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 |
|---|---|---|---|---|---|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
4,700
shares
|
$432,259
0.23% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
4,690
shares
|
$431,339
0.06% of portfolio
|
Q1 2024
Reduced 2.66%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
4,685
shares
|
$430,879
0.01% of portfolio
|
Q2 2024
Added 4.11%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
4,655
shares
|
$428,120
0.01% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Cim, LLC
|
Mar 03, 2025 Q4 2024 |
4,635
shares
|
$426,280
0.06% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
4,616
shares
|
$424,533
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
4,611
shares
|
$424,073
0.02% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
4,608
shares
|
$423,797
0.09% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
4,603
shares
|
$423,337
0.04% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
4,597
shares
|
$422,786
0.0% of portfolio
|
Q4 2024
Added 147.55%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
4,597
shares
|
$422,786
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Feb 13, 2025 Q4 2024 |
4,567
shares
|
$420,026
0.23% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
4,514
shares
|
$415,152
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
4,501
shares
|
$413,956
0.03% of portfolio
|
Q4 2024
Added 6824.62%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
4,462
shares
|
$410,370
0.2% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
4,442
shares
|
$408,530
0.05% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
4,440
shares
|
$408,346
0.33% of portfolio
|
Q4 2024
Added 28.51%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
4,422
shares
|
$406,691
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
4,421
shares
|
$406,599
0.02% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
4,414
shares
|
$405,955
0.05% of portfolio
|
Q2 2022
Reduced 51.46%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
4,386
shares
|
$403,380
0.04% of portfolio
|
Q4 2024
Added 15.6%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
4,341
shares
|
$399,241
0.06% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
4,337
shares
|
$398,873
0.22% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
4,300
shares
|
$395,471
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bellecapital International Ltd.
|
Feb 06, 2025 Q4 2024 |
4,291
shares
|
$394,643
0.08% of portfolio
|
Q1 2021
Reduced 64.24%
|