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

$112.07 -0.57 (-0.51%)

Closing price 09/23/2026 04:00 PM Eastern

Extended Trading

$112.08 +0.01 (+0.00%)

As of 09/23/2026 07:30 PM Eastern

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Number of Institutional Buyers (last 12 months): 428
Total Institutional Inflows (last 12 months): $17.02B

Number of Institutional Sellers (last 12 months): 287
Total Institutional Outflows (last 12 months): $594.16M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/23/2026	QRG Capital Management Inc.	5,989	$660K	0.0%	+178.8%	0.002%
9/23/2026	Envestnet Portfolio Solutions Inc.	1,904	$210K	0.0%	N/A	0.001%
9/23/2026	Envestnet Asset Management Inc.	7,575,951	$834.48M	0.1%	+5.7%	3.104%
9/18/2026	Security National Bank of Sioux City Iowa IA	538	$59K	0.0%	N/A	0.000%
9/9/2026	Palogic Value Management L.P.	3,739	$412K	0.1%	N/A	0.002%
9/9/2026	Tortoise Investment Management LLC	100,080	$11.02M	0.8%	-1.2%	0.041%
9/9/2026	Sequoia Financial Advisors LLC	695,001	$76.55M	0.4%	-0.1%	0.287%
9/9/2026	Tidal Investments LLC	4,188	$461K	0.0%	+7.5%	0.002%
9/9/2026	MCF Advisors LLC	4,041	$445K	0.0%	+101.2%	0.002%
9/9/2026	Teamwork Financial Advisors LLC	1,913	$211K	0.0%	N/A	0.001%
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9/9/2026	Integrated Wealth Concepts LLC	105,349	$11.60M	0.1%	-1.0%	0.044%
9/9/2026	RFG Advisory LLC	12,117	$1.34M	0.0%	+30.2%	0.005%
9/9/2026	NewEdge Advisors LLC	130,015	$14.32M	0.0%	-0.2%	0.054%
9/9/2026	IFP Advisors Inc	2,576	$284K	0.0%	+16.7%	0.001%
9/9/2026	Baird Financial Group Inc.	115,577	$12.73M	0.0%	-7.9%	0.048%
9/9/2026	One Charles Private Wealth Services LLC	6,995	$770K	0.2%	-7.1%	0.003%
9/9/2026	XY Planning Network Inc.	22,487	$2.48M	0.3%	+2.3%	0.009%
9/8/2026	Allworth Financial LP	587,665	$64.73M	0.3%	-1.7%	0.243%
9/8/2026	Waverly Advisors LLC	15,165	$1.67M	0.0%	+16.1%	0.006%
9/8/2026	Bank OZK	2,687	$296K	0.1%	-3.9%	0.001%
9/2/2026	Allianz Asset Management GmbH	170,990	$18.84M	0.0%	+14.3%	0.071%
8/27/2026	Corient Private Wealth LP	997,535	$109.88M	0.2%	+21.9%	0.412%
8/27/2026	SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co	4,187	$461K	0.2%	N/A	0.002%
8/23/2026	Ameritas Advisory Services LLC	140,385	$15.46M	0.3%	+143.0%	0.058%
8/23/2026	Kintra Wealth LLC	591,891	$68.26M	3.6%	+33.6%	0.244%
8/23/2026	SFG Wealth Management LLC.	3,471	$382K	0.1%	+6.0%	0.001%
8/23/2026	HB Wealth Management LLC	11,349	$1.25M	0.0%	+37.4%	0.005%
8/22/2026	Compass Financial Management LLC	4,615	$525K	0.1%	N/A	0.002%
8/22/2026	Markowski Investments	448	$49K	0.0%	N/A	0.000%
8/22/2026	Old Mission Investment Co LLC	55,257	$6.09M	1.3%	N/A	0.023%
8/22/2026	NWF Advisory Services Inc.	19,472	$2.15M	0.2%	+4.9%	0.008%
8/22/2026	TD Waterhouse Canada Inc.	49,111	$5.43M	0.0%	+2.3%	0.020%
8/22/2026	Concurrent Investment Advisors LLC	173,977	$19.16M	0.2%	+9.7%	0.072%
8/21/2026	Greenspring Advisors LLC	3,573	$394K	0.0%	+12.6%	0.001%
8/21/2026	Continuum Advisory LLC	2,418	$266K	0.0%	+5.2%	0.001%
8/21/2026	SkyOak Wealth LLC	189,458	$20.87M	3.4%	-5.5%	0.078%
8/21/2026	Symphony Financial Ltd. Co.	76,013	$8.38M	1.0%	+2.2%	0.031%
8/20/2026	LGL Partners LLC	8,386	$924K	0.3%	N/A	0.003%
8/20/2026	First PREMIER Bank	2,752	$303K	0.0%	N/A	0.001%
8/20/2026	Cooper Haims Advisors LLC	4,031	$444K	0.2%	N/A	0.002%
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8/20/2026	Proficio Capital Partners LLC	151,604	$16.70M	0.6%	+7,397.7%	0.063%
8/20/2026	Nwam LLC	263,686	$29.05M	1.5%	+2,334.5%	0.109%
8/20/2026	Renasant Bank	23,224	$2.56M	1.6%	N/A	0.010%
8/20/2026	Denver PWM LLC	19,221	$2.22M	0.6%	-1.4%	0.008%
8/20/2026	JNBA Financial Advisors	68,061	$8.32M	0.4%	N/A	0.028%
8/20/2026	Strategic Advisors LLC	4,545	$501K	0.1%	N/A	0.002%
8/20/2026	BTG Pactual Asset Management US LLC	701,822	$77.31M	4.6%	N/A	0.290%
8/20/2026	Oarsman Capital Inc.	30,925	$3.41M	0.3%	N/A	0.013%
8/20/2026	ICONIQ Capital LLC	43,434	$4.78M	0.1%	-49.4%	0.018%
8/20/2026	Rothschild Capital Partners LLC	1,181	$130K	0.0%	N/A	0.000%
8/20/2026	RPg Family Wealth Advisory LLC	15,493	$1.71M	0.3%	N/A	0.006%
8/20/2026	Risk Paradigm Group LLC	15,477	$1.71M	1.1%	N/A	0.006%
8/20/2026	Headlands Technologies LLC	5,231	$576K	0.1%	N/A	0.002%
8/7/2026	Trust Co. of Vermont	3,334	$367K	0.0%	N/A	0.001%
7/10/2026	JFS Wealth Advisors LLC	9,391	$1.03M	0.1%	-6.7%	0.004%
7/10/2026	Canvas Wealth Advisors LLC	81,196	$8.94M	1.2%	+6.0%	0.034%
7/10/2026	KWB Wealth	2,933	$323K	0.0%	+4.1%	0.001%
7/10/2026	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	3,165	$349K	0.0%	-4.5%	0.001%
7/10/2026	Alliance Private Wealth LLC	207,767	$22.89M	8.0%	-6.0%	0.086%
7/10/2026	Wealthcare Advisory Partners LLC	3,000	$330K	0.0%	+12.0%	0.001%
7/10/2026	Warner Financial Inc.	1,890	$208K	0.1%	N/A	0.001%
7/9/2026	Sapient Capital LLC	65,069	$7.17M	0.1%	-32.6%	0.027%
7/9/2026	Corepath Wealth Partners LLC	57,271	$6.35M	3.9%	-0.4%	0.024%
7/9/2026	Breakwater Capital Group	44,873	$4.94M	0.6%	-1.9%	0.019%
7/9/2026	Valeo Financial Advisors LLC	3,833	$422K	0.0%	-19.2%	0.002%
7/9/2026	TL Private Wealth	17,105	$1.91M	0.7%	-3.2%	0.007%
7/8/2026	Thurston Springer Miller Herd & Titak Inc.	2,059	$227K	0.1%	+13.9%	0.001%
7/8/2026	Invariant Investment Management	5,032	$563K	0.3%	+16.7%	0.002%
7/8/2026	Teamwork Financial Advisors LLC	1,913	$211K	0.0%	N/A	0.001%
7/7/2026	180 Wealth Advisors LLC	50,297	$5.54M	0.6%	-5.5%	0.021%
7/7/2026	Foster Group Inc.	1,131,712	$124.66M	3.3%	+1.8%	0.471%
7/7/2026	Dynamic Advisor Solutions LLC	101,192	$11.15M	0.3%	+3.6%	0.042%
7/7/2026	Canandaigua National Bank & Trust Co.	808,560	$89.06M	7.5%	N/A	0.336%
7/7/2026	Legacy Solutions LLC	71,120	$7.83M	6.3%	+0.6%	0.030%
7/7/2026	CoreCap Advisors LLC	2,324	$256K	0.0%	+69.0%	0.001%
7/7/2026	Pacific Excel Wealth Advisors Inc.	2,832	$312K	0.1%	N/A	0.001%
7/6/2026	RDA Financial Network	3,830	$422K	0.1%	-27.7%	0.002%
7/6/2026	Trilogy Capital Inc.	2,294	$253K	0.0%	-11.5%	0.001%
7/2/2026	Collective Family Office LLC	9,193	$1.01M	0.2%	-4.2%	0.004%
6/22/2026	Sapient Capital LLC	96,529	$9.87M	0.1%	+0.3%	0.041%
6/10/2026	FAS Wealth Partners Inc.	281	$29K	0.0%	N/A	0.000%
6/3/2026	Wealthquest Corp	12,718	$1.30M	0.1%	-1.0%	0.005%
6/3/2026	Parallel Advisors LLC	4,602	$471K	0.0%	-5.3%	0.002%
6/3/2026	NewEdge Advisors LLC	130,212	$13.31M	0.0%	+5.6%	0.055%
6/1/2026	Foguth Wealth Management LLC.	1,956	$216K	0.0%	N/A	0.001%
6/1/2026	Financial Solutions Advisory Group Inc.	2,025	$207K	0.0%	N/A	0.001%
5/29/2026	Asset Dedication LLC	3,581	$366K	0.0%	+18.2%	0.002%
5/26/2026	Glenmede Trust Co. NA	24,626	$2.52M	0.0%	-1.4%	0.010%
5/22/2026	Verus Capital Partners LLC	11,166	$1.14M	0.1%	-25.7%	0.005%
5/20/2026	TrueWealth Financial Partners	5,659	$579K	0.2%	N/A	0.002%
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5/19/2026	Western Wealth Management LLC	21,026	$2.15M	0.1%	+1.9%	0.009%
5/19/2026	McIlrath & Eck LLC	4,419	$452K	0.0%	+64.7%	0.002%
5/19/2026	Eley Financial Management Inc	51,500	$5.27M	1.8%	+1.6%	0.022%
5/19/2026	Bank of America Corp DE	83,374,722	$8.53B	0.6%	0.0%	35.224%
5/19/2026	Centaurus Financial Inc.	71,183	$7.28M	0.3%	-57.2%	0.030%
5/19/2026	Arkadios Wealth Advisors	57,409	$5.87M	0.1%	+13.5%	0.024%
5/19/2026	IFS Group LLC	14,011	$1.43M	1.3%	N/A	0.006%
5/18/2026	Sunbelt Securities Inc.	34,543	$3.53M	0.2%	-7.7%	0.015%
5/18/2026	EverSource Wealth Advisors LLC	1,809	$185K	0.0%	-15.9%	0.001%
5/18/2026	Royal Bank of Canada	1,508,476	$154.24M	0.0%	+2.0%	0.637%

IUSV Institutional Ownership - Frequently Asked Questions

During the previous two years, 802 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 686 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 166,066,540 shares in the last 24 months. This purchase volume represents approximately $17.02B in transactions.

Of the 287 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 5,857,036 shares in the last 24 months. This volume of shares sold represents approximately $594.16M 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 9/23/2026. New 13F filings are added each quarter as they're published.

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

IUSV Institutional Buying and Selling by Quarter

iShares Core S&P U.S. Value ETF Major Shareholders & Ownership History

IUSV Institutional Ownership - Frequently Asked Questions

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

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

IUSV Institutional Buying and Selling by Quarter

iShares Core S&P U.S. Value ETF Major Shareholders & Ownership History

IUSV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IUSV shares?

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

How much institutional buying is happening at iShares Core S&P U.S. Value ETF?

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

How much institutional selling is happening at iShares Core S&P U.S. Value ETF?

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