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 |
|---|---|---|---|---|---|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
37,098
shares
|
$5.08 Million
1.22% of portfolio
|
Q2 2022
Added 1.12%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
36,724
shares
|
$5.03 Million
1.91% of portfolio
|
Q3 2024
Added 12.71%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
36,496
shares
|
$5 Million
0.01% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
34,978
shares
|
$4.79 Million
0.64% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
33,783
shares
|
$4.63 Million
1.71% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
32,990
shares
|
$4.52 Million
2.15% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
32,696
shares
|
$4.48 Million
0.11% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
32,502
shares
|
$4.45 Million
0.28% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
32,000
shares
|
$4.38 Million
1.08% of portfolio
|
Q3 2022
Reduced 3.12%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
31,682
shares
|
$4.34 Million
3.3% of portfolio
|
Q3 2024
Added 8.79%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
31,578
shares
|
$4.32 Million
2.06% of portfolio
|
Q3 2024
Reduced 13.08%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
30,642
shares
|
$4.2 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
30,481
shares
|
$4.17 Million
1.22% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
30,030
shares
|
$4.11 Million
0.55% of portfolio
|
Q3 2024
Added 29.88%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
30,003
shares
|
$4.11 Million
1.32% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
29,605
shares
|
$4.05 Million
0.01% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
29,545
shares
|
$4.05 Million
1.2% of portfolio
|
Q3 2024
Added 37.75%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
29,376
shares
|
$4.02 Million
1.79% of portfolio
|
Q3 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
29,376
shares
|
$4.02 Million
1.79% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
29,260
shares
|
$4.01 Million
0.01% of portfolio
|
Q2 2023
Reduced 6.47%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
28,767
shares
|
$3.94 Million
0.22% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
28,498
shares
|
$3.9 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
28,411
shares
|
$3.89 Million
1.94% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
27,964
shares
|
$3.83 Million
0.37% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
27,947
shares
|
$3.83 Million
2.69% of portfolio
|
Q3 2024
Added 10.69%
|