DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMega-capCrowded
IUSV

ISHARES CORE S&P U.S. VALUE

833 institutions still hold ISHARES CORE S&P U.S. VALUE as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287663·Exchange Traded Fund·833 13F holders·last filed Mar 31, 2026
Market cap
0.2%
vs prior quarter
13F value held
$16.2B
57.0% inst. owned
of float
Holders
833
+118 QoQ
filers reporting
Activity
+8 / −13
+982 added · −911 reduced
this quarter
Concentration
52.56%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

833 institutions reported IUSV in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 52.6% of the visible book. +118 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$8.5B83.4M0.62%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$1.8B17.2M0.47%Q1 2026
03
MORGAN STANLEY
CIK 0000895421
$1.0B9.9M0.06%Q1 2026
04
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$768M7.7M0.37%Q1 2026
05
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$733M7.2M0.20%Q1 2026
06
SIGNATUREFD, LLC
CIK 0001456048
$475M4.6M7.27%Q1 2026
07
Blue Trust, Inc.
CIK 0001856022
$437M4.3M5.00%Q1 2026
08
Kestra Investment Management, LLC
CIK 0001962449
$398M3.9M6.87%Q1 2026
09
ASPIRIANT, LLC
CIK 0001433541
$377M3.7M10.73%Q1 2026
10
Merit Financial Group, LLC
CIK 0001621225
$285M2.8M2.12%Q1 2026
11
JPMORGAN CHASE & CO
CIK 0000019617
$209M2.1M0.01%Q1 2026
12
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$168M1.6M0.05%Q1 2026
13
UBS Group AG
CIK 0001610520
$164M1.6M0.02%Q1 2026
14
ROYAL BANK OF CANADA
CIK 0001000275
$154M1.5M0.03%Q1 2026
15
Auto-Owners Insurance Co
CIK 0001964189
$139M1.4M2.90%Q1 2026
16
BENJAMIN EDWARDS INC
CIK 0001451623
$134M1.3M1.33%Q1 2026
17
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$123M1.2M0.07%Q4 2025
18
Modera Wealth Management, LLC
CIK 0001542143
$122M1.2M1.42%Q4 2025
19
WELLS FARGO & COMPANY/MN
CIK 0000072971
$121M1.2M0.02%Q1 2026
20
BLAIR WILLIAM & CO/IL
CIK 0000902367
$119M1.2M0.34%Q1 2026
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