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 |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
3,368
shares
|
$341,245
0.01% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 22, 2025 Q3 2025 |
3,360
shares
|
$340,435
0.6% of portfolio
|
Q3 2025
Added 10.64%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
3,357
shares
|
$340,131
0.02% of portfolio
|
Q3 2025
Added 56.21%
|
|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
3,329
shares
|
$337,294
0.05% of portfolio
|
Q3 2025
Reduced 97.7%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
3,320
shares
|
$336,382
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
3,315
shares
|
$335,875
0.04% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,284
shares
|
$332,734
0.01% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
3,280
shares
|
$332,329
0.01% of portfolio
|
Q3 2025
Reduced 84.57%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
3,260
shares
|
$330,303
0.02% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
3,231
shares
|
$327,364
0.03% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
3,231
shares
|
$327,364
0.01% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
3,230
shares
|
$327,263
0.15% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
3,214
shares
|
$325,642
0.14% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
3,201
shares
|
$324,325
0.01% of portfolio
|
Q3 2025
Added 21.9%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jan 13, 2026 Q4 2025 |
3,180
shares
|
$322,197
0.11% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
3,173
shares
|
$321,488
0.05% of portfolio
|
Q3 2025
Reduced 19.43%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
3,150
shares
|
$319,158
0.14% of portfolio
|
Q1 2025
Reduced 14.86%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
3,136
shares
|
$317,739
0.01% of portfolio
|
Q4 2025
Added 9.65%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
3,124
shares
|
$316,523
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
3,121
shares
|
$316,219
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
3,088
shares
|
$312,876
0.01% of portfolio
|
Q3 2025
Reduced 11.95%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
3,087
shares
|
$312,774
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
3,083
shares
|
$312,369
0.06% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
3,072
shares
|
$311,255
0.0% of portfolio
|
Q3 2025
Reduced 9.17%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
3,051
shares
|
$309,127
0.02% of portfolio
|
Q3 2023
Added 13.72%
|
|