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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
23,125
shares
|
$2.23 Million
0.23% of portfolio
|
Q4 2024
Reduced 15.87%
|
|
|
Silver Lake Advisory, LLC
|
Jan 21, 2025 Q4 2024 |
22,711
shares
|
$2.19 Million
0.49% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
22,282
shares
|
$2.15 Million
0.07% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
21,897
shares
|
$2.11 Million
0.04% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
21,752
shares
|
$2.1 Million
0.28% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
21,670
shares
|
$2.09 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
20,934
shares
|
$2.02 Million
0.05% of portfolio
|
Q3 2024
Added 82.21%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
20,886
shares
|
$2.01 Million
0.02% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
20,872
shares
|
$2.01 Million
0.07% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
20,805
shares
|
$2 Million
0.02% of portfolio
|
Q4 2024
Added 108.32%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
20,745
shares
|
$2 Million
0.42% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
20,456
shares
|
$1.97 Million
0.22% of portfolio
|
Q4 2024
Reduced 32.99%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
20,428
shares
|
$1.97 Million
1.52% of portfolio
|
Q4 2024
New holding
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
20,377
shares
|
$1.96 Million
6.94% of portfolio
|
Q3 2023
Reduced 0.87%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
20,365
shares
|
$1.96 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
20,220
shares
|
$1.95 Million
1.11% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Easterly Investment Partners LLC
|
Feb 12, 2025 Q4 2024 |
19,986
shares
|
$1.93 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Tl Private Wealth
|
Jan 16, 2025 Q4 2024 |
19,742
shares
|
$1.9 Million
0.83% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,521
shares
|
$1.88 Million
0.05% of portfolio
|
Q3 2022
Added 13.18%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
19,319
shares
|
$1.86 Million
0.19% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
18,803
shares
|
$1.81 Million
0.17% of portfolio
|
Q2 2023
Added 887.55%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
18,501
shares
|
$1.78 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
18,500
shares
|
$1.78 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
18,334
shares
|
$1.77 Million
0.06% of portfolio
|
Q4 2024
Added 12.55%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
18,074
shares
|
$1.74 Million
0.05% of portfolio
|
Q1 2024
Added 27.07%
|