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 741 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
5,004
shares
|
$693,504
0.19% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Bennett Selby Investments LP
|
Oct 10, 2024 Q3 2024 |
4,998
shares
|
$692,672
0.28% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
4,994
shares
|
$692,118
0.36% of portfolio
|
Q2 2022
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
4,992
shares
|
$691,841
0.0% of portfolio
|
Q3 2024
Reduced 17.39%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
4,937
shares
|
$684,218
0.25% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
4,865
shares
|
$674,240
0.15% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,801
shares
|
$665,370
0.04% of portfolio
|
Q4 2021
Reduced 3.79%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
4,801
shares
|
$665,370
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
4,800
shares
|
$665,232
0.12% of portfolio
|
Q4 2023
Added 0.93%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
4,771
shares
|
$661,212
0.01% of portfolio
|
Q2 2024
Reduced 9.24%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
4,738
shares
|
$656,639
0.27% of portfolio
|
Q1 2024
Added 18.72%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
4,714
shares
|
$653,313
0.07% of portfolio
|
Q2 2024
Reduced 5.17%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
4,710
shares
|
$652,758
0.07% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,690
shares
|
$649,987
0.08% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
4,653
shares
|
$644,859
0.01% of portfolio
|
Q2 2024
Reduced 10.96%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
4,633
shares
|
$642,087
0.03% of portfolio
|
Q3 2024
Added 74.57%
|
|
|
Melone Private Wealth, LLC
|
Oct 07, 2024 Q3 2024 |
4,626
shares
|
$641,117
0.32% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
4,615
shares
|
$639,592
0.39% of portfolio
|
Q1 2024
Added 1.32%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,612
shares
|
$639,177
0.66% of portfolio
|
Q2 2022
Added 15.01%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,555
shares
|
$631,277
0.03% of portfolio
|
Q3 2024
Reduced 21.64%
|
|
|
Rpg Investment Advisory, LLC
|
Nov 05, 2024 Q3 2024 |
4,530
shares
|
$627,812
0.09% of portfolio
|
Q3 2024
Added 18.28%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
4,502
shares
|
$623,932
0.09% of portfolio
|
Q4 2024
Reduced 14.12%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
4,500
shares
|
$623,655
0.06% of portfolio
|
Q1 2023
Added 2.27%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
4,496
shares
|
$623,100
0.02% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
4,463
shares
|
$618,527
0.14% of portfolio
|
Q2 2024
Added 0.02%
|