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 824 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $14.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
25,072
shares
|
$3.04 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
24,522
shares
|
$2.97 Million
0.03% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
24,405
shares
|
$2.96 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
24,148
shares
|
$2.93 Million
0.08% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
23,963
shares
|
$2.91 Million
1.28% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
23,870
shares
|
$2.89 Million
1.41% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
23,859
shares
|
$2.89 Million
1.26% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
23,567
shares
|
$2.86 Million
0.03% of portfolio
|
Q4 2024
Reduced 59.82%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
23,024
shares
|
$2.79 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
22,611
shares
|
$2.74 Million
0.46% of portfolio
|
Q4 2024
Reduced 24.71%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
22,566
shares
|
$2.74 Million
2.85% of portfolio
|
Q1 2024
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
22,350
shares
|
$2.71 Million
1.19% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
21,954
shares
|
$2.66 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
21,787
shares
|
$2.64 Million
1.79% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
21,664
shares
|
$2.63 Million
0.34% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
21,463
shares
|
$2.6 Million
0.82% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
21,075
shares
|
$2.56 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
20,723
shares
|
$2.51 Million
0.41% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
20,137
shares
|
$2.44 Million
0.03% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
20,014
shares
|
$2.43 Million
0.12% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
19,520
shares
|
$2.37 Million
0.03% of portfolio
|
Q4 2024
Added 59.96%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
19,485
shares
|
$2.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
19,389
shares
|
$2.35 Million
1.49% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
19,300
shares
|
$2.34 Million
0.17% of portfolio
|
Q2 2021
Reduced 1.53%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
18,967
shares
|
$2.3 Million
0.49% of portfolio
|
Q1 2025
Added 4.16%
|