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 835 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $17.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,581
shares
|
$980,371
0.13% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
6,554
shares
|
$976,349
0.0% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
6,507
shares
|
$969,347
0.08% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,399
shares
|
$953,259
0.01% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
6,396
shares
|
$952,812
0.08% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
6,352
shares
|
$946,257
0.06% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,349
shares
|
$945,810
0.02% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
6,326
shares
|
$942,384
0.67% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
6,309
shares
|
$939,851
0.01% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
6,303
shares
|
$938,957
0.3% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
6,243
shares
|
$930,019
0.07% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
6,237
shares
|
$929,125
0.11% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
6,000
shares
|
$893,820
0.14% of portfolio
|
Q2 2022
Reduced 18.92%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
5,934
shares
|
$883,987
0.02% of portfolio
|
Q1 2025
Reduced 22.26%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
5,902
shares
|
$879,220
0.26% of portfolio
|
Q1 2025
Reduced 98.04%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
5,885
shares
|
$876,688
0.26% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
5,840
shares
|
$869,984
0.18% of portfolio
|
Q1 2025
Reduced 56.86%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
5,798
shares
|
$863,728
0.04% of portfolio
|
Q2 2024
Added 34.46%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
5,787
shares
|
$862,089
0.05% of portfolio
|
Q1 2025
Reduced 4.38%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,773
shares
|
$860,003
0.0% of portfolio
|
Q1 2025
Added 4.72%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
5,749
shares
|
$856,428
0.08% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
5,737
shares
|
$854,640
0.14% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
5,736
shares
|
$854,491
0.12% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,713
shares
|
$851,065
0.02% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
5,693
shares
|
$848,086
0.13% of portfolio
|
Q1 2025
Reduced 4.38%
|