iShares Core S&P U.S. ValueIUSVETF
13F holders, Q2 2024 (June 30)653holders +19
59new positions
44sold out
4famous investors
$88.05avg. 13F price*
At the end of Q2 2024, 653 institutions reported holding iShares Core S&P U.S. Value (IUSV) in their 13F filings, up 19 from Q1 2024. 59 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($5.6B), LPL Financial LLC ($1.1B) and Morgan Stanley ($756.1M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $121.1M |
| Exits | 44 | $31.1M |
All 13F filers, Q1 2024 → Q2 2024: 9,661,226 shares bought and 1,866,255 shares sold, net +7,794,971 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 653 holders
| Bank of America Corp. | 0.54% | Add +5.5% | 63,296,640 | $5.6B |
| LPL Financial LLC | 0.57% | Add +5.2% | 12,934,444 | $1.1B |
| Morgan Stanley | 0.06% | Add +5.6% | 8,579,441 | $756.1M |
| Blue Trust, Inc. | 5.71% | Reduce -0.7% | 4,605,132 | $416.5M |
| Signaturefd, LLC | 7.65% | Add +0.7% | 4,270,820 | $376.4M |
| Envestnet Asset Management Inc. | 0.13% | Add +7.8% | 4,137,440 | $364.6M |
| Jones Financial Companies LLLP | 0.36% | Add +14.1% | 3,503,959 | $308.8M |
| Aspiriant, LLC | 10.28% | Add +3.8% | 2,860,399 | $252.1M |
| Merit Financial Group, LLC | 5.06% | Add +11.1% | 2,602,902 | $229.4M |
| JPMorgan Chase & Co. | 0.01% | Add +0.3% | 1,643,324 | $144.8M |
| UBS Group AG | 0.04% | Reduce -1.2% | 1,635,401 | $144.1M |
| Kestra Investment Management, LLC | 9.09% | — | 1,515,349 | $133.5M |
| Commonwealth Equity Services, LLC | 0.20% | Add +0.2% | 1,434,318 | $126.4M |
| BlackRock Inc. | 0.00% | Add +9.1% | 1,363,133 | $120.1M |
| Wells Fargo & Company | 0.03% | Add +2.9% | 1,218,353 | $107.4M |
| Blair William & Co. | 0.32% | Add +0.3% | 1,171,005 | $103.2M |
| Royal Bank of Canada | 0.02% | Add +23.5% | 991,483 | $87.4M |
| Modera Wealth Management, LLC | 1.27% | Reduce -0.2% | 975,694 | $86.0M |
| Auto-Owners Insurance Co | 2.01% | No change | 864,000 | $76.0M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +4.7% | 782,605 | $69.0M |
| Benjamin F. Edwards & Company, Inc. | 1.20% | Add +0.5% | 773,483 | $68.2M |
| Focus Partners Wealth | 0.23% | Add +105.2% | 765,814 | $67.5M |
| Corient Private Wealth LP | 0.11% | Reduce -0.4% | 730,807 | $64.3M |
| Cwm, LLC | 0.30% | Reduce -10.0% | 725,840 | $64.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -4.5% | 708,037 | $62.4M |
| Venturi Wealth Management, LLC | 3.44% | Add +4.1% | 658,575 | $58.0M |
| Canandaigua National Bank & Trust Co. | 6.21% | New | 647,521 | $57.1M |
| HighTower Advisors, LLC | 0.09% | Reduce -9.7% | 640,550 | $56.5M |
| Allworth Financial LP | 0.33% | Reduce -0.4% | 566,789 | $51.4M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -3.3% | 556,841 | $49.1M |
| Tanglewood Legacy Advisors, LLC | 23.10% | Add +3.3% | 554,681 | $48.9M |
| Allspring Global Investments Holdings, LLC | 0.07% | Add +2.9% | 519,156 | $45.8M |
| McGlone Suttner Wealth Management, Inc. | 9.36% | Reduce -0.6% | 540,136 | $45.5M |
| Raymond James & Associates | 0.03% | Add +8.4% | 497,286 | $43.8M |
| Townsend & Associates, Inc | 4.76% | Reduce -0.1% | 467,352 | $42.9M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -3.8% | 472,819 | $41.7M |
| FMR LLC | 0.00% | Add +0.9% | 460,618 | $40.6M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +101.2% | 459,987 | $40.5M |
| GDS Wealth Management | 4.41% | Reduce -2.8% | 456,627 | $40.2M |
| Osaic Holdings, Inc. | 0.09% | Reduce -7.2% | 452,274 | $39.9M |
| Cetera Investment Advisers | 0.09% | Add +3.6% | 444,753 | $39.2M |
| Atria Investments, Inc | 0.50% | Reduce -2.2% | 434,569 | $38.3M |
| Natixis Advisors, LLC | 0.08% | Add +28.9% | 427,720 | $37.7M |
| Ameriprise Financial Inc. | 0.01% | Add +5.4% | 400,582 | $35.3M |
| Nadler Financial Group, Inc. | 4.03% | Add +2.8% | 389,070 | $34.3M |
| Sandy Spring Bank | 1.46% | Reduce -4.4% | 376,513 | $33.2M |
| Gallagher Fiduciary Advisors, LLC | 7.26% | Reduce -6.6% | 367,620 | $32.4M |
| Hantz Financial Services, Inc. | 0.60% | Reduce -2.6% | 351,341 | $31.0M |
| Veracity Capital LLC | 12.33% | Reduce -4.5% | 335,409 | $29.6M |
| Kestra Private Wealth Services, LLC | 0.59% | Add +6.9% | 334,748 | $29.5M |
| Principal Securities, Inc. | 0.79% | Add +11.3% | 326,141 | $28.7M |
| Kestra Advisory Services, LLC | 0.16% | Add +48.9% | 327,902 | $28.4M |
| Atria Wealth Solutions, Inc. | 0.31% | Add +1.9% | 315,960 | $27.8M |
| ForthRight Wealth Management, LLC | 9.83% | Reduce -4.6% | 310,249 | $27.3M |
| Petix & Botte Co | 7.51% | Add +94.8% | 300,893 | $26.5M |
| Avantax Advisory Services, Inc. | 0.19% | Add +9.4% | 294,871 | $26.0M |
| Private Advisor Group, LLC | 0.17% | Add +40.9% | 281,880 | $24.8M |
| Southern Capital Advisors, LLC | 13.68% | Add +0.0% | 251,332 | $22.1M |
| Vident Advisory, LLC | 0.61% | Add +11.0% | 248,596 | $21.9M |
| Drake & Associates, LLC | 7.62% | Add +0.9% | 241,447 | $21.3M |
| Brass Tax Wealth Management, Inc. | 4.17% | New | 241,447 | $21.3M |
| Sanctuary Advisors, LLC | 0.15% | — | 237,094 | $20.7M |
| MML Investors Services, LLC | 0.08% | Add +11.1% | 232,681 | $20.5M |
| Garde Capital, Inc. | 1.39% | Reduce -1.1% | 227,123 | $20.0M |
| Madison Wealth Partners, Inc | 6.77% | Add +3.5% | 223,812 | $19.7M |
| DDFG, Inc | 6.02% | Add +2.6% | 220,927 | $19.5M |
| Flagship Harbor Advisors, LLC | 1.16% | Add +51.0% | 218,949 | $19.3M |
| Steele Capital Management, Inc. | 1.04% | Reduce -2.7% | 211,753 | $18.7M |
| Trek Financial, LLC | 1.47% | Reduce -14.8% | 209,630 | $18.5M |
| Ironwood Wealth Management, Inc. | 9.29% | Add +0.4% | 205,114 | $18.4M |
| TD Private Client Wealth LLC | 0.57% | Add +4.1% | 204,445 | $18.0M |
| Howe & Rusling Inc. | 1.62% | Reduce -3.2% | 201,018 | $17.7M |
| SkyOak Wealth, LLC | 3.90% | Add +5.0% | 189,731 | $16.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.06% | Reduce -14.6% | 169,034 | $16.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -8.6% | 185,400 | $16.3M |
| Equitable Holdings, Inc. | 0.16% | Add +6.8% | 171,964 | $15.2M |
| Strategies Wealth Advisors, LLC | 2.21% | Reduce -1.6% | 171,862 | $15.1M |
| PCA Investment Advisory Services Inc. | 7.84% | Add +15.4% | 169,846 | $15.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +2.8% | 167,298 | $14.7M |
| Creative Financial Designs Inc. | 1.29% | Add +12.0% | 164,854 | $14.5M |
| Global Strategic Investment Solutions, LLC | 1.74% | Reduce -0.0% | 163,363 | $14.4M |
| Ameritas Advisory Services, LLC | 0.54% | Add +23.4% | 162,791 | $14.3M |
| Centaurus Financial, Inc. | 0.95% | Add +7.3% | 162,375 | $14.3M |
| Baird Financial Group, Inc. | 0.03% | Reduce -3.2% | 161,855 | $14.3M |
| Crescent Grove Advisors, LLC | 1.48% | Add +0.0% | 153,520 | $13.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Reduce -4.8% | 152,750 | $13.5M |
| Richard W. Paul & Associates, LLC | 4.87% | Add +5.8% | 143,163 | $12.6M |
| Tortoise Investment Management, LLC | 1.43% | Reduce -2.0% | 142,115 | $12.5M |
| Cosner Financial Group, LLC | 8.82% | Reduce -1.0% | 141,536 | $12.5M |
| High Probability Advisors, LLC | 2.25% | Reduce -23.9% | 140,629 | $12.4M |
| Mfa Wealth Advisors, LLC | 2.64% | Reduce -0.9% | 136,957 | $12.1M |
| Stifel Financial Corp. | 0.01% | Add +2.6% | 135,186 | $11.9M |
| Carl P. Sherr & Co., LLC | 6.61% | Reduce -1.6% | 134,555 | $11.9M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -0.7% | 133,579 | $11.8M |
| Weil Company, Inc. | 4.28% | Add +433.9% | 133,046 | $11.7M |
| Savant Capital, LLC | 0.11% | Add +0.9% | 129,751 | $11.4M |
| Amplius Wealth Advisors, LLC | 1.24% | Reduce -3.7% | 126,297 | $11.1M |
| United Capital Financial Advisors, LLC | 0.09% | Reduce -9.6% | 124,545 | $11.0M |
| Creative Planning | 0.01% | Add +7.9% | 123,106 | $10.8M |
| Per Stirling Capital Management, LLC. | 1.74% | Add +0.1% | 122,868 | $10.8M |
"% 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.