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 771 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 $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
30,135
shares
|
$2.9 Million
0.01% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
29,902
shares
|
$2.88 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
28,290
shares
|
$2.72 Million
1.07% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
28,057
shares
|
$2.7 Million
0.0% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
27,874
shares
|
$2.68 Million
0.0% of portfolio
|
Q4 2024
Added 83.18%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
27,846
shares
|
$2.68 Million
0.75% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
27,771
shares
|
$2.67 Million
0.47% of portfolio
|
Q4 2022
Reduced 2.94%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
27,680
shares
|
$2.67 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
26,531
shares
|
$2.56 Million
0.91% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
25,677
shares
|
$2.47 Million
0.41% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
25,634
shares
|
$2.47 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Advisors Of Iowa, LLC
|
Feb 11, 2025 Q4 2024 |
25,567
shares
|
$2.46 Million
1.19% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
25,074
shares
|
$2.42 Million
1.49% of portfolio
|
Q4 2024
Added 14.79%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
25,061
shares
|
$2.41 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
24,733
shares
|
$2.38 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
24,627
shares
|
$2.37 Million
0.79% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
24,491
shares
|
$2.36 Million
2.11% of portfolio
|
Q4 2024
Reduced 98.92%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
24,241
shares
|
$2.33 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
24,021
shares
|
$2.31 Million
1.35% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
23,964
shares
|
$2.31 Million
0.31% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
23,959
shares
|
$2.31 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
23,862
shares
|
$2.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
23,726
shares
|
$2.29 Million
0.95% of portfolio
|
Q1 2024
Reduced 8.09%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
23,698
shares
|
$2.28 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
23,578
shares
|
$2.27 Million
0.25% of portfolio
|
Q1 2023
Added 0.43%
|