IUSV Institutional Ownership
iShares Core S&P U.S. Value ETF
1W: -1.0%
1M: -2.7%
3M: -0.8%
YTD: +7.8%
1Y: +11.3%
3Y: +56.1%
5Y: +67.2%
$111.03
+0.54 (+0.48%)
Weekly Expected Move ±1.2%
$108
$110
$111
$112
$114
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IUSV
860
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
22B
Total Invested
78
New Positions
307
Increased
276
Reduced
42
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (920 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 87,142,505 | 9.7B | +3,767,783 | +4.5% | 15Q | SEC ↗ |
| 2 | LPL Financial LLC | 17,438,274 | 1.9B | +212,650 | +1.2% | 54Q | SEC ↗ |
| 3 | MORGAN STANLEY | 9,794,840 | 1.1B | -64,741 | -0.7% | 60Q | SEC ↗ |
| 4 | JONES FINANCIAL COMPANIES LLLP | 8,102,785 | 900M | +451,015 | +5.9% | 26Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 7,575,951 | 841M | +410,930 | +5.7% | 60Q | SEC ↗ |
| 6 | SIGNATUREFD, LLC | 4,871,244 | 541M | +228,962 | +4.9% | 29Q | SEC ↗ |
| 7 | Kestra Investment Management, LLC | 4,464,120 | 496M | +570,749 | +14.7% | 9Q | SEC ↗ |
| 8 | Blue Trust, Inc. | 4,235,766 | 470M | -39,958 | -0.9% | 17Q | SEC ↗ |
| 9 | ASPIRIANT, LLC | 3,685,507 | 409M | +2,452 | +0.1% | 62Q | SEC ↗ |
| 10 | Merit Financial Group, LLC | 2,976,786 | 330M | +187,880 | +6.7% | 11Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO | 1,917,456 | 213M | -162,117 | -7.8% | 42Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 1,655,527 | 184M | +15,390 | +0.9% | 7Q | SEC ↗ |
| 13 | PNC Financial Services Group, Inc. | 1,601,375 | 178M | +163,450 | +11.4% | 15Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 1,576,412 | 175M | +67,936 | +4.5% | 82Q | SEC ↗ |
| 15 | UBS Group AG | 1,540,958 | 171M | -58,250 | -3.6% | 47Q | SEC ↗ |
| 16 | BENJAMIN EDWARDS INC | 1,392,296 | 155M | +79,290 | +6.0% | 29Q | SEC ↗ |
| 17 | Modera Wealth Management, LLC | 1,192,955 | 132M | +5,474 | +0.5% | 26Q | SEC ↗ |
| 18 | BLAIR WILLIAM & CO/IL | 1,189,639 | 132M | +23,687 | +2.0% | 57Q | SEC ↗ |
| 19 | Foster Group, Inc. | 1,131,712 | 126M | +19,520 | +1.8% | 4Q | SEC ↗ |
| 20 | NATIXIS ADVISORS, LLC | 1,131,519 | 126M | +106,683 | +10.4% | 47Q | SEC ↗ |
| 21 | Corient Private Wealth LP | 997,535 | 111M | +179,126 | +21.9% | 15Q | SEC ↗ |
| 22 | Auto-Owners Insurance Co | 864,000 | 96M | -490,000 | -36.2% | 15Q | SEC ↗ |
| 23 | WELLS FARGO & COMPANY/MN | 851,253 | 95M | -332,641 | -28.1% | 87Q | SEC ↗ |
| 24 | CANANDAIGUA NATIONAL CORP NEW | 810,696 | 90M | — | +0.0% | 1Q | SEC ↗ |
| 25 | CANANDAIGUA NATIONAL BANK & TRUST CO NEW | 808,560 | 90M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 755,194 | 84M | +44,379 | +6.2% | 30Q | SEC ↗ |
| 27 | HighTower Advisors, LLC | 744,190 | 83M | +26,715 | +3.7% | 51Q | SEC ↗ |
| 28 | Sequoia Financial Advisors, LLC | 695,001 | 77M | -649 | -0.1% | 19Q | SEC ↗ |
| 29 | PRINCIPAL SECURITIES, INC. | 671,256 | 75M | -30,827 | -4.4% | 11Q | SEC ↗ |
| 30 | COMMONWEALTH EQUITY SERVICES, LLC | 669,764 | 74M | +11,188 | +1.7% | 35Q | SEC ↗ |
| 31 | McGlone Suttner Wealth Management, Inc | 664,617 | 74M | +11,315 | +1.7% | 15Q | SEC ↗ |
| 32 | OSAIC HOLDINGS, INC. | 603,501 | 67M | +90,050 | +17.5% | 26Q | SEC ↗ |
| 33 | KINTRA WEALTH, LLC | 591,891 | 66M | +148,941 | +33.6% | 2Q | SEC ↗ |
| 34 | Allworth Financial LP | 587,665 | 65M | -9,937 | -1.7% | 33Q | SEC ↗ |
| 35 | Curi Capital, LLC | 573,084 | 64M | +123,613 | +27.5% | 6Q | SEC ↗ |
| 36 | CWM, LLC | 568,929 | 63M | -44,143 | -7.2% | 18Q | SEC ↗ |
| 37 | Allspring Global Investments Holdings, | 532,868 | 59M | +7,296 | +1.4% | 19Q | SEC ↗ |
| 38 | FMR LLC | 482,741 | 54M | +4,940 | +1.0% | 48Q | SEC ↗ |
| 39 | GOLDMAN SACHS GROUP INC | 472,655 | 52M | +37,914 | +8.7% | 15Q | SEC ↗ |
| 40 | AMERIPRISE FINANCIAL INC | 460,850 | 51M | +42,977 | +10.3% | 16Q | SEC ↗ |
| 41 | Arax Advisory Partners | 450,235 | 50M | +444,103 | +7242.4% | 3Q | SEC ↗ |
| 42 | Nadler Financial Group, Inc. | 443,540 | 49M | -9,886 | -2.2% | 14Q | SEC ↗ |
| 43 | FLAGSHIP HARBOR ADVISORS, LLC | 429,490 | 48M | +21,634 | +5.3% | 35Q | SEC ↗ |
| 44 | HOWE & RUSLING INC | 416,948 | 46M | +58,157 | +16.2% | 33Q | SEC ↗ |
| 45 | Janney Montgomery Scott LLC | 410,476 | 46M | +306,963 | +296.5% | 43Q | SEC ↗ |
| 46 | Gotham Asset Management, LLC | 398,466 | 44M | +157,498 | +65.4% | 8Q | SEC ↗ |
| 47 | Focus Partners Wealth | 397,894 | 44M | -20,768 | -5.0% | 11Q | SEC ↗ |
| 48 | Financial Engines Advisors L.L.C. | 397,448 | 44M | +52,733 | +15.3% | 27Q | SEC ↗ |
| 49 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 391,557 | 43M | +824 | +0.2% | 33Q | SEC ↗ |
| 50 | Tanglewood Legacy Advisors, LLC | 383,487 | 43M | +2,058 | +0.5% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CANANDAIGUA NATIONAL CORP | 810,696 | 90M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 808,560 | 90M |
| BRANDES INVESTMENT PARTNERS, LP | 153,901 | 17M |
| IFG Advisory, LLC | 105,162 | 12M |
| Sixth Street Partners Management Co | 83,214 | 9M |
| Global Retirement Partners, LLC | 54,741 | 6M |
| Diversify Advisory Services, LLC | 37,277 | 4M |
| Nuveen, LLC | 28,904 | 3M |
| D. E. Shaw & Co., Inc. | 18,693 | 2M |
| MARYLAND CAPITAL ADVISORS INC. | 13,073 | 1M |
| Point72 Asset Management, L.P. | 12,551 | 1M |
| RITHOLTZ WEALTH MANAGEMENT | 10,055 | 1M |
| Wall Capital Group, Inc. | 9,161 | 1M |
| CALTON & ASSOCIATES, INC. | 7,486 | 831K |
| AXXCESS WEALTH MANAGEMENT, LLC | 7,134 | 792K |
| Baltimore-Washington Financial Advi | 7,036 | 781K |
| Pinnacle Financial Partners, Inc. | 6,857 | 761K |
| IMA Advisory Services, Inc. | 6,525 | 724K |
| Facet Wealth, Inc. | 5,596 | 621K |
| ZENITH SOLUTIONS, INC. | 5,330 | 592K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ICONIQ Capital, LLC | 85,842 | 10M |
| Independent Advisor Alliance | 70,222 | 8M |
| DEFINED WEALTH MANAGEMENT, LLC | 58,232 | 6M |
| SOL Capital Management CO | 36,900 | 4M |
| CRAMER ROSENTHAL MCGLYNN LLC | 33,282 | 4M |
| FLOW TRADERS U.S. LLC | 33,081 | 4M |
| Castellan Group | 29,740 | 3M |
| TABR Capital Management, LLC | 23,951 | 3M |
| EASTERLY INVESTMENT PARTNERS LLC | 22,245 | 2M |
| EVOLVE PRIVATE WEALTH, LLC | 19,656 | 2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 19,094 | 2M |
| IFS Group,LLC | 14,011 | 2M |
| Ascentis Independent Advisors | 13,895 | 2M |
| M Holdings Securities, Inc. | 12,233 | 1M |
| Richmond Investment Services, LLC | 11,691 | 1M |
| JANE STREET GROUP, LLC | 10,136 | 1M |
| Talisman Wealth Advisors LLC | 7,705 | 855K |
| Gateway Wealth Partners, LLC | 6,921 | 768K |
| TIAA TRUST, NATIONAL ASSOCIATION | 6,854 | 761K |
| TrueWealth Financial Partners | 5,659 | 628K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +3,767,783 | +4.5% | 87,142,505 |
| Kestra Investment Management, LLC | +570,749 | +14.7% | 4,464,120 |
| JONES FINANCIAL COMPANIES LLLP | +451,015 | +5.9% | 8,102,785 |
| Arax Advisory Partners | +444,103 | +7242.4% | 450,235 |
| ENVESTNET ASSET MANAGEMENT INC | +410,930 | +5.7% | 7,575,951 |
| Janney Montgomery Scott LLC | +306,963 | +296.5% | 410,476 |
| SIGNATUREFD, LLC | +228,962 | +4.9% | 4,871,244 |
| LPL Financial LLC | +212,650 | +1.2% | 17,438,274 |
| Modern Wealth Management, LLC | +208,330 | +527.1% | 247,856 |
| Merit Financial Group, LLC | +187,880 | +6.7% | 2,976,786 |
| Corient Private Wealth LP | +179,126 | +21.9% | 997,535 |
| MERCER GLOBAL ADVISORS INC /ADV | +170,212 | +214.8% | 249,449 |
| PNC Financial Services Group, Inc. | +163,450 | +11.4% | 1,601,375 |
| Gotham Asset Management, LLC | +157,498 | +65.4% | 398,466 |
| KINTRA WEALTH, LLC | +148,941 | +33.6% | 591,891 |
| Curi Capital, LLC | +123,613 | +27.5% | 573,084 |
| ELEVATION POINT WEALTH PARTNERS, LL | +115,682 | +296.8% | 154,658 |
| Vestmark Advisory Solutions, Inc. | +115,196 | +148.4% | 192,811 |
| NATIXIS ADVISORS, LLC | +106,683 | +10.4% | 1,131,519 |
| OSAIC HOLDINGS, INC. | +90,050 | +17.5% | 603,501 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Venturi Wealth Management, LLC | -747,864 | -94.4% | 44,127 |
| Auto-Owners Insurance Co | -490,000 | -36.2% | 864,000 |
| WELLS FARGO & COMPANY/MN | -332,641 | -28.1% | 851,253 |
| JPMORGAN CHASE & CO | -162,117 | -7.8% | 1,917,456 |
| MFA WEALTH ADVISORS, LLC | -143,348 | -89.8% | 16,244 |
| Trek Financial, LLC | -118,469 | -76.4% | 36,621 |
| FORTRESS FINANCIAL GROUP, LLC | -105,253 | -75.5% | 34,118 |
| Equitable Holdings, Inc. | -66,975 | -20.2% | 264,252 |
| MORGAN STANLEY | -64,741 | -0.7% | 9,794,840 |
| Cambridge Investment Research Advis | -59,895 | -28.3% | 151,715 |
| UBS Group AG | -58,250 | -3.6% | 1,540,958 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -48,667 | -17.0% | 237,417 |
| U.S. Capital Wealth Advisors, LLC | -48,658 | -91.7% | 4,402 |
| CWM, LLC | -44,143 | -7.2% | 568,929 |
| Robertson Stephens Wealth Managemen | -44,113 | -83.5% | 8,734 |
| Blue Trust, Inc. | -39,958 | -0.9% | 4,235,766 |
| SAPIENT CAPITAL LLC | -31,460 | -32.6% | 65,069 |
| PRINCIPAL SECURITIES, INC. | -30,827 | -4.4% | 671,256 |
| Independence Financial Advisors, LL | -29,158 | -31.4% | 63,795 |
| Waldron Private Wealth LLC | -27,820 | -11.9% | 206,863 |