Who owns iShares Core S&P U.S. Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IUSV from SEC Form 13F filings across 815 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 815 institutions disclosed 202.7M shares of iShares Core S&P U.S. Value ETF worth $22.33B — about 83.6% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
815
13F holders
$22.33B
value, 2026 filers
83.6%
of shares outstanding (202.7M sh)
88
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IUSV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 87.1M | $9.60B | 0.6% | 36% | +4.5% |
| 2 | LPL Financial LLC | 17.4M | $1.92B | 0.4% | 7.2% | +1.2% |
| 3 | MORGAN STANLEY | 9.8M | $1.08B | 0.1% | 4% | -0.7% |
| 4 | JONES FINANCIAL COMPANIES LLLP | 8.1M | $889.9M | 0.4% | 3.3% | +5.9% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 7.6M | $834.5M | 0.2% | 3.1% | +5.7% |
| 6 | SIGNATUREFD, LLC | 4.9M | $536.6M | 7.2% | 2% | +4.9% |
| 7 | Kestra Investment Management, LLC | 4.5M | $491.7M | 9.5% | 1.8% | +14.7% |
| 8 | Blue Trust, Inc. | 4.2M | $466.6M | 4.9% | 1.7% | -0.9% |
| 9 | ASPIRIANT, LLC | 3.7M | $406.0M | 10.0% | 1.5% | +0.1% |
| 10 | Merit Financial Group, LLC | 3.0M | $327.9M | 2.0% | 1.2% | +6.7% |
| 11 | JPMORGAN CHASE & CO | 1.9M | $211.3M | 0.0% | 0.8% | -7.8% |
| 12 | RAYMOND JAMES FINANCIAL INC | 1.7M | $182.4M | 0.0% | 0.7% | +0.9% |
| 13 | PNC Financial Services Group, Inc. | 1.6M | $176.4M | 0.1% | 0.7% | +11.4% |
| 14 | ROYAL BANK OF CANADA | 1.6M | $173.6M | 0.0% | 0.7% | +4.5% |
| 15 | UBS Group AG | 1.5M | $169.7M | 0.0% | 0.6% | -3.6% |
| 16 | BENJAMIN EDWARDS INC | 1.4M | $153.4M | 1.4% | 0.6% | +6.0% |
| 17 | Modera Wealth Management, LLC | 1.2M | $131.4M | 1.4% | 0.5% | +0.5% |
| 18 | BLAIR WILLIAM & CO/IL | 1.2M | $131.0M | 0.3% | 0.5% | +2.0% |
| 19 | Foster Group, Inc. | 1.1M | $124.7M | 3.3% | 0.5% | +1.8% |
| 20 | NATIXIS ADVISORS, LLC | 1.1M | $124.6M | 0.1% | 0.5% | +10.4% |
| 21 | Corient Private Wealth LP | 997,535 | $109.9M | 0.2% | 0.4% | +21.9% |
| 22 | Auto-Owners Insurance Co | 864,000 | $95.2M | 2.2% | 0.4% | -36.2% |
| 23 | WELLS FARGO & COMPANY/MN | 851,253 | $93.8M | 0.0% | 0.4% | -28.1% |
| 24 | CANANDAIGUA NATIONAL BANK & TRUST CONEW | 808,560 | $89.1M | 7.5% | 0.3% | new |
| 25 | Cetera Investment Advisers | 755,194 | $83.2M | 0.1% | 0.3% | +6.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.