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 825 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 $14.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
5,553
shares
|
$692,014
0.3% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
5,538
shares
|
$690,145
0.01% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
5,535
shares
|
$689,771
0.09% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
5,527
shares
|
$688,774
0.14% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
5,520
shares
|
$687,902
0.24% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,513
shares
|
$687,030
0.0% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
5,462
shares
|
$680,674
0.06% of portfolio
|
Q4 2024
Added 210.87%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,401
shares
|
$673,072
0.04% of portfolio
|
Q4 2023
Added 32.38%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
5,394
shares
|
$672,200
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
5,385
shares
|
$671,078
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
5,379
shares
|
$670,330
0.11% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
5,346
shares
|
$666,218
0.11% of portfolio
|
Q4 2023
Reduced 4.12%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
5,331
shares
|
$664,349
0.04% of portfolio
|
Q1 2024
Reduced 11.59%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
5,315
shares
|
$662,355
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
5,309
shares
|
$661,607
0.18% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
5,274
shares
|
$657,245
0.1% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
5,263
shares
|
$655,875
0.01% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
5,263
shares
|
$655,875
0.07% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
5,228
shares
|
$651,513
0.27% of portfolio
|
Q4 2024
Reduced 12.75%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
5,180
shares
|
$645,531
0.41% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
5,143
shares
|
$640,920
0.05% of portfolio
|
Q4 2024
Added 40.56%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
5,106
shares
|
$636,309
0.08% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
5,063
shares
|
$630,951
0.03% of portfolio
|
Q4 2024
Reduced 47.3%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
5,023
shares
|
$625,966
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
5,012
shares
|
$624,595
0.38% of portfolio
|
Q1 2025
Reduced 0.28%
|