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 873 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $20 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,148
shares
|
$840,256
0.03% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
5,145
shares
|
$839,766
0.09% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
5,124
shares
|
$836,339
0.27% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
5,102
shares
|
$832,748
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
5,035
shares
|
$821,812
0.14% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,035
shares
|
$821,812
0.02% of portfolio
|
Q2 2025
Reduced 11.87%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
5,026
shares
|
$820,343
0.02% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
5,019
shares
|
$819,201
0.39% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
4,949
shares
|
$807,775
0.39% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
4,925
shares
|
$803,858
0.0% of portfolio
|
Q2 2025
Added 123.36%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
4,913
shares
|
$801,899
0.07% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Oak Ridge Investments LLC
|
Jul 25, 2025 Q2 2025 |
4,844
shares
|
$790,637
0.05% of portfolio
|
Q2 2025
Reduced 28.66%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
4,802
shares
|
$783,782
0.01% of portfolio
|
Q4 2024
Reduced 28.86%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,801
shares
|
$783,619
0.04% of portfolio
|
Q4 2021
Reduced 3.79%
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
4,787
shares
|
$781,334
0.14% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
4,749
shares
|
$775,131
0.52% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
4,744
shares
|
$774,315
0.17% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
4,738
shares
|
$773,336
0.27% of portfolio
|
Q1 2024
Added 18.72%
|
|
|
Kaizen Financial Strategies
|
Aug 08, 2025 Q2 2025 |
4,732
shares
|
$772,357
0.39% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
4,707
shares
|
$768,276
0.67% of portfolio
|
Q2 2025
Reduced 57.26%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
4,657
shares
|
$760,115
0.06% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Bennett Selby Investments LP
|
Oct 08, 2025 Q3 2025 |
4,650
shares
|
$758,973
0.25% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
4,631
shares
|
$755,871
0.01% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
4,618
shares
|
$753,749
0.03% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,612
shares
|
$752,770
0.66% of portfolio
|
Q2 2022
Added 15.01%
|