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 |
|---|---|---|---|---|---|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
7,943
shares
|
$1.16 Million
0.55% of portfolio
|
Q2 2024
Added 9.32%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
7,867
shares
|
$1.15 Million
0.05% of portfolio
|
Q1 2024
Reduced 1.87%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
7,806
shares
|
$1.14 Million
0.08% of portfolio
|
Q1 2024
Added 314.11%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
7,670
shares
|
$1.12 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
7,621
shares
|
$1.11 Million
0.28% of portfolio
|
Q3 2024
Reduced 14.38%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,618
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 114.83%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,605
shares
|
$1.11 Million
0.05% of portfolio
|
Q4 2022
Reduced 0.31%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
7,569
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2024
Added 5.68%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
7,375
shares
|
$1.07 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
7,375
shares
|
$1.07 Million
0.11% of portfolio
|
Q3 2024
Added 10.54%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
7,370
shares
|
$1.07 Million
0.37% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
7,317
shares
|
$1.07 Million
0.1% of portfolio
|
Q3 2024
Added 30.22%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
7,222
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,104
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
7,100
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
7,000
shares
|
$1.02 Million
0.14% of portfolio
|
Q3 2021
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
6,997
shares
|
$1.02 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.46%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
6,987
shares
|
$1.02 Million
0.22% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Tl Private Wealth
|
Jan 16, 2025 Q4 2024 |
6,986
shares
|
$1.02 Million
0.44% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
6,909
shares
|
$1.01 Million
0.06% of portfolio
|
Q2 2024
Added 0.79%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
6,843
shares
|
$997,161
0.32% of portfolio
|
Q4 2023
Reduced 9.56%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
6,750
shares
|
$983,610
0.01% of portfolio
|
Q2 2024
Reduced 15.63%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,736
shares
|
$981,569
0.6% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
6,716
shares
|
$978,655
0.1% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Oak Ridge Investments LLC
|
Jan 15, 2025 Q4 2024 |
6,658
shares
|
$970,203
0.07% of portfolio
|
Q4 2024
Added 53.98%
|