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 835 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 |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
3,029
shares
|
$306,898
0.02% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
3,004
shares
|
$304,365
0.08% of portfolio
|
Q2 2025
Added 21.52%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
2,960
shares
|
$299,907
0.03% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
2,924
shares
|
$296,259
0.06% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,923
shares
|
$296,158
0.0% of portfolio
|
Q3 2025
Added 32.44%
|
|
|
Bank Ozk
|
Nov 13, 2025 Q3 2025 |
2,909
shares
|
$294,739
0.11% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
2,909
shares
|
$294,739
0.02% of portfolio
|
Q3 2025
Reduced 13.76%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
2,899
shares
|
$293,726
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Nov 04, 2025 Q3 2025 |
2,894
shares
|
$293,220
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
2,893
shares
|
$293,118
0.0% of portfolio
|
Q3 2025
Reduced 70.82%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
2,886
shares
|
$292,409
0.0% of portfolio
|
Q2 2025
Reduced 38.0%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,855
shares
|
$289,268
0.03% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
2,832
shares
|
$286,938
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,832
shares
|
$286,938
0.14% of portfolio
|
Q1 2024
Reduced 4.13%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 13, 2025 Q3 2025 |
2,817
shares
|
$285,418
0.08% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
2,817
shares
|
$285,418
0.03% of portfolio
|
Q4 2025
Added 8.01%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
2,808
shares
|
$284,506
0.26% of portfolio
|
Q4 2025
Reduced 2.77%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,803
shares
|
$283,999
0.02% of portfolio
|
Q2 2025
Reduced 94.38%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
2,800
shares
|
$283,696
0.05% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
2,720
shares
|
$275,590
0.09% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
2,720
shares
|
$275,590
0.01% of portfolio
|
Q4 2025
Reduced 0.87%
|
|
|
Joule Financial, LLC
|
Nov 03, 2025 Q3 2025 |
2,697
shares
|
$273,260
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
2,681
shares
|
$271,638
0.0% of portfolio
|
Q3 2025
Reduced 73.77%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
2,675
shares
|
$271,031
0.02% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
2,673
shares
|
$270,828
0.06% of portfolio
|
Q4 2023
Added 2.61%
|
|