iShares Core S&P U.S. ValueIUSVETF
13F holders, Q2 2025 (June 30)729holders −5
45new positions
51sold out
4famous investors
$94.64avg. 13F price*
At the end of Q2 2025, 729 institutions reported holding iShares Core S&P U.S. Value (IUSV) in their 13F filings, down 5 from Q1 2025. 45 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($7.0B), LPL Financial LLC ($1.4B) and Morgan Stanley ($853.2M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $79.5M |
| Exits | 51 | $200.9M |
All 13F filers, Q1 2025 → Q2 2025: 8,318,175 shares bought and 9,486,322 shares sold, net −1,168,147 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 729 holders
| Bank of America Corp. | 0.57% | Add +3.0% | 74,402,651 | $7.0B |
| LPL Financial LLC | 0.48% | Add +5.2% | 15,189,334 | $1.4B |
| Morgan Stanley | 0.06% | Reduce -1.8% | 9,016,283 | $853.2M |
| Jones Financial Companies LLLP | 0.41% | Add +17.9% | 5,698,055 | $536.8M |
| Envestnet Asset Management Inc. | 0.14% | Add +14.2% | 5,252,441 | $497.0M |
| Blue Trust, Inc. | 5.42% | Add +1.6% | 4,856,346 | $459.6M |
| Signaturefd, LLC | 7.24% | Add +0.5% | 4,483,865 | $424.3M |
| Aspiriant, LLC | 10.76% | Add +1.4% | 3,576,178 | $338.4M |
| Kestra Investment Management, LLC | 8.71% | Reduce -45.1% | 3,036,844 | $287.4M |
| Merit Financial Group, LLC | 2.42% | Reduce -5.0% | 2,288,487 | $216.6M |
| JPMorgan Chase & Co. | 0.01% | Add +2.1% | 2,072,304 | $196.1M |
| UBS Group AG | 0.03% | Reduce -0.8% | 1,606,861 | $152.1M |
| Raymond James Financial Inc. | 0.05% | Add +6.3% | 1,505,339 | $142.5M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -13.9% | 1,389,971 | $131.5M |
| Royal Bank of Canada | 0.03% | Add +5.8% | 1,375,617 | $130.2M |
| Modera Wealth Management, LLC | 1.48% | Add +24.5% | 1,261,168 | $119.3M |
| Wells Fargo & Company | 0.02% | Reduce -14.0% | 1,133,601 | $107.3M |
| Blair William & Co. | 0.28% | Reduce -7.8% | 1,049,440 | $99.3M |
| Benjamin Edwards Inc. | 1.22% | Add +4.2% | 1,013,017 | $95.9M |
| Auto-Owners Insurance Co | 1.82% | Add +68.2% | 864,000 | $81.8M |
| BlackRock, Inc. | 0.00% | Reduce -47.3% | 863,674 | $81.7M |
| Canandaigua National Bank & Trust Co. | 7.20% | Add +2.3% | 818,997 | $77.5M |
| Principal Securities, Inc. | 1.30% | Add +117.5% | 733,140 | $69.4M |
| Natixis Advisors, LLC | 0.11% | Add +14.4% | 719,348 | $68.1M |
| Cwm, LLC | 0.23% | Reduce -1.6% | 675,733 | $63.9M |
| Allworth Financial LP | 0.30% | Reduce -2.9% | 652,652 | $61.8M |
| Tanglewood Legacy Advisors, LLC | 24.29% | Add +2.7% | 625,593 | $59.2M |
| McGlone Suttner Wealth Management, Inc. | 8.77% | Add +3.3% | 613,488 | $58.1M |
| HighTower Advisors, LLC | 0.07% | Reduce -10.2% | 601,356 | $56.9M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -1.1% | 574,965 | $54.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.4% | 566,693 | $53.6M |
| Allspring Global Investments Holdings, LLC | 0.09% | Add +5.8% | 545,632 | $51.6M |
| Osaic Holdings, Inc. | 0.09% | Reduce -9.3% | 506,974 | $48.0M |
| Cetera Investment Advisers | 0.08% | Add +2.6% | 478,921 | $45.3M |
| FMR LLC | 0.00% | Add +0.5% | 477,610 | $45.2M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +0.7% | 460,242 | $44.3M |
| Townsend & Associates, Inc | 4.27% | Reduce -1.5% | 443,565 | $43.1M |
| Corient Private Wealth LP | 0.06% | Reduce -43.3% | 455,418 | $43.1M |
| Ameriprise Financial Inc. | 0.01% | Add +1.3% | 419,326 | $39.7M |
| Venturi Wealth Management, LLC | 1.94% | Reduce -65.8% | 414,772 | $39.2M |
| Nadler Financial Group, Inc. | 3.98% | Add +0.6% | 410,332 | $38.8M |
| Focus Partners Wealth | 0.08% | Reduce -2.6% | 402,269 | $38.1M |
| Veracity Capital LLC | 12.29% | Add +5.9% | 374,243 | $35.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +4.2% | 365,071 | $34.5M |
| Kestra Private Wealth Services, LLC | 0.49% | Reduce -1.0% | 358,170 | $33.9M |
| Flagship Harbor Advisors, LLC | 1.60% | Add +6.7% | 356,621 | $33.7M |
| Atlantic Union Bankshares Corp | 0.76% | New | 353,716 | $33.5M |
| Private Advisor Group, LLC | 0.18% | Add +2.5% | 349,653 | $33.1M |
| Hantz Financial Services, Inc. | 0.52% | Reduce -3.2% | 342,956 | $32.5M |
| Avantax Advisory Services, Inc. | 0.16% | Add +1.9% | 317,175 | $30.0M |
| GDS Wealth Management | 2.17% | Reduce -15.1% | 314,844 | $29.8M |
| Howe & Rusling Inc. | 2.17% | Add +15.8% | 310,093 | $29.3M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +3.2% | 292,029 | $27.6M |
| ForthRight Wealth Management, LLC | 8.61% | Add +2.1% | 291,869 | $27.6M |
| Madison Wealth Partners, Inc | 5.94% | Add +2.4% | 287,645 | $27.2M |
| MML Investors Services, LLC | 0.08% | Add +3.5% | 286,787 | $27.1M |
| Drake & Associates, LLC | 6.56% | Add +4.7% | 283,028 | $26.8M |
| Southern Capital Advisors, LLC | 13.61% | Add +2.1% | 281,281 | $26.6M |
| Waldron Private Wealth LLC | 1.09% | New | 263,908 | $25.0M |
| DDFG, Inc | 6.16% | Add +1.1% | 258,636 | $24.5M |
| PCA Investment Advisory Services Inc. | 10.25% | Add +7.8% | 257,007 | $24.3M |
| Creative Financial Designs Inc. | 1.71% | Add +17.4% | 251,187 | $23.8M |
| Vident Advisory, LLC | 0.26% | Reduce -5.0% | 248,808 | $23.5M |
| Garde Capital, Inc. | 1.24% | Add +3.6% | 244,102 | $23.1M |
| Strategies Wealth Advisors, LLC | 2.36% | Add +34.4% | 228,592 | $21.6M |
| Steele Capital Management, Inc. | 0.98% | Add +2.5% | 215,069 | $20.4M |
| SkyOak Wealth, LLC | 3.93% | Add +2.2% | 206,758 | $19.6M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +39.1% | 206,385 | $19.5M |
| Sanctuary Advisors, LLC | 0.12% | Reduce -6.7% | 203,963 | $19.3M |
| Ironwood Wealth Management, Inc. | 8.90% | Reduce -0.1% | 196,976 | $18.8M |
| Salus Financial Advisors, LLC | 12.54% | Add +7.6% | 197,166 | $18.7M |
| Equitable Holdings, Inc. | 0.15% | Add +1.3% | 196,419 | $18.6M |
| Integrated Advisors Network LLC | 0.84% | Add +863.1% | 195,674 | $18.5M |
| Petix & Botte Co | 4.39% | Reduce -4.6% | 189,108 | $17.9M |
| Atria Wealth Solutions, Inc. | 0.40% | Add +54.6% | 185,593 | $17.9M |
| Atria Investments, Inc | 0.20% | Reduce -3.4% | 177,943 | $16.8M |
| Rockefeller Capital Management L.P. | 0.04% | Add +29.5% | 170,877 | $16.2M |
| Richard W. Paul & Associates, LLC | 5.54% | Add +0.5% | 161,976 | $15.3M |
| Centaurus Financial, Inc. | 0.89% | Add +0.2% | 160,792 | $15.2M |
| High Probability Advisors, LLC | 2.27% | Add +8.2% | 160,617 | $15.2M |
| Financial Partners Group, Inc | 2.10% | Add +5.6% | 160,169 | $15.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Reduce -0.3% | 160,136 | $15.2M |
| Crescent Grove Advisors, LLC | 1.47% | Add +0.2% | 160,119 | $15.2M |
| TD Private Client Wealth LLC | 0.37% | Reduce -7.9% | 159,729 | $15.1M |
| Birchcreek Wealth Management, LLC | 8.23% | Add +6.3% | 153,447 | $14.5M |
| LaSalle St. Investment Advisors, LLC | 3.96% | Add +5.3% | 152,664 | $14.4M |
| Baird Financial Group, Inc. | 0.03% | Reduce -17.3% | 151,840 | $14.4M |
| Financial Advocates Investment Management | 1.14% | Add +3.4% | 148,062 | $14.0M |
| Legacy Financial Group LLC | 1.91% | Add +20.7% | 144,594 | $13.7M |
| Global Strategic Investment Solutions, LLC | 1.46% | Reduce -2.3% | 144,275 | $13.7M |
| Cosner Financial Group, LLC | 7.42% | Reduce -2.4% | 140,852 | $13.3M |
| Creative Planning | 0.01% | Reduce -7.9% | 138,741 | $13.1M |
| Mfa Wealth Advisors, LLC | 3.07% | Reduce -3.0% | 138,340 | $13.1M |
| Carl P. Sherr & Co., LLC | 6.39% | Add +0.4% | 133,509 | $12.6M |
| Per Stirling Capital Management, LLC. | 1.65% | Add +1.0% | 133,465 | $12.6M |
| Fortress Financial Group, LLC | 10.62% | Reduce -6.0% | 132,556 | $12.5M |
| Stifel Financial Corp. | 0.01% | Reduce -8.4% | 131,135 | $12.4M |
| Concurrent Investment Advisors, LLC | 0.23% | Add +2.8% | 127,763 | $12.1M |
| Sigma Planning Corp | 0.36% | Add +1.8% | 126,230 | $11.9M |
| Independence Financial Advisors, LLC | 4.63% | Reduce -66.4% | 125,915 | $11.9M |
"% 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.