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 |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
7,366
shares
|
$935,629
0.45% of portfolio
|
Q4 2024
Added 14.1%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
7,222
shares
|
$917,338
0.03% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
7,214
shares
|
$916,322
0.2% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
7,100
shares
|
$901,842
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
7,000
shares
|
$889,140
0.14% of portfolio
|
Q3 2021
New holding
|
|
|
Tl Private Wealth
|
Apr 09, 2025 Q1 2025 |
6,999
shares
|
$889,012
0.4% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
6,997
shares
|
$888,758
0.06% of portfolio
|
Q4 2024
Reduced 9.46%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
6,990
shares
|
$887,869
0.23% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
6,982
shares
|
$886,853
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
6,959
shares
|
$883,932
0.07% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
6,950
shares
|
$882,789
0.01% of portfolio
|
Q4 2024
Reduced 21.05%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
6,843
shares
|
$869,197
0.36% of portfolio
|
Q4 2023
Reduced 9.56%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,736
shares
|
$855,606
0.6% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
6,721
shares
|
$853,701
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
6,704
shares
|
$851,542
0.0% of portfolio
|
Q4 2024
Reduced 25.63%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
6,700
shares
|
$851,034
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
6,682
shares
|
$848,747
0.13% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Oak Ridge Investments LLC
|
Jan 15, 2025 Q4 2024 |
6,658
shares
|
$845,699
0.07% of portfolio
|
Q4 2024
Added 53.98%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
6,603
shares
|
$838,713
0.1% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
6,584
shares
|
$836,299
0.05% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,581
shares
|
$835,918
0.13% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
6,563
shares
|
$833,632
0.0% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
6,554
shares
|
$832,489
0.0% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
6,507
shares
|
$826,519
0.09% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
6,450
shares
|
$819,279
0.02% of portfolio
|
Q4 2024
Added 2.38%
|