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 |
|---|---|---|---|---|---|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
14,530
shares
|
$1.47 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
14,387
shares
|
$1.46 Million
0.03% of portfolio
|
Q3 2025
Reduced 25.73%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
14,318
shares
|
$1.45 Million
0.25% of portfolio
|
Q3 2025
Reduced 7.27%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
14,054
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
13,348
shares
|
$1.35 Million
1.18% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
13,335
shares
|
$1.35 Million
0.01% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
13,200
shares
|
$1.34 Million
0.39% of portfolio
|
Q2 2020
Reduced 4.7%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
13,153
shares
|
$1.33 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
13,120
shares
|
$1.33 Million
0.96% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
13,093
shares
|
$1.33 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
13,053
shares
|
$1.32 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
13,028
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2025
Reduced 45.13%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
13,015
shares
|
$1.32 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
12,977
shares
|
$1.31 Million
0.09% of portfolio
|
Q3 2025
Reduced 8.15%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
12,795
shares
|
$1.3 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
12,500
shares
|
$1.27 Million
0.34% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
12,494
shares
|
$1.27 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
12,476
shares
|
$1.26 Million
0.2% of portfolio
|
Q4 2024
Added 19.47%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
12,338
shares
|
$1.25 Million
0.07% of portfolio
|
Q3 2025
Reduced 10.9%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
12,320
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2025
Added 60.63%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
12,254
shares
|
$1.24 Million
0.1% of portfolio
|
Q3 2025
Added 17.76%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
12,173
shares
|
$1.23 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
11,896
shares
|
$1.21 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
11,895
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2025
Added 47.73%
|
|
|
Brickley Wealth Management
|
Oct 22, 2025 Q3 2025 |
11,806
shares
|
$1.2 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.8%
|
|