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 822 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 $17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
225,166
shares
|
$31.9 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
212,302
shares
|
$30 Million
0.17% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
211,004
shares
|
$29.9 Million
0.09% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
201,212
shares
|
$28.5 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
199,172
shares
|
$28.2 Million
0.39% of portfolio
|
Q1 2025
Added 29.9%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
194,123
shares
|
$27.5 Million
0.04% of portfolio
|
Q1 2025
Added 24.06%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
192,679
shares
|
$27.3 Million
3.01% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
192,596
shares
|
$27.3 Million
6.94% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
190,314
shares
|
$26.9 Million
0.8% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
185,535
shares
|
$26.3 Million
3.18% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
185,535
shares
|
$26.3 Million
3.19% of portfolio
|
Q4 2022
Added 45.9%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
185,185
shares
|
$26.2 Million
0.17% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
179,796
shares
|
$25.4 Million
2.79% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
174,753
shares
|
$24.7 Million
7.76% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Doliver Advisors, LP
Houston, TX |
Apr 08, 2025 Q1 2025 |
172,362
shares
|
$24.4 Million
6.5% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
168,436
shares
|
$23.8 Million
5.82% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
167,054
shares
|
$23.6 Million
0.11% of portfolio
|
Q1 2025
Reduced 10.31%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
May 13, 2025 Q1 2025 |
163,518
shares
|
$23.1 Million
6.07% of portfolio
|
Q1 2025
Added 33.89%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
155,130
shares
|
$22 Million
1.43% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
150,312
shares
|
$21.3 Million
4.91% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
145,851
shares
|
$20.6 Million
0.25% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
143,654
shares
|
$20.3 Million
0.2% of portfolio
|
Q3 2023
Reduced 2.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
142,951
shares
|
$20.2 Million
0.02% of portfolio
|
Q1 2025
Added 13.78%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
140,087
shares
|
$19.8 Million
0.44% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
139,140
shares
|
$19.7 Million
0.59% of portfolio
|
Q1 2025
Added 1.01%
|