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 |
|---|---|---|---|---|---|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
23,870
shares
|
$3.1 Million
1.41% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
23,621
shares
|
$3.06 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
23,082
shares
|
$2.99 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Apr 25, 2025 Q1 2025 |
22,566
shares
|
$2.93 Million
2.7% of portfolio
|
Q1 2024
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
22,350
shares
|
$2.9 Million
1.19% of portfolio
|
Q1 2025
Added 4.47%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
21,996
shares
|
$2.85 Million
0.07% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
21,954
shares
|
$2.85 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
21,664
shares
|
$2.81 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
|
$2.78 Million
0.82% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
21,075
shares
|
$2.73 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
|
$2.69 Million
0.41% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
20,137
shares
|
$2.61 Million
0.03% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
19,537
shares
|
$2.53 Million
0.43% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
19,520
shares
|
$2.53 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 |
Apr 29, 2025 Q1 2025 |
19,390
shares
|
$2.51 Million
1.38% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
19,300
shares
|
$2.5 Million
0.17% of portfolio
|
Q2 2021
Reduced 1.53%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
18,967
shares
|
$2.46 Million
0.49% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
18,843
shares
|
$2.44 Million
0.26% of portfolio
|
Q1 2025
Reduced 26.63%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
18,277
shares
|
$2.37 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
18,176
shares
|
$2.36 Million
1.0% of portfolio
|
Q1 2025
Reduced 16.57%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
18,140
shares
|
$2.35 Million
1.08% of portfolio
|
Q1 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
18,128
shares
|
$2.35 Million
0.03% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
17,936
shares
|
$2.33 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
17,838
shares
|
$2.31 Million
0.74% of portfolio
|
Q3 2023
Reduced 4.62%
|