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 824 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $14.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
207,999
shares
|
$26.4 Million
0.93% of portfolio
|
Q4 2024
Added 52.15%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
206,709
shares
|
$26.3 Million
0.1% of portfolio
|
Q4 2024
Reduced 15.75%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
201,364
shares
|
$25.6 Million
0.16% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
201,158
shares
|
$25.6 Million
0.03% of portfolio
|
Q4 2024
Added 36877.57%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
200,126
shares
|
$25.4 Million
0.18% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
191,759
shares
|
$24.4 Million
7.18% of portfolio
|
Q4 2024
Reduced 26.01%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
187,288
shares
|
$23.8 Million
3.33% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
186,640
shares
|
$23.7 Million
3.37% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
186,503
shares
|
$23.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 98.75%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
186,252
shares
|
$23.7 Million
0.15% of portfolio
|
Q4 2024
Added 51.39%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
185,535
shares
|
$23.6 Million
3.18% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
185,535
shares
|
$23.6 Million
3.19% of portfolio
|
Q4 2022
Added 45.9%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
185,185
shares
|
$23.5 Million
0.17% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
184,986
shares
|
$23.5 Million
7.58% of portfolio
|
Q4 2024
Reduced 14.68%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
178,228
shares
|
$22.6 Million
7.38% of portfolio
|
Q4 2024
Added 12.07%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
175,369
shares
|
$22.3 Million
6.16% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
173,367
shares
|
$22 Million
8.4% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
169,080
shares
|
$21.5 Million
0.08% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
163,346
shares
|
$20.7 Million
0.05% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
156,477
shares
|
$19.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 71.03%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
153,330
shares
|
$19.5 Million
0.33% of portfolio
|
Q4 2024
Added 54.76%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
146,093
shares
|
$18.6 Million
1.19% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
144,517
shares
|
$18.4 Million
0.27% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
143,654
shares
|
$18.2 Million
0.2% of portfolio
|
Q3 2023
Reduced 2.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
140,087
shares
|
$17.8 Million
0.44% of portfolio
|
Q4 2024
Added 1.56%
|