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 831 institutions that hold shares in the stock, with a total of 120 Million shares, which have been reported (via 13F filing form) to have a value of $17.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
28,919
shares
|
$4.31 Million
1.58% of portfolio
|
Q2 2025
Added 29.39%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
28,407
shares
|
$4.23 Million
1.25% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
27,787
shares
|
$4.14 Million
0.12% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
27,526
shares
|
$4.1 Million
1.67% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
27,466
shares
|
$4.09 Million
0.01% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
27,198
shares
|
$4.05 Million
0.24% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
26,826
shares
|
$4 Million
0.51% of portfolio
|
Q1 2025
Reduced 50.35%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
26,802
shares
|
$3.99 Million
0.01% of portfolio
|
Q1 2025
Added 192.47%
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
26,799
shares
|
$3.99 Million
1.18% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
26,685
shares
|
$3.98 Million
0.03% of portfolio
|
Q1 2025
Added 8.82%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
26,401
shares
|
$3.93 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Apr 25, 2025 Q1 2025 |
26,390
shares
|
$3.93 Million
1.5% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26,375
shares
|
$3.93 Million
0.09% of portfolio
|
Q2 2020
Added 18.98%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
26,345
shares
|
$3.92 Million
0.08% of portfolio
|
Q1 2025
Added 14.42%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
26,181
shares
|
$3.9 Million
0.12% of portfolio
|
Q1 2024
Reduced 10.82%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
26,099
shares
|
$3.89 Million
1.18% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
25,992
shares
|
$3.87 Million
0.05% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
25,682
shares
|
$3.83 Million
1.49% of portfolio
|
Q1 2024
Added 1.23%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Apr 10, 2025 Q1 2025 |
25,126
shares
|
$3.74 Million
3.86% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
24,938
shares
|
$3.72 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
24,231
shares
|
$3.61 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
24,148
shares
|
$3.6 Million
0.08% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
23,621
shares
|
$3.52 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
23,485
shares
|
$3.5 Million
1.51% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
23,082
shares
|
$3.44 Million
0.4% of portfolio
|
Q1 2025
New holding
|