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 |
|---|---|---|---|---|---|
|
Tl Private Wealth
|
Oct 14, 2025 Q3 2025 |
19,548
shares
|
$1.98 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
19,521
shares
|
$1.98 Million
0.05% of portfolio
|
Q3 2022
Added 13.18%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
19,268
shares
|
$1.95 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
19,227
shares
|
$1.95 Million
0.03% of portfolio
|
Q3 2025
Added 20.11%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
18,803
shares
|
$1.91 Million
0.17% of portfolio
|
Q2 2023
Added 887.55%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
18,622
shares
|
$1.89 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
18,074
shares
|
$1.83 Million
0.05% of portfolio
|
Q1 2024
Added 27.07%
|
|
|
Liberty One Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
17,761
shares
|
$1.8 Million
0.1% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
17,730
shares
|
$1.8 Million
1.75% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
17,566
shares
|
$1.78 Million
0.46% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
17,544
shares
|
$1.78 Million
1.15% of portfolio
|
Q3 2025
Reduced 48.23%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
17,495
shares
|
$1.77 Million
0.19% of portfolio
|
Q4 2023
Reduced 6.7%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
16,901
shares
|
$1.71 Million
0.55% of portfolio
|
Q3 2025
Added 129.48%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
16,560
shares
|
$1.68 Million
0.58% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Nov 14, 2025 Q3 2025 |
16,534
shares
|
$1.68 Million
0.54% of portfolio
|
Q3 2025
Added 80.03%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
16,387
shares
|
$1.66 Million
0.46% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Boyd Wealth Management, LLC
|
Oct 30, 2025 Q3 2025 |
16,294
shares
|
$1.65 Million
0.7% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
15,960
shares
|
$1.62 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
15,611
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2025
Added 35.2%
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
15,423
shares
|
$1.56 Million
0.24% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
15,330
shares
|
$1.55 Million
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
15,244
shares
|
$1.54 Million
0.25% of portfolio
|
Q3 2025
Added 40.29%
|
|
|
Next Capital Management LLC
|
Nov 05, 2025 Q3 2025 |
15,002
shares
|
$1.52 Million
0.51% of portfolio
|
Q3 2025
Added 10.74%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
14,631
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
14,560
shares
|
$1.48 Million
0.11% of portfolio
|
Q3 2025
Added 1.99%
|
|