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)

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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%

Profile Chart Dividend Headlines Holdings Options Chain Short Interest Social Media Ratings

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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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
9/26/2023	M Holdings Securities Inc.	7,123	$0.56M	0.1%	-54.8%	0.004%
9/7/2023	ST Germain D J Co. Inc.	7,590	$0.59M	0.0%	N/A	0.004%
8/30/2023	Western Wealth Management LLC	21,662	$1.70M	0.1%	-3.1%	0.012%
8/29/2023	Garde Capital Inc.	216,754	$16.96M	1.4%	+2.3%	0.121%
8/23/2023	Headinvest LLC	2,605	$0.21M	0.0%	N/A	0.001%
8/16/2023	Sunbelt Securities Inc.	15,666	$1.23M	0.2%	+56.2%	0.009%
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8/16/2023	Verity Asset Management Inc.	4,975	$0.39M	0.3%	-19.2%	0.003%
8/15/2023	Alliancebernstein L.P.	83,414	$6.53M	0.0%	+1.5%	0.047%
8/15/2023	Equitable Holdings Inc.	141,450	$11.07M	0.2%	-28.7%	0.079%
8/15/2023	Wells Fargo & Company MN	1,051,377	$82.28M	0.0%	-4.2%	0.587%
8/15/2023	Atlas Capital Advisors LLC	32,258	$2.53M	0.4%	+7.6%	0.018%
8/15/2023	Integrated Wealth Concepts LLC	139,906	$10.95M	0.2%	+0.4%	0.078%
8/15/2023	Benjamin F. Edwards & Company Inc.	667,166	$52.21M	2.0%	+24.2%	0.373%
8/15/2023	Colony Group LLC	375,704	$29.40M	0.4%	-3.5%	0.210%
8/15/2023	IHT Wealth Management LLC	73,489	$5.75M	0.3%	-7.1%	0.041%
8/15/2023	Centaurus Financial Inc.	143,926	$11.26M	1.0%	+1.6%	0.080%
8/15/2023	Y Intercept Hong Kong Ltd	3,074	$0.24M	0.0%	N/A	0.002%
8/15/2023	Goldman Sachs Group Inc.	769,814	$60.25M	0.0%	-12.5%	0.430%
8/15/2023	Zuckerman Investment Group LLC	31,485	$2.46M	0.4%	+3.1%	0.018%
8/15/2023	Captrust Financial Advisors	64,960	$5.08M	0.0%	-1.1%	0.036%
8/15/2023	Royal Bank of Canada	750,815	$58.76M	0.0%	+3.9%	0.419%
8/15/2023	Rockefeller Capital Management L.P.	124,146	$9.72M	0.0%	-4.2%	0.069%
8/15/2023	Stifel Financial Corp	109,629	$8.58M	0.0%	+0.6%	0.061%
8/15/2023	Greenline Partners LLC	35,658	$2.79M	0.5%	-6.1%	0.020%
8/15/2023	Hantz Financial Services Inc.	347,702	$27.21M	8.7%	+3.4%	0.194%
8/15/2023	Hilltop Holdings Inc.	36,742	$2.88M	0.3%	-31.8%	0.021%
8/15/2023	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	3,987	$0.31M	0.1%	-9.8%	0.002%
8/15/2023	Beacon Pointe Advisors LLC	299,930	$23.47M	0.4%	+3,607.4%	0.167%
8/14/2023	New Republic Capital LLC	1,445	$0.11M	0.1%	N/A	0.001%
8/14/2023	Mercer Global Advisors Inc. ADV	111,593	$8.73M	0.0%	+139.2%	0.062%
8/14/2023	Orion Portfolio Solutions LLC	4,017	$1.50M	0.0%	-69.5%	0.002%
8/14/2023	Gallagher Fiduciary Advisors LLC	409,123	$32.02M	2.4%	-0.7%	0.228%
8/14/2023	Stephens Inc. AR	2,621	$0.21M	0.0%	N/A	0.001%
8/14/2023	United Capital Financial Advisers LLC	210,322	$16.46M	0.1%	-12.6%	0.117%
8/14/2023	IFP Advisors Inc	5,684	$0.45M	0.0%	-71.9%	0.003%
8/14/2023	Tower Research Capital LLC TRC	8,406	$0.66M	0.0%	-65.0%	0.005%
8/14/2023	Two Sigma Securities LLC	5,625	$0.44M	0.0%	N/A	0.003%
8/14/2023	Certified Advisory Corp	90,732	$7.10M	1.3%	-16.1%	0.051%
8/14/2023	Petix & Botte Co	304,565	$23.84M	7.4%	+107.4%	0.170%
8/14/2023	MML Investors Services LLC	187,445	$14.67M	0.1%	-11.8%	0.105%

8/14/2023	Swmg LLC	5,211	$0.41M	0.2%	-25.7%	0.003%
8/14/2023	Asset Management Group Inc.	49,756	$3.89M	0.8%	-5.6%	0.028%
8/14/2023	Thrivent Financial for Lutherans	14,372	$1.11M	0.0%	-15.7%	0.008%
8/14/2023	Howe & Rusling Inc.	190,208	$14.89M	1.7%	+2.0%	0.106%
8/14/2023	Cerity Partners LLC	19,222	$1.50M	0.0%	+24.9%	0.011%
8/11/2023	Kayne Anderson Rudnick Investment Management LLC	135,018	$10.57M	0.0%	+24.4%	0.075%
8/11/2023	Robertson Stephens Wealth Management LLC	44,870	$3.51M	0.2%	-29.6%	0.025%
8/11/2023	Regal Investment Advisors LLC	27,065	$2.12M	0.2%	+11.4%	0.015%
8/11/2023	Renaissance Technologies LLC	27,200	$2.13M	0.0%	N/A	0.015%
8/11/2023	Baird Financial Group Inc.	184,341	$14.43M	0.0%	-3.2%	0.103%
8/11/2023	BlackRock Inc.	3,212,597	$251.42M	0.0%	-5.1%	1.794%
8/11/2023	Summit Financial LLC	25,878	$2.03M	0.1%	+8.2%	0.014%
8/11/2023	Buckingham Strategic Wealth LLC	41,371	$3.24M	0.0%	+2.9%	0.023%
8/11/2023	Kestra Advisory Services LLC	125,315	$9.81M	0.1%	-23.5%	0.070%
8/11/2023	Financial Engines Advisors L.L.C.	23,944	$1.87M	0.0%	-1.5%	0.013%
8/11/2023	Trexquant Investment LP	6,490	$0.51M	0.0%	+82.2%	0.004%
8/11/2023	Lansing Street Advisors	28,880	$2.26M	1.3%	+0.8%	0.016%
8/11/2023	TRUE Private Wealth Advisors	5,311	$0.42M	0.1%	-2.7%	0.003%
8/11/2023	Per Stirling Capital Management LLC.	119,655	$9.36M	1.9%	+548.4%	0.067%
8/11/2023	D.A. Davidson & CO.	4,801	$0.38M	0.0%	+20.8%	0.003%
8/11/2023	JPMorgan Chase & Co.	464,633	$36.36M	0.0%	+40.9%	0.259%
8/11/2023	PNC Financial Services Group Inc.	524,734	$41.07M	0.0%	-1.6%	0.293%
8/11/2023	Northern Trust Corp	7,138	$0.56M	0.0%	-4.3%	0.004%
8/10/2023	Osaic Holdings Inc.	477,909	$37.40M	0.1%	-2.6%	0.267%
8/10/2023	WFA of San Diego LLC	600	$47K	0.0%	N/A	0.000%
8/10/2023	Talisman Wealth Advisors LLC	9,325	$0.73M	1.2%	+3.2%	0.005%
8/10/2023	Oxford Financial Group Ltd.	1,230	$96K	0.0%	+11.8%	0.001%
8/10/2023	Commonwealth Equity Services LLC	1,367,112	$106.99M	0.2%	+2.4%	0.763%
8/10/2023	Alterna Wealth Management Inc.	9,063	$0.71M	0.8%	-26.9%	0.005%
8/10/2023	US Bancorp DE	91,557	$7.17M	0.0%	-6.2%	0.051%
8/10/2023	Beck Bode LLC	55,189	$4.32M	1.1%	-1.3%	0.031%
8/10/2023	Private Advisor Group LLC	161,788	$12.70M	0.1%	-7.6%	0.090%
8/10/2023	Nwam LLC	9,979	$0.78M	0.1%	+6.9%	0.006%
8/10/2023	Cetera Advisors LLC	42,320	$3.31M	0.1%	+3.2%	0.024%
8/10/2023	Cetera Advisor Networks LLC	220,684	$17.27M	0.1%	+5.4%	0.123%
8/10/2023	Citigroup Inc.	21,157	$1.66M	0.0%	-2.9%	0.012%
8/10/2023	Strategic Financial Services Inc	13,080	$1.04M	0.1%	+45.2%	0.007%
8/10/2023	Cetera Investment Advisers	135,457	$10.60M	0.1%	+4.7%	0.076%
8/9/2023	Spire Wealth Management	61,107	$4.78M	0.2%	-1.5%	0.034%
8/9/2023	Flow Traders U.S. LLC	22,142	$1.73M	0.1%	-73.9%	0.012%
8/9/2023	IPG Investment Advisors LLC	16,030	$1.26M	0.3%	N/A	0.009%
8/9/2023	Montag A & Associates Inc.	21,369	$1.67M	0.1%	-35.0%	0.012%
8/9/2023	Lido Advisors LLC	11,230	$0.88M	0.0%	-64.5%	0.006%
8/9/2023	Essex Financial Services Inc.	10,911	$0.85M	0.1%	+7.0%	0.006%
8/8/2023	Geneos Wealth Management Inc.	26,370	$2.06M	0.1%	-5.2%	0.015%
8/8/2023	Kestra Private Wealth Services LLC	196,935	$15.41M	0.5%	+59.3%	0.110%
8/8/2023	Claro Advisors LLC	6,088	$0.48M	0.1%	+23.9%	0.003%
8/8/2023	Nvwm LLC	343	$27K	0.0%	N/A	0.000%
8/8/2023	Sequoia Financial Advisors LLC	18,921	$1.48M	0.0%	-16.7%	0.011%
8/8/2023	Colonial River Wealth Management LLC	3,799	$0.30M	0.2%	-5.1%	0.002%

8/8/2023	Cosner Financial Group LLC	131,993	$10.33M	8.5%	N/A	0.074%
8/8/2023	Kovitz Investment Group Partners LLC	8,367	$0.66M	0.0%	-2.9%	0.005%
8/8/2023	Vantage Financial Partners LLC	57,324	$4.49M	1.7%	+1.2%	0.032%
8/8/2023	Bank of Marin	8,767	$0.69M	0.6%	-2.0%	0.005%
8/8/2023	Bradley Foster & Sargent Inc. CT	4,728	$0.37M	0.0%	-3.1%	0.003%
8/8/2023	Mitchell Capital Management Co.	75,326	$5.90M	1.3%	-3.9%	0.042%
8/8/2023	Prospera Financial Services Inc	6,500	$0.51M	0.0%	+2.3%	0.004%
8/7/2023	Element Wealth LLC	1,666	$0.13M	0.1%	-66.6%	0.001%
8/7/2023	McIlrath & Eck LLC	1,784	$0.14M	0.0%	N/A	0.001%
8/7/2023	XML Financial LLC	3,000	$0.24M	0.0%	+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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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