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 |
|---|---|---|---|---|---|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
25,038
shares
|
$3.26 Million
1.23% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
24,522
shares
|
$3.19 Million
0.03% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
24,405
shares
|
$3.17 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
24,120
shares
|
$3.14 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
23,963
shares
|
$3.12 Million
1.28% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
23,859
shares
|
$3.1 Million
1.26% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
23,567
shares
|
$3.07 Million
0.03% of portfolio
|
Q4 2024
Reduced 59.82%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
23,024
shares
|
$3 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
22,611
shares
|
$2.94 Million
0.46% of portfolio
|
Q4 2024
Reduced 24.71%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
22,566
shares
|
$2.94 Million
2.85% of portfolio
|
Q1 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
21,954
shares
|
$2.86 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
21,787
shares
|
$2.83 Million
1.79% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
21,664
shares
|
$2.82 Million
0.34% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
21,463
shares
|
$2.79 Million
0.82% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
21,394
shares
|
$2.78 Million
1.18% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
21,075
shares
|
$2.74 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
20,723
shares
|
$2.7 Million
0.41% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
20,137
shares
|
$2.62 Million
0.03% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
20,014
shares
|
$2.6 Million
0.12% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
19,520
shares
|
$2.54 Million
0.03% of portfolio
|
Q4 2024
Added 59.96%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
19,485
shares
|
$2.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
19,389
shares
|
$2.52 Million
1.49% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
19,300
shares
|
$2.51 Million
0.18% of portfolio
|
Q2 2021
Reduced 1.53%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,758
shares
|
$2.44 Million
0.45% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
18,277
shares
|
$2.38 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.1%
|