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 819 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 $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
60,373
shares
|
$8.36 Million
0.05% of portfolio
|
Q4 2024
Reduced 13.25%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
60,061
shares
|
$8.32 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
58,472
shares
|
$8.1 Million
0.79% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
57,883
shares
|
$8.02 Million
4.36% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
56,629
shares
|
$7.85 Million
0.01% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
56,515
shares
|
$7.83 Million
0.45% of portfolio
|
Q4 2024
Added 26.8%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
51,208
shares
|
$7.09 Million
1.23% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
50,747
shares
|
$7.03 Million
3.34% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
50,523
shares
|
$7 Million
3.07% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jan 31, 2025 Q4 2024 |
50,324
shares
|
$6.97 Million
7.64% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
50,055
shares
|
$6.94 Million
0.21% of portfolio
|
Q4 2024
Added 30.39%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
47,076
shares
|
$6.52 Million
0.11% of portfolio
|
Q3 2022
Added 23.35%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
46,072
shares
|
$6.38 Million
0.07% of portfolio
|
Q4 2024
Added 23.41%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
43,034
shares
|
$5.96 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
42,255
shares
|
$5.85 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
41,277
shares
|
$5.72 Million
0.04% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
41,180
shares
|
$5.71 Million
0.03% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
40,418
shares
|
$5.6 Million
3.49% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
40,148
shares
|
$5.56 Million
0.16% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
39,642
shares
|
$5.49 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
39,615
shares
|
$5.49 Million
2.21% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
39,510
shares
|
$5.47 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
39,219
shares
|
$5.43 Million
1.98% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
39,140
shares
|
$5.42 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
38,806
shares
|
$5.38 Million
3.56% of portfolio
|
Q4 2024
Added 4.08%
|