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iShares Core S&P U.S. Growth ETF (IUSG) Institutional Ownership

iShares Core S&P U.S. Growth ETF logo
$154.77 +0.29 (+0.19%)
As of 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

Number of
Institutional Buyers
(last 12 months)
482
Total
Institutional Inflows
(last 12 months)
$1.84B
Number of
Institutional Sellers
(last 12 months)
333
Total
Institutional Outflows
(last 12 months)
$1.10B
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IUSG Institutional Buying and Selling by Quarter

iShares Core S&P U.S. Growth ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/24/2025Blue Trust Inc.1,975,369$297.10M3.5%+4.8%1.274%
7/24/2025Antonelli Financial Advisors LLC1,454$219K0.2%N/A0.001%
7/24/2025Coordinated Financial Services Inc.8,116$1.22M0.8%N/A0.005%
7/24/2025Blair William & Co. IL274,436$41.28M0.1%+0.3%0.177%
7/24/2025US Bancorp DE29,796$4.48M0.0%-8.9%0.019%
7/24/2025Columbia Advisory Partners LLC14,656$2.20M1.7%N/A0.009%
7/23/2025 Columbus Macro LLC32,945$4.96M0.6%-11.7%0.021%
7/23/2025 InTrack Investment Management Inc1,411$212K0.1%-25.6%0.001%
7/23/2025 Eagle Strategies LLC21,069$3.17M0.5%+7.8%0.014%
7/23/2025 Bar Harbor Wealth Management1,419$213K0.0%N/A0.001%
7/23/2025 Valmark Advisers Inc.204,582$30.77M0.4%+2.7%0.132%
7/23/2025 Armbruster Capital Management Inc.2,928$440K0.1%-6.3%0.002%
7/23/2025 NBT Bank N A NY132,102$19.87M1.4%+0.6%0.085%
7/23/2025 Kingswood Wealth Advisors LLC4,657$700K0.1%-2.1%0.003%
7/23/2025 TriaGen Wealth Management LLC17,208$2.59M0.8%-0.5%0.011%
7/23/2025 Joel Isaacson & Co. LLC2,902$436K0.0%+32.0%0.002%
7/23/2025 Richwood Investment Advisors LLC1,460$220K0.2%N/A0.001%
7/23/2025 SteelPeak Wealth LLC1,578$237K0.0%-15.4%0.001%
7/23/2025 Prime Capital Investment Advisors LLC2,253$339K0.0%-37.6%0.001%
7/22/2025 AWM Capital LLC1,469$221K0.0%-18.5%0.001%
7/22/2025 Valeo Financial Advisors LLC3,686$554K0.0%+2.9%0.002%
7/22/2025 DAVENPORT & Co LLC3,375$508K0.0%+12.5%0.002%
7/22/2025 Valpey Financial Services LLC22,329$3.36M2.3%N/A0.014%
7/22/2025 Merit Financial Group LLC1,539,575$231.55M2.6%+37.3%0.993%
7/22/2025 Global Strategic Investment Solutions LLC67,711$10.18M1.1%-0.2%0.044%
7/22/2025 Innovative Wealth Building LLC7,757$1.17M1.0%-33.5%0.005%
7/22/2025 Mascoma Wealth Management LLC125,372$18.86M4.4%-16.6%0.081%
7/22/2025 Simplicity Wealth LLC3,260$490K0.0%N/A0.002%
7/22/2025 Wealthcare Advisory Partners LLC27,816$4.18M0.1%-6.0%0.018%
7/22/2025 Windward Private Wealth Management Inc.31,905$4.80M1.7%+1.8%0.021%
7/21/2025 Quent Capital LLC71,689$10.78M1.0%-9.8%0.046%
7/21/2025 Cardinal Strategic Wealth Guidance334,365$50.29M14.5%-6.3%0.216%
7/21/2025 Financial Council LLC86,546$13.02M6.3%-0.3%0.056%
7/21/2025 Sage Financial Management Group Inc.4,588$690K0.2%-9.4%0.003%
7/21/2025 New Century Financial Group LLC1,939$292K0.3%N/A0.001%
7/21/2025 Ameritas Advisory Services LLC4,297$646K0.0%-71.6%0.003%
7/21/2025 Flagship Private Wealth LLC27,888$4.19M2.2%+1.3%0.018%
7/21/2025 Sterling Investment Counsel LLC11,777$1.77M1.0%-23.8%0.008%
7/21/2025 1900 Wealth Management LLC37,639$5.66M0.4%-4.1%0.024%
7/21/2025 Matauro LLC17,645$2.65M0.5%-7.0%0.011%
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7/21/2025 Cornell Pochily Investment Advisors Inc.27,493$4.14M1.4%+5.3%0.018%
7/18/2025 Parsons Capital Management Inc. RI34,363$5.17M0.3%-0.5%0.022%
7/18/2025 Foundry Financial Group Inc.41,017$6.17M3.5%-0.4%0.026%
7/18/2025 New Wave Wealth Advisors LLC26,995$4.06M1.7%+2.3%0.017%
7/18/2025 Centricity Wealth Management LLC1,621$244K0.2%-18.5%0.001%
7/18/2025 Trust Co. of Vermont3,098$466K0.0%+33.5%0.002%
7/18/2025 Brueske Advisory Services LLC3,258$490K0.3%-37.6%0.002%
7/18/2025 Truist Financial Corp92,378$13.89M0.0%-2.4%0.059%
7/17/2025 Greenleaf Trust1,623$244K0.0%N/A0.001%
7/17/2025 Capital Investment Advisors LLC1,461$220K0.0%N/A0.001%
7/17/2025 HB Wealth Management LLC23,336$3.51M0.0%-6.4%0.015%
7/17/2025 Janney Montgomery Scott LLC34,315$5.16M0.0%-0.9%0.022%
7/17/2025 Venture Visionary Partners LLC7,512$1.13M0.0%-3.3%0.005%
7/17/2025 Fifth Third Securities Inc.7,717$1.16M0.1%-7.1%0.005%
7/17/2025 GC Wealth Management RIA LLC1,436$216K0.0%-49.9%0.001%
7/17/2025 Investment Advisory Services Inc. TX ADV41,681$6.27M2.1%+1.0%0.027%
7/17/2025 PMG Wealth Management Inc.4,115$619K0.5%-18.1%0.003%
7/17/2025 Tritonpoint Wealth LLC4,166$627K0.1%-4.6%0.003%
7/17/2025 Avior Wealth Management LLC4,618$695K0.0%-2.3%0.003%
7/17/2025 Neumann Capital Management LLC27,907$4.20M1.3%-1.8%0.018%
7/17/2025 Charles Schwab Trust Co250,337$37.65M2.8%+6.2%0.161%
7/16/2025 Signature Resources Capital Management LLC276$42K0.0%-38.7%0.000%
7/16/2025 Twelve Points Wealth Management LLC7,786$1.17M0.3%-36.0%0.005%
7/16/2025 ORG Partners LLC4,478$672K0.1%-2.4%0.003%
7/16/2025 Augustine Asset Management Inc.1,934$291K0.1%+14.0%0.001%
7/16/2025 BOS Asset Management LLC72,768$10.94M3.5%+6.5%0.047%
7/16/2025 Falcon Wealth Planning1,439$216K0.0%N/A0.001%
7/16/2025 Novem Group3,086$464K0.1%N/A0.002%
7/16/2025 Beaumont Financial Advisors LLC3,678$553K0.0%-21.4%0.002%
7/16/2025 MKT Advisors LLC1,465$218K0.1%N/A0.001%
7/16/2025 AAFMAA Wealth Management & Trust LLC47,594$7.16M3.0%-33.4%0.031%
7/16/2025 Essex Financial Services Inc.30,716$4.62M0.3%+1.5%0.020%
7/16/2025 Perigon Wealth Management LLC50,698$7.63M0.2%+2.4%0.033%
7/16/2025 Octavia Wealth Advisors LLC4,602$692K0.1%-1.6%0.003%
7/16/2025 Motive Wealth Advisors54,016$8.12M3.7%+3.5%0.035%
7/16/2025 Meridian Financial LLC5,331$802K0.5%+19.9%0.003%
7/16/2025 Ironwood Wealth Management Inc.88,520$13.30M6.3%-2.1%0.057%
7/15/2025 Riverbridge Partners LLC1,792$269K0.0%-73.0%0.001%
7/15/2025 Legacy Solutions LLC52,251$7.86M7.5%+1.8%0.034%
7/15/2025 TD Private Client Wealth LLC55,474$8.34M0.2%+11.9%0.036%
7/15/2025 Legacy Financial Group LLC360,731$54.25M7.6%-21.8%0.231%
7/15/2025 Axis Wealth Partners LLC7,039$1.06M0.7%-3.2%0.005%
7/15/2025 Fifth Third Bancorp3,618$544K0.0%+9.6%0.002%
7/15/2025 Boyd Wealth Management LLC4,299$647K0.3%+34.4%0.003%
7/14/2025 Leonard Rickey Investment Advisors P.L.L.C.4,548$684K0.1%-2.9%0.003%
7/14/2025 Seascape Capital Management2,045$308K0.1%-56.0%0.001%
7/14/2025 Acropolis Investment Management LLC1,353$203K0.0%+7.2%0.001%
7/14/2025 Armstrong Advisory Group Inc.1,210$182K0.0%+106.1%0.001%
7/14/2025 ABLE Financial Group LLC1,362$205K0.0%N/A0.001%
7/14/2025 Rooted Wealth Advisors Inc.28,919$4.37M1.5%+29.4%0.019%
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7/14/2025 Toth Financial Advisory Corp597$90K0.0%N/A0.000%
7/14/2025 Abound Wealth Management519$78K0.0%+160.8%0.000%
7/14/2025 Park Avenue Securities LLC17,391$2.62M0.0%N/A0.011%
7/14/2025 Sowell Financial Services LLC1,425$214K0.0%N/A0.001%
7/11/2025 Colorado Capital Management Inc.23,485$3.53M1.5%-1.6%0.015%
7/11/2025 Hilltop Wealth Advisors LLC241,047$36.25M20.4%+5.4%0.155%
7/11/2025 Farther Finance Advisors LLC10,888$1.64M0.0%-19.4%0.007%
7/11/2025 CX Institutional460,475$69.26M2.4%+13.1%0.295%
7/11/2025 Essex Savings Bank1,391$209K0.0%N/A0.001%
7/11/2025 Matthew Goff Investment Advisor LLC1,345$202K0.0%N/A0.001%
(Data available from 1/1/2016 forward)

IUSG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IUSG shares?

During the previous two years, 766 institutional investors and hedge funds held shares of iShares Core S&P U.S. Growth ETF. The most heavily invested institutionals were Bank of America Corp DE ($5.50B), LPL Financial LLC ($1.66B), Morgan Stanley ($1.06B), Jones Financial Companies Lllp ($773.81M), Blue Trust Inc. ($297.10M), Envestnet Asset Management Inc. ($256.40M), and Merit Financial Group LLC ($231.55M).Learn more on iShares Core S&P U.S. Growth ETF's institutional investors.

Which institutional investors have been buying iShares Core S&P U.S. Growth ETF's stock?

Of the 661 institutional investors that purchased iShares Core S&P U.S. Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.60M), Morgan Stanley ($1.42M), Raymond James Financial Inc. ($1.27M), Merit Financial Group LLC ($1.06M), Blue Trust Inc. ($1.00M), Kestra Investment Management LLC ($874.69K), and Citizens Financial Group Inc. RI ($675.97K).

How much institutional buying is happening at iShares Core S&P U.S. Growth ETF?

Institutional investors have bought a total of 13,734,265 shares in the last 24 months. This purchase volume represents approximately $1.84B in transactions.

Which of iShares Core S&P U.S. Growth ETF's major shareholders have been selling company stock?

Of the 331 institutional investors that sold iShares Core S&P U.S. Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($2.22M), Jones Financial Companies Lllp ($1.48M), Facet Wealth Inc. ($398.14K), Bank of New York Mellon Corp ($386.69K), Corient Private Wealth LLC ($383.57K), Ameriprise Financial Inc. ($275.26K), and Two Sigma Investments LP ($197.80K).

How much institutional selling is happening at iShares Core S&P U.S. Growth ETF?

Institutional investors have sold a total of 8,307,546 shares in the last 24 months. This volume of shares sold represents approximately $1.10B in transactions.



This page (NASDAQ:IUSG) was last updated on 7/24/2025 by MarketBeat.com Staff
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