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 777 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
10,645
shares
|
$979,020
0.16% of portfolio
|
Q4 2024
Added 979.61%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,620
shares
|
$976,721
0.14% of portfolio
|
Q2 2023
Added 1942.31%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
10,601
shares
|
$974,973
0.19% of portfolio
|
Q4 2024
Added 17.46%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
10,469
shares
|
$962,833
0.07% of portfolio
|
Q1 2023
Reduced 2.79%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
10,431
shares
|
$959,339
0.03% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
10,339
shares
|
$950,877
0.06% of portfolio
|
Q4 2022
Reduced 0.84%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
10,115
shares
|
$930,276
0.02% of portfolio
|
Q3 2023
Reduced 5.66%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
10,084
shares
|
$927,425
0.33% of portfolio
|
Q4 2024
Reduced 31.91%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,016
shares
|
$921,171
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
9,977
shares
|
$917,584
0.32% of portfolio
|
Q2 2023
Reduced 16.7%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
9,900
shares
|
$910,503
0.72% of portfolio
|
Q4 2024
Reduced 23.05%
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
9,897
shares
|
$910,227
0.32% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
9,867
shares
|
$907,467
0.05% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
9,805
shares
|
$901,765
0.19% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
9,756
shares
|
$897,259
0.01% of portfolio
|
Q1 2024
Reduced 17.8%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
9,709
shares
|
$892,936
0.32% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
9,603
shares
|
$883,187
0.04% of portfolio
|
Q4 2024
Reduced 6.28%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
9,550
shares
|
$878,313
0.0% of portfolio
|
Q4 2024
Added 346.68%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
9,518
shares
|
$875,370
0.06% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
9,518
shares
|
$875,370
0.24% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
9,491
shares
|
$872,887
0.13% of portfolio
|
Q4 2024
Added 61.06%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
9,423
shares
|
$866,633
0.0% of portfolio
|
Q2 2023
Reduced 47.01%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
9,404
shares
|
$864,885
0.03% of portfolio
|
Q4 2024
Added 333.16%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
9,377
shares
|
$862,402
0.01% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
9,283
shares
|
$853,757
0.92% of portfolio
|
Q3 2024
Added 0.28%
|