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 747 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $15.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
4,597
shares
|
$433,726
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Nov 13, 2024 Q3 2024 |
4,567
shares
|
$430,896
0.23% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
4,514
shares
|
$425,895
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
4,470
shares
|
$421,744
0.05% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 24, 2025 Q4 2024 |
4,462
shares
|
$420,989
0.2% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
4,440
shares
|
$418,914
0.33% of portfolio
|
Q4 2024
Added 28.51%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
4,422
shares
|
$417,215
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
4,421
shares
|
$417,121
0.02% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
4,415
shares
|
$416,555
0.0% of portfolio
|
Q3 2024
Reduced 52.84%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
4,414
shares
|
$416,460
0.05% of portfolio
|
Q2 2022
Reduced 51.46%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
4,391
shares
|
$414,290
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
4,386
shares
|
$413,819
0.04% of portfolio
|
Q4 2024
Added 15.6%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
4,351
shares
|
$410,516
0.0% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
4,341
shares
|
$409,573
0.06% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
4,337
shares
|
$409,195
0.22% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
4,316
shares
|
$407,214
0.34% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
4,300
shares
|
$405,705
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bellecapital International Ltd.
|
Feb 06, 2025 Q4 2024 |
4,291
shares
|
$404,855
0.08% of portfolio
|
Q1 2021
Reduced 64.24%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
4,243
shares
|
$400,327
0.19% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
4,177
shares
|
$394,099
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
4,131
shares
|
$389,759
0.16% of portfolio
|
Q4 2024
Reduced 24.7%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
4,093
shares
|
$386,174
0.13% of portfolio
|
Q3 2024
Reduced 12.54%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
4,065
shares
|
$383,532
0.01% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
4,016
shares
|
$378,909
0.02% of portfolio
|
Q4 2024
Reduced 34.78%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
3,992
shares
|
$376,645
0.17% of portfolio
|
Q2 2022
New holding
|