Explore more topics
Public ownership evidence

iShares Core S&P U.S. Value ETF (IUSV) Ownership Disclosures

Read IUSV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Show the table · 0 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Show the table · 50 rows, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

B. Riley Wealth Advisors, Inc.2025-03-312026-08-299,038$834,151None
Corient Private Wealth LP2026-06-302026-08-28997,535$109,878,905None
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co2026-06-302026-08-284,187$1,169,661None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28172$18,946None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28172$17,587None
AFFINITY WEALTH LLC2025-12-312026-08-27191$19,585None
Advus Financial Partners, LLC2022-06-302026-08-265,089$340,352None
Advus Financial Partners, LLC2022-03-312026-08-2620,720$1,572,008None
Advus Financial Partners, LLC2021-09-302026-08-2634,961$2,668,927None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-269,147$937,933None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-2631,906$3,514,446None
Bernard Wealth Management Corp.2026-06-302026-08-2221$2,314None
Kings Path Partners LLC2026-03-312026-08-22351$35,890None
Forefront Wealth Partners, LLC2026-06-302026-08-2139,329$4,332,079None
Bullock Wealth Management Group2026-06-302026-08-2096$10,607None
Kingsview Wealth Management, LLC2026-06-302026-08-2012,006$1,322,499None
Archer Investment Corp2026-06-302026-08-201,463$161,149None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20249,449$27,476,814None
Beacon Pointe Advisors, LLC2026-06-302026-08-1944,361$4,886,382None
Copia Wealth Management2026-06-302026-08-197$771None
Denver PWM, LLC2026-06-302026-08-1919,221$2,217,303None
Legacy Edge Advisors, LLC2025-06-302026-08-185,297$501,255None
Strive Financial Group ,LLC2026-06-302026-08-1821$2,313None
Corient Private Wealth LP2026-06-302026-08-18874,489$96,325,386None
Empowered Funds, LLC2026-06-302026-08-1814,000$1,542,100None
Pure Financial Advisors, LLC2026-06-302026-08-1810,713$1,180,037None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-18183,058$20,171,033None
Equitable Holdings, Inc.2026-06-302026-08-18264,252$29,107,354None
Proficio Capital Partners LLC2026-06-302026-08-182,022$222,723None
BANK OZK2026-06-302026-08-182,687$295,973None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1867,360$7,420,000None
HILLTOP WEALTH ADVISORS, LLC2026-06-302026-08-1546,125$5,080,707None
Alpine Global Management, LLC2026-06-302026-08-152,302$253,565None
Synergy Investment Management, LLC2026-06-302026-08-157,836$863,104None
Murphy & Mullick Capital Management Corp2026-06-302026-08-1516$1,762None
Glen Eagle Advisors, LLC2026-06-302026-08-1582$9,032None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15773$85,146None
JPL Wealth Management, LLC2026-06-302026-08-15148$16,303None
Modern Wealth Management, LLC2026-06-302026-08-15247,856$27,301,326None
Mutual Advisors, LLC2026-06-302026-08-1569,391$7,643,446None
Nemes Rush Group LLC2026-06-302026-08-15195$21,479None
Strategies Wealth Advisors, LLC2026-06-302026-08-15191,032$21,042,181None
Clifford Group, LLC2026-06-302026-08-152,997$330,120None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-152,315$254,997None
COFG Advisors, LLC2026-06-302026-08-156,650$732,547None
Perennial Investment Advisors, LLC2026-06-302026-08-1512,108$1,333,640None
Riverwater Partners LLC2026-06-302026-08-159,463$1,042,349None
American Trust2026-06-302026-08-153,894$428,978None
KINTRA WEALTH, LLC2026-06-302026-08-15591,891$68,256,894None
Ameritas Advisory Services, LLC2026-06-302026-08-15140,385$15,463,459None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗AFFINITY WEALTH LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗Advus Financial Partners, LLC ↗MLG Wealth Management DBA Pine Grove Financial Group ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.