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 |
|---|---|---|---|---|---|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
29,568
shares
|
$3 Million
0.82% of portfolio
|
Q3 2025
New holding
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
29,153
shares
|
$2.95 Million
1.91% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
28,967
shares
|
$2.93 Million
0.32% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
28,362
shares
|
$2.87 Million
0.0% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
27,982
shares
|
$2.84 Million
0.7% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
27,771
shares
|
$2.81 Million
0.47% of portfolio
|
Q4 2022
Reduced 2.94%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
27,767
shares
|
$2.81 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
27,147
shares
|
$2.75 Million
0.37% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
26,836
shares
|
$2.72 Million
0.81% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
26,689
shares
|
$2.7 Million
1.09% of portfolio
|
Q3 2025
Reduced 49.18%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
25,947
shares
|
$2.63 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
25,892
shares
|
$2.62 Million
1.96% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Oct 08, 2025 Q3 2025 |
25,634
shares
|
$2.6 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
25,484
shares
|
$2.58 Million
0.08% of portfolio
|
Q3 2025
Added 12.63%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
25,457
shares
|
$2.58 Million
0.05% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
25,438
shares
|
$2.58 Million
0.09% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
25,281
shares
|
$2.56 Million
0.74% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
25,044
shares
|
$2.54 Million
0.85% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
24,976
shares
|
$2.53 Million
0.01% of portfolio
|
Q3 2025
Added 19.4%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
24,605
shares
|
$2.49 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
24,491
shares
|
$2.48 Million
1.9% of portfolio
|
Q4 2024
Reduced 98.92%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
24,407
shares
|
$2.47 Million
0.06% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
24,262
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2025
Added 40.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
24,227
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2025
Added 22.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
24,198
shares
|
$2.45 Million
0.04% of portfolio
|
Q3 2025
Added 22.25%
|
|