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

iShares Core S&P U.S. Growth ETF logo
$141.02 +1.54 (+1.10%)
(As of 12/20/2024 05:40 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
378
Total
Institutional Inflows
(last 12 months)
$1.09B
Number of
Institutional Sellers
(last 12 months)
250
Total
Institutional Outflows
(last 12 months)
$406.94M
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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
12/13/2024 B. Riley Wealth Advisors Inc.1,547$203K0.0%N/A0.001%
12/10/2024 DGS Capital Management LLC4,162$549K0.1%-2.3%0.003%
12/3/2024 Denver PWM LLC7,370$972K0.4%-7.8%0.005%
11/25/2024 Synovus Financial Corp2,050$270K0.0%-6.3%0.001%
11/25/2024 Sanctuary Advisors LLC184,976$25.41M0.2%-1.0%0.124%
11/21/2024 Wealthquest Corp6,039$785K0.1%-6.6%0.004%
11/19/2024 M&T Bank Corp48,420$6.39M0.0%-6.7%0.032%
11/18/2024 TD Private Client Wealth LLC38,892$5.13M0.1%+0.3%0.026%
11/18/2024 Sunbelt Securities Inc.7,317$965K0.1%+30.2%0.005%
11/18/2024 Coldstream Capital Management Inc.43,219$5.70M0.1%-2.5%0.029%
11/15/2024 MidWestOne Financial Group Inc.26,379$3.48M0.5%-16.8%0.018%
11/15/2024 M&T Bank Corp48,420$6.39M0.0%-6.7%0.032%
11/15/2024 Continuum Advisory LLC1,784$246K0.0%+9.9%0.001%
11/15/2024 MML Investors Services LLC245,353$32.36M0.1%+13.6%0.165%
11/15/2024 Orion Portfolio Solutions LLC10,711$1.41M0.0%+5.0%0.007%
11/15/2024 Jane Street Group LLC2,889$381K0.0%-81.5%0.002%
11/15/2024 Kovitz Investment Group Partners LLC2,178$287K0.0%N/A0.001%
11/15/2024 Texas Capital Bank Wealth Management Services Inc6,533$862K0.1%-24.4%0.004%
11/15/2024 SageView Advisory Group LLC1,991$263K0.0%-8.0%0.001%
11/15/2024 IHT Wealth Management LLC71,988$9.49M0.3%+4.9%0.048%
11/15/2024 Integrated Wealth Concepts LLC140,856$18.58M0.2%-4.9%0.094%
11/15/2024 HighTower Advisors LLC561,926$74.12M0.1%-0.2%0.377%
11/15/2024 Benjamin Edwards Inc.599,022$79.02M1.1%+10,090.9%0.402%
11/15/2024 Kestra Investment Management LLC840,995$110.94M4.8%+11.1%0.564%
11/14/2024 TRUE Private Wealth Advisors3,040$401K0.0%-38.4%0.002%
11/14/2024 Flow Traders U.S. LLC24,182$3.19M0.2%+26.1%0.016%
11/14/2024 Captrust Financial Advisors90,772$11.97M0.0%-13.7%0.061%
11/14/2024 Rockefeller Capital Management L.P.95,052$12.54M0.0%-5.4%0.064%
11/14/2024 Financial Counselors Inc.24,511$3.23M0.0%+4.4%0.016%
11/14/2024 Providence Capital Advisors LLC300$40K0.0%-60.9%0.000%
11/14/2024 CreativeOne Wealth LLC2,028$268K0.0%N/A0.001%
11/13/2024 Townsquare Capital LLC5,575$735K0.0%-6.9%0.004%
11/13/2024 FMR LLC733,264$96.73M0.0%-0.4%0.492%
11/13/2024 D.A. Davidson & CO.22,175$2.93M0.0%+5.5%0.015%
11/13/2024 Bank of Montreal Can62,178$8.15M0.0%-0.3%0.042%
11/13/2024 Private Trust Co. NA27,865$3.68M0.4%-1.8%0.019%
11/13/2024 Diversified LLC7,375$973K0.1%+10.5%0.005%
11/12/2024 Cahill Financial Advisors Inc.16,311$2.15M0.3%+6.6%0.011%
11/12/2024Larson Financial Group LLC710$94K0.0%+671.7%0.000%
11/12/2024 Cerity Partners LLC9,014$1.19M0.0%+124.9%0.006%
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11/12/2024 Kingsview Wealth Management LLC10,516$1.39M0.0%+38.4%0.007%
11/12/2024 Optivise Advisory Services LLC7,943$1.05M0.6%N/A0.005%
11/12/2024 Great Valley Advisor Group Inc.23,423$3.09M0.1%+25.4%0.016%
11/12/2024 Financial Council LLC88,705$11.70M6.1%-0.8%0.059%
11/12/2024 Meridian Wealth Management LLC9,607$1.27M0.1%N/A0.006%
11/12/2024 Allen Capital Group LLC5,658$746K0.1%+2.4%0.004%
11/12/2024 Asset Management Group Inc.5,962$786K0.1%-23.7%0.004%
11/12/2024 Darden Wealth Group Inc11,566$1.53M1.1%-1.1%0.008%
11/12/2024 Investors Research Corp6,291$830K0.2%+5.3%0.004%
11/12/2024 Charles Schwab Investment Management Inc.92,643$12.22M0.0%-60.8%0.062%
11/9/2024 LPL Financial LLC14,877,167$1.96B0.9%+0.6%9.975%
11/8/2024 Citizens Financial Group Inc. RI678,511$89.50M1.8%+5.2%0.455%
11/8/2024 MTM Investment Management LLC530$70K0.0%+1,666.7%0.000%
11/8/2024 First Horizon Advisors Inc.1,144$151K0.0%-13.4%0.001%
11/8/2024 Howe & Rusling Inc.239,955$31.65M2.7%+5.3%0.161%
11/8/2024 PNC Financial Services Group Inc.789,987$104.21M0.1%-5.6%0.530%
11/8/2024 Prospera Financial Services Inc15,187$2.01M0.1%+1.6%0.010%
11/7/2024 Caprock Group LLC17,466$2.30M0.1%+0.6%0.012%
11/7/2024 Spectrum Wealth Advisory Group LLC51,056$6.74M3.8%+0.2%0.034%
11/7/2024 MidAtlantic Capital Management Inc.5,394$712K0.5%N/A0.004%
11/7/2024 MAI Capital Management5,550$732K0.0%-21.3%0.004%
11/7/2024 Planning Directions Inc.22,303$2.94M1.8%+2.2%0.015%
11/7/2024 Thrivent Financial for Lutherans25,926$3.42M0.0%-28.9%0.017%
11/6/2024 Cutler Investment Counsel LLC181,184$23.90M3.0%+5.9%0.121%
11/6/2024 Birchcreek Wealth Management LLC104,138$13.74M9.0%-0.2%0.070%
11/6/2024 Neumann Capital Management LLC30,003$3.96M1.3%+3.6%0.020%
11/6/2024 Endowment Wealth Management Inc.27,947$3.69M2.4%+10.7%0.019%
11/6/2024 Main Street Financial Solutions LLC57,781$7.62M0.7%+4.3%0.039%
11/6/2024 Oppenheimer & Co. Inc.10,317$1.36M0.0%+0.9%0.007%
11/5/2024 Empower Advisory Group LLC4,289$566K0.0%-16.7%0.003%
11/5/2024 RPG Investment Advisory LLC4,530$598K0.1%+18.3%0.003%
11/5/2024 First Heartland Consultants Inc.37,496$4.95M0.5%-2.1%0.025%
11/5/2024 Prime Capital Investment Advisors LLC3,223$425K0.0%-2.8%0.002%
11/5/2024 Mascoma Wealth Management LLC182,206$24.04M6.0%-2.6%0.122%
11/5/2024 Verus Capital Partners LLC5,665$747K0.1%+8.0%0.004%
11/5/2024 Harbour Investments Inc.3,162$417K0.0%-19.2%0.002%
11/5/2024 Opinicus Capital Inc.2,511$331K0.3%N/A0.002%
11/4/2024 Venturi Wealth Management LLC252$33K0.0%+460.0%0.000%
11/4/2024 GDS Wealth Management5,334$704K0.1%-92.8%0.004%
11/4/2024 Beam Wealth Advisors Inc.29,545$3.90M1.2%+37.7%0.020%
11/4/2024 Patten & Patten Inc. TN3,814$503K0.0%-8.4%0.003%
11/4/2024 1900 Wealth Management LLC65,683$8.66M0.8%+49.3%0.044%
11/4/2024 Colonial River Investments LLC1,955$258K0.1%+14.8%0.001%
11/4/2024 Axxcess Wealth Management LLC1,955$258K0.0%+14.8%0.001%
11/4/2024 Sigma Planning Corp15,571$2.05M0.1%-1.4%0.010%
11/2/2024 XML Financial LLC8,070$1.07M0.1%+2.4%0.005%
11/1/2024 Atria Investments Inc150,952$19.91M0.2%+10.5%0.101%
11/1/2024 TCTC Holdings LLC11,050$1.46M0.0%+93.9%0.007%
11/1/2024 Wealth Quarterback LLC65,616$8.66M4.5%-30.1%0.044%
11/1/2024 Assetmark Inc.443$58K0.0%-95.7%0.000%
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11/1/2024 Seascape Capital Management4,211$555K0.2%+2.4%0.003%
11/1/2024 Able Wealth Management LLC37,284$4.92M3.7%+0.3%0.025%
11/1/2024 Holistic Planning LLC10,250$1.35M0.6%-11.8%0.007%
11/1/2024 Hollencrest Capital Management21,799$2.88M0.1%-12.1%0.015%
11/1/2024 ABLE Financial Group LLC1,625$214K0.1%N/A0.001%
10/31/2024 Beacon Harbor Wealth Advisors Inc.2,314$305K0.1%N/A0.002%
10/31/2024 Global Strategic Investment Solutions LLC76,745$10.12M1.2%-6.5%0.051%
10/31/2024 Concurrent Investment Advisors LLC92,379$12.19M0.4%-0.6%0.062%
10/30/2024 White Lighthouse Investment Management Inc.12,400$1.64M0.3%-4.8%0.008%
10/30/2024 Benchmark Financial Wealth Advisors LLC10,619$1.40M0.5%+1.4%0.007%
(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, 664 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 ($3.27B), LPL Financial LLC ($1.96B), Morgan Stanley ($1.06B), Jones Financial Companies Lllp ($747.61M), Envestnet Asset Management Inc. ($262.97M), Blue Trust Inc. ($185.94M), and Commonwealth Equity Services LLC ($176.06M).Learn more on IUSG's institutional investors.

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

Of the 578 institutional investors that purchased iShares Core S&P U.S. Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($3.67M), LPL Financial LLC ($1.83M), Morgan Stanley ($1.42M), Facet Wealth Inc. ($970.74K), Kestra Investment Management LLC ($841.00K), Clearbridge Investments LLC ($677.74K), 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 26,386,064 shares in the last 24 months. This purchase volume represents approximately $3.60B in transactions.

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

Of the 365 institutional investors that sold iShares Core S&P U.S. Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Clearbridge Investments LLC ($902.80K), Legacy Financial Group LLC ($482.55K), Raymond James & Associates ($471.24K), Madison Asset Management LLC ($460.82K), Envestnet Asset Management Inc. ($386.86K), First Republic Investment Management Inc. ($299.77K), and UBS Group AG ($290.65K).

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

Institutional investors have sold a total of 9,577,762 shares in the last 24 months. This volume of shares sold represents approximately $1.33B in transactions.



This page (NASDAQ:IUSG) was last updated on 12/22/2024 by MarketBeat.com Staff
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