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 868 institutions that hold shares in the stock, with a total of 123 Million shares, which have been reported (via 13F filing form) to have a value of $19.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
140,579
shares
|
$22 Million
6.13% of portfolio
|
Q2 2025
Reduced 18.44%
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
138,416
shares
|
$21.7 Million
1.77% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
134,543
shares
|
$21.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
132,102
shares
|
$20.7 Million
1.38% of portfolio
|
Q2 2025
Added 0.6%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
127,918
shares
|
$20 Million
0.21% of portfolio
|
Q2 2025
Added 26.32%
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
125,372
shares
|
$19.6 Million
4.53% of portfolio
|
Q2 2025
Reduced 16.59%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
123,910
shares
|
$19.4 Million
0.04% of portfolio
|
Q2 2025
Added 20.91%
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
121,437
shares
|
$19 Million
9.65% of portfolio
|
Q1 2025
Added 3.38%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
120,719
shares
|
$18.9 Million
7.17% of portfolio
|
Q2 2025
Added 1.01%
|
|
Erts Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
119,962
shares
|
$18.8 Million
6.22% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
118,980
shares
|
$18.6 Million
0.02% of portfolio
|
Q2 2025
Added 2453.22%
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
118,677
shares
|
$18.6 Million
1.81% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
117,182
shares
|
$18.3 Million
10.02% of portfolio
|
Q2 2025
Added 4.07%
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
116,843
shares
|
$18.3 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
111,591
shares
|
$17.5 Million
3.57% of portfolio
|
Q2 2025
Added 2.23%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
111,443
shares
|
$17.4 Million
0.0% of portfolio
|
Q2 2025
Added 1.21%
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
103,992
shares
|
$16.3 Million
2.08% of portfolio
|
Q2 2025
Added 1.14%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
102,024
shares
|
$16 Million
0.3% of portfolio
|
Q2 2025
Added 0.18%
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
99,410
shares
|
$15.6 Million
5.41% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
97,455
shares
|
$15.3 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
96,301
shares
|
$15.1 Million
0.18% of portfolio
|
Q2 2025
Added 0.83%
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
94,346
shares
|
$14.8 Million
4.4% of portfolio
|
Q2 2025
Added 3.3%
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
92,962
shares
|
$14.6 Million
6.05% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
92,378
shares
|
$14.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
91,829
shares
|
$14.4 Million
0.03% of portfolio
|
Q2 2025
Added 3.2%
|