iShares Core S&P U.S. ValueIUSVETF
13F holders, Q3 2025 (September 30)748holders +19
60new positions
36sold out
6famous investors
$99.93avg. 13F price*
At the end of Q3 2025, 748 institutions reported holding iShares Core S&P U.S. Value (IUSV) in their 13F filings, up 19 from Q2 2025. 60 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($8.0B), LPL Financial LLC ($1.6B) and Morgan Stanley ($907.6M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $174.9M |
| Exits | 36 | $37.6M |
All 13F filers, Q2 2025 → Q3 2025: 12,066,514 shares bought and 3,460,755 shares sold, net +8,605,759 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 748 holders
| Bank of America Corp. | 0.60% | Add +7.8% | 80,233,541 | $8.0B |
| LPL Financial LLC | 0.46% | Add +4.3% | 15,836,920 | $1.6B |
| Morgan Stanley | 0.06% | Add +0.7% | 9,080,803 | $907.6M |
| Jones Financial Companies LLLP | 0.42% | Add +7.6% | 6,130,302 | $609.9M |
| Envestnet Asset Management Inc. | 0.17% | Add +10.6% | 5,808,875 | $580.6M |
| Blue Trust, Inc. | 5.60% | Add +2.8% | 4,993,796 | $499.1M |
| Signaturefd, LLC | 7.08% | Add +0.1% | 4,489,109 | $448.7M |
| Aspiriant, LLC | 11.01% | Add +0.7% | 3,600,340 | $359.9M |
| Kestra Investment Management, LLC | 9.04% | Add +11.0% | 3,370,931 | $336.9M |
| Merit Financial Group, LLC | 2.15% | Add +2.4% | 2,343,492 | $234.2M |
| JPMorgan Chase & Co. | 0.01% | Add +9.1% | 2,260,538 | $225.9M |
| UBS Group AG | 0.03% | Reduce -1.2% | 1,587,245 | $158.6M |
| Raymond James Financial Inc. | 0.05% | Add +0.4% | 1,510,967 | $151.0M |
| Royal Bank of Canada | 0.03% | Add +6.3% | 1,461,653 | $146.1M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -8.1% | 1,276,928 | $127.6M |
| Modera Wealth Management, LLC | 1.46% | Reduce -0.1% | 1,259,557 | $125.9M |
| Benjamin Edwards Inc. | 1.21% | Add +6.1% | 1,074,596 | $107.4M |
| Wells Fargo & Company | 0.02% | Reduce -5.2% | 1,074,347 | $107.4M |
| Blair William & Co. | 0.28% | Reduce -0.7% | 1,042,342 | $104.2M |
| Foster Group, Inc. | 3.26% | New | 1,039,409 | $103.9M |
| Auto-Owners Insurance Co | 2.22% | No change | 864,000 | $86.1M |
| Canandaigua National Bank & Trust Co. | 7.36% | Add +2.2% | 837,230 | $83.7M |
| Cetera Investment Advisers | 0.10% | Add +72.1% | 824,331 | $82.4M |
| PNC Financial Services Group, Inc. | 0.05% | Add +42.3% | 818,127 | $81.8M |
| Natixis Advisors, LLC | 0.12% | Add +12.8% | 811,256 | $81.1M |
| Principal Securities, Inc. | 1.21% | Add +0.5% | 736,567 | $73.6M |
| Tanglewood Legacy Advisors, LLC | 24.84% | Add +2.9% | 643,398 | $64.3M |
| Allworth Financial LP | 0.28% | Reduce -2.0% | 639,528 | $63.9M |
| HighTower Advisors, LLC | 0.07% | Add +5.7% | 635,469 | $63.5M |
| McGlone Suttner Wealth Management, Inc. | 8.74% | Add +1.9% | 625,147 | $62.5M |
| Cwm, LLC | 0.19% | Reduce -7.9% | 622,547 | $62.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.3% | 591,206 | $59.1M |
| Allspring Global Investments Holdings, LLC | 0.09% | Reduce -0.4% | 543,586 | $54.5M |
| Osaic Holdings, Inc. | 0.07% | Add +2.1% | 517,808 | $51.4M |
| FMR LLC | 0.00% | Add +0.0% | 477,676 | $47.7M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -0.5% | 458,001 | $46.1M |
| Nadler Financial Group, Inc. | 4.26% | Add +8.9% | 446,832 | $44.7M |
| Corient Private Wealth LP | 0.07% | Reduce -2.0% | 446,435 | $44.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -1.3% | 413,946 | $41.4M |
| Flagship Harbor Advisors, LLC | 1.77% | Add +14.4% | 408,073 | $40.8M |
| Focus Partners Wealth | 0.06% | Reduce -2.1% | 393,632 | $39.3M |
| Veracity Capital LLC | 12.51% | Add +4.0% | 389,138 | $38.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +2.3% | 373,385 | $37.3M |
| Atlantic Union Bankshares Corp | 0.68% | Add +2.7% | 363,422 | $36.3M |
| Townsend & Associates, Inc | 3.42% | Reduce -18.4% | 361,964 | $36.1M |
| Private Advisor Group, LLC | 0.17% | Add +1.6% | 355,310 | $35.5M |
| Kestra Private Wealth Services, LLC | 0.46% | Reduce -1.7% | 352,058 | $35.2M |
| Hantz Financial Services, Inc. | 0.53% | Add +1.5% | 348,000 | $34.8M |
| Howe & Rusling Inc. | 2.34% | Add +10.3% | 341,885 | $34.2M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +3.4% | 301,900 | $30.2M |
| ForthRight Wealth Management, LLC | 8.72% | Add +2.8% | 300,127 | $30.0M |
| Madison Wealth Partners, Inc | 5.90% | Add +3.9% | 298,779 | $29.9M |
| GDS Wealth Management | 1.95% | Reduce -6.1% | 295,632 | $29.5M |
| Southern Capital Advisors, LLC | 13.44% | Add +2.0% | 286,855 | $28.7M |
| PCA Investment Advisory Services Inc. | 10.32% | Add +8.6% | 279,106 | $27.9M |
| DDFG, Inc | 6.26% | Add +4.8% | 271,114 | $27.1M |
| MML Investors Services, LLC | 0.07% | Reduce -6.4% | 268,483 | $26.8M |
| Vident Advisory, LLC | 0.25% | Add +1.0% | 251,324 | $25.1M |
| Financial Engines Advisors L.L.C. | 0.05% | Add +18.8% | 245,103 | $24.5M |
| Waldron Private Wealth LLC | 0.98% | Reduce -8.1% | 242,418 | $24.2M |
| Garde Capital, Inc. | 1.22% | Reduce -0.9% | 241,987 | $24.2M |
| Two Sigma Investments, LP | 0.04% | New | 235,800 | $23.6M |
| Venturi Wealth Management, LLC | 1.08% | Reduce -43.7% | 233,674 | $23.4M |
| Sanctuary Advisors, LLC | 0.13% | Add +8.1% | 220,437 | $22.0M |
| Integrated Advisors Network LLC | 0.91% | Add +10.4% | 216,061 | $21.6M |
| Strategies Wealth Advisors, LLC | 2.22% | Reduce -6.4% | 213,924 | $21.4M |
| Steele Capital Management, Inc. | 0.94% | Reduce -1.3% | 212,274 | $21.2M |
| Equitable Holdings, Inc. | 0.15% | Add +7.2% | 210,581 | $21.0M |
| Duncan Williams Asset Management, LLC | 5.84% | New | 207,794 | $20.8M |
| SkyOak Wealth, LLC | 3.84% | Reduce -1.6% | 203,536 | $20.3M |
| Salus Financial Advisors, LLC | 12.52% | Add +3.0% | 203,058 | $20.3M |
| Ironwood Wealth Management, Inc. | 8.93% | Add +0.9% | 198,807 | $19.5M |
| Curi Capital, LLC | 0.34% | Add +110.6% | 185,093 | $18.5M |
| Atria Investments, Inc | 0.21% | Add +1.1% | 179,943 | $18.0M |
| Rockefeller Capital Management L.P. | 0.03% | Add +4.2% | 177,961 | $17.8M |
| Petix & Botte Co | 4.02% | Reduce -7.8% | 174,452 | $17.4M |
| Birchcreek Wealth Management, LLC | 8.69% | Add +9.7% | 168,346 | $16.8M |
| High Probability Advisors, LLC | 2.28% | Add +3.7% | 166,629 | $16.7M |
| Richard W. Paul & Associates, LLC | 5.62% | Add +1.8% | 164,818 | $16.5M |
| Centaurus Financial, Inc. | 0.77% | Add +2.4% | 164,711 | $16.5M |
| Crescent Grove Advisors, LLC | 1.57% | Add +2.2% | 163,671 | $16.4M |
| Financial Partners Group, Inc | 2.00% | Add +0.1% | 160,363 | $16.0M |
| Stifel Financial Corp. | 0.01% | Add +16.3% | 152,478 | $15.2M |
| Savant Capital, LLC | 0.09% | Add +62.2% | 149,460 | $14.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Reduce -7.1% | 148,789 | $14.9M |
| Global Strategic Investment Solutions, LLC | 1.44% | Add +0.3% | 144,760 | $14.5M |
| Truist Financial Corp. | 0.02% | Add +15.3% | 142,135 | $14.2M |
| Concurrent Investment Advisors, LLC | 0.24% | Add +11.1% | 141,992 | $14.2M |
| Mfa Wealth Advisors, LLC | 3.06% | Add +1.2% | 140,045 | $14.0M |
| Cosner Financial Group, LLC | 7.45% | Reduce -1.6% | 138,653 | $13.9M |
| Baird Financial Group, Inc. | 0.02% | Reduce -9.8% | 136,971 | $13.7M |
| Fortress Financial Group, LLC | 10.50% | Add +3.3% | 136,958 | $13.7M |
| Carl P. Sherr & Co., LLC | 6.42% | Add +1.5% | 135,561 | $13.5M |
| Creative Planning | 0.01% | Reduce -2.7% | 135,026 | $13.5M |
| Kestra Advisory Services, LLC | 0.06% | Add +12.3% | 130,862 | $13.1M |
| Sigma Planning Corp | 0.36% | Add +1.6% | 128,229 | $12.8M |
| Ameritas Advisory Services, LLC | 0.83% | Add +63.0% | 127,097 | $12.7M |
| NewEdge Advisors, LLC | 0.06% | Add +2.2% | 122,430 | $12.2M |
| Independence Financial Advisors, LLC | 3.64% | Reduce -4.9% | 119,689 | $12.0M |
| Main Street Financial Solutions, LLC | 0.76% | Add +6.1% | 118,306 | $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.