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 824 institutions that hold shares in the stock, with a total of 117 Million shares, which have been reported (via 13F filing form) to have a value of $15.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
469,146
shares
|
$61 Million
12.17% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
423,735
shares
|
$55.1 Million
0.11% of portfolio
|
Q4 2024
Added 28.25%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
405,832
shares
|
$52.8 Million
7.05% of portfolio
|
Q3 2023
Added 1.64%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
392,339
shares
|
$51 Million
9.2% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
389,481
shares
|
$50.7 Million
15.75% of portfolio
|
Q4 2024
Added 14.09%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
372,003
shares
|
$48.4 Million
0.11% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
369,418
shares
|
$48.1 Million
0.13% of portfolio
|
Q4 2024
Reduced 11.06%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
347,401
shares
|
$45.2 Million
0.28% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
344,137
shares
|
$44.8 Million
15.33% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
331,602
shares
|
$43.1 Million
19.75% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
315,397
shares
|
$41 Million
0.13% of portfolio
|
Q4 2024
Added 29.49%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
300,670
shares
|
$39.1 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
294,271
shares
|
$38.3 Million
1.64% of portfolio
|
Q4 2024
Added 18.65%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
275,742
shares
|
$35.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.68%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
269,069
shares
|
$35 Million
10.82% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Feb 21, 2025 Q4 2024 |
267,420
shares
|
$34.8 Million
14.3% of portfolio
|
Q4 2024
New holding
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
266,236
shares
|
$34.6 Million
13.69% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
264,891
shares
|
$34.5 Million
0.37% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
251,869
shares
|
$32.8 Million
3.04% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
240,338
shares
|
$31.3 Million
16.93% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
233,511
shares
|
$30.4 Million
1.34% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
232,863
shares
|
$30.3 Million
2.85% of portfolio
|
Q4 2024
Reduced 9.03%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
227,598
shares
|
$29.6 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
226,677
shares
|
$29.5 Million
1.67% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
225,594
shares
|
$29.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.67%
|