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

iShares Core S&P U.S. Value ETF logo
$115.42 +0.84 (+0.74%)
As of 01:21 PM Eastern
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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)
423
Total
Institutional Inflows
(last 12 months)
$16.98B
Number of
Institutional Sellers
(last 12 months)
283
Total
Institutional Outflows
(last 12 months)
$596.83M
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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
9/2/2026 Allianz Asset Management GmbH170,990$18.84M0.0%+14.3%0.071%
8/27/2026 Corient Private Wealth LP997,535$109.88M0.2%+21.9%0.412%
8/27/2026 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co4,187$461K0.2%N/A0.002%
8/23/2026 Ameritas Advisory Services LLC140,385$15.46M0.3%+143.0%0.058%
8/23/2026 Kintra Wealth LLC591,891$68.26M3.6%+33.6%0.244%
8/23/2026 SFG Wealth Management LLC.3,471$382K0.1%+6.0%0.001%
8/23/2026 HB Wealth Management LLC11,349$1.25M0.0%+37.4%0.005%
8/22/2026 Compass Financial Management LLC4,615$525K0.1%N/A0.002%
8/22/2026 Markowski Investments448$49K0.0%N/A0.000%
8/22/2026 Old Mission Investment Co LLC55,257$6.09M1.3%N/A0.023%
8/22/2026 NWF Advisory Services Inc.19,472$2.15M0.2%+4.9%0.008%
8/22/2026 TD Waterhouse Canada Inc.49,111$5.43M0.0%+2.3%0.020%
8/22/2026 Concurrent Investment Advisors LLC173,977$19.16M0.2%+9.7%0.072%
8/21/2026 Greenspring Advisors LLC3,573$394K0.0%+12.6%0.001%
8/21/2026 Continuum Advisory LLC2,418$266K0.0%+5.2%0.001%
8/21/2026 SkyOak Wealth LLC189,458$20.87M3.4%-5.5%0.078%
8/21/2026 Symphony Financial Ltd. Co.76,013$8.38M1.0%+2.2%0.031%
8/20/2026 LGL Partners LLC8,386$924K0.3%N/A0.003%
8/20/2026 First PREMIER Bank2,752$303K0.0%N/A0.001%
8/20/2026 Cooper Haims Advisors LLC4,031$444K0.2%N/A0.002%
8/20/2026 Proficio Capital Partners LLC151,604$16.70M0.6%+7,397.7%0.063%
8/20/2026 Nwam LLC263,686$29.05M1.5%+2,334.5%0.109%
8/20/2026 Renasant Bank23,224$2.56M1.6%N/A0.010%
8/20/2026 Denver PWM LLC19,221$2.22M0.6%-1.4%0.008%
8/20/2026 JNBA Financial Advisors68,061$8.32M0.4%N/A0.028%
8/20/2026 Strategic Advisors LLC4,545$501K0.1%N/A0.002%
8/20/2026 BTG Pactual Asset Management US LLC701,822$77.31M4.6%N/A0.290%
8/20/2026 Oarsman Capital Inc.30,925$3.41M0.3%N/A0.013%
8/20/2026 ICONIQ Capital LLC43,434$4.78M0.1%-49.4%0.018%
8/20/2026 Rothschild Capital Partners LLC1,181$130K0.0%N/A0.000%
8/20/2026 RPg Family Wealth Advisory LLC15,493$1.71M0.3%N/A0.006%
8/20/2026 Risk Paradigm Group LLC15,477$1.71M1.1%N/A0.006%
8/20/2026 Headlands Technologies LLC5,231$576K0.1%N/A0.002%
8/7/2026 Trust Co. of Vermont3,334$367K0.0%N/A0.001%
7/10/2026 JFS Wealth Advisors LLC9,391$1.03M0.1%-6.7%0.004%
7/10/2026 Canvas Wealth Advisors LLC81,196$8.94M1.2%+6.0%0.034%
7/10/2026 KWB Wealth2,933$323K0.0%+4.1%0.001%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors3,165$349K0.0%-4.5%0.001%
7/10/2026 Alliance Private Wealth LLC207,767$22.89M8.0%-6.0%0.086%
7/10/2026 Wealthcare Advisory Partners LLC3,000$330K0.0%+12.0%0.001%
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7/10/2026 Warner Financial Inc.1,890$208K0.1%N/A0.001%
7/9/2026 Sapient Capital LLC65,069$7.17M0.1%-32.6%0.027%
7/9/2026 Corepath Wealth Partners LLC57,271$6.35M3.9%-0.4%0.024%
7/9/2026 Breakwater Capital Group44,873$4.94M0.6%-1.9%0.019%
7/9/2026 Valeo Financial Advisors LLC3,833$422K0.0%-19.2%0.002%
7/9/2026 TL Private Wealth17,105$1.91M0.7%-3.2%0.007%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.2,059$227K0.1%+13.9%0.001%
7/8/2026 Invariant Investment Management5,032$563K0.3%+16.7%0.002%
7/8/2026 Teamwork Financial Advisors LLC1,913$211K0.0%N/A0.001%
7/7/2026 180 Wealth Advisors LLC50,297$5.54M0.6%-5.5%0.021%
7/7/2026 Foster Group Inc.1,131,712$124.66M3.3%+1.8%0.471%
7/7/2026 Dynamic Advisor Solutions LLC101,192$11.15M0.3%+3.6%0.042%
7/7/2026 Canandaigua National Bank & Trust Co.808,560$89.06M7.5%N/A0.336%
7/7/2026 Legacy Solutions LLC71,120$7.83M6.3%+0.6%0.030%
7/7/2026 CoreCap Advisors LLC2,324$256K0.0%+69.0%0.001%
7/7/2026 Pacific Excel Wealth Advisors Inc.2,832$312K0.1%N/A0.001%
7/6/2026 RDA Financial Network3,830$422K0.1%-27.7%0.002%
7/6/2026 Trilogy Capital Inc.2,294$253K0.0%-11.5%0.001%
7/2/2026 Collective Family Office LLC9,193$1.01M0.2%-4.2%0.004%
6/22/2026 Sapient Capital LLC96,529$9.87M0.1%+0.3%0.041%
6/10/2026 FAS Wealth Partners Inc.281$29K0.0%N/A0.000%
6/3/2026 Wealthquest Corp12,718$1.30M0.1%-1.0%0.005%
6/3/2026 Parallel Advisors LLC4,602$471K0.0%-5.3%0.002%
6/3/2026 NewEdge Advisors LLC130,212$13.31M0.0%+5.6%0.055%
6/1/2026 Foguth Wealth Management LLC.1,956$216K0.0%N/A0.001%
6/1/2026 Financial Solutions Advisory Group Inc.2,025$207K0.0%N/A0.001%
5/29/2026 Asset Dedication LLC3,581$366K0.0%+18.2%0.002%
5/26/2026 Glenmede Trust Co. NA24,626$2.52M0.0%-1.4%0.010%
5/22/2026 Verus 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%
5/19/2026McIlrath & 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%
5/18/2026Sunbelt 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%
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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%


IUSV Institutional Ownership - Frequently Asked Questions

During the previous two years, 799 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 682 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 165,637,986 shares in the last 24 months. This purchase volume represents approximately $16.98B in transactions.

Of the 283 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), Corient Private Wealth LLC ($347.43K), Tanglewood Legacy Advisors LLC ($287.32K), Drake & Associates LLC ($261.38K), Northwestern Mutual Wealth Management Co. ($239.85K), and Commonwealth Equity Services LLC ($228.32K).

Institutional investors have sold a total of 5,889,077 shares in the last 24 months. This volume of shares sold represents approximately $596.83M in transactions.


Related Companies

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 9/2/2026. New 13F filings are added each quarter as they're published.
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