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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,154
shares
|
$297,579
0.01% of portfolio
|
Q4 2024
Added 46.15%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,132
shares
|
$295,504
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
3,102
shares
|
$292,673
0.06% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
3,087
shares
|
$291,258
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,051
shares
|
$287,861
0.02% of portfolio
|
Q3 2023
Added 13.72%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,041
shares
|
$286,918
0.01% of portfolio
|
Q3 2024
Reduced 43.81%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
3,029
shares
|
$285,786
0.02% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
2,962
shares
|
$279,464
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,960
shares
|
$279,276
0.04% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
2,956
shares
|
$278,898
0.06% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
2,955
shares
|
$278,804
0.08% of portfolio
|
Q1 2024
Reduced 31.23%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
2,899
shares
|
$273,520
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
2,890
shares
|
$272,671
0.03% of portfolio
|
Q4 2024
Reduced 37.74%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
2,880
shares
|
$271,728
0.06% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
2,858
shares
|
$269,652
0.11% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,858
shares
|
$269,652
0.01% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
2,841
shares
|
$268,048
0.23% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,832
shares
|
$267,199
0.14% of portfolio
|
Q1 2024
Reduced 4.13%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
2,832
shares
|
$267,199
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,819
shares
|
$265,972
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
2,801
shares
|
$264,274
0.01% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
2,800
shares
|
$264,180
0.06% of portfolio
|
Q4 2019
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
2,786
shares
|
$262,859
0.13% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
2,736
shares
|
$258,141
0.01% of portfolio
|
Q3 2024
Added 15.64%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
2,727
shares
|
$257,292
0.01% of portfolio
|
Q4 2024
Added 19.24%
|