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 757 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 $16.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
5,331
shares
|
$768,037
0.04% of portfolio
|
Q1 2024
Reduced 11.59%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
5,223
shares
|
$752,477
0.08% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
5,184
shares
|
$746,858
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
5,023
shares
|
$723,663
0.41% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
5,004
shares
|
$720,926
0.19% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Bennett Selby Investments LP
|
Jan 21, 2025 Q4 2024 |
4,998
shares
|
$720,061
0.28% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
4,995
shares
|
$719,629
0.16% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
4,994
shares
|
$719,485
0.36% of portfolio
|
Q2 2022
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
4,992
shares
|
$719,197
0.0% of portfolio
|
Q3 2024
Reduced 17.39%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
4,937
shares
|
$711,273
0.25% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,801
shares
|
$691,680
0.04% of portfolio
|
Q4 2021
Reduced 3.79%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
4,800
shares
|
$691,536
0.12% of portfolio
|
Q4 2023
Added 0.93%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
4,771
shares
|
$687,357
0.01% of portfolio
|
Q2 2024
Reduced 9.24%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
4,750
shares
|
$684,332
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
4,738
shares
|
$682,603
0.27% of portfolio
|
Q1 2024
Added 18.72%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
4,714
shares
|
$679,145
0.07% of portfolio
|
Q2 2024
Reduced 5.17%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
4,710
shares
|
$678,569
0.07% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
4,679
shares
|
$674,103
0.06% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,676
shares
|
$673,671
0.08% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
4,653
shares
|
$670,357
0.01% of portfolio
|
Q2 2024
Reduced 10.96%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
4,633
shares
|
$667,476
0.03% of portfolio
|
Q3 2024
Added 74.57%
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
4,626
shares
|
$666,467
0.33% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
4,615
shares
|
$664,883
0.39% of portfolio
|
Q1 2024
Added 1.32%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,612
shares
|
$664,450
0.66% of portfolio
|
Q2 2022
Added 15.01%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
4,535
shares
|
$653,357
0.02% of portfolio
|
Q4 2024
Added 0.87%
|