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 $16.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
4,471
shares
|
$627,951
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
4,463
shares
|
$626,828
0.14% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
4,403
shares
|
$618,401
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
4,366
shares
|
$613,204
0.05% of portfolio
|
Q2 2024
Reduced 2.48%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
4,365
shares
|
$613,064
0.34% of portfolio
|
Q3 2023
Reduced 33.36%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
4,363
shares
|
$612,783
0.21% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,358
shares
|
$612,081
0.03% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Oak Ridge Investments LLC
|
Oct 28, 2024 Q3 2024 |
4,324
shares
|
$607,305
0.05% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
4,321
shares
|
$606,884
0.0% of portfolio
|
Q3 2022
Reduced 40.34%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
4,292
shares
|
$602,811
0.05% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
4,289
shares
|
$602,390
0.0% of portfolio
|
Q3 2024
Reduced 16.7%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
4,272
shares
|
$600,002
0.07% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
4,257
shares
|
$597,895
0.03% of portfolio
|
Q1 2024
Added 38.89%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
4,233
shares
|
$594,524
0.02% of portfolio
|
Q2 2024
Added 126.97%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
4,211
shares
|
$591,434
0.2% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Dgs Capital Management, LLC
|
Dec 10, 2024 Q3 2024 |
4,162
shares
|
$584,552
0.15% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
4,134
shares
|
$580,620
0.05% of portfolio
|
Q1 2024
Reduced 10.83%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
4,119
shares
|
$578,513
0.03% of portfolio
|
Q3 2024
Added 54.33%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
4,083
shares
|
$573,457
0.2% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,075
shares
|
$572,333
0.1% of portfolio
|
Q4 2020
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
4,037
shares
|
$566,996
0.02% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
4,000
shares
|
$561,800
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
3,990
shares
|
$560,395
0.27% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,971
shares
|
$557,726
0.01% of portfolio
|
Q1 2024
Reduced 50.97%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
3,830
shares
|
$537,923
0.03% of portfolio
|
Q2 2024
New holding
|