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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
53,226
shares
|
$7.29 Million
0.13% of portfolio
|
Q3 2024
Reduced 19.66%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
52,951
shares
|
$7.25 Million
0.01% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
51,056
shares
|
$6.99 Million
3.78% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
48,420
shares
|
$6.63 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
48,120
shares
|
$6.59 Million
1.14% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
47,076
shares
|
$6.45 Million
0.11% of portfolio
|
Q3 2022
Added 23.35%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
44,571
shares
|
$6.1 Million
0.38% of portfolio
|
Q3 2024
Added 13.48%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
43,219
shares
|
$5.92 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
43,161
shares
|
$5.91 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
41,488
shares
|
$5.68 Million
3.42% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
40,670
shares
|
$5.57 Million
0.34% of portfolio
|
Q3 2024
Added 109.38%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
40,244
shares
|
$5.51 Million
0.03% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
40,060
shares
|
$5.49 Million
0.82% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
39,993
shares
|
$5.48 Million
0.17% of portfolio
|
Q3 2024
Added 10.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
39,974
shares
|
$5.47 Million
0.04% of portfolio
|
Q3 2024
Added 22.36%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
39,742
shares
|
$5.44 Million
0.48% of portfolio
|
Q3 2024
Reduced 39.49%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
38,892
shares
|
$5.33 Million
0.15% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
38,388
shares
|
$5.26 Million
0.16% of portfolio
|
Q3 2024
Reduced 25.7%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
38,241
shares
|
$5.24 Million
1.8% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
37,859
shares
|
$5.18 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
37,496
shares
|
$5.13 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
37,332
shares
|
$5.11 Million
0.06% of portfolio
|
Q3 2024
Added 17.76%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
37,316
shares
|
$5.11 Million
0.14% of portfolio
|
Q1 2023
Reduced 2.47%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
37,284
shares
|
$5.11 Million
3.73% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
37,118
shares
|
$5.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.17%
|