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 818 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 $15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
4,942
shares
|
$640,829
0.02% of portfolio
|
Q1 2025
Added 23.86%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
4,930
shares
|
$639,273
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
4,890
shares
|
$634,086
0.08% of portfolio
|
Q4 2024
Reduced 17.12%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,835
shares
|
$626,954
0.0% of portfolio
|
Q4 2024
Added 67.36%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
4,802
shares
|
$622,675
0.01% of portfolio
|
Q4 2024
Reduced 28.86%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,801
shares
|
$622,545
0.04% of portfolio
|
Q4 2021
Reduced 3.79%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
4,800
shares
|
$622,415
0.13% of portfolio
|
Q4 2023
Added 0.93%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
4,757
shares
|
$616,840
0.02% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
4,742
shares
|
$614,895
0.48% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
4,738
shares
|
$614,376
0.27% of portfolio
|
Q1 2024
Added 18.72%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
4,728
shares
|
$613,079
0.02% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
4,728
shares
|
$613,079
0.01% of portfolio
|
Q4 2024
Reduced 44.1%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
4,712
shares
|
$611,005
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
4,685
shares
|
$607,503
0.13% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
4,679
shares
|
$606,725
0.07% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
4,679
shares
|
$606,725
0.05% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Bennett Selby Investments LP
|
Apr 14, 2025 Q1 2025 |
4,678
shares
|
$606,596
0.23% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
4,660
shares
|
$604,262
0.0% of portfolio
|
Q1 2025
Reduced 93.95%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
4,657
shares
|
$603,873
0.01% of portfolio
|
Q1 2025
Added 81.42%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Apr 29, 2025 Q1 2025 |
4,646
shares
|
$602,446
0.21% of portfolio
|
Q1 2025
Added 14.77%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
4,615
shares
|
$598,427
0.42% of portfolio
|
Q1 2024
Added 1.32%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,612
shares
|
$598,038
0.66% of portfolio
|
Q2 2022
Added 15.01%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
4,587
shares
|
$594,796
0.17% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Melone Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
4,547
shares
|
$589,609
0.3% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
4,513
shares
|
$585,200
0.01% of portfolio
|
Q1 2025
Added 2.5%
|