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 $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
5,727
shares
|
$810,885
0.11% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,673
shares
|
$803,240
0.01% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
5,665
shares
|
$802,107
0.07% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,658
shares
|
$801,116
0.09% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
5,657
shares
|
$800,974
0.3% of portfolio
|
Q2 2023
Reduced 0.04%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
5,627
shares
|
$796,726
0.24% of portfolio
|
Q3 2024
Added 18.16%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
5,623
shares
|
$796,160
0.16% of portfolio
|
Q1 2024
Added 2.44%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
5,602
shares
|
$793,187
0.34% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
5,575
shares
|
$789,364
0.01% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Consilio Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
5,561
shares
|
$787,381
0.3% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
5,550
shares
|
$785,824
0.01% of portfolio
|
Q3 2024
Reduced 21.28%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
5,530
shares
|
$782,992
0.04% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
5,505
shares
|
$779,452
0.25% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
5,416
shares
|
$766,851
0.01% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
5,401
shares
|
$764,727
0.04% of portfolio
|
Q4 2023
Added 32.38%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
5,397
shares
|
$764,161
0.1% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
5,394
shares
|
$763,736
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
5,394
shares
|
$763,736
0.1% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
5,385
shares
|
$762,462
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
5,368
shares
|
$760,055
0.12% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
5,346
shares
|
$756,940
0.11% of portfolio
|
Q4 2023
Reduced 4.12%
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
5,334
shares
|
$755,241
0.07% of portfolio
|
Q3 2024
Reduced 92.76%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
5,331
shares
|
$754,816
0.04% of portfolio
|
Q1 2024
Reduced 11.59%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
5,242
shares
|
$742,214
0.12% of portfolio
|
Q3 2024
Reduced 50.17%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
5,194
shares
|
$735,418
0.08% of portfolio
|
Q2 2024
Added 40.34%
|