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 838 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 $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
493,711
shares
|
$76.2 Million
23.85% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
481,052
shares
|
$74.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
466,482
shares
|
$72 Million
0.34% of portfolio
|
Q1 2025
Added 34.28%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
460,475
shares
|
$71.1 Million
2.42% of portfolio
|
Q2 2025
Added 13.09%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
436,228
shares
|
$67.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 38.69%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
405,832
shares
|
$62.6 Million
7.05% of portfolio
|
Q3 2023
Added 1.64%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
390,148
shares
|
$60.2 Million
13.89% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
382,782
shares
|
$59.1 Million
0.1% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
370,389
shares
|
$57.2 Million
7.79% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
360,731
shares
|
$55.7 Million
9.18% of portfolio
|
Q2 2025
Reduced 21.8%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jul 21, 2025 Q2 2025 |
334,365
shares
|
$51.6 Million
14.72% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
315,003
shares
|
$48.6 Million
17.54% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Apr 30, 2025 Q1 2025 |
286,068
shares
|
$44.2 Million
13.69% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
275,742
shares
|
$42.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.68%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
274,436
shares
|
$42.4 Million
0.12% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
264,663
shares
|
$40.9 Million
2.85% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
264,390
shares
|
$40.8 Million
9.31% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
250,337
shares
|
$38.6 Million
2.89% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
247,461
shares
|
$38.2 Million
0.31% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
246,106
shares
|
$38 Million
12.96% of portfolio
|
Q2 2025
Added 7.2%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
241,047
shares
|
$37.2 Million
20.37% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
235,919
shares
|
$36.4 Million
0.41% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
234,376
shares
|
$36.2 Million
0.01% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
231,521
shares
|
$35.7 Million
1.26% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
226,677
shares
|
$35 Million
1.67% of portfolio
|
Q4 2024
Reduced 1.95%
|