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 |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
120,520
shares
|
$16.5 Million
0.14% of portfolio
|
Q3 2024
Reduced 17.91%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
119,828
shares
|
$16.4 Million
1.07% of portfolio
|
Q3 2024
Added 9.92%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
118,738
shares
|
$16.3 Million
6.72% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
118,568
shares
|
$16.2 Million
1.92% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 12, 2024 Q3 2024 |
113,685
shares
|
$15.6 Million
10.0% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
111,156
shares
|
$15.2 Million
3.81% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
107,599
shares
|
$14.7 Million
3.99% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
107,300
shares
|
$14.7 Million
5.08% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
104,138
shares
|
$14.3 Million
9.01% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
99,499
shares
|
$13.6 Million
0.0% of portfolio
|
Q3 2024
Added 20.51%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
99,077
shares
|
$13.6 Million
0.21% of portfolio
|
Q3 2024
Added 77.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
98,601
shares
|
$13.5 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
96,355
shares
|
$13.2 Million
6.09% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
95,052
shares
|
$13 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Ironwood Wealth Management, Inc.
|
Oct 07, 2024 Q3 2024 |
94,966
shares
|
$13 Million
6.14% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
94,363
shares
|
$12.9 Million
2.33% of portfolio
|
Q3 2024
Reduced 39.4%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
93,314
shares
|
$12.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
92,696
shares
|
$12.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.03%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
92,643
shares
|
$12.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 60.76%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
92,379
shares
|
$12.7 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
91,570
shares
|
$12.5 Million
2.1% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
90,772
shares
|
$12.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
90,535
shares
|
$12.4 Million
1.91% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
90,030
shares
|
$12.3 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
88,705
shares
|
$12.1 Million
6.11% of portfolio
|
Q3 2024
Reduced 0.78%
|