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

iShares Core S&P U.S. Value ETF logo
$113.06 +0.05 (+0.04%)
Closing price 10/13/2026 04:00 PM Eastern
Extended Trading
$113.00 -0.06 (-0.05%)
As of 08:47 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Number of
Institutional Buyers
(last 12 months)
426
Total
Institutional Inflows
(last 12 months)
$17.01B
Number of
Institutional Sellers
(last 12 months)
287
Total
Institutional Outflows
(last 12 months)
$563.06M
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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
10/14/2026MFA Wealth Services23,535$2.60M1.6%-2.6%0.010%
10/14/2026XY Planning Network Inc.25,481$2.81M0.3%+13.3%0.010%
10/14/2026Foster Group Inc.1,133,978$125.06M3.4%+0.2%0.462%
10/14/2026B. Riley Wealth Advisors Inc.3,586$395K0.0%N/A0.001%
10/14/2026Krilogy Financial LLC2,431$275K0.0%N/A0.001%
10/13/2026First Financial Corp IN1,759$194K0.1%N/A0.001%
10/13/2026Accel Wealth Management2,352$259K0.1%+4.4%0.001%
10/13/2026Koesten Hirschmann & Crabtree INC.3,969$438K0.2%-7.6%0.002%
10/13/2026McGlone Suttner Wealth Management Inc.673,208$74.24M8.5%+1.3%0.274%
10/13/2026PCA Investment Advisory Services Inc.346,839$38.25M10.5%+4.8%0.141%
10/9/2026Sound Income Strategies LLC9,274$1.04M0.0%-10.5%0.004%
10/9/2026Breakwater Capital Group44,153$4.87M0.6%-1.6%0.018%
10/9/2026First Heartland Consultants Inc.18,923$2.09M0.1%N/A0.008%
10/8/2026Independence Financial Advisors LLC58,613$6.46M1.6%-8.1%0.024%
10/8/2026Farther Finance Advisors LLC27,260$3.01M0.0%+0.9%0.011%
10/8/2026Sapient Capital LLC65,412$7.21M0.1%+0.5%0.027%
10/8/2026CoreCap Advisors LLC2,556$282K0.0%+10.0%0.001%
10/8/2026Apella Capital LLC2,801$312K0.0%+5.8%0.001%
10/8/2026Valeo Financial Advisors LLC3,315$366K0.0%-13.5%0.001%
10/8/2026Veracity Capital LLC374,015$41.25M11.2%+1.5%0.152%
10/7/2026Canandaigua National Trust Co of Florida72,646$8.01M4.5%N/A0.030%
10/7/2026Canandaigua National Bank & Trust Co.808,409$89.15M8.0%N/A0.329%
10/7/2026Echo45 Advisors LLC3,693$407K0.2%N/A0.002%
10/7/2026MFA Wealth Advisors LLC3,440$379K0.0%-78.8%0.001%
10/7/2026Legacy Solutions LLC73,844$8.14M6.3%+3.8%0.030%
10/7/2026Weaver Consulting Group3,003$331K0.1%+10.4%0.001%
9/23/2026QRG Capital Management Inc.5,989$660K0.0%+178.8%0.002%
9/23/2026Envestnet Portfolio Solutions Inc.1,904$210K0.0%N/A0.001%
9/23/2026Envestnet Asset Management Inc.7,575,951$834.48M0.1%+5.7%3.104%
9/18/2026Security National Bank of Sioux City Iowa IA538$59K0.0%N/A0.000%
9/9/2026Palogic Value Management L.P.3,739$412K0.1%N/A0.002%
9/9/2026Tortoise Investment Management LLC100,080$11.02M0.8%-1.2%0.041%
9/9/2026Sequoia Financial Advisors LLC695,001$76.55M0.4%-0.1%0.287%
9/9/2026Tidal Investments LLC4,188$461K0.0%+7.5%0.002%
9/9/2026MCF Advisors LLC4,041$445K0.0%+101.2%0.002%
9/9/2026Teamwork Financial Advisors LLC1,913$211K0.0%N/A0.001%
9/9/2026Integrated Wealth Concepts LLC105,349$11.60M0.1%-1.0%0.044%
9/9/2026RFG Advisory LLC12,117$1.34M0.0%+30.2%0.005%
9/9/2026NewEdge Advisors LLC130,015$14.32M0.0%-0.2%0.054%
9/9/2026IFP Advisors Inc2,576$284K0.0%+16.7%0.001%
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9/9/2026Baird Financial Group Inc.115,577$12.73M0.0%-7.9%0.048%
9/9/2026One Charles Private Wealth Services LLC6,995$770K0.2%-7.1%0.003%
9/9/2026XY Planning Network Inc.22,487$2.48M0.3%+2.3%0.009%
9/8/2026Allworth Financial LP587,665$64.73M0.3%-1.7%0.243%
9/8/2026Waverly Advisors LLC15,165$1.67M0.0%+16.1%0.006%
9/8/2026Bank OZK2,687$296K0.1%-3.9%0.001%
9/2/2026Allianz Asset Management GmbH170,990$18.84M0.0%+14.3%0.071%
8/27/2026Corient Private Wealth LP997,535$109.88M0.2%+21.9%0.412%
8/27/2026SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co4,187$461K0.2%N/A0.002%
8/23/2026Ameritas Advisory Services LLC140,385$15.46M0.3%+143.0%0.058%
8/23/2026Kintra Wealth LLC591,891$68.26M3.6%+33.6%0.244%
8/23/2026SFG Wealth Management LLC.3,471$382K0.1%+6.0%0.001%
8/23/2026HB Wealth Management LLC11,349$1.25M0.0%+37.4%0.005%
8/22/2026Compass Financial Management LLC4,615$525K0.1%N/A0.002%
8/22/2026Markowski Investments448$49K0.0%N/A0.000%
8/22/2026Old Mission Investment Co LLC55,257$6.09M1.3%N/A0.023%
8/22/2026NWF Advisory Services Inc.19,472$2.15M0.2%+4.9%0.008%
8/22/2026TD Waterhouse Canada Inc.49,111$5.43M0.0%+2.3%0.020%
8/22/2026Concurrent Investment Advisors LLC173,977$19.16M0.2%+9.7%0.072%
8/21/2026Greenspring Advisors LLC3,573$394K0.0%+12.6%0.001%
8/21/2026Continuum Advisory LLC2,418$266K0.0%+5.2%0.001%
8/21/2026SkyOak Wealth LLC189,458$20.87M3.4%-5.5%0.078%
8/21/2026Symphony Financial Ltd. Co.76,013$8.38M1.0%+2.2%0.031%
8/20/2026LGL Partners LLC8,386$924K0.3%N/A0.003%
8/20/2026First PREMIER Bank2,752$303K0.0%N/A0.001%
8/20/2026Cooper Haims Advisors LLC4,031$444K0.2%N/A0.002%
8/20/2026Proficio Capital Partners LLC151,604$16.70M0.6%+7,397.7%0.063%
8/20/2026Nwam LLC263,686$29.05M1.5%+2,334.5%0.109%
8/20/2026Renasant Bank23,224$2.56M1.6%N/A0.010%
8/20/2026Denver PWM LLC19,221$2.22M0.6%-1.4%0.008%
8/20/2026JNBA Financial Advisors68,061$8.32M0.4%N/A0.028%
8/20/2026Strategic Advisors LLC4,545$501K0.1%N/A0.002%
8/20/2026BTG Pactual Asset Management US LLC701,822$77.31M4.6%N/A0.290%
8/20/2026Oarsman Capital Inc.30,925$3.41M0.3%N/A0.013%
8/20/2026ICONIQ Capital LLC43,434$4.78M0.1%-49.4%0.018%
8/20/2026Rothschild Capital Partners LLC1,181$130K0.0%N/A0.000%
8/20/2026RPg Family Wealth Advisory LLC15,493$1.71M0.3%N/A0.006%
8/20/2026Risk Paradigm Group LLC15,477$1.71M1.1%N/A0.006%
8/20/2026Headlands Technologies LLC5,231$576K0.1%N/A0.002%
8/7/2026Trust Co. of Vermont3,334$367K0.0%N/A0.001%
7/10/2026JFS Wealth Advisors LLC9,391$1.03M0.1%-6.7%0.004%
7/10/2026Canvas Wealth Advisors LLC81,196$8.94M1.2%+6.0%0.034%
7/10/2026KWB Wealth2,933$323K0.0%+4.1%0.001%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors3,165$349K0.0%-4.5%0.001%
7/10/2026Alliance Private Wealth LLC207,767$22.89M8.0%-6.0%0.086%
7/10/2026Wealthcare Advisory Partners LLC3,000$330K0.0%+12.0%0.001%
7/10/2026Warner Financial Inc.1,890$208K0.1%N/A0.001%
7/9/2026Sapient Capital LLC65,069$7.17M0.1%-32.6%0.027%
7/9/2026Corepath Wealth Partners LLC57,271$6.35M3.9%-0.4%0.024%
7/9/2026Breakwater Capital Group44,873$4.94M0.6%-1.9%0.019%
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7/9/2026Valeo Financial Advisors LLC3,833$422K0.0%-19.2%0.002%
7/9/2026TL Private Wealth17,105$1.91M0.7%-3.2%0.007%
7/8/2026Thurston Springer Miller Herd & Titak Inc.2,059$227K0.1%+13.9%0.001%
7/8/2026Invariant Investment Management5,032$563K0.3%+16.7%0.002%
7/8/2026Teamwork Financial Advisors LLC1,913$211K0.0%N/A0.001%
7/7/2026180 Wealth Advisors LLC50,297$5.54M0.6%-5.5%0.021%
7/7/2026Foster Group Inc.1,131,712$124.66M3.3%+1.8%0.471%
7/7/2026Dynamic Advisor Solutions LLC101,192$11.15M0.3%+3.6%0.042%
7/7/2026Canandaigua National Bank & Trust Co.808,560$89.06M7.5%N/A0.336%
7/7/2026Legacy Solutions LLC71,120$7.83M6.3%+0.6%0.030%


IUSV Institutional Ownership - Frequently Asked Questions

During the previous two years, 801 institutional investors and hedge funds held shares of iShares Core S&P U.S. Value ETF. The most heavily invested institutionals were Auto Owners Insurance Co ($13.90B), Bank of America Corp DE ($8.53B), LPL Financial LLC ($1.68B), Morgan Stanley ($996.77M), Envestnet Asset Management Inc. ($834.48M), Jones Financial Companies Lllp ($609.85M), and Signaturefd LLC ($468.99M).Learn more on iShares Core S&P U.S. Value ETF's institutional investors.

Of the 683 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: Auto Owners Insurance Co ($138.45M), Bank of America Corp DE ($17.21M), Valpey Financial Services LLC ($2.96M), Symphony Financial Ltd. Co. ($2.37M), Kestra Investment Management LLC ($2.26M), Life Planning Partners Inc ($2.24M), and LPL Financial LLC ($2.07M).

Institutional investors have bought a total of 165,843,699 shares in the last 24 months. This purchase volume represents approximately $17.01B in transactions.

Of the 285 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: Blue Trust Inc. ($718.07K), Venturi Wealth Management LLC ($686.45K), Tanglewood Legacy Advisors LLC ($287.32K), Drake & Associates LLC ($261.38K), Northwestern Mutual Wealth Management Co. ($239.85K), Commonwealth Equity Services LLC ($228.32K), and Integrated Advisors Network LLC ($179.46K).

Institutional investors have sold a total of 5,525,226 shares in the last 24 months. This volume of shares sold represents approximately $563.06M in transactions.


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Institutional ownership data for NASDAQ:IUSV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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