Free Trial
→ Grab This Altcoin Before Trump's Crypto Announcement (From Crypto 101 Media) (Ad) Free IUSV Stock Alerts

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

iShares Core S&P U.S. Value ETF logo
$94.30 +0.67 (+0.72%)
As of 01/17/2025 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)
357
Total
Institutional Inflows
(last 12 months)
$1.42B
Number of
Institutional Sellers
(last 12 months)
241
Total
Institutional Outflows
(last 12 months)
$425.93M
Get IUSV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Core S&P U.S. Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 New Century Financial Group LLC3,190$296K0.1%+5.4%0.001%
1/17/2025 High Probability Advisors LLC141,389$13.09M2.3%+1.5%0.066%
1/17/2025 Veracity Capital LLC361,234$33.45M12.1%+4.5%0.169%
1/17/2025 Baron Silver Stevens Financial Advisors LLC2,575$238K0.0%+12.6%0.001%
1/17/2025 Mutual Advisors LLC52,295$4.90M0.1%+5.0%0.024%
1/17/2025 Janney Montgomery Scott LLC69,220$6.41M0.0%+14.7%0.032%
1/17/2025 Finley Financial LLC640$60K0.0%N/A0.000%
1/17/2025 ForthRight Wealth Management LLC281,555$26.07M8.7%+0.1%0.131%
1/17/2025 ERTS Wealth Advisors LLC119,327$11.05M2.1%+1.7%0.056%
1/17/2025 Corepath Wealth Partners LLC90,443$8.36M8.1%+4.1%0.042%
1/17/2025 XML Financial LLC4,386$406K0.0%+15.6%0.002%
1/17/2025 Sheets Smith Wealth Management3,463$321K0.0%-12.5%0.002%
1/17/2025 Mogy Joel R Investment Counsel Inc.375$35K0.0%+278.8%0.000%
1/16/2025 Aspiriant LLC3,266,064$302.41M10.9%+13.8%1.522%
1/16/2025 Ballentine Partners LLC20,365$1.89M0.0%N/A0.009%
1/16/2025 ZWJ Investment Counsel Inc.24,733$2.29M0.1%-2.1%0.012%
1/16/2025 Koshinski Asset Management Inc.3,595$333K0.0%-14.8%0.002%
1/16/2025 Leonard Rickey Investment Advisors P.L.L.C.35,879$3.32M0.8%-1.4%0.017%
1/16/2025 Hoese & Co LLP441$41K0.0%N/A0.000%
1/16/2025 Amplius Wealth Advisors LLC120,044$11.12M1.1%-1.5%0.056%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.9,805$908K0.2%+2.9%0.005%
1/16/2025 SFG Wealth Management LLC.4,337$402K0.2%+3.2%0.002%
1/16/2025 Wealth Management Partners LLC39,585$3.67M1.6%-7.1%0.018%
1/16/2025 Annex Advisory Services LLC6,067$562K0.0%N/A0.003%
1/16/2025 TL Private Wealth19,742$1.85M0.8%-4.4%0.009%
1/16/2025 Liberty One Investment Management LLC15,511$1.44M0.2%+13.6%0.007%
1/15/2025 Ameritas Advisory Services LLC177,379$16.42M0.6%+41.5%0.083%
1/15/2025 HB Wealth Management LLC6,215$575K0.0%+99.0%0.003%
1/15/2025 Defined Wealth Management LLC60,561$5.61M3.7%-0.7%0.028%
1/15/2025 Merit Financial Group LLC1,803,053$166.95M3.0%-23.8%0.840%
1/15/2025 Wealthcare Advisory Partners LLC2,390$221K0.0%-22.1%0.001%
1/15/2025 RDA Financial Network35,581$3.29M1.0%+0.9%0.017%
1/15/2025 Occidental Asset Management LLC12,061$1.12M0.2%-38.6%0.006%
1/15/2025 Certified Advisory Corp121,837$11.28M1.2%+0.8%0.057%
1/14/2025 Rovin Capital UT ADV57,352$5.31M1.9%-23.2%0.027%
1/14/2025 Presilium Private Wealth LLC35,793$3.31M0.8%+0.7%0.017%
1/14/2025 Park Avenue Securities LLC3,938$365K0.0%+68.9%0.002%
1/14/2025 SeaCrest Wealth Management LLC6,693$620K0.1%+3.7%0.003%
1/14/2025 Sovereign Financial Group Inc.15,462$1.43M0.3%+1.0%0.007%
1/14/2025 Breakwater Capital Group50,159$4.64M0.9%-1.3%0.023%
Media Humiliated: Demo of Elon’s Tech Proves They’re Wrong (Ad)

Elon Musk believes his new AI product will be worth an incredible $9 trillion. But the mainstream media is not buying it.

Click here to watch this demo and decide for yourself.
1/14/2025 180 Wealth Advisors LLC58,286$5.40M0.8%-1.6%0.027%
1/14/2025 Fortis Advisors LLC9,900$917K0.6%-23.0%0.005%
1/14/2025 PCA Investment Advisory Services Inc.221,089$20.47M9.5%+22.7%0.103%
1/13/2025 Catalyst Private Wealth LLC24,021$2.22M1.0%+1.7%0.011%
1/13/2025 Claro Advisors LLC9,491$879K0.1%+61.1%0.004%
1/10/2025 Graypoint LLC5,537$513K0.0%-68.2%0.003%
1/10/2025 Wealth Enhancement Advisory Services LLC476,455$45.50M0.1%+0.1%0.222%
1/8/2025 Hilltop Wealth Advisors LLC34,064$3.15M1.6%+1.4%0.016%
1/8/2025 Weaver Consulting Group2,595$240K0.1%+8.3%0.001%
1/6/2025 Canandaigua National Trust Co of Florida55,651$5.15M4.0%+1.7%0.026%
1/6/2025 Canandaigua National Bank & Trust Co.720,703$66.73M6.6%+3.2%0.337%
1/6/2025 Kings Path Partners LLC675$62K0.0%-42.8%0.000%
1/3/2025 Dentgroup LLC8,837$818K0.6%+3.6%0.004%
1/3/2025 General Partner Inc.25,634$2.37M1.4%N/A0.013%
1/2/2025 Global Wealth Strategies & Associates429$40K0.0%+293.6%0.000%
1/2/2025 Confluence Investment Management LLC263,416$24.39M0.3%+270.8%0.130%
12/26/2024JPMorgan Chase & Co.1,862,473$177.85M0.0%+13.3%0.918%
12/10/2024DGS Capital Management LLC5,423$518K0.1%-4.0%0.003%
12/3/2024Garde Capital Inc.224,411$21.43M1.4%-1.2%0.111%
12/3/2024Denver PWM LLC36,764$3.51M1.3%-3.6%0.018%
11/26/2024Peapack Gladstone Financial Corp2,430$233K0.0%N/A0.001%
11/25/2024Wilmington Savings Fund Society FSB2,115$202K0.0%N/A0.001%
11/25/2024World Investment Advisors LLC10,502$1.00M0.0%+180.4%0.005%
11/25/2024Sanctuary Advisors LLC223,986$22.17M0.1%-5.5%0.110%
11/22/2024Eaton Financial Holdings Company LLC137,456$13.13M5.3%N/A0.068%
11/18/2024TD Private Client Wealth LLC171,605$16.39M0.5%-16.1%0.085%
11/18/2024Sunbelt Securities Inc.47,789$4.56M0.4%+33.7%0.024%
11/15/2024M&T Bank Corp56,254$5.37M0.0%-8.9%0.028%
11/15/2024Continuum Advisory LLC1,828$177K0.0%+17.5%0.001%
11/15/2024Y Intercept Hong Kong Ltd3,891$372K0.0%N/A0.002%
11/15/2024Glass Jacobson Investment Advisors llc679$65K0.0%+37.7%0.000%
11/15/2024MML Investors Services LLC258,131$24.65M0.1%+10.9%0.127%
11/15/2024Orion Portfolio Solutions LLC8,820$842K0.0%+65.9%0.004%
11/15/2024EP Wealth Advisors LLC36,363$3.47M0.0%-1.0%0.018%
11/15/2024Insigneo Advisory Services LLC2,610$249K0.0%N/A0.001%
11/15/2024Kovitz Investment Group Partners LLC17,838$1.60M0.0%+7.1%0.009%
11/15/2024Stifel Financial Corp143,412$13.69M0.0%+6.1%0.071%
11/15/2024Swmg LLC5,486$536K0.2%-6.4%0.003%
11/15/2024IHT Wealth Management LLC51,344$4.90M0.1%-1.9%0.025%
11/15/2024Integrated Wealth Concepts LLC111,077$10.61M0.1%-3.9%0.055%
11/15/2024HighTower Advisors LLC764,355$72.98M0.1%+19.3%0.377%
11/15/2024Hilltop Holdings Inc.45,833$4.38M0.3%+44.8%0.023%
11/15/2024Benjamin Edwards Inc.834,196$79.66M1.2%+10,714.1%0.411%
11/15/2024Kestra Investment Management LLC2,321,388$221.67M9.5%+53.2%1.144%
11/14/2024Captrust Financial Advisors56,775$5.42M0.0%+3.2%0.028%
11/14/2024Rockefeller Capital Management L.P.127,644$12.19M0.0%-4.4%0.063%
11/14/2024Carl P. Sherr & Co. LLC132,813$12.68M6.7%-1.3%0.065%
11/14/2024Hantz Financial Services Inc.341,260$32.59M0.6%-2.9%0.168%
11/14/2024Teachers Insurance & Annuity Association of America1,705$163K0.2%N/A0.001%
11/13/2024FMR LLC457,638$43.70M0.0%-0.6%0.226%
A deadly mistake in my prediction… (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
11/13/2024Private Trust Co. NA27,488$2.63M0.3%-2.3%0.014%
11/13/2024Diversified LLC3,410$326K0.0%+30.6%0.002%
11/13/2024Truvestments Capital LLC650$62K0.0%N/A0.000%
11/12/2024Cahill Financial Advisors Inc.21,213$2.03M0.3%+2.0%0.010%
11/12/2024Centaurus Financial Inc.158,282$15.11M1.0%-2.5%0.078%
11/12/2024Larson Financial Group LLC1,447$138K0.0%-27.1%0.001%
11/12/2024Family Capital Management Inc.28,519$2.72M1.8%+10.7%0.014%
11/12/2024Kingsview Wealth Management LLC3,899$372K0.0%+16.4%0.002%
11/12/2024Cerity Partners LLC27,847$2.66M0.0%+1.5%0.014%
11/12/2024Great Valley Advisor Group Inc.20,934$2.00M0.0%+82.2%0.010%
(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, 637 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 ($1.27B), Morgan Stanley ($578.76M), Blue Trust Inc. ($433.14M), Signaturefd LLC ($411.41M), and Ronald Blue Trust Inc. ($404.23M).Learn more on IUSV's institutional investors.

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

Of the 547 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 ($197.08M), Kestra Investment Management LLC ($2.32M), Venturi Wealth Management LLC ($1.86M), LPL Financial LLC ($1.35M), Bank of America Corp DE ($1.19M), Aspiriant LLC ($985.55K), and Modera Wealth Management LLC ($888.77K).

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

Institutional investors have bought a total of 231,058,891 shares in the last 24 months. This purchase volume represents approximately $19.06B in transactions.

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

Of the 366 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: Venturi Wealth Management LLC ($853.81K), Wealth Enhancement Advisory Services LLC ($714.93K), Merit Financial Group LLC ($563.55K), Blue Trust Inc. ($560.07K), Bank of America Corp DE ($510.22K), CWM LLC ($432.02K), and Trek Financial LLC ($415.47K).

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

Institutional investors have sold a total of 12,005,664 shares in the last 24 months. This volume of shares sold represents approximately $1.26B in transactions.


Related Companies

This page (NASDAQ:IUSV) was last updated on 1/20/2025 by MarketBeat.com Staff
From Our Partners
Bill Gates’ is about to mint millionaires (again) with Stargate.
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
January 29th - the next big trading catalyst to watch
Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO t...
Timothy Sykes | Sponsored
Warren Buffett Bets $40 Billion—You Can Get in for $20
I call it "The Last Retirement Stock You'll Ever Need." Warren Buffett himself owns $40 billion of stock in...
Behind the Markets | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored
Trump’s Inauguration Shocker: “Move Your Cash Now”
Just in the first week after Trump's win, many stocks jumped by double and even triple digits. But now he's...
InvestorPlace | Sponsored
liberals FOOLED by Elon’s shocking surprise
Elon Musk and Donald Trump fooled everyone. They said it was to “save free speech”... Or “fix what the l...
StocksToTrade | Sponsored