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 |
|---|---|---|---|---|---|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
3,982
shares
|
$375,701
0.11% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
3,976
shares
|
$375,135
0.05% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
3,965
shares
|
$374,097
0.02% of portfolio
|
Q4 2024
Reduced 74.4%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Feb 05, 2025 Q4 2024 |
3,949
shares
|
$372,588
0.11% of portfolio
|
Q4 2024
Reduced 38.77%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
3,945
shares
|
$372,210
0.01% of portfolio
|
Q4 2024
Reduced 65.26%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
3,938
shares
|
$371,550
0.0% of portfolio
|
Q4 2024
Added 68.87%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
3,938
shares
|
$371,550
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
3,919
shares
|
$369,757
0.04% of portfolio
|
Q1 2022
Reduced 64.37%
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
3,891
shares
|
$367,115
0.1% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
3,887
shares
|
$366,738
0.03% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
3,834
shares
|
$361,737
0.05% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
3,819
shares
|
$360,322
0.28% of portfolio
|
Q2 2024
Reduced 3.78%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
3,784
shares
|
$357,020
0.0% of portfolio
|
Q2 2023
Reduced 1.18%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
3,758
shares
|
$354,567
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,755
shares
|
$354,284
0.0% of portfolio
|
Q3 2024
Added 103.08%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
3,727
shares
|
$351,642
0.03% of portfolio
|
Q1 2024
Added 161.18%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,711
shares
|
$350,132
0.01% of portfolio
|
Q4 2023
Reduced 20.09%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
3,703
shares
|
$349,378
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,701
shares
|
$349,189
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
3,700
shares
|
$349,095
0.19% of portfolio
|
Q1 2021
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
3,689
shares
|
$348,057
1.36% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,689
shares
|
$348,057
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
3,684
shares
|
$347,585
0.06% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
3,663
shares
|
$345,604
0.02% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,644
shares
|
$343,811
0.28% of portfolio
|
Q3 2022
Reduced 17.54%
|