ISHARES CORE S&P U.S. VALUE (IUSV) Institutional Ownership

IUSV is currently held by 3 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $74.06M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $71.13M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's IUSV position is now estimated to be worth approximately $76.08M, representing an estimated gain of +6.95% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, Renaissance Technologies LLC, Matrix Private Capital Group, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional position trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES CORE S&P U.S. VALUE (IUSV).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20263$74,055,249724,257
Q4 20252$76,186,219742,990
Q3 20252$4,635,97846,383
Q2 20252$3,611,13838,161
Q1 20251$1,279,53013,864
Q4 20242$2,311,11124,961
Q3 20242$3,965,03041,523
Q2 20241$1,227,99813,934
Q1 20242$1,319,57327,078
Q4 20233$1,413,11577,796
Q3 20233$1,446,53845,053
Q2 20233$1,576,79747,321
IUSV Institutional Ownership and 13F Activity Q1 2026 | InsiderSet