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

iShares Core S&P U.S. Value ETF logo
$86.95 -0.33 (-0.38%)
As of 04/15/2025 04:00 PM Eastern
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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)
427
Total
Institutional Inflows
(last 12 months)
$2.49B
Number of
Institutional Sellers
(last 12 months)
270
Total
Institutional Outflows
(last 12 months)
$561.98M
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IUSV Institutional Buying and Selling by Quarter

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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
4/15/2025ForthRight Wealth Management LLC285,937$26.39M8.8%+1.6%0.130%
4/15/2025Sapient Capital LLC95,466$8.81M0.2%+0.2%0.043%
4/15/2025Fifth Third Bancorp1,069$99K0.0%-54.7%0.000%
4/15/2025Fiduciary Advisors Inc.7,330$676K0.7%-2.3%0.003%
4/15/2025Leonard Rickey Investment Advisors P.L.L.C.35,175$3.07M0.7%-2.0%0.016%
4/15/2025Integrated Advisors Network LLC20,317$1.88M0.1%-73.2%0.009%
4/15/2025Collier Financial1,052$97K0.1%+22.3%0.000%
4/15/2025Parsons Capital Management Inc. RI3,373$311K0.0%-5.9%0.002%
4/15/2025Wealthcare Advisory Partners LLC2,868$265K0.0%+20.0%0.001%
4/14/2025 Investment Advisory Group LLC4,688$433K0.1%+14.5%0.002%
4/14/2025 Farther Finance Advisors LLC21,061$1.94M0.0%+14.9%0.010%
4/14/2025 Daymark Wealth Partners LLC3,610$333K0.0%+26.3%0.002%
4/14/2025 Centricity Wealth Management LLC25,398$2.34M2.1%+1.3%0.012%
4/14/2025 Ironwood Wealth Management Inc.197,199$16.77M8.6%-3.0%0.089%
4/14/2025 Dentgroup LLC9,028$833K0.6%+2.2%0.004%
4/14/2025 Charter Oak Capital Management LLC84,443$7.79M0.7%+5.1%0.038%
4/11/2025 Fortress Financial Group LLC141,041$13.02M13.0%+5.1%0.064%
4/11/2025 Verum Partners LLC2,350$217K0.1%-20.5%0.001%
4/11/2025 Sovereign Financial Group Inc.15,030$1.39M0.3%-2.8%0.007%
4/11/2025 Signal Advisors Wealth LLC2,672$247K0.0%N/A0.001%
4/11/2025 Ullmann Wealth Partners Group LLC2,210$204K0.0%-42.4%0.001%
4/11/2025 Armstrong Fleming & Moore Inc17,538$1.62M2.0%N/A0.008%
4/11/2025 Annex Advisory Services LLC5,866$541K0.0%-3.3%0.003%
4/10/2025 Breakwater Capital Group50,579$4.67M0.8%+0.8%0.023%
4/10/2025 KWB Wealth2,179$202K0.0%N/A0.001%
4/10/2025 Wealth Management Partners LLC39,815$3.67M1.7%+0.6%0.018%
4/10/2025 Veracity Capital LLC353,314$32.61M12.6%-2.2%0.161%
4/10/2025 Amplius Wealth Advisors LLC121,351$11.20M1.2%+1.1%0.055%
4/10/2025 Presilium Private Wealth LLC24,047$2.22M0.5%-32.8%0.011%
4/10/2025 Legacy Financial Group LLC119,761$11.05M1.7%+39.7%0.055%
4/9/2025 ST Germain D J Co. Inc.3,804$351K0.0%-46.8%0.002%
4/9/2025 Merit Financial Group LLC2,409,463$222.37M3.3%+33.6%1.099%
4/9/2025 Sweeney & Michel LLC4,868$449K0.2%N/A0.002%
4/9/2025 NBC Securities Inc.602$55K0.0%N/A0.000%
4/9/2025 180 Wealth Advisors LLC57,445$5.30M0.8%-1.4%0.026%
4/8/2025 Catalyst Private Wealth LLC21,070$1.95M0.9%-12.3%0.010%
4/8/2025 Legacy Solutions LLC71,985$6.64M7.3%+3.2%0.033%
4/8/2025 Parallel Advisors LLC4,670$431K0.0%-24.2%0.002%
4/7/2025 GAMMA Investing LLC19,565$1.81M0.0%+9,128.8%0.009%
4/4/2025 Quent Capital LLC103,343$9.54M1.0%+0.5%0.047%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
4/3/2025 First Hawaiian Bank55,395$5.11M0.3%-15.9%0.025%
4/1/2025 Confluence Investment Management LLC76,605$7.07M0.1%-70.9%0.036%
3/19/2025Northeast Planning Associates INC. NH2,728$253K0.3%N/A0.001%
3/17/2025Wealth Enhancement Advisory Services LLC474,028$43.89M0.1%-0.4%0.225%
3/12/2025Centaurus Financial Inc.155,297$14.38M0.9%-1.9%0.074%
3/6/2025TFR Capital LLC.4,217$390K0.2%N/A0.002%
2/27/2025XY Planning Network Inc.22,729$2.10M1.6%N/A0.011%
2/27/2025Pinnacle Wealth Planning Services Inc.3,087$286K0.0%N/A0.001%
2/27/2025Carolinas Wealth Consulting LLC2,919$270K0.0%+26.3%0.001%
2/25/2025Integrated Advisors Network LLC75,946$7.03M0.3%+84.1%0.036%
2/25/2025Garde Capital Inc.227,269$21.04M1.4%+1.3%0.108%
2/24/2025Great Valley Advisor Group Inc.19,604$1.82M0.0%-6.4%0.009%
2/24/2025Ameriflex Group Inc.509$49K0.0%N/A0.000%
2/24/2025United Advisor Group LLC3,662$339K0.1%+60.3%0.002%
2/22/2025American Trust5,647$523K0.0%N/A0.003%
2/20/2025Peak Retirement Planning Inc.3,430$318K0.2%N/A0.002%
2/18/2025Sunbelt Securities Inc.51,838$4.80M0.4%+8.5%0.024%
2/18/2025Fourth Dimension Wealth LLC3,048$282K0.1%N/A0.001%
2/18/2025Focus Partners Advisor Solutions LLC29,902$2.77M0.0%-5.3%0.014%
2/18/2025First Heartland Consultants Inc.19,319$1.79M0.2%+0.6%0.009%
2/18/2025Continuum Advisory LLC1,556$144K0.0%-14.9%0.001%
2/18/2025Talisman Wealth Advisors LLC8,891$823K0.9%-4.2%0.004%
2/17/2025Vident Advisory LLC260,038$24.08M0.4%+7.9%0.123%
2/17/2025Salus Financial Advisors LLC131,141$12.14M9.5%N/A0.062%
2/17/2025Shapiro Capital Management LLC3,100$287K0.0%N/A0.001%
2/17/2025Royal Bank of Canada1,131,772$104.79M0.0%+9.5%0.537%
2/17/2025Quantinno Capital Management LP6,599$611K0.0%+4.3%0.003%
2/17/2025McGowan Group Asset Management Inc.3,822$354K0.0%+3.7%0.002%
2/17/2025Millennium Management LLC7,973$738K0.0%-50.4%0.004%
2/17/2025Investor s Fiduciary Advisor Network LLC4,616$427K0.2%N/A0.002%
2/17/2025Gotham Asset Management LLC20,805$1.93M0.0%+108.3%0.010%
2/17/2025Focus Partners Wealth411,847$38.14M0.1%-5.0%0.195%
2/17/2025Francis Financial Inc.3,358$311K0.1%N/A0.002%
2/17/2025Family Management Corp33,996$3.15M0.5%-13.8%0.016%
2/17/2025Deutsche Bank AG33,581$3.11M0.0%+36.2%0.016%
2/17/2025EP Wealth Advisors LLC37,772$3.50M0.0%+3.9%0.018%
2/17/2025CoreCap Advisors LLC1,135$105K0.0%+59.9%0.001%
2/17/2025Cresset Asset Management LLC43,811$4.06M0.0%+9.0%0.021%
2/17/2025Cetera Investment Advisers456,457$42.26M0.1%+1.2%0.217%
2/17/2025Cahill Financial Advisors Inc.21,752$2.01M0.3%+2.5%0.010%
2/17/2025Captrust Financial Advisors56,636$5.24M0.0%-0.2%0.027%
2/17/2025Citadel Advisors LLC27,874$2.58M0.0%+83.2%0.013%
2/17/2025Baird Financial Group Inc.248,239$22.98M0.0%+35.2%0.118%
2/17/2025Beck Bode LLC17,175$1.59M0.3%-29.6%0.008%
2/17/2025Bank of America Corp DE71,600,707$6.63B0.6%+9.2%33.966%
2/17/2025Benjamin Edwards Inc.881,337$81.60M1.2%+5.7%0.418%
2/17/2025BIP Wealth LLC4,746$439K0.0%+8.1%0.002%
2/17/2025Ameriprise Financial Inc.407,620$37.74M0.0%+3.0%0.193%
2/17/2025Alteri Wealth LLC3,563$330K0.1%N/A0.002%
2/17/2025Aptus Capital Advisors LLC1,681$156K0.0%+313.0%0.001%
New “Trump” currency proposed in DC (Ad)

According to one of the most connected men in Washington… A surprising new bill was just introduced in Washington. Its purpose: to put Donald Trump’s face on the $100 note. All to celebrate a new “golden age” for America.

When you see what could happen – I think you’ll be excited.
2/17/2025Asset Management Group Inc.47,346$4.38M0.8%+0.6%0.022%
2/14/2025Gallagher Fiduciary Advisors LLC113,127$10.47M2.1%-0.7%0.054%
2/14/2025Mercer Global Advisors Inc. ADV271,437$25.13M0.1%+359.5%0.129%
2/14/2025Eagle Strategies LLC25,677$2.38M0.4%+3.6%0.012%
2/14/2025Jane Street Group LLC16,677$1.54M0.0%N/A0.008%
2/14/2025Comerica Bank67,308$6.23M0.0%+42.8%0.032%
2/14/2025Lido Advisors LLC11,963$1.11M0.0%-3.4%0.006%
2/14/2025Northern Trust Corp15,571$1.44M0.0%-7.3%0.007%
2/14/2025Beacon Pointe Advisors LLC14,778$1.37M0.0%+0.8%0.007%
2/14/2025Tudor Investment Corp ET AL73,125$6.77M0.0%+11.0%0.035%
(Data available from 1/1/2016 forward)

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IUSV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IUSV shares?

During the previous two years, 711 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 ($6.63B), Graham Capital Wealth Management LLC ($1.37B), LPL Financial LLC ($1.28B), Morgan Stanley ($578.76M), Blue Trust Inc. ($430.97M), Envestnet Asset Management Inc. ($408.42M), 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 602 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 ($197.09M), Bank of America Corp DE ($6.01M), Kestra Investment Management LLC ($2.59M), Life Planning Partners Inc ($2.27M), LPL Financial LLC ($1.69M), Raymond James Financial Inc. ($1.41M), and Aspiriant LLC ($985.55K).

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

Institutional investors have bought a total of 237,717,179 shares in the last 24 months. This purchase volume represents approximately $19.24B in transactions.

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

Of the 393 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 ($1.19M), Blue Trust Inc. ($986.26K), Wealth Enhancement Advisory Services LLC ($716.72K), Merit Financial Group LLC ($563.55K), Trek Financial LLC ($530.79K), Bank of America Corp DE ($510.22K), and Corient Private Wealth LLC ($499.02K).

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

Institutional investors have sold a total of 13,660,949 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 4/16/2025 by MarketBeat.com Staff
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