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 741 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
9,585
shares
|
$1.36 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
9,542
shares
|
$1.35 Million
1.07% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
9,483
shares
|
$1.34 Million
0.14% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
9,330
shares
|
$1.32 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
9,323
shares
|
$1.32 Million
0.12% of portfolio
|
Q3 2024
Reduced 19.75%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
9,255
shares
|
$1.31 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
9,244
shares
|
$1.31 Million
0.4% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
9,136
shares
|
$1.29 Million
1.0% of portfolio
|
Q2 2024
Reduced 7.57%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
9,122
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,047
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
9,014
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Added 124.9%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
8,913
shares
|
$1.26 Million
1.22% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
8,803
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
8,702
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2023
Added 31.77%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
8,593
shares
|
$1.22 Million
0.53% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
8,590
shares
|
$1.22 Million
0.37% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 31, 2024 Q3 2024 |
8,531
shares
|
$1.21 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
8,458
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
8,361
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2022
Added 1.59%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
8,275
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
8,220
shares
|
$1.16 Million
0.61% of portfolio
|
Q2 2024
Reduced 5.9%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
8,198
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
8,070
shares
|
$1.14 Million
0.1% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
7,943
shares
|
$1.12 Million
0.55% of portfolio
|
Q2 2024
Added 9.32%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
7,908
shares
|
$1.12 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.85%
|