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 905 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 $19.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
4,987
shares
|
$822,855
0.05% of portfolio
|
Q3 2025
Added 52.98%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
4,949
shares
|
$816,585
0.4% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
4,882
shares
|
$805,530
0.3% of portfolio
|
Q3 2025
Added 15.14%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,876
shares
|
$804,540
0.02% of portfolio
|
Q3 2025
Added 32.28%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
4,827
shares
|
$796,455
0.06% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
4,802
shares
|
$792,330
0.01% of portfolio
|
Q4 2024
Reduced 28.86%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
4,801
shares
|
$792,165
0.04% of portfolio
|
Q4 2021
Reduced 3.79%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
4,774
shares
|
$787,710
0.18% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
4,765
shares
|
$786,225
0.13% of portfolio
|
Q3 2025
Reduced 19.79%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
4,756
shares
|
$784,740
0.13% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
4,749
shares
|
$783,585
0.52% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
4,744
shares
|
$782,760
0.18% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
4,738
shares
|
$781,770
0.27% of portfolio
|
Q1 2024
Added 18.72%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
4,707
shares
|
$776,655
0.79% of portfolio
|
Q2 2025
Reduced 57.26%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
4,694
shares
|
$774,510
0.08% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Bennett Selby Investments LP
|
Jan 08, 2026 Q4 2025 |
4,650
shares
|
$767,250
0.26% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
4,650
shares
|
$767,250
0.05% of portfolio
|
Q3 2025
Added 7.09%
|
|
|
Oak Ridge Investments LLC
|
Oct 29, 2025 Q3 2025 |
4,640
shares
|
$765,600
0.05% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
4,612
shares
|
$760,980
0.66% of portfolio
|
Q2 2022
Added 15.01%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
4,601
shares
|
$759,165
0.01% of portfolio
|
Q3 2025
Reduced 31.4%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
4,595
shares
|
$758,175
0.05% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
4,588
shares
|
$757,020
0.24% of portfolio
|
Q2 2025
Reduced 9.42%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
4,565
shares
|
$753,225
0.0% of portfolio
|
Q3 2025
Reduced 29.91%
|
|
|
Rpg Investment Advisory, LLC
|
Oct 23, 2025 Q3 2025 |
4,538
shares
|
$748,770
0.09% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
4,535
shares
|
$748,275
0.1% of portfolio
|
Q3 2025
Reduced 13.45%
|
|