Free Trial

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

iShares Core S&P U.S. Value ETF logo
$90.14 -0.70 (-0.77%)
As of 12:16 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)
456
Total
Institutional Inflows
(last 12 months)
$3.04B
Number of
Institutional Sellers
(last 12 months)
294
Total
Institutional Outflows
(last 12 months)
$604.47M
Get IUSV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Core S&P U.S. Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 McAdam LLC2,168$200K0.0%-6.3%0.001%
5/21/2025 Geneos Wealth Management Inc.22,584$2.08M0.1%+8.2%0.010%
5/20/2025 Focus Partners Wealth413,202$38.14M0.1%+0.3%0.188%
5/20/2025 Flaharty Asset Management LLC613$57K0.0%N/A0.000%
5/20/2025 Integrity Alliance LLC.94,383$8.71M0.3%N/A0.043%
5/19/2025 Jane Street Group LLC58,043$5.36M0.0%+248.0%0.026%
5/19/2025 SCS Capital Management LLC57,846$5.34M0.1%N/A0.026%
5/16/2025 McIlrath & Eck LLC3,392$313K0.0%+94.8%0.002%
5/16/2025 Goldman Sachs Group Inc.564,215$52.07M0.0%+50.5%0.257%
5/16/2025 Kestra Investment Management LLC2,767,235$255.39M8.0%+7.0%1.258%
5/16/2025 Jones Financial Companies Lllp4,612,055$427.96M0.4%+7.1%2.097%
5/16/2025 Coordinated Financial Services Inc. CO7,358$679K0.5%N/A0.003%
5/16/2025 Redwood Financial Network Corp2,444$226K0.2%N/A0.001%
5/16/2025 NewEdge Advisors LLC40,307$3.72M0.0%-5.7%0.018%
5/16/2025 Integrated Wealth Concepts LLC107,251$9.90M0.1%-3.0%0.049%
5/16/2025 Greenline Partners LLC12,286$1.13M0.2%-65.5%0.006%
5/16/2025 Curi RMB Capital LLC34,848$3.22M0.1%N/A0.016%
5/16/2025 AQR Capital Management LLC10,047$927K0.0%+20.7%0.005%
5/16/2025 Aprio Wealth Management LLC12,926$1.19M0.1%N/A0.006%
5/16/2025 1 North Wealth Services LLC900$83K0.0%-58.7%0.000%
5/15/2025 EP Wealth Advisors LLC37,410$3.45M0.0%-1.0%0.017%
5/15/2025 Focus Partners Advisor Solutions LLC29,473$2.72M0.0%-1.4%0.013%
5/15/2025 Royal Bank of Canada1,300,057$119.98M0.0%+14.9%0.591%
5/15/2025 MAI Capital Management5,832$538K0.0%-12.8%0.003%
5/15/2025 Calton & Associates Inc.2,766$255K0.1%N/A0.001%
5/15/2025 Baird Financial Group Inc.183,623$16.95M0.0%-26.0%0.084%
5/15/2025 Vident Advisory LLC261,984$24.18M0.4%+0.7%0.119%
5/15/2025 TD Capital Management LLC1,325$122K0.0%N/A0.001%
5/15/2025 Tortoise Investment Management LLC120,416$11.11M1.2%-12.4%0.055%
5/15/2025 Beck Bode LLC14,335$1.32M0.2%-16.5%0.007%
5/14/2025 Delta Investment Management LLC2,851$263K0.1%+7.1%0.001%
5/14/2025 Ieq Capital LLC23,728$2.19M0.0%+271.6%0.011%
5/14/2025 Zuckerman Investment Group LLC61,826$5.71M0.6%+3.2%0.028%
5/14/2025 Per Stirling Capital Management LLC.132,155$12.20M1.8%+3.0%0.060%
5/14/2025 Kayne Anderson Rudnick Investment Management LLC160,706$14.83M0.0%+1.8%0.073%
5/14/2025 Comerica Bank50,669$4.68M0.0%-24.7%0.023%
5/14/2025 ICONIQ Capital LLC87,643$8.09M0.1%+0.4%0.040%
5/14/2025 Northwestern Mutual Wealth Management Co.350,344$32.33M0.0%-26.1%0.159%
5/14/2025 Strategies Wealth Advisors LLC170,097$15.70M1.9%+2.0%0.077%
5/14/2025 Kestra Advisory Services LLC111,958$10.33M0.0%-6.1%0.051%
Volatility Is Rising—But These 2 AI Stocks Could Thrive (Ad)

2025 is off to a turbulent start—markets are swinging wildly, inflation pressures remain high, and recession fears are creeping back into headlines. But even in uncertain times, innovation doesn’t slow down. In fact, artificial intelligence (AI) is accelerating faster than ever—creating new profit opportunities while the broader market struggles. Our latest research reveals two AI stocks trading under $15 that could thrive even as volatility grows. These under-the-radar companies are positioned to ride the next wave of AI-driven demand—and they’re still flying below most investors’ radar.

👉[Click here to access your FREE AI stocks report now.]
5/14/2025 Barnes Wealth Management Group Inc6,717$620K0.4%+3.1%0.003%
5/14/2025 Ameriprise Financial Inc.414,111$38.21M0.0%+1.6%0.188%
5/14/2025 Guidance Point Advisors LLC28,630$2.64M0.8%+2.8%0.013%
5/14/2025 CW Advisors LLC4,348$402K0.0%+27.6%0.002%
5/14/2025 Summit Financial LLC39,799$3.67M0.1%+16.4%0.018%
5/14/2025 Flow Traders U.S. LLC77,351$7.14M0.3%N/A0.035%
5/14/2025 PGIM Custom Harvest LLC3,698$341K0.0%+29.6%0.002%
5/14/2025 Dorsey & Whitney Trust CO LLC3,595$332K0.0%N/A0.002%
5/14/2025 GDS Wealth Management371,027$34.24M2.9%-11.3%0.169%
5/14/2025 Asset Management Group Inc.47,143$4.35M0.8%-0.4%0.021%
5/14/2025 Capital Analysts LLC2,368$219K0.0%-6.4%0.001%
5/14/2025 Petix & Botte Co198,262$18.30M4.8%-11.0%0.090%
5/14/2025 RWA Wealth Partners LLC18,549$1.71M0.0%-11.2%0.008%
5/13/2025 Sand Hill Global Advisors LLC8,767$809K0.0%-8.7%0.004%
5/13/2025 TriaGen Wealth Management LLC16,568$1.53M0.5%-4.5%0.008%
5/13/2025 17 Capital Partners LLC29,082$2.68M1.7%+16.0%0.013%
5/13/2025 Raymond James Financial Inc.1,415,920$130.68M0.0%+0.2%0.644%
5/13/2025 Eaton Financial Holdings Company LLC114,202$10.54M4.4%-16.1%0.052%
5/13/2025 DDFG Inc255,742$23.60M6.5%+6.0%0.116%
5/13/2025 Cresset Asset Management LLC45,745$4.22M0.0%+4.4%0.021%
5/13/2025 Watchman Group Inc.2,975$275K0.1%-62.3%0.001%
5/13/2025 Kovitz Investment Group Partners LLC33,938$3.13M0.0%+172.7%0.015%
5/13/2025 Francis Financial Inc.3,222$297K0.1%-4.1%0.001%
5/13/2025 NFP Retirement Inc.6,240$576K0.0%-6.8%0.003%
5/13/2025 Russell Investments Group Ltd.67,369$6.22M0.0%+8.0%0.031%
5/13/2025 Stone House Investment Management LLC6,852$632K0.1%N/A0.003%
5/13/2025 HighTower Advisors LLC669,472$61.79M0.1%-0.3%0.304%
5/12/2025 Financial Engines Advisors L.L.C.148,377$13.69M0.0%+101.3%0.067%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors36,727$3.39M0.3%-6.0%0.017%
5/12/2025 Meridian Wealth Management LLC5,928$547K0.0%+3.7%0.003%
5/12/2025 Sandy Spring Bank362,036$33.41M1.4%-0.5%0.165%
5/12/2025 SouthState Corp965$89K0.0%+1,153.2%0.000%
5/12/2025 Robinson Smith Wealth Advisors LLC101,190$9.34M7.8%+0.8%0.046%
5/12/2025 Atlas Capital Advisors Inc.36,968$3.41M0.4%+33.6%0.017%
5/12/2025 Benjamin Edwards Inc.972,091$89.71M1.3%+10.3%0.442%
5/12/2025 JPMorgan Chase & Co.2,029,899$187.34M0.0%+2.7%0.923%
5/12/2025 Townsquare Capital LLC7,546$696K0.0%+28.0%0.003%
5/12/2025 Zions Bancorporation National Association UT3,727$344K0.0%N/A0.002%
5/12/2025 National Bank of Canada FI3,798$350K0.0%+6.6%0.002%
5/12/2025 LaSalle St. Investment Advisors LLC144,915$13.37M3.2%+5.8%0.066%
5/12/2025 Beam Wealth Advisors Inc.80,849$7.46M2.5%+1.2%0.037%
5/12/2025 AlphaCore Capital LLC923$85K0.0%N/A0.000%
5/9/2025 R. W. Roge & Company Inc.9,192$848K0.5%+2.9%0.004%
5/9/2025 Deutsche Bank AG22,599$2.09M0.0%-32.7%0.010%
5/9/2025 Charles Schwab Investment Management Inc.107,943$9.96M0.0%-8.9%0.049%
5/9/2025 Exencial Wealth Advisors LLC5,093$470K0.0%+10.5%0.002%
5/9/2025 PrairieView Partners LLC63,286$5.84M0.6%-0.5%0.029%
5/9/2025 Endowment Wealth Management Inc.41,448$3.83M2.5%+22.8%0.019%
5/9/2025 Wealthspire Advisors LLC22,108$2.04M0.0%+138.2%0.010%
5/9/2025 Atria Wealth Solutions Inc.120,028$11.08M0.1%+5.0%0.055%
Don’t Miss This—Our Next Big Stock Pick Is Coming! (Ad)

Those who recognized the opportunity early didn’t hesitate—they took action. Now it’s your turn. We are about to release a brand-new report featuring a company with massive breakout potential. Here’s the best part: This report is 100% free. No hidden fees, no catch—just expert research designed to keep you ahead of the market.

➡️ Click here now to claim your free report!
5/9/2025 Empower Advisory Group LLC3,113$287K0.0%N/A0.001%
5/9/2025 Commonwealth Equity Services LLC1,614,854$149.04M0.2%+5.3%0.734%
5/9/2025 Blair William & Co. IL1,138,197$105.04M0.3%+5.4%0.518%
5/9/2025 PNC Financial Services Group Inc.581,047$53.63M0.0%+1.7%0.264%
5/8/2025 IFG Advisory LLC66,870$6.17M0.3%+8.6%0.030%
5/8/2025 Windward Private Wealth Management Inc.33,455$3.09M1.2%-1.0%0.015%
5/8/2025 TIAA Trust National Association7,058$651K0.0%-4.5%0.003%
5/8/2025 Commerce Bank9,952$918K0.0%+2.0%0.005%
5/8/2025 Certified Advisory Corp119,463$11.03M1.2%-1.9%0.054%
5/8/2025 US Bancorp DE48,534$4.48M0.0%-8.6%0.022%
(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, 720 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. ($441.27M), Jones Financial Companies Lllp ($427.96M), Envestnet Asset Management Inc. ($424.48M), and Signaturefd LLC ($411.66M).Learn more on IUSV's institutional investors.

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

Of the 613 institutional investors that purchased iShares Core S&P U.S. Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($197.05M), 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), 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 241,226,773 shares in the last 24 months. This purchase volume represents approximately $19.38B in transactions.

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

Of the 396 institutional investors that sold iShares Core S&P U.S. Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Blue Trust Inc. ($986.26K), Auto Owners Insurance Co ($840.20K), Wealth Enhancement Advisory Services LLC ($733.57K), Venturi Wealth Management LLC ($641.74K), Merit Financial Group LLC ($563.55K), Corient Private Wealth LLC ($499.02K), and CWM LLC ($441.22K).

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

Institutional investors have sold a total of 12,510,844 shares in the last 24 months. This volume of shares sold represents approximately $1.10B in transactions.



This page (NASDAQ:IUSV) was last updated on 5/23/2025 by MarketBeat.com Staff
From Our Partners