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 824 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
8,913
shares
|
$1.13 Million
1.22% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
8,790
shares
|
$1.12 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,702
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2023
Added 31.77%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
8,655
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
8,626
shares
|
$1.1 Million
0.47% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
8,453
shares
|
$1.07 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
8,446
shares
|
$1.07 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
8,361
shares
|
$1.06 Million
0.01% of portfolio
|
Q4 2022
Added 1.59%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
8,320
shares
|
$1.06 Million
0.5% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
8,252
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Added 418.02%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
8,235
shares
|
$1.05 Million
0.09% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,090
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
Reduced 66.55%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
8,059
shares
|
$1.02 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
7,973
shares
|
$1.01 Million
0.24% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
7,943
shares
|
$1.01 Million
0.6% of portfolio
|
Q2 2024
Added 9.32%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
7,806
shares
|
$991,518
0.07% of portfolio
|
Q1 2024
Added 314.11%
|
|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
7,782
shares
|
$988,469
0.2% of portfolio
|
Q4 2024
Added 23.72%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
7,637
shares
|
$970,051
0.1% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
7,633
shares
|
$969,543
0.04% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
7,605
shares
|
$965,987
0.05% of portfolio
|
Q4 2022
Reduced 0.31%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
7,573
shares
|
$961,922
0.29% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
7,484
shares
|
$950,617
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
7,483
shares
|
$950,490
0.41% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
7,461
shares
|
$947,696
0.1% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
7,375
shares
|
$936,772
0.11% of portfolio
|
Q3 2024
Added 10.54%
|