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 739 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $15.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
231,182
shares
|
$31.7 Million
1.38% of portfolio
|
Q3 2024
Added 5.55%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
228,271
shares
|
$31.3 Million
0.39% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 02, 2024 Q3 2024 |
216,811
shares
|
$29.7 Million
8.28% of portfolio
|
Q3 2024
Reduced 22.09%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
197,883
shares
|
$27.1 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
197,326
shares
|
$27 Million
0.17% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
193,329
shares
|
$26.5 Million
3.41% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
185,535
shares
|
$25.4 Million
3.18% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
185,535
shares
|
$25.4 Million
3.19% of portfolio
|
Q4 2022
Added 45.9%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
182,206
shares
|
$25 Million
6.01% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
181,184
shares
|
$24.8 Million
3.02% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Forth Right Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
177,514
shares
|
$24.3 Million
8.07% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
160,959
shares
|
$22 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
159,039
shares
|
$21.8 Million
6.42% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
158,226
shares
|
$21.7 Million
0.07% of portfolio
|
Q3 2024
Added 137.74%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
150,952
shares
|
$20.7 Million
0.26% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
143,654
shares
|
$19.7 Million
0.2% of portfolio
|
Q3 2023
Reduced 2.37%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
143,127
shares
|
$19.6 Million
1.06% of portfolio
|
Q3 2024
Added 13.95%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
140,856
shares
|
$19.3 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
139,483
shares
|
$19.1 Million
3.93% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
137,931
shares
|
$18.9 Million
0.44% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
136,708
shares
|
$18.7 Million
0.61% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
134,920
shares
|
$18.5 Million
3.08% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
133,274
shares
|
$18.3 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
123,024
shares
|
$16.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 60.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
122,965
shares
|
$16.8 Million
0.02% of portfolio
|
Q3 2024
Added 0.03%
|