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 |
|---|---|---|---|---|---|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
1,724
shares
|
$238,929
0.07% of portfolio
|
Q1 2024
Reduced 43.36%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
1,716
shares
|
$237,820
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
1,707
shares
|
$236,573
0.1% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
1,706
shares
|
$236,434
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
1,698
shares
|
$235,325
0.06% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
1,687
shares
|
$233,801
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
1,681
shares
|
$232,969
0.06% of portfolio
|
Q4 2021
Added 63.53%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 14, 2024 Q3 2024 |
1,680
shares
|
$232,831
0.07% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
1,654
shares
|
$229,227
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Catalyst Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
1,653
shares
|
$229,089
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
1,643
shares
|
$227,703
0.01% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
1,639
shares
|
$227,149
0.05% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
1,625
shares
|
$225,208
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
1,600
shares
|
$221,744
0.01% of portfolio
|
Q2 2020
Reduced 68.47%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
1,600
shares
|
$221,744
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
1,593
shares
|
$220,773
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
1,591
shares
|
$220,496
0.01% of portfolio
|
Q2 2024
Reduced 58.18%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,588
shares
|
$220,080
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,588
shares
|
$220,080
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,584
shares
|
$219,526
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
1,580
shares
|
$218,972
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
1,565
shares
|
$216,893
0.05% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
1,548
shares
|
$214,537
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
1,547
shares
|
$214,398
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,533
shares
|
$212,458
0.07% of portfolio
|
Q1 2024
Added 0.59%
|