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 |
---|---|---|---|---|---|
Ironwood Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
90,461
shares
|
$12.8 Million
5.7% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
90,135
shares
|
$12.8 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
88,983
shares
|
$12.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
86,765
shares
|
$12.3 Million
5.96% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
85,797
shares
|
$12.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
82,823
shares
|
$11.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
81,788
shares
|
$11.6 Million
0.34% of portfolio
|
Q1 2025
Added 5.7%
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
80,199
shares
|
$11.4 Million
6.23% of portfolio
|
Q1 2025
Added 13.82%
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
79,460
shares
|
$11.2 Million
1.11% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
79,428
shares
|
$11.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
78,381
shares
|
$11.1 Million
0.01% of portfolio
|
Q1 2025
Added 13.55%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
76,488
shares
|
$10.8 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
75,557
shares
|
$10.7 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
Aafmaa Wealth Management & Trust LLC
|
Apr 11, 2025 Q1 2025 |
71,457
shares
|
$10.1 Million
4.22% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
70,060
shares
|
$9.92 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
70,056
shares
|
$9.92 Million
0.78% of portfolio
|
Q1 2025
Added 19.81%
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
69,112
shares
|
$9.78 Million
0.04% of portfolio
|
Q1 2025
Added 0.88%
|
|
Bos Asset Management, LLC
Springfield, IL |
May 22, 2025 Q1 2025 |
68,351
shares
|
$9.67 Million
2.98% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
68,121
shares
|
$9.64 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
67,822
shares
|
$9.6 Million
1.04% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
62,976
shares
|
$8.91 Million
0.01% of portfolio
|
Q1 2025
Added 11.21%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
60,723
shares
|
$8.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.45%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
60,381
shares
|
$8.55 Million
0.04% of portfolio
|
Q1 2025
Added 0.01%
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
60,285
shares
|
$8.53 Million
3.6% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
56,438
shares
|
$7.99 Million
3.15% of portfolio
|
Q1 2025
Added 11.71%
|