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 872 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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
231,521
shares
|
$37.6 Million
1.26% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
229,873
shares
|
$37.3 Million
0.05% of portfolio
|
Q2 2025
Added 18.42%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
226,677
shares
|
$36.8 Million
1.67% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
223,016
shares
|
$36.2 Million
0.8% of portfolio
|
Q2 2025
Added 9508.62%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
218,023
shares
|
$35.4 Million
0.37% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
211,254
shares
|
$34.3 Million
0.09% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
209,690
shares
|
$34.1 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
204,805
shares
|
$33.3 Million
3.36% of portfolio
|
Q2 2025
Added 13.91%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
204,783
shares
|
$33.3 Million
0.18% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
204,668
shares
|
$33.2 Million
7.66% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
204,582
shares
|
$33.2 Million
0.43% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
193,251
shares
|
$31.4 Million
3.32% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
185,535
shares
|
$30.1 Million
3.18% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
185,535
shares
|
$30.1 Million
3.19% of portfolio
|
Q4 2022
Added 45.9%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
185,185
shares
|
$30.1 Million
0.17% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
181,518
shares
|
$29.5 Million
1.2% of portfolio
|
Q2 2025
New holding
|
|
|
Forth Right Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
181,076
shares
|
$29.4 Million
8.68% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
180,630
shares
|
$29.3 Million
7.0% of portfolio
|
Q2 2025
Added 10.46%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
172,260
shares
|
$28 Million
0.14% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
159,573
shares
|
$25.9 Million
6.1% of portfolio
|
Q2 2025
Reduced 5.26%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
154,672
shares
|
$25.1 Million
0.86% of portfolio
|
Q2 2025
Reduced 18.73%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
145,409
shares
|
$23.6 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
143,654
shares
|
$23.3 Million
0.2% of portfolio
|
Q3 2023
Reduced 2.37%
|
|
|
Hudock, Inc.
|
Aug 08, 2025 Q2 2025 |
143,128
shares
|
$23.2 Million
3.47% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
140,984
shares
|
$22.9 Million
0.03% of portfolio
|
Q2 2025
Added 1.33%
|