ISHARES CORE S&P U.S. VALUE (IUSV) Top Institutional Shareholders
ISHARES CORE S&P U.S. VALUE (IUSV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $19.65B in IUSV holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IUSV tracked by InsiderSet, reporting ownership valued at approximately $8.53B in its March 31, 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 $9.31B, representing an estimated gain of +9.25% 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
778
Total Reported Value
$19.65B
Largest Holder
Bank Of America Corp
Largest Position
$8.53B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
52
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% | 83,374,722 | $8,525,065,340 | $9,313,790,195 | +$788,724,855 | +9.25% | |
| Lpl Financial Llc | 0.47% | 17,225,624 | $1,761,320,029 | $1,924,274,457 | +$162,954,428 | +9.25% | |
| Morgan Stanley | 0.06% | 9,859,581 | $1,008,142,384 | $1,101,413,794 | +$93,271,410 | +9.25% | |
| Jones Financial Companies Lllp | 0.37% | 7,651,770 | $768,343,798 | $854,779,227 | +$86,435,429 | +11.25% | |
| Envestnet Asset Management Inc | 0.20% | 7,165,021 | $732,623,379 | $800,404,496 | +$67,781,117 | +9.25% | |
| Signaturefd, Llc | 7.28% | 4,642,282 | $474,673,380 | $518,589,322 | +$43,915,942 | +9.25% | |
| Blue Trust, Inc. | 5.00% | 4,275,724 | $437,192,844 | $477,641,128 | +$40,448,284 | +9.25% | |
| Kestra Investment Management, Llc | 6.87% | 3,893,371 | $398,097,204 | $434,928,474 | +$36,831,270 | +9.25% | |
| Aspiriant, Llc | 10.73% | 3,683,055 | $376,592,485 | $411,434,074 | +$34,841,589 | +9.25% | |
| Merit Financial Group, Llc | 2.12% | 2,788,906 | $285,165,568 | $311,548,689 | +$26,383,121 | +9.25% | |
| Raymond James Financial Inc | 0.05% | 1,640,137 | $167,704,060 | $183,219,704 | +$15,515,644 | +9.25% | |
| Ubs Group Ag | 0.03% | 1,599,208 | $163,519,019 | $178,647,526 | +$15,128,507 | +9.25% | |
| Royal Bank Of Canada | 0.03% | 1,508,476 | $154,242,000 | $168,511,854 | +$14,269,854 | +9.25% | |
| Pnc Financial Services Group, Inc. | 0.09% | 1,414,846 | $144,667,959 | $158,052,447 | +$13,384,488 | +9.25% | |
| Auto-Owners Insurance Co | 2.90% | 1,354,000 | $138,649,600 | $151,255,340 | +$12,605,740 | +9.09% | |
| Benjamin Edwards Inc | 1.33% | 1,313,006 | $134,258,405 | $146,675,900 | +$12,417,495 | +9.25% | |
| Foster Group, Inc. | 3.31% | 1,131,712 | $124,658,103 | $126,423,548 | +$1,765,445 | +1.42% | |
| Modera Wealth Management, Llc | 1.46% | 1,187,481 | $121,419,906 | $132,653,503 | +$11,233,597 | +9.25% | |
| Wells Fargo & Company/Mn | 0.02% | 1,183,894 | $121,053,167 | $132,252,799 | +$11,199,632 | +9.25% | |
| Blair William & Co/Il | 0.34% | 1,165,952 | $119,218,604 | $130,248,498 | +$11,029,894 | +9.25% | |
| Corient Private Wealth Llc | 0.12% | 818,409 | $83,299,214 | $91,424,469 | +$8,125,255 | +9.75% | |
| Canandaigua National Corp | 7.42% | 810,696 | $82,893,666 | $90,562,850 | +$7,669,184 | +9.25% | |
| Venturi Wealth Management, Llc | 3.65% | 791,991 | $80,980,987 | $88,473,315 | +$7,492,328 | +9.25% | |
| Hightower Advisors, Llc | 0.08% | 717,475 | $73,361,906 | $80,149,132 | +$6,787,226 | +9.25% | |
| Cetera Investment Advisers | 0.08% | 710,815 | $72,680,813 | $79,405,144 | +$6,724,331 | +9.25% | |
| Principal Securities, Inc. | 1.05% | 702,083 | $71,787,960 | $78,429,692 | +$6,641,732 | +9.25% | |
| Sequoia Financial Advisors | 0.40% | 695,650 | $71,130,183 | $77,711,062 | +$6,580,879 | +9.25% | |
| Commonwealth Equity Services, Llc | 0.09% | 658,576 | $67,339,381 | $73,569,525 | +$6,230,144 | +9.25% | |
| Mcglone Suttner Wealth Management, Inc. | 8.85% | 653,302 | $66,800,176 | $72,980,366 | +$6,180,190 | +9.25% | |
| Allworth Financial Lp | 0.25% | 597,602 | $61,104,780 | $66,758,119 | +$5,653,339 | +9.25% | |
| Cwm, Llc | 0.15% | 568,929 | $58,172,956 | $63,555,059 | +$5,382,103 | +9.25% | |
| Allspring Global Investments Holdings, Llc | 0.09% | 525,572 | $53,739,737 | $58,711,648 | +$4,971,911 | +9.25% | |
| Osaic Holdings, Inc. | 0.08% | 513,451 | $52,505,691 | $57,357,611 | +$4,851,920 | +9.24% | |
| Fmr Llc | 0.00% | 477,801 | $48,855,228 | $53,375,150 | +$4,519,922 | +9.25% | |
| Nadler Financial Group, Inc. | 4.47% | 453,426 | $46,362,822 | $50,652,218 | +$4,289,396 | +9.25% | |
| Curi Capital, Llc | 0.82% | 449,471 | $45,958,454 | $50,210,405 | +$4,251,951 | +9.25% | |
| Kintra Wealth, Llc | 3.20% | 442,950 | $45,291,675 | $49,481,945 | +$4,190,270 | +9.25% | |
| Goldman Sachs Group Inc | 0.01% | 434,741 | $44,452,249 | $48,564,917 | +$4,112,668 | +9.25% | |
| Focus Partners Wealth | 0.05% | 418,662 | $42,808,089 | $46,768,732 | +$3,960,643 | +9.25% | |
| Ameriprise Financial Inc | 0.01% | 417,873 | $42,716,658 | $46,680,593 | +$3,963,935 | +9.28% | |
| Flagship Harbor Advisors, Llc | 1.83% | 407,856 | $41,703,229 | $45,561,594 | +$3,858,365 | +9.25% | |
| Wealth Enhancement Advisory Services, Llc | 0.09% | 390,733 | $40,077,525 | $43,648,783 | +$3,571,258 | +8.91% | |
| Tanglewood Legacy Advisors, Llc | 14.11% | 381,429 | $39,001,093 | $42,609,434 | +$3,608,341 | +9.25% | |
| Atlantic Union Bankshares Corp | 0.72% | 367,483 | $37,575,135 | $41,051,526 | +$3,476,391 | +9.25% | |
| Veracity Capital Llc | 13.18% | 360,856 | $36,897,476 | $40,311,224 | +$3,413,748 | +9.25% | |
| Howe & Rusling Inc | 2.39% | 358,791 | $36,686,363 | $40,080,543 | +$3,394,180 | +9.25% | |
| Financial Engines Advisors L.L.C. | 0.07% | 344,715 | $35,247,109 | $38,508,113 | +$3,261,004 | +9.25% | |
| Townsend & Associates, Inc | 2.94% | 319,320 | $34,077,790 | $35,671,237 | +$1,593,447 | +4.68% | |
| Pca Investment Advisory Services Inc. | 10.95% | 320,867 | $32,808,661 | $35,844,053 | +$3,035,392 | +9.25% | |
| Madison Wealth Partners, Inc | 5.09% | 312,125 | $31,914,787 | $34,867,484 | +$2,952,697 | +9.25% |
Frequently asked questions about IUSV
Who owns the most IUSV stock?
The largest holders of IUSV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES CORE S&P U.S. VALUE (IUSV).
Is IUSV widely held by superinvestors?
Many widely followed stocks like IUSV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IUSV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.