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 776 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
137,524
shares
|
$12.6 Million
1.42% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
136,913
shares
|
$12.5 Million
3.93% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
136,074
shares
|
$12.4 Million
4.85% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
134,509
shares
|
$12.3 Million
6.62% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
134,200
shares
|
$12.3 Million
12.35% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
134,068
shares
|
$12.3 Million
0.73% of portfolio
|
Q4 2024
Reduced 9.2%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
133,554
shares
|
$12.2 Million
0.18% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
133,446
shares
|
$12.2 Million
0.03% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
133,018
shares
|
$12.2 Million
0.01% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Feb 14, 2025 Q4 2024 |
131,141
shares
|
$12 Million
9.51% of portfolio
|
Q4 2024
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
128,982
shares
|
$11.8 Million
7.54% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
128,368
shares
|
$11.7 Million
1.69% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
125,729
shares
|
$11.5 Million
0.38% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
121,837
shares
|
$11.1 Million
1.24% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
120,997
shares
|
$11.1 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
120,044
shares
|
$11 Million
1.31% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
119,327
shares
|
$10.9 Million
2.09% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
119,210
shares
|
$10.9 Million
0.06% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
118,482
shares
|
$10.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
117,279
shares
|
$10.7 Million
0.29% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
114,727
shares
|
$10.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
114,283
shares
|
$10.5 Million
0.12% of portfolio
|
Q4 2024
Reduced 63.66%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
113,319
shares
|
$10.4 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Feb 13, 2025 Q4 2024 |
113,177
shares
|
$10.4 Million
1.52% of portfolio
|
Q4 2024
Added 658.0%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
113,127
shares
|
$10.3 Million
2.16% of portfolio
|
Q4 2024
Reduced 0.69%
|