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 |
|---|---|---|---|---|---|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
56,006
shares
|
$5.12 Million
0.22% of portfolio
|
Q3 2022
Added 6.71%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
55,651
shares
|
$5.09 Million
4.02% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
54,585
shares
|
$4.99 Million
0.17% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
54,270
shares
|
$4.97 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
53,843
shares
|
$4.93 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
53,125
shares
|
$4.86 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
52,295
shares
|
$4.78 Million
0.15% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
52,226
shares
|
$4.78 Million
0.08% of portfolio
|
Q4 2024
Added 11.86%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
51,838
shares
|
$4.74 Million
0.47% of portfolio
|
Q4 2024
Added 8.47%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
50,167
shares
|
$4.59 Million
1.81% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
50,159
shares
|
$4.59 Million
0.92% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
49,857
shares
|
$4.56 Million
0.12% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
48,385
shares
|
$4.43 Million
0.08% of portfolio
|
Q3 2022
Added 11.6%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
47,346
shares
|
$4.33 Million
0.63% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
46,916
shares
|
$4.29 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
46,583
shares
|
$4.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 17.19%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
46,538
shares
|
$4.26 Million
0.16% of portfolio
|
Q4 2024
Reduced 43.69%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
45,716
shares
|
$4.18 Million
0.03% of portfolio
|
Q4 2024
Added 338.19%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
44,245
shares
|
$4.05 Million
0.58% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
43,811
shares
|
$4.01 Million
0.02% of portfolio
|
Q4 2024
Added 8.97%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
43,372
shares
|
$3.97 Million
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
42,755
shares
|
$3.91 Million
0.02% of portfolio
|
Q4 2024
Added 13.76%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
41,668
shares
|
$3.81 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
41,162
shares
|
$3.77 Million
1.07% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jan 24, 2025 Q4 2024 |
40,303
shares
|
$3.69 Million
0.21% of portfolio
|
Q4 2024
Added 0.62%
|