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 904 institutions that hold shares in the stock, with a total of 121 Million shares, which have been reported (via 13F filing form) to have a value of $19.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
60,850
shares
|
$10 Million
0.14% of portfolio
|
Q3 2025
Reduced 9.16%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
59,514
shares
|
$9.82 Million
3.91% of portfolio
|
Q3 2025
Added 153.76%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
59,422
shares
|
$9.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
56,725
shares
|
$9.36 Million
0.21% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
55,936
shares
|
$9.23 Million
0.2% of portfolio
|
Q2 2025
Added 11.07%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
54,654
shares
|
$9.02 Million
0.33% of portfolio
|
Q3 2025
Reduced 61.23%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
54,380
shares
|
$8.97 Million
0.06% of portfolio
|
Q3 2025
Added 186.59%
|
|
|
Motive Wealth Advisors
|
Oct 20, 2025 Q3 2025 |
52,184
shares
|
$8.61 Million
3.77% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
51,208
shares
|
$8.45 Million
1.23% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Oct 09, 2025 Q3 2025 |
51,096
shares
|
$8.43 Million
7.56% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
50,644
shares
|
$8.36 Million
3.45% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
50,455
shares
|
$8.33 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
49,420
shares
|
$8.15 Million
2.01% of portfolio
|
Q3 2025
Added 22.4%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 30, 2025 Q3 2025 |
47,742
shares
|
$7.88 Million
3.18% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
47,076
shares
|
$7.77 Million
0.11% of portfolio
|
Q3 2022
Added 23.35%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
46,599
shares
|
$7.69 Million
3.02% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
46,147
shares
|
$7.61 Million
4.03% of portfolio
|
Q3 2025
Added 11.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
46,042
shares
|
$7.6 Million
0.04% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
45,524
shares
|
$7.51 Million
0.46% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
45,002
shares
|
$7.43 Million
2.47% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
44,189
shares
|
$7.29 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
43,598
shares
|
$7.19 Million
0.84% of portfolio
|
Q3 2025
Reduced 63.26%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
42,714
shares
|
$7.05 Million
2.33% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
41,829
shares
|
$6.9 Million
4.99% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
40,927
shares
|
$6.75 Million
0.15% of portfolio
|
Q3 2025
Added 47.13%
|
|