As of the latest SEC filings, ISHARES CORE US VALUE ETF (IUSV) is held by 6 institutional funds. The largest fund shareholder is Equitable Conservative Growth MF/ETF (N/A), holding an estimated $3,946,850.00 in market value, representing 4.98% of its portfolio.
Funds holding ISHARES CORE US VALUE ETF (IUSV)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- IUSV
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
-
Equitable Conservative Growth MF/ETF
|
ETF | Independent / Boutique | 4.98% | $3,946,850.00 | 38,600 | Mar 31, 2026 | Jun 25, 2026 |
|
-
Global Atlantic BlackRock Selects Managed Risk Portfolio
|
ETF | Independent / Boutique | 1.96% | $2,421,484.50 | 23,682 | Mar 31, 2026 | May 26, 2026 |
|
-
Equitable Growth MF/ETF Portfolio
|
ETF | Independent / Boutique | 4.91% | $1,973,425.00 | 19,300 | Mar 31, 2026 | Jun 25, 2026 |
|
-
Equitable Moderate Growth MF/ETF Portfolio
|
ETF | Independent / Boutique | 4.93% | $1,881,400.00 | 18,400 | Mar 31, 2026 | Jun 25, 2026 |
|
USEW
Cambria US EW ETF
|
ETF | Independent / Boutique | 0.76% | $1,353,894.30 | 12,585 | Feb 27, 2026 | Apr 29, 2026 |
|
NDAA
Ned Davis Research 360 Dynamic Allocation ETF
|
ETF | Independent / Boutique | 13.11% | $398,468.25 | 3,897 | Mar 31, 2026 | May 28, 2026 |
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