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 |
---|---|---|---|---|---|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
250
shares
|
$36,430
0.0% of portfolio
|
Q4 2024
Added 316.67%
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
250
shares
|
$36,430
0.0% of portfolio
|
Q2 2024
New holding
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
245
shares
|
$35,701
0.01% of portfolio
|
Q1 2024
New holding
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
244
shares
|
$35,555
0.01% of portfolio
|
Q3 2019
New holding
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
233
shares
|
$33,952
0.01% of portfolio
|
Q3 2021
New holding
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
232
shares
|
$33,807
0.02% of portfolio
|
Q3 2024
Reduced 68.39%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
228
shares
|
$33,224
0.0% of portfolio
|
Q3 2022
New holding
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
227
shares
|
$33,078
0.01% of portfolio
|
Q2 2024
Reduced 61.53%
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
220
shares
|
$32,058
0.01% of portfolio
|
Q3 2024
Added 547.06%
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
212
shares
|
$30,892
0.0% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
211
shares
|
$30,746
0.0% of portfolio
|
Q4 2023
New holding
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
211
shares
|
$30,746
0.0% of portfolio
|
Q1 2023
New holding
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
200
shares
|
$29,144
0.01% of portfolio
|
Q3 2023
New holding
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
197
shares
|
$28,706
0.02% of portfolio
|
Q2 2024
New holding
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
189
shares
|
$27,541
0.01% of portfolio
|
Q2 2024
New holding
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
179
shares
|
$26,083
0.01% of portfolio
|
Q2 2023
Reduced 47.2%
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
178
shares
|
$25,938
0.0% of portfolio
|
Q3 2024
Added 212.28%
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
176
shares
|
$25,646
0.01% of portfolio
|
Q2 2024
Reduced 29.03%
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
169
shares
|
$24,626
0.0% of portfolio
|
Q4 2023
Reduced 81.96%
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
168
shares
|
$24,480
0.0% of portfolio
|
Q3 2024
New holding
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
167
shares
|
$24,335
0.01% of portfolio
|
Q3 2024
Reduced 40.36%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
165
shares
|
$24,043
0.0% of portfolio
|
Q2 2024
New holding
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
165
shares
|
$24,043
0.01% of portfolio
|
Q3 2024
New holding
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
155
shares
|
$22,586
0.0% of portfolio
|
Q3 2020
New holding
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
145
shares
|
$21,129
0.01% of portfolio
|
Q3 2023
New holding
|