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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
122,965
shares
|
$17.9 Million
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
120,520
shares
|
$17.6 Million
0.14% of portfolio
|
Q3 2024
Reduced 17.91%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
119,828
shares
|
$17.5 Million
1.07% of portfolio
|
Q3 2024
Added 9.92%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
119,827
shares
|
$17.5 Million
1.96% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
118,738
shares
|
$17.3 Million
6.72% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
117,463
shares
|
$17.1 Million
10.43% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
111,156
shares
|
$16.2 Million
3.81% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
107,599
shares
|
$15.7 Million
3.99% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
107,300
shares
|
$15.6 Million
5.08% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
104,138
shares
|
$15.2 Million
9.01% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
99,499
shares
|
$14.5 Million
0.0% of portfolio
|
Q3 2024
Added 20.51%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
99,077
shares
|
$14.4 Million
0.21% of portfolio
|
Q3 2024
Added 77.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
98,951
shares
|
$14.4 Million
0.03% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
95,474
shares
|
$13.9 Million
2.08% of portfolio
|
Q2 2024
Reduced 11.3%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
95,052
shares
|
$13.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Ironwood Wealth Management, Inc.
|
Oct 07, 2024 Q3 2024 |
94,966
shares
|
$13.8 Million
6.14% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
93,314
shares
|
$13.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
92,696
shares
|
$13.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.03%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
92,643
shares
|
$13.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 60.76%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
92,379
shares
|
$13.5 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
91,479
shares
|
$13.3 Million
6.02% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
90,848
shares
|
$13.2 Million
2.39% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
90,772
shares
|
$13.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 13.73%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
90,535
shares
|
$13.2 Million
1.91% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
90,030
shares
|
$13.1 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.08%
|