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

$91.82

+1.18 (+1.30%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Options Chain Ownership Ratings Short Interest Trends

Number of Institutional Buyers (last 12 months): 358
Total Institutional Inflows (last 12 months): $952.90M

Number of Institutional Sellers (last 12 months): 264
Total Institutional Outflows (last 12 months): $479.40M

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IUSV Institutional Buying and Selling by Quarter

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iShares Core S&P U.S. Value ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	1900 Wealth Management LLC	16,573	$1.46M	0.1%	-61.5%	0.008%
7/26/2024	Breakwater Capital Group	50,789	$4.48M	1.0%	+0.9%	0.026%
7/26/2024	Harbour Investments Inc.	1,767	$156K	0.0%	-7.3%	0.001%
7/26/2024	Atlantic Edge Private Wealth Management LLC	7,781	$686K	0.2%	-19.8%	0.004%
7/26/2024	Allspring Global Investments Holdings LLC	519,156	$45.75M	0.1%	+2.9%	0.261%
7/26/2024	Bank of New York Mellon Corp	2,808	$247K	0.0%	N/A	0.001%
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7/26/2024	Bailard Inc.	41,329	$3.64M	0.1%	-0.4%	0.021%
7/26/2024	Patten Group Inc.	11,451	$1.01M	0.2%	+6.0%	0.006%
7/24/2024	Family Firm Inc.	544	$48K	0.0%	N/A	0.000%
7/24/2024	Premier Path Wealth Partners LLC	4,723	$416K	0.1%	-27.0%	0.002%
7/24/2024	Charter Oak Capital Management LLC	73,405	$6.47M	0.7%	-1.8%	0.037%
7/24/2024	Boyd Wealth Management LLC	8,878	$782K	0.4%	+10.1%	0.004%
7/24/2024	Diversified LLC	2,612	$230K	0.0%	N/A	0.001%
7/24/2024	Leonard Rickey Investment Advisors P.L.L.C.	38,096	$3.36M	0.8%	-1.3%	0.019%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	3,242	$286K	0.0%	-13.2%	0.002%
7/24/2024	Catalyst Private Wealth LLC	23,510	$2.07M	1.1%	-2.2%	0.012%
7/24/2024	&PARTNERS	21,206	$1.87M	0.1%	+315.9%	0.011%
7/23/2024	Richard W. Paul & Associates LLC	143,163	$12.62M	4.9%	+5.8%	0.072%
7/23/2024	Windward Private Wealth Management Inc.	35,253	$3.11M	1.3%	-4.4%	0.018%
7/23/2024	MFA Wealth Advisors LLC	136,957	$12.07M	2.6%	-0.9%	0.069%
7/23/2024	XML Financial LLC	3,423	$302K	0.0%	+11.2%	0.002%
7/23/2024	Amplius Wealth Advisors LLC	126,297	$11.13M	1.2%	-3.7%	0.064%
7/22/2024	Atria Wealth Solutions Inc.	315,960	$27.85M	0.3%	+1.9%	0.159%
7/22/2024	RTD Financial Advisors Inc.	5,165	$455K	0.1%	N/A	0.003%
7/22/2024	Veracity Capital LLC	335,409	$29.56M	12.3%	-4.5%	0.169%
7/22/2024	Nadler Financial Group Inc.	389,070	$34.29M	4.0%	+2.8%	0.196%
7/22/2024	Liberty One Investment Management LLC	13,493	$1.19M	0.1%	+80.6%	0.007%
7/22/2024	Hobbs Group Advisors LLC	5,517	$486K	0.2%	N/A	0.003%
7/22/2024	SeaCrest Wealth Management LLC	6,454	$569K	0.1%	+46.2%	0.003%
7/22/2024	Wealthspan Partners LLC	4,920	$434K	0.2%	-4.2%	0.002%
7/20/2024	ZWJ Investment Counsel Inc.	25,201	$2.22M	0.1%	+282.9%	0.013%
7/20/2024	Parsons Capital Management Inc. RI	3,583	$316K	0.0%	-4.7%	0.002%
7/20/2024	Raymond James Financial Services Advisors Inc.	782,605	$68.97M	0.1%	+4.7%	0.394%
7/19/2024	Western Wealth Management LLC	22,426	$1.98M	0.1%	-0.7%	0.011%
7/19/2024	Garrett Wealth Advisory Group LLC	5,854	$516K	0.2%	N/A	0.003%
7/19/2024	Financial Partners Group Inc	4,823	$425K	0.1%	N/A	0.002%
7/19/2024	Raymond James & Associates	497,286	$43.83M	0.0%	+8.4%	0.251%
7/19/2024	Hoxton Planning & Management LLC	6,839	$603K	0.3%	+6.2%	0.003%
7/19/2024	McGlone Suttner Wealth Management Inc.	540,136	$45.55M	12.6%	-0.6%	0.273%
7/19/2024	ERTS Wealth Advisors LLC	120,667	$10.63M	2.1%	-45.6%	0.061%
Man who Predicted Trump 2016 Win: “Prepare for Election Meltdown” (Ad) Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… A predicted Trump would win. You won’t believe what he’s predicting now. Click here to see it because it’s a SHOCKER…
7/18/2024	Gradient Investments LLC	528	$47K	0.0%	+1,550.0%	0.000%
7/18/2024	Rovin Capital UT ADV	45,793	$4.04M	1.7%	-35.9%	0.023%
7/18/2024	Blue Trust Inc.	4,605,132	$416.49M	5.7%	-0.7%	2.326%
7/18/2024	Baron Silver Stevens Financial Advisors LLC	2,996	$264K	0.1%	+27.8%	0.002%
7/18/2024	17 Capital Partners LLC	20,671	$1.82M	1.3%	+4.8%	0.010%
7/17/2024	ERn Financial LLC	9,154	$807K	0.1%	-3.9%	0.005%
7/17/2024	Tanglewood Legacy Advisors LLC	554,681	$48.88M	23.1%	+3.3%	0.280%
7/17/2024	180 Wealth Advisors LLC	59,667	$5.34M	0.9%	-2.1%	0.030%
7/17/2024	IAG Wealth Partners LLC	1,087	$96K	0.0%	N/A	0.001%
7/16/2024	Envestnet Portfolio Solutions Inc.	33,911	$2.99M	0.0%	-39.5%	0.017%
7/16/2024	GPS Wealth Strategies Group LLC	945	$83K	0.0%	+24.8%	0.000%
7/16/2024	Steele Capital Management Inc.	211,753	$18.66M	1.0%	-2.7%	0.107%
7/16/2024	Great Valley Advisor Group Inc.	11,489	$1.01M	0.0%	+66.1%	0.006%
7/16/2024	Wealth Enhancement Advisory Services LLC	472,819	$41.67M	0.1%	-3.8%	0.239%
7/16/2024	Sequoia Financial Advisors LLC	13,934	$1.23M	0.0%	-4.4%	0.007%
7/15/2024	Dynamic Advisor Solutions LLC	97,828	$8.62M	0.3%	+6.4%	0.049%
7/15/2024	Occidental Asset Management LLC	9,310	$820K	0.1%	-52.9%	0.005%
7/15/2024	Fifth Third Securities Inc.	4,864	$429K	0.0%	-3.8%	0.002%
7/15/2024	Aspiriant LLC	2,860,399	$252.09M	10.3%	+3.8%	1.445%
7/15/2024	Ironwood Wealth Management Inc.	205,114	$18.36M	9.3%	+0.4%	0.104%
7/15/2024	RFG Advisory LLC	5,253	$463K	0.0%	+9.4%	0.003%
7/15/2024	Presilium Private Wealth LLC	36,473	$3.21M	0.8%	-0.4%	0.018%
7/13/2024	ForthRight Wealth Management LLC	310,249	$27.34M	9.8%	-4.6%	0.157%
7/12/2024	Curated Wealth Partners LLC	2,900	$256K	0.0%	-150.4%	0.001%
7/12/2024	Carr Financial Group Corp	12,212	$1.08M	0.3%	-1.7%	0.006%
7/12/2024	Wealth Management Partners LLC	43,250	$3.81M	1.9%	+1.1%	0.022%
7/12/2024	Columbus Macro LLC	44,937	$3.95M	1.5%	-1.3%	0.023%
7/11/2024	U.S. Capital Wealth Advisors LLC	3,439	$303K	0.0%	-40.6%	0.002%
7/11/2024	Canandaigua National Bank & Trust Co.	647,521	$57.07M	6.2%	N/A	0.327%
7/11/2024	Pacifica Partners Inc.	1,522	$134K	0.1%	N/A	0.001%
7/10/2024	Csenge Advisory Group	4,402	$388K	0.0%	+6.5%	0.002%
7/10/2024	Helen Stephens Group LLC	2,632	$232K	0.1%	N/A	0.001%
7/10/2024	RDA Financial Network	34,324	$3.03M	1.0%	-2.6%	0.017%
7/10/2024	CWM LLC	725,840	$63.97M	0.3%	-10.0%	0.367%
7/9/2024	Northwest Capital Management Inc	443	$39K	0.0%	-29.8%	0.000%
7/8/2024	Quent Capital LLC	98,787	$8.71M	1.0%	+10.1%	0.050%
7/8/2024	Dentgroup LLC	6,439	$567K	0.5%	N/A	0.003%
7/2/2024	Transcend Capital Advisors LLC	4,653	$410K	0.0%	+46.0%	0.002%
7/2/2024	Appleton Partners Inc. MA	3,862	$340K	0.0%	-5.2%	0.002%
7/1/2024	Confluence Investment Management LLC	5,662	$499K	0.0%	N/A	0.003%
6/28/2024	Bright Futures Wealth Management LLC.	5,313	$467K	0.2%	N/A	0.003%
6/28/2024	Quent Capital LLC	89,699	$8.11M	0.9%	-5.9%	0.047%
5/30/2024	Peninsula Wealth LLC	2,408	$218K	0.0%	N/A	0.001%
5/29/2024	Garde Capital Inc.	229,723	$20.78M	1.5%	-0.6%	0.119%
5/28/2024	Verity Asset Management Inc.	7,458	$674K	0.4%	+7.3%	0.004%
5/24/2024	Cetera Advisor Networks LLC	242,168	$21.90M	0.1%	+1.4%	0.126%
5/24/2024	Cetera Advisors LLC	105,197	$9.51M	0.1%	+142.2%	0.055%
5/24/2024	Cetera Investment Advisers	429,104	$38.81M	0.1%	+218.9%	0.223%
5/22/2024	Beck Bode LLC	37,045	$3.35M	0.7%	-19.4%	0.019%
5/22/2024	Koesten Hirschmann & Crabtree INC.	5,164	$467K	0.3%	-27.5%	0.003%
Man who Predicted Trump 2016 Win: “Prepare for Election Meltdown” (Ad) Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… A predicted Trump would win. You won’t believe what he’s predicting now. Click here to see it because it’s a SHOCKER…
5/21/2024	Atria Investments Inc	444,218	$40.18M	0.6%	+12.7%	0.231%
5/21/2024	LRI Investments LLC	3,703	$335K	0.0%	N/A	0.002%
5/20/2024	Pacific Center for Financial Services	931	$84K	0.0%	+319.4%	0.000%
5/20/2024	Cim LLC	5,010	$453K	0.1%	-5.8%	0.003%
5/17/2024	William Howard & Co Financial Advisors Inc	8,520	$771K	0.7%	N/A	0.004%
5/17/2024	Pineridge Advisors LLC	792	$72K	0.0%	-34.9%	0.000%
5/17/2024	Comerica Bank	53,215	$4.81M	0.0%	-16.7%	0.028%
5/16/2024	B. Riley Wealth Advisors Inc.	9,289	$840K	0.0%	+3.8%	0.005%
5/16/2024	Sweeney & Michel LLC	4,796	$429K	0.2%	N/A	0.002%
5/16/2024	Prudent Investors Network Inc.	5,577	$504K	0.2%	N/A	0.003%

(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, 619 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. ($416.49M), 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 539 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 233,290,222 shares in the last 24 months. This purchase volume represents approximately $19.71B in transactions.

Which iShares Core S&P U.S. Value ETF major shareholders have been selling company stock?: Of the 360 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 ($714.93K), Blue Trust Inc. ($560.07K), 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 13,512,951 shares in the last 24 months. This volume of shares sold represents approximately $1.51B in transactions.