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

iShares Core S&P U.S. Value ETF logo
$94.22
-0.12 (-0.13%)
(As of 11/4/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Number of
Institutional Buyers
(last 12 months)
372
Total
Institutional Inflows
(last 12 months)
$1.19B
Number of
Institutional Sellers
(last 12 months)
242
Total
Institutional Outflows
(last 12 months)
$462.75M
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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
11/4/2024Weil Company Inc.175,307$16.74M5.5%+31.8%0.086%
11/4/2024GDS Wealth Management452,513$43.21M4.2%-0.9%0.223%
11/4/2024Beam Wealth Advisors Inc.81,336$7.77M2.4%+6.3%0.040%
11/4/20241900 Wealth Management LLC42,999$3.89M0.4%+159.5%0.021%
11/4/2024Brickley Wealth Management11,806$1.13M0.2%-1.8%0.006%
11/4/2024Colonial River Investments LLC2,610$249K0.1%N/A0.001%
11/4/2024Axxcess Wealth Management LLC2,610$249K0.0%N/A0.001%
11/4/2024Sigma Planning Corp118,111$11.28M0.3%+3.3%0.058%
11/2/2024 17 Capital Partners LLC21,844$2.09M1.4%+5.7%0.011%
11/2/2024 XML Financial LLC3,794$362K0.0%+10.8%0.002%
11/1/2024 Atria Investments Inc185,707$17.73M0.2%-57.3%0.092%
11/1/2024 Assetmark Inc.2,138$204K0.0%-95.9%0.001%
11/1/2024 Townsend & Associates Inc448,982$43.11M4.4%-3.9%0.222%
11/1/2024 Rovin Capital UT ADV74,661$7.13M2.6%+63.0%0.037%
11/1/2024 Able Wealth Management LLC58,966$5.63M4.3%+2.2%0.029%
11/1/2024 CWA Asset Management Group LLC2,539$242K0.0%N/A0.001%
11/1/2024 Leavell Investment Management Inc.3,714$355K0.0%+50.1%0.002%
11/1/2024 Capital Performance Advisors LLP340$32K0.0%N/A0.000%
11/1/2024 Verity Asset Management Inc.17,522$1.67M0.6%+9.4%0.009%
10/31/2024 Confluence Investment Management LLC71,045$6.78M0.1%+1,154.8%0.035%
10/31/2024 Global Strategic Investment Solutions LLC161,035$15.38M1.8%-1.4%0.079%
10/31/2024 Concurrent Investment Advisors LLC112,522$10.75M0.3%+3.6%0.056%
10/30/2024 Benchmark Financial Wealth Advisors LLC2,547$243K0.1%-7.7%0.001%
10/30/2024 Guidance Point Advisors LLC27,804$2.66M0.8%-1.2%0.014%
10/30/2024 Long Run Wealth Advisors LLC2,193$209K0.0%N/A0.001%
10/30/2024 Crescent Grove Advisors LLC155,162$14.82M1.5%+1.1%0.077%
10/30/2024 Financial Partners Group Inc49,877$4.76M0.7%+934.1%0.025%
10/30/2024 Crestwood Advisors Group LLC20,111$1.92M0.0%-1.9%0.010%
10/30/2024 Ameritas Advisory Services LLC125,325$11.97M0.5%-23.0%0.062%
10/30/2024 United Advisor Group LLC2,284$218K0.0%N/A0.001%
10/30/2024 Moloney Securities Asset Management LLC23,278$2.22M0.3%-2.6%0.011%
10/30/2024 Lutz Financial Services LLC114,272$10.91M0.9%-3.9%0.056%
10/29/2024 IAG Wealth Partners LLC1,323$126K0.0%+21.7%0.001%
10/29/2024 Fort Pitt Capital Group LLC4,177$399K0.0%N/A0.002%
10/29/2024 Janney Montgomery Scott LLC60,359$5.76M0.0%-2.6%0.030%
10/29/2024 Pure Financial Advisors LLC8,641$825K0.0%+2.7%0.004%
10/29/2024 Stevens Capital Partners74,238$7.09M3.4%+0.4%0.037%
10/29/2024 Arlington Trust Co LLC1,332$127K0.0%-11.6%0.001%
10/29/2024 Farther Finance Advisors LLC16,289$1.56M0.1%-4.1%0.008%
10/28/2024 Americana Partners LLC296,769$28.34M1.9%N/A0.146%
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10/28/2024 Gladstone Institutional Advisory LLC6,574$628K0.0%-1.9%0.003%
10/28/2024 Nadler Financial Group Inc.392,410$37.47M4.1%+0.9%0.194%
10/28/2024 Valued Wealth Advisors LLC337$32K0.0%+891.2%0.000%
10/28/2024 Creative Financial Designs Inc. ADV184,236$17.59M1.5%+11.8%0.091%
10/28/2024 Principal Securities Inc.322,535$30.80M0.7%-1.1%0.159%
10/28/2024 Stephens Inc. AR4,401$420K0.0%-11.6%0.002%
10/28/2024 Summit Wealth Partners LLC34,440$3.29M0.6%+1.5%0.017%
10/28/2024 ForthRight Wealth Management LLC281,357$26.87M8.9%-9.3%0.139%
10/28/2024 Baron Silver Stevens Financial Advisors LLC2,287$218K0.0%-23.7%0.001%
10/28/2024 Deroy & Devereaux Private Investment Counsel Inc.40,055$3.83M0.2%+2.3%0.020%
10/28/2024 US Bancorp DE57,130$5.46M0.0%-36.3%0.028%
10/28/2024 Nikulski Financial Inc.3,982$380K0.1%-4.2%0.002%
10/25/2024 Financial Advocates Investment Management147,647$14.31M0.8%+28.9%0.073%
10/25/2024 Boyd Wealth Management LLC10,084$963K0.5%+13.6%0.005%
10/25/2024 Evermay Wealth Management LLC12,987$1.24M0.2%-3.2%0.006%
10/25/2024 Golden State Equity Partners2,544$243K0.1%-58.4%0.001%
10/25/2024 Mutual Advisors LLC49,815$4.77M0.1%+3.2%0.025%
10/25/2024 Eagle Strategies LLC24,774$2.37M0.4%-5.2%0.012%
10/25/2024 Valmark Advisers Inc.46,687$4.46M0.1%-5.6%0.023%
10/25/2024 Diversify Advisory Services LLC2,492$240K0.0%N/A0.001%
10/25/2024 Integrated Advisors Network LLC41,257$3.94M0.2%-33.3%0.020%
10/25/2024 SC&H Financial Advisors Inc.3,090$295K0.1%-9.0%0.002%
10/24/2024 Southern Capital Advisors LLC261,275$24.95M14.0%+4.0%0.129%
10/24/2024 J.W. Cole Advisors Inc.6,158$588K0.0%-5.0%0.003%
10/24/2024 Modera Wealth Management LLC976,239$93.22M1.2%+0.1%0.482%
10/24/2024 Wealth Enhancement Advisory Services LLC475,826$45.44M0.1%+0.6%0.235%
10/23/2024 Allworth Financial LP567,592$54.20M0.3%+0.1%0.280%
10/23/2024 Heritage Oak Wealth Advisors LLC27,115$2.59M1.2%N/A0.013%
10/23/2024 Silver Oak Securities Incorporated63,908$6.08M0.6%-0.3%0.032%
10/23/2024 Signature Resources Capital Management LLC2,841$271K0.2%-4.7%0.001%
10/23/2024 Grey Fox Wealth Advisors LLC10,182$972K0.3%+283.6%0.005%
10/22/2024 McAdam LLC2,285$218K0.0%-6.2%0.001%
10/22/2024 MFA Wealth Advisors LLC127,433$12.17M2.7%-7.0%0.063%
10/22/2024 Foundry Financial Group Inc.76,329$7.29M4.6%-3.5%0.038%
10/22/2024 Private Advisor Group LLC285,021$27.22M0.2%+1.1%0.141%
10/22/2024 Symphony Financial Ltd. Co.112,291$10.69M1.8%+4.5%0.055%
10/22/2024 Signaturefd LLC4,308,366$411.41M7.8%+0.9%2.126%
10/21/2024 Flagship Harbor Advisors LLC259,724$24.80M1.4%N/A0.128%
10/21/2024 Sweeney & Michel LLC4,946$481K0.2%+2.6%0.002%
10/21/2024 Whittier Trust Co. of Nevada Inc.4,300$411K0.0%N/A0.002%
10/21/2024 Berry Wealth Group LP2,373$227K0.2%N/A0.001%
10/21/2024 Marino Stram & Associates LLC2,902$277K0.1%N/A0.001%
10/21/2024 Trilogy Capital Inc.2,287$218K0.0%N/A0.001%
10/19/2024Columbus Macro LLC43,329$4.15M1.5%-3.6%0.021%
10/19/2024 Allspring Global Investments Holdings LLC507,818$48.49M0.1%-2.2%0.251%
10/19/2024Petix & Botte Co304,229$29.05M7.7%+1.1%0.150%
10/19/2024Cedrus LLC4,773$456K0.2%N/A0.002%
10/19/2024New Century Financial Group LLC3,028$289K0.1%+6.4%0.001%
10/18/2024Veracity Capital LLC345,749$33.02M12.5%+3.1%0.171%
10/18/2024Commonwealth Equity Services LLC1,456,686$139.10M0.2%+1.6%0.719%
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10/18/2024Raymond James & Associates562,547$53.72M0.0%+13.1%0.278%
10/18/2024Blue Trust Inc.4,914,807$433.14M5.6%+6.7%2.425%
10/18/2024Stratos Wealth Advisors LLC9,795$935K0.0%+2.1%0.005%
10/17/2024Stratos Wealth Partners LTD.130,753$12.49M0.2%+8.1%0.065%
10/17/2024Richard W. Paul & Associates LLC161,296$15.40M5.5%+12.7%0.080%
10/17/2024Inspire Advisors LLC2,220$212K0.0%N/A0.001%
10/17/2024Aspiriant LLC2,869,906$274.05M10.4%+0.3%1.416%
10/17/2024ERTS Wealth Advisors LLC117,313$11.20M2.1%-2.8%0.058%
10/17/2024Claro Advisors LLC6,029$576K0.1%-32.4%0.003%
10/17/2024 Drake & Associates LLC247,960$23.68M7.6%+2.7%0.122%
(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, 640 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 ($1.14B), 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 556 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), Kestra Investment Management LLC ($1.52M), Venturi Wealth Management LLC ($1.49M), Bank of America Corp DE ($1.19M), LPL Financial LLC ($931.55K), Modera Wealth Management LLC ($888.77K), and Envestnet Asset Management Inc. ($871.80K).

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

Institutional investors have bought a total of 229,324,320 shares in the last 24 months. This purchase volume represents approximately $18.97B in transactions.

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

Of the 362 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: BlackRock Inc. ($893.72K), Venturi Wealth Management LLC ($853.81K), Wealth Enhancement Advisory Services LLC ($714.93K), 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 12,611,045 shares in the last 24 months. This volume of shares sold represents approximately $1.36B in transactions.


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This page (NASDAQ:IUSV) was last updated on 11/4/2024 by MarketBeat.com Staff
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