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iShares Core S&P U.S. Value ETF (IUSV) Institutional Ownership

iShares Core S&P U.S. Value ETF logo
$97.20 +0.30 (+0.31%)
As of 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Number of
Institutional Buyers
(last 12 months)
464
Total
Institutional Inflows
(last 12 months)
$3.02B
Number of
Institutional Sellers
(last 12 months)
302
Total
Institutional Outflows
(last 12 months)
$698.30M
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IUSV Institutional Buying and Selling by Quarter

iShares Core S&P U.S. Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2025Atria Wealth Solutions Inc.185,593$17.87M0.4%+54.6%0.084%
7/25/2025Envestnet Portfolio Solutions Inc.3,382$320K0.0%-78.8%0.002%
7/25/2025Endowment Wealth Management Inc.52,937$5.01M2.6%+27.7%0.024%
7/25/2025Sequoia Financial Advisors LLC7,161$678K0.0%-48.3%0.003%
7/25/2025MGO One Seven LLC21,251$2.01M0.1%-48.8%0.010%
7/25/2025Presilium Private Wealth LLC4,796$454K0.1%-80.1%0.002%
7/25/2025Dynamic Financial Group5,683$538K0.5%+12.3%0.003%
7/25/2025Allspring Global Investments Holdings LLC545,632$51.63M0.1%+5.8%0.247%
7/25/2025CWM LLC675,733$63.95M0.2%-1.6%0.306%
7/25/2025Vanguard Personalized Indexing Management LLC2,886$273K0.0%-38.0%0.001%
7/25/2025Hobbs Group Advisors LLC5,616$531K0.2%-4.5%0.003%
7/25/2025Sovereign Financial Group Inc.14,806$1.40M0.3%-1.5%0.007%
7/25/2025Concurrent Investment Advisors LLC127,763$12.09M0.2%+2.8%0.058%
7/25/2025Johnson Investment Counsel Inc.2,494$236K0.0%N/A0.001%
7/25/2025R. W. Roge & Company Inc.9,748$922K0.5%+6.0%0.004%
7/25/2025Apollon Financial LLC10,866$1.03M0.2%+53.2%0.005%
7/25/2025PrairieView Partners LLC68,988$6.53M0.6%+9.0%0.031%
7/24/2025 JFS Wealth Advisors LLC11,478$1.09M0.1%-4.3%0.005%
7/24/2025 Blue Trust Inc.4,856,346$459.56M5.4%+1.6%2.193%
7/24/2025 Robertson Stephens Wealth Management LLC7,515$695K0.0%-87.5%0.003%
7/24/2025 WMG Financial Advisors LLC9,865$934K0.3%-11.5%0.004%
7/24/2025 Coordinated Financial Services Inc.7,045$667K0.5%N/A0.003%
7/24/2025 Blair William & Co. IL1,049,440$99.31M0.3%-7.8%0.474%
7/24/2025 MFA Wealth Services23,663$2.24M1.7%+2.9%0.011%
7/24/2025 US Bancorp DE47,943$4.54M0.0%-1.2%0.022%
7/23/2025 Columbus Macro LLC76,692$7.26M0.9%-7.4%0.035%
7/23/2025 Eagle Strategies LLC26,924$2.55M0.4%+1.6%0.012%
7/23/2025 Fortis Advisors LLC5,000$473K0.3%-49.7%0.002%
7/23/2025 Valmark Advisers Inc.68,898$6.52M0.1%+16.5%0.031%
7/23/2025 Venturi Wealth Management LLC414,772$39.25M1.9%-65.8%0.187%
7/23/2025 Kingswood Wealth Advisors LLC7,082$670K0.1%+39.4%0.003%
7/23/2025 Sachetta LLC10,653$1.01M0.4%-1.1%0.005%
7/23/2025 Drake & Associates LLC283,028$26.78M6.6%+4.7%0.128%
7/23/2025 Prime Capital Investment Advisors LLC5,059$479K0.0%-22.3%0.002%
7/22/2025 Valeo Financial Advisors LLC3,338$316K0.0%+8.9%0.002%
7/22/2025 DAVENPORT & Co LLC2,228$211K0.0%N/A0.001%
7/22/2025 Valpey Financial Services LLC30,174$2.86M2.0%N/A0.014%
7/22/2025 Global Assets Advisory LLC3,888$372K0.1%N/A0.002%
7/22/2025 Merit Financial Group LLC2,288,487$216.56M2.4%-5.0%1.033%
7/22/2025 Global Strategic Investment Solutions LLC144,275$13.65M1.5%-2.3%0.065%
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7/22/2025 Innovative Wealth Building LLC7,418$702K0.6%-46.4%0.003%
7/22/2025 Mascoma Wealth Management LLC5,042$477K0.1%-13.7%0.002%
7/22/2025 Simplicity Wealth LLC4,926$466K0.0%N/A0.002%
7/22/2025 Wealthcare Advisory Partners LLC3,014$285K0.0%+5.1%0.001%
7/22/2025 USAdvisors Wealth Management LLC53,094$5.03M1.9%+1.4%0.024%
7/22/2025 Windward Private Wealth Management Inc.39,678$3.76M1.4%+18.6%0.018%
7/21/2025 Quent Capital LLC99,878$9.45M0.9%-3.4%0.045%
7/21/2025 Ameriflex Group Inc.389$37K0.0%-24.3%0.000%
7/21/2025 ZWJ Investment Counsel Inc.25,242$2.39M0.1%+1.3%0.011%
7/21/2025 Financial Council LLC91,437$8.65M4.2%+0.2%0.041%
7/21/2025 New Century Financial Group LLC3,037$287K0.3%+16.4%0.001%
7/21/2025 Ameritas Advisory Services LLC77,998$7.38M0.4%-43.3%0.035%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,723$542K0.0%+14.2%0.003%
7/21/2025 1900 Wealth Management LLC14,128$1.34M0.1%-3.1%0.006%
7/21/2025 Matauro LLC23,504$2.22M0.4%-5.1%0.011%
7/18/2025 Foundry Financial Group Inc.75,774$7.17M4.1%+1.5%0.034%
7/18/2025 Pure Financial Advisors LLC9,197$870K0.0%+5.7%0.004%
7/18/2025 New Wave Wealth Advisors LLC26,689$2.53M1.1%+3.0%0.012%
7/18/2025 Centricity Wealth Management LLC25,892$2.45M2.0%+1.9%0.012%
7/17/2025 Greenleaf Trust4,003$379K0.0%N/A0.002%
7/17/2025 XML Financial LLC5,720$541K0.0%+3.2%0.003%
7/17/2025 Lauterbach Financial Advisors LLC3,729$353K0.2%+42.4%0.002%
7/17/2025 Northwest Wealth Management LLC9,654$914K0.2%-6.5%0.004%
7/17/2025 HB Wealth Management LLC3,132$296K0.0%-46.2%0.001%
7/17/2025 Janney Montgomery Scott LLC59,823$5.66M0.0%-8.5%0.027%
7/17/2025 Fifth Third Securities Inc.6,013$569K0.0%+12.1%0.003%
7/17/2025 Sound Income Strategies LLC3,062$290K0.0%+615.4%0.001%
7/17/2025 Vermillion Wealth Management Inc.1,295$123K0.1%N/A0.001%
7/17/2025 XY Planning Network Inc.22,509$2.13M0.7%-1.1%0.010%
7/16/2025 Signature Resources Capital Management LLC2,273$215K0.1%-20.0%0.001%
7/16/2025 Diversified Enterprises LLC3,373$319K0.0%-5.2%0.002%
7/16/2025 Signaturefd LLC4,483,865$424.31M7.2%+0.5%2.025%
7/16/2025 Augustine Asset Management Inc.4,357$412K0.1%+14.3%0.002%
7/16/2025 ST Germain D J Co. Inc.6,804$644K0.0%+78.9%0.003%
7/16/2025 Southern Capital Advisors LLC281,281$26.62M13.6%+2.1%0.127%
7/16/2025 Falcon Wealth Planning2,364$224K0.0%N/A0.001%
7/16/2025 Perigon Wealth Management LLC50,607$4.79M0.1%+2.6%0.023%
7/16/2025 Motive Wealth Advisors76,314$7.22M3.3%+3.2%0.034%
7/16/2025 Ironwood Wealth Management Inc.196,976$18.85M8.9%-0.1%0.089%
7/15/2025 North Star Investment Management Corp.2,485$235K0.0%+249.5%0.001%
7/15/2025 Verum Partners LLC2,134$202K0.0%-9.2%0.001%
7/15/2025 Legacy Solutions LLC73,408$6.95M6.7%+2.0%0.033%
7/15/2025 TD Private Client Wealth LLC159,729$15.12M0.4%-7.9%0.072%
7/15/2025 Legacy Financial Group LLC144,594$13.68M1.9%+20.7%0.065%
7/15/2025 Fifth Third Bancorp1,603$152K0.0%+50.0%0.001%
7/15/2025 Eaton Financial Holdings Company LLC72,173$6.83M2.1%-36.8%0.033%
7/15/2025 Boyd Wealth Management LLC16,343$1.55M0.7%+49.5%0.007%
7/15/2025 Financial Partners Group Inc160,169$15.16M2.1%+5.6%0.072%
7/14/2025 Occidental Asset Management LLC8,646$818K0.1%-51.3%0.004%
7/14/2025 Leonard Rickey Investment Advisors P.L.L.C.34,094$3.23M0.6%-3.1%0.015%
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7/14/2025 MFA Wealth Advisors LLC138,340$13.09M3.1%-3.0%0.062%
7/14/2025 Golden State Equity Partners15,440$1.46M0.3%+23.5%0.007%
7/14/2025 McGlone Suttner Wealth Management Inc.613,488$58.05M8.8%+3.3%0.277%
7/14/2025 U.S. Capital Wealth Advisors LLC2,592$245K0.0%-7.5%0.001%
7/14/2025 Flagstar Advisors Inc.5,122$485K0.1%-9.3%0.002%
7/14/2025 Toth Financial Advisory Corp558$53K0.0%N/A0.000%
7/14/2025 Park Avenue Securities LLC4,942$468K0.0%N/A0.002%
7/11/2025 Wealth Management Partners LLC40,038$3.83M1.4%+0.6%0.018%
7/11/2025 Hilltop Wealth Advisors LLC37,626$3.56M2.0%+6.7%0.017%
7/11/2025 Farther Finance Advisors LLC19,794$1.87M0.0%-6.0%0.009%
(Data available from 1/1/2016 forward)

IUSV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IUSV shares?

During the previous two years, 728 institutional investors and hedge funds held shares of iShares Core S&P U.S. Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($6.63B), LPL Financial LLC ($1.33B), Morgan Stanley ($578.76M), Blue Trust Inc. ($459.56M), Jones Financial Companies Lllp ($441.70M), Envestnet Asset Management Inc. ($424.48M), and Signaturefd LLC ($424.31M).Learn more on iShares Core S&P U.S. Value ETF's institutional investors.

Which institutional investors have been buying iShares Core S&P U.S. Value ETF's stock?

Of the 619 institutional investors that purchased iShares Core S&P U.S. Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($6.01M), Kestra Investment Management LLC ($2.77M), LPL Financial LLC ($2.30M), Life Planning Partners Inc ($2.27M), CHURCHILL MANAGEMENT Corp ($1.88M), Jones Financial Companies Lllp ($1.60M), and Raymond James Financial Inc. ($1.42M).

How much institutional buying is happening at iShares Core S&P U.S. Value ETF?

Institutional investors have bought a total of 32,669,095 shares in the last 24 months. This purchase volume represents approximately $3.02B in transactions.

Which of iShares Core S&P U.S. Value ETF's major shareholders have been selling company stock?

Of the 302 institutional investors that sold iShares Core S&P U.S. Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Venturi Wealth Management LLC ($1.14M), Auto Owners Insurance Co ($840.20K), Merit Financial Group LLC ($684.52K), Corient Private Wealth LLC ($499.02K), Blue Trust Inc. ($426.18K), Atria Investments Inc ($256.65K), and Atria Wealth Solutions Inc. ($200.21K).

How much institutional selling is happening at iShares Core S&P U.S. Value ETF?

Institutional investors have sold a total of 7,509,979 shares in the last 24 months. This volume of shares sold represents approximately $698.30M in transactions.



This page (NASDAQ:IUSV) was last updated on 7/25/2025 by MarketBeat.com Staff
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