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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
133,910
shares
|
$17.4 Million
0.23% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
133,702
shares
|
$17.4 Million
3.26% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
127,196
shares
|
$16.5 Million
1.24% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
125,639
shares
|
$16.3 Million
0.02% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
122,867
shares
|
$16 Million
0.21% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
122,130
shares
|
$15.9 Million
5.69% of portfolio
|
Q4 2024
Added 842.43%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
119,827
shares
|
$15.6 Million
1.96% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
119,420
shares
|
$15.5 Million
7.03% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
117,463
shares
|
$15.3 Million
10.43% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
112,894
shares
|
$14.7 Million
4.4% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
109,744
shares
|
$14.3 Million
3.93% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
104,044
shares
|
$13.5 Million
0.03% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
103,639
shares
|
$13.5 Million
5.26% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
102,608
shares
|
$13.3 Million
9.02% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
102,108
shares
|
$13.3 Million
0.04% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
101,059
shares
|
$13.1 Million
0.11% of portfolio
|
Q4 2024
Reduced 16.15%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
95,931
shares
|
$12.5 Million
1.24% of portfolio
|
Q4 2024
Added 18.16%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
95,474
shares
|
$12.4 Million
2.08% of portfolio
|
Q2 2024
Reduced 11.3%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
95,273
shares
|
$12.4 Million
0.35% of portfolio
|
Q4 2024
Added 18.31%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
94,848
shares
|
$12.3 Million
0.03% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
94,324
shares
|
$12.3 Million
0.02% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
94,282
shares
|
$12.3 Million
0.35% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
93,930
shares
|
$12.2 Million
4.3% of portfolio
|
Q4 2024
New holding
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
93,291
shares
|
$12.1 Million
2.04% of portfolio
|
Q4 2024
Added 3.04%
|