ISHARES TR - CORE S&P US VLU (IUSV)

CUSIP: 464287663

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / CORE S&P US VLU
Total 13F shares
135,687,636
Share change
+1,342,107
Total reported value
$10,595,651,116
Price per share
$78.26
Number of holders
572
Value change
+$107,686,038
Number of buys
225
Number of sells
223

Quarterly Holders Quick Answers

What is CUSIP 464287663?
CUSIP 464287663 identifies IUSV - ISHARES TR - CORE S&P US VLU in SEC institutional holdings data.

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Top shareholders of IUSV - ISHARES TR - CORE S&P US VLU (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of ISHARES TR - CORE S&P US VLU (IUSV) as of Q2 2023

As of 30 Jun 2023, ISHARES TR - CORE S&P US VLU (IUSV) was held by 572 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 135,687,636 shares. The largest 10 holders included BANK OF AMERICA CORP /DE/, LPL Financial LLC, MORGAN STANLEY, Ronald Blue Trust, Inc., SIGNATUREFD, LLC, BlackRock Inc., ASPIRIANT, LLC, JONES FINANCIAL COMPANIES LLLP, UBS Group AG, and ENVESTNET ASSET MANAGEMENT INC. This page lists 573 institutional shareholders reporting positions in this security for the Q2 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
547
Q2 2023 holders
572
Holder diff
25
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 Value $ Q2 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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