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 |
|---|---|---|---|---|---|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
3,818
shares
|
$536,238
0.14% of portfolio
|
Q3 2024
Reduced 11.74%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
3,814
shares
|
$535,676
0.04% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
3,806
shares
|
$534,552
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
3,746
shares
|
$526,125
0.16% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
3,682
shares
|
$517,136
0.02% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
3,659
shares
|
$513,906
0.03% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
3,655
shares
|
$513,344
0.01% of portfolio
|
Q3 2024
Added 46.2%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
3,438
shares
|
$482,867
0.26% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,416
shares
|
$479,777
0.01% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
3,388
shares
|
$475,844
0.09% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
3,371
shares
|
$473,456
0.02% of portfolio
|
Q1 2024
Reduced 5.6%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
3,360
shares
|
$471,911
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
3,352
shares
|
$470,788
0.01% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
3,331
shares
|
$467,838
0.24% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,326
shares
|
$467,136
0.0% of portfolio
|
Q3 2024
Added 12.25%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,257
shares
|
$457,445
0.05% of portfolio
|
Q3 2024
Reduced 10.99%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
3,243
shares
|
$455,479
0.06% of portfolio
|
Q2 2024
Added 1.34%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
3,223
shares
|
$452,670
0.01% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
3,205
shares
|
$450,142
0.08% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
3,197
shares
|
$449,018
0.28% of portfolio
|
Q3 2024
Added 47.94%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
3,180
shares
|
$446,630
0.04% of portfolio
|
Q2 2024
Reduced 8.86%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,162
shares
|
$444,102
0.01% of portfolio
|
Q3 2024
Reduced 19.19%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
3,126
shares
|
$439,046
0.05% of portfolio
|
Q1 2023
Reduced 11.17%
|
|
|
Armbruster Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
3,125
shares
|
$438,906
0.08% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
3,110
shares
|
$436,799
0.2% of portfolio
|
Q2 2024
Added 0.03%
|