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 |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
7,387
shares
|
$679,382
0.0% of portfolio
|
Q4 2024
Added 28.96%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
7,382
shares
|
$678,922
0.1% of portfolio
|
Q1 2023
Added 43.98%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
7,364
shares
|
$677,267
0.0% of portfolio
|
Q4 2024
Added 42.22%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
7,336
shares
|
$674,691
0.55% of portfolio
|
Q2 2024
Reduced 3.88%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
7,324
shares
|
$673,588
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
7,164
shares
|
$658,873
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
7,149
shares
|
$657,493
0.03% of portfolio
|
Q3 2023
Reduced 5.81%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
7,148
shares
|
$657,401
0.07% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
7,077
shares
|
$650,871
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
6,942
shares
|
$638,455
0.16% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
6,915
shares
|
$635,972
0.01% of portfolio
|
Q4 2024
Added 8.06%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
6,708
shares
|
$616,934
0.25% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
6,693
shares
|
$615,555
0.07% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
6,692
shares
|
$615,463
0.05% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
6,689
shares
|
$615,187
0.0% of portfolio
|
Q4 2024
Added 20.67%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
6,668
shares
|
$613,255
0.16% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
6,613
shares
|
$608,197
0.2% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
6,600
shares
|
$607,002
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
6,599
shares
|
$606,910
0.01% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
6,525
shares
|
$600,104
0.01% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
6,486
shares
|
$596,517
0.04% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
6,471
shares
|
$595,137
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
6,455
shares
|
$593,666
0.03% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
6,412
shares
|
$589,711
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
6,386
shares
|
$587,320
0.01% of portfolio
|
Q4 2024
Added 0.14%
|