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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
135,611
shares
|
$17.6 Million
0.06% of portfolio
|
Q1 2025
Reduced 19.79%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
133,910
shares
|
$17.4 Million
0.23% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
131,311
shares
|
$17 Million
1.22% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
128,200
shares
|
$16.6 Million
2.86% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
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%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
123,329
shares
|
$16 Million
3.05% of portfolio
|
Q1 2025
Added 35.75%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
122,867
shares
|
$15.9 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
|
$15.8 Million
5.69% of portfolio
|
Q4 2024
Added 842.43%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
121,437
shares
|
$15.7 Million
9.65% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
119,512
shares
|
$15.5 Million
6.58% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
119,264
shares
|
$15.5 Million
1.72% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
116,551
shares
|
$15.1 Million
4.15% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
112,602
shares
|
$14.6 Million
9.06% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
110,110
shares
|
$14.3 Million
0.0% of portfolio
|
Q1 2025
Added 35.43%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
109,161
shares
|
$14.2 Million
3.48% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
103,639
shares
|
$13.4 Million
5.26% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
102,824
shares
|
$13.3 Million
1.98% of portfolio
|
Q1 2025
Added 7.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
102,108
shares
|
$13.2 Million
0.04% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
101,842
shares
|
$13.2 Million
0.31% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
96,297
shares
|
$12.5 Million
12.22% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
95,931
shares
|
$12.4 Million
1.24% of portfolio
|
Q4 2024
Added 18.16%
|
|
|
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
|
Apr 29, 2025 Q1 2025 |
94,659
shares
|
$12.3 Million
0.02% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
94,571
shares
|
$12.3 Million
6.56% of portfolio
|
Q1 2025
Added 3.38%
|