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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
212,302
shares
|
$27.5 Million
0.17% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
206,709
shares
|
$26.8 Million
0.1% of portfolio
|
Q4 2024
Reduced 15.75%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
201,212
shares
|
$26.1 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
201,158
shares
|
$26.1 Million
0.03% of portfolio
|
Q4 2024
Added 36877.57%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
199,172
shares
|
$25.8 Million
0.39% of portfolio
|
Q1 2025
Added 29.9%
|
|
|
Cutler Investment Counsel LLC
|
May 08, 2025 Q1 2025 |
192,679
shares
|
$25 Million
3.01% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Helen Stephens Group, LLC
|
Apr 23, 2025 Q1 2025 |
192,596
shares
|
$25 Million
6.94% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
191,759
shares
|
$24.9 Million
7.18% of portfolio
|
Q4 2024
Reduced 26.01%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
190,314
shares
|
$24.7 Million
0.8% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
186,640
shares
|
$24.2 Million
3.37% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
186,252
shares
|
$24.2 Million
0.15% of portfolio
|
Q4 2024
Added 51.39%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
185,535
shares
|
$24.1 Million
3.19% of portfolio
|
Q4 2022
Added 45.9%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
185,535
shares
|
$24.1 Million
3.18% of portfolio
|
Q4 2022
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
185,185
shares
|
$24 Million
0.17% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Forth Right Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
174,753
shares
|
$22.7 Million
7.76% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Doliver Advisors, LP
Houston, TX |
Apr 08, 2025 Q1 2025 |
172,362
shares
|
$22.4 Million
6.5% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
163,346
shares
|
$21.2 Million
0.05% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
156,477
shares
|
$20.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 71.03%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
155,130
shares
|
$20.1 Million
1.43% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
150,312
shares
|
$19.5 Million
4.91% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
145,851
shares
|
$18.9 Million
0.25% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
143,654
shares
|
$18.6 Million
0.2% of portfolio
|
Q3 2023
Reduced 2.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
140,087
shares
|
$18.2 Million
0.44% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
137,751
shares
|
$17.9 Million
3.96% of portfolio
|
Q4 2024
Reduced 1.24%
|