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 |
|---|---|---|---|---|---|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
2,430
shares
|
$229,270
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
2,412
shares
|
$227,572
0.05% of portfolio
|
Q3 2024
Reduced 24.32%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
2,403
shares
|
$226,723
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
2,394
shares
|
$225,873
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,393
shares
|
$225,779
0.11% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
2,390
shares
|
$225,496
0.01% of portfolio
|
Q4 2024
Reduced 22.1%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
2,358
shares
|
$222,477
0.0% of portfolio
|
Q4 2024
Added 15620.0%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
2,357
shares
|
$222,382
0.03% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
2,345
shares
|
$221,250
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
2,315
shares
|
$218,420
0.01% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,312
shares
|
$218,137
0.04% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,305
shares
|
$217,476
0.08% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
2,294
shares
|
$216,438
0.04% of portfolio
|
Q4 2024
Reduced 24.46%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
2,292
shares
|
$216,250
0.07% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
2,292
shares
|
$216,250
0.13% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
2,289
shares
|
$215,967
0.17% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
2,284
shares
|
$215,495
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
2,282
shares
|
$215,306
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
2,260
shares
|
$213,231
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
2,253
shares
|
$212,570
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
2,252
shares
|
$212,476
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
2,250
shares
|
$212,287
0.02% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
2,181
shares
|
$205,777
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,151
shares
|
$202,946
0.02% of portfolio
|
Q2 2024
Reduced 63.9%
|
|
|
Gibson Capital, LLC
Wexford, PA |
Oct 10, 2024 Q3 2024 |
2,106
shares
|
$198,701
0.04% of portfolio
|
Q3 2024
New holding
|