iShares Core S&P U.S. ValueIUSVETF
13F holders, Q2 2026 (June 30)813holders +21
63new positions
41sold out
6famous investors
$110.16avg. 13F price*
At the end of Q2 2026, 813 institutions reported holding iShares Core S&P U.S. Value (IUSV) in their 13F filings, up 21 from Q1 2026. 63 opened new positions and 41 sold out. The largest holders were Bank of America Corp. ($9.6B), LPL Financial LLC ($1.9B) and Morgan Stanley ($1.1B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Core S&P U.S. Value
- CUSIP
- 464287663
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $56.1M |
| Exits | 41 | $36.0M |
All 13F filers, Q1 2026 → Q2 2026: 10,174,317 shares bought and 3,375,390 shares sold, net +6,798,927 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 813 holders
| Bank of America Corp. | 0.62% | Add +4.5% | 87,142,505 | $9.6B |
| LPL Financial LLC | 0.43% | Add +1.2% | 17,438,274 | $1.9B |
| Morgan Stanley | 0.06% | Reduce -0.7% | 9,794,840 | $1.1B |
| Jones Financial Companies LLLP | 0.36% | Add +5.9% | 8,102,785 | $889.9M |
| Envestnet Asset Management Inc. | 0.20% | Add +5.7% | 7,575,951 | $834.5M |
| Signaturefd, LLC | 7.17% | Add +4.9% | 4,871,244 | $536.6M |
| Kestra Investment Management, LLC | 9.53% | Add +14.7% | 4,464,120 | $491.7M |
| Blue Trust, Inc. | 4.89% | Reduce -0.9% | 4,235,766 | $466.6M |
| Aspiriant, LLC | 10.02% | Add +0.1% | 3,685,507 | $406.0M |
| Merit Financial Group, LLC | 2.04% | Add +6.7% | 2,976,786 | $327.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -7.8% | 1,917,456 | $211.3M |
| Raymond James Financial Inc. | 0.05% | Add +0.9% | 1,655,527 | $182.4M |
| PNC Financial Services Group, Inc. | 0.09% | Add +11.4% | 1,601,375 | $176.4M |
| Royal Bank of Canada | 0.03% | Add +4.5% | 1,576,412 | $173.6M |
| UBS Group AG | 0.03% | Reduce -3.6% | 1,540,958 | $169.7M |
| Benjamin Edwards Inc. | 1.40% | Add +6.0% | 1,392,296 | $153.4M |
| Modera Wealth Management, LLC | 1.40% | Add +0.5% | 1,192,955 | $131.4M |
| Blair William & Co. | 0.34% | Add +2.0% | 1,189,639 | $131.0M |
| Foster Group, Inc. | 3.31% | Add +1.8% | 1,131,712 | $124.7M |
| Natixis Advisors, LLC | 0.14% | Add +10.4% | 1,131,519 | $124.6M |
| Corient Private Wealth LP | 0.15% | Add +21.9% | 997,535 | $109.9M |
| Auto-Owners Insurance Co | 2.15% | Reduce -36.2% | 864,000 | $95.2M |
| Wells Fargo & Company | 0.02% | Reduce -28.1% | 851,253 | $93.8M |
| Canandaigua National Bank & Trust Co. | 7.51% | — | 808,560 | $89.1M |
| Cetera Investment Advisers | 0.08% | Add +6.2% | 755,194 | $83.2M |
| HighTower Advisors, LLC | 0.08% | Add +3.7% | 744,190 | $82.0M |
| Sequoia Financial Advisors, LLC | 0.38% | Reduce -0.1% | 695,001 | $76.6M |
| Principal Securities, Inc. | 0.89% | Reduce -4.4% | 671,256 | $73.9M |
| Commonwealth Equity Services, LLC | 0.09% | Add +1.7% | 669,764 | $73.8M |
| McGlone Suttner Wealth Management, Inc. | 8.59% | Add +1.7% | 664,617 | $73.2M |
| Kintra Wealth, LLC | 3.57% | Add +33.6% | 591,891 | $68.3M |
| Osaic Holdings, Inc. | 0.08% | Add +17.5% | 603,501 | $66.5M |
| Allworth Financial LP | 0.28% | Reduce -1.7% | 587,665 | $64.7M |
| Curi Capital, LLC | 0.98% | Add +27.5% | 573,084 | $63.1M |
| Allspring Global Investments Holdings, LLC | 0.09% | Add +1.4% | 532,868 | $58.7M |
| FMR LLC | 0.00% | Add +1.0% | 482,741 | $53.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +8.7% | 472,655 | $52.1M |
| Ameriprise Financial Inc. | 0.01% | Add +10.3% | 460,850 | $50.7M |
| Arax Advisory Partners | 0.33% | Add +7242.4% | 450,235 | $49.6M |
| Nadler Financial Group, Inc. | 4.14% | Reduce -2.2% | 443,540 | $48.9M |
| Flagship Harbor Advisors, LLC | 1.81% | Add +5.3% | 429,490 | $47.3M |
| Howe & Rusling Inc. | 2.66% | Add +16.2% | 416,948 | $45.9M |
| Janney Montgomery Scott LLC | 0.09% | Add +296.6% | 410,476 | $45.2M |
| Gotham Asset Management | 0.10% | Add +65.4% | 398,466 | $43.9M |
| Focus Partners Wealth | 0.04% | Reduce -5.0% | 397,894 | $43.8M |
| Financial Engines Advisors L.L.C. | 0.08% | Add +15.3% | 397,448 | $43.8M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +0.2% | 391,557 | $43.7M |
| Tanglewood Legacy Advisors, LLC | 13.63% | Add +0.5% | 383,487 | $42.2M |
| Atlantic Union Bankshares Corp | 0.69% | Add +2.1% | 375,135 | $41.3M |
| Veracity Capital LLC | 10.96% | Add +2.1% | 368,402 | $40.6M |
| Hantz Financial Services, Inc. | 0.53% | Reduce -1.1% | 354,360 | $39.0M |
| PCA Investment Advisory Services Inc. | 10.17% | Add +3.1% | 330,925 | $36.5M |
| Madison Wealth Partners, Inc | 4.48% | Add +2.5% | 319,929 | $35.2M |
| Townsend & Associates, Inc | 3.00% | Reduce -0.9% | 316,302 | $35.2M |
| Southern Capital Advisors, LLC | 14.33% | Add +5.3% | 311,418 | $34.3M |
| DDFG, Inc | 6.57% | Add +1.0% | 300,399 | $33.1M |
| ForthRight Wealth Management, LLC | 8.29% | Reduce -2.6% | 294,358 | $32.4M |
| MML Investors Services, LLC | 0.06% | Add +15.1% | 287,524 | $31.7M |
| Duncan Williams Asset Management, LLC | 7.01% | Add +4.4% | 282,318 | $31.1M |
| Equitable Holdings, Inc. | 0.17% | Reduce -20.2% | 264,252 | $29.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.3% | 254,875 | $28.1M |
| Vident Advisory, LLC | 0.21% | Add +1.0% | 252,461 | $27.8M |
| Mercer Global Advisors Inc. | 0.03% | Add +214.8% | 249,449 | $27.5M |
| Modern Wealth Management, LLC | 0.33% | Add +527.1% | 247,856 | $27.3M |
| Salus Financial Advisors, LLC | 13.21% | Add +8.0% | 243,298 | $26.8M |
| Private Advisor Group, LLC | 0.12% | Add +10.7% | 243,044 | $26.8M |
| Kestra Private Wealth Services, LLC | 0.29% | Reduce -17.0% | 237,417 | $26.2M |
| Sanctuary Advisors, LLC | 0.12% | Add +4.5% | 236,853 | $26.1M |
| Garde Capital, Inc. | 1.15% | Reduce -2.1% | 232,407 | $25.6M |
| Rockefeller Capital Management L.P. | 0.04% | Add +2.1% | 221,191 | $24.4M |
| GDS Wealth Management | 1.12% | Reduce -6.7% | 212,872 | $23.4M |
| Alliance Private Wealth, LLC | 7.95% | Reduce -6.0% | 207,767 | $22.9M |
| Steele Capital Management, Inc. | 0.84% | Reduce -1.2% | 206,988 | $22.8M |
| Waldron Private Wealth LLC | 0.79% | Reduce -11.8% | 206,863 | $22.8M |
| Birchcreek Wealth Management, LLC | 8.78% | Add +1.4% | 204,617 | $22.5M |
| Ironwood Wealth Management, Inc. | 9.08% | Add +0.1% | 192,775 | $21.5M |
| Vestmark Advisory Solutions, Inc. | 0.20% | Add +148.4% | 192,811 | $21.2M |
| Strategies Wealth Advisors, LLC | 1.88% | Reduce -5.9% | 191,032 | $21.0M |
| SkyOak Wealth, LLC | 3.41% | Reduce -5.5% | 189,458 | $20.9M |
| High Probability Advisors, LLC | 2.23% | Add +6.2% | 189,323 | $20.9M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -9.2% | 187,372 | $20.6M |
| Richard W. Paul & Associates, LLC | 6.22% | Add +1.4% | 184,588 | $20.3M |
| United Capital Financial Advisors, LLC | 0.11% | Add +16.7% | 183,058 | $20.2M |
| Concurrent Investment Advisors, LLC | 0.16% | Add +9.7% | 173,977 | $19.2M |
| Allianz Asset Management GmbH | 0.02% | Add +14.3% | 170,990 | $18.8M |
| Crescent Grove Advisors, LLC | 1.54% | Add +1.3% | 164,622 | $18.1M |
| Financial Partners Group, Inc | 1.79% | Reduce -1.1% | 159,702 | $17.6M |
| Elevation Point Wealth Partners, LLC | 0.32% | Add +296.8% | 154,658 | $17.0M |
| Stifel Financial Corp. | 0.01% | Add +1.9% | 154,119 | $17.0M |
| Brandes Investment Partners, LP | 0.12% | New | 153,901 | $17.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -28.3% | 151,715 | $16.7M |
| Savant Capital, LLC | 0.05% | Add +0.6% | 148,121 | $16.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Reduce -3.6% | 147,513 | $16.3M |
| Global Strategic Investment Solutions, LLC | 1.44% | Add +0.3% | 146,101 | $16.1M |
| Creative Planning | 0.01% | Add +5.5% | 141,664 | $15.6M |
| Cosner Financial Group, LLC | 7.98% | Add +0.9% | 141,107 | $15.5M |
| Ameritas Advisory Services, LLC | 0.31% | Add +143.0% | 140,385 | $15.5M |
| Atria Investments, Inc | 0.15% | Add +13.5% | 134,589 | $14.8M |
| Main Street Financial Solutions, LLC | 0.95% | Add +6.2% | 134,115 | $14.8M |
| Carl P. Sherr & Co., LLC | 6.19% | Reduce -1.7% | 134,098 | $14.8M |
"% of holder's portfolio" is IUSV's weight in each manager's 13F, not the share of iShares Core S&P U.S. Value the manager owns.