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 |
|---|---|---|---|---|---|
|
Motive Wealth Advisors
|
Apr 16, 2025 Q1 2025 |
52,178
shares
|
$6.77 Million
3.57% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Apr 07, 2025 Q1 2025 |
51,323
shares
|
$6.66 Million
7.18% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
51,208
shares
|
$6.64 Million
1.23% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
50,747
shares
|
$6.58 Million
3.34% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
50,523
shares
|
$6.55 Million
3.07% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
50,360
shares
|
$6.53 Million
0.08% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
50,055
shares
|
$6.49 Million
0.21% of portfolio
|
Q4 2024
Added 30.39%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
49,572
shares
|
$6.43 Million
0.17% of portfolio
|
Q1 2025
Added 23.47%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
49,494
shares
|
$6.42 Million
0.16% of portfolio
|
Q1 2025
Reduced 17.59%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
47,076
shares
|
$6.1 Million
0.11% of portfolio
|
Q3 2022
Added 23.35%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
42,255
shares
|
$5.48 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
|
$5.35 Million
0.04% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Apr 23, 2025 Q1 2025 |
41,272
shares
|
$5.35 Million
1.94% of portfolio
|
Q1 2025
Added 5.23%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
41,180
shares
|
$5.34 Million
0.03% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
41,178
shares
|
$5.34 Million
3.22% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
39,615
shares
|
$5.14 Million
2.21% of portfolio
|
Q4 2024
Added 7.87%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
39,233
shares
|
$5.09 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
39,177
shares
|
$5.08 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
38,904
shares
|
$5.04 Million
0.72% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
38,698
shares
|
$5.02 Million
2.9% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
38,541
shares
|
$5 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
38,274
shares
|
$4.96 Million
0.02% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
37,581
shares
|
$4.87 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
37,316
shares
|
$4.84 Million
0.14% of portfolio
|
Q1 2023
Reduced 2.47%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
37,293
shares
|
$4.84 Million
0.66% of portfolio
|
Q1 2025
Added 1.47%
|