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 760 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
23,859
shares
|
$3.41 Million
1.26% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
23,423
shares
|
$3.35 Million
0.08% of portfolio
|
Q3 2024
Added 25.38%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
23,121
shares
|
$3.31 Million
0.01% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
22,566
shares
|
$3.23 Million
2.85% of portfolio
|
Q1 2024
New holding
|
|
|
Planning Directions Inc
|
Nov 07, 2024 Q3 2024 |
22,303
shares
|
$3.19 Million
1.8% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
21,799
shares
|
$3.12 Million
0.12% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
21,394
shares
|
$3.06 Million
1.18% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
21,282
shares
|
$3.04 Million
0.74% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
21,167
shares
|
$3.03 Million
0.08% of portfolio
|
Q3 2024
Added 723.62%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
20,519
shares
|
$2.93 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
20,060
shares
|
$2.87 Million
0.03% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
19,740
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.51%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
19,389
shares
|
$2.77 Million
1.49% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
19,300
shares
|
$2.76 Million
0.18% of portfolio
|
Q2 2021
Reduced 1.53%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
18,812
shares
|
$2.69 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
18,708
shares
|
$2.68 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
18,277
shares
|
$2.61 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
18,024
shares
|
$2.58 Million
0.03% of portfolio
|
Q4 2023
Added 150.33%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
17,838
shares
|
$2.55 Million
0.74% of portfolio
|
Q3 2023
Reduced 4.62%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
17,479
shares
|
$2.5 Million
0.36% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
17,467
shares
|
$2.5 Million
0.08% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
17,454
shares
|
$2.5 Million
0.11% of portfolio
|
Q3 2024
Reduced 30.73%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
16,311
shares
|
$2.33 Million
0.3% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
16,171
shares
|
$2.31 Million
3.02% of portfolio
|
Q3 2022
Added 39.02%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
16,055
shares
|
$2.3 Million
0.02% of portfolio
|
Q4 2024
Added 14.01%
|