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 |
|---|---|---|---|---|---|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
471
shares
|
$47,721
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
444
shares
|
$44,986
0.02% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
434
shares
|
$43,972
0.0% of portfolio
|
Q3 2024
Reduced 28.62%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
423
shares
|
$42,858
0.01% of portfolio
|
Q3 2024
Reduced 67.66%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
400
shares
|
$40,528
0.0% of portfolio
|
Q3 2025
Reduced 33.55%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
399
shares
|
$40,426
0.01% of portfolio
|
Q2 2024
Reduced 14.38%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
392
shares
|
$39,717
0.0% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
384
shares
|
$38,906
0.01% of portfolio
|
Q2 2025
Reduced 54.88%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 16, 2025 Q3 2025 |
375
shares
|
$37,995
0.0% of portfolio
|
Q4 2024
Added 278.79%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
365
shares
|
$36,981
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
340
shares
|
$34,448
0.02% of portfolio
|
Q3 2025
Reduced 70.1%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
338
shares
|
$34,246
0.02% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
322
shares
|
$32,625
0.02% of portfolio
|
Q2 2025
Reduced 16.8%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2025 Q3 2025 |
317
shares
|
$32,118
0.01% of portfolio
|
Q3 2025
Reduced 13.62%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
300
shares
|
$30,395
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
300
shares
|
$30,395
0.0% of portfolio
|
Q4 2022
Reduced 11.76%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
284
shares
|
$28,774
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
283
shares
|
$28,673
0.0% of portfolio
|
Q4 2024
Reduced 77.94%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
282
shares
|
$28,572
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
280
shares
|
$28,369
0.0% of portfolio
|
Q2 2024
Added 16.18%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
264
shares
|
$26,748
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
258
shares
|
$26,140
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
250
shares
|
$25,330
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Nov 05, 2025 Q3 2025 |
240
shares
|
$24,316
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
236
shares
|
$23,911
0.0% of portfolio
|
Q4 2021
New holding
|
|