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 |
|---|---|---|---|---|---|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
37,284
shares
|
$5.43 Million
3.73% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
37,118
shares
|
$5.41 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
37,098
shares
|
$5.41 Million
1.22% of portfolio
|
Q2 2022
Added 1.12%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
36,724
shares
|
$5.35 Million
1.91% of portfolio
|
Q3 2024
Added 12.71%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
34,978
shares
|
$5.1 Million
0.64% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
33,783
shares
|
$4.92 Million
1.71% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
33,161
shares
|
$4.83 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
32,990
shares
|
$4.81 Million
2.15% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
32,696
shares
|
$4.76 Million
0.11% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
32,595
shares
|
$4.75 Million
3.59% of portfolio
|
Q4 2024
Added 2.88%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
32,114
shares
|
$4.68 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
32,000
shares
|
$4.66 Million
1.08% of portfolio
|
Q3 2022
Reduced 3.12%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
30,642
shares
|
$4.47 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
30,481
shares
|
$4.44 Million
1.22% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
30,428
shares
|
$4.43 Million
1.74% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
30,030
shares
|
$4.38 Million
0.55% of portfolio
|
Q3 2024
Added 29.88%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
30,017
shares
|
$4.37 Million
1.39% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
29,605
shares
|
$4.31 Million
0.01% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
29,545
shares
|
$4.31 Million
1.2% of portfolio
|
Q3 2024
Added 37.75%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
29,376
shares
|
$4.28 Million
1.79% of portfolio
|
Q3 2024
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
29,260
shares
|
$4.26 Million
0.01% of portfolio
|
Q2 2023
Reduced 6.47%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
28,767
shares
|
$4.19 Million
0.22% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
28,498
shares
|
$4.15 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
28,397
shares
|
$4.14 Million
1.91% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
27,947
shares
|
$4.07 Million
2.69% of portfolio
|
Q3 2024
Added 10.69%
|