Who owns IUSV?
iShares Core S&P U.S. Value ETF · iShares
810 institutions reported holding IUSV, worth $22.3B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IUSV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $9.6B | 87,142,505 | +3,767,783 shares |
| LPL Financial LLC | Fort Mill, SC | $1.9B | 17,438,274 | +212,650 shares |
| Morgan Stanley | New York, NY | $1.1B | 9,794,840 | −64,741 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $889.9M | 8,102,785 | +451,015 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $834.5M | 7,575,951 | +410,930 shares |
| Signaturefd, LLC | Atlanta, GA | $536.6M | 4,871,244 | +228,962 shares |
| Kestra Investment Management, LLC | Austin, TX | $491.7M | 4,464,120 | +570,749 shares |
| Blue Trust, Inc. | Brentwood, TN | $466.6M | 4,235,766 | −39,958 shares |
| Aspiriant, LLC | San Francisco, CA | $406.0M | 3,685,507 | +2,452 shares |
| Merit Financial Group, LLC | Alpharetta, GA | $327.9M | 2,976,786 | +187,880 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IUSV?
810 institutional managers reported holding IUSV in Form 13F filings for June 30, 2026, worth $22.3B in total. The largest reported position was held by Bank of America Corp., at $9.6B.
Did institutions buy or sell IUSV last quarter?
Reported 13F value rose 12.4% from March 31, 2026, which includes price moves as well as buying and selling. 86 firms reported a new position and 41 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IUSV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.