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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
30,716
shares
|
$4.99 Million
0.32% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
30,573
shares
|
$4.97 Million
0.11% of portfolio
|
Q2 2025
Added 16.05%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
30,403
shares
|
$4.94 Million
2.0% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
29,796
shares
|
$4.84 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
29,392
shares
|
$4.77 Million
0.56% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
29,260
shares
|
$4.75 Million
0.01% of portfolio
|
Q2 2023
Reduced 6.47%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
29,249
shares
|
$4.75 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
29,193
shares
|
$4.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
28,919
shares
|
$4.7 Million
1.58% of portfolio
|
Q2 2025
Added 29.39%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
28,704
shares
|
$4.66 Million
0.01% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
27,907
shares
|
$4.53 Million
1.33% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
27,888
shares
|
$4.53 Million
1.8% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
27,816
shares
|
$4.52 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
27,787
shares
|
$4.51 Million
0.13% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
27,574
shares
|
$4.48 Million
0.57% of portfolio
|
Q2 2025
Added 25.28%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
27,493
shares
|
$4.47 Million
1.38% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
26,995
shares
|
$4.39 Million
1.73% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26,375
shares
|
$4.28 Million
0.09% of portfolio
|
Q2 2020
Added 18.98%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
26,246
shares
|
$4.26 Million
0.35% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
26,181
shares
|
$4.25 Million
0.12% of portfolio
|
Q1 2024
Reduced 10.82%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
26,003
shares
|
$4.22 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
25,682
shares
|
$4.17 Million
1.49% of portfolio
|
Q1 2024
Added 1.23%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
25,157
shares
|
$4.09 Million
0.46% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
24,964
shares
|
$4.06 Million
0.23% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
24,509
shares
|
$3.98 Million
1.15% of portfolio
|
Q2 2025
Reduced 8.55%
|