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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,438
shares
|
$187,069
0.02% of portfolio
|
Q1 2024
Added 114.31%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
1,424
shares
|
$185,248
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
1,394
shares
|
$181,345
0.06% of portfolio
|
Q3 2021
Reduced 13.79%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,390
shares
|
$180,825
0.0% of portfolio
|
Q4 2024
Added 62.95%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
1,327
shares
|
$172,629
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,293
shares
|
$168,206
0.01% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,280
shares
|
$166,515
0.02% of portfolio
|
Q1 2023
Reduced 65.77%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,279
shares
|
$166,385
0.01% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,262
shares
|
$164,173
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
1,218
shares
|
$158,449
0.01% of portfolio
|
Q2 2024
Added 12.78%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,185
shares
|
$154,156
0.0% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
1,180
shares
|
$153,506
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
1,103
shares
|
$143,489
0.12% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,084
shares
|
$141,017
0.0% of portfolio
|
Q2 2020
Added 23.18%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
1,080
shares
|
$140,497
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
1,050
shares
|
$136,594
0.06% of portfolio
|
Q4 2024
Reduced 9.48%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
1,014
shares
|
$131,911
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,000
shares
|
$130,090
0.02% of portfolio
|
Q2 2024
Reduced 8.59%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
934
shares
|
$121,504
0.04% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
930
shares
|
$120,983
0.04% of portfolio
|
Q2 2023
Reduced 26.19%
|
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
920
shares
|
$119,682
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
901
shares
|
$117,211
0.04% of portfolio
|
Q1 2021
Reduced 19.7%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
900
shares
|
$117,081
0.03% of portfolio
|
Q2 2022
Reduced 18.18%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
856
shares
|
$111,357
0.04% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
854
shares
|
$111,096
0.01% of portfolio
|
Q4 2024
Added 20.28%
|