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

iShares Core S&P U.S. Value ETF logo
$99.29 +0.01 (+0.01%)
As of 03:59 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)
488
Total
Institutional Inflows
(last 12 months)
$3.44B
Number of
Institutional Sellers
(last 12 months)
337
Total
Institutional Outflows
(last 12 months)
$833.24M
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Skip Chart & View Institutional Buying and Selling Data

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
9/22/2025Caldwell Trust Co539$51K0.0%N/A0.000%
9/19/2025 Watts Gwilliam & Co. LLC4,016$397K0.1%+66.5%0.002%
9/12/2025 Valeo Financial Advisors LLC3,338$316K0.0%+8.9%0.002%
9/9/2025 NWF Advisory Services Inc.18,924$1.79M0.2%-15.3%0.009%
9/4/2025 Osaic Holdings Inc.506,974$47.99M0.1%-9.3%0.230%
9/3/2025 American Trust3,598$341K0.0%N/A0.002%
8/29/2025 Evolution Wealth Management Inc.264$25K0.0%N/A0.000%
8/29/2025 Total Investment Management Inc.2,105$199K0.0%N/A0.001%
8/29/2025 Centaurus Financial Inc.160,792$15.22M0.9%+0.2%0.073%
8/27/2025 Barnes Wealth Management Group Inc6,520$617K0.4%-2.9%0.003%
8/27/2025 Orion Porfolio Solutions LLC7,670$726K0.0%+21.2%0.003%
8/26/2025 Thrivent Financial for Lutherans10,221$967K0.0%+340.0%0.005%
8/22/2025 TT Capital Management LLC3,968$359K0.1%N/A0.002%
8/20/2025 Forefront Wealth Partners LLC50,069$4.64M3.1%+1.4%0.023%
8/19/2025 B. Riley Wealth Advisors Inc.6,194$586K0.0%N/A0.003%
8/19/2025 Advisory Services Network LLC14,912$1.42M0.0%-3.0%0.007%
8/18/2025 Geneos Wealth Management Inc.23,242$2.20M0.1%+2.9%0.011%
8/18/2025 Kestra Investment Management LLC3,036,844$287.38M8.6%+9.7%1.375%
8/16/2025 Headlands Technologies LLC428$41K0.0%+520.3%0.000%
8/15/2025 Tower Research Capital LLC TRC 1,715$162K0.0%-91.5%0.001%
8/15/2025 Nikulski Financial Inc.3,157$299K0.1%-11.2%0.001%
8/15/2025 Corient Private Wealth LLC455,967$43.15M0.1%-43.2%0.206%
8/15/2025 Equitable Holdings Inc.196,419$18.59M0.2%+1.3%0.089%
8/15/2025 Zuckerman Investment Group LLC75,825$7.18M0.7%+22.6%0.034%
8/15/2025 Vident Advisory LLC248,808$23.55M0.3%-5.0%0.113%
8/15/2025 Smartleaf Asset Management LLC823$78K0.0%N/A0.000%
8/15/2025 Orion Porfolio Solutions LLC7,670$726K0.0%+21.2%0.003%
8/15/2025 MML Investors Services LLC286,787$27.14M0.1%+3.5%0.130%
8/15/2025 McIlrath & Eck LLC4,412$418K0.0%+30.1%0.002%
8/15/2025 Modern Wealth Management LLC117,290$11.10M0.3%+17.9%0.053%
8/15/2025 ICONIQ Capital LLC85,842$8.12M0.1%-2.1%0.039%
8/15/2025 IHT Wealth Management LLC44,264$4.19M0.1%-10.6%0.020%
8/15/2025 Great Valley Advisor Group Inc.33,290$3.15M0.1%+33.2%0.015%
8/15/2025 Gallagher Fiduciary Advisors LLC117,457$11.12M0.0%+2.1%0.053%
8/15/2025 EP Wealth Advisors LLC75,182$7.11M0.0%+101.0%0.034%
8/15/2025 Curi Capital LLC87,889$8.32M0.2%+152.2%0.040%
8/15/2025 Benjamin Edwards Inc.1,013,017$95.86M1.2%+4.2%0.459%
8/15/2025 Bank of America Corp DE74,402,651$7.04B0.5%+3.0%33.689%
8/15/2025 Ameriprise Financial Inc.419,326$39.68M0.0%+1.3%0.190%
8/14/2025 Jane Street Group LLC11,675$1.11M0.0%-79.9%0.005%
8/14/2025 Raymond James Financial Inc.1,505,339$142.45M0.0%+6.3%0.682%
8/14/2025 Quantinno Capital Management LP10,473$991K0.0%-9.2%0.005%
8/14/2025 Diversify Advisory Services LLC16,437$1.60M0.1%N/A0.007%
8/14/2025 Main Street Financial Solutions LLC111,497$10.55M0.8%+17.7%0.050%
8/14/2025 Becker Capital Management Inc.5,260$498K0.0%-2.6%0.002%
8/14/2025 NewEdge Advisors LLC119,799$11.34M0.1%+197.2%0.054%
8/14/2025 Qube Research & Technologies Ltd1,687$160K0.0%-43.8%0.001%
8/14/2025 Denver PWM LLC32,954$3.12M1.0%-1.4%0.015%
8/14/2025 Cerity Partners LLC26,317$2.49M0.0%-12.6%0.012%
8/13/2025 Per Stirling Capital Management LLC.133,465$12.63M1.6%+1.0%0.060%
8/13/2025 PGIM Custom Harvest LLC2,710$256K0.0%-26.7%0.001%
8/13/2025 Victory Financial Group LLC6,269$593K0.1%-9.7%0.003%
8/13/2025 Cresset Asset Management LLC44,321$4.19M0.0%-3.1%0.020%
8/13/2025 SCS Capital Management LLC56,695$5.37M0.1%-2.0%0.026%
8/13/2025 Baird Financial Group Inc.151,840$14.37M0.0%-17.3%0.069%
8/13/2025 First Trust Advisors LP2,300$218K0.0%-26.1%0.001%
8/13/2025 Crescent Grove Advisors LLC160,119$15.15M1.5%+0.2%0.073%
8/13/2025 EverSource Wealth Advisors LLC967$92K0.0%-15.7%0.000%
8/13/2025 Trek Financial LLC75,632$7.16M0.5%-70.5%0.034%
8/13/2025 CW Advisors LLC8,532$808K0.0%+96.2%0.004%
8/13/2025 IAG Wealth Partners LLC1,173$111K0.0%-11.3%0.001%
8/13/2025 Twin Peaks Wealth Advisors LLC1,158$112K0.0%N/A0.001%
8/13/2025 Beacon Pointe Advisors LLC11,547$1.09M0.0%-13.2%0.005%
8/13/2025 M&T Bank Corp44,585$4.22M0.0%+3.1%0.020%
8/13/2025 VestGen Advisors LLC22,626$2.14M0.1%-1.3%0.010%
8/13/2025 Lido Advisors LLC10,372$982K0.0%+1.2%0.005%
8/13/2025 Tobias Financial Advisors Inc.32,038$3.03M0.5%N/A0.015%
8/13/2025 Berry Wealth Group LP4,108$389K0.3%+14.7%0.002%
8/13/2025 Northwestern Mutual Wealth Management Co.365,071$34.55M0.0%+4.2%0.165%
8/13/2025 Elevation Point Wealth Partners LLC275$26K0.0%N/A0.000%
8/13/2025 Choreo LLC14,724$1.39M0.0%-1.0%0.007%
8/13/2025 Russell Investments Group Ltd.34,577$3.27M0.0%-48.7%0.016%
8/12/2025 J.W. Cole Advisors Inc.6,164$583K0.0%N/A0.003%
8/12/2025 Richmond Investment Services LLC5,637$533K0.1%N/A0.003%
8/12/2025 Financial Advocates Investment Management148,062$14.01M1.1%+3.4%0.067%
8/12/2025 Laurel Wealth Advisors LLC2,650$251K0.0%+9,364.3%0.001%
8/12/2025 Burk Holdings LLC4,621$437K0.3%N/A0.002%
8/12/2025 Insigneo Advisory Services LLC5,036$477K0.0%+57.9%0.002%
8/12/2025 CreativeOne Wealth LLC2,251$213K0.0%N/A0.001%
8/12/2025 Global Retirement Partners LLC59,945$5.67M0.1%N/A0.027%
8/12/2025 Waterloo Capital L.P.6,625$627K0.1%-5.1%0.003%
8/12/2025 Coldstream Capital Management Inc.9,540$903K0.0%-5.7%0.004%
8/12/2025 Richard W. Paul & Associates LLC161,976$15.33M5.5%+0.5%0.073%
8/12/2025 Franklin Resources Inc.523$49K0.0%+26.0%0.000%
8/12/2025 Watchman Group Inc.2,594$245K0.1%-12.8%0.001%
8/12/2025 White Pine Capital LLC10,858$1.03M0.3%-2.9%0.005%
8/12/2025 JPMorgan Chase & Co.2,072,304$196.10M0.0%+2.1%0.938%
8/12/2025 Bank Julius Baer & Co. Ltd Zurich976$92K0.0%-10.0%0.000%
8/12/2025 Garrett Wealth Advisory Group LLC3,425$324K0.1%-19.1%0.002%
8/12/2025 Howe & Rusling Inc.310,093$29.34M2.2%+15.8%0.140%
8/12/2025 17 Capital Partners LLC29,603$2.80M1.6%+1.8%0.013%
8/12/2025 NFP Retirement Inc.6,021$570K0.0%-3.5%0.003%
8/12/2025 GDS Wealth Management314,844$29.79M2.2%-15.1%0.143%
8/11/2025 TD Waterhouse Canada Inc.64,972$6.20M0.0%+11.4%0.029%
8/11/2025 Traub Capital Management LLC17,916$1.70M1.6%N/A0.008%
8/11/2025 HHM Wealth Advisors LLC846$80K0.0%-20.5%0.000%
8/11/2025 Wealthspire Advisors LLC21,660$2.05M0.0%-2.0%0.010%
8/11/2025 Perennial Investment Advisors LLC10,083$954K0.1%+4.9%0.005%
8/11/2025 Synergy Investment Management LLC17,626$1.67M1.0%-68.5%0.008%
8/11/2025 Inspire Advisors LLC2,669$253K0.0%+20.3%0.001%
(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, 742 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 36,813,218 shares in the last 24 months. This purchase volume represents approximately $3.44B in transactions.

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

Of the 337 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), Corient Private Wealth LLC ($845.90K), 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 8,912,755 shares in the last 24 months. This volume of shares sold represents approximately $833.24M in transactions.


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This page (NASDAQ:IUSV) was last updated on 9/23/2025 by MarketBeat.com Staff
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