Who Owns iShares Core S&P U.S. Value ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Core S&P U.S. Value ETF.
Who crossed 5% of IUSV →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| CANANDAIGUA NATIONAL BANK & TRUST COCom808.4K shtrimmed | $89.2M |
| Veracity Capital LLCCORE S&P US VLU374K shadded | $41.2M |
| LEGACY SOLUTIONS, LLCCORE S&P US VLU73.8K shadded | $8.1M |
| Canandaigua National Trust Co of FloridaCom72.6K shtrimmed | $8M |
| SAPIENT CAPITAL LLCCORE S&P US VLU65.4K shadded | $7.2M |
| Independence Financial Advisors, LLCCORE S&P US VLU58.6K shtrimmed | $6.5M |
| Breakwater Capital GroupCORE S&P US VLU44.2K shtrimmed | $4.9M |
| Farther Finance Advisors, LLCETF27.3K shadded | $3M |
| First Heartland Consultants, Inc.CORE RUSSELL VAL18.9K shtrimmed | $2.1M |
| Sound Income Strategies, LLCCORE S&P US VLU9.3K shtrimmed | $1M |
| COLLECTIVE FAMILY OFFICE LLCCORE S&P US VLU9.2K shheld | $1M |
| Cambridge Financial Group, LLCCORE S&P US VLU5.5K shheld | $603.2K |
| Invariant Investment ManagementCORE S&P US VLU5.1K shadded | $561.1K |
| Monument Capital ManagementCORE S&P US VLU5K shtrimmed | $554.5K |
| BAKER TILLY WEALTH MANAGEMENT, LLCCORE S&P US VLU4K shheld | $441.6K |
| Echo45 Advisors LLCCORE S&P US VLU3.7K sh— | $407.3K |
| MFA WEALTH ADVISORS, LLCCORE S&P US VLU3.4K shtrimmed | $379.4K |
| Valeo Financial Advisors, LLCETF3.3K shtrimmed | $365.6K |
| Weaver Consulting GroupCORE S&P US VLU3K shadded | $331.2K |
| Apella Capital, LLCCORE S&P US VLU2.8K shadded | $312.3K |
| CoreCap Advisors, LLCETF2.6K shadded | $281.9K |
| Rosenberg Matthew HamiltonETF1.1K shheld | $123.4K |
| Trust CoETF572 sh— | $63.1K |
| GAMMA Investing LLCETF538 shheld | $59.3K |
| ELEVATION WEALTH PARTNERS, LLCCORE S&P US VLU384 shheld | $42.3K |
| Bullock Wealth Management GroupETF96 shheld | $10.6K |
| Olistico Wealth, LLCETF72 shheld | $7.9K |
| Central Pacific Bank - Trust DivisionCORE S&P US VLU31 shheld | $3.4K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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