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 822 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
5,657
shares
|
$813,193
0.3% of portfolio
|
Q2 2023
Reduced 0.04%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
5,623
shares
|
$808,306
0.16% of portfolio
|
Q1 2024
Added 2.44%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
5,574
shares
|
$801,262
0.07% of portfolio
|
Q1 2025
Reduced 15.58%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
5,553
shares
|
$798,243
0.3% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
5,527
shares
|
$794,506
0.14% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
5,520
shares
|
$793,500
0.24% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
5,451
shares
|
$783,581
0.04% of portfolio
|
Q1 2025
Added 266.08%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,401
shares
|
$776,393
0.04% of portfolio
|
Q4 2023
Added 32.38%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
5,394
shares
|
$775,387
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
5,388
shares
|
$774,525
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
5,385
shares
|
$774,093
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
5,379
shares
|
$773,231
0.09% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
5,346
shares
|
$768,487
0.11% of portfolio
|
Q4 2023
Reduced 4.12%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
5,331
shares
|
$766,331
0.04% of portfolio
|
Q1 2024
Reduced 11.59%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
5,321
shares
|
$764,893
0.07% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
5,309
shares
|
$763,168
0.17% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
5,274
shares
|
$758,137
0.1% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
5,223
shares
|
$750,806
0.63% of portfolio
|
Q1 2025
Added 94.38%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
5,209
shares
|
$748,793
0.13% of portfolio
|
Q1 2025
Added 62.73%
|
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
5,180
shares
|
$744,625
0.41% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
5,149
shares
|
$740,168
0.25% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
5,106
shares
|
$733,987
0.08% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,074
shares
|
$729,387
0.01% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Sage Financial Management Group, Inc.
|
Apr 23, 2025 Q1 2025 |
5,065
shares
|
$728,093
0.23% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
5,052
shares
|
$726,225
0.03% of portfolio
|
Q1 2025
Reduced 0.22%
|