iShares Core S&P U.S. ValueIUSVETF
13F holders, Q1 2025 (March 31)734holders +9
55new positions
39sold out
3famous investors
$92.23avg. 13F price*
At the end of Q1 2025, 734 institutions reported holding iShares Core S&P U.S. Value (IUSV) in their 13F filings, up 9 from Q4 2024. 55 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($6.7B), LPL Financial LLC ($1.3B) and Morgan Stanley ($847.2M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $211.9M |
| Exits | 39 | $46.5M |
All 13F filers, Q4 2024 → Q1 2025: 11,742,048 shares bought and 3,542,810 shares sold, net +8,199,238 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 734 holders
| Bank of America Corp. | 0.59% | Add +0.8% | 72,208,229 | $6.7B |
| LPL Financial LLC | 0.52% | Add +4.4% | 14,434,118 | $1.3B |
| Morgan Stanley | 0.06% | Reduce -0.8% | 9,179,982 | $847.2M |
| Kestra Investment Management, LLC | 9.85% | Add +114.0% | 5,534,785 | $510.8M |
| Jones Financial Companies LLLP | 0.40% | Add +12.2% | 4,831,365 | $441.7M |
| Blue Trust, Inc. | 5.65% | Add +2.7% | 4,781,288 | $441.3M |
| Envestnet Asset Management Inc. | 0.14% | Add +4.3% | 4,599,418 | $424.5M |
| Signaturefd, LLC | 7.80% | Add +4.0% | 4,460,480 | $411.7M |
| Aspiriant, LLC | 11.30% | Add +8.0% | 3,527,185 | $325.5M |
| Merit Financial Group, LLC | 3.33% | Add +33.6% | 2,409,463 | $222.4M |
| JPMorgan Chase & Co. | 0.01% | Add +2.7% | 2,029,899 | $187.3M |
| CHURCHILL MANAGEMENT Corp | 2.20% | New | 1,877,261 | $173.3M |
| BlackRock, Inc. | 0.00% | Add +3.4% | 1,639,748 | $151.3M |
| UBS Group AG | 0.03% | Reduce -1.4% | 1,619,517 | $149.5M |
| Commonwealth Equity Services, LLC | 0.21% | Add +5.3% | 1,614,854 | $149.0M |
| Raymond James Financial Inc. | 0.05% | Add +0.2% | 1,415,920 | $130.7M |
| Wells Fargo & Company | 0.03% | Add +0.3% | 1,318,459 | $121.7M |
| Royal Bank of Canada | 0.03% | Add +14.9% | 1,300,057 | $120.0M |
| Venturi Wealth Management, LLC | 5.84% | Add +74.7% | 1,214,358 | $112.1M |
| Blair William & Co. | 0.32% | Add +5.4% | 1,138,197 | $105.0M |
| Modera Wealth Management, LLC | 1.27% | Add +2.7% | 1,013,318 | $93.5M |
| Benjamin Edwards Inc. | 1.25% | Add +10.3% | 972,091 | $89.7M |
| Corient Private Wealth LP | 0.12% | Add +155.6% | 802,848 | $74.1M |
| Canandaigua National Bank & Trust Co. | 7.39% | Add +11.1% | 800,667 | $73.9M |
| Cwm, LLC | 0.25% | Reduce -1.3% | 686,873 | $63.4M |
| HighTower Advisors, LLC | 0.08% | Reduce -0.3% | 669,472 | $61.8M |
| Allworth Financial LP | 0.33% | Add +23.1% | 671,899 | $59.3M |
| Natixis Advisors, LLC | 0.11% | Add +14.1% | 628,781 | $58.0M |
| Tanglewood Legacy Advisors, LLC | 24.64% | Add +5.7% | 609,152 | $56.2M |
| McGlone Suttner Wealth Management, Inc. | 9.00% | Add +2.4% | 594,098 | $54.8M |
| PNC Financial Services Group, Inc. | 0.03% | Add +1.7% | 581,047 | $53.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +50.5% | 564,215 | $52.1M |
| Osaic Holdings, Inc. | 0.12% | Add +17.4% | 559,203 | $51.6M |
| Auto-Owners Insurance Co | 1.27% | Reduce -62.0% | 513,800 | $48.0M |
| Allspring Global Investments Holdings, LLC | 0.08% | Add +0.0% | 515,849 | $47.6M |
| FMR LLC | 0.00% | Add +2.7% | 475,308 | $43.9M |
| Cetera Investment Advisers | 0.08% | Add +2.3% | 466,843 | $43.1M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -3.5% | 457,178 | $42.2M |
| Ameriprise Financial Inc. | 0.01% | Add +1.6% | 414,111 | $38.2M |
| Focus Partners Wealth | 0.10% | Add +0.3% | 413,202 | $38.1M |
| Townsend & Associates, Inc | 3.95% | Add +0.9% | 450,286 | $37.9M |
| Nadler Financial Group, Inc. | 4.17% | Add +0.4% | 407,727 | $37.6M |
| Independence Financial Advisors, LLC | 13.14% | — | 374,405 | $34.6M |
| GDS Wealth Management | 2.92% | Reduce -11.3% | 371,027 | $34.2M |
| Sandy Spring Bank | 1.41% | Reduce -0.5% | 362,036 | $33.4M |
| Kestra Private Wealth Services, LLC | 0.56% | Add +0.9% | 361,727 | $33.4M |
| Hantz Financial Services, Inc. | 0.58% | Add +0.7% | 354,270 | $32.7M |
| Veracity Capital LLC | 12.81% | Reduce -2.2% | 353,314 | $32.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -26.1% | 350,344 | $32.3M |
| Mercer Global Advisors Inc. | 0.07% | Add +28.3% | 348,294 | $32.1M |
| Private Advisor Group, LLC | 0.19% | Add +19.6% | 341,203 | $31.5M |
| Principal Securities, Inc. | 0.70% | No change | 337,046 | $31.2M |
| Flagship Harbor Advisors, LLC | 1.62% | Add +6.6% | 334,266 | $30.8M |
| Avantax Advisory Services, Inc. | 0.17% | Add +1.8% | 311,196 | $28.7M |
| Weil Company, Inc. | 8.43% | Add +39.6% | 306,207 | $28.3M |
| ForthRight Wealth Management, LLC | 8.83% | Add +1.6% | 285,937 | $26.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +11.6% | 283,091 | $26.1M |
| Madison Wealth Partners, Inc | 6.40% | Add +16.5% | 280,961 | $25.9M |
| MML Investors Services, LLC | 0.09% | Add +0.9% | 277,110 | $25.6M |
| Southern Capital Advisors, LLC | 14.10% | Add +3.5% | 275,560 | $25.4M |
| Drake & Associates, LLC | 7.01% | Add +2.7% | 270,238 | $24.9M |
| Howe & Rusling Inc. | 2.08% | Add +12.8% | 267,832 | $24.7M |
| Vident Advisory, LLC | 0.35% | Add +0.8% | 261,984 | $24.2M |
| Trek Financial, LLC | 1.71% | Add +34.2% | 256,197 | $23.6M |
| DDFG, Inc | 6.54% | Add +6.0% | 255,742 | $23.6M |
| PCA Investment Advisory Services Inc. | 11.63% | Add +7.8% | 238,357 | $22.0M |
| Garde Capital, Inc. | 1.24% | Add +3.6% | 235,557 | $21.7M |
| Sanctuary Advisors, LLC | 0.14% | Reduce -1.0% | 218,569 | $20.2M |
| Creative Financial Designs Inc. | 1.58% | Add +6.7% | 213,903 | $19.7M |
| Steele Capital Management, Inc. | 1.01% | Reduce -1.2% | 209,715 | $19.4M |
| SkyOak Wealth, LLC | 4.09% | Add +1.5% | 202,311 | $18.7M |
| Petix & Botte Co | 4.82% | Reduce -11.0% | 198,262 | $18.3M |
| Equitable Holdings, Inc. | 0.17% | Add +5.6% | 193,940 | $17.9M |
| Atria Investments, Inc | 0.22% | Add +3.5% | 184,185 | $17.0M |
| Baird Financial Group, Inc. | 0.03% | Reduce -26.0% | 183,623 | $16.9M |
| Salus Financial Advisors, LLC | 12.79% | Add +39.7% | 183,198 | $16.9M |
| Ironwood Wealth Management, Inc. | 8.74% | Reduce -3.0% | 197,199 | $16.8M |
| TD Private Client Wealth LLC | 0.44% | Reduce -4.9% | 173,466 | $16.0M |
| Strategies Wealth Advisors, LLC | 1.92% | Add +2.0% | 170,097 | $15.7M |
| Richard W. Paul & Associates, LLC | 5.84% | Reduce -0.1% | 161,211 | $14.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Add +1.8% | 160,706 | $14.8M |
| Centaurus Financial, Inc. | 0.90% | Add +3.4% | 160,525 | $14.8M |
| Crescent Grove Advisors, LLC | 1.54% | Add +0.8% | 159,784 | $14.7M |
| Financial Partners Group, Inc | 2.16% | Add +8.0% | 151,622 | $14.0M |
| Creative Planning | 0.01% | Add +13.3% | 150,688 | $13.9M |
| High Probability Advisors, LLC | 2.29% | Add +5.0% | 148,491 | $13.7M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +101.3% | 148,377 | $13.7M |
| Global Strategic Investment Solutions, LLC | 1.58% | Add +0.3% | 147,693 | $13.6M |
| LaSalle St. Investment Advisors, LLC | 3.15% | Add +5.8% | 144,915 | $13.4M |
| Birchcreek Wealth Management, LLC | 8.41% | Add +11.9% | 144,337 | $13.3M |
| Cosner Financial Group, LLC | 8.14% | Add +1.5% | 144,302 | $13.3M |
| Stifel Financial Corp. | 0.01% | Reduce -15.1% | 143,182 | $13.2M |
| Financial Advocates Investment Management | 0.93% | Add +6.8% | 143,147 | $13.2M |
| Mfa Wealth Advisors, LLC | 3.26% | Add +3.0% | 142,654 | $13.2M |
| Fortress Financial Group, LLC | 12.99% | Add +5.1% | 141,041 | $13.0M |
| Ameritas Advisory Services, LLC | 0.51% | Reduce -22.5% | 137,525 | $12.7M |
| Carl P. Sherr & Co., LLC | 6.71% | Reduce -1.2% | 132,940 | $12.3M |
| Per Stirling Capital Management, LLC. | 1.75% | Add +3.0% | 132,155 | $12.2M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -1.1% | 131,913 | $12.2M |
| Concurrent Investment Advisors, LLC | 0.28% | Add +6.0% | 124,306 | $11.5M |
"% 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.