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 834 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 |
|---|---|---|---|---|---|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
363,422
shares
|
$36.8 Million
0.71% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
362,036
shares
|
$36.7 Million
1.43% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
361,964
shares
|
$36.7 Million
3.63% of portfolio
|
Q3 2025
Reduced 18.4%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
355,310
shares
|
$36 Million
0.19% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
352,058
shares
|
$35.7 Million
0.49% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
348,000
shares
|
$35.3 Million
0.53% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
341,885
shares
|
$34.6 Million
2.35% of portfolio
|
Q3 2025
Added 27.65%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
317,175
shares
|
$32.1 Million
0.17% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
301,900
shares
|
$30.6 Million
0.08% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Forth Right Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
300,127
shares
|
$30.4 Million
8.88% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
298,779
shares
|
$30.3 Million
6.73% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
295,632
shares
|
$30 Million
1.99% of portfolio
|
Q3 2025
Reduced 20.32%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
286,855
shares
|
$29.1 Million
13.76% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
279,106
shares
|
$28.3 Million
10.61% of portfolio
|
Q3 2025
Added 8.6%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 05, 2025 Q3 2025 |
271,114
shares
|
$27.5 Million
6.26% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
268,483
shares
|
$27.2 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
251,324
shares
|
$25.5 Million
0.24% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
245,103
shares
|
$24.8 Million
0.05% of portfolio
|
Q3 2025
Added 18.76%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
244,102
shares
|
$24.7 Million
1.23% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
242,418
shares
|
$24.6 Million
0.99% of portfolio
|
Q3 2025
Reduced 8.14%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
235,800
shares
|
$23.9 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
233,674
shares
|
$23.7 Million
1.19% of portfolio
|
Q3 2025
Reduced 43.66%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
220,774
shares
|
$22.4 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
216,061
shares
|
$21.9 Million
0.94% of portfolio
|
Q3 2025
Added 10.42%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
213,924
shares
|
$21.7 Million
2.22% of portfolio
|
Q3 2025
Reduced 6.42%
|
|