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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
97,259
shares
|
$9.85 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
96,074
shares
|
$9.73 Million
0.15% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Financial Council Asset Management Inc
|
Oct 15, 2025 Q3 2025 |
91,024
shares
|
$9.22 Million
4.06% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
89,368
shares
|
$9.05 Million
0.0% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
88,593
shares
|
$8.98 Million
5.13% of portfolio
|
Q2 2025
Added 15.21%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
88,160
shares
|
$8.93 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
87,703
shares
|
$8.89 Million
1.03% of portfolio
|
Q3 2025
Reduced 27.68%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
86,648
shares
|
$8.78 Million
0.06% of portfolio
|
Q3 2025
Added 149.43%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
86,136
shares
|
$8.73 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
85,842
shares
|
$8.7 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
81,096
shares
|
$8.22 Million
0.39% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
77,845
shares
|
$7.89 Million
2.04% of portfolio
|
Q2 2022
Reduced 1.66%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
77,503
shares
|
$7.85 Million
0.79% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Motive Wealth Advisors
|
Oct 20, 2025 Q3 2025 |
77,481
shares
|
$7.85 Million
3.4% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
76,750
shares
|
$7.78 Million
4.03% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
76,488
shares
|
$7.75 Million
3.53% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
76,334
shares
|
$7.73 Million
0.09% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
75,182
shares
|
$7.62 Million
0.05% of portfolio
|
Q2 2025
Added 100.97%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Oct 09, 2025 Q3 2025 |
73,679
shares
|
$7.47 Million
6.62% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
73,643
shares
|
$7.46 Million
5.83% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
72,916
shares
|
$7.39 Million
0.1% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Canvas Wealth Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
72,145
shares
|
$7.31 Million
1.36% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
71,952
shares
|
$7.29 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
68,988
shares
|
$6.99 Million
0.63% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
67,407
shares
|
$6.83 Million
0.04% of portfolio
|
Q3 2025
Added 3.75%
|
|