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

iShares Core S&P U.S. Value ETF logo
$111.58 0.00 (0.00%)
As of 07/2/2026 04:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
482
Total
Institutional Inflows
(last 12 months)
$17.46B
Number of
Institutional Sellers
(last 12 months)
330
Total
Institutional Outflows
(last 12 months)
$868.70M
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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
7/2/2026 Collective Family Office LLC9,193$1.01M0.2%-4.2%0.004%
6/22/2026Sapient Capital LLC96,529$9.87M0.1%+0.3%0.041%
6/10/2026FAS Wealth Partners Inc.281$29K0.0%N/A0.000%
6/3/2026Wealthquest Corp12,718$1.30M0.1%-1.0%0.005%
6/3/2026Parallel Advisors LLC4,602$471K0.0%-5.3%0.002%
6/3/2026NewEdge Advisors LLC130,212$13.31M0.0%+5.6%0.055%
6/1/2026Foguth Wealth Management LLC.1,956$216K0.0%N/A0.001%
6/1/2026Financial Solutions Advisory Group Inc.2,025$207K0.0%N/A0.001%
5/29/2026Asset Dedication LLC3,581$366K0.0%+18.2%0.002%
5/26/2026Glenmede Trust Co. NA24,626$2.52M0.0%-1.4%0.010%
5/22/2026Verus 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%
5/19/2026Eley Financial Management Inc51,500$5.27M1.8%+1.6%0.022%
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%
5/19/2026Arkadios Wealth Advisors57,409$5.87M0.1%+13.5%0.024%
5/19/2026IFS Group LLC14,011$1.43M1.3%N/A0.006%
5/18/2026Sunbelt Securities Inc.34,543$3.53M0.2%-7.7%0.015%
5/18/2026EverSource 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%
5/18/2026Eley 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%
5/15/2026Gateway 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%
5/15/2026Wealth 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%
5/14/2026GC 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%
5/13/2026Cetera Investment Advisers710,815$72.68M0.1%-4.4%0.300%
5/13/2026NewEdge Wealth LLC21,375$2.19M0.0%+4.9%0.009%
5/13/2026First Trust Advisors LP2,418$247K0.0%+7.0%0.001%
5/8/2026PNC Financial Services Group Inc.1,437,925$147.03M0.1%+18.0%0.607%
5/8/2026One Charles Private Wealth Services LLC7,533$770K0.2%-21.5%0.003%
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5/8/2026Cassaday & Co Wealth Management LLC2,846$291K0.0%N/A0.001%
5/8/2026Alpha Zero LLC83,264$8.51M4.3%+2.0%0.035%
5/7/2026Carl P. Sherr & Co. LLC136,427$13.95M6.6%-0.4%0.058%
5/7/2026Scarborough Advisors LLC1,995$204K0.0%N/A0.001%
5/7/2026Parallel Advisors LLC4,602$471K0.0%-5.3%0.002%
5/7/2026Next Capital Management LLC19,560$2M0.6%-4.0%0.008%
5/7/2026Regimen Wealth LLC6,129$627K0.2%-8.9%0.003%
5/7/2026Windward Private Wealth Management Inc.38,460$3.93M1.4%-1.0%0.016%
5/7/2026Crescent Grove Advisors LLC162,440$16.61M1.6%-0.5%0.069%
5/6/2026Modera Wealth Management LLC1,187,481$121.42M1.5%-0.5%0.502%
5/6/2026Assetmark Inc.2,843$291K0.0%-6.2%0.001%
5/6/2026Angeles Wealth Management LLC1,165$119K0.0%-45.8%0.000%
5/6/2026Bessemer 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%
5/6/2026One Day In July LLC13,495$1.38M0.1%+10.1%0.006%
5/6/2026Independent Financial Group LLC7,983$816K0.0%N/A0.003%
5/5/2026Bank of New York Mellon Corp5,568$569K0.0%+65.2%0.002%
5/5/2026Collaborative Wealth Managment Inc.1,993$204K0.1%-8.1%0.001%
5/5/2026Geneos 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%
5/5/2026Sigma Planning Corp100,840$10.31M0.3%-7.3%0.043%
5/5/2026First National Bank of Hutchinson3,026$309K0.2%-17.8%0.001%
5/5/2026Nwam LLC10,831$1.11M0.1%-7.4%0.005%
5/4/2026Calamos Advisors LLC2,013$206K0.0%N/A0.001%
5/4/2026Lutz Financial Services LLC111,571$11.41M0.8%-0.7%0.047%
5/4/2026Bleakley Financial Group LLC11,558$1.18M0.0%+10.1%0.005%
5/4/2026Archer Investment Corp1,463$150K0.0%+1,089.4%0.001%
5/4/2026NWF Advisory Services Inc.18,560$1.90M0.2%+9.4%0.008%
5/4/2026Nadler Financial Group Inc.453,426$46.36M4.5%-1.1%0.192%
5/4/2026Chicago Partners Investment Group LLC1,899$203K0.0%N/A0.001%
5/4/2026Abound Financial LLC650$66K0.0%-19.4%0.000%
5/2/2026Global Assets Advisory LLC25,452$2.60M0.6%+554.6%0.011%
5/2/2026Anchor Investment Management LLC938$96K0.0%-18.2%0.000%
5/2/2026Diversify Wealth Management LLC22,613$2.42M0.0%+193.9%0.010%
5/2/2026Valmark Advisers Inc.67,597$6.91M0.1%-4.1%0.029%
5/1/2026180 Wealth Advisors LLC53,232$5.44M0.6%-1.8%0.023%
5/1/2026Fifth Third Bancorp53,792$5.50M0.0%+1,365.7%0.023%
5/1/2026Sovran Advisors LLC3,413$370K0.0%+19.7%0.001%
5/1/2026American Trust3,441$352K0.0%-17.4%0.001%
5/1/2026Sachetta LLC7,157$732K0.4%+5.8%0.003%
5/1/2026Darwin Wealth Management LLC470$48K0.0%N/A0.000%
5/1/2026Simplicity Wealth LLC5,722$585K0.0%+9.2%0.002%
5/1/2026Petix & Botte Co144,214$14.75M3.3%-5.4%0.061%
5/1/2026Sequoia Financial Advisors LLC695,650$71.13M0.4%+0.1%0.294%
5/1/2026Beirne Wealth Consulting Services LLC8,251$844K0.2%+3.7%0.003%
4/30/2026Robinson Smith Wealth Advisors LLC28,340$2.90M2.0%-64.9%0.012%
4/30/2026SkyOak Wealth LLC200,476$20.50M3.8%-0.3%0.085%
4/30/2026Kestra Advisory Services LLC206,404$21.11M0.1%+22.3%0.087%
4/30/2026Beam Wealth Advisors Inc.60,870$6.22M1.5%-1.3%0.026%
4/29/2026Richmond Investment Services LLC11,691$1.20M0.2%+25.6%0.005%
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4/29/2026Montag A & Associates Inc.21,362$2.18M0.1%-20.7%0.009%
4/29/2026Global Strategic Investment Solutions LLC145,694$14.90M1.5%+0.3%0.062%
4/29/2026Integrated Advisors Network LLC36,602$3.74M0.2%-79.6%0.015%
4/29/2026Canvas Wealth Advisors LLC76,631$7.84M1.3%+2.9%0.032%
4/28/2026DGS Capital Management LLC6,992$715K0.1%+1.5%0.003%
4/28/2026Carlton Hofferkamp & Jenks Wealth Management LLC15,610$1.67M0.5%-3.8%0.007%
4/28/2026Ascentis Independent Advisors13,895$1.42M0.1%+2.0%0.006%
4/28/2026Stephens Inc. AR3,916$400K0.0%-3.0%0.002%
4/28/2026B.O.S.S. Retirement Advisors LLC2,022$207K0.1%N/A0.001%
4/28/2026Howe & Rusling Inc.358,791$36.69M2.4%+2.7%0.152%


IUSV Institutional Ownership - Frequently Asked Questions

During the previous two years, 793 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), 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 171,210,615 shares in the last 24 months. This purchase volume represents approximately $17.46B in transactions.

Of the 330 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 8,779,539 shares in the last 24 months. This volume of shares sold represents approximately $868.70M in transactions.


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This page (NASDAQ:IUSV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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