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

iShares Core S&P U.S. Value ETF logo
$108.53 +1.00 (+0.93%)
As of 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)
508
Total
Institutional Inflows
(last 12 months)
$17.80B
Number of
Institutional Sellers
(last 12 months)
340
Total
Institutional Outflows
(last 12 months)
$979.77M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/5/2026 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%
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%
5/4/2026 Abound Financial LLC650$66K0.0%-19.4%0.000%
5/2/2026 Global Assets Advisory LLC25,452$2.60M0.6%+554.6%0.011%
5/2/2026 Anchor 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%
5/1/2026 180 Wealth Advisors LLC53,232$5.44M0.6%-1.8%0.023%
5/1/2026 Fifth Third Bancorp53,792$5.50M0.0%+1,365.7%0.023%
5/1/2026 Sovran Advisors LLC3,413$370K0.0%+19.7%0.001%
5/1/2026 American Trust3,441$352K0.0%-17.4%0.001%
5/1/2026 Sachetta LLC7,157$732K0.4%+5.8%0.003%
5/1/2026 Darwin Wealth Management LLC470$48K0.0%N/A0.000%
5/1/2026 Simplicity Wealth LLC5,722$585K0.0%+9.2%0.002%
5/1/2026 Petix & Botte Co144,214$14.75M3.3%-5.4%0.061%
5/1/2026 Sequoia Financial Advisors LLC695,650$71.13M0.4%+0.1%0.294%
5/1/2026 Beirne Wealth Consulting Services LLC8,251$844K0.2%+3.7%0.003%
4/30/2026 Robinson Smith Wealth Advisors LLC28,340$2.90M2.0%-64.9%0.012%
4/30/2026 SkyOak Wealth LLC200,476$20.50M3.8%-0.3%0.085%
4/30/2026 Kestra Advisory Services LLC206,404$21.11M0.1%+22.3%0.087%
4/30/2026 Beam Wealth Advisors Inc.60,870$6.22M1.5%-1.3%0.026%
4/29/2026 Richmond Investment Services LLC11,691$1.20M0.2%+25.6%0.005%
4/29/2026 Montag A & Associates Inc.21,362$2.18M0.1%-20.7%0.009%
4/29/2026 Global Strategic Investment Solutions LLC145,694$14.90M1.5%+0.3%0.062%
4/29/2026 Integrated Advisors Network LLC36,602$3.74M0.2%-79.6%0.015%
4/29/2026 Canvas Wealth Advisors LLC76,631$7.84M1.3%+2.9%0.032%
4/28/2026 DGS Capital Management LLC6,992$715K0.1%+1.5%0.003%
4/28/2026 Carlton Hofferkamp & Jenks Wealth Management LLC15,610$1.67M0.5%-3.8%0.007%
4/28/2026 Ascentis Independent Advisors13,895$1.42M0.1%+2.0%0.006%
4/28/2026 Stephens Inc. AR3,916$400K0.0%-3.0%0.002%
4/28/2026 B.O.S.S. Retirement Advisors LLC2,022$207K0.1%N/A0.001%
4/28/2026 Howe & Rusling Inc.358,791$36.69M2.4%+2.7%0.152%
4/28/2026 Tanglewood Legacy Advisors LLC381,429$39.00M14.1%+7.1%0.161%
4/28/2026 QRG Capital Management Inc.2,148$220K0.0%N/A0.001%
4/27/2026 HB Wealth Management LLC8,257$844K0.0%-3.3%0.003%
4/27/2026 BIP Wealth LLC4,732$484K0.0%+15.2%0.002%
4/27/2026 Baer Investment Advisory LLC4,660$477K0.1%N/A0.002%
4/27/2026 Private Advisor Group LLC219,581$22.45M0.1%-38.4%0.093%
4/27/2026 Elevation Point Wealth Partners LLC38,976$3.99M0.1%N/A0.016%
4/27/2026 Sound Income Strategies LLC10,369$1.06M0.1%-1.0%0.004%
4/27/2026 Prasad Wealth Partners LLC2,299$235K0.1%-6.1%0.001%
4/25/2026 Patten Group Inc.8,774$897K0.2%+5.8%0.004%
4/25/2026 Stevens Capital Partners48,024$4.91M1.2%-6.9%0.020%
4/25/2026 Physician Wealth Advisors Inc.356$36K0.0%N/A0.000%
4/25/2026 Able Wealth Management LLC64,947$6.64M1.8%+2.2%0.027%
4/24/2026 Prospect Financial Services LLC5,379$550K0.3%+104.8%0.002%
4/24/2026 Essex Financial Services Inc.6,504$665K0.0%+4.0%0.003%
4/23/2026 Salus Financial Advisors LLC225,265$23.03M13.4%+8.8%0.095%
4/23/2026 Premier Path Wealth Partners LLC5,191$531K0.1%+19.6%0.002%
4/23/2026 Foundry Financial Group Inc.80,426$8.22M4.1%+1.9%0.034%
4/23/2026 Caliber Wealth Management LLC KS26,971$2.76M0.3%-3.4%0.011%
4/23/2026 SJS Investment Consulting Inc.501$51K0.0%N/A0.000%
4/23/2026 Flagstar Advisors Inc.5,898$603K0.2%+18.0%0.002%
4/23/2026 Intrua Financial LLC3,681$376K0.0%+2.8%0.002%
4/23/2026 Tred Avon Family Wealth LLC2,735$280K0.1%N/A0.001%
4/23/2026 Apollon Financial LLC27,800$2.84M0.4%+38.5%0.012%
4/23/2026 Apollon Wealth Management LLC2,440$249K0.0%+17.4%0.001%
4/22/2026 DDFG Inc297,363$30.41M6.6%+6.1%0.126%
4/22/2026 Janney Montgomery Scott LLC103,513$10.58M0.0%+54.5%0.044%
4/22/2026 MFA Wealth Services24,089$2.46M1.6%+1.0%0.010%
4/22/2026 Trilogy Capital Inc.2,593$265K0.0%+14.9%0.001%
4/22/2026 Towne Trust Company N.A39,026$3.99M1.3%+25.5%0.017%
4/22/2026 Sterling Capital Management LLC6,389$653K0.0%+1.9%0.003%
4/22/2026 Venturi Wealth Management LLC791,991$80.98M3.6%-39.0%0.336%
4/22/2026 Riverstone Advisors LLC1,993$204K0.1%N/A0.001%
4/21/2026 Columbus Macro LLC58,781$6.01M0.6%+2.0%0.025%
4/21/2026 Financial Council LLC90,785$9.28M3.6%+0.4%0.038%
4/21/2026 Hoxton Planning & Management LLC7,344$751K0.2%+2.4%0.003%
4/21/2026 Silver Oak Securities Incorporated3,237$331K0.0%+9.0%0.001%
4/21/2026 Fiduciary Alliance LLC3,283$347K0.0%N/A0.001%
4/20/2026 Christensen King & Associates Investment Services Inc.3,383$346K0.1%-5.7%0.001%
4/20/2026 Kestra Private Wealth Services LLC286,084$29.25M0.4%-16.1%0.121%
4/20/2026 Breakwater Capital Group45,720$4.68M0.6%-2.1%0.019%
4/20/2026 Blue Trust Inc.4,275,724$437.19M5.0%-3.7%1.813%
4/20/2026 RFG Advisory LLC9,303$951K0.0%+166.7%0.004%
4/20/2026 Apella Capital LLC2,588$277K0.0%N/A0.001%
4/17/2026 Certified Advisory Corp68,742$7.03M0.6%-39.8%0.029%
4/17/2026 Total Clarity Wealth Management Inc.9,871$1.01M0.2%+115.1%0.004%
4/17/2026 Essex Bank7,289$745K0.2%+25.2%0.003%
4/17/2026 Sovereign Financial Group Inc.16,508$1.69M0.3%+12.4%0.007%
4/17/2026 Defined Wealth Management LLC58,232$5.95M3.5%+0.8%0.025%
4/17/2026 Summit Wealth Partners LLC48,908$5.00M0.8%+2.0%0.021%
4/17/2026 XML Financial LLC6,591$674K0.1%+2.8%0.003%
4/16/2026 Southern Capital Advisors LLC295,600$30.23M14.2%+0.7%0.125%
4/16/2026 Evolve Private Wealth LLC19,656$2.01M0.1%N/A0.008%
4/15/2026 Nations Financial Group Inc. IA ADV17,989$1.84M0.1%-0.6%0.008%
3/17/2026Rockefeller Capital Management L.P.216,637$22.21M0.0%+21.7%0.094%
3/13/2026 World Investment Advisors9,895$1.02M0.0%+3.2%0.004%


IUSV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IUSV shares?

During the previous two years, 791 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 ($8.55B), 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.

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

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).

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

Institutional investors have bought a total of 174,863,568 shares in the last 24 months. This purchase volume represents approximately $17.80B in transactions.

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

Of the 338 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), Auto Owners Insurance Co ($874.70K), Blue Trust Inc. ($718.07K), Corient Private Wealth LLC ($694.31K), Commonwealth Equity Services LLC ($453.21K), Northwestern Mutual Wealth Management Co. ($363.33K), and Tanglewood Legacy Advisors LLC ($287.32K).

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

Institutional investors have sold a total of 10,006,983 shares in the last 24 months. This volume of shares sold represents approximately $979.77M in transactions.


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