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

iShares Core S&P U.S. Value ETF logo
$93.02 +1.08 (+1.17%)
(As of 12/20/2024 05:16 PM ET)
Compare

Institutional Ownership Changes (13F Filings) for iShares Core S&P U.S. Value ETF (NASDAQ:IUSV)

Number of
Institutional Buyers
(last 12 months)
363
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
240
Total
Institutional Outflows
(last 12 months)
$426.75M
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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
12/10/2024 DGS Capital Management LLC5,423$518K0.1%-4.0%0.003%
12/3/2024 Garde Capital Inc.224,411$21.43M1.4%-1.2%0.111%
12/3/2024 Denver PWM LLC36,764$3.51M1.3%-3.6%0.018%
11/26/2024 Peapack Gladstone Financial Corp2,430$233K0.0%N/A0.001%
11/25/2024 Wilmington Savings Fund Society FSB2,115$202K0.0%N/A0.001%
11/25/2024 World Investment Advisors LLC10,502$1.00M0.0%+180.4%0.005%
11/25/2024 Sanctuary Advisors LLC223,986$22.17M0.1%-5.5%0.110%
11/22/2024 Eaton Financial Holdings Company LLC137,456$13.13M5.3%N/A0.068%
11/18/2024 TD Private Client Wealth LLC171,605$16.39M0.5%-16.1%0.085%
11/18/2024 Sunbelt Securities Inc.47,789$4.56M0.4%+33.7%0.024%
11/15/2024 M&T Bank Corp56,254$5.37M0.0%-8.9%0.028%
11/15/2024 Continuum Advisory LLC1,828$177K0.0%+17.5%0.001%
11/15/2024 Y Intercept Hong Kong Ltd3,891$372K0.0%N/A0.002%
11/15/2024 Glass Jacobson Investment Advisors llc679$65K0.0%+37.7%0.000%
11/15/2024 MML Investors Services LLC258,131$24.65M0.1%+10.9%0.127%
11/15/2024 Orion Portfolio Solutions LLC8,820$842K0.0%+65.9%0.004%
11/15/2024 EP Wealth Advisors LLC36,363$3.47M0.0%-1.0%0.018%
11/15/2024 Insigneo Advisory Services LLC2,610$249K0.0%N/A0.001%
11/15/2024 Kovitz Investment Group Partners LLC17,838$1.60M0.0%+7.1%0.009%
11/15/2024 Stifel Financial Corp143,412$13.69M0.0%+6.1%0.071%
11/15/2024 Swmg LLC5,486$536K0.2%-6.4%0.003%
11/15/2024 IHT Wealth Management LLC51,344$4.90M0.1%-1.9%0.025%
11/15/2024 Integrated Wealth Concepts LLC111,077$10.61M0.1%-3.9%0.055%
11/15/2024 HighTower Advisors LLC764,355$72.98M0.1%+19.3%0.377%
11/15/2024 Hilltop Holdings Inc.45,833$4.38M0.3%+44.8%0.023%
11/15/2024 Benjamin Edwards Inc.834,196$79.66M1.2%+10,714.1%0.411%
11/15/2024 Kestra Investment Management LLC2,321,388$221.67M9.5%+53.2%1.144%
11/14/2024 Captrust Financial Advisors56,775$5.42M0.0%+3.2%0.028%
11/14/2024 Rockefeller Capital Management L.P.127,644$12.19M0.0%-4.4%0.063%
11/14/2024 Carl P. Sherr & Co. LLC132,813$12.68M6.7%-1.3%0.065%
11/14/2024 Hantz Financial Services Inc.341,260$32.59M0.6%-2.9%0.168%
11/14/2024 Teachers Insurance & Annuity Association of America1,705$163K0.2%N/A0.001%
11/13/2024 FMR LLC457,638$43.70M0.0%-0.6%0.226%
11/13/2024 Private Trust Co. NA27,488$2.63M0.3%-2.3%0.014%
11/13/2024 Diversified LLC3,410$326K0.0%+30.6%0.002%
11/13/2024 Truvestments Capital LLC650$62K0.0%N/A0.000%
11/12/2024 Cahill Financial Advisors Inc.21,213$2.03M0.3%+2.0%0.010%
11/12/2024 Centaurus Financial Inc.158,282$15.11M1.0%-2.5%0.078%
11/12/2024Larson Financial Group LLC1,447$138K0.0%-27.1%0.001%
11/12/2024 Family Capital Management Inc.28,519$2.72M1.8%+10.7%0.014%
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11/12/2024 Kingsview Wealth Management LLC3,899$372K0.0%+16.4%0.002%
11/12/2024 Cerity Partners LLC27,847$2.66M0.0%+1.5%0.014%
11/12/2024 Great Valley Advisor Group Inc.20,934$2.00M0.0%+82.2%0.010%
11/12/2024 Certified Advisory Corp120,876$11.54M1.3%+8.4%0.060%
11/12/2024 Financial Council LLC91,226$8.71M4.5%-0.3%0.045%
11/12/2024 Mason Investment Advisory Services Inc.2,716$259K0.0%-29.0%0.001%
11/12/2024 Nwam LLC9,517$909K0.1%N/A0.005%
11/12/2024 Meridian Wealth Management LLC6,372$608K0.0%N/A0.003%
11/12/2024 Asset Management Group Inc.47,078$4.50M0.8%-0.6%0.023%
11/12/2024 Charles Schwab Investment Management Inc.132,759$12.68M0.0%-28.4%0.065%
11/9/2024 LPL Financial LLC13,352,079$1.27B0.6%+3.2%6.581%
11/8/2024 Steele Capital Management Inc.207,325$19.80M1.0%-2.1%0.102%
11/8/2024 Citizens Financial Group Inc. RI2,857$273K0.0%-26.0%0.001%
11/8/2024 R. W. Roge & Company Inc.9,115$870K0.5%-2.5%0.004%
11/8/2024 Howe & Rusling Inc.218,547$20.87M1.8%+8.7%0.108%
11/8/2024 Sachetta LLC13,145$1.26M0.5%+1.5%0.006%
11/8/2024 Avior Wealth Management LLC1,205$115K0.0%-30.6%0.001%
11/8/2024 PNC Financial Services Group Inc.563,240$53.78M0.0%+1.1%0.278%
11/8/2024 Prospera Financial Services Inc24,168$2.31M0.1%-3.9%0.012%
11/7/2024 Caprock Group LLC22,082$2.11M0.1%N/A0.011%
11/7/2024 Elm Partners Management LLC51,218$4.89M0.3%-0.7%0.025%
11/7/2024 Equity Investment Corp26,372$2.52M0.1%-11.4%0.013%
11/7/2024 MB Generational Wealth LLC2,181$208K0.1%N/A0.001%
11/7/2024 Thrivent Financial for Lutherans4,415$422K0.0%-52.8%0.002%
11/7/2024 Claro Advisors LLC5,893$563K0.1%-33.9%0.003%
11/6/2024 Bank of Marin4,316$412K0.3%-4.6%0.002%
11/6/2024 Birchcreek Wealth Management LLC122,821$11.73M7.7%+3.7%0.061%
11/6/2024 OneDigital Investment Advisors LLC68,250$6.52M0.1%-3.1%0.034%
11/6/2024 Endowment Wealth Management Inc.28,607$2.73M1.8%+16.6%0.014%
11/6/2024 Main Street Financial Solutions LLC90,958$8.69M0.8%+6.5%0.045%
11/6/2024 Oppenheimer & Co. Inc.31,866$3.04M0.0%+1.3%0.016%
11/5/2024 Carlton Hofferkamp & Jenks Wealth Management LLC17,202$1.62M0.5%+1.1%0.008%
11/5/2024 First Heartland Consultants Inc.19,195$1.83M0.2%-2.9%0.009%
11/5/2024 Prime Capital Investment Advisors LLC5,814$555K0.0%-2.5%0.003%
11/5/2024 Mascoma Wealth Management LLC7,795$744K0.2%-9.3%0.004%
11/5/2024 Verus Capital Partners LLC5,052$482K0.0%+20.8%0.002%
11/5/2024 Apollon Wealth Management LLC6,006$574K0.0%N/A0.003%
11/5/2024 Northwest Wealth Management LLC11,796$1.13M0.3%-13.4%0.006%
11/4/2024 Venturi Wealth Management LLC1,036,031$98.93M5.2%+57.3%0.511%
11/4/2024 Weil Company Inc.175,307$16.74M5.5%+31.8%0.086%
11/4/2024 GDS Wealth Management452,513$43.21M4.2%-0.9%0.223%
11/4/2024 Beam Wealth Advisors Inc.81,336$7.77M2.4%+6.3%0.040%
11/4/2024 1900 Wealth Management LLC42,999$3.89M0.4%+159.5%0.021%
11/4/2024 Brickley Wealth Management11,806$1.13M0.2%-1.8%0.006%
11/4/2024 Colonial River Investments LLC2,610$249K0.1%N/A0.001%
11/4/2024 Axxcess Wealth Management LLC2,610$249K0.0%N/A0.001%
11/4/2024 Sigma 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%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

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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%
(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, 636 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 553 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), Modera Wealth Management LLC ($888.77K), and Auto Owners Insurance Co ($864K).

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

Institutional investors have bought a total of 230,538,179 shares in the last 24 months. This purchase volume represents approximately $19.03B in transactions.

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

Of the 364 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), Blue Trust Inc. ($560.07K), Bank of America Corp DE ($510.22K), CWM LLC ($432.02K), Trek Financial LLC ($415.47K), and Ronald Blue Trust Inc. ($363.69K).

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

Institutional investors have sold a total of 11,452,059 shares in the last 24 months. This volume of shares sold represents approximately $1.21B in transactions.


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This page (NASDAQ:IUSV) was last updated on 12/21/2024 by MarketBeat.com Staff
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