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 764 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
9,869
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
9,851
shares
|
$1.41 Million
0.01% of portfolio
|
Q1 2024
Reduced 11.18%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
9,794
shares
|
$1.4 Million
0.49% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
9,674
shares
|
$1.39 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,607
shares
|
$1.38 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
9,542
shares
|
$1.37 Million
1.07% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
9,483
shares
|
$1.36 Million
0.14% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
9,330
shares
|
$1.34 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
9,320
shares
|
$1.34 Million
0.39% of portfolio
|
Q4 2024
Reduced 18.55%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
9,255
shares
|
$1.33 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
9,164
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Added 83.57%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
9,136
shares
|
$1.31 Million
1.0% of portfolio
|
Q2 2024
Reduced 7.57%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
9,122
shares
|
$1.31 Million
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
9,071
shares
|
$1.3 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,047
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
9,014
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 124.9%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
8,927
shares
|
$1.28 Million
0.2% of portfolio
|
Q4 2024
Added 12.89%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
8,913
shares
|
$1.28 Million
1.22% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
8,803
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,702
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2023
Added 31.77%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
8,655
shares
|
$1.24 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
8,594
shares
|
$1.23 Million
0.52% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
8,590
shares
|
$1.23 Million
0.37% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
8,458
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
8,453
shares
|
$1.21 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.91%
|