iShares Core S&P U.s. Value ETF (IUSV): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of IUSV (all 13F filers)
- Bank of America87.1 MBank or trading desk+3.8 M
- LPL Financial17.4 MWealth adviser+213 K
- Morgan Stanley9.8 MBank or trading desk−65 K
- Jones Financial Companies Lllp8.1 MWealth adviser+451 K
- Envestnet Asset Management7.6 MWealth adviser+411 K
- Signaturefd4.9 MType not verified+229 K
- Kestra Investment Management4.5 MType not verified+571 K
- Blue Trust4.2 MType not verified−40 K
- Aspiriant3.7 MType not verified+2,452
- Merit Financial Group3.0 MType not verified+188 K
- Shares
- 87.1 M
- Change
- +3.8 M
See more
- Type
- Bank or trading desk
- Value
- $9.6 bn
- Shares
- 17.4 M
- Change
- +213 K
See more
- Type
- Wealth adviser
- Value
- $1.9 bn
- Shares
- 9.8 M
- Change
- −65 K
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- Type
- Bank or trading desk
- Value
- $1.1 bn
- Shares
- 8.1 M
- Change
- +451 K
See more
- Type
- Wealth adviser
- Value
- $890M
- Shares
- 7.6 M
- Change
- +411 K
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- Type
- Wealth adviser
- Value
- $834M
- Shares
- 4.9 M
- Change
- +229 K
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- Type
- Type not verified
- Value
- $537M
- Shares
- 4.5 M
- Change
- +571 K
See more
- Type
- Type not verified
- Value
- $492M
- Shares
- 4.2 M
- Change
- −40 K
See more
- Type
- Type not verified
- Value
- $467M
- Shares
- 3.7 M
- Change
- +2,452
See more
- Type
- Type not verified
- Value
- $406M
- Shares
- 3.0 M
- Change
- +188 K
See more
- Type
- Type not verified
- Value
- $328M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗