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 |
|---|---|---|---|---|---|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
1,750
shares
|
$166,862
0.02% of portfolio
|
Q2 2023
Reduced 2.23%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
1,743
shares
|
$166,195
0.05% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,731
shares
|
$165,050
0.03% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
1,712
shares
|
$163,239
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
1,611
shares
|
$153,608
0.08% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,531
shares
|
$145,980
0.01% of portfolio
|
Q4 2023
Added 0.79%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
1,499
shares
|
$142,929
0.04% of portfolio
|
Q4 2024
Reduced 10.19%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,490
shares
|
$142,071
0.0% of portfolio
|
Q3 2022
Added 396.67%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,447
shares
|
$137,971
0.01% of portfolio
|
Q3 2024
Reduced 27.14%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,364
shares
|
$130,057
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
1,332
shares
|
$127,006
0.03% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,323
shares
|
$126,148
0.02% of portfolio
|
Q3 2024
Added 21.71%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,265
shares
|
$120,617
0.0% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
1,222
shares
|
$116,517
0.05% of portfolio
|
Q3 2024
Reduced 19.71%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,214
shares
|
$115,754
0.0% of portfolio
|
Q3 2024
Reduced 31.3%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
1,189
shares
|
$113,371
0.01% of portfolio
|
Q2 2024
Reduced 59.01%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
1,171
shares
|
$111,654
0.0% of portfolio
|
Q3 2022
Added 95.82%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,142
shares
|
$108,889
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
1,082
shares
|
$103,168
0.03% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,070
shares
|
$102,024
0.01% of portfolio
|
Q4 2024
Reduced 92.61%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,013
shares
|
$96,589
0.01% of portfolio
|
Q3 2024
Added 14.08%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
967
shares
|
$92,203
0.01% of portfolio
|
Q1 2024
Reduced 8.08%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
946
shares
|
$90,201
0.03% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
942
shares
|
$89,819
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
903
shares
|
$86,101
0.0% of portfolio
|
Q3 2018
Added 0.09%
|