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 |
|---|---|---|---|---|---|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
9,423
shares
|
$954,738
0.0% of portfolio
|
Q2 2023
Reduced 47.01%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
9,413
shares
|
$953,725
0.04% of portfolio
|
Q3 2025
Added 37.26%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
9,264
shares
|
$938,628
0.0% of portfolio
|
Q3 2025
Reduced 11.54%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
9,230
shares
|
$935,183
0.19% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
9,217
shares
|
$933,866
0.01% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
9,171
shares
|
$929,205
0.01% of portfolio
|
Q3 2025
Reduced 37.71%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
9,131
shares
|
$925,152
0.76% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
9,025
shares
|
$914,412
0.08% of portfolio
|
Q3 2025
Added 28.45%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
8,939
shares
|
$905,699
0.34% of portfolio
|
Q3 2025
Reduced 49.29%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
8,921
shares
|
$903,875
0.33% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
8,734
shares
|
$884,928
0.61% of portfolio
|
Q3 2025
Added 39.21%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
8,669
shares
|
$878,343
0.11% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
8,600
shares
|
$871,351
0.0% of portfolio
|
Q3 2025
Reduced 47.88%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,532
shares
|
$864,462
0.01% of portfolio
|
Q2 2025
Added 96.23%
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
8,516
shares
|
$862,841
0.17% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
8,349
shares
|
$845,920
0.2% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
8,315
shares
|
$842,475
0.23% of portfolio
|
Q1 2025
Reduced 97.08%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
8,274
shares
|
$838,321
0.0% of portfolio
|
Q3 2025
Reduced 45.39%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,149
shares
|
$825,656
0.05% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
8,110
shares
|
$821,705
0.1% of portfolio
|
Q3 2025
Reduced 93.92%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
8,083
shares
|
$818,969
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
8,066
shares
|
$817,247
0.17% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 21, 2025 Q3 2025 |
8,056
shares
|
$816,233
0.69% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
8,035
shares
|
$814,106
0.06% of portfolio
|
Q4 2023
Reduced 11.02%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 05, 2025 Q3 2025 |
7,774
shares
|
$787,661
0.17% of portfolio
|
Q3 2025
New holding
|
|