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

iShares Core S&P U.S. Value ETF logo
$115.47 +0.15 (+0.13%)
As of 10:09 AM 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)
415
Total
Institutional Inflows
(last 12 months)
$17.03B
Number of
Institutional Sellers
(last 12 months)
288
Total
Institutional Outflows
(last 12 months)
$627.49M
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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
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%
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%
5/20/2026TrueWealth Financial Partners5,659$579K0.2%N/A0.002%
5/19/2026Western 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%
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5/19/2026Bank of America Corp DE83,374,722$8.53B0.6%0.0%35.224%
5/19/2026Centaurus 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%
5/18/2026Royal 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%
5/18/2026Empowered Funds LLC12,513$1.28M0.0%-7.3%0.005%
5/16/2026Quantinno Capital Management LP13,743$1.41M0.0%+15.7%0.006%
5/16/2026Family Manage LLC30,957$3.17M0.4%+1.6%0.013%
5/15/2026 Gateway Wealth Partners LLC6,921$708K0.0%N/A0.003%
5/15/2026Waverly Advisors LLC13,065$1.34M0.0%-3.8%0.006%
5/15/2026Asset 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%
5/14/2026Renaissance Technologies LLC28,600$2.92M0.0%-40.0%0.012%
5/14/2026Hilltop 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%
5/14/2026Modern Wealth Management LLC39,526$4.05M0.1%-6.1%0.017%
5/14/2026Liberty 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%
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%
5/6/2026Allspring 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%
5/5/2026Sanctuary 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%
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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%
5/4/2026Abound Financial LLC650$66K0.0%-19.4%0.000%
5/2/2026 Global Assets Advisory LLC25,452$2.60M0.6%+554.6%0.011%
5/2/2026Anchor 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%


IUSV Institutional Ownership - Frequently Asked Questions

During the previous two years, 784 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 667 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), Symphony Financial Ltd. Co. ($2.36M), Life Planning Partners Inc ($2.24M), and LPL Financial LLC ($2.07M).

Institutional investors have bought a total of 166,521,266 shares in the last 24 months. This purchase volume represents approximately $17.03B in transactions.

Of the 284 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), Corient Private Wealth LLC ($694.31K), Venturi Wealth Management LLC ($686.45K), 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 6,221,969 shares in the last 24 months. This volume of shares sold represents approximately $627.49M 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 8/7/2026. New 13F filings are added each quarter as they're published.
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