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 759 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 $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
15,571
shares
|
$2.27 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
15,464
shares
|
$2.25 Million
0.02% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
15,301
shares
|
$2.23 Million
0.5% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
15,286
shares
|
$2.23 Million
0.13% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
15,187
shares
|
$2.21 Million
0.05% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
14,942
shares
|
$2.18 Million
0.02% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,464
shares
|
$2.11 Million
0.05% of portfolio
|
Q3 2022
Added 6.49%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
14,145
shares
|
$2.06 Million
0.13% of portfolio
|
Q3 2024
Added 5.47%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
14,093
shares
|
$2.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
13,947
shares
|
$2.03 Million
1.66% of portfolio
|
Q3 2024
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
13,464
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
13,199
shares
|
$1.92 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
13,165
shares
|
$1.92 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
12,959
shares
|
$1.89 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
12,810
shares
|
$1.87 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
12,538
shares
|
$1.83 Million
0.02% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
12,400
shares
|
$1.81 Million
0.29% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
12,392
shares
|
$1.81 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
12,300
shares
|
$1.79 Million
0.12% of portfolio
|
Q1 2024
Reduced 25.9%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
12,253
shares
|
$1.79 Million
1.13% of portfolio
|
Q4 2024
Reduced 23.08%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
12,213
shares
|
$1.78 Million
0.05% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
12,209
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2023
Reduced 0.06%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
12,203
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2024
Added 20.71%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
11,566
shares
|
$1.69 Million
1.09% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
11,265
shares
|
$1.64 Million
0.17% of portfolio
|
Q4 2024
Added 11.18%
|