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NASDAQ:IUSV

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

$73.62
+0.49 (+0.67%)
(As of 03:39 PM ET)
Compare
Today's Range
$72.81
$73.67
50-Day Range
$73.13
$81.04
52-Week Range
$62.05
$81.44
Volume
527,405 shs
Average Volume
579,719 shs
Market Capitalization
$13.10 billion
Assets Under Management
$13.07 billion
Dividend Yield
2.04%
Net Expense Ratio
0.04%

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

Number of
Institutional Buyers
(last 12 months)
396
Total
Institutional Inflows
(last 12 months)
$19.55 B
Number of
Institutional Sellers
(last 12 months)
266
Total
Institutional Outflows
(last 12 months)
$1.12 B
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Skip Chart & View Institutional Buying and Selling Data

IUSV Institutional Buying and Selling by Quarter


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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/26/2023M Holdings Securities Inc.7,123$0.56M0.1%-54.8%0.004%
9/7/2023ST Germain D J Co. Inc.7,590$0.59M0.0%N/A0.004%
8/30/2023Western Wealth Management LLC21,662$1.70M0.1%-3.1%0.012%
8/29/2023Garde Capital Inc.216,754$16.96M1.4%+2.3%0.121%
8/23/2023Headinvest LLC2,605$0.21M0.0%N/A0.001%
8/16/2023Sunbelt Securities Inc.15,666$1.23M0.2%+56.2%0.009%
8/16/2023Verity Asset Management Inc.4,975$0.39M0.3%-19.2%0.003%
8/15/2023Alliancebernstein L.P.83,414$6.53M0.0%+1.5%0.047%
8/15/2023Equitable Holdings Inc.141,450$11.07M0.2%-28.7%0.079%
8/15/2023Wells Fargo & Company MN1,051,377$82.28M0.0%-4.2%0.587%
8/15/2023Atlas Capital Advisors LLC32,258$2.53M0.4%+7.6%0.018%
8/15/2023Integrated Wealth Concepts LLC139,906$10.95M0.2%+0.4%0.078%
8/15/2023Benjamin F. Edwards & Company Inc.667,166$52.21M2.0%+24.2%0.373%
8/15/2023Colony Group LLC375,704$29.40M0.4%-3.5%0.210%
8/15/2023IHT Wealth Management LLC73,489$5.75M0.3%-7.1%0.041%
8/15/2023Centaurus Financial Inc.143,926$11.26M1.0%+1.6%0.080%
8/15/2023Y Intercept Hong Kong Ltd3,074$0.24M0.0%N/A0.002%
8/15/2023Goldman Sachs Group Inc.769,814$60.25M0.0%-12.5%0.430%
8/15/2023Zuckerman Investment Group LLC31,485$2.46M0.4%+3.1%0.018%
8/15/2023Captrust Financial Advisors64,960$5.08M0.0%-1.1%0.036%
8/15/2023Royal Bank of Canada750,815$58.76M0.0%+3.9%0.419%
8/15/2023Rockefeller Capital Management L.P.124,146$9.72M0.0%-4.2%0.069%
8/15/2023Stifel Financial Corp109,629$8.58M0.0%+0.6%0.061%
8/15/2023Greenline Partners LLC35,658$2.79M0.5%-6.1%0.020%
8/15/2023Hantz Financial Services Inc.347,702$27.21M8.7%+3.4%0.194%
8/15/2023Hilltop Holdings Inc.36,742$2.88M0.3%-31.8%0.021%
8/15/2023Bay Colony Advisory Group Inc d b a Bay Colony Advisors3,987$0.31M0.1%-9.8%0.002%
8/15/2023Beacon Pointe Advisors LLC299,930$23.47M0.4%+3,607.4%0.167%
8/14/2023New Republic Capital LLC1,445$0.11M0.1%N/A0.001%
8/14/2023Mercer Global Advisors Inc. ADV111,593$8.73M0.0%+139.2%0.062%
8/14/2023Orion Portfolio Solutions LLC4,017$1.50M0.0%-69.5%0.002%
8/14/2023Gallagher Fiduciary Advisors LLC409,123$32.02M2.4%-0.7%0.228%
8/14/2023Stephens Inc. AR2,621$0.21M0.0%N/A0.001%
8/14/2023United Capital Financial Advisers LLC210,322$16.46M0.1%-12.6%0.117%
8/14/2023IFP Advisors Inc5,684$0.45M0.0%-71.9%0.003%
8/14/2023Tower Research Capital LLC TRC 8,406$0.66M0.0%-65.0%0.005%
8/14/2023Two Sigma Securities LLC5,625$0.44M0.0%N/A0.003%
8/14/2023Certified Advisory Corp90,732$7.10M1.3%-16.1%0.051%
8/14/2023Petix & Botte Co304,565$23.84M7.4%+107.4%0.170%
8/14/2023MML Investors Services LLC187,445$14.67M0.1%-11.8%0.105%
8/14/2023Swmg LLC5,211$0.41M0.2%-25.7%0.003%
8/14/2023Asset Management Group Inc.49,756$3.89M0.8%-5.6%0.028%
8/14/2023Thrivent Financial for Lutherans14,372$1.11M0.0%-15.7%0.008%
8/14/2023Howe & Rusling Inc.190,208$14.89M1.7%+2.0%0.106%
8/14/2023Cerity Partners LLC19,222$1.50M0.0%+24.9%0.011%
8/11/2023Kayne Anderson Rudnick Investment Management LLC135,018$10.57M0.0%+24.4%0.075%
8/11/2023Robertson Stephens Wealth Management LLC44,870$3.51M0.2%-29.6%0.025%
8/11/2023Regal Investment Advisors LLC27,065$2.12M0.2%+11.4%0.015%
8/11/2023Renaissance Technologies LLC27,200$2.13M0.0%N/A0.015%
8/11/2023Baird Financial Group Inc.184,341$14.43M0.0%-3.2%0.103%
8/11/2023BlackRock Inc.3,212,597$251.42M0.0%-5.1%1.794%
8/11/2023Summit Financial LLC25,878$2.03M0.1%+8.2%0.014%
8/11/2023Buckingham Strategic Wealth LLC41,371$3.24M0.0%+2.9%0.023%
8/11/2023Kestra Advisory Services LLC125,315$9.81M0.1%-23.5%0.070%
8/11/2023Financial Engines Advisors L.L.C.23,944$1.87M0.0%-1.5%0.013%
8/11/2023Trexquant Investment LP6,490$0.51M0.0%+82.2%0.004%
8/11/2023Lansing Street Advisors28,880$2.26M1.3%+0.8%0.016%
8/11/2023TRUE Private Wealth Advisors5,311$0.42M0.1%-2.7%0.003%
8/11/2023Per Stirling Capital Management LLC.119,655$9.36M1.9%+548.4%0.067%
8/11/2023D.A. Davidson & CO.4,801$0.38M0.0%+20.8%0.003%
8/11/2023JPMorgan Chase & Co.464,633$36.36M0.0%+40.9%0.259%
8/11/2023PNC Financial Services Group Inc.524,734$41.07M0.0%-1.6%0.293%
8/11/2023Northern Trust Corp7,138$0.56M0.0%-4.3%0.004%
8/10/2023Osaic Holdings Inc.477,909$37.40M0.1%-2.6%0.267%
8/10/2023WFA of San Diego LLC600$47K0.0%N/A0.000%
8/10/2023Talisman Wealth Advisors LLC9,325$0.73M1.2%+3.2%0.005%
8/10/2023Oxford Financial Group Ltd.1,230$96K0.0%+11.8%0.001%
8/10/2023Commonwealth Equity Services LLC1,367,112$106.99M0.2%+2.4%0.763%
8/10/2023Alterna Wealth Management Inc.9,063$0.71M0.8%-26.9%0.005%
8/10/2023US Bancorp DE91,557$7.17M0.0%-6.2%0.051%
8/10/2023Beck Bode LLC55,189$4.32M1.1%-1.3%0.031%
8/10/2023Private Advisor Group LLC161,788$12.70M0.1%-7.6%0.090%
8/10/2023Nwam LLC9,979$0.78M0.1%+6.9%0.006%
8/10/2023Cetera Advisors LLC42,320$3.31M0.1%+3.2%0.024%
8/10/2023Cetera Advisor Networks LLC220,684$17.27M0.1%+5.4%0.123%
8/10/2023Citigroup Inc.21,157$1.66M0.0%-2.9%0.012%
8/10/2023Strategic Financial Services Inc 13,080$1.04M0.1%+45.2%0.007%
8/10/2023Cetera Investment Advisers135,457$10.60M0.1%+4.7%0.076%
8/9/2023Spire Wealth Management61,107$4.78M0.2%-1.5%0.034%
8/9/2023Flow Traders U.S. LLC22,142$1.73M0.1%-73.9%0.012%
8/9/2023IPG Investment Advisors LLC16,030$1.26M0.3%N/A0.009%
8/9/2023Montag A & Associates Inc.21,369$1.67M0.1%-35.0%0.012%
8/9/2023Lido Advisors LLC11,230$0.88M0.0%-64.5%0.006%
8/9/2023Essex Financial Services Inc.10,911$0.85M0.1%+7.0%0.006%
8/8/2023Geneos Wealth Management Inc.26,370$2.06M0.1%-5.2%0.015%
8/8/2023Kestra Private Wealth Services LLC196,935$15.41M0.5%+59.3%0.110%
8/8/2023Claro Advisors LLC6,088$0.48M0.1%+23.9%0.003%
8/8/2023Nvwm LLC343$27K0.0%N/A0.000%
8/8/2023Sequoia Financial Advisors LLC18,921$1.48M0.0%-16.7%0.011%
8/8/2023Colonial River Wealth Management LLC3,799$0.30M0.2%-5.1%0.002%
8/8/2023Cosner Financial Group LLC131,993$10.33M8.5%N/A0.074%
8/8/2023Kovitz Investment Group Partners LLC8,367$0.66M0.0%-2.9%0.005%
8/8/2023Vantage Financial Partners LLC57,324$4.49M1.7%+1.2%0.032%
8/8/2023Bank of Marin8,767$0.69M0.6%-2.0%0.005%
8/8/2023Bradley Foster & Sargent Inc. CT4,728$0.37M0.0%-3.1%0.003%
8/8/2023Mitchell Capital Management Co.75,326$5.90M1.3%-3.9%0.042%
8/8/2023Prospera Financial Services Inc6,500$0.51M0.0%+2.3%0.004%
8/7/2023Element Wealth LLC1,666$0.13M0.1%-66.6%0.001%
8/7/2023McIlrath & Eck LLC1,784$0.14M0.0%N/A0.001%
8/7/2023XML Financial LLC3,000$0.24M0.0%+7.1%0.002%
(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, 583 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 ($891.54M), Morgan Stanley ($541.12M), Ronald Blue Trust Inc. ($394.79M), Signaturefd LLC ($307.32M), and BlackRock Inc. ($251.42M).Learn more on IUSV's institutional investors.

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

Of the 524 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), Moneta Group Investment Advisors LLC ($10.54M), Ronald Blue Trust Inc. ($6.01M), Bank of America Corp DE ($5.81M), Signaturefd LLC ($2.71M), Venturi Wealth Management LLC ($1.20M), and CWM LLC ($1.13M).

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

Institutional investors have bought a total of 253,200,964 shares in the last 24 months. This purchase volume represents approximately $23.19B in transactions.

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

Of the 337 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: Thrivent Financial for Lutherans ($5.84M), BlackRock Inc. ($2.47M), Bank of America Corp DE ($1.69M), Venturi Wealth Management LLC ($0.66M), Ronald Blue Trust Inc. ($0.66M), Raymond James Financial Services Advisors Inc. ($0.65M), and Trek Financial LLC ($0.42M).

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

Institutional investors have sold a total of 20,854,410 shares in the last 24 months. This volume of shares sold represents approximately $2.81B in transactions.


This page (NASDAQ:IUSV) was last updated on 10/4/2023 by MarketBeat.com Staff

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