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

iShares Core S&P U.S. Value ETF logo
$97.89 -0.13 (-0.13%)
As of 08/14/2025 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)
481
Total
Institutional Inflows
(last 12 months)
$3.37B
Number of
Institutional Sellers
(last 12 months)
334
Total
Institutional Outflows
(last 12 months)
$792.34M
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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
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%
8/14/2025 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%
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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%
8/11/2025 Symphony Financial Ltd. Co.2,438,808$230.89M1.2%+2,455.4%1.104%
8/11/2025 Western Wealth Management LLC19,753$1.87M0.1%-13.1%0.009%
8/8/2025 Tortoise Investment Management LLC114,365$10.82M1.0%-5.0%0.052%
8/8/2025 Rockefeller Capital Management L.P.170,877$16.17M0.0%+29.5%0.077%
8/8/2025 Avantax Advisory Services Inc.317,175$30.01M0.2%+1.9%0.144%
8/8/2025 Cetera Investment Advisers478,921$45.32M0.1%+2.6%0.217%
8/8/2025 Creative Planning138,741$13.13M0.0%-7.9%0.063%
8/8/2025 Meridian Wealth Management LLC4,546$430K0.0%-23.3%0.002%
8/8/2025 Independence Financial Advisors LLC125,915$11.92M4.6%-66.4%0.057%
8/8/2025 Carl P. Sherr & Co. LLC133,509$12.63M6.4%+0.4%0.060%
8/8/2025 Petix & Botte Co189,108$17.90M4.4%-4.6%0.086%
8/8/2025 Francis Financial Inc.2,741$259K0.1%-14.9%0.001%
8/8/2025 Smithfield Trust Co282$27K0.0%N/A0.000%
8/8/2025 Bailard Inc.37,857$3.58M0.1%+4.5%0.017%
8/8/2025 PNC Financial Services Group Inc.574,965$54.41M0.0%-1.0%0.260%
8/8/2025 Wealth Alliance LLC3,793$359K0.0%+28.1%0.002%
8/8/2025 ERTS Wealth Advisors LLC114,413$10.83M3.7%-4.7%0.052%
8/8/2025 Beck Bode LLC9,625$911K0.2%-32.9%0.004%
8/7/2025 Verus Capital Partners LLC14,276$1.35M0.1%-10.6%0.006%
8/7/2025 Cascade Financial Partners LLC6,233$590K0.1%N/A0.003%
8/7/2025 New England Private Wealth Advisors LLC2,164$208K0.0%N/A0.001%
8/7/2025 Weil Company Inc.51,355$4.86M1.3%-83.2%0.023%
8/7/2025 Nwam LLC8,579$825K0.1%+5.6%0.004%
8/7/2025 Montag A & Associates Inc.28,525$2.70M0.1%+27.9%0.013%
8/7/2025 Birchcreek Wealth Management LLC153,447$14.52M8.2%+6.3%0.069%
8/7/2025 Allworth Financial LP652,652$61.76M0.3%-2.9%0.296%
8/6/2025 Prospera Financial Services Inc24,437$2.31M0.0%+1.1%0.011%
8/6/2025 RWA Wealth Partners LLC22,060$2.09M0.0%+18.9%0.010%
8/6/2025 Valued Wealth Advisors LLC3,458$327K0.2%+146.5%0.002%
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8/6/2025 AE Wealth Management LLC4,932$467K0.0%+19.9%0.002%
8/6/2025 Vestmark Advisory Solutions Inc.34,198$3.24M0.0%N/A0.015%
8/6/2025 Grey Fox Wealth Advisors LLC11,040$1.05M0.2%+24.2%0.005%
8/6/2025 Savant Capital LLC93,840$8.88M0.1%-11.8%0.042%
8/6/2025 Modera Wealth Management LLC1,261,168$119.34M1.5%+24.5%0.571%
8/6/2025 Commonwealth Equity Services LLC1,389,971$131.53M0.2%-13.9%0.629%
8/6/2025 DDFG Inc258,636$24.48M6.2%+1.1%0.117%
8/6/2025 Stone House Investment Management LLC4,247$402K0.1%-38.0%0.002%
8/6/2025 Able Wealth Management LLC63,390$6.00M3.0%+2.7%0.029%
8/6/2025 Atlantic Union Bankshares Corp353,716$33.47M0.8%N/A0.160%
(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, 732 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), 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 625 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), 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 36,213,538 shares in the last 24 months. This purchase volume represents approximately $3.37B in transactions.

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

Of the 334 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), 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 8,481,359 shares in the last 24 months. This volume of shares sold represents approximately $792.34M in transactions.


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This page (NASDAQ:IUSV) was last updated on 8/15/2025 by MarketBeat.com Staff
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