IUSV
ETF

iShares Core S&P U.S. Value ETF

CORE S&P US VLU As of Jun 30, 2026 CUSIP 464287663
Institutional Holders
828
Total Held Value
$22.39B
Total Exact Shares
203.18M
Largest Holder
Bank of America
87.14M shares • $9.60B
Reported Holders828
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 Bank of America $9.60B 0.6% +4.5% 87.14M Jun 30, 2026
2 LPL Financial $1.92B 0.4% +1.2% 17.44M Jun 30, 2026
3 Morgan Stanley $1.08B 0.1% -0.7% 9.79M Jun 30, 2026
4 Jones Financial Companies $889.9M 0.4% +5.9% 8.10M Jun 30, 2026
5 Envestnet Asset Management $834.5M 0.2% +5.7% 7.58M Jun 30, 2026
6 Signaturefd
Filing dated Sep 30, 2026
 $559.8M 7.2% +4.2% 5.08M Sep 30, 2026
7 Kestra Investment Management $491.7M 9.5% +14.7% 4.46M Jun 30, 2026
8 Blue Trust
Filing dated Sep 30, 2026
 $463.9M 4.9% -0.7% 4.21M Sep 30, 2026
9 Aspiriant
Filing dated Sep 30, 2026
 $416.0M 10.2% +2.3% 3.77M Sep 30, 2026
10 Merit Financial Group $327.9M 2.0% +6.7% 2.98M Jun 30, 2026
11 JPMorgan Chase $211.3M <0.1% -7.8% 1.92M Jun 30, 2026
12 Raymond James Financial $182.4M <0.1% +0.9% 1.66M Jun 30, 2026
13 PNC Financial Services Group $176.4M 0.1% +11.4% 1.60M Jun 30, 2026
14 Royal Bank of Canada $173.6M <0.1% +4.5% 1.58M Jun 30, 2026
15 UBS Group $169.7M <0.1% -3.6% 1.54M Jun 30, 2026
16 Benjamin Edwards $153.4M 1.4% +6.0% 1.39M Jun 30, 2026
17 Modera Wealth Management
Filing dated Sep 30, 2026
 $132.3M 1.4% +0.5% 1.20M Sep 30, 2026
18 Blair William & Co. $131.0M 0.3% +2.0% 1.19M Jun 30, 2026
19 Foster Group
Filing dated Sep 30, 2026
 $125.1M 3.4% +0.2% 1.13M Sep 30, 2026
20 Natixis Advisors $124.6M 0.1% +10.4% 1.13M Jun 30, 2026
Exited in Latest Filing44
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.