Free Trial
$100 Off Ends Tonight! MarketBeat All Access Returns to $249
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Save $100 Now
Claim MarketBeat All Access Sale Promotion

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

iShares Core S&P U.S. Value ETF logo
$110.35 0.00 (0.00%)
As of 05/22/2026 04:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
480
Total
Institutional Inflows
(last 12 months)
$17.52B
Number of
Institutional Sellers
(last 12 months)
332
Total
Institutional Outflows
(last 12 months)
$869.84M
Get IUSV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Core S&P U.S. Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
5/22/2026Verus Capital Partners LLC11,166$1.14M0.1%-25.7%0.005%
5/20/2026 TrueWealth Financial Partners5,659$579K0.2%N/A0.002%
5/19/2026 Western Wealth Management LLC21,026$2.15M0.1%+1.9%0.009%
5/19/2026 McIlrath & Eck LLC4,419$452K0.0%+64.7%0.002%
5/19/2026 Eley Financial Management Inc51,500$5.27M1.8%+1.6%0.022%
5/19/2026 Bank of America Corp DE83,374,722$8.53B0.6%0.0%35.224%
5/19/2026 Centaurus Financial Inc.71,183$7.28M0.3%-57.2%0.030%
5/19/2026 Arkadios Wealth Advisors57,409$5.87M0.1%+13.5%0.024%
5/19/2026 IFS Group LLC14,011$1.43M1.3%N/A0.006%
5/18/2026 Sunbelt Securities Inc.34,543$3.53M0.2%-7.7%0.015%
5/18/2026 EverSource Wealth Advisors LLC1,809$185K0.0%-15.9%0.001%
5/18/2026 Royal Bank of Canada1,508,476$154.24M0.0%+2.0%0.637%
5/18/2026 Eley Financial Management Inc50,173$5.13M1.8%-1.0%0.021%
5/18/2026 Empowered Funds LLC12,513$1.28M0.0%-7.3%0.005%
5/16/2026 Quantinno Capital Management LP13,743$1.41M0.0%+15.7%0.006%
5/16/2026 Family Manage LLC30,957$3.17M0.4%+1.6%0.013%
5/15/2026 Gateway Wealth Partners LLC6,921$708K0.0%N/A0.003%
5/15/2026 Waverly Advisors LLC13,065$1.34M0.0%-3.8%0.006%
5/15/2026 Asset Management Group Inc.43,480$4.45M0.7%-8.7%0.018%
5/15/2026 Wealth Alliance LLC3,663$375K0.0%-4.2%0.002%
5/14/2026 Renaissance Technologies LLC28,600$2.92M0.0%-40.0%0.012%
5/14/2026 Hilltop Holdings Inc.3,165$324K0.0%+12.5%0.001%
5/14/2026 GC Wealth Management RIA LLC11,876$1.21M0.1%N/A0.005%
5/14/2026 Modern Wealth Management LLC39,526$4.05M0.1%-6.1%0.017%
5/14/2026 Liberty One Investment Management LLC16,902$1.73M0.2%+1,345.9%0.007%
5/13/2026 Cetera Investment Advisers710,815$72.68M0.1%-4.4%0.300%
5/13/2026 NewEdge Wealth LLC21,375$2.19M0.0%+4.9%0.009%
5/13/2026 First Trust Advisors LP2,418$247K0.0%+7.0%0.001%
5/8/2026 PNC Financial Services Group Inc.1,437,925$147.03M0.1%+18.0%0.607%
5/8/2026 One Charles Private Wealth Services LLC7,533$770K0.2%-21.5%0.003%
5/8/2026 Cassaday & Co Wealth Management LLC2,846$291K0.0%N/A0.001%
5/8/2026 Alpha Zero LLC83,264$8.51M4.3%+2.0%0.035%
5/7/2026 Carl P. Sherr & Co. LLC136,427$13.95M6.6%-0.4%0.058%
5/7/2026 Scarborough Advisors LLC1,995$204K0.0%N/A0.001%
5/7/2026 Parallel Advisors LLC4,602$471K0.0%-5.3%0.002%
5/7/2026 Next Capital Management LLC19,560$2M0.6%-4.0%0.008%
5/7/2026 Regimen Wealth LLC6,129$627K0.2%-8.9%0.003%
5/7/2026 Windward Private Wealth Management Inc.38,460$3.93M1.4%-1.0%0.016%
5/7/2026 Crescent Grove Advisors LLC162,440$16.61M1.6%-0.5%0.069%
5/6/2026 Modera Wealth Management LLC1,187,481$121.42M1.5%-0.5%0.502%
Elon Musk’s $1 Quadrillion AI IPO (Ad)

$1 quadrillion would be enough to send a $2.8 million check to every man, woman, and child in America. That is the scale of what analysts are calling the biggest AI IPO in history.And right now, you can claim a stake before the company goes public, starting with just $500.Elon Musk is predicting this investment could climb 1,000x from here. Early access is available today.tc pixel

5/6/2026 Assetmark Inc.2,843$291K0.0%-6.2%0.001%
5/6/2026 Angeles Wealth Management LLC1,165$119K0.0%-45.8%0.000%
5/6/2026 Bessemer Group Inc.11,523$1.18M0.0%+52.7%0.005%
5/6/2026 Allspring Global Investments Holdings LLC525,572$53.74M0.1%-3.3%0.222%
5/6/2026 One Day In July LLC13,495$1.38M0.1%+10.1%0.006%
5/6/2026 Independent Financial Group LLC7,983$816K0.0%N/A0.003%
5/5/2026 Bank of New York Mellon Corp5,568$569K0.0%+65.2%0.002%
5/5/2026 Collaborative Wealth Managment Inc.1,993$204K0.1%-8.1%0.001%
5/5/2026 Geneos Wealth Management Inc.37,444$3.83M0.1%+54.0%0.016%
5/5/2026 Sanctuary Advisors LLC226,681$23.18M0.1%+4.5%0.096%
5/5/2026 Sigma Planning Corp100,840$10.31M0.3%-7.3%0.043%
5/5/2026 First National Bank of Hutchinson3,026$309K0.2%-17.8%0.001%
5/5/2026 Nwam LLC10,831$1.11M0.1%-7.4%0.005%
5/4/2026 Calamos Advisors LLC2,013$206K0.0%N/A0.001%
5/4/2026 Lutz Financial Services LLC111,571$11.41M0.8%-0.7%0.047%
5/4/2026 Bleakley Financial Group LLC11,558$1.18M0.0%+10.1%0.005%
5/4/2026 Archer Investment Corp1,463$150K0.0%+1,089.4%0.001%
5/4/2026 NWF Advisory Services Inc.18,560$1.90M0.2%+9.4%0.008%
5/4/2026 Nadler Financial Group Inc.453,426$46.36M4.5%-1.1%0.192%
5/4/2026 Chicago Partners Investment Group LLC1,899$203K0.0%N/A0.001%
5/4/2026 Abound Financial LLC650$66K0.0%-19.4%0.000%
5/2/2026 Global Assets Advisory LLC25,452$2.60M0.6%+554.6%0.011%
5/2/2026 Anchor Investment Management LLC938$96K0.0%-18.2%0.000%
5/2/2026 Diversify Wealth Management LLC22,613$2.42M0.0%+193.9%0.010%
5/2/2026 Valmark Advisers Inc.67,597$6.91M0.1%-4.1%0.029%
5/1/2026 180 Wealth Advisors LLC53,232$5.44M0.6%-1.8%0.023%
5/1/2026 Fifth Third Bancorp53,792$5.50M0.0%+1,365.7%0.023%
5/1/2026 Sovran Advisors LLC3,413$370K0.0%+19.7%0.001%
5/1/2026 American Trust3,441$352K0.0%-17.4%0.001%
5/1/2026 Sachetta LLC7,157$732K0.4%+5.8%0.003%
5/1/2026 Darwin Wealth Management LLC470$48K0.0%N/A0.000%
5/1/2026 Simplicity Wealth LLC5,722$585K0.0%+9.2%0.002%
5/1/2026 Petix & Botte Co144,214$14.75M3.3%-5.4%0.061%
5/1/2026 Sequoia Financial Advisors LLC695,650$71.13M0.4%+0.1%0.294%
5/1/2026 Beirne Wealth Consulting Services LLC8,251$844K0.2%+3.7%0.003%
4/30/2026 Robinson Smith Wealth Advisors LLC28,340$2.90M2.0%-64.9%0.012%
4/30/2026 SkyOak Wealth LLC200,476$20.50M3.8%-0.3%0.085%
4/30/2026 Kestra Advisory Services LLC206,404$21.11M0.1%+22.3%0.087%
4/30/2026 Beam Wealth Advisors Inc.60,870$6.22M1.5%-1.3%0.026%
4/29/2026 Richmond Investment Services LLC11,691$1.20M0.2%+25.6%0.005%
4/29/2026 Montag A & Associates Inc.21,362$2.18M0.1%-20.7%0.009%
4/29/2026 Global Strategic Investment Solutions LLC145,694$14.90M1.5%+0.3%0.062%
4/29/2026 Integrated Advisors Network LLC36,602$3.74M0.2%-79.6%0.015%
4/29/2026 Canvas Wealth Advisors LLC76,631$7.84M1.3%+2.9%0.032%
4/28/2026 DGS Capital Management LLC6,992$715K0.1%+1.5%0.003%
4/28/2026 Carlton Hofferkamp & Jenks Wealth Management LLC15,610$1.67M0.5%-3.8%0.007%
4/28/2026 Ascentis Independent Advisors13,895$1.42M0.1%+2.0%0.006%
4/28/2026 Stephens Inc. AR3,916$400K0.0%-3.0%0.002%
4/28/2026 B.O.S.S. Retirement Advisors LLC2,022$207K0.1%N/A0.001%
4/28/2026 Howe & Rusling Inc.358,791$36.69M2.4%+2.7%0.152%
Nobody Understands Why Trump Is Invading Iran (here’s the answer) (Ad)

Most investors are reacting to the Iran strikes without understanding the underlying motive driving the decision. Addison Wiggin, Founder of Grey Swan Investment Fraternity, says there is a hidden reason behind the bombing - and knowing it could change how you position your money right now.tc pixel

Discover the real reason behind the Iran strikes before markets react
4/28/2026 Tanglewood Legacy Advisors LLC381,429$39.00M14.1%+7.1%0.161%
4/28/2026 QRG Capital Management Inc.2,148$220K0.0%N/A0.001%
4/27/2026 HB Wealth Management LLC8,257$844K0.0%-3.3%0.003%
4/27/2026 BIP Wealth LLC4,732$484K0.0%+15.2%0.002%
4/27/2026 Baer Investment Advisory LLC4,660$477K0.1%N/A0.002%
4/27/2026 Private Advisor Group LLC219,581$22.45M0.1%-38.4%0.093%
4/27/2026 Elevation Point Wealth Partners LLC38,976$3.99M0.1%N/A0.016%
4/27/2026 Sound Income Strategies LLC10,369$1.06M0.1%-1.0%0.004%
4/27/2026 Prasad Wealth Partners LLC2,299$235K0.1%-6.1%0.001%
4/25/2026 Patten Group Inc.8,774$897K0.2%+5.8%0.004%


IUSV Institutional Ownership - Frequently Asked Questions

During the previous two years, 788 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), Jones Financial Companies Lllp ($609.85M), Envestnet Asset Management Inc. ($580.60M), and Signaturefd LLC ($468.99M).Learn more on iShares Core S&P U.S. Value ETF's institutional investors.

Of the 678 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), Kestra Investment Management LLC ($3.77M), Valpey Financial Services LLC ($2.96M), LPL Financial LLC ($2.71M), Symphony Financial Ltd. Co. ($2.36M), and Life Planning Partners Inc ($2.24M).

Institutional investors have bought a total of 171,812,103 shares in the last 24 months. This purchase volume represents approximately $17.52B in transactions.

Of the 332 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 ($1.49M), Blue Trust Inc. ($718.07K), Corient Private Wealth LLC ($694.31K), Commonwealth Equity Services LLC ($453.21K), Tanglewood Legacy Advisors LLC ($287.32K), Drake & Associates LLC ($261.38K), and Independence Financial Advisors LLC ($255.69K).

Institutional investors have sold a total of 8,791,966 shares in the last 24 months. This volume of shares sold represents approximately $869.84M in transactions.



This page (NASDAQ:IUSV) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners