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 835 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 |
|---|---|---|---|---|---|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
5,811
shares
|
$588,770
0.5% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
5,792
shares
|
$586,845
0.05% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
5,699
shares
|
$577,422
0.0% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
5,664
shares
|
$573,876
0.0% of portfolio
|
Q3 2025
Added 61.6%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
5,577
shares
|
$565,061
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
5,512
shares
|
$558,475
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
5,503
shares
|
$557,563
0.17% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Mitchell Capital Management CO
|
Nov 06, 2025 Q3 2025 |
5,502
shares
|
$557,462
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,410
shares
|
$548,141
0.01% of portfolio
|
Q3 2025
Added 62.07%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
5,385
shares
|
$545,608
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
5,385
shares
|
$545,608
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
5,288
shares
|
$535,780
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 13, 2026 Q4 2025 |
5,274
shares
|
$534,361
0.1% of portfolio
|
Q4 2025
Reduced 2.75%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
5,272
shares
|
$534,159
0.09% of portfolio
|
Q3 2025
Reduced 96.55%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
5,260
shares
|
$532,943
0.0% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
5,237
shares
|
$530,612
0.06% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
5,210
shares
|
$527,877
0.03% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
5,202
shares
|
$527,066
0.12% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
5,146
shares
|
$521,392
0.09% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
5,142
shares
|
$520,987
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Btc Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
5,140
shares
|
$520,784
0.04% of portfolio
|
Q3 2018
New holding
|
|
|
Beck Bode, LLC
|
Nov 14, 2025 Q3 2025 |
5,127
shares
|
$519,467
0.09% of portfolio
|
Q3 2025
Reduced 46.73%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
5,127
shares
|
$519,467
0.01% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
5,107
shares
|
$517,441
0.0% of portfolio
|
Q1 2023
Reduced 6.67%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
5,093
shares
|
$516,022
0.02% of portfolio
|
Q3 2025
Reduced 3.17%
|
|