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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
11,790
shares
|
$1.19 Million
0.04% of portfolio
|
Q3 2025
Added 56.89%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
11,521
shares
|
$1.17 Million
0.09% of portfolio
|
Q3 2025
Added 34.29%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
11,324
shares
|
$1.15 Million
0.29% of portfolio
|
Q3 2025
Reduced 87.57%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
11,034
shares
|
$1.12 Million
0.33% of portfolio
|
Q1 2023
Reduced 1.57%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
11,024
shares
|
$1.12 Million
0.8% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
10,940
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
10,787
shares
|
$1.09 Million
0.22% of portfolio
|
Q3 2025
Reduced 2.29%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
10,774
shares
|
$1.09 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
10,743
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
10,690
shares
|
$1.08 Million
0.12% of portfolio
|
Q3 2025
Reduced 8.56%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,620
shares
|
$1.08 Million
0.14% of portfolio
|
Q2 2023
Added 1942.31%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
10,514
shares
|
$1.07 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
10,339
shares
|
$1.05 Million
0.06% of portfolio
|
Q4 2022
Reduced 0.84%
|
|
|
Lansing Street Advisors
|
Nov 10, 2025 Q3 2025 |
10,177
shares
|
$1.03 Million
0.29% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
10,143
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
10,132
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
10,107
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2025
Reduced 11.94%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,016
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
9,970
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.0%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
9,892
shares
|
$1 Million
0.16% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
9,733
shares
|
$986,147
0.28% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
9,732
shares
|
$986,046
0.5% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
9,592
shares
|
$971,861
0.02% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
9,540
shares
|
$966,592
0.01% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
9,495
shares
|
$962,033
0.16% of portfolio
|
Q3 2025
Reduced 1.65%
|
|