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

iShares Core S&P U.S. Value ETF logo
$96.34 +0.50 (+0.52%)
As of 07/3/2025 01:00 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)
453
Total
Institutional Inflows
(last 12 months)
$3.06B
Number of
Institutional Sellers
(last 12 months)
294
Total
Institutional Outflows
(last 12 months)
$605.08M
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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
7/3/2025 Garde Capital Inc.244,102$23.10M1.2%+3.6%0.111%
7/3/2025 Collective Family Office LLC13,093$1.24M0.3%-1.8%0.006%
7/2/2025 Dentgroup LLC6,274$594K0.4%-30.5%0.003%
7/1/2025 Confluence Investment Management LLC125,563$11.88M0.2%+63.9%0.057%
6/17/2025Howe & Rusling Inc.267,832$24.72M2.1%+12.8%0.122%
6/5/2025Cim LLC4,505$416K0.1%-2.8%0.002%
6/4/2025 First Hawaiian Bank55,395$5.11M0.3%-15.9%0.025%
6/2/2025Modern Wealth Management LLC99,495$9.18M0.3%+1.2%0.045%
5/28/2025Jones Financial Companies Lllp4,831,365$441.70M0.4%+12.2%2.213%
5/21/2025McAdam LLC2,168$200K0.0%-6.3%0.001%
5/21/2025Geneos Wealth Management Inc.22,584$2.08M0.1%+8.2%0.010%
5/20/2025Focus Partners Wealth413,202$38.14M0.1%+0.3%0.188%
5/20/2025Flaharty Asset Management LLC613$57K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.94,383$8.71M0.3%N/A0.043%
5/19/2025Jane Street Group LLC58,043$5.36M0.0%+248.0%0.026%
5/19/2025SCS Capital Management LLC57,846$5.34M0.1%N/A0.026%
5/16/2025McIlrath & Eck LLC3,392$313K0.0%+94.8%0.002%
5/16/2025Goldman Sachs Group Inc.564,215$52.07M0.0%+50.5%0.257%
5/16/2025Kestra Investment Management LLC2,767,235$255.39M8.0%+7.0%1.258%
5/16/2025Jones Financial Companies Lllp4,612,055$427.96M0.4%+7.1%2.097%
5/16/2025Coordinated Financial Services Inc. CO7,358$679K0.5%N/A0.003%
5/16/2025Redwood Financial Network Corp2,444$226K0.2%N/A0.001%
5/16/2025NewEdge Advisors LLC40,307$3.72M0.0%-5.7%0.018%
5/16/2025Integrated Wealth Concepts LLC107,251$9.90M0.1%-3.0%0.049%
5/16/2025Greenline Partners LLC12,286$1.13M0.2%-65.5%0.006%
5/16/2025Curi RMB Capital LLC34,848$3.22M0.1%N/A0.016%
5/16/2025AQR Capital Management LLC10,047$927K0.0%+20.7%0.005%
5/16/2025Aprio Wealth Management LLC12,926$1.19M0.1%N/A0.006%
5/16/20251 North Wealth Services LLC900$83K0.0%-58.7%0.000%
5/15/2025EP Wealth Advisors LLC37,410$3.45M0.0%-1.0%0.017%
5/15/2025Focus Partners Advisor Solutions LLC29,473$2.72M0.0%-1.4%0.013%
5/15/2025Royal Bank of Canada1,300,057$119.98M0.0%+14.9%0.591%
5/15/2025MAI Capital Management5,832$538K0.0%-12.8%0.003%
5/15/2025Calton & Associates Inc.2,766$255K0.1%N/A0.001%
5/15/2025Baird Financial Group Inc.183,623$16.95M0.0%-26.0%0.084%
5/15/2025Vident Advisory LLC261,984$24.18M0.4%+0.7%0.119%
5/15/2025TD Capital Management LLC1,325$122K0.0%N/A0.001%
5/15/2025Tortoise Investment Management LLC120,416$11.11M1.2%-12.4%0.055%
5/15/2025Beck Bode LLC14,335$1.32M0.2%-16.5%0.007%
5/14/2025Delta Investment Management LLC2,851$263K0.1%+7.1%0.001%
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5/14/2025Ieq Capital LLC23,728$2.19M0.0%+271.6%0.011%
5/14/2025Zuckerman Investment Group LLC61,826$5.71M0.6%+3.2%0.028%
5/14/2025Per Stirling Capital Management LLC.132,155$12.20M1.8%+3.0%0.060%
5/14/2025Kayne Anderson Rudnick Investment Management LLC160,706$14.83M0.0%+1.8%0.073%
5/14/2025Comerica Bank50,669$4.68M0.0%-24.7%0.023%
5/14/2025ICONIQ Capital LLC87,643$8.09M0.1%+0.4%0.040%
5/14/2025Northwestern Mutual Wealth Management Co.350,344$32.33M0.0%-26.1%0.159%
5/14/2025Strategies Wealth Advisors LLC170,097$15.70M1.9%+2.0%0.077%
5/14/2025Kestra Advisory Services LLC111,958$10.33M0.0%-6.1%0.051%
5/14/2025Barnes Wealth Management Group Inc6,717$620K0.4%+3.1%0.003%
5/14/2025Ameriprise Financial Inc.414,111$38.21M0.0%+1.6%0.188%
5/14/2025Guidance Point Advisors LLC28,630$2.64M0.8%+2.8%0.013%
5/14/2025CW Advisors LLC4,348$402K0.0%+27.6%0.002%
5/14/2025Summit Financial LLC39,799$3.67M0.1%+16.4%0.018%
5/14/2025Flow Traders U.S. LLC77,351$7.14M0.3%N/A0.035%
5/14/2025PGIM Custom Harvest LLC3,698$341K0.0%+29.6%0.002%
5/14/2025Dorsey & Whitney Trust CO LLC3,595$332K0.0%N/A0.002%
5/14/2025GDS Wealth Management371,027$34.24M2.9%-11.3%0.169%
5/14/2025Asset Management Group Inc.47,143$4.35M0.8%-0.4%0.021%
5/14/2025Capital Analysts LLC2,368$219K0.0%-6.4%0.001%
5/14/2025Petix & Botte Co198,262$18.30M4.8%-11.0%0.090%
5/14/2025RWA Wealth Partners LLC18,549$1.71M0.0%-11.2%0.008%
5/13/2025Sand Hill Global Advisors LLC8,767$809K0.0%-8.7%0.004%
5/13/2025TriaGen Wealth Management LLC16,568$1.53M0.5%-4.5%0.008%
5/13/202517 Capital Partners LLC29,082$2.68M1.7%+16.0%0.013%
5/13/2025Raymond James Financial Inc.1,415,920$130.68M0.0%+0.2%0.644%
5/13/2025Eaton Financial Holdings Company LLC114,202$10.54M4.4%-16.1%0.052%
5/13/2025DDFG Inc255,742$23.60M6.5%+6.0%0.116%
5/13/2025Cresset Asset Management LLC45,745$4.22M0.0%+4.4%0.021%
5/13/2025Watchman Group Inc.2,975$275K0.1%-62.3%0.001%
5/13/2025Kovitz Investment Group Partners LLC33,938$3.13M0.0%+172.7%0.015%
5/13/2025Francis Financial Inc.3,222$297K0.1%-4.1%0.001%
5/13/2025NFP Retirement Inc.6,240$576K0.0%-6.8%0.003%
5/13/2025Russell Investments Group Ltd.67,369$6.22M0.0%+8.0%0.031%
5/13/2025Stone House Investment Management LLC6,852$632K0.1%N/A0.003%
5/13/2025HighTower Advisors LLC669,472$61.79M0.1%-0.3%0.304%
5/12/2025Financial Engines Advisors L.L.C.148,377$13.69M0.0%+101.3%0.067%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors36,727$3.39M0.3%-6.0%0.017%
5/12/2025Meridian Wealth Management LLC5,928$547K0.0%+3.7%0.003%
5/12/2025Sandy Spring Bank362,036$33.41M1.4%-0.5%0.165%
5/12/2025SouthState Corp965$89K0.0%+1,153.2%0.000%
5/12/2025Robinson Smith Wealth Advisors LLC101,190$9.34M7.8%+0.8%0.046%
5/12/2025Atlas Capital Advisors Inc.36,968$3.41M0.4%+33.6%0.017%
5/12/2025Benjamin Edwards Inc.972,091$89.71M1.3%+10.3%0.442%
5/12/2025JPMorgan Chase & Co.2,029,899$187.34M0.0%+2.7%0.923%
5/12/2025Townsquare Capital LLC7,546$696K0.0%+28.0%0.003%
5/12/2025Zions Bancorporation National Association UT3,727$344K0.0%N/A0.002%
5/12/2025National Bank of Canada FI3,798$350K0.0%+6.6%0.002%
5/12/2025LaSalle St. Investment Advisors LLC144,915$13.37M3.2%+5.8%0.066%
5/12/2025Beam Wealth Advisors Inc.80,849$7.46M2.5%+1.2%0.037%
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5/12/2025AlphaCore Capital LLC923$85K0.0%N/A0.000%
5/9/2025R. W. Roge & Company Inc.9,192$848K0.5%+2.9%0.004%
5/9/2025Deutsche Bank AG22,599$2.09M0.0%-32.7%0.010%
5/9/2025Charles Schwab Investment Management Inc.107,943$9.96M0.0%-8.9%0.049%
5/9/2025Exencial Wealth Advisors LLC5,093$470K0.0%+10.5%0.002%
5/9/2025PrairieView Partners LLC63,286$5.84M0.6%-0.5%0.029%
5/9/2025Endowment Wealth Management Inc.41,448$3.83M2.5%+22.8%0.019%
5/9/2025Wealthspire Advisors LLC22,108$2.04M0.0%+138.2%0.010%
5/9/2025Atria Wealth Solutions Inc.120,028$11.08M0.1%+5.0%0.055%
5/9/2025Empower Advisory Group LLC3,113$287K0.0%N/A0.001%
(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, 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), Jones Financial Companies Lllp ($441.70M), Blue Trust Inc. ($441.27M), Envestnet Asset Management Inc. ($424.48M), and Signaturefd LLC ($411.66M).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 612 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 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 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 33,144,697 shares in the last 24 months. This purchase volume represents approximately $3.06B in transactions.

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

Of the 294 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: Auto Owners Insurance Co ($840.20K), Merit Financial Group LLC ($563.55K), Corient Private Wealth LLC ($499.02K), Blue Trust Inc. ($459.66K), Venturi Wealth Management LLC ($340.81K), Atria Investments Inc ($256.65K), and Atria Wealth Solutions Inc. ($200.21K).

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

Institutional investors have sold a total of 6,548,985 shares in the last 24 months. This volume of shares sold represents approximately $605.08M in transactions.


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This page (NASDAQ:IUSV) was last updated on 7/5/2025 by MarketBeat.com Staff
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