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 820 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 $15.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
519,176
shares
|
$67.3 Million
0.06% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
493,711
shares
|
$64 Million
23.85% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
466,482
shares
|
$60.5 Million
0.34% of portfolio
|
Q1 2025
Added 34.28%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
461,280
shares
|
$59.8 Million
10.33% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
407,174
shares
|
$52.8 Million
1.95% of portfolio
|
Q1 2025
Added 38.37%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
405,832
shares
|
$52.6 Million
7.05% of portfolio
|
Q3 2023
Added 1.64%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
390,148
shares
|
$50.6 Million
13.89% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
382,782
shares
|
$49.6 Million
0.1% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
370,389
shares
|
$48 Million
7.79% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
369,418
shares
|
$47.9 Million
0.13% of portfolio
|
Q4 2024
Reduced 11.06%
|
|
|
Cardinal Strategic Wealth Guidance
|
May 01, 2025 Q1 2025 |
356,917
shares
|
$46.3 Million
14.5% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
315,003
shares
|
$40.8 Million
17.54% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
300,670
shares
|
$39 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Aurdan Capital Management, LLC
Wayne, PA |
Apr 30, 2025 Q1 2025 |
286,068
shares
|
$37.1 Million
13.69% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
275,742
shares
|
$35.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.68%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
273,700
shares
|
$35.5 Million
0.11% of portfolio
|
Q1 2025
Reduced 13.22%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
269,069
shares
|
$34.9 Million
10.82% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
264,891
shares
|
$34.3 Million
0.37% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
251,869
shares
|
$32.7 Million
3.04% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
235,919
shares
|
$30.6 Million
0.41% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
235,695
shares
|
$30.6 Million
2.55% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
233,511
shares
|
$30.3 Million
1.34% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
229,584
shares
|
$29.8 Million
11.55% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
|
Hilltop Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
228,672
shares
|
$29.7 Million
16.43% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
226,677
shares
|
$29.4 Million
1.67% of portfolio
|
Q4 2024
Reduced 1.95%
|