Who Owns I SHARES CORE S&P US VALUE (IUSV)? -- Institutional Holders (2026-06-30)

858 institutions reported holding $22.34B of I SHARES CORE S&P US VALUE (IUSV) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($9.60B), LPL Financial LLC ($1.92B), MORGAN STANLEY ($1.08B), JONES FINANCIAL COMPANIES LLLP ($889.9M), ENVESTNET ASSET MANAGEMENT INC ($834.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$9.60B	87.1M	Added
2	LPL Financial LLC	$1.92B	17.4M	Added
3	MORGAN STANLEY	$1.08B	9.8M	Trimmed
4	JONES FINANCIAL COMPANIES LLLP	$889.9M	8.1M	Added
5	ENVESTNET ASSET MANAGEMENT INC	$834.5M	7.6M	Added
6	SIGNATUREFD, LLC	$536.6M	4.9M	Added
7	Kestra Investment Management, LLC	$491.7M	4.5M	Added
8	Blue Trust, Inc.	$466.6M	4.2M	Trimmed
9	ASPIRIANT, LLC	$406.0M	3.7M	Added
10	Merit Financial Group, LLC	$327.9M	3.0M	Added
11	JPMORGAN CHASE & CO	$211.3M	1.9M	Trimmed
12	RAYMOND JAMES FINANCIAL INC	$182.4M	1.7M	Added
13	PNC Financial Services Group, Inc.	$176.4M	1.6M	Added
14	Royal Bank of Canada	$173.6M	1.6M	Added
15	UBS Group AG	$169.7M	1.5M	Trimmed
16	BENJAMIN EDWARDS INC	$153.4M	1.4M	Added
17	Modera Wealth Management, LLC	$131.4M	1.2M	Added
18	BLAIR WILLIAM & CO/IL	$131.0M	1.2M	Added
19	Foster Group, Inc.	$124.7M	1.1M	Added
20	NATIXIS ADVISORS, LLC	$124.6M	1.1M	Added
21	Corient Private Wealth LLC	$109.9M	997,535	Added
22	Auto-Owners Insurance Co	$95.2M	864,000	Trimmed
23	WELLS FARGO & COMPANY/MN	$93.8M	851,253	Trimmed
24	CANANDAIGUA NATIONAL BANK & TRUST CO	$89.1M	808,560	Trimmed
25	Cetera Investment Advisers	$83.2M	755,194	Added

Source: SEC Form 13F filings · as of 2026-06-30