ISHARES CORE S&P U.S. VALUE IUSV
$111.58
+1.0% 52w: $95.63 – $111.58
Latest 13F among current holders filed 21 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data95.63103.61111.58
Aug 18, 2025 Jul 2, 2026
Institutional holders
790
-7 QoQ
13F value
$20.07B
+0.6% QoQ
Smart-money holders
15
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$286K calls / — puts
Institutional value by quarter
Number of holders
Who owns IUSV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 83.4M | $8.53B | 0.6% | 0.0% |
| LPL Financial LLC | Bank broker | 17.2M | $1.76B | 0.5% | +5.0% |
| MORGAN STANLEY | Bank broker | 9.9M | $1.01B | 0.1% | +1.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 7.7M | $768.3M | 0.4% | +19.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 7.2M | $732.6M | 0.2% | +20.7% |
| SIGNATUREFD, LLC | Wealth advisor | 4.6M | $474.7M | 7.3% | +1.5% |
| Blue Trust, Inc. | Wealth advisor | 4.3M | $437.2M | 5.0% | -3.7% |
| Kestra Investment Management, LLC | Wealth advisor | 3.9M | $398.1M | 6.9% | +3.2% |
| ASPIRIANT, LLC | Wealth advisor | 3.7M | $376.6M | 10.7% | +2.8% |
| Merit Financial Group, LLC | Wealth advisor | 2.8M | $285.2M | 2.1% | +7.5% |
| JPMORGAN CHASE & CO | Bank broker | 2.1M | $208.9M | 0.0% | -10.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.6M | $167.7M | 0.1% | -4.7% |
| UBS Group AG | Bank broker | 1.6M | $163.5M | 0.0% | -0.8% |
| ROYAL BANK OF CANADA | Bank broker | 1.5M | $154.2M | 0.0% | +2.0% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.4M | $147.0M | 0.1% | +18.0% |
| Auto-Owners Insurance Co | Wealth advisor | 1.4M | $138.6M | — | Held |
| BENJAMIN EDWARDS INC | Diversified mechanical | 1.3M | $134.3M | 1.3% | +14.4% |
| Modera Wealth Management, LLC | Wealth advisor | 1.2M | $121.4M | 1.5% | -0.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.2M | $121.1M | 0.0% | +8.2% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 1.2M | $119.2M | 0.3% | +6.6% |
| Foster Group, Inc. | Wealth advisor | 1.1M | $113.7M | 3.4% | +2.9% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 1.0M | $104.8M | 0.1% | +15.5% |
| Corient Private Wealth LLC | Diversified mechanical | 818.4K | $83.3M | 0.1% | -45.0% |
| CANANDAIGUA NATIONAL CORP | Other | 810.7K | $82.9M | 7.4% | — |
| Venturi Wealth Management, LLC | Diversified mechanical | 792.0K | $81.0M | 3.6% | -39.0% |
| HighTower Advisors, LLC | Diversified mechanical | 717.5K | $73.4M | 0.1% | +1.4% |
| Cetera Investment Advisers | Wealth advisor | 710.8K | $72.7M | 0.1% | -4.4% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 702.1K | $71.8M | 1.1% | +11.9% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 695.6K | $71.1M | 0.4% | +0.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 658.6K | $67.3M | 0.1% | -43.3% |
| McGlone Suttner Wealth Management, Inc. | Wealth advisor | 653.3K | $66.8M | 8.8% | +1.5% |
| Allworth Financial LP | Wealth advisor | 597.6K | $61.1M | 0.2% | -2.3% |
| CWM, LLC | Wealth advisor | 568.9K | $58.2M | 0.2% | -7.2% |
| Allspring Global Investments Holdings, LLC | Diversified mechanical | 525.6K | $53.7M | 0.1% | -3.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 513.5K | $52.5M | 0.1% | +2.1% |
| FMR LLC | Long only active | 477.8K | $48.9M | 0.0% | +1.5% |
| Nadler Financial Group, Inc. | Wealth advisor | 453.4K | $46.4M | 4.5% | -1.1% |
| Curi Capital, LLC | Other | 449.5K | $46.0M | 0.8% | +44.6% |
| KINTRA WEALTH, LLC | Wealth advisor | 442.9K | $45.3M | 3.2% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 434.7K | $44.5M | 0.0% | -22.4% |
| Focus Partners Wealth | Wealth advisor | 418.7K | $42.8M | 0.0% | -6.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 417.9K | $42.7M | 0.0% | -0.5% |
| FLAGSHIP HARBOR ADVISORS, LLC | Wealth advisor | 407.9K | $41.7M | 1.8% | -6.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 390.7K | $40.1M | — | -13.4% |
| Tanglewood Legacy Advisors, LLC | Wealth advisor | 381.4K | $39.0M | 14.1% | +7.1% |
| Atlantic Union Bankshares Corp | Other | 367.5K | $37.6M | 0.7% | +1.8% |
| Veracity Capital LLC | Wealth advisor | 360.9K | $36.9M | 13.2% | -10.9% |
| HOWE & RUSLING INC | Other | 358.8K | $36.7M | 2.4% | +2.7% |
| HANTZ FINANCIAL SERVICES, INC. | Wealth advisor | 358.1K | $36.6M | 0.6% | +3.1% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 344.7K | $35.2M | 0.1% | +19.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.