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

-0.05 (-0.06%)
(As of 06/21/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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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
5/30/2024 Peninsula Wealth LLC2,408$218K0.0%N/A0.001%
5/29/2024 Garde Capital Inc.229,723$20.78M1.5%-0.6%0.119%
5/28/2024 Verity Asset Management Inc.7,458$674K0.4%+7.3%0.004%
5/24/2024 Cetera Advisor Networks LLC242,168$21.90M0.1%+1.4%0.126%
5/24/2024 Cetera Advisors LLC105,197$9.51M0.1%+142.2%0.055%
5/24/2024 Cetera Investment Advisers429,104$38.81M0.1%+218.9%0.223%
5/22/2024 Beck Bode LLC37,045$3.35M0.7%-19.4%0.019%
5/22/2024 Koesten Hirschmann & Crabtree INC.5,164$467K0.3%-27.5%0.003%
5/21/2024 Atria Investments Inc444,218$40.18M0.6%+12.7%0.231%
5/21/2024 LRI Investments LLC3,703$335K0.0%N/A0.002%
5/20/2024 Pacific Center for Financial Services931$84K0.0%+319.4%0.000%
5/20/2024 Cim LLC5,010$453K0.1%-5.8%0.003%
5/17/2024 William Howard & Co Financial Advisors Inc8,520$771K0.7%N/A0.004%
5/17/2024 Pineridge Advisors LLC792$72K0.0%-34.9%0.000%
5/17/2024 Comerica Bank53,215$4.81M0.0%-16.7%0.028%
5/16/2024 B. Riley Wealth Advisors Inc.9,289$840K0.0%+3.8%0.005%
5/16/2024 Sweeney & Michel LLC4,796$429K0.2%N/A0.002%
5/16/2024 Prudent Investors Network Inc.5,577$504K0.2%N/A0.003%
5/16/2024 Waverly Advisors LLC12,641$1.14M0.0%+9.3%0.007%
5/15/2024 Talisman Wealth Advisors LLC9,123$825K1.0%-2.6%0.005%
5/15/2024 Manhattan West Asset Management LLC2,411$218K0.1%N/A0.001%
5/15/2024 Kestra Advisory Services LLC220,297$19.92M0.1%+125.1%0.114%
5/15/2024 LRI Investments LLC3,703$330K0.0%N/A0.002%
5/14/2024 EP Wealth Advisors LLC37,365$3.38M0.0%-3.0%0.019%
5/14/2024 Vident Advisory LLC223,904$20.25M0.4%+4.7%0.116%
5/14/2024 Northwest Wealth Management LLC13,655$1.24M0.3%-51.0%0.007%
5/13/2024 Bessemer Group Inc.3,505$317K0.0%-3.8%0.002%
5/13/2024 O Shaughnessy Asset Management LLC6,039$546K0.0%+33.1%0.003%
5/11/2024 Patten & Patten Inc. TN3,320$300K0.0%+3.9%0.002%
5/10/2024 Osaic Holdings Inc.487,567$44.10M0.1%+1.9%0.253%
5/10/2024 TIAA Trust National Association4,776$432K0.0%+16.6%0.002%
5/10/2024 Nwam LLC11,919$1.05M0.1%-10.0%0.006%
5/9/2024 Blair William & Co. IL1,167,368$105.58M0.3%+10.1%0.606%
5/9/2024 Kingsview Wealth Management LLC3,221$291K0.0%-9.9%0.002%
5/9/2024 SageView Advisory Group LLC16,743$1.51M0.1%+365.1%0.009%
5/9/2024 First National Bank of Hutchinson8,603$778K0.5%-50.5%0.004%
5/9/2024 Endowment Wealth Management Inc.20,656$1.87M1.4%+20.2%0.011%
5/9/2024 Koshinski Asset Management Inc.7,371$667K0.1%-11.9%0.004%
5/8/2024 Avantax Advisory Services Inc.269,448$24.37M0.2%+2.7%0.140%
5/8/2024 US Bancorp DE91,032$8.23M0.0%-1.7%0.047%
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5/8/2024 Russell Investments Group Ltd.62,156$5.62M0.0%N/A0.032%
5/7/2024 Verus Capital Partners LLC3,956$358K0.0%N/A0.002%
5/7/2024 Choate Investment Advisors4,500$407K0.0%N/A0.002%
5/7/2024 Concurrent Investment Advisors LLC99,744$9.02M0.4%+0.7%0.052%
5/7/2024 Montag A & Associates Inc.26,558$2.40M0.1%+11.8%0.014%
5/7/2024 New South Capital Management Inc.2,670$241K0.0%N/A0.001%
5/7/2024 Hantz Financial Services Inc.360,855$32.64M10.6%-4.0%0.187%
5/7/2024 Windward Private Wealth Management Inc.36,857$3.33M1.4%-1.6%0.019%
5/7/2024 Equity Investment Corp27,327$2.47M0.1%-58.3%0.014%
5/7/2024 Oppenheimer & Co. Inc.30,695$2.78M0.0%+1.0%0.016%
5/7/2024 PFG Advisors14,810$1.34M0.1%+2.4%0.008%
5/7/2024 Wealthspire Advisors LLC2,273$206K0.0%N/A0.001%
5/7/2024 Motive Wealth Advisors75,050$6.79M4.1%+110.5%0.039%
5/6/2024 Envestnet Portfolio Solutions Inc.56,006$5.07M0.0%+446.9%0.029%
5/6/2024 CFO4Life Group LLC15,423$1.40M0.3%-1.2%0.008%
5/6/2024 SYM FINANCIAL Corp4,690$424K0.1%-2.7%0.002%
5/6/2024 Advisory Services Network LLC98,851$8.94M0.2%+3.4%0.051%
5/6/2024 Mitchell Capital Management Co.37,117$3.36M0.6%-50.5%0.019%
5/6/2024 Financial Council LLC92,180$8.34M4.9%-3.2%0.048%
5/4/2024 R. W. Roge & Company Inc.9,352$846K0.5%+20.5%0.005%
5/4/2024 PrairieView Partners LLC68,025$6.15M0.7%-1.4%0.035%
5/3/2024 Signaturefd LLC4,242,760$383.72M8.1%+0.6%2.202%
5/3/2024 Southern Capital Advisors LLC251,258$22.72M13.8%-2.3%0.130%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors21,148$1.91M0.2%+136.4%0.011%
5/3/2024 Lutz Financial Services LLC130,255$11.78M1.0%-0.7%0.068%
5/2/2024 Mutual Advisors LLC45,418$4.11M0.1%+5.5%0.024%
5/2/2024 USAdvisors Wealth Management LLC69,765$6.29M2.4%-5.9%0.036%
5/2/2024 Baron Silver Stevens Financial Advisors LLC2,344$212K0.0%N/A0.001%
5/2/2024 Quent Capital LLC89,700$8.11M0.9%-5.9%0.047%
5/2/2024 Elevate Wealth Advisory Inc.13,572$1.23M1.1%-34.1%0.007%
5/2/2024 Vantage Financial Partners LLC59,663$5.40M1.5%+2.8%0.031%
5/2/2024 Choreo LLC11,234$1.02M0.0%-6.0%0.006%
5/2/2024 Presilium Private Wealth LLC36,614$3.31M0.9%-2.4%0.019%
5/2/2024 Mitchell Mcleod Pugh & Williams Inc.9,500$859K0.2%+11.1%0.005%
5/2/2024 Moloney Securities Asset Management LLC23,903$2.16M0.3%+7.8%0.012%
5/2/2024 Palisade Asset Management LLC1,222$111K0.0%N/A0.001%
5/1/2024 Janney Montgomery Scott LLC51,001$4.61M0.0%-11.7%0.026%
5/1/2024 Blue Trust Inc.4,638,614$419.52M5.9%-4.1%2.408%
5/1/2024 Mission Wealth Management LP6,628$599K0.0%+65.8%0.003%
5/1/2024 Sequoia Financial Advisors LLC14,578$1.32M0.0%-5.9%0.008%
4/30/2024 Private Advisor Group LLC200,012$18.09M0.1%+16.5%0.104%
4/30/2024 J.W. Cole Advisors Inc.7,760$700K0.0%+83.2%0.004%
4/30/2024 Hartline Investment Corp3,736$338K0.1%N/A0.002%
4/30/2024 Beam Wealth Advisors Inc.78,522$7.10M4.3%+0.4%0.041%
4/30/2024 Foundry Financial Group Inc.130,901$11.84M8.4%+2.1%0.068%
4/30/2024 Valley Forge Investment Consultants Inc. ADV25,949$2.35M0.9%+168.7%0.013%
4/30/2024 Joel Isaacson & Co. LLC3,545$321K0.0%N/A0.002%
4/30/2024 Perigon Wealth Management LLC52,311$4.73M0.1%-3.9%0.027%
4/30/2024 SkyOak Wealth LLC180,622$16.34M3.9%+0.1%0.094%
4/30/2024 Madison Wealth Partners Inc216,244$19.56M7.1%+0.8%0.112%
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4/30/2024 Allspring Global Investments Holdings LLC504,410$45.62M0.1%-1.1%0.262%
4/29/2024Commonwealth Equity Services LLC1,431,681$129.48M0.2%+3.2%0.743%
4/29/2024 Benjamin Edwards Inc.6,855$620K0.1%+2.1%0.004%
4/29/2024 Benjamin F. Edwards & Company Inc.769,867$69.63M1.3%+6.7%0.400%
4/29/2024 RWA Wealth Partners LLC21,176$1.92M0.0%-2.5%0.011%
4/29/2024 Wealthspan Partners LLC5,135$464K0.3%-11.8%0.003%
4/29/2024 Crescent Grove Advisors LLC153,488$13.88M1.4%+1.6%0.080%
4/29/2024 HighMark Wealth Management LLC80,946$7.31M4.5%-2.5%0.042%
4/27/2024 Nadler Financial Group Inc.378,529$34.23M4.2%+4.1%0.197%
4/26/2024 Carlton Hofferkamp & Jenks Wealth Management LLC17,661$1.54M0.6%+2.5%0.009%
(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, 613 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 ($3.98B), Graham Capital Wealth Management LLC ($1.37B), LPL Financial LLC ($862.26M), Morgan Stanley ($578.76M), Blue Trust Inc. ($419.52M), Ronald Blue Trust Inc. ($404.23M), and Signaturefd LLC ($383.72M).Learn more on IUSV's institutional investors.

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

Of the 530 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 ($197.27M), Ronald Blue Trust Inc. ($6.01M), Venturi Wealth Management LLC ($1.49M), Bank of America Corp DE ($1.19M), Jones Financial Companies Lllp ($1.01M), Modera Wealth Management LLC ($912.33K), and M&T Bank Corp ($873.87K).

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

Institutional investors have bought a total of 233,072,264 shares in the last 24 months. This purchase volume represents approximately $19.73B in transactions.

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

Of the 357 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: BlackRock Inc. ($893.72K), Venturi Wealth Management LLC ($853.81K), Ronald Blue Trust Inc. ($845.13K), Wealth Enhancement Advisory Services LLC ($696.37K), Blue Trust Inc. ($526.59K), Bank of America Corp DE ($510.22K), and Trek Financial LLC ($415.47K).

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

Institutional investors have sold a total of 13,384,950 shares in the last 24 months. This volume of shares sold represents approximately $1.51B in transactions.

This page (NASDAQ:IUSV) was last updated on 6/23/2024 by Staff

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