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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
24,175
shares
|
$2.45 Million
0.23% of portfolio
|
Q3 2025
Added 4.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
24,046
shares
|
$2.44 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
23,949
shares
|
$2.43 Million
0.16% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
23,928
shares
|
$2.42 Million
0.38% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
23,917
shares
|
$2.42 Million
0.53% of portfolio
|
Q3 2025
Reduced 91.55%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Nov 14, 2025 Q3 2025 |
23,750
shares
|
$2.41 Million
1.64% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
23,726
shares
|
$2.4 Million
0.95% of portfolio
|
Q1 2024
Reduced 8.09%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
23,653
shares
|
$2.4 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
23,632
shares
|
$2.39 Million
0.3% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
23,578
shares
|
$2.39 Million
0.25% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
23,375
shares
|
$2.37 Million
0.04% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Silver Lake Advisory, LLC
|
Oct 14, 2025 Q3 2025 |
23,230
shares
|
$2.35 Million
0.93% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
22,915
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
22,509
shares
|
$2.28 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
21,976
shares
|
$2.23 Million
0.26% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
21,954
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.18%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
21,904
shares
|
$2.22 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
21,769
shares
|
$2.21 Million
0.61% of portfolio
|
Q3 2025
Added 11.82%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
21,590
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
21,569
shares
|
$2.19 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
21,460
shares
|
$2.17 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
20,745
shares
|
$2.1 Million
0.38% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
20,377
shares
|
$2.06 Million
6.94% of portfolio
|
Q3 2023
Reduced 0.87%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Nov 13, 2025 Q3 2025 |
19,856
shares
|
$2.01 Million
0.28% of portfolio
|
Q3 2025
Added 34.56%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
19,720
shares
|
$2 Million
0.18% of portfolio
|
Q2 2025
Added 0.2%
|
|