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IUSV · iShares Core S&P U.S. Value ETF ETF

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$114.68 -0.70 (-0.60%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 8
Total Value: $134,198,165
Total Shares: 1,218,322

Institutional Ownership Trend

8 quarters

Holder Concentration

Across 8 13F filers · Δ vs Mar 31, 2026
Top Holder
81.9%
Mar 2020 → Jun 2026 · range 54.2% – 100.0%
+0.6 pts
Top 5
99.6%
Mar 2020 → Jun 2026 · range 83.9% – 100.0%
−0.4 pts
Top 10
100.0%
Mar 2020 → Jun 2026 · range 90.3% – 100.0%
0.0 pts
HHI
6,909
Mar 2020 → Jun 2026 · range 3,286 – 10,000
Highly concentrated−39

Quarterly Activity

vs Mar 31, 2026
New
6
Increased
0
Decreased
0
Sold Out
1
Unchanged
2
Holder count: +5
Institutional value: +2532.4%
Shares held: +2343.6%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 997,535 $109,878,480
Allianz Asset Management GmbH 170,990 $18,834,548
TOBIAS FINANCIAL ADVISORS, INC. 31,906 $3,514,445
CITADEL ADVISORS LLC 4,200 $462,630
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 4,187 $461,198

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
M&T Bank Corp 40,539 $4,145,112
Filter: New 6 Increased 0 Reduced 0 Sold out 1 Unchanged 2
Showing 8 of 8
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC IUSV $109,878,480 81.88% 997,535
Allianz Asset Management GmbH IUSV $18,834,548 14.03% 170,990
TOBIAS FINANCIAL ADVISORS, INC. IUSV $3,514,445 2.62% 31,906
MLG Wealth Management DBA Pine Grove Financial Group IUSV $1,007,542 0.75% 9,147
CITADEL ADVISORS LLC IUSV $462,630 0.34% 4,200
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co IUSV $461,198 0.34% 4,187
BROWN, LISLE/CUMMINGS, INC. IUSV $20,377 0.02% 185
TUCKER ASSET MANAGEMENT LLC IUSV $18,945 0.01% 172