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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
6,632
shares
|
$671,954
0.01% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
6,600
shares
|
$668,712
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
6,590
shares
|
$667,698
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
6,554
shares
|
$664,051
0.36% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
6,436
shares
|
$652,095
0.01% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
6,412
shares
|
$649,663
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,376
shares
|
$646,016
0.0% of portfolio
|
Q3 2022
Added 0.39%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
6,342
shares
|
$642,571
0.0% of portfolio
|
Q3 2025
Added 30.41%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,327
shares
|
$641,051
0.01% of portfolio
|
Q1 2025
Reduced 32.53%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
6,305
shares
|
$638,822
0.01% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
6,233
shares
|
$631,527
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
6,186
shares
|
$626,765
0.16% of portfolio
|
Q4 2025
Reduced 82.57%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
6,157
shares
|
$623,827
0.05% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
6,146
shares
|
$622,712
0.05% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
6,136
shares
|
$621,699
0.04% of portfolio
|
Q3 2025
Added 24.56%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
6,133
shares
|
$621,395
0.04% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
6,121
shares
|
$620,179
0.0% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
6,053
shares
|
$613,289
0.04% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
6,021
shares
|
$610,047
0.03% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
5,983
shares
|
$606,197
0.54% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 14, 2025 Q3 2025 |
5,971
shares
|
$604,981
0.08% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
5,915
shares
|
$599,307
0.08% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
5,866
shares
|
$594,343
0.02% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
5,825
shares
|
$590,189
0.14% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
5,824
shares
|
$590,087
0.13% of portfolio
|
Q3 2025
Added 6.01%
|
|