iShares Core S&P U.S. ValueIUSVETF
13F holders, Q1 2026 (March 31)792holders −8
56new positions
55sold out
5famous investors
$102.08avg. 13F price*
At the end of Q1 2026, 792 institutions reported holding iShares Core S&P U.S. Value (IUSV) in their 13F filings, down 8 from Q4 2025. 56 opened new positions and 55 sold out. The largest holders were Bank of America Corp. ($8.5B), LPL Financial LLC ($1.8B) and Morgan Stanley ($1.0B). 5 famous investors held it, including Joel Greenblatt (0.1% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $89.3M |
| Exits | 55 | $34.0M |
All 13F filers, Q4 2025 → Q1 2026: 7,054,327 shares bought and 4,057,153 shares sold, net +2,997,174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 792 holders
| Bank of America Corp. | 0.62% | Reduce -0.0% | 83,374,722 | $8.5B |
| LPL Financial LLC | 0.47% | Add +5.0% | 17,225,624 | $1.8B |
| Morgan Stanley | 0.06% | Add +1.4% | 9,859,581 | $1.0B |
| Jones Financial Companies LLLP | 0.37% | Add +19.2% | 7,651,770 | $768.3M |
| Envestnet Asset Management Inc. | 0.20% | Add +20.7% | 7,165,021 | $732.6M |
| Signaturefd, LLC | 7.28% | Add +1.5% | 4,642,282 | $474.7M |
| Blue Trust, Inc. | 5.00% | Reduce -3.7% | 4,275,724 | $437.2M |
| Kestra Investment Management, LLC | 6.87% | Add +3.2% | 3,893,371 | $398.1M |
| Aspiriant, LLC | 10.73% | Add +2.8% | 3,683,055 | $376.6M |
| Merit Financial Group, LLC | 2.12% | Add +7.5% | 2,788,906 | $285.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -10.4% | 2,079,573 | $208.9M |
| Raymond James Financial Inc. | 0.05% | Reduce -4.7% | 1,640,137 | $167.7M |
| UBS Group AG | 0.03% | Reduce -0.8% | 1,599,208 | $163.5M |
| Royal Bank of Canada | 0.03% | Add +2.0% | 1,508,476 | $154.2M |
| PNC Financial Services Group, Inc. | 0.08% | Add +17.9% | 1,437,925 | $147.0M |
| Auto-Owners Insurance Co | 2.90% | No change | 1,354,000 | $138.6M |
| Benjamin Edwards Inc. | 1.33% | Add +14.4% | 1,313,006 | $134.3M |
| Modera Wealth Management, LLC | 1.46% | Reduce -0.5% | 1,187,481 | $121.4M |
| Wells Fargo & Company | 0.02% | Add +8.2% | 1,183,894 | $121.1M |
| Blair William & Co. | 0.34% | Add +6.6% | 1,165,952 | $119.2M |
| Foster Group, Inc. | 3.38% | Add +2.9% | 1,112,192 | $113.7M |
| Natixis Advisors, LLC | 0.15% | Add +15.5% | 1,024,836 | $104.8M |
| Corient Private Wealth LP | 0.12% | Add +4.5% | 818,409 | $83.3M |
| Canandaigua National Corp. | 7.42% | — | 810,696 | $82.9M |
| Venturi Wealth Management, LLC | 3.65% | Reduce -39.0% | 791,991 | $81.0M |
| HighTower Advisors, LLC | 0.08% | Add +1.4% | 717,475 | $73.4M |
| Cetera Investment Advisers | 0.08% | Reduce -4.4% | 710,815 | $72.7M |
| Principal Securities, Inc. | 1.05% | Add +11.9% | 702,083 | $71.8M |
| Sequoia Financial Advisors, LLC | 0.40% | Add +0.1% | 695,650 | $71.1M |
| Commonwealth Equity Services, LLC | 0.09% | Reduce -43.3% | 658,576 | $67.3M |
| McGlone Suttner Wealth Management, Inc. | 8.85% | Add +1.5% | 653,302 | $66.8M |
| Allworth Financial LP | 0.25% | Reduce -2.4% | 597,602 | $61.1M |
| Cwm, LLC | 0.15% | Reduce -7.2% | 568,929 | $58.2M |
| Allspring Global Investments Holdings, LLC | 0.09% | Reduce -3.3% | 525,572 | $53.7M |
| Osaic Holdings, Inc. | 0.08% | Add +2.1% | 513,451 | $52.5M |
| FMR LLC | 0.00% | Add +1.5% | 477,801 | $48.9M |
| Nadler Financial Group, Inc. | 4.47% | Reduce -1.1% | 453,426 | $46.4M |
| Curi Capital, LLC | 0.82% | Add +44.6% | 449,471 | $46.0M |
| Kintra Wealth, LLC | 3.20% | New | 442,950 | $45.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -22.4% | 434,741 | $44.5M |
| Focus Partners Wealth | 0.05% | Reduce -6.7% | 418,662 | $42.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.5% | 417,873 | $42.7M |
| Flagship Harbor Advisors, LLC | 1.83% | Reduce -6.4% | 407,856 | $41.7M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -13.4% | 390,733 | $40.1M |
| Tanglewood Legacy Advisors, LLC | 14.11% | Add +7.1% | 381,429 | $39.0M |
| Atlantic Union Bankshares Corp | 0.72% | Add +1.8% | 367,483 | $37.6M |
| Veracity Capital LLC | 13.18% | Reduce -10.9% | 360,856 | $36.9M |
| Howe & Rusling Inc. | 2.39% | Add +2.7% | 358,791 | $36.7M |
| Hantz Financial Services, Inc. | 0.56% | Add +3.1% | 358,137 | $36.6M |
| Financial Engines Advisors L.L.C. | 0.07% | Add +19.3% | 344,715 | $35.2M |
| Townsend & Associates, Inc | 2.94% | Reduce -12.1% | 319,320 | $34.1M |
| PCA Investment Advisory Services Inc. | 10.95% | Add +6.1% | 320,867 | $32.8M |
| Madison Wealth Partners, Inc | 5.09% | Add +0.1% | 312,125 | $31.9M |
| ForthRight Wealth Management, LLC | 8.77% | Add +0.6% | 302,273 | $30.9M |
| DDFG, Inc | 6.55% | Add +6.1% | 297,363 | $30.4M |
| Southern Capital Advisors, LLC | 14.15% | Add +0.7% | 295,600 | $30.2M |
| Kestra Private Wealth Services, LLC | 0.36% | Reduce -16.1% | 286,084 | $29.3M |
| Duncan Williams Asset Management, LLC | 7.67% | Reduce -0.9% | 270,470 | $27.7M |
| Vident Advisory, LLC | 0.22% | Add +4.4% | 250,032 | $25.6M |
| MML Investors Services, LLC | 0.07% | Reduce -13.3% | 249,807 | $25.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -36.3% | 246,630 | $25.2M |
| Gotham Asset Management | 0.08% | Add +87.5% | 240,968 | $24.6M |
| Garde Capital, Inc. | 1.45% | Reduce -1.6% | 237,433 | $24.3M |
| Waldron Private Wealth LLC | 0.94% | Reduce -2.2% | 234,683 | $24.0M |
| GDS Wealth Management | 1.40% | Reduce -5.5% | 228,072 | $23.3M |
| Sanctuary Advisors, LLC | 0.13% | Add +4.5% | 226,681 | $23.2M |
| Salus Financial Advisors, LLC | 13.43% | Add +8.8% | 225,265 | $23.0M |
| Alliance Private Wealth, LLC | 8.12% | Add +1.1% | 220,943 | $22.6M |
| Private Advisor Group, LLC | 0.11% | Reduce -38.4% | 219,581 | $22.5M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -0.0% | 216,562 | $22.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +0.7% | 211,610 | $21.6M |
| Steele Capital Management, Inc. | 0.89% | Reduce -0.7% | 209,516 | $21.4M |
| Kestra Advisory Services, LLC | 0.08% | Add +22.3% | 206,404 | $21.1M |
| Strategies Wealth Advisors, LLC | 2.09% | Reduce -3.6% | 203,013 | $20.8M |
| Birchcreek Wealth Management, LLC | 9.94% | Add +1.3% | 201,795 | $20.6M |
| SkyOak Wealth, LLC | 3.75% | Reduce -0.3% | 200,476 | $20.5M |
| Ironwood Wealth Management, Inc. | 9.08% | Reduce -0.8% | 192,555 | $20.3M |
| Richard W. Paul & Associates, LLC | 6.27% | Add +4.2% | 182,128 | $18.6M |
| High Probability Advisors, LLC | 2.33% | Add +3.9% | 178,271 | $18.2M |
| Crescent Grove Advisors, LLC | 1.65% | Reduce -0.5% | 162,440 | $16.6M |
| Financial Partners Group, Inc | 1.97% | Add +0.6% | 161,395 | $16.5M |
| Mfa Wealth Advisors, LLC | 3.21% | Add +6.9% | 159,592 | $16.3M |
| Concurrent Investment Advisors, LLC | 0.18% | Add +1.9% | 158,595 | $16.2M |
| Equitable Holdings, Inc. | 0.10% | Add +43.4% | 331,227 | $16.1M |
| United Capital Financial Advisors, LLC | 0.10% | Add +20.1% | 156,812 | $16.0M |
| Trek Financial, LLC | 0.84% | Reduce -32.8% | 155,090 | $15.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Add +1.6% | 153,047 | $15.6M |
| Stifel Financial Corp. | 0.01% | Reduce -7.0% | 151,232 | $15.5M |
| Allianz Asset Management GmbH | 0.02% | New | 149,660 | $15.3M |
| Savant Capital, LLC | 0.07% | Reduce -0.5% | 147,252 | $15.1M |
| Global Strategic Investment Solutions, LLC | 1.47% | Add +0.3% | 145,694 | $14.9M |
| Cosner Financial Group, LLC | 7.86% | Add +0.3% | 139,863 | $14.3M |
| Fortress Financial Group, LLC | 10.54% | Reduce -1.1% | 139,371 | $14.3M |
| Carl P. Sherr & Co., LLC | 6.55% | Reduce -0.4% | 136,427 | $13.9M |
| Creative Planning | 0.01% | Add +0.9% | 134,278 | $13.7M |
| NewEdge Advisors, LLC | 0.05% | Add +5.6% | 130,212 | $13.3M |
| Main Street Financial Solutions, LLC | 0.94% | Add +7.3% | 126,236 | $12.9M |
| Baird Financial Group, Inc. | 0.02% | Reduce -57.3% | 125,476 | $12.8M |
| Keenan, LLC | 10.42% | Add +14.5% | 120,130 | $12.4M |
| Creative Financial Designs Inc. | 0.74% | Add +2.4% | 119,388 | $12.2M |
"% 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.