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 868 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 $19.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
24,509
shares
|
$3.84 Million
1.15% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
24,411
shares
|
$3.82 Million
1.31% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
24,042
shares
|
$3.76 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
23,485
shares
|
$3.68 Million
1.51% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
23,453
shares
|
$3.67 Million
1.41% of portfolio
|
Q2 2025
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
23,355
shares
|
$3.66 Million
0.02% of portfolio
|
Q2 2025
Reduced 19.54%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
23,336
shares
|
$3.65 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Aug 14, 2025 Q2 2025 |
22,774
shares
|
$3.56 Million
0.87% of portfolio
|
Q2 2025
Added 10.96%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
22,566
shares
|
$3.53 Million
2.98% of portfolio
|
Q1 2024
New holding
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
22,329
shares
|
$3.49 Million
2.32% of portfolio
|
Q2 2025
New holding
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
22,308
shares
|
$3.49 Million
0.37% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
22,030
shares
|
$3.45 Million
0.08% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
21,965
shares
|
$3.44 Million
0.36% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
21,768
shares
|
$3.41 Million
0.09% of portfolio
|
Q1 2025
Added 24.62%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
21,300
shares
|
$3.33 Million
0.01% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
21,075
shares
|
$3.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
21,069
shares
|
$3.3 Million
0.49% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
21,024
shares
|
$3.29 Million
0.03% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
20,301
shares
|
$3.18 Million
0.0% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
20,156
shares
|
$3.15 Million
2.55% of portfolio
|
Q2 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
19,899
shares
|
$3.11 Million
0.02% of portfolio
|
Q2 2025
Added 21.4%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
19,300
shares
|
$3.02 Million
0.19% of portfolio
|
Q2 2021
Reduced 1.53%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
19,218
shares
|
$3.01 Million
0.29% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
18,975
shares
|
$2.97 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.91%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
17,931
shares
|
$2.81 Million
0.0% of portfolio
|
Q2 2025
New holding
|