IUSV Institutional Ownership & Shareholders
ISHARES CORE S&P U.S. VALUE (IUSV) is currently held by 815 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $21.79B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IUSV tracked by InsiderSet, reporting ownership valued at approximately $9.60B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.08B, representing an estimated gain of +5.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed IUSV value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES CORE S&P U.S. VALUE (IUSV).
This page ranks the largest institutional IUSV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
815
Total Reported Value
$21.79B
Largest Holder
Bank Of America Corp
Largest Position
$9.60B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.62% | 87,142,505 | $9,598,746,905 | $10,083,259,254 | +$484,512,349 | +5.05% | |
| Lpl Financial Llc | 0.43% | 17,438,274 | $1,920,825,845 | $2,017,782,685 | +$96,956,840 | +5.05% | |
| Morgan Stanley | 0.06% | 9,794,840 | $1,078,901,866 | $1,133,360,936 | +$54,459,070 | +5.05% | |
| Jones Financial Companies Lllp | 0.36% | 8,102,785 | $889,936,416 | $937,573,252 | +$47,636,836 | +5.35% | |
| Envestnet Asset Management Inc | 0.20% | 7,575,951 | $834,476,936 | $876,613,290 | +$42,136,354 | +5.05% | |
| Signaturefd, Llc | 7.21% | 5,075,823 | $559,761,767 | $587,323,479 | +$27,561,712 | +4.92% | |
| Blue Trust, Inc. | 4.88% | 4,206,809 | $463,926,949 | $486,769,869 | +$22,842,920 | +4.92% | |
| Aspiriant, Llc | 10.19% | 3,771,780 | $415,952,058 | $436,432,664 | +$20,480,606 | +4.92% | |
| Merit Financial Group, Llc | 2.04% | 2,976,786 | $327,892,971 | $344,443,908 | +$16,550,937 | +5.05% | |
| Jpmorgan Chase & Co | 0.01% | 1,917,456 | $211,322,991 | $221,868,834 | +$10,545,843 | +4.99% | |
| Raymond James Financial Inc | 0.05% | 1,655,527 | $182,356,314 | $191,561,029 | +$9,204,715 | +5.05% | |
| Pnc Financial Services Group, Inc. | 0.09% | 1,579,710 | $174,005,016 | $182,788,244 | +$8,783,228 | +5.05% | |
| Royal Bank Of Canada | 0.03% | 1,576,412 | $173,641,000 | $182,406,633 | +$8,765,633 | +5.05% | |
| Ubs Group Ag | 0.03% | 1,540,958 | $169,736,523 | $178,304,250 | +$8,567,727 | +5.05% | |
| Benjamin Edwards Inc | 1.40% | 1,392,296 | $153,364,331 | $161,102,570 | +$7,738,239 | +5.05% | |
| Modera Wealth Management, Llc | 1.39% | 1,199,316 | $132,260,607 | $138,772,854 | +$6,512,247 | +4.92% | |
| Blair William & Co/Il | 0.34% | 1,189,639 | $131,038,719 | $137,653,129 | +$6,614,410 | +5.05% | |
| Foster Group, Inc. | 3.40% | 1,133,978 | $125,055,048 | $131,212,594 | +$6,157,546 | +4.92% | |
| Natixis Advisors, Llc | 0.14% | 1,131,519 | $124,636,000 | $130,928,063 | +$6,292,063 | +5.05% | |
| Corient Private Wealth Llc | 0.15% | 997,535 | $109,878,905 | $115,424,775 | +$5,545,870 | +5.05% | |
| Auto-Owners Insurance Co | 2.99% | 864,000 | $95,575,680 | $99,973,440 | +$4,397,760 | +4.60% | |
| Wells Fargo & Company/Mn | 0.02% | 851,253 | $93,765,455 | $98,498,485 | +$4,733,030 | +5.05% | |
| Cetera Investment Advisers | 0.08% | 755,194 | $83,184,475 | $87,383,498 | +$4,199,023 | +5.05% | |
| Canandaigua National Corp | 7.42% | 810,696 | $82,893,666 | $93,805,634 | +$10,911,968 | +13.16% | |
| Sequoia Financial Advisors | 0.38% | 695,001 | $76,554,390 | $80,418,566 | +$3,864,176 | +5.05% | |
| Mcglone Suttner Wealth Management, Inc. | 8.62% | 673,208 | $74,241,384 | $77,896,898 | +$3,655,514 | +4.92% | |
| Principal Securities, Inc. | 0.89% | 671,256 | $73,938,845 | $77,671,032 | +$3,732,187 | +5.05% | |
| Commonwealth Equity Services, Llc | 0.09% | 669,764 | $73,774,494 | $77,498,392 | +$3,723,898 | +5.05% | |
| Kintra Wealth, Llc | 3.57% | 591,891 | $68,256,894 | $68,487,708 | +$230,814 | +0.34% | |
| Osaic Holdings, Inc. | 0.08% | 603,501 | $66,491,162 | $69,831,101 | +$3,339,939 | +5.02% | |
| Allworth Financial Lp | 0.28% | 587,665 | $64,731,335 | $67,998,717 | +$3,267,382 | +5.05% | |
| Curi Capital, Llc | 0.98% | 573,084 | $63,125,259 | $66,311,550 | +$3,186,291 | +5.05% | |
| Allspring Global Investments Holdings, Llc | 0.09% | 532,868 | $58,695,410 | $61,658,156 | +$2,962,746 | +5.05% | |
| Cwm, Llc | 0.15% | 568,929 | $58,172,956 | $65,830,775 | +$7,657,819 | +13.16% | |
| Fmr Llc | 0.00% | 482,741 | $53,173,891 | $55,857,961 | +$2,684,070 | +5.05% | |
| Goldman Sachs Group Inc | 0.01% | 472,655 | $52,062,898 | $54,690,910 | +$2,628,012 | +5.05% | |
| Ameriprise Financial Inc | 0.01% | 460,850 | $50,706,269 | $53,324,954 | +$2,618,685 | +5.16% | |
| Flagship Harbor Advisors, Llc | 1.87% | 455,717 | $50,256,335 | $52,731,014 | +$2,474,679 | +4.92% | |
| Arax Advisory Partners | 0.33% | 450,235 | $49,593,346 | $52,096,692 | +$2,503,346 | +5.05% | |
| Nadler Financial Group, Inc. | 3.99% | 432,839 | $47,733,462 | $50,083,801 | +$2,350,339 | +4.92% | |
| Howe & Rusling Inc | 2.66% | 416,948 | $45,926,826 | $48,245,053 | +$2,318,227 | +5.05% | |
| Janney Montgomery Scott Llc | 0.09% | 410,476 | $45,214,000 | $47,496,178 | +$2,282,178 | +5.05% | |
| Wealth Enhancement Advisory Services, Llc | 0.07% | 392,932 | $44,094,870 | $45,466,162 | +$1,371,292 | +3.11% | |
| Gotham Asset Management, Llc | 0.10% | 398,466 | $43,891,030 | $46,106,501 | +$2,215,471 | +5.05% | |
| Focus Partners Wealth | 0.04% | 397,894 | $43,828,079 | $46,040,315 | +$2,212,236 | +5.05% | |
| Financial Engines Advisors L.L.C. | 0.08% | 397,448 | $43,778,897 | $45,988,708 | +$2,209,811 | +5.05% | |
| Tanglewood Legacy Advisors, Llc | 13.63% | 383,487 | $42,241,154 | $44,373,281 | +$2,132,127 | +5.05% | |
| Atlantic Union Bankshares Corp | 0.69% | 375,135 | $41,321,107 | $43,406,871 | +$2,085,764 | +5.05% | |
| Veracity Capital Llc | 11.10% | 374,015 | $41,246,344 | $43,277,276 | +$2,030,932 | +4.92% | |
| Hantz Financial Services, Inc. | 0.53% | 354,360 | $39,033,000 | $41,002,996 | +$1,969,996 | +5.05% |
Frequently asked questions about IUSV
Who are the largest institutional holders of IUSV?
The largest institutional holders of IUSV reported in the latest SEC Form 13F filings include Bank Of America Corp, Lpl Financial Llc, Morgan Stanley, Jones Financial Companies Lllp, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported IUSV position.
What is IUSV institutional ownership?
This page tracks IUSV positions reported by institutional investment managers through SEC Form 13F. ISHARES CORE S&P U.S. VALUE (IUSV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IUSV?
InsiderSet currently tracks 815 institutional managers reporting IUSV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IUSV shareholders.
How much IUSV stock do institutions own?
Institutional investment managers disclosed approximately $21.79B in IUSV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IUSV institutional ownership last updated?
The latest IUSV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IUSV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IUSV position after the reporting date.
Are institutions buying or selling IUSV?
Institutional buying and selling can be analyzed by comparing IUSV positions across consecutive 13F reporting periods. InsiderSet's IUSV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IUSV ownership changes.
How has IUSV institutional ownership changed over time?
InsiderSet tracks IUSV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.