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 |
|---|---|---|---|---|---|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
212,274
shares
|
$21.5 Million
0.94% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
210,581
shares
|
$21.3 Million
0.16% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
207,794
shares
|
$21.1 Million
5.84% of portfolio
|
Q3 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
203,536
shares
|
$20.6 Million
3.88% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Nov 07, 2025 Q3 2025 |
203,058
shares
|
$20.6 Million
12.52% of portfolio
|
Q3 2025
Added 2.99%
|
|
|
Ironwood Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
198,807
shares
|
$20.1 Million
8.96% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
185,593
shares
|
$18.8 Million
0.42% of portfolio
|
Q2 2025
Added 54.62%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
185,093
shares
|
$18.8 Million
0.35% of portfolio
|
Q3 2025
Added 110.6%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
179,943
shares
|
$18.2 Million
0.22% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
177,961
shares
|
$18 Million
0.04% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
174,452
shares
|
$17.7 Million
4.18% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Oct 27, 2025 Q3 2025 |
168,346
shares
|
$17.1 Million
8.73% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
High Probability Advisors, LLC
Pittsford, NY |
Oct 14, 2025 Q3 2025 |
166,629
shares
|
$16.9 Million
2.28% of portfolio
|
Q3 2025
Added 3.74%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
164,818
shares
|
$16.7 Million
5.62% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
164,711
shares
|
$16.7 Million
0.94% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
163,671
shares
|
$16.6 Million
1.66% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
160,363
shares
|
$16.2 Million
2.09% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
152,478
shares
|
$15.4 Million
0.01% of portfolio
|
Q3 2025
Added 16.28%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
151,153
shares
|
$15.3 Million
0.08% of portfolio
|
Q3 2025
Added 61.08%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
148,789
shares
|
$15.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
144,760
shares
|
$14.7 Million
1.53% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
144,594
shares
|
$14.7 Million
2.32% of portfolio
|
Q2 2025
Added 20.74%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
142,135
shares
|
$14.4 Million
0.02% of portfolio
|
Q3 2025
Added 15.28%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
141,992
shares
|
$14.4 Million
0.24% of portfolio
|
Q3 2025
Added 11.14%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 20, 2025 Q3 2025 |
140,045
shares
|
$14.2 Million
3.14% of portfolio
|
Q3 2025
Added 1.23%
|
|