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 777 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
387
shares
|
$35,751
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
375
shares
|
$34,642
0.0% of portfolio
|
Q4 2024
Added 278.79%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
365
shares
|
$33,718
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
353
shares
|
$32,610
0.02% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
337
shares
|
$31,132
0.02% of portfolio
|
Q3 2024
Added 891.18%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
300
shares
|
$27,714
0.0% of portfolio
|
Q4 2022
Reduced 11.76%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
284
shares
|
$26,235
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
283
shares
|
$26,143
0.0% of portfolio
|
Q4 2024
Reduced 77.94%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
280
shares
|
$25,866
0.0% of portfolio
|
Q2 2024
Added 16.18%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
250
shares
|
$23,095
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
250
shares
|
$23,095
0.0% of portfolio
|
Q4 2024
Reduced 67.82%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
236
shares
|
$21,801
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
226
shares
|
$20,877
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
224
shares
|
$20,693
0.01% of portfolio
|
Q4 2024
Added 37.42%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
220
shares
|
$20,323
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
212
shares
|
$19,584
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
194
shares
|
$17,921
0.0% of portfolio
|
Q3 2024
Added 781.82%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
180
shares
|
$16,628
0.01% of portfolio
|
Q4 2022
Added 20.0%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
177
shares
|
$16,351
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
174
shares
|
$16,074
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
171
shares
|
$15,796
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
165
shares
|
$15,242
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
158
shares
|
$14,596
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
153
shares
|
$14,134
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
150
shares
|
$13,857
0.0% of portfolio
|
Q3 2024
New holding
|