13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
IUSV

ISHARES CORE S&P U.S. VALUE

847 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·847 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$16.8B
visible holders
Holders
847
filers reporting
Concentration
50.89%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

847 institutions reported IUSV in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 50.9% of the visible book.

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 202602
LPL Financial LLC
CIK 0001403438
$1.9B17.4M0.43%Q2 202603
MORGAN STANLEY
CIK 0000895421
$1.0B9.9M0.06%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$834M7.6M0.20%Q2 202605
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$768M7.7M0.37%Q1 202606
SIGNATUREFD, LLC
CIK 0001456048
$537M4.9M7.17%Q2 202607
Kestra Investment Management, LLC
CIK 0001962449
$492M4.5M9.53%Q2 202608
Blue Trust, Inc.
CIK 0001856022
$467M4.2M4.89%Q2 202609
ASPIRIANT, LLC
CIK 0001433541
$406M3.7M10.02%Q2 202610
Merit Financial Group, LLC
CIK 0001621225
$328M3.0M2.00%Q2 202611
JPMORGAN CHASE & CO
CIK 0000019617
$209M2.1M0.01%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$168M1.6M0.05%Q1 202613
UBS Group AG
CIK 0001610520
$164M1.6M0.02%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$154M1.5M0.03%Q1 202615
BENJAMIN EDWARDS INC
CIK 0001451623
$153M1.4M1.40%Q2 202616
Modera Wealth Management, LLC
CIK 0001542143
$131M1.2M1.40%Q2 202617
Foster Group, Inc.
CIK 0001841544
$125M1.1M3.31%Q2 202618
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$123M1.2M0.07%Q4 202519
WELLS FARGO & COMPANY/MN
CIK 0000072971
$121M1.2M0.02%Q1 202620
BLAIR WILLIAM & CO/IL
CIK 0000902367
$119M1.2M0.34%Q1 2026
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