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 879 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 |
|---|---|---|---|---|---|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 18, 2025 Q2 2025 |
3,731
shares
|
$608,973
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
3,686
shares
|
$601,628
0.01% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
3,679
shares
|
$600,486
0.0% of portfolio
|
Q2 2025
Added 111.07%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
3,678
shares
|
$600,323
0.05% of portfolio
|
Q2 2025
Reduced 21.39%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
3,670
shares
|
$599,017
0.01% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
3,647
shares
|
$595,263
0.0% of portfolio
|
Q2 2025
Added 22.3%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
3,646
shares
|
$595,100
0.53% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
3,618
shares
|
$590,529
0.0% of portfolio
|
Q2 2025
Added 9.64%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
3,614
shares
|
$589,877
0.04% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
3,599
shares
|
$587,428
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,589
shares
|
$585,796
0.05% of portfolio
|
Q2 2025
Reduced 32.55%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
3,531
shares
|
$576,329
0.18% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
3,526
shares
|
$575,513
0.02% of portfolio
|
Q1 2025
Reduced 17.17%
|
|
|
First City Capital Management, Inc.
|
Oct 21, 2025 Q3 2025 |
3,439
shares
|
$561,313
0.31% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
3,419
shares
|
$558,049
0.0% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
3,396
shares
|
$554,295
0.1% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
3,387
shares
|
$552,826
0.02% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
3,360
shares
|
$548,419
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
3,328
shares
|
$543,196
0.22% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Monument Capital Management
|
Oct 14, 2025 Q3 2025 |
3,311
shares
|
$540,421
0.14% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
3,290
shares
|
$536,993
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
3,260
shares
|
$532,097
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
3,258
shares
|
$531,770
0.33% of portfolio
|
Q2 2025
Reduced 37.62%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
3,244
shares
|
$529,485
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
3,243
shares
|
$529,322
0.07% of portfolio
|
Q2 2024
Added 1.34%
|