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 $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Mar 19, 2025 Q4 2024 |
2,728
shares
|
$252,012
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
2,727
shares
|
$251,920
0.01% of portfolio
|
Q4 2024
Added 19.24%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
2,717
shares
|
$250,996
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,687
shares
|
$248,225
0.16% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
2,685
shares
|
$248,040
0.0% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,681
shares
|
$247,670
0.01% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
2,673
shares
|
$246,931
0.05% of portfolio
|
Q4 2023
Added 2.61%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
2,671
shares
|
$246,746
0.07% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,663
shares
|
$246,007
0.05% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,651
shares
|
$244,899
0.16% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Elevatus Welath Management
Victor, NY |
Feb 13, 2025 Q4 2024 |
2,624
shares
|
$242,405
0.08% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
2,621
shares
|
$242,127
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
2,607
shares
|
$240,834
0.01% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,604
shares
|
$240,557
0.14% of portfolio
|
Q2 2024
Reduced 95.47%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
2,600
shares
|
$240,188
0.11% of portfolio
|
Q2 2023
Reduced 13.33%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
2,595
shares
|
$239,726
0.08% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
2,578
shares
|
$238,155
0.01% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,575
shares
|
$237,878
0.04% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,558
shares
|
$236,308
0.05% of portfolio
|
Q4 2024
Reduced 20.26%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
2,537
shares
|
$234,368
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,530
shares
|
$233,721
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
2,527
shares
|
$233,444
0.01% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Jan 24, 2025 Q4 2024 |
2,520
shares
|
$232,797
0.17% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,491
shares
|
$230,118
0.02% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
2,464
shares
|
$227,624
0.02% of portfolio
|
Q4 2024
New holding
|