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 |
|---|---|---|---|---|---|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
4,602
shares
|
$751,138
0.08% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Sage Financial Management Group, Inc.
|
Jul 21, 2025 Q2 2025 |
4,588
shares
|
$748,853
0.24% of portfolio
|
Q2 2025
Reduced 9.42%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
4,533
shares
|
$739,876
0.14% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,527
shares
|
$738,896
0.0% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
4,505
shares
|
$735,306
0.05% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
4,500
shares
|
$734,490
0.06% of portfolio
|
Q1 2023
Added 2.27%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
4,478
shares
|
$730,899
0.17% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Rpg Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
4,468
shares
|
$729,266
0.09% of portfolio
|
Q2 2025
Reduced 47.96%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
4,448
shares
|
$726,002
0.0% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,386
shares
|
$715,882
0.04% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
4,385
shares
|
$715,719
0.06% of portfolio
|
Q2 2025
Reduced 12.04%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
4,381
shares
|
$715,066
0.18% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 16, 2025 Q2 2025 |
4,365
shares
|
$712,455
0.4% of portfolio
|
Q3 2023
Reduced 33.36%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
4,363
shares
|
$712,128
0.19% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
4,342
shares
|
$708,701
0.05% of portfolio
|
Q1 2025
Reduced 17.5%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
4,315
shares
|
$704,294
0.41% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
4,303
shares
|
$702,335
0.27% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Boyd Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,299
shares
|
$701,682
0.28% of portfolio
|
Q2 2025
Added 34.43%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,297
shares
|
$701,356
0.03% of portfolio
|
Q2 2025
Reduced 71.61%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
4,275
shares
|
$697,765
0.02% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 11, 2025 Q2 2025 |
4,244
shares
|
$692,705
0.01% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
4,240
shares
|
$692,052
0.27% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
4,227
shares
|
$689,930
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
4,196
shares
|
$684,871
0.09% of portfolio
|
Q3 2025
Added 11.57%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
4,171
shares
|
$680,790
0.03% of portfolio
|
Q4 2024
Added 1.26%
|