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 |
|---|---|---|---|---|---|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
49,838
shares
|
$5.05 Million
1.49% of portfolio
|
Q3 2025
Reduced 5.02%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
48,948
shares
|
$4.96 Million
1.69% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
48,576
shares
|
$4.92 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.14%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
48,385
shares
|
$4.9 Million
0.08% of portfolio
|
Q3 2022
Added 11.6%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Nov 05, 2025 Q3 2025 |
48,098
shares
|
$4.87 Million
0.71% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
47,932
shares
|
$4.86 Million
0.02% of portfolio
|
Q3 2025
Added 45.7%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
47,639
shares
|
$4.83 Million
0.86% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
47,573
shares
|
$4.82 Million
0.79% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
47,244
shares
|
$4.79 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
47,018
shares
|
$4.76 Million
0.14% of portfolio
|
Q3 2025
Added 1713.97%
|
|
|
Elm Partners Management LLC
|
Nov 04, 2025 Q3 2025 |
45,162
shares
|
$4.58 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
44,559
shares
|
$4.51 Million
2.13% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
44,245
shares
|
$4.48 Million
0.58% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
43,988
shares
|
$4.46 Million
0.05% of portfolio
|
Q3 2025
Added 53.34%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
43,372
shares
|
$4.39 Million
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
43,325
shares
|
$4.39 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
42,913
shares
|
$4.35 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
42,149
shares
|
$4.27 Million
0.0% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
41,828
shares
|
$4.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
41,108
shares
|
$4.17 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2025 Q3 2025 |
40,833
shares
|
$4.14 Million
1.49% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Hilltop Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
40,551
shares
|
$4.11 Million
2.11% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
40,526
shares
|
$4.11 Million
0.32% of portfolio
|
Q3 2025
Reduced 23.1%
|
|
|
Windward Private Wealth Management Inc.
|
Nov 05, 2025 Q3 2025 |
39,590
shares
|
$4.01 Million
1.37% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
39,577
shares
|
$4.01 Million
0.0% of portfolio
|
Q3 2025
Added 238.99%
|
|