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 834 institutions that hold shares in the stock, with a total of 192 Million shares, which have been reported (via 13F filing form) to have a value of $19.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
80,233,541
shares
|
$8.13 Billion
0.56% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
15,836,920
shares
|
$1.6 Billion
0.49% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
9,080,803
shares
|
$920 Million
0.06% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
6,130,302
shares
|
$621 Million
0.42% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
5,808,875
shares
|
$589 Million
0.18% of portfolio
|
Q3 2025
Added 10.59%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
4,993,796
shares
|
$506 Million
5.74% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
4,489,109
shares
|
$455 Million
7.74% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
3,600,340
shares
|
$365 Million
11.21% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
3,370,931
shares
|
$342 Million
9.04% of portfolio
|
Q3 2025
Added 11.0%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
2,343,492
shares
|
$237 Million
2.43% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2,260,538
shares
|
$229 Million
0.01% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,587,245
shares
|
$161 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,510,967
shares
|
$153 Million
0.05% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,461,653
shares
|
$148 Million
0.03% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,363,133
shares
|
$138 Million
0.0% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,276,928
shares
|
$129 Million
0.17% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,259,557
shares
|
$128 Million
1.5% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,214,880
shares
|
$123 Million
0.26% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
1,074,596
shares
|
$109 Million
1.28% of portfolio
|
Q3 2025
Added 6.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,074,347
shares
|
$109 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,042,342
shares
|
$106 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
1,039,409
shares
|
$105 Million
3.43% of portfolio
|
Q3 2025
New holding
|
|
|
Auto Owners Insurance CO
Lansing, MI |
Nov 19, 2025 Q3 2025 |
864,000
shares
|
$87.5 Million
2.26% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
837,230
shares
|
$84.8 Million
7.55% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
824,331
shares
|
$83.5 Million
0.1% of portfolio
|
Q3 2025
Added 72.12%
|
|