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 760 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 $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
228,271
shares
|
$32.6 Million
0.39% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
207,999
shares
|
$29.7 Million
0.93% of portfolio
|
Q4 2024
Added 52.15%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
197,883
shares
|
$28.3 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
197,326
shares
|
$28.2 Million
0.17% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
193,329
shares
|
$27.6 Million
3.41% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
191,759
shares
|
$27.4 Million
7.18% of portfolio
|
Q4 2024
Reduced 26.01%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
187,288
shares
|
$26.8 Million
3.33% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
186,503
shares
|
$26.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 98.75%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
185,535
shares
|
$26.5 Million
3.19% of portfolio
|
Q4 2022
Added 45.9%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
185,535
shares
|
$26.5 Million
3.18% of portfolio
|
Q4 2022
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
185,185
shares
|
$26.5 Million
0.17% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
184,986
shares
|
$26.5 Million
7.58% of portfolio
|
Q4 2024
Reduced 14.68%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
182,206
shares
|
$26.1 Million
6.01% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
178,228
shares
|
$25.5 Million
7.38% of portfolio
|
Q4 2024
Added 12.07%
|
|
|
Forth Right Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
173,367
shares
|
$24.8 Million
8.4% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
160,959
shares
|
$23 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
158,226
shares
|
$22.6 Million
0.07% of portfolio
|
Q3 2024
Added 137.74%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
153,330
shares
|
$21.9 Million
0.33% of portfolio
|
Q4 2024
Added 54.76%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
150,952
shares
|
$21.6 Million
0.26% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
146,093
shares
|
$20.9 Million
1.19% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
143,654
shares
|
$20.5 Million
0.2% of portfolio
|
Q3 2023
Reduced 2.37%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
140,856
shares
|
$20.1 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
140,087
shares
|
$20 Million
0.44% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
139,483
shares
|
$19.9 Million
3.93% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
133,702
shares
|
$19.1 Million
3.26% of portfolio
|
Q4 2024
Reduced 0.9%
|