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 |
|---|---|---|---|---|---|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
39,585
shares
|
$3.62 Million
1.6% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
39,055
shares
|
$3.57 Million
0.29% of portfolio
|
Q4 2024
Added 288.57%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
38,897
shares
|
$3.56 Million
0.14% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
38,529
shares
|
$3.53 Million
0.04% of portfolio
|
Q2 2024
Reduced 5.25%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
38,388
shares
|
$3.51 Million
0.04% of portfolio
|
Q4 2024
Added 13.39%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
37,772
shares
|
$3.46 Million
0.03% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
36,994
shares
|
$3.38 Million
1.28% of portfolio
|
Q4 2024
Reduced 34.27%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
36,721
shares
|
$3.36 Million
0.34% of portfolio
|
Q4 2024
Reduced 42.54%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
36,434
shares
|
$3.33 Million
0.69% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
35,879
shares
|
$3.28 Million
0.77% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
35,793
shares
|
$3.27 Million
0.76% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
35,658
shares
|
$3.26 Million
0.47% of portfolio
|
Q2 2023
Reduced 6.12%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
35,581
shares
|
$3.26 Million
0.98% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
34,182
shares
|
$3.13 Million
0.11% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
34,064
shares
|
$3.12 Million
1.6% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
33,996
shares
|
$3.11 Million
0.51% of portfolio
|
Q4 2024
Reduced 13.79%
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
33,792
shares
|
$3.09 Million
1.22% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
33,747
shares
|
$3.09 Million
2.35% of portfolio
|
Q4 2024
Added 17.97%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
33,581
shares
|
$3.07 Million
0.0% of portfolio
|
Q4 2024
Added 36.23%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
33,427
shares
|
$3.06 Million
1.21% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
33,197
shares
|
$3.04 Million
0.05% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
32,962
shares
|
$3.02 Million
1.84% of portfolio
|
Q4 2024
Added 15.58%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
31,720
shares
|
$2.9 Million
1.63% of portfolio
|
Q3 2022
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
31,224
shares
|
$2.86 Million
0.19% of portfolio
|
Q4 2024
Reduced 31.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
30,792
shares
|
$2.82 Million
0.08% of portfolio
|
Q2 2020
Added 20.53%
|