iShares Core S&P U.S. ValueIUSVETF
13F holders, Q4 2024 (December 31)725holders +39
46new positions
42sold out
7famous investors
$92.47avg. 13F price*
At the end of Q4 2024, 725 institutions reported holding iShares Core S&P U.S. Value (IUSV) in their 13F filings, up 39 from Q3 2024. 46 opened new positions and 42 sold out. The largest holders were Bank of America Corp. ($6.6B), LPL Financial LLC ($1.3B) and Morgan Stanley ($856.9M). 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 Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $49.0M |
| Exits | 42 | $17.8M |
All 13F filers, Q3 2024 → Q4 2024: 12,380,376 shares bought and 3,106,851 shares sold, net +9,273,525 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 725 holders
| Bank of America Corp. | 0.61% | Add +9.2% | 71,600,707 | $6.6B |
| LPL Financial LLC | 0.52% | Add +3.5% | 13,821,490 | $1.3B |
| Morgan Stanley | 0.06% | Add +7.2% | 9,254,282 | $856.9M |
| Blue Trust, Inc. | 5.52% | Reduce -5.3% | 4,654,639 | $431.0M |
| Envestnet Asset Management Inc. | 0.13% | Add +4.9% | 4,411,105 | $408.4M |
| Jones Financial Companies LLLP | 0.38% | Add +10.9% | 4,306,885 | $398.8M |
| Signaturefd, LLC | 7.53% | Reduce -0.5% | 4,287,021 | $396.9M |
| Aspiriant, LLC | 10.92% | Add +13.8% | 3,266,064 | $302.4M |
| Kestra Investment Management, LLC | 9.41% | Add +11.4% | 2,586,389 | $239.5M |
| JPMorgan Chase & Co. | 0.01% | Add +6.1% | 1,976,810 | $183.0M |
| Merit Financial Group, LLC | 3.00% | Reduce -23.8% | 1,803,053 | $166.9M |
| UBS Group AG | 0.03% | Add +1.0% | 1,642,184 | $152.0M |
| BlackRock, Inc. | 0.00% | Add +8.1% | 1,586,273 | $146.9M |
| Commonwealth Equity Services, LLC | 0.21% | Add +5.3% | 1,533,532 | $142.0M |
| Raymond James Financial Inc. | 0.05% | — | 1,413,157 | $130.8M |
| Auto-Owners Insurance Co | 2.85% | Add +56.7% | 1,354,000 | $125.2M |
| Wells Fargo & Company | 0.03% | Add +6.5% | 1,313,948 | $121.7M |
| Royal Bank of Canada | 0.02% | Add +9.5% | 1,131,772 | $104.8M |
| Blair William & Co. | 0.29% | Reduce -6.8% | 1,079,686 | $100.0M |
| Modera Wealth Management, LLC | 1.10% | Add +1.1% | 986,881 | $91.4M |
| Benjamin Edwards Inc. | 1.17% | Add +5.7% | 881,337 | $81.6M |
| Canandaigua National Bank & Trust Co. | 6.59% | Add +3.2% | 720,703 | $66.7M |
| Cwm, LLC | 0.27% | Reduce -0.7% | 696,069 | $64.4M |
| Venturi Wealth Management, LLC | 3.17% | Reduce -32.9% | 695,222 | $64.4M |
| HighTower Advisors, LLC | 0.09% | Reduce -12.1% | 671,598 | $62.2M |
| McGlone Suttner Wealth Management, Inc. | 8.97% | Add +31.1% | 580,423 | $53.7M |
| Tanglewood Legacy Advisors, LLC | 22.80% | Add +3.7% | 576,116 | $53.3M |
| PNC Financial Services Group, Inc. | 0.04% | Add +1.4% | 571,215 | $52.9M |
| Allworth Financial LP | 0.28% | Reduce -3.9% | 545,572 | $51.7M |
| Natixis Advisors, LLC | 0.10% | Add +15.0% | 551,130 | $51.0M |
| Allspring Global Investments Holdings, LLC | 0.08% | Add +1.5% | 515,658 | $47.7M |
| Osaic Holdings, Inc. | 0.10% | Add +7.5% | 476,227 | $44.1M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -0.4% | 474,028 | $43.9M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +1.8% | 473,816 | $43.9M |
| FMR LLC | 0.00% | Add +1.1% | 462,854 | $42.9M |
| Townsend & Associates, Inc | 4.34% | Reduce -0.6% | 446,118 | $42.4M |
| Cetera Investment Advisers | 0.09% | Add +1.2% | 456,457 | $42.3M |
| GDS Wealth Management | 3.53% | Reduce -7.6% | 418,271 | $38.7M |
| Focus Partners Wealth | 0.10% | Reduce -5.0% | 411,948 | $38.1M |
| Ameriprise Financial Inc. | 0.01% | Add +3.0% | 407,620 | $37.7M |
| Nadler Financial Group, Inc. | 3.96% | Add +3.5% | 406,213 | $37.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +10.5% | 374,806 | $34.7M |
| Sandy Spring Bank | 1.36% | Reduce -0.9% | 363,711 | $33.7M |
| Veracity Capital LLC | 12.17% | Add +4.5% | 361,234 | $33.4M |
| Kestra Private Wealth Services, LLC | 0.57% | Add +81.1% | 358,643 | $33.2M |
| Hantz Financial Services, Inc. | 0.57% | Add +3.1% | 351,707 | $32.6M |
| Principal Securities, Inc. | 0.70% | Add +4.5% | 337,046 | $31.2M |
| Corient Private Wealth LP | 0.05% | Reduce -61.4% | 314,115 | $29.1M |
| Flagship Harbor Advisors, LLC | 1.53% | Add +20.8% | 313,696 | $29.0M |
| Avantax Advisory Services, Inc. | 0.18% | Add +2.7% | 305,712 | $28.3M |
| Private Advisor Group, LLC | 0.15% | Add +0.1% | 285,256 | $26.4M |
| ForthRight Wealth Management, LLC | 8.69% | Add +0.1% | 281,555 | $26.1M |
| Americana Partners, LLC | 1.05% | Reduce -6.5% | 277,327 | $25.7M |
| MML Investors Services, LLC | 0.09% | Add +6.4% | 274,612 | $25.4M |
| Mercer Global Advisors Inc. | 0.06% | Add +359.5% | 271,437 | $25.1M |
| Drake & Associates, LLC | 7.06% | Add +6.1% | 263,047 | $24.8M |
| Southern Capital Advisors, LLC | 13.64% | Add +1.9% | 266,348 | $24.7M |
| Confluence Investment Management LLC | 0.34% | Add +270.8% | 263,416 | $24.4M |
| Truist Financial Corp. | 0.04% | Add +153.3% | 260,393 | $24.1M |
| Vident Advisory, LLC | 0.42% | Add +7.9% | 260,038 | $24.1M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +5.9% | 253,707 | $23.5M |
| Baird Financial Group, Inc. | 0.04% | Add +35.2% | 248,239 | $23.0M |
| DDFG, Inc | 6.45% | Add +6.0% | 241,254 | $22.3M |
| Madison Wealth Partners, Inc | 6.24% | Add +1.2% | 241,203 | $22.3M |
| Howe & Rusling Inc. | 1.90% | Add +8.7% | 237,469 | $22.0M |
| Sanctuary Advisors, LLC | 0.13% | Reduce -1.4% | 220,774 | $21.2M |
| Garde Capital, Inc. | 1.39% | Add +1.3% | 227,269 | $21.0M |
| Petix & Botte Co | 5.43% | Reduce -26.8% | 222,822 | $20.6M |
| PCA Investment Advisory Services Inc. | 9.48% | Add +22.7% | 221,089 | $20.5M |
| Weil Company, Inc. | 7.03% | Add +25.1% | 219,322 | $20.3M |
| Steele Capital Management, Inc. | 1.02% | Add +2.4% | 212,322 | $19.7M |
| Creative Financial Designs Inc. | 1.51% | Add +8.8% | 200,545 | $18.6M |
| Ironwood Wealth Management, Inc. | 9.16% | Reduce 0.0% | 203,387 | $18.6M |
| SkyOak Wealth, LLC | 3.95% | Add +1.0% | 199,338 | $18.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.06% | Add +7.4% | 178,620 | $18.3M |
| Trek Financial, LLC | 1.32% | Reduce -37.7% | 190,860 | $17.7M |
| Equitable Holdings, Inc. | 0.16% | Reduce -12.6% | 183,581 | $17.0M |
| TD Private Client Wealth LLC | 0.47% | Add +6.3% | 182,327 | $16.9M |
| Atria Investments, Inc | 0.20% | Reduce -4.2% | 177,923 | $16.5M |
| Ameritas Advisory Services, LLC | 0.57% | Add +41.5% | 177,379 | $16.4M |
| Strategies Wealth Advisors, LLC | 1.97% | Reduce -1.7% | 166,758 | $15.8M |
| Stifel Financial Corp. | 0.02% | Add +17.6% | 168,688 | $15.6M |
| Richard W. Paul & Associates, LLC | 5.45% | Add +0.1% | 161,459 | $14.9M |
| Quadrature Capital Ltd | 0.30% | New | 160,852 | $14.9M |
| Crescent Grove Advisors, LLC | 1.45% | Add +2.1% | 158,432 | $14.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +5.0% | 157,935 | $14.6M |
| Centaurus Financial, Inc. | 0.88% | Reduce -1.9% | 155,297 | $14.4M |
| Global Strategic Investment Solutions, LLC | 1.60% | Reduce -8.6% | 147,266 | $13.6M |
| Cosner Financial Group, LLC | 8.34% | Add +1.1% | 142,137 | $13.2M |
| High Probability Advisors, LLC | 2.35% | Add +1.5% | 141,389 | $13.1M |
| Financial Partners Group, Inc | 1.90% | Add +181.6% | 140,442 | $13.0M |
| Mfa Wealth Advisors, LLC | 3.28% | Add +8.7% | 138,499 | $12.8M |
| Tortoise Investment Management, LLC | 1.34% | Reduce -2.3% | 137,524 | $12.7M |
| LaSalle St. Investment Advisors, LLC | 3.93% | Add +3.2% | 136,913 | $12.7M |
| Eaton Financial Holdings Company, LLC | 4.85% | Reduce -1.0% | 136,074 | $12.6M |
| Carl P. Sherr & Co., LLC | 6.54% | Add +1.3% | 134,509 | $12.5M |
| Fortress Financial Group, LLC | 12.35% | — | 134,200 | $12.4M |
| Financial Advocates Investment Management | 0.71% | Reduce -9.2% | 134,068 | $12.4M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +2.1% | 133,554 | $12.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +4.5% | 133,446 | $12.4M |
"% 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.