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 |
|---|---|---|---|---|---|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
5,023
shares
|
$722,056
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
5,012
shares
|
$720,475
0.38% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
4,985
shares
|
$716,593
0.07% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
4,949
shares
|
$711,418
0.32% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
4,897
shares
|
$703,943
0.07% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
4,802
shares
|
$690,287
0.01% of portfolio
|
Q4 2024
Reduced 28.86%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,801
shares
|
$690,143
0.04% of portfolio
|
Q4 2021
Reduced 3.79%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
4,800
shares
|
$690,000
0.12% of portfolio
|
Q4 2023
Added 0.93%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
4,757
shares
|
$683,818
0.02% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
4,742
shares
|
$681,662
0.48% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
4,738
shares
|
$681,087
0.27% of portfolio
|
Q1 2024
Added 18.72%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
4,728
shares
|
$679,650
0.02% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
4,712
shares
|
$677,350
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
4,685
shares
|
$673,468
0.13% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
4,682
shares
|
$673,037
0.01% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
4,679
shares
|
$672,606
0.05% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,679
shares
|
$672,606
0.07% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Bennett Selby Investments LP
|
Apr 14, 2025 Q1 2025 |
4,678
shares
|
$672,462
0.23% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
4,660
shares
|
$669,875
0.0% of portfolio
|
Q1 2025
Reduced 93.95%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
4,657
shares
|
$669,443
0.01% of portfolio
|
Q1 2025
Added 81.42%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Apr 29, 2025 Q1 2025 |
4,646
shares
|
$667,862
0.21% of portfolio
|
Q1 2025
Added 14.77%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,621
shares
|
$664,268
0.02% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
4,615
shares
|
$663,406
0.39% of portfolio
|
Q1 2024
Added 1.32%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,612
shares
|
$662,975
0.66% of portfolio
|
Q2 2022
Added 15.01%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
4,587
shares
|
$659,381
0.17% of portfolio
|
Q1 2025
Added 1.89%
|