iShares Core S&P U.S. ValueIUSVETF
13F holders, Q1 2024 (March 31)634holders
2famous investors
$90.35avg. 13F price*
At the end of Q1 2024, 634 institutions reported holding iShares Core S&P U.S. Value (IUSV) in their 13F filings. The largest holders were Bank of America Corp. ($5.4B), LPL Financial LLC ($1.1B) and Morgan Stanley ($734.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $43.8M |
| Exits | 48 | $58.3M |
Ownership 634 holders
| Bank of America Corp. | 0.54% | Add +3.1% | 60,024,660 | $5.4B |
| LPL Financial LLC | 0.60% | Add +1.0% | 12,296,872 | $1.1B |
| Morgan Stanley | 0.06% | Add +1.5% | 8,123,464 | $734.7M |
| Blue Trust, Inc. | 5.91% | Reduce -4.1% | 4,638,614 | $419.5M |
| Signaturefd, LLC | 8.11% | Add +0.6% | 4,242,760 | $383.7M |
| Envestnet Asset Management Inc. | 0.13% | Add +107.1% | 3,838,787 | $347.2M |
| Jones Financial Companies LLLP | 0.38% | Add +12.5% | 3,072,145 | $277.8M |
| Aspiriant, LLC | 10.32% | Add +13.5% | 2,755,107 | $249.2M |
| Merit Financial Group, LLC | 4.88% | Add +97851.2% | 2,342,992 | $204.5M |
| UBS Group AG | 0.05% | Reduce -15.5% | 1,654,607 | $149.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.5% | 1,639,202 | $148.2M |
| Commonwealth Equity Services, LLC | 0.22% | Add +3.2% | 1,431,681 | $129.5M |
| BlackRock Inc. | 0.00% | Add +1404.1% | 1,249,599 | $113.0M |
| Wells Fargo & Company | 0.03% | Add +10.3% | 1,183,877 | $107.1M |
| Blair William & Co. | 0.33% | Add +10.1% | 1,167,368 | $105.6M |
| Modera Wealth Management, LLC | 1.35% | Reduce -0.1% | 977,605 | $88.4M |
| Auto-Owners Insurance Co | 2.07% | No change | 864,000 | $78.2M |
| Cwm, LLC | 0.35% | Reduce -4.8% | 806,102 | $72.9M |
| Royal Bank of Canada | 0.02% | Reduce -3.3% | 802,545 | $72.6M |
| Benjamin F. Edwards & Company, Inc. | 1.26% | Add +6.7% | 769,867 | $69.6M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +7.8% | 747,397 | $67.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -25.8% | 741,179 | $67.0M |
| Corient Private Wealth LP | 0.12% | Add +4.9% | 733,775 | $66.4M |
| HighTower Advisors, LLC | 0.10% | Add +10.8% | 709,522 | $64.2M |
| Venturi Wealth Management, LLC | 3.68% | Reduce -0.9% | 632,708 | $57.2M |
| PNC Financial Services Group, Inc. | 0.04% | Add +4.0% | 575,663 | $52.1M |
| Allworth Financial LP | 0.36% | Reduce -4.7% | 568,852 | $51.4M |
| McGlone Suttner Wealth Management, Inc. | 9.22% | Add +0.7% | 543,626 | $49.2M |
| Tanglewood Legacy Advisors, LLC | 23.93% | Add +4.0% | 537,078 | $48.6M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -1.1% | 504,410 | $45.6M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -57.1% | 491,376 | $44.4M |
| Osaic Holdings, Inc. | 0.10% | Add +1.9% | 487,567 | $44.1M |
| GDS Wealth Management | 4.98% | Reduce -5.9% | 469,883 | $42.5M |
| Raymond James & Associates | 0.03% | Add +11.0% | 458,673 | $41.5M |
| FMR LLC | 0.00% | Add +0.2% | 456,713 | $41.3M |
| Townsend & Associates, Inc | 4.77% | Add +1.2% | 467,855 | $40.9M |
| Atria Investments, Inc | 0.55% | Add +12.7% | 444,218 | $40.2M |
| Cetera Investment Advisers | 0.09% | Add +218.9% | 429,104 | $38.8M |
| Sandy Spring Bank | 1.62% | Reduce -2.7% | 393,803 | $35.6M |
| Gallagher Fiduciary Advisors, LLC | 1.26% | Add +0.3% | 393,525 | $35.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -18.0% | 380,084 | $34.5M |
| Nadler Financial Group, Inc. | 4.22% | Add +4.1% | 378,529 | $34.2M |
| Focus Partners Wealth | 0.27% | Add +2.0% | 373,172 | $33.8M |
| Hantz Financial Services, Inc. | 0.64% | Reduce -4.0% | 360,855 | $32.6M |
| Veracity Capital LLC | 12.33% | Add +2.9% | 351,114 | $31.8M |
| Natixis Advisors, LLC | 0.07% | Add +17.1% | 331,924 | $30.0M |
| ForthRight Wealth Management, LLC | 10.55% | Reduce -1.3% | 325,161 | $29.4M |
| Kestra Private Wealth Services, LLC | 0.64% | Add +12.1% | 313,082 | $28.3M |
| Atria Wealth Solutions, Inc. | 0.32% | Reduce -2.4% | 310,119 | $28.0M |
| Principal Securities, Inc. | 0.83% | Add +6.3% | 293,044 | $26.5M |
| Avantax Advisory Services, Inc. | 0.22% | Add +2.7% | 269,448 | $24.4M |
| Southern Capital Advisors, LLC | 13.80% | Reduce -2.3% | 251,258 | $22.7M |
| Trek Financial, LLC | 1.76% | Add +11.1% | 245,965 | $22.2M |
| Drake & Associates, LLC | 7.92% | Add +5.7% | 239,354 | $21.6M |
| Garde Capital, Inc. | 1.45% | Reduce -0.6% | 229,723 | $20.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -4.3% | 228,601 | $20.7M |
| Vident Advisory, LLC | 0.42% | Add +4.7% | 223,904 | $20.3M |
| Roberts Financial Services LLC | 4.09% | Reduce -3.6% | 221,661 | $20.0M |
| Kestra Advisory Services, LLC | 0.13% | Add +125.1% | 220,297 | $19.9M |
| Steele Capital Management, Inc. | 1.13% | Reduce -2.1% | 217,691 | $19.7M |
| Madison Wealth Partners, Inc | 7.07% | Add +0.8% | 216,244 | $19.6M |
| DDFG, Inc | 6.18% | Reduce -2.0% | 215,224 | $19.5M |
| MML Investors Services, LLC | 0.08% | Add +9.1% | 209,519 | $18.9M |
| Howe & Rusling Inc. | 1.80% | Add +21.0% | 207,717 | $18.8M |
| Private Advisor Group, LLC | 0.13% | Add +16.5% | 200,012 | $18.1M |
| Ironwood Wealth Management, Inc. | 9.40% | Reduce -0.7% | 204,374 | $17.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.07% | Reduce -0.2% | 197,893 | $17.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.1% | 202,807 | $17.9M |
| TD Private Client Wealth LLC | 0.58% | Add +24.9% | 196,382 | $17.8M |
| High Probability Advisors, LLC | 3.10% | Add +0.8% | 184,781 | $16.7M |
| SkyOak Wealth, LLC | 3.91% | Add +0.1% | 180,622 | $16.3M |
| Strategies Wealth Advisors, LLC | 2.43% | Reduce -3.8% | 174,604 | $15.8M |
| Baird Financial Group, Inc. | 0.03% | Reduce -48.7% | 167,240 | $15.1M |
| Global Strategic Investment Solutions, LLC | 1.73% | Add +0.4% | 163,415 | $14.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +17.4% | 162,818 | $14.7M |
| Equitable Holdings, Inc. | 0.16% | Add +8.5% | 160,960 | $14.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +5.8% | 160,372 | $14.5M |
| Petix & Botte Co | 3.47% | Reduce -50.2% | 154,429 | $14.0M |
| Crescent Grove Advisors, LLC | 1.45% | Add +1.6% | 153,488 | $13.9M |
| Centaurus Financial, Inc. | 0.96% | Add +0.7% | 151,384 | $13.7M |
| Financial Advocates Investment Management | 0.79% | Add +74.8% | 184,143 | $13.6M |
| PCA Investment Advisory Services Inc. | 7.48% | Add +13.3% | 147,204 | $13.3M |
| Creative Financial Designs Inc. | 1.26% | Add +4388.7% | 147,141 | $13.3M |
| Tortoise Investment Management, LLC | 1.59% | Add +6.6% | 144,975 | $13.1M |
| Flagship Harbor Advisors, LLC | 0.84% | Add +248.3% | 144,949 | $13.1M |
| Cosner Financial Group, LLC | 9.26% | Add +1.4% | 142,994 | $12.9M |
| Eaton Financial Holdings Company, LLC | 6.57% | Add +0.1% | 139,960 | $12.7M |
| Allianz Asset Management GmbH | 0.02% | Reduce -16.3% | 139,200 | $12.6M |
| Mfa Wealth Advisors, LLC | 3.29% | Reduce -0.4% | 138,266 | $12.5M |
| First Hawaiian Bank | 0.39% | Reduce -19.8% | 138,163 | $12.5M |
| United Capital Financial Advisors, LLC | 0.10% | Reduce -3.4% | 137,766 | $12.5M |
| Carl P. Sherr & Co., LLC | 6.97% | Add +0.5% | 136,686 | $12.4M |
| Richard W. Paul & Associates, LLC | 4.89% | Reduce -1.2% | 135,338 | $12.2M |
| Rockefeller Capital Management L.P. | 0.04% | Add +5.5% | 134,505 | $12.2M |
| Stifel Financial Corp. | 0.01% | Add +0.7% | 131,772 | $11.9M |
| Amplius Wealth Advisors, LLC | 1.33% | Reduce -11.1% | 131,171 | $11.9M |
| Foundry Financial Group, Inc. | 8.45% | Add +2.1% | 130,901 | $11.8M |
| Lutz Financial Services LLC | 1.03% | Reduce -0.7% | 130,255 | $11.8M |
| Savant Capital, LLC | 0.13% | Reduce -1.3% | 128,568 | $11.6M |
| Ameritas Advisory Services, LLC | 0.48% | Add +128.4% | 131,894 | $11.6M |
"% 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.