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

iShares Core S&P U.S. Value ETF logo
$100.95 +0.31 (+0.31%)
As of 12:39 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Number of
Institutional Buyers
(last 12 months)
485
Total
Institutional Inflows
(last 12 months)
$3.48B
Number of
Institutional Sellers
(last 12 months)
342
Total
Institutional Outflows
(last 12 months)
$881.87M
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IUSV Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/23/2025HB Wealth Management LLC6,703$670K0.0%+114.0%0.003%
10/23/2025Spire Wealth Management52,712$5.27M0.2%-1.8%0.023%
10/23/2025CX Institutional3,231$323K0.0%-4.4%0.001%
10/23/2025WMG Financial Advisors LLC8,921$892K0.3%-9.6%0.004%
10/23/2025SkyOak Wealth LLC203,536$20.34M3.8%-1.6%0.088%
10/22/2025New Century Financial Group LLC3,360$336K0.6%+10.6%0.001%
10/22/2025McIlrath & Eck LLC2,669$267K0.0%-39.5%0.001%
10/22/2025CoreCap Advisors LLC2,070$207K0.0%+52.9%0.001%
10/22/2025Gladstone Institutional Advisory LLC9,413$941K0.0%+1.8%0.004%
10/22/2025Geneos Wealth Management Inc.24,407$2.44M0.1%+5.0%0.011%
10/22/2025Stevens Capital Partners49,838$4.98M1.5%-5.0%0.022%
10/22/2025Ellis Investment Partners LLC4,193$419K0.1%-4.3%0.002%
10/22/2025TriaGen Wealth Management LLC16,387$1.64M0.4%-0.6%0.007%
10/22/2025Commonwealth Equity Services LLC1,276,928$127.63M0.2%-8.1%0.551%
10/21/2025 Wealth Management Partners LLC40,833$4.08M1.3%+2.0%0.018%
10/21/2025 Eagle Strategies LLC27,147$2.71M0.4%+0.8%0.012%
10/21/2025 Christensen King & Associates Investment Services Inc.3,584$358K0.2%-15.5%0.002%
10/21/2025 Global Retirement Partners LLC62,664$6.26M0.1%+4.5%0.027%
10/21/2025 Signaturefd LLC4,489,109$448.69M7.1%+0.1%1.934%
10/21/2025 Townsend & Associates Inc361,964$36.07M3.4%-18.4%0.156%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors31,620$3.16M0.2%-9.1%0.014%
10/21/2025 Summit Wealth Partners LLC47,639$4.76M0.9%-0.4%0.021%
10/21/2025 Silver Oak Securities Incorporated37,127$3.71M0.3%+0.4%0.016%
10/21/2025 Amplius Wealth Advisors LLC87,703$8.77M0.8%-27.7%0.038%
10/21/2025 Presilium Private Wealth LLC5,423$542K0.1%+13.1%0.002%
10/21/2025 Golden State Equity Partners14,318$1.43M0.2%-7.3%0.006%
10/21/2025 Financial Consulate Inc.818$82K0.0%N/A0.000%
10/21/2025 Mather Group LLC.463$46K0.0%N/A0.000%
10/20/2025 XML Financial LLC6,157$615K0.1%+7.6%0.003%
10/20/2025 HighMark Wealth Management LLC76,488$7.64M3.4%-1.0%0.033%
10/20/2025 Motive Wealth Advisors77,481$7.74M3.3%+1.5%0.033%
10/20/2025 Miracle Mile Advisors LLC25,947$2.59M0.0%N/A0.011%
10/20/2025 Allspring Global Investments Holdings LLC543,586$54.48M0.1%-0.4%0.234%
10/20/2025 Merit Financial Group LLC2,343,537$234.24M2.2%+2.4%1.009%
10/20/2025 MFA Wealth Advisors LLC140,045$14.00M3.1%+1.2%0.060%
10/20/2025 Calamos Wealth Management LLC2,013$201K0.0%N/A0.001%
10/20/2025 Forefront Wealth Partners LLC38,846$3.88M1.0%-22.4%0.017%
10/20/2025 McGlone Suttner Wealth Management Inc.625,147$62.48M8.7%+1.9%0.269%
10/20/2025 Pure Financial Advisors LLC10,143$1.01M0.0%+10.3%0.004%
10/17/2025 1900 Wealth Management LLC12,977$1.30M0.1%-8.1%0.006%
10/17/2025 Financial Partners Group Inc160,363$16.03M2.0%+0.1%0.069%
10/17/2025 Melone Private Wealth LLC3,805$380K0.2%-12.9%0.002%
10/17/2025 Maryland Capital Advisors Inc.13,053$1.31M0.5%-1.2%0.006%
10/17/2025 Perigon Wealth Management LLC51,316$5.13M0.1%+1.4%0.022%
10/17/2025 Sapient Capital LLC96,074$9.58M0.1%+0.5%0.042%
10/17/2025 Sovereign Financial Group Inc.14,530$1.45M0.3%-1.9%0.006%
10/17/2025 Valley Forge Investment Consultants Inc. ADV25,281$2.53M0.7%+2.3%0.011%
10/17/2025 Apollon Wealth Management LLC2,041$204K0.0%N/A0.001%
10/17/2025 Apollon Financial LLC15,244$1.52M0.3%+40.3%0.007%
10/16/2025 180 Wealth Advisors LLC55,293$5.53M0.7%-2.7%0.024%
10/16/2025 Columbus Macro LLC61,425$6.14M0.7%-19.9%0.027%
10/16/2025 Hilltop Wealth Advisors LLC40,551$4.05M2.1%+7.8%0.018%
10/16/2025 Litman Gregory Wealth Management LLC13,153$1.32M0.1%-1.1%0.006%
10/16/2025 John W. Brooker & Co. CPAs2,756$275K0.6%N/A0.001%
10/16/2025 Blue Trust Inc.4,993,796$499.13M5.6%+2.8%2.162%
10/15/2025 CWM LLC622,547$62.22M0.2%-7.9%0.272%
10/15/2025 Financial Council LLC91,024$9.10M4.0%-0.5%0.040%
10/15/2025 ZWJ Investment Counsel Inc.25,438$2.54M0.1%+0.8%0.011%
10/15/2025 Private Trust Co. NA24,175$2.42M0.2%+4.6%0.011%
10/14/2025 Able Wealth Management LLC62,692$6.27M2.4%-1.1%0.027%
10/14/2025 High Probability Advisors LLC166,629$16.66M2.3%+3.7%0.073%
10/14/2025 Ironwood Wealth Management Inc.198,807$19.48M8.9%+0.9%0.087%
10/14/2025 Trust Co. of Vermont1,531$153K0.0%+122.2%0.001%
10/14/2025 Farther Finance Advisors LLC24,198$2.42M0.0%+22.2%0.011%
10/14/2025 Leonard Rickey Investment Advisors P.L.L.C.33,105$3.31M0.6%-2.9%0.014%
10/14/2025 Northwest Wealth Management LLC9,495$949K0.2%-1.6%0.004%
10/14/2025 Brighton Jones LLC3,088$309K0.0%-11.9%0.001%
10/14/2025 Foster Group Inc.1,039,409$103.89M3.3%N/A0.455%
10/10/2025 Diversified Enterprises LLC4,226$422K0.0%+25.3%0.002%
10/10/2025 Sound Income Strategies LLC1,707$171K0.0%-44.3%0.001%
10/10/2025 Matauro LLC23,928$2.39M0.4%+1.8%0.010%
10/9/2025 Baker Tilly Wealth Management LLC7,648$764K0.2%N/A0.003%
10/9/2025 Legacy Solutions LLC73,679$7.36M6.6%+0.4%0.032%
10/9/2025 U.S. Capital Wealth Advisors LLC47,018$4.70M0.1%+1,714.0%0.021%
10/9/2025 Dynamic Advisor Solutions LLC109,096$10.90M0.3%+4.4%0.048%
10/9/2025 Long Run Wealth Advisors LLC2,073$207K0.0%N/A0.001%
10/9/2025 Pacifica Partners Inc.340$34K0.0%-70.1%0.000%
10/8/2025 RDA Financial Network35,487$3.55M0.9%-3.0%0.016%
10/8/2025 Firethorn Wealth Partners LLC2,006$201K0.1%N/A0.001%
10/8/2025 OLD Point Trust & Financial Services N A16,901$1.69M0.5%+129.5%0.007%
10/8/2025 KWB Wealth2,608$247K0.0%+19.7%0.001%
10/8/2025 Veracity Capital LLC389,138$38.89M12.4%+4.0%0.170%
10/7/2025 Catalyst Private Wealth LLC32,121$3.21M1.4%+4.0%0.014%
10/7/2025 Canandaigua National Trust Co of Florida73,643$7.36M5.8%+8.0%0.032%
10/7/2025 Canandaigua National Bank & Trust Co.837,230$83.68M7.4%+2.2%0.366%
10/6/2025 Cambridge Financial Group LLC6,590$659K0.2%N/A0.003%
10/3/2025 Dentgroup LLC8,734$873K0.6%+39.2%0.004%
10/2/2025 Helen Stephens Group LLC2,717$272K0.1%+3.9%0.001%
10/1/2025 Roxbury Financial LLC2,888$289K0.3%-3.9%0.001%
9/26/2025Corient Private Wealth LLC455,418$43.10M0.1%-43.3%0.206%
9/22/2025Caldwell Trust Co539$51K0.0%N/A0.000%
9/19/2025Watts Gwilliam & Co. LLC4,016$397K0.1%+66.5%0.002%
9/12/2025Valeo Financial Advisors LLC3,338$316K0.0%+8.9%0.002%
9/9/2025NWF Advisory Services Inc.18,924$1.79M0.2%-15.3%0.009%
9/4/2025Osaic Holdings Inc.506,974$47.99M0.1%-9.3%0.230%
9/3/2025American Trust3,598$341K0.0%N/A0.002%
8/29/2025Evolution Wealth Management Inc.264$25K0.0%N/A0.000%
8/29/2025Total Investment Management Inc.2,105$199K0.0%N/A0.001%
8/29/2025Centaurus Financial Inc.160,792$15.22M0.9%+0.2%0.073%
8/27/2025Barnes Wealth Management Group Inc6,520$617K0.4%-2.9%0.003%
(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, 745 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 ($7.04B), LPL Financial LLC ($1.33B), Morgan Stanley ($578.76M), Blue Trust Inc. ($499.13M), Envestnet Asset Management Inc. ($497.04M), Signaturefd LLC ($448.69M), and Jones Financial Companies Lllp ($441.70M).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 635 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 ($8.21M), Kestra Investment Management LLC ($3.04M), Symphony Financial Ltd. Co. ($2.45M), LPL Financial LLC ($2.30M), Life Planning Partners Inc ($2.27M), CHURCHILL MANAGEMENT Corp ($1.88M), and Jones Financial Companies Lllp ($1.60M).

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

Institutional investors have bought a total of 37,250,578 shares in the last 24 months. This purchase volume represents approximately $3.48B in transactions.

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

Of the 342 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: Corient Private Wealth LLC ($1.19M), Venturi Wealth Management LLC ($1.14M), Auto Owners Insurance Co ($840.20K), Merit Financial Group LLC ($684.52K), Blue Trust Inc. ($426.18K), Commonwealth Equity Services LLC ($337.93K), and Trek Financial LLC ($295.89K).

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

Institutional investors have sold a total of 9,409,482 shares in the last 24 months. This volume of shares sold represents approximately $881.87M in transactions.


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This page (NASDAQ:IUSV) was last updated on 10/23/2025 by MarketBeat.com Staff
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