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 |
|---|---|---|---|---|---|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 07, 2025 Q3 2025 |
138,653
shares
|
$14 Million
7.45% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
136,971
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 9.79%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Nov 06, 2025 Q3 2025 |
136,958
shares
|
$13.9 Million
10.5% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
135,561
shares
|
$13.7 Million
6.52% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
135,026
shares
|
$13.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
130,862
shares
|
$13.3 Million
0.06% of portfolio
|
Q3 2025
Added 12.33%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
128,229
shares
|
$13 Million
0.39% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
127,097
shares
|
$12.9 Million
0.88% of portfolio
|
Q3 2025
Added 62.95%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
122,430
shares
|
$12.4 Million
0.06% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Oct 24, 2025 Q3 2025 |
119,689
shares
|
$12.1 Million
3.64% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
118,306
shares
|
$12 Million
0.76% of portfolio
|
Q3 2025
Added 6.11%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
117,436
shares
|
$11.9 Million
0.15% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
117,184
shares
|
$11.9 Million
0.26% of portfolio
|
Q3 2025
Reduced 26.64%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
117,090
shares
|
$11.9 Million
1.13% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
115,711
shares
|
$11.7 Million
1.42% of portfolio
|
Q3 2025
Added 15.39%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
113,914
shares
|
$11.5 Million
0.08% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
113,900
shares
|
$11.5 Million
3.68% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
113,270
shares
|
$11.5 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
112,580
shares
|
$11.4 Million
0.82% of portfolio
|
Q3 2025
Reduced 55.18%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
109,096
shares
|
$11.1 Million
0.33% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
106,769
shares
|
$10.8 Million
1.03% of portfolio
|
Q3 2025
Reduced 6.64%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
106,085
shares
|
$10.7 Million
0.1% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
103,217
shares
|
$10.5 Million
7.41% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
99,312
shares
|
$10.1 Million
0.87% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
98,339
shares
|
$9.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.31%
|
|