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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
12,709
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
12,476
shares
|
$1.2 Million
0.2% of portfolio
|
Q4 2024
Added 19.47%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
12,447
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 30.22%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
12,359
shares
|
$1.19 Million
0.35% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
12,322
shares
|
$1.19 Million
0.69% of portfolio
|
Q4 2024
Reduced 25.66%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
12,173
shares
|
$1.17 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
12,088
shares
|
$1.16 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,061
shares
|
$1.16 Million
0.18% of portfolio
|
Q4 2024
Reduced 38.62%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
11,963
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
11,866
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
11,806
shares
|
$1.14 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
11,754
shares
|
$1.13 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
11,600
shares
|
$1.12 Million
0.5% of portfolio
|
Q4 2024
Reduced 8.21%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
11,487
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.77%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
11,440
shares
|
$1.1 Million
0.79% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
11,296
shares
|
$1.09 Million
0.36% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
11,034
shares
|
$1.06 Million
0.33% of portfolio
|
Q1 2023
Reduced 1.57%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
11,000
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 60.0%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
10,947
shares
|
$1.05 Million
0.17% of portfolio
|
Q4 2024
Reduced 33.74%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
10,929
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Reduced 55.16%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
10,904
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
10,813
shares
|
$1.04 Million
0.4% of portfolio
|
Q4 2024
Reduced 17.74%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
10,792
shares
|
$1.04 Million
0.21% of portfolio
|
Q4 2024
Reduced 8.51%
|
|
|
Boyd Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
10,692
shares
|
$1.03 Million
0.49% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
10,645
shares
|
$1.03 Million
0.16% of portfolio
|
Q4 2024
Added 979.61%
|