Institutional Ownership Ishares Core S&P U.S Growth Et (IUSG)
This table provides information about the institutional ownership of Ishares Core S&P U.S Growth Et (IUSG). We have compiled data on the 823 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $14.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
13,199
shares
|
$1.68 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
13,175
shares
|
$1.67 Million
0.32% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
12,871
shares
|
$1.63 Million
0.18% of portfolio
|
Q4 2024
Added 35.73%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
12,810
shares
|
$1.63 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
12,346
shares
|
$1.57 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
12,300
shares
|
$1.56 Million
0.12% of portfolio
|
Q1 2024
Reduced 25.9%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
12,253
shares
|
$1.56 Million
1.13% of portfolio
|
Q4 2024
Reduced 23.08%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
12,213
shares
|
$1.55 Million
0.05% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
12,174
shares
|
$1.55 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
11,821
shares
|
$1.5 Million
0.03% of portfolio
|
Q4 2024
Added 147.77%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
11,746
shares
|
$1.49 Million
0.29% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
11,486
shares
|
$1.46 Million
1.08% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
11,265
shares
|
$1.43 Million
0.17% of portfolio
|
Q4 2024
Added 11.18%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
11,050
shares
|
$1.4 Million
0.06% of portfolio
|
Q3 2024
Added 93.89%
|
|
|
Cim, LLC
|
Mar 03, 2025 Q4 2024 |
10,960
shares
|
$1.39 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
10,944
shares
|
$1.39 Million
0.2% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
10,893
shares
|
$1.38 Million
0.08% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
10,670
shares
|
$1.36 Million
0.02% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
10,660
shares
|
$1.35 Million
0.56% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
10,636
shares
|
$1.35 Million
0.48% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
10,614
shares
|
$1.35 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
10,577
shares
|
$1.34 Million
0.12% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
10,411
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2024
Added 145.95%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
10,409
shares
|
$1.32 Million
0.06% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
10,258
shares
|
$1.3 Million
0.42% of portfolio
|
Q4 2024
Added 82.3%
|