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 |
|---|---|---|---|---|---|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
112,553
shares
|
$10.3 Million
1.69% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
110,611
shares
|
$10.1 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
108,993
shares
|
$9.97 Million
4.34% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
105,722
shares
|
$9.67 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
102,878
shares
|
$9.41 Million
1.02% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
100,396
shares
|
$9.19 Million
7.88% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
99,839
shares
|
$9.13 Million
0.33% of portfolio
|
Q4 2024
Added 324.79%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
98,284
shares
|
$8.99 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
97,160
shares
|
$8.89 Million
0.88% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
95,323
shares
|
$8.72 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
91,203
shares
|
$8.34 Million
4.36% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
90,685
shares
|
$8.3 Million
1.95% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 17, 2025 Q4 2024 |
90,443
shares
|
$8.27 Million
8.12% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
87,296
shares
|
$7.99 Million
0.17% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
86,060
shares
|
$7.87 Million
0.0% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
85,723
shares
|
$7.84 Million
1.48% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
83,509
shares
|
$7.64 Million
1.12% of portfolio
|
Q4 2024
Added 92.73%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
82,684
shares
|
$7.56 Million
0.01% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
80,374
shares
|
$7.35 Million
0.69% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
79,912
shares
|
$7.31 Million
2.42% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
79,605
shares
|
$7.28 Million
0.09% of portfolio
|
Q4 2024
Added 16.64%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
78,243
shares
|
$7.16 Million
4.2% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
77,845
shares
|
$7.12 Million
2.04% of portfolio
|
Q2 2022
Reduced 1.66%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
75,946
shares
|
$6.95 Million
0.34% of portfolio
|
Q4 2024
Added 84.08%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
75,722
shares
|
$6.93 Million
4.34% of portfolio
|
Q4 2024
Reduced 0.8%
|