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

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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)
357
Total
Institutional Inflows
(last 12 months)
$16.71B
Number of
Institutional Sellers
(last 12 months)
261
Total
Institutional Outflows
(last 12 months)
$841.48M
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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
4/25/2024Capital Investment Advisory Services LLC888$80K0.0%+1,309.5%0.000%
4/25/2024 Valeo Financial Advisors LLC5,425$475K0.0%-3.3%0.003%
4/25/2024 MFA Wealth Advisors LLC138,266$12.51M3.3%-0.4%0.072%
4/24/2024 Private Trust Co. NA24,872$2.25M0.2%-1.2%0.013%
4/24/2024 1900 Wealth Management LLC42,999$3.89M0.4%-4.1%0.022%
4/24/2024 Townsend & Associates Inc467,855$40.95M4.7%+1.2%0.244%
4/24/2024 Premier Path Wealth Partners LLC6,466$585K0.1%-21.1%0.003%
4/24/2024 Boyd Wealth Management LLC8,063$729K0.4%-4.0%0.004%
4/24/2024 Round Rock Advisors LLC10,121$915K0.2%-5.6%0.005%
4/24/2024 GDS Wealth Management469,883$42.50M5.0%-5.9%0.245%
4/24/2024 Spire Wealth Management60,474$5.47M0.2%-0.9%0.032%
4/23/2024 Godsey & Gibb Inc.618$56K0.0%-69.4%0.000%
4/23/2024 Charter Oak Capital Management LLC74,718$6.76M0.7%+7.2%0.039%
4/23/2024 Global Retirement Partners LLC61,793$5.59M0.2%+0.2%0.032%
4/23/2024 Twin Peaks Wealth Advisors LLC3,490$316K0.2%-5.9%0.002%
4/23/2024 Canvas Wealth Advisors LLC64,016$5.47M1.8%-14.2%0.033%
4/23/2024 Venturi Wealth Management LLC632,708$57.22M3.7%-0.9%0.330%
4/23/2024 Rational Advisors LLC4,761$431K0.0%N/A0.002%
4/23/2024 Silver Lake Advisory LLC20,723$1.87M0.8%+15.7%0.011%
4/23/2024 McAdam LLC2,366$214K0.0%N/A0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.747,397$67.60M0.1%+7.8%0.390%
4/22/2024 Rovin Capital UT ADV71,397$6.46M2.6%+40.9%0.037%
4/22/2024 Parsons Capital Management Inc. RI3,761$340K0.0%+5.0%0.002%
4/22/2024 Raymond James & Associates458,673$41.48M0.0%+11.0%0.239%
4/22/2024 Strategies Wealth Advisors LLC174,604$15.79M2.4%-3.8%0.091%
4/22/2024 Benchmark Financial Wealth Advisors LLC2,751$249K0.1%-33.9%0.001%
4/19/2024 Veracity Capital LLC351,114$31.76M12.3%+2.9%0.184%
4/19/2024 Accel Wealth Management2,228$202K0.1%N/A0.001%
4/19/2024 Monument Capital Management36,916$3.34M1.0%-65.2%0.019%
4/18/2024 Silverlake Wealth Management LLC2,345$212K0.1%N/A0.001%
4/18/2024 SeaCrest Wealth Management LLC4,413$399K0.0%+70.8%0.002%
4/18/2024 Verum Partners LLC2,955$267K0.1%-31.2%0.002%
4/18/2024 Woodmont Investment Counsel LLC1,628$147K0.0%N/A0.001%
4/18/2024 Leonard Rickey Investment Advisors P.L.L.C.38,590$3.49M0.9%-4.7%0.020%
4/18/2024 Allspring Global Investments Holdings LLC504,410$45.62M0.1%-1.1%0.264%
4/18/2024 Steele Capital Management Inc.217,691$19.69M1.1%-2.1%0.114%
4/18/2024 Claro Advisors LLC5,235$473K0.1%-80.2%0.003%
4/18/2024 Hubbell Strickland Wealth Management LLC2,373$214K0.1%N/A0.001%
4/18/2024 Breakwater Capital Group50,343$4.55M1.1%-0.8%0.026%
4/18/2024 WJ Wealth Management LLC55,875$5.05M2.0%-3.5%0.029%
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4/17/2024 Symphony Financial Ltd. Co.79,127$7.16M1.7%-27.3%0.041%
4/16/2024 Occidental Asset Management LLC19,765$1.79M0.3%+27.4%0.010%
4/16/2024 Bridge Advisory LLC57,266$5.18M2.6%+83.5%0.030%
4/16/2024 180 Wealth Advisors LLC60,921$5.51M1.0%-2.0%0.032%
4/16/2024 Wealth Enhancement Advisory Services LLC491,376$44.44M0.1%-57.1%0.257%
4/15/2024 Wealthcare Advisory Partners LLC3,149$285K0.0%+13.5%0.002%
4/15/2024 DGS Capital Management LLC3,848$348K0.1%+4.1%0.002%
4/15/2024 Defined Wealth Management LLC62,842$5.68M4.1%-0.3%0.033%
4/15/2024 Aspiriant LLC2,755,107$249.17M10.3%+13.5%1.442%
4/15/2024 Sovereign Financial Group Inc.15,784$1.43M0.4%+1.4%0.008%
4/15/2024 Sunbelt Securities Inc.33,964$3.07M0.3%+17.0%0.018%
4/15/2024 Atlas Capital Advisors LLC29,160$2.64M0.4%+1.4%0.015%
4/15/2024 Flagstar Advisors Inc.5,798$524K0.1%-12.2%0.003%
4/15/2024 Sound Income Strategies LLC305$28K0.0%-75.8%0.000%
4/13/2024 Columbus Macro LLC45,520$4.12M1.6%+1.1%0.024%
4/12/2024 Dynamic Advisor Solutions LLC91,941$8.32M0.3%-0.7%0.049%
4/12/2024 Wealth Management Partners LLC42,767$3.87M2.0%-2.1%0.023%
4/12/2024 CGN Advisors LLC2,400$217K0.0%N/A0.001%
4/12/2024 Ironwood Wealth Management Inc.204,374$17.93M9.4%-0.7%0.108%
4/12/2024 Global Assets Advisory LLC30,483$2.76M0.0%N/A0.016%
4/11/2024 RDA Financial Network35,251$3.19M1.1%-2.2%0.019%
4/11/2024 Signature Resources Capital Management LLC3,039$256K0.2%-7.5%0.002%
4/11/2024 Catalyst Private Wealth LLC24,028$2.17M1.1%-22.5%0.013%
4/11/2024 &PARTNERS5,099$461K0.1%N/A0.003%
4/11/2024 17 Capital Partners LLC19,718$1.78M1.3%N/A0.010%
4/11/2024 Grey Fox Wealth Advisors LLC2,642$239K0.1%-8.4%0.001%
4/11/2024 RFG Advisory LLC4,801$434K0.0%N/A0.003%
4/11/2024 BTC Capital Management Inc.5,140$465K0.0%N/A0.003%
4/10/2024 Legacy Financial Group LLC75,938$6.87M1.4%N/A0.040%
4/10/2024 Legacy Financial Strategies LLC20,746$1.88M0.5%+1.4%0.011%
4/10/2024 Bank of New Hampshire1,308$118K0.0%+46.1%0.001%
4/10/2024 TL Private Wealth25,054$2.24M1.1%-3.6%0.013%
4/9/2024 Mather Group LLC.598$50K0.0%N/A0.000%
4/8/2024 Tompkins Financial Corp4,883$442K0.0%-2.6%0.003%
4/5/2024 First Hawaiian Bank138,163$12.50M0.4%-19.8%0.075%
4/5/2024 Hilltop Wealth Advisors LLC34,160$3.09M1.6%+1.7%0.019%
4/5/2024 CWM LLC806,102$72.90M0.9%-4.8%0.440%
4/1/2024 General Partner Inc.25,634$2.32M1.5%N/A0.014%
3/22/2024PNC Financial Services Group Inc.553,252$46.66M0.0%+1.9%0.302%
3/15/2024B. Riley Wealth Advisors Inc.8,949$755K0.0%-3.7%0.005%
3/12/2024 Rovin Capital UT ADV50,658$4.27M1.9%N/A0.028%
3/8/2024ICA Group Wealth Management LLC65,867$5.56M1.2%-0.3%0.036%
3/6/2024SageView Advisory Group LLC3,600$307K0.0%N/A0.002%
3/4/2024Vima LLC1,292$109K0.2%N/A0.001%
3/1/2024Goldman Sachs Group Inc.999,315$84.27M0.0%+25.0%0.546%
3/1/2024Pineridge Advisors LLC1,216$103K0.0%N/A0.001%
2/29/2024Scarborough Advisors LLC1,097$93K0.0%N/A0.001%
2/29/2024Tortoise Investment Management LLC136,017$11.47M1.6%-4.6%0.074%
2/28/2024EP Wealth Advisors LLC38,512$3.25M0.0%-0.4%0.021%
2/26/2024Syon Capital LLC20,671$1.74M0.2%-5.7%0.011%
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2/26/2024Centaurus Financial Inc.150,373$12.68M1.0%-0.6%0.082%
2/26/2024Integrated Advisors Network LLC203,395$17.15M1.0%-6.3%0.111%
2/23/2024Cim LLC5,318$461K0.1%N/A0.003%
2/21/2024Garde Capital Inc.231,168$19.49M1.5%+6.4%0.126%
2/20/2024Able Wealth Management LLC55,725$4.70M4.3%N/A0.030%
2/17/2024Madison Wealth Partners Inc214,609$18.10M7.2%+5.5%0.117%
2/16/2024Hobbs Group Advisors LLC5,931$500K0.2%N/A0.003%
2/16/2024Wealthquest Corp13,929$1.18M0.1%-6.7%0.008%
2/16/2024PCA Investment Advisory Services Inc.129,910$10.96M7.2%+2.6%0.071%
2/15/2024Financial Planning & Information Services Inc.44,976$3.79M0.6%-2.9%0.025%
(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, 617 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. ($407.74M), Ronald Blue Trust Inc. ($404.23M), and Signaturefd LLC ($355.71M).Learn more on IUSV's institutional investors.

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

Of the 543 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 ($912.75K), 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 233,768,688 shares in the last 24 months. This purchase volume represents approximately $19.90B in transactions.

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

Of the 359 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: Bank of America Corp DE ($1.69M), BlackRock Inc. ($893.72K), Venturi Wealth Management LLC ($853.81K), Ronald Blue Trust Inc. ($845.13K), Wealth Enhancement Advisory Services LLC ($696.37K), Integrated Advisors Network LLC ($427.72K), 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 15,019,159 shares in the last 24 months. This volume of shares sold represents approximately $1.79B in transactions.


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This page (NASDAQ:IUSV) was last updated on 4/25/2024 by MarketBeat.com Staff

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