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 757 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $15.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
5,184
shares
|
$491,909
0.03% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
5,178
shares
|
$491,340
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
5,150
shares
|
$488,683
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
5,146
shares
|
$488,303
0.09% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
5,140
shares
|
$487,734
0.04% of portfolio
|
Q3 2018
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,107
shares
|
$484,603
0.0% of portfolio
|
Q1 2023
Reduced 6.67%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
5,050
shares
|
$479,194
0.0% of portfolio
|
Q4 2024
Reduced 41.35%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
5,034
shares
|
$477,676
0.28% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
5,030
shares
|
$477,296
0.01% of portfolio
|
Q4 2024
Added 29.01%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
5,010
shares
|
$475,398
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,988
shares
|
$473,311
0.06% of portfolio
|
Q2 2023
Reduced 2.43%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
4,946
shares
|
$469,325
0.19% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
4,907
shares
|
$465,625
0.06% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
4,883
shares
|
$463,347
0.04% of portfolio
|
Q1 2024
Reduced 2.59%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
4,802
shares
|
$455,661
0.01% of portfolio
|
Q4 2024
Added 19.57%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
4,785
shares
|
$454,048
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,773
shares
|
$452,909
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
4,750
shares
|
$450,727
0.05% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
4,728
shares
|
$448,639
0.01% of portfolio
|
Q2 2023
Reduced 3.08%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
4,700
shares
|
$445,983
0.23% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
4,690
shares
|
$445,034
0.06% of portfolio
|
Q1 2024
Reduced 2.66%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
4,685
shares
|
$444,559
0.01% of portfolio
|
Q2 2024
Added 4.11%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
4,655
shares
|
$441,712
0.01% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
4,611
shares
|
$437,537
0.02% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
4,611
shares
|
$437,537
0.06% of portfolio
|
Q2 2024
Reduced 7.96%
|