iShares Core S&P U.S. ValueIUSVETF
13F holders, Q4 2025 (December 31)800holders +52
65new positions
43sold out
5famous investors
$102.57avg. 13F price*
At the end of Q4 2025, 800 institutions reported holding iShares Core S&P U.S. Value (IUSV) in their 13F filings, up 52 from Q3 2025. 65 opened new positions and 43 sold out. The largest holders were Bank of America Corp. ($8.6B), LPL Financial LLC ($1.7B) and Morgan Stanley ($996.8M). 5 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $33.8M |
| Exits | 43 | $47.2M |
All 13F filers, Q3 2025 → Q4 2025: 11,297,872 shares bought and 2,672,326 shares sold, net +8,625,546 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 800 holders
| Bank of America Corp. | 0.62% | Add +4.0% | 83,401,630 | $8.6B |
| LPL Financial LLC | 0.46% | Add +3.6% | 16,406,531 | $1.7B |
| Morgan Stanley | 0.06% | Add +7.0% | 9,720,751 | $996.8M |
| Jones Financial Companies LLLP | 0.40% | Add +4.7% | 6,417,565 | $658.1M |
| Envestnet Asset Management Inc. | 0.18% | Add +2.2% | 5,937,609 | $608.8M |
| Signaturefd, LLC | 7.16% | Add +1.9% | 4,573,759 | $469.0M |
| Blue Trust, Inc. | 5.14% | Reduce -11.1% | 4,438,008 | $455.1M |
| Kestra Investment Management, LLC | 9.46% | Add +11.9% | 3,772,169 | $386.8M |
| Aspiriant, LLC | 10.55% | Reduce -0.5% | 3,582,196 | $367.3M |
| Merit Financial Group, LLC | 2.14% | Add +10.7% | 2,594,909 | $266.1M |
| JPMorgan Chase & Co. | 0.02% | Add +2.7% | 2,322,260 | $238.1M |
| Raymond James Financial Inc. | 0.05% | Add +13.9% | 1,720,462 | $176.4M |
| UBS Group AG | 0.03% | Add +1.6% | 1,612,088 | $165.3M |
| Royal Bank of Canada | 0.03% | Add +1.2% | 1,478,589 | $151.6M |
| Auto-Owners Insurance Co | 2.92% | Add +56.7% | 1,354,000 | $139.0M |
| Venturi Wealth Management, LLC | 5.91% | Add +455.2% | 1,297,346 | $133.0M |
| PNC Financial Services Group, Inc. | 0.07% | Add +49.0% | 1,219,063 | $125.0M |
| Modera Wealth Management, LLC | 1.42% | Reduce -5.2% | 1,193,892 | $122.4M |
| Commonwealth Equity Services, LLC | 0.16% | Reduce -9.0% | 1,161,647 | $119.1M |
| Benjamin Edwards Inc. | 1.30% | Add +6.8% | 1,148,105 | $117.7M |
| Wells Fargo & Company | 0.02% | Add +1.9% | 1,094,673 | $112.2M |
| Blair William & Co. | 0.30% | Add +5.0% | 1,093,999 | $112.2M |
| Foster Group, Inc. | 3.35% | Add +4.0% | 1,080,840 | $110.8M |
| Natixis Advisors, LLC | 0.13% | Add +9.3% | 887,030 | $91.0M |
| Canandaigua National Bank & Trust Co. | 7.94% | Add +3.2% | 863,837 | $88.6M |
| Corient Private Wealth LP | 0.11% | Add +75.5% | 783,408 | $80.3M |
| Cetera Investment Advisers | 0.08% | Reduce -9.8% | 743,600 | $76.2M |
| HighTower Advisors, LLC | 0.08% | Add +11.3% | 707,465 | $72.5M |
| Sequoia Financial Advisors, LLC | 0.40% | Add +8501.9% | 695,290 | $71.3M |
| McGlone Suttner Wealth Management, Inc. | 8.88% | Add +3.0% | 643,874 | $66.0M |
| Principal Securities, Inc. | 0.99% | Reduce -14.8% | 627,649 | $64.4M |
| Cwm, LLC | 0.17% | Reduce -1.5% | 613,072 | $62.9M |
| Allworth Financial LP | 0.26% | Reduce -4.3% | 611,958 | $62.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -5.3% | 560,171 | $57.4M |
| Allspring Global Investments Holdings, LLC | 0.09% | No change | 543,586 | $56.0M |
| Osaic Holdings, Inc. | 0.08% | Reduce -2.9% | 502,725 | $51.6M |
| FMR LLC | 0.00% | Reduce -1.4% | 470,937 | $48.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -1.4% | 451,423 | $47.3M |
| Nadler Financial Group, Inc. | 4.37% | Add +2.6% | 458,335 | $47.0M |
| Focus Partners Wealth | 0.05% | Add +14.0% | 448,877 | $45.9M |
| Flagship Harbor Advisors, LLC | 2.11% | Add +6.8% | 435,777 | $44.7M |
| Ameriprise Financial Inc. | 0.01% | Add +1.4% | 419,783 | $43.0M |
| Veracity Capital LLC | 12.31% | Add +4.1% | 404,951 | $41.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +3.7% | 387,312 | $39.7M |
| Townsend & Associates, Inc | 3.42% | Add +0.4% | 363,295 | $38.3M |
| Atlantic Union Bankshares Corp | 0.69% | Reduce -0.7% | 360,923 | $37.0M |
| Private Advisor Group, LLC | 0.17% | Add +0.4% | 356,596 | $36.6M |
| Tanglewood Legacy Advisors, LLC | 13.71% | Reduce -44.7% | 356,075 | $36.5M |
| Howe & Rusling Inc. | 2.37% | Add +2.2% | 349,317 | $35.8M |
| Hantz Financial Services, Inc. | 0.52% | Reduce -0.2% | 347,406 | $35.6M |
| Kestra Private Wealth Services, LLC | 0.43% | Reduce -3.2% | 340,869 | $35.0M |
| Madison Wealth Partners, Inc | 5.84% | Add +4.4% | 311,949 | $32.0M |
| Curi Capital, LLC | 0.55% | Add +67.9% | 310,799 | $31.9M |
| PCA Investment Advisory Services Inc. | 10.84% | Add +8.4% | 302,508 | $31.0M |
| ForthRight Wealth Management, LLC | 8.86% | Add +0.1% | 300,457 | $30.8M |
| Baird Financial Group, Inc. | 0.05% | Add +114.4% | 293,611 | $30.1M |
| Southern Capital Advisors, LLC | 13.89% | Add +2.3% | 293,510 | $30.1M |
| Financial Engines Advisors L.L.C. | 0.06% | Add +17.9% | 289,006 | $29.6M |
| MML Investors Services, LLC | 0.07% | Add +7.3% | 287,995 | $29.5M |
| Duncan Williams Asset Management, LLC | 7.26% | Add +31.3% | 272,824 | $29.2M |
| DDFG, Inc | 6.29% | Add +3.4% | 280,310 | $28.7M |
| GDS Wealth Management | 1.55% | Reduce -18.3% | 241,470 | $24.8M |
| Garde Capital, Inc. | 1.47% | Reduce -0.3% | 241,369 | $24.7M |
| Waldron Private Wealth LLC | 0.97% | Reduce -1.0% | 239,937 | $24.6M |
| Vident Advisory, LLC | 0.23% | Reduce -4.7% | 239,554 | $24.6M |
| Equitable Holdings, Inc. | 0.16% | Add +9.7% | 231,021 | $23.7M |
| Trek Financial, LLC | 1.37% | Add +299.4% | 230,602 | $23.6M |
| Alliance Private Wealth, LLC | 8.06% | — | 218,577 | $23.2M |
| Sanctuary Advisors, LLC | 0.12% | Reduce -1.6% | 216,867 | $22.2M |
| Rockefeller Capital Management L.P. | 0.04% | Add +21.7% | 216,637 | $22.2M |
| Steele Capital Management, Inc. | 0.93% | Reduce -0.6% | 210,907 | $21.6M |
| Strategies Wealth Advisors, LLC | 2.16% | Reduce -1.6% | 210,546 | $21.6M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -30.4% | 210,157 | $21.5M |
| Salus Financial Advisors, LLC | 12.72% | Add +1.9% | 206,991 | $21.2M |
| SkyOak Wealth, LLC | 3.71% | Reduce -1.2% | 201,021 | $20.6M |
| Birchcreek Wealth Management, LLC | 10.03% | Add +18.4% | 199,277 | $20.4M |
| Ironwood Wealth Management, Inc. | 9.16% | Reduce -2.4% | 194,014 | $20.4M |
| Integrated Advisors Network LLC | 0.81% | Reduce -17.1% | 179,016 | $18.4M |
| Richard W. Paul & Associates, LLC | 5.95% | Add +6.1% | 174,875 | $17.9M |
| High Probability Advisors, LLC | 2.35% | Add +3.0% | 171,585 | $17.6M |
| Atria Investments, Inc | 0.20% | Reduce -5.9% | 169,310 | $17.4M |
| Kestra Advisory Services, LLC | 0.07% | Add +29.0% | 168,795 | $17.3M |
| Centaurus Financial, Inc. | 0.78% | Add +1.0% | 166,357 | $17.1M |
| Financial Partners Group, Inc | 1.95% | Add +0.0% | 160,364 | $16.9M |
| Crescent Grove Advisors, LLC | 1.59% | Reduce -0.3% | 163,211 | $16.7M |
| Stifel Financial Corp. | 0.01% | Add +6.6% | 162,531 | $16.7M |
| Concurrent Investment Advisors, LLC | 0.18% | Add +9.6% | 155,566 | $16.0M |
| Petix & Botte Co | 3.55% | Reduce -12.6% | 152,471 | $15.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Add +1.2% | 150,621 | $15.4M |
| Mfa Wealth Advisors, LLC | 3.23% | Add +6.6% | 149,236 | $15.3M |
| Savant Capital, LLC | 0.09% | Reduce -1.0% | 147,964 | $15.2M |
| Global Strategic Investment Solutions, LLC | 1.46% | Add +0.4% | 145,310 | $14.9M |
| Truist Financial Corp. | 0.02% | Reduce -0.3% | 141,729 | $14.5M |
| Fortress Financial Group, LLC | 10.67% | Add +3.0% | 140,995 | $14.5M |
| Carl P. Sherr & Co., LLC | 6.43% | Add +1.1% | 136,991 | $14.4M |
| Cosner Financial Group, LLC | 7.30% | Add +0.6% | 139,518 | $14.3M |
| Creative Planning | 0.01% | Reduce -1.5% | 133,060 | $13.6M |
| United Capital Financial Advisors, LLC | 0.08% | Add +14.6% | 130,522 | $13.4M |
| Gotham Asset Management | 0.05% | Add +168.1% | 128,490 | $13.2M |
| Dean Investment Associates, LLC | 1.84% | Add +533.2% | 125,726 | $12.9M |
"% 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.