We are live on ! Find out more
IUSV icon

iShares Core S&P US Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
551
Delta Asset Management
Tennessee
$232 +$221 +3 New
AssetMark Inc
552
AssetMark Inc
California
$74 -$3.48M -47,208 -100%
Bank of New York Mellon
553
Bank of New York Mellon
New York
– -$37M -524,500 Closed
CIM
554
Confluence Investment Management
Missouri
– -$15.2M -215,125 Closed
DIA
555
Dean Investment Associates
Ohio
– -$12.7M -179,281 Closed
SEM
556
Strategic Equity Management
Arizona
– -$4.32M -61,201 Closed
CRM
557
Cramer Rosenthal McGlynn
Connecticut
– -$2.64M -37,350 Closed
EIP
558
Easterly Investment Partners
Massachusetts
– -$1.75M -24,840 Closed
Renaissance Technologies
559
Renaissance Technologies
New York
– -$1.74M -24,600 Closed
NIG
560
NFJ Investment Group
Texas
– -$1.55M -21,966 Closed
Susquehanna International Group
561
Susquehanna International Group
Pennsylvania
– -$1.44M -20,320 Closed
LGWM
562
Litman Gregory Wealth Management
California
– -$1.19M -16,830 Closed
OAM
563
Oppenheimer Asset Management
New York
– -$762K -10,791 Closed
ClearBridge Investments
564
ClearBridge Investments
New York
– -$722K -10,224 Closed
SAG
565
SageView Advisory Group
California
– -$480K -6,790 Closed
AWM
566
Apollon Wealth Management
South Carolina
– -$439K -6,218 Closed
FFG
567
Ford Financial Group
California
– -$432K -6,118 Closed
WIM
568
WealthPlan Investment Management
Nebraska
– -$434K -5,679 Closed
APW
569
Atlantic Private Wealth
North Carolina
– -$286K -4,044 Closed
SF
570
Safeguard Financial
Wisconsin
– -$263K -3,725 Closed
SF
571
Synovus Financial
Georgia
– -$246K -3,482 Closed
BJL
572
Brighton Jones LLC
Washington
– -$239K -3,387 Closed
SG
573
StoneX Group
New York
– -$235K -3,320 Closed
NA
574
Nottingham Advisors
New York
– -$232K -3,279 Closed
KWM
575
Kingsview Wealth Management
Oregon
– -$210K -2,979 Closed