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

iShares Core S&P U.S. Value ETF logo
$99.93 +0.36 (+0.36%)
As of 04:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
487
Total
Institutional Inflows
(last 12 months)
$3.54B
Number of
Institutional Sellers
(last 12 months)
336
Total
Institutional Outflows
(last 12 months)
$859.01M
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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
10/15/2025CWM LLC622,547$62.22M0.2%-7.9%0.272%
10/15/2025Financial Council LLC91,024$9.10M4.0%-0.5%0.040%
10/15/2025ZWJ Investment Counsel Inc.25,438$2.54M0.1%+0.8%0.011%
10/15/2025Private Trust Co. NA24,175$2.42M0.2%+4.6%0.011%
10/14/2025Able Wealth Management LLC62,692$6.27M2.4%-1.1%0.027%
10/14/2025High Probability Advisors LLC166,629$16.66M2.3%+3.7%0.073%
10/14/2025Ironwood Wealth Management Inc.198,807$19.48M8.9%+0.9%0.087%
10/14/2025Trust Co. of Vermont1,531$153K0.0%+122.2%0.001%
10/14/2025Farther Finance Advisors LLC24,198$2.42M0.0%+22.2%0.011%
10/14/2025Leonard Rickey Investment Advisors P.L.L.C.33,105$3.31M0.6%-2.9%0.014%
10/14/2025Northwest Wealth Management LLC9,495$949K0.2%-1.6%0.004%
10/14/2025Brighton Jones LLC3,088$309K0.0%-11.9%0.001%
10/14/2025Foster 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%
8/27/2025Orion Porfolio Solutions LLC7,670$726K0.0%+21.2%0.003%
8/26/2025Thrivent Financial for Lutherans10,221$967K0.0%+340.0%0.005%
8/22/2025TT Capital Management LLC3,968$359K0.1%N/A0.002%
8/20/2025Forefront Wealth Partners LLC50,069$4.64M3.1%+1.4%0.023%
8/19/2025B. Riley Wealth Advisors Inc.6,194$586K0.0%N/A0.003%
8/19/2025Advisory Services Network LLC14,912$1.42M0.0%-3.0%0.007%
8/18/2025Geneos Wealth Management Inc.23,242$2.20M0.1%+2.9%0.011%
8/18/2025Kestra Investment Management LLC3,036,844$287.38M8.6%+9.7%1.375%
8/16/2025Headlands Technologies LLC428$41K0.0%+520.3%0.000%
8/15/2025Tower Research Capital LLC TRC 1,715$162K0.0%-91.5%0.001%
8/15/2025Nikulski Financial Inc.3,157$299K0.1%-11.2%0.001%
8/15/2025Corient Private Wealth LLC455,967$43.15M0.1%-43.2%0.206%
8/15/2025Equitable Holdings Inc.196,419$18.59M0.2%+1.3%0.089%
8/15/2025Zuckerman Investment Group LLC75,825$7.18M0.7%+22.6%0.034%
8/15/2025Vident Advisory LLC248,808$23.55M0.3%-5.0%0.113%
8/15/2025Smartleaf Asset Management LLC823$78K0.0%N/A0.000%
8/15/2025Orion Porfolio Solutions LLC7,670$726K0.0%+21.2%0.003%
8/15/2025MML Investors Services LLC286,787$27.14M0.1%+3.5%0.130%
8/15/2025McIlrath & Eck LLC4,412$418K0.0%+30.1%0.002%
8/15/2025Modern Wealth Management LLC117,290$11.10M0.3%+17.9%0.053%
8/15/2025ICONIQ Capital LLC85,842$8.12M0.1%-2.1%0.039%
8/15/2025IHT Wealth Management LLC44,264$4.19M0.1%-10.6%0.020%
8/15/2025Great Valley Advisor Group Inc.33,290$3.15M0.1%+33.2%0.015%
8/15/2025Gallagher Fiduciary Advisors LLC117,457$11.12M0.0%+2.1%0.053%
8/15/2025EP Wealth Advisors LLC75,182$7.11M0.0%+101.0%0.034%
8/15/2025Curi Capital LLC87,889$8.32M0.2%+152.2%0.040%
8/15/2025Benjamin Edwards Inc.1,013,017$95.86M1.2%+4.2%0.459%
8/15/2025Bank of America Corp DE74,402,651$7.04B0.5%+3.0%33.689%
8/15/2025Ameriprise Financial Inc.419,326$39.68M0.0%+1.3%0.190%
8/14/2025Jane Street Group LLC11,675$1.11M0.0%-79.9%0.005%
8/14/2025Raymond James Financial Inc.1,505,339$142.45M0.0%+6.3%0.682%
8/14/2025Quantinno Capital Management LP10,473$991K0.0%-9.2%0.005%
8/14/2025Diversify Advisory Services LLC16,437$1.60M0.1%N/A0.007%
8/14/2025Main Street Financial Solutions LLC111,497$10.55M0.8%+17.7%0.050%
8/14/2025Becker Capital Management Inc.5,260$498K0.0%-2.6%0.002%
8/14/2025NewEdge Advisors LLC119,799$11.34M0.1%+197.2%0.054%
8/14/2025Qube Research & Technologies Ltd1,687$160K0.0%-43.8%0.001%
8/14/2025Denver PWM LLC32,954$3.12M1.0%-1.4%0.015%
8/14/2025Cerity Partners LLC26,317$2.49M0.0%-12.6%0.012%
8/13/2025Per Stirling Capital Management LLC.133,465$12.63M1.6%+1.0%0.060%
8/13/2025PGIM Custom Harvest LLC2,710$256K0.0%-26.7%0.001%
8/13/2025Victory Financial Group LLC6,269$593K0.1%-9.7%0.003%
8/13/2025Cresset Asset Management LLC44,321$4.19M0.0%-3.1%0.020%
8/13/2025SCS Capital Management LLC56,695$5.37M0.1%-2.0%0.026%
8/13/2025Baird Financial Group Inc.151,840$14.37M0.0%-17.3%0.069%
8/13/2025First Trust Advisors LP2,300$218K0.0%-26.1%0.001%
8/13/2025Crescent Grove Advisors LLC160,119$15.15M1.5%+0.2%0.073%
8/13/2025EverSource Wealth Advisors LLC967$92K0.0%-15.7%0.000%
8/13/2025Trek Financial LLC75,632$7.16M0.5%-70.5%0.034%
8/13/2025CW Advisors LLC8,532$808K0.0%+96.2%0.004%
8/13/2025IAG Wealth Partners LLC1,173$111K0.0%-11.3%0.001%
8/13/2025Twin Peaks Wealth Advisors LLC1,158$112K0.0%N/A0.001%
8/13/2025Beacon Pointe Advisors LLC11,547$1.09M0.0%-13.2%0.005%
8/13/2025M&T Bank Corp44,585$4.22M0.0%+3.1%0.020%
8/13/2025VestGen Advisors LLC22,626$2.14M0.1%-1.3%0.010%
(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, 741 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), Envestnet Asset Management Inc. ($497.04M), Blue Trust Inc. ($459.56M), Jones Financial Companies Lllp ($441.70M), 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 633 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 37,807,493 shares in the last 24 months. This purchase volume represents approximately $3.54B in transactions.

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

Of the 335 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), Trek Financial LLC ($295.89K), and Atria Investments Inc ($262.89K).

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

Institutional investors have sold a total of 9,183,066 shares in the last 24 months. This volume of shares sold represents approximately $859.01M in transactions.


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This page (NASDAQ:IUSV) was last updated on 10/15/2025 by MarketBeat.com Staff
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