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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,990
shares
|
$581,702
0.02% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
3,990
shares
|
$581,702
0.27% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,971
shares
|
$578,932
0.01% of portfolio
|
Q1 2024
Reduced 50.97%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,953
shares
|
$576,307
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
3,830
shares
|
$558,375
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
3,818
shares
|
$556,626
0.14% of portfolio
|
Q3 2024
Reduced 11.74%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
3,814
shares
|
$556,043
0.04% of portfolio
|
Q3 2024
Reduced 8.41%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
3,806
shares
|
$554,876
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
3,786
shares
|
$551,960
0.07% of portfolio
|
Q4 2024
Reduced 11.38%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
3,746
shares
|
$546,129
0.16% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
3,682
shares
|
$536,798
0.02% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
3,669
shares
|
$534,903
0.35% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
3,655
shares
|
$532,862
0.01% of portfolio
|
Q3 2024
Added 46.2%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
3,438
shares
|
$501,226
0.26% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,416
shares
|
$498,018
0.01% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,394
shares
|
$494,811
0.1% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
3,371
shares
|
$491,458
0.02% of portfolio
|
Q1 2024
Reduced 5.6%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
3,360
shares
|
$489,854
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
3,352
shares
|
$488,688
0.01% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
3,331
shares
|
$485,626
0.24% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,326
shares
|
$484,897
0.0% of portfolio
|
Q3 2024
Added 12.25%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,257
shares
|
$474,838
0.05% of portfolio
|
Q3 2024
Reduced 10.99%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
3,243
shares
|
$472,796
0.06% of portfolio
|
Q2 2024
Added 1.34%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
3,223
shares
|
$469,881
0.01% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
3,205
shares
|
$467,256
0.08% of portfolio
|
Q1 2024
Reduced 2.29%
|