ISHARES TR IUSV
CORE S&P US VLU · ETP · CUSIP 464287663
478
institutional holders
124.7m
shares reported held*
$7.8bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($24.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $62.81.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| BANK OF AMERICA CORP /DE/ 0.44% of their portfolio | 53.3m $3.3bn | — |
| LPL Financial LLC 0.69% of their portfolio | 11.5m $718.5m | — |
| MORGAN STANLEY 0.07% of their portfolio | 7.7m $479.1m | — |
| Blue Trust, Inc. 6.48% of their portfolio | 5.5m $368.7m | — |
| SIGNATUREFD, LLC 7.73% of their portfolio | 3.6m $225.7m | — |
| BlackRock Inc. 0.01% of their portfolio | 3.5m $221.5m | — |
| ASPIRIANT, LLC 7.67% of their portfolio | 2.5m $156.8m | — |
| UBS Group AG 0.07% of their portfolio | 2.0m $125.5m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio | 1.8m $109.9m | — |
| JONES FINANCIAL COMPANIES LLLP 0.18% of their portfolio | 1.6m $98.5m | — |
| Sand Hill Global Advisors, LLC 6.06% of their portfolio | 1.5m $96.2m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.19% of their portfolio | 1.2m $72.1m | — |
| BLAIR WILLIAM & CO/IL 0.28% of their portfolio | 986.8k $61.8m | — |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 971.4k $60.8m | — |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 933.3k $58.4m | — |
| CWM, LLC 0.41% of their portfolio | 826.1k $51.7m | — |
| NATIXIS ADVISORS, LLC 0.20% of their portfolio | 767.5k $48.1m | — |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.64% of their portfolio | 695.7k $44.5m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.11% of their portfolio | 693.5k $43.4m | — |
| PNC Financial Services Group, Inc. 0.05% of their portfolio | 691.2k $43.3m | — |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 652.7k $40.9m | — |
| Employees' Retirement Fund of the City of Fort Worth 7.71% of their portfolio | 580.2k $36.3m | — |
| GDS Wealth Management 8.08% of their portfolio | 579.6k $36.3m | — |
| BENJAMIN F. EDWARDS & COMPANY, INC. 1.73% of their portfolio | 550.6k $34.5m | — |
| Allspring Global Investments Holdings, LLC 0.06% of their portfolio | 532.4k $33.3m | — |
| FMR LLC 0.00% of their portfolio | 472.0k $29.6m | — |
| HighTower Advisors, LLC 0.08% of their portfolio | 466.4k $29.2m | — |
| OSAIC HOLDINGS, INC. 0.07% of their portfolio | 459.0k $28.7m | — |
| Sandy Spring Bank 1.78% of their portfolio | 448.1k $28.1m | — |
| Raymond James Financial Services Advisors, Inc. 0.06% of their portfolio | 438.5k $27.5m | — |
| Windsor Wealth Management, Inc. 6.79% of their portfolio | 426.3k $27.3m | — |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 399.3k $25.0m | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC 0.24% of their portfolio | 381.5k $23.9m | — |
| F3Logic, LLC 4.58% of their portfolio | 350.9k $22.0m | — |
| COLONY GROUP LLC 0.39% of their portfolio | 350.5k $21.9m | — |
| Allworth Financial LP 0.28% of their portfolio | 349.0k $21.9m | — |
| HANTZ FINANCIAL SERVICES, INC. 0.71% of their portfolio | 328.7k $20.6m | — |
| AVANTAX ADVISORY SERVICES, INC. 0.30% of their portfolio | 308.7k $19.3m | — |
| Atria Wealth Solutions, Inc. 0.33% of their portfolio | 305.8k $19.1m | — |
| ForthRight Wealth Management, LLC 11.19% of their portfolio | 304.8k $19.1m | — |
| Cambridge Investment Research Advisors, Inc. 0.11% of their portfolio | 303.8k $19.0m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.11% of their portfolio | 294.2k $18.4m | — |
| RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio | 283.0k $17.7m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio | 258.0k $16.2m | — |
| CREATIVE FINANCIAL DESIGNS INC /ADV 2.54% of their portfolio | 248.1k $15.5m | — |
| Roberts Financial Services LLC 4.30% of their portfolio | 244.9k $15.3m | — |
| SOUTHERN CAPITAL ADVISORS, LLC 12.40% of their portfolio | 242.2k $15.2m | — |
| MML INVESTORS SERVICES, LLC 0.11% of their portfolio | 240.1k $15.0m | — |
| M&T Bank Corp 0.07% of their portfolio | 238.1k $14.9m | — |
| Drake & Associates, LLC 7.77% of their portfolio | 218.0k $13.7m | — |
| COREPATH WEALTH PARTNERS LLC 10.53% of their portfolio | 217.9k $14.2m | — |
| IRONWOOD WEALTH MANAGEMENT, INC. 9.92% of their portfolio | 215.8k $13.8m | — |
| Amplius Wealth Advisors, LLC 2.38% of their portfolio | 212.9k $13.3m | — |
| Baird Financial Group, Inc. 0.04% of their portfolio | 202.2k $12.7m | — |
| Equitable Holdings, Inc. 0.24% of their portfolio | 199.6k $12.5m | — |
| Madison Wealth Partners, Inc 8.11% of their portfolio | 198.1k $12.4m | — |
| Bank Julius Baer & Co. Ltd, Zurich 0.09% of their portfolio | 189.5k $11.9m | — |
| Garde Capital, Inc. 1.53% of their portfolio | 188.5k $11.8m | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 184.8k $11.6m | — |
| Cetera Advisor Networks LLC 0.14% of their portfolio | 180.0k $11.3m | — |
| Kestra Advisory Services, LLC 0.12% of their portfolio | 173.2k $10.8m | — |
| Private Advisor Group, LLC 0.12% of their portfolio | 171.8k $10.8m | — |
| HOWE & RUSLING INC 1.41% of their portfolio | 170.0k $10.6m | — |
| WJ Wealth Management, LLC 6.64% of their portfolio | 169.1k $10.6m | — |
| Veracity Capital LLC 5.68% of their portfolio | 166.4k $10.4m | — |
| High Probability Advisors, LLC 3.20% of their portfolio | 163.2k $10.2m | — |
| Global Strategic Investment Solutions, LLC 0.48% of their portfolio | 161.0k $10.1m | — |
| SkyOak Wealth, LLC 3.46% of their portfolio | 154.3k $9.7m | — |
| Lutz Financial Services LLC 1.31% of their portfolio | 152.9k $9.6m | — |
| Tortoise Investment Management, LLC 1.84% of their portfolio | 150.7k $9.4m | — |
| Petix & Botte Co 6.73% of their portfolio | 141.2k $8.8m | — |
| AE Wealth Management LLC 0.07% of their portfolio | 136.6k $8.6m | — |
| Rockefeller Capital Management L.P. 0.04% of their portfolio | 135.7k $8.5m | — |
| TRUIST FINANCIAL CORP 0.02% of their portfolio | 131.6k $8.2m | — |
| Parisi Gray Wealth Management 6.14% of their portfolio | 128.8k $8.1m | — |
| Integrated Wealth Concepts LLC 0.25% of their portfolio | 124.8k $7.8m | — |
| Cetera Investment Advisers 0.13% of their portfolio | 124.3k $7.8m | — |
| Sigma Planning Corp 0.29% of their portfolio | 122.7k $7.7m | — |
| CENTAURUS FINANCIAL, INC. 0.72% of their portfolio | 117.8k $7.4m | — |
| Long Run Wealth Advisors, LLC 2.80% of their portfolio | 112.9k $7.1m | — |
| Ameritas Advisory Services, LLC 0.42% of their portfolio | 111.4k $7.0m | — |
| Certified Advisory Corp 1.55% of their portfolio | 108.8k $6.8m | — |
| Financial Council, LLC 7.75% of their portfolio | 107.2k $6.7m | — |
| US BANCORP \DE\ 0.01% of their portfolio | 102.7k $6.4m | — |
| Carl P. Sherr & Co., LLC 5.13% of their portfolio | 102.7k $6.4m | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 101.7k $6.4m | — |
| Symphony Financial, Ltd. Co. 2.08% of their portfolio | 100.7k $6.4m | — |
| USAdvisors Wealth Management, LLC 3.21% of their portfolio | 100.3k $6.3m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.04% of their portfolio | 97.9k $6.1m | — |
| MITCHELL CAPITAL MANAGEMENT CO 1.71% of their portfolio | 96.4k $6.0m | — |
| ICA Group Wealth Management, LLC 1.26% of their portfolio | 94.5k $5.9m | — |
| IHT Wealth Management, LLC 0.44% of their portfolio | 91.6k $5.7m | — |
| HighMark Wealth Management LLC 4.73% of their portfolio | 88.5k $5.5m | — |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 88.4k $5.6m | — |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 83.8k $5.2m | — |
| Creative Planning 0.01% of their portfolio | 83.2k $5.2m | — |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.30% of their portfolio | 82.1k $5.1m | — |
| Advisory Services Network, LLC 0.17% of their portfolio | 78.5k $4.9m | — |
| MOTIVE WEALTH ADVISORS 3.83% of their portfolio | 75.5k $4.7m | — |
| CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio | 75.3k $4.7m | — |