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 |
|---|---|---|---|---|---|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
7,769
shares
|
$787,155
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
7,706
shares
|
$780,771
0.01% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
7,697
shares
|
$779,860
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
7,648
shares
|
$774,895
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
7,641
shares
|
$774,186
0.05% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
7,571
shares
|
$767,093
0.05% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
7,498
shares
|
$759,697
0.01% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Innovative Wealth Building LLC
California, MD |
Nov 12, 2025 Q3 2025 |
7,459
shares
|
$755,745
0.58% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
7,451
shares
|
$754,935
0.6% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
7,436
shares
|
$753,415
0.07% of portfolio
|
Q3 2022
Added 0.38%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
7,390
shares
|
$748,754
0.31% of portfolio
|
Q1 2024
Added 13.05%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
7,382
shares
|
$747,944
0.1% of portfolio
|
Q1 2023
Added 43.98%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
7,358
shares
|
$745,512
0.52% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
7,218
shares
|
$731,327
0.24% of portfolio
|
Q3 2025
Reduced 53.28%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
7,184
shares
|
$727,882
0.01% of portfolio
|
Q3 2025
Added 23.78%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
7,094
shares
|
$718,764
0.13% of portfolio
|
Q3 2025
Added 25.85%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
6,953
shares
|
$704,477
0.45% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
6,942
shares
|
$703,363
0.16% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
6,940
shares
|
$703,160
0.04% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
6,871
shares
|
$696,169
0.0% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
6,804
shares
|
$689,381
0.03% of portfolio
|
Q2 2025
Added 78.86%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
6,802
shares
|
$689,178
0.08% of portfolio
|
Q3 2025
Reduced 47.5%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
6,703
shares
|
$679,147
0.0% of portfolio
|
Q3 2025
Added 114.02%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
6,702
shares
|
$679,046
0.2% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
6,653
shares
|
$674,081
0.05% of portfolio
|
Q3 2025
Added 0.42%
|
|