iShares Core S&P U.S. ValueIUSVETF
13F holders, Q3 2024 (September 30)686holders +33
66new positions
36sold out
7famous investors
$95.11avg. 13F price*
At the end of Q3 2024, 686 institutions reported holding iShares Core S&P U.S. Value (IUSV) in their 13F filings, up 33 from Q2 2024. 66 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($6.3B), LPL Financial LLC ($1.3B) and Morgan Stanley ($824.5M). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $62.4M |
| Exits | 36 | $39.2M |
All 13F filers, Q2 2024 → Q3 2024: 8,028,070 shares bought and 3,053,869 shares sold, net +4,974,201 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 686 holders
| Bank of America Corp. | 0.55% | Add +3.6% | 65,586,554 | $6.3B |
| LPL Financial LLC | 0.57% | Add +3.2% | 13,352,079 | $1.3B |
| Morgan Stanley | 0.06% | Add +0.7% | 8,634,800 | $824.5M |
| Blue Trust, Inc. | 5.65% | Add +6.7% | 4,914,807 | $433.1M |
| Signaturefd, LLC | 7.85% | Add +0.9% | 4,308,366 | $411.4M |
| Envestnet Asset Management Inc. | 0.13% | Add +1.7% | 4,206,740 | $401.7M |
| Jones Financial Companies LLLP | 0.38% | Add +10.8% | 3,884,179 | $369.5M |
| Aspiriant, LLC | 10.40% | Add +0.3% | 2,869,906 | $274.0M |
| Merit Financial Group, LLC | 5.06% | Reduce -9.1% | 2,366,598 | $226.0M |
| Kestra Investment Management, LLC | 9.52% | Add +53.2% | 2,321,388 | $221.7M |
| JPMorgan Chase & Co. | 0.01% | Add +13.3% | 1,862,473 | $177.8M |
| UBS Group AG | 0.04% | Reduce -0.6% | 1,625,231 | $155.2M |
| BlackRock, Inc. | 0.00% | — | 1,467,767 | $140.2M |
| Commonwealth Equity Services, LLC | 0.21% | Add +1.6% | 1,456,686 | $139.1M |
| Wells Fargo & Company | 0.03% | Add +1.2% | 1,233,465 | $117.8M |
| Blair William & Co. | 0.33% | Reduce -1.1% | 1,158,760 | $110.6M |
| Venturi Wealth Management, LLC | 5.18% | Add +57.3% | 1,036,031 | $98.9M |
| Royal Bank of Canada | 0.02% | Add +4.3% | 1,033,907 | $98.7M |
| Modera Wealth Management, LLC | 1.19% | Add +0.1% | 976,239 | $93.2M |
| Auto-Owners Insurance Co | 2.02% | No change | 864,000 | $82.4M |
| Benjamin Edwards Inc. | 1.16% | Add +10714.0% | 834,196 | $79.7M |
| Corient Private Wealth LP | 0.12% | Add +11.3% | 813,134 | $77.6M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +2.5% | 801,918 | $76.6M |
| HighTower Advisors, LLC | 0.11% | Add +19.3% | 764,355 | $73.0M |
| Cwm, LLC | 0.29% | Reduce -3.4% | 701,226 | $67.0M |
| Canandaigua National Bank & Trust Co. | 6.37% | Add +7.8% | 698,370 | $66.7M |
| Allworth Financial LP | 0.33% | Add +0.1% | 567,592 | $54.2M |
| PNC Financial Services Group, Inc. | 0.03% | Add +1.1% | 563,240 | $53.8M |
| Raymond James & Associates | 0.03% | Add +13.1% | 562,547 | $53.7M |
| Tanglewood Legacy Advisors, LLC | 23.57% | Add +0.2% | 555,675 | $53.1M |
| Allspring Global Investments Holdings, LLC | 0.08% | Reduce -2.2% | 507,818 | $48.5M |
| Natixis Advisors, LLC | 0.09% | Add +12.1% | 479,364 | $45.8M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +0.6% | 475,826 | $45.4M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +1.2% | 465,469 | $44.4M |
| FMR LLC | 0.00% | Reduce -0.7% | 457,638 | $43.7M |
| GDS Wealth Management | 4.21% | Reduce -0.9% | 452,513 | $43.2M |
| Townsend & Associates, Inc | 4.42% | Reduce -3.9% | 448,982 | $43.1M |
| Cetera Investment Advisers | 0.09% | Add +1.4% | 451,033 | $43.1M |
| Osaic Holdings, Inc. | 0.10% | Reduce -2.1% | 442,922 | $42.3M |
| McGlone Suttner Wealth Management, Inc. | 8.79% | Reduce -18.0% | 442,728 | $42.3M |
| Focus Partners Wealth | 0.13% | Reduce -43.4% | 433,661 | $41.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.2% | 395,678 | $37.8M |
| Nadler Financial Group, Inc. | 4.13% | Add +0.9% | 392,410 | $37.5M |
| Sandy Spring Bank | 1.44% | Reduce -2.5% | 366,938 | $35.0M |
| Veracity Capital LLC | 12.62% | Add +3.1% | 345,749 | $33.0M |
| Hantz Financial Services, Inc. | 0.58% | Reduce -2.9% | 341,260 | $32.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -52.1% | 339,068 | $32.4M |
| Principal Securities, Inc. | 0.75% | Reduce -1.1% | 322,535 | $30.8M |
| Atria Wealth Solutions, Inc. | 0.33% | Reduce -0.5% | 314,494 | $30.0M |
| Trek Financial, LLC | 2.19% | Add +46.1% | 306,185 | $29.2M |
| Petix & Botte Co | 7.73% | Add +1.1% | 304,229 | $29.1M |
| Avantax Advisory Services, Inc. | 0.19% | Add +1.0% | 297,785 | $28.4M |
| Americana Partners, LLC | 1.93% | New | 296,769 | $28.3M |
| Private Advisor Group, LLC | 0.17% | Add +1.1% | 285,021 | $27.2M |
| ForthRight Wealth Management, LLC | 8.94% | Reduce -9.3% | 281,357 | $26.9M |
| Southern Capital Advisors, LLC | 14.04% | Add +4.0% | 261,275 | $24.9M |
| Flagship Harbor Advisors, LLC | 1.36% | Add +18.6% | 259,724 | $24.8M |
| MML Investors Services, LLC | 0.09% | Add +10.9% | 258,131 | $24.6M |
| Drake & Associates, LLC | 7.65% | Add +2.7% | 247,960 | $23.7M |
| Vident Advisory, LLC | 0.58% | Reduce -3.1% | 240,934 | $23.0M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +43.3% | 239,666 | $22.9M |
| Madison Wealth Partners, Inc | 6.74% | Add +6.5% | 238,390 | $22.8M |
| Sanctuary Advisors, LLC | 0.14% | Reduce -5.5% | 223,986 | $22.2M |
| DDFG, Inc | 6.21% | Add +3.0% | 227,541 | $21.7M |
| Garde Capital, Inc. | 1.41% | Reduce -1.2% | 224,411 | $21.4M |
| Howe & Rusling Inc. | 1.79% | Add +8.7% | 218,547 | $20.9M |
| Equitable Holdings, Inc. | 0.19% | Add +22.2% | 210,072 | $20.1M |
| Steele Capital Management, Inc. | 1.03% | Reduce -2.1% | 207,325 | $19.8M |
| Ironwood Wealth Management, Inc. | 9.48% | Reduce -0.8% | 203,391 | $19.3M |
| Kestra Private Wealth Services, LLC | 0.35% | Reduce -40.8% | 198,044 | $18.9M |
| SkyOak Wealth, LLC | 4.17% | Add +4.0% | 197,353 | $18.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.06% | Reduce -1.6% | 166,279 | $18.8M |
| Atria Investments, Inc | 0.22% | Reduce -57.3% | 185,707 | $17.7M |
| Creative Financial Designs Inc. | 1.48% | Add +11.8% | 184,236 | $17.6M |
| Baird Financial Group, Inc. | 0.03% | Add +13.5% | 183,642 | $17.5M |
| PCA Investment Advisory Services Inc. | 8.10% | Add +6.1% | 180,198 | $17.2M |
| Weil Company, Inc. | 5.49% | Add +31.8% | 175,307 | $16.7M |
| TD Private Client Wealth LLC | 0.47% | Reduce -16.1% | 171,605 | $16.4M |
| Strategies Wealth Advisors, LLC | 2.17% | Reduce -1.3% | 169,649 | $16.2M |
| Richard W. Paul & Associates, LLC | 5.53% | Add +12.7% | 161,296 | $15.4M |
| Global Strategic Investment Solutions, LLC | 1.80% | Reduce -1.4% | 161,035 | $15.4M |
| Centaurus Financial, Inc. | 0.96% | Reduce -2.5% | 158,282 | $15.1M |
| Crescent Grove Advisors, LLC | 1.51% | Add +1.1% | 155,162 | $14.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Reduce -1.5% | 150,432 | $14.4M |
| Financial Advocates Investment Management | 0.81% | Add +28.9% | 147,647 | $14.3M |
| Stifel Financial Corp. | 0.01% | Add +6.1% | 143,412 | $13.7M |
| Tortoise Investment Management, LLC | 1.40% | Reduce -1.0% | 140,723 | $13.4M |
| Cosner Financial Group, LLC | 8.66% | Reduce -0.6% | 140,625 | $13.4M |
| High Probability Advisors, LLC | 2.26% | Reduce -1.0% | 139,243 | $13.3M |
| Eaton Financial Holdings Company, LLC | 5.34% | — | 137,456 | $13.1M |
| Carl P. Sherr & Co., LLC | 6.67% | Reduce -1.3% | 132,813 | $12.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -28.4% | 132,759 | $12.7M |
| LaSalle St. Investment Advisors, LLC | 4.98% | Add +25.9% | 132,708 | $12.7M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +8.1% | 130,753 | $12.5M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -4.4% | 127,644 | $12.2M |
| Mfa Wealth Advisors, LLC | 2.67% | Reduce -7.0% | 127,433 | $12.2M |
| Ameritas Advisory Services, LLC | 0.52% | Reduce -23.0% | 125,325 | $12.0M |
| Per Stirling Capital Management, LLC. | 1.65% | Add +1.4% | 124,593 | $11.9M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -62.1% | 124,264 | $11.9M |
| Creative Planning | 0.01% | Add +0.7% | 123,995 | $11.8M |
"% 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.