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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
63,607
shares
|
$6.44 Million
0.02% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
62,692
shares
|
$6.35 Million
2.36% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
62,664
shares
|
$6.35 Million
0.15% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
62,474
shares
|
$6.33 Million
1.89% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
61,425
shares
|
$6.22 Million
0.74% of portfolio
|
Q3 2025
Reduced 19.91%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
60,656
shares
|
$6.15 Million
3.22% of portfolio
|
Q3 2025
Added 14.58%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
60,299
shares
|
$6.11 Million
0.14% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Weil Company, Inc.
|
Nov 06, 2025 Q3 2025 |
58,739
shares
|
$5.95 Million
1.7% of portfolio
|
Q3 2025
Added 14.38%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
58,495
shares
|
$5.93 Million
0.22% of portfolio
|
Q3 2025
Reduced 50.2%
|
|
|
Defined Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
58,203
shares
|
$5.9 Million
3.54% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
57,733
shares
|
$5.85 Million
0.38% of portfolio
|
Q3 2025
Reduced 23.67%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
57,516
shares
|
$5.83 Million
4.22% of portfolio
|
Q3 2025
Reduced 35.64%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Oct 29, 2025 Q3 2025 |
57,006
shares
|
$5.78 Million
5.26% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
56,564
shares
|
$5.73 Million
0.01% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
56,434
shares
|
$5.72 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
56,414
shares
|
$5.72 Million
0.27% of portfolio
|
Q3 2025
Reduced 41.58%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
56,006
shares
|
$5.67 Million
0.22% of portfolio
|
Q3 2022
Added 6.71%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
55,407
shares
|
$5.61 Million
0.11% of portfolio
|
Q3 2025
Reduced 52.8%
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
55,293
shares
|
$5.6 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
54,270
shares
|
$5.5 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 17, 2025 Q3 2025 |
53,513
shares
|
$5.42 Million
1.51% of portfolio
|
Q3 2025
Reduced 25.85%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
52,712
shares
|
$5.34 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
51,876
shares
|
$5.26 Million
0.09% of portfolio
|
Q3 2025
Added 10.63%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
51,316
shares
|
$5.2 Million
0.11% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2025 Q3 2025 |
49,891
shares
|
$5.05 Million
1.8% of portfolio
|
Q3 2025
Reduced 0.66%
|
|