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 821 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $14.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
2,923
shares
|
$362,072
0.02% of portfolio
|
Q3 2024
Added 1.04%
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
2,918
shares
|
$361,452
0.07% of portfolio
|
Q3 2023
Added 5.12%
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,907
shares
|
$360,090
0.01% of portfolio
|
Q4 2024
Added 31.24%
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
2,874
shares
|
$356,002
0.2% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
2,873
shares
|
$355,878
0.16% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
2,867
shares
|
$355,135
0.07% of portfolio
|
Q4 2023
New holding
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Feb 13, 2025 Q4 2024 |
2,864
shares
|
$354,763
0.32% of portfolio
|
Q4 2024
New holding
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
2,840
shares
|
$351,790
0.0% of portfolio
|
Q1 2025
New holding
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
2,836
shares
|
$351,295
0.18% of portfolio
|
Q4 2023
New holding
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
2,754
shares
|
$341,137
0.09% of portfolio
|
Q3 2023
Reduced 1.01%
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,707
shares
|
$335,316
0.0% of portfolio
|
Q4 2024
Added 0.19%
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
2,684
shares
|
$332,467
0.11% of portfolio
|
Q2 2024
Added 19.5%
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
2,681
shares
|
$332,095
0.06% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
2,654
shares
|
$328,750
0.02% of portfolio
|
Q4 2024
Reduced 42.72%
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
2,649
shares
|
$328,131
0.05% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
2,632
shares
|
$326,025
0.05% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
2,580
shares
|
$319,584
0.07% of portfolio
|
Q1 2025
New holding
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
2,580
shares
|
$319,584
0.0% of portfolio
|
Q4 2024
Added 36.94%
|
|
Northside Capital Management, LLC
|
Apr 10, 2025 Q1 2025 |
2,570
shares
|
$318,345
0.05% of portfolio
|
Q4 2023
New holding
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,567
shares
|
$317,974
0.0% of portfolio
|
Q4 2024
Reduced 44.83%
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,567
shares
|
$317,974
0.0% of portfolio
|
Q4 2024
New holding
|
|
Gen Wealth Group, Inc.
|
Apr 10, 2025 Q1 2025 |
2,552
shares
|
$316,116
0.07% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
2,509
shares
|
$310,789
0.11% of portfolio
|
Q1 2025
Added 0.08%
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
2,500
shares
|
$309,675
0.02% of portfolio
|
Q3 2022
Reduced 17.38%
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
2,494
shares
|
$308,931
0.05% of portfolio
|
Q1 2025
Added 2.3%
|