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

iShares Core S&P U.S. Value ETF logo
$92.90 +0.04 (+0.04%)
As of 03/26/2025 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)
425
Total
Institutional Inflows
(last 12 months)
$2.47B
Number of
Institutional Sellers
(last 12 months)
265
Total
Institutional Outflows
(last 12 months)
$543.03M
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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
3/19/2025Northeast Planning Associates INC. NH2,728$253K0.3%N/A0.001%
3/17/2025 Wealth Enhancement Advisory Services LLC474,028$43.89M0.1%-0.4%0.225%
3/12/2025 Centaurus Financial Inc.155,297$14.38M0.9%-1.9%0.074%
3/6/2025 TFR Capital LLC.4,217$390K0.2%N/A0.002%
2/27/2025 XY Planning Network Inc.22,729$2.10M1.6%N/A0.011%
2/27/2025 Pinnacle Wealth Planning Services Inc.3,087$286K0.0%N/A0.001%
2/27/2025 Carolinas Wealth Consulting LLC2,919$270K0.0%+26.3%0.001%
2/25/2025 Integrated Advisors Network LLC75,946$7.03M0.3%+84.1%0.036%
2/25/2025 Garde Capital Inc.227,269$21.04M1.4%+1.3%0.108%
2/24/2025 Great Valley Advisor Group Inc.19,604$1.82M0.0%-6.4%0.009%
2/24/2025 Ameriflex Group Inc.509$49K0.0%N/A0.000%
2/24/2025 United Advisor Group LLC3,662$339K0.1%+60.3%0.002%
2/22/2025 American Trust5,647$523K0.0%N/A0.003%
2/20/2025 Peak Retirement Planning Inc.3,430$318K0.2%N/A0.002%
2/18/2025 Sunbelt Securities Inc.51,838$4.80M0.4%+8.5%0.024%
2/18/2025 Fourth Dimension Wealth LLC3,048$282K0.1%N/A0.001%
2/18/2025 Focus Partners Advisor Solutions LLC29,902$2.77M0.0%-5.3%0.014%
2/18/2025 First Heartland Consultants Inc.19,319$1.79M0.2%+0.6%0.009%
2/18/2025 Continuum Advisory LLC1,556$144K0.0%-14.9%0.001%
2/18/2025 Talisman Wealth Advisors LLC8,891$823K0.9%-4.2%0.004%
2/17/2025 Vident Advisory LLC260,038$24.08M0.4%+7.9%0.123%
2/17/2025 Salus Financial Advisors LLC131,141$12.14M9.5%N/A0.062%
2/17/2025 Shapiro Capital Management LLC3,100$287K0.0%N/A0.001%
2/17/2025 Royal Bank of Canada1,131,772$104.79M0.0%+9.5%0.537%
2/17/2025 Quantinno Capital Management LP6,599$611K0.0%+4.3%0.003%
2/17/2025 McGowan Group Asset Management Inc.3,822$354K0.0%+3.7%0.002%
2/17/2025 Millennium Management LLC7,973$738K0.0%-50.4%0.004%
2/17/2025 Investor s Fiduciary Advisor Network LLC4,616$427K0.2%N/A0.002%
2/17/2025 Gotham Asset Management LLC20,805$1.93M0.0%+108.3%0.010%
2/17/2025 Focus Partners Wealth411,847$38.14M0.1%-5.0%0.195%
2/17/2025 Francis Financial Inc.3,358$311K0.1%N/A0.002%
2/17/2025 Family Management Corp33,996$3.15M0.5%-13.8%0.016%
2/17/2025 Deutsche Bank AG33,581$3.11M0.0%+36.2%0.016%
2/17/2025 EP Wealth Advisors LLC37,772$3.50M0.0%+3.9%0.018%
2/17/2025 CoreCap Advisors LLC1,135$105K0.0%+59.9%0.001%
2/17/2025 Cresset Asset Management LLC43,811$4.06M0.0%+9.0%0.021%
2/17/2025 Cetera Investment Advisers456,457$42.26M0.1%+1.2%0.217%
2/17/2025 Cahill Financial Advisors Inc.21,752$2.01M0.3%+2.5%0.010%
2/17/2025 Captrust Financial Advisors56,636$5.24M0.0%-0.2%0.027%
2/17/2025 Citadel Advisors LLC27,874$2.58M0.0%+83.2%0.013%
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2/17/2025 Baird Financial Group Inc.248,239$22.98M0.0%+35.2%0.118%
2/17/2025 Beck Bode LLC17,175$1.59M0.3%-29.6%0.008%
2/17/2025 Bank of America Corp DE71,600,707$6.63B0.6%+9.2%33.966%
2/17/2025 Benjamin Edwards Inc.881,337$81.60M1.2%+5.7%0.418%
2/17/2025 BIP Wealth LLC4,746$439K0.0%+8.1%0.002%
2/17/2025 Ameriprise Financial Inc.407,620$37.74M0.0%+3.0%0.193%
2/17/2025 Alteri Wealth LLC3,563$330K0.1%N/A0.002%
2/17/2025 Aptus Capital Advisors LLC1,681$156K0.0%+313.0%0.001%
2/17/2025 Asset Management Group Inc.47,346$4.38M0.8%+0.6%0.022%
2/14/2025 Gallagher Fiduciary Advisors LLC113,127$10.47M2.1%-0.7%0.054%
2/14/2025 Mercer Global Advisors Inc. ADV271,437$25.13M0.1%+359.5%0.129%
2/14/2025 Eagle Strategies LLC25,677$2.38M0.4%+3.6%0.012%
2/14/2025 Jane Street Group LLC16,677$1.54M0.0%N/A0.008%
2/14/2025 Comerica Bank67,308$6.23M0.0%+42.8%0.032%
2/14/2025 Lido Advisors LLC11,963$1.11M0.0%-3.4%0.006%
2/14/2025 Northern Trust Corp15,571$1.44M0.0%-7.3%0.007%
2/14/2025 Beacon Pointe Advisors LLC14,778$1.37M0.0%+0.8%0.007%
2/14/2025 Tudor Investment Corp ET AL73,125$6.77M0.0%+11.0%0.035%
2/14/2025 Kovitz Investment Group Partners LLC12,447$1.15M0.0%-30.2%0.006%
2/14/2025 Integrated Wealth Concepts LLC110,611$10.24M0.1%-0.4%0.052%
2/14/2025 Syon Capital LLC18,500$1.71M0.2%-3.5%0.009%
2/14/2025 MGO One Seven LLC38,897$3.60M0.1%+5.2%0.018%
2/14/2025 Susquehanna International Group LLP105,722$9.79M0.0%N/A0.050%
2/14/2025 IHT Wealth Management LLC54,585$5.05M0.2%+6.3%0.026%
2/14/2025 Stifel Financial Corp168,688$15.62M0.0%+17.6%0.080%
2/14/2025 OneDigital Investment Advisors LLC79,605$7.37M0.1%+16.6%0.038%
2/14/2025 TD Waterhouse Canada Inc.61,020$5.65M0.0%+9.5%0.029%
2/14/2025 Transce3nd LLC2,314$214K0.1%N/A0.001%
2/14/2025 Kayne Anderson Rudnick Investment Management LLC157,935$14.63M0.0%+5.0%0.075%
2/14/2025 MML Investors Services LLC274,612$25.43M0.1%+6.4%0.130%
2/14/2025 First Trust Advisors LP3,115$288K0.0%N/A0.001%
2/14/2025 GeoWealth Management LLC752$70K0.0%-34.2%0.000%
2/14/2025 Concourse Financial Group Securities Inc.2,681$254K0.0%+6.6%0.001%
2/13/2025 Dean Investment Associates LLC113,177$10.48M1.5%+658.0%0.054%
2/13/2025 Greenwood Gearhart Inc.2,899$268K0.0%N/A0.001%
2/13/2025 NewEdge Advisors LLC42,755$3.96M0.0%+13.8%0.020%
2/13/2025 Insigneo Advisory Services LLC3,374$312K0.0%+29.3%0.002%
2/13/2025 Main Street Financial Solutions LLC97,160$9.00M0.9%+6.8%0.046%
2/13/2025 Regal Investment Advisors LLC23,959$2.22M0.2%-1.7%0.011%
2/13/2025 United Capital Financial Advisors LLC120,997$11.20M0.1%-0.9%0.057%
2/13/2025 M Holdings Securities Inc.10,645$986K0.2%N/A0.005%
2/13/2025 LaSalle St. Investment Advisors LLC136,913$12.68M3.9%+3.2%0.065%
2/13/2025 Strategies Wealth Advisors LLC166,758$15.81M2.0%-1.7%0.079%
2/13/2025 Mariner LLC82,684$7.66M0.0%+7.1%0.039%
2/13/2025 Peninsula Wealth LLC12,476$1.16M0.2%+19.5%0.006%
2/13/2025 Elm Partners Management LLC59,101$5.47M0.4%+15.4%0.028%
2/13/2025 Sagespring Wealth Partners LLC3,523$326K0.0%N/A0.002%
2/13/2025 Townsquare Capital LLC5,894$546K0.0%+23.7%0.003%
2/13/2025 Rockefeller Capital Management L.P.133,446$12.36M0.0%+4.5%0.063%
2/13/2025 Sterling Capital Management LLC6,197$574K0.0%-44.1%0.003%
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2/13/2025 Glass Jacobson Investment Advisors llc841$78K0.0%+23.9%0.000%
2/13/2025 Eley Financial Management Inc50,167$4.65M1.8%-2.3%0.024%
2/13/2025 Zuckerman Investment Group LLC59,930$5.68M0.6%+10.1%0.028%
2/13/2025 Bessemer Group Inc.5,325$493K0.0%+51.9%0.003%
2/13/2025 Advisory Services Network LLC16,465$1.52M0.0%-83.7%0.008%
2/13/2025 Sand Hill Global Advisors LLC9,603$889K0.0%-6.3%0.005%
2/13/2025 Renaissance Technologies LLC11,000$1.02M0.0%-60.0%0.005%
2/13/2025 Bank of Montreal Can3,055$283K0.0%-29.8%0.001%
2/13/2025 Cerity Partners LLC30,135$2.79M0.0%+8.2%0.014%
2/13/2025 Trek Financial LLC190,860$17.67M1.3%-37.7%0.091%
(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, 710 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 599 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 237,098,267 shares in the last 24 months. This purchase volume represents approximately $19.19B in transactions.

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

Of the 394 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 13,607,746 shares in the last 24 months. This volume of shares sold represents approximately $1.37B in transactions.


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This page (NASDAQ:IUSV) was last updated on 3/27/2025 by MarketBeat.com Staff
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