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 |
|---|---|---|---|---|---|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
41,143
shares
|
$6.68 Million
4.7% of portfolio
|
Q2 2025
Added 21.06%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
41,017
shares
|
$6.66 Million
3.51% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
40,377
shares
|
$6.56 Million
1.54% of portfolio
|
Q2 2025
Added 16.15%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
39,655
shares
|
$6.44 Million
0.23% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
39,547
shares
|
$6.42 Million
3.0% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Aug 18, 2025 Q2 2025 |
38,421
shares
|
$6.24 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
38,294
shares
|
$6.22 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
38,111
shares
|
$6.19 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
37,639
shares
|
$6.11 Million
0.46% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
37,316
shares
|
$6.06 Million
0.14% of portfolio
|
Q1 2023
Reduced 2.47%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
37,130
shares
|
$6.03 Million
0.14% of portfolio
|
Q2 2025
Reduced 25.82%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
37,098
shares
|
$6.03 Million
1.22% of portfolio
|
Q2 2022
Added 1.12%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
36,887
shares
|
$5.99 Million
0.55% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
35,863
shares
|
$5.83 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
35,822
shares
|
$5.82 Million
0.06% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
34,612
shares
|
$5.62 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
34,363
shares
|
$5.58 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
34,315
shares
|
$5.57 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
33,372
shares
|
$5.42 Million
0.27% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
32,945
shares
|
$5.35 Million
0.64% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
32,860
shares
|
$5.34 Million
0.0% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
32,424
shares
|
$5.27 Million
0.02% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
32,033
shares
|
$5.2 Million
1.19% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
31,911
shares
|
$5.18 Million
0.03% of portfolio
|
Q2 2025
Added 19.58%
|
|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
31,905
shares
|
$5.18 Million
1.74% of portfolio
|
Q2 2025
Added 1.76%
|