Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / CORE S&P US VLU
-
Number of holders
-
418
-
Total 13F shares, excl. options
-
107M
-
Shares change
-
+896K
-
Total reported value, excl. options
-
$7.6B
-
Value change
-
+$58.5M
-
Number of buys
-
181
-
Number of sells
-
-159
-
Price
-
$70.88
Significant Holders of ISHARES TR - CORE S&P US VLU (IUSV) as of Q3 2021
449 filings reported holding IUSV - ISHARES TR - CORE S&P US VLU as of Q3 2021.
ISHARES TR - CORE S&P US VLU (IUSV) has 418 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 107M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (48.5M shares), LPL Financial LLC (10.6M shares), MORGAN STANLEY (7.2M shares), Thrivent Financial for Lutherans (4.65M shares), SIGNATUREFD, LLC (3.56M shares), ASPIRIANT, LLC (2.5M shares), UBS Group AG (1.98M shares), ENVESTNET ASSET MANAGEMENT INC (1.47M shares), WELLS FARGO & COMPANY/MN (1.35M shares), and JONES FINANCIAL COMPANIES LLLP (971K shares).
This table shows the top 418 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.