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 |
|---|---|---|---|---|---|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
4,500
shares
|
$455,939
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
4,500
shares
|
$455,939
0.01% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
4,422
shares
|
$448,037
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
4,414
shares
|
$447,226
0.05% of portfolio
|
Q2 2022
Reduced 51.46%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
4,371
shares
|
$442,869
0.05% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Augustine Asset Management Inc
|
Oct 22, 2025 Q3 2025 |
4,348
shares
|
$440,539
0.09% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
4,341
shares
|
$439,830
0.06% of portfolio
|
Q3 2024
Reduced 8.09%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
4,295
shares
|
$435,169
0.03% of portfolio
|
Q3 2025
Reduced 14.71%
|
|
|
Bellecapital International Ltd.
|
Oct 17, 2025 Q3 2025 |
4,291
shares
|
$434,764
0.07% of portfolio
|
Q1 2021
Reduced 64.24%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
4,274
shares
|
$433,041
0.04% of portfolio
|
Q3 2025
Reduced 12.51%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
4,267
shares
|
$432,332
0.0% of portfolio
|
Q3 2025
Reduced 13.48%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
4,248
shares
|
$430,407
0.08% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,228
shares
|
$428,380
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
4,228
shares
|
$428,380
0.0% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
4,226
shares
|
$428,178
0.03% of portfolio
|
Q3 2025
Added 25.29%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
4,217
shares
|
$427,266
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
4,202
shares
|
$425,746
0.17% of portfolio
|
Q3 2025
Added 51.1%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
4,193
shares
|
$424,834
0.08% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
4,177
shares
|
$423,213
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
4,138
shares
|
$419,262
0.2% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
4,114
shares
|
$416,830
0.06% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
4,112
shares
|
$416,627
0.01% of portfolio
|
Q3 2025
Reduced 16.12%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
4,108
shares
|
$416,222
0.02% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
4,084
shares
|
$413,790
0.01% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
4,070
shares
|
$412,372
0.03% of portfolio
|
Q2 2025
Added 28.39%
|
|