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 |
|---|---|---|---|---|---|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
5,042
shares
|
$510,855
0.12% of portfolio
|
Q2 2025
Reduced 13.71%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
5,024
shares
|
$509,031
0.35% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,988
shares
|
$505,384
0.06% of portfolio
|
Q2 2023
Reduced 2.43%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
4,944
shares
|
$500,926
0.53% of portfolio
|
Q3 2025
Reduced 59.53%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
4,914
shares
|
$497,886
0.16% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
4,883
shares
|
$494,745
0.04% of portfolio
|
Q1 2024
Reduced 2.59%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,773
shares
|
$483,600
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
4,771
shares
|
$483,397
0.07% of portfolio
|
Q3 2025
Reduced 23.9%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
4,767
shares
|
$482,992
0.04% of portfolio
|
Q3 2025
Added 32.49%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
4,761
shares
|
$482,384
0.01% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,760
shares
|
$482,283
0.01% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
4,757
shares
|
$481,979
0.02% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
4,728
shares
|
$479,040
0.01% of portfolio
|
Q2 2023
Reduced 3.08%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
4,690
shares
|
$475,190
0.05% of portfolio
|
Q1 2024
Reduced 2.66%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,688
shares
|
$474,988
0.13% of portfolio
|
Q1 2025
Added 14.54%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
4,672
shares
|
$473,367
0.13% of portfolio
|
Q3 2025
Added 22.11%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
4,633
shares
|
$469,415
0.05% of portfolio
|
Q3 2025
Reduced 30.15%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
4,621
shares
|
$468,199
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
4,611
shares
|
$467,186
0.02% of portfolio
|
Q2 2025
Reduced 9.46%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,597
shares
|
$465,768
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,594
shares
|
$465,464
0.22% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
4,576
shares
|
$463,640
0.0% of portfolio
|
Q3 2025
Reduced 55.88%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
4,568
shares
|
$462,829
0.02% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 14, 2025 Q3 2025 |
4,550
shares
|
$461,005
0.22% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
4,517
shares
|
$457,662
0.06% of portfolio
|
Q3 2025
Added 0.53%
|
|