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 761 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 $16.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
6,554
shares
|
$955,507
0.0% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
6,533
shares
|
$952,446
0.08% of portfolio
|
Q3 2024
Reduced 24.41%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
6,456
shares
|
$941,220
0.37% of portfolio
|
Q3 2024
Added 83.72%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
6,417
shares
|
$935,534
0.38% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
6,408
shares
|
$934,222
0.08% of portfolio
|
Q4 2024
Reduced 20.59%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
6,382
shares
|
$930,431
0.05% of portfolio
|
Q4 2024
Added 15.41%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
6,327
shares
|
$922,413
0.0% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
6,300
shares
|
$918,477
0.02% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
6,291
shares
|
$917,164
0.19% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
6,290
shares
|
$917,019
0.15% of portfolio
|
Q3 2024
Reduced 15.46%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
6,274
shares
|
$914,686
0.29% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
6,243
shares
|
$910,166
0.07% of portfolio
|
Q3 2022
Added 0.1%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
6,166
shares
|
$898,941
0.05% of portfolio
|
Q4 2024
Added 35.37%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
6,113
shares
|
$891,214
0.05% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
6,112
shares
|
$891,068
0.11% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
6,039
shares
|
$880,425
0.09% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
6,012
shares
|
$876,489
0.04% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
6,000
shares
|
$874,740
0.14% of portfolio
|
Q2 2022
Reduced 18.92%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
5,982
shares
|
$872,115
0.09% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
5,970
shares
|
$870,366
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,962
shares
|
$869,199
0.11% of portfolio
|
Q3 2024
Reduced 23.67%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,947
shares
|
$867,013
0.0% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,900
shares
|
$860,161
0.09% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,828
shares
|
$849,664
0.09% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
5,823
shares
|
$848,935
0.46% of portfolio
|
Q3 2024
Added 0.17%
|