Institutional Ownership Ishares Core S&P U.S. Value Et (IUSV)
This table provides information about the institutional ownership of Ishares Core S&P U.S. Value Et (IUSV). We have compiled data on the 785 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $15.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
71,600,707
shares
|
$6.36 Billion
0.57% of portfolio
|
Q4 2024
Added 9.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
14,434,118
shares
|
$1.28 Billion
0.54% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
9,254,282
shares
|
$822 Million
0.06% of portfolio
|
Q4 2024
Added 7.17%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
4,781,288
shares
|
$425 Million
5.75% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
4,599,418
shares
|
$408 Million
0.14% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
4,460,480
shares
|
$396 Million
8.34% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
4,306,885
shares
|
$382 Million
0.38% of portfolio
|
Q4 2024
Added 10.88%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
3,527,185
shares
|
$313 Million
11.37% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,586,389
shares
|
$230 Million
9.41% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
2,409,463
shares
|
$214 Million
3.4% of portfolio
|
Q1 2025
Added 33.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,976,810
shares
|
$176 Million
0.01% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Churchill Management Corp
|
Apr 25, 2025 Q1 2025 |
1,877,261
shares
|
$167 Million
2.21% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,642,184
shares
|
$146 Million
0.03% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,533,532
shares
|
$136 Million
0.21% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,413,157
shares
|
$125 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,363,133
shares
|
$121 Million
0.0% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,313,948
shares
|
$117 Million
0.03% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,214,880
shares
|
$108 Million
0.26% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
1,214,358
shares
|
$108 Million
6.33% of portfolio
|
Q1 2025
Added 74.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,131,772
shares
|
$101 Million
0.02% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,079,686
shares
|
$95.9 Million
0.3% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
986,881
shares
|
$87.6 Million
1.12% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
881,337
shares
|
$78.3 Million
1.2% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
801,918
shares
|
$71.2 Million
0.1% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
800,667
shares
|
$71.1 Million
7.55% of portfolio
|
Q1 2025
Added 11.1%
|