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 |
|---|---|---|---|---|---|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
4,949
shares
|
$616,744
0.37% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
4,937
shares
|
$615,248
0.25% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
4,930
shares
|
$614,376
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
4,890
shares
|
$609,391
0.08% of portfolio
|
Q4 2024
Reduced 17.12%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,835
shares
|
$602,537
0.0% of portfolio
|
Q4 2024
Added 67.36%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
4,802
shares
|
$598,425
0.01% of portfolio
|
Q4 2024
Reduced 28.86%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,801
shares
|
$598,300
0.04% of portfolio
|
Q4 2021
Reduced 3.79%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
4,800
shares
|
$598,176
0.13% of portfolio
|
Q4 2023
Added 0.93%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Feb 14, 2025 Q4 2024 |
4,757
shares
|
$592,817
0.19% of portfolio
|
Q2 2024
Reduced 16.7%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
4,738
shares
|
$590,449
0.27% of portfolio
|
Q1 2024
Added 18.72%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
4,736
shares
|
$590,200
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
4,728
shares
|
$589,203
0.01% of portfolio
|
Q4 2024
Reduced 44.1%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
4,710
shares
|
$586,960
0.07% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
4,685
shares
|
$583,844
0.13% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,679
shares
|
$583,096
0.07% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
4,679
shares
|
$583,096
0.06% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Bennett Selby Investments LP
|
Apr 14, 2025 Q1 2025 |
4,678
shares
|
$582,972
0.23% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
4,618
shares
|
$575,495
0.01% of portfolio
|
Q4 2024
Added 119.17%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
4,615
shares
|
$575,121
0.42% of portfolio
|
Q1 2024
Added 1.32%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,612
shares
|
$574,747
0.66% of portfolio
|
Q2 2022
Added 15.01%
|
|
|
Melone Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
4,547
shares
|
$566,647
0.3% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
4,546
shares
|
$566,522
0.05% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
4,535
shares
|
$565,151
0.02% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
4,526
shares
|
$564,030
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
4,513
shares
|
$562,410
0.01% of portfolio
|
Q1 2025
Added 2.5%
|