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 |
|---|---|---|---|---|---|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
2,706
shares
|
$394,507
0.03% of portfolio
|
Q3 2023
Added 13.41%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,702
shares
|
$393,924
0.0% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
2,684
shares
|
$391,300
0.11% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
2,682
shares
|
$391,008
0.06% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
2,681
shares
|
$390,862
0.06% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
2,608
shares
|
$380,220
0.01% of portfolio
|
Q3 2024
Added 66.11%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
2,601
shares
|
$379,199
0.08% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
2,600
shares
|
$379,054
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,570
shares
|
$374,680
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
2,557
shares
|
$372,785
0.19% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
2,511
shares
|
$366,078
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
2,507
shares
|
$365,495
0.12% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
2,500
shares
|
$364,475
0.02% of portfolio
|
Q3 2022
Reduced 17.38%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,473
shares
|
$360,538
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,470
shares
|
$360,101
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Boyd Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
2,438
shares
|
$355,436
0.17% of portfolio
|
Q4 2024
Reduced 13.91%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,438
shares
|
$355,436
0.04% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
2,404
shares
|
$350,479
0.22% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
2,400
shares
|
$349,896
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
2,393
shares
|
$348,875
0.02% of portfolio
|
Q1 2023
Reduced 14.23%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
2,376
shares
|
$346,397
0.14% of portfolio
|
Q4 2024
Reduced 23.6%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
2,364
shares
|
$344,647
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,360
shares
|
$344,064
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
2,346
shares
|
$342,023
0.0% of portfolio
|
Q2 2024
Reduced 55.59%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
2,336
shares
|
$340,565
0.07% of portfolio
|
Q3 2024
Reduced 3.59%
|