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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Core S&P U.S. Value ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
9,038
Value (USD)
$834,151
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IUSV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IUSV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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.

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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.

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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.

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