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 740 institutions that hold shares in the stock, with a total of 166 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 |
|---|---|---|---|---|---|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
2,622
shares
|
$250,007
0.08% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
2,621
shares
|
$249,912
0.01% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
2,610
shares
|
$248,863
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
2,610
shares
|
$248,863
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
2,607
shares
|
$248,577
0.01% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,604
shares
|
$248,291
0.14% of portfolio
|
Q2 2024
Reduced 95.47%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
2,600
shares
|
$247,909
0.11% of portfolio
|
Q2 2023
Reduced 13.33%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
2,595
shares
|
$247,433
0.08% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
2,576
shares
|
$245,621
0.01% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,575
shares
|
$245,526
0.04% of portfolio
|
Q4 2024
Added 12.59%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,558
shares
|
$243,905
0.05% of portfolio
|
Q4 2024
Reduced 20.26%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
2,529
shares
|
$241,140
0.01% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
2,527
shares
|
$240,949
0.01% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Jan 24, 2025 Q4 2024 |
2,520
shares
|
$240,282
0.17% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,516
shares
|
$239,900
0.01% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,491
shares
|
$237,516
0.02% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,436
shares
|
$232,272
0.06% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
2,430
shares
|
$231,700
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
2,412
shares
|
$229,984
0.05% of portfolio
|
Q3 2024
Reduced 24.32%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
2,394
shares
|
$228,267
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,393
shares
|
$228,172
0.11% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
2,390
shares
|
$227,886
0.01% of portfolio
|
Q4 2024
Reduced 22.1%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
2,358
shares
|
$224,835
0.0% of portfolio
|
Q4 2024
Added 15620.0%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
2,345
shares
|
$223,595
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
2,315
shares
|
$220,735
0.01% of portfolio
|
Q4 2024
Added 1.31%
|