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 |
|---|---|---|---|---|---|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
75,621
shares
|
$6.92 Million
3.78% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
74,784
shares
|
$6.84 Million
3.14% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
73,718
shares
|
$6.74 Million
0.01% of portfolio
|
Q4 2024
Added 252.16%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
73,125
shares
|
$6.69 Million
0.03% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
71,952
shares
|
$6.58 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
69,735
shares
|
$6.38 Million
7.04% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
69,220
shares
|
$6.33 Million
0.02% of portfolio
|
Q4 2024
Added 14.68%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
67,308
shares
|
$6.16 Million
0.03% of portfolio
|
Q4 2024
Added 42.8%
|
|
|
Equity Investment Corp
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
66,706
shares
|
$6.1 Million
0.15% of portfolio
|
Q4 2024
Added 152.94%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
66,481
shares
|
$6.08 Million
1.58% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
65,841
shares
|
$6.02 Million
0.2% of portfolio
|
Q4 2024
Reduced 14.46%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
63,627
shares
|
$5.82 Million
0.62% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
62,362
shares
|
$5.71 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
61,663
shares
|
$5.64 Million
3.75% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
61,549
shares
|
$5.63 Million
0.33% of portfolio
|
Q4 2024
Added 19.86%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
61,020
shares
|
$5.58 Million
0.05% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
60,561
shares
|
$5.54 Million
3.84% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
60,281
shares
|
$5.52 Million
1.81% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
60,032
shares
|
$5.49 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
59,930
shares
|
$5.48 Million
0.58% of portfolio
|
Q4 2024
Added 10.06%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
59,101
shares
|
$5.41 Million
0.37% of portfolio
|
Q4 2024
Added 15.39%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
58,286
shares
|
$5.33 Million
0.85% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
57,352
shares
|
$5.25 Million
1.91% of portfolio
|
Q4 2024
Reduced 23.18%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Feb 03, 2025 Q4 2024 |
57,205
shares
|
$5.23 Million
5.05% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
56,636
shares
|
$5.18 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.24%
|