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

iShares Core S&P U.S. Growth ETF logo
$124.62 -0.17 (-0.14%)
As of 04/15/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

Number of
Institutional Buyers
(last 12 months)
463
Total
Institutional Inflows
(last 12 months)
$1.69B
Number of
Institutional Sellers
(last 12 months)
289
Total
Institutional Outflows
(last 12 months)
$639.57M
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IUSG Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025ForthRight Wealth Management LLC174,753$22.21M7.4%+0.8%0.114%
4/15/2025Members Wealth LLC1,915$243K0.2%-13.3%0.001%
4/15/2025Sapient Capital LLC4,513$574K0.0%+2.5%0.003%
4/15/2025GPS Wealth Strategies Group LLC706$90K0.0%-13.7%0.000%
4/15/2025Fifth Third Bancorp3,300$419K0.0%+5.8%0.002%
4/15/2025Ulland Investment Advisors LLC6,326$804K0.7%-6.1%0.004%
4/15/2025InTrack Investment Management Inc1,896$241K0.2%-5.0%0.001%
4/15/2025Leonard Rickey Investment Advisors P.L.L.C.4,685$585K0.1%-6.2%0.003%
4/15/2025Redhawk Wealth Advisors Inc.38,904$4.94M0.7%-1.9%0.025%
4/15/2025CX Institutional407,174$51.74M2.0%+38.4%0.264%
4/15/2025Integrated Advisors Network LLC14,798$1.88M0.1%-41.3%0.010%
4/15/2025Collier Financial978$124K0.1%+14.8%0.001%
4/15/2025Financial Council LLC86,765$11.03M5.9%-1.8%0.056%
4/15/2025Parsons Capital Management Inc. RI34,526$4.39M0.2%+7.5%0.022%
4/15/2025Fiduciary Financial Group LLC2,580$314K0.1%N/A0.002%
4/15/2025Wealthcare Advisory Partners LLC29,607$3.76M0.1%+7.6%0.019%
4/14/2025 Farther Finance Advisors LLC13,510$1.73M0.0%+32.5%0.009%
4/14/2025 Courier Capital LLC1,636$208K0.0%+13.0%0.001%
4/14/2025 Centricity Wealth Management LLC1,988$253K0.2%+10.0%0.001%
4/14/2025 Ironwood Wealth Management Inc.90,461$11.01M5.7%-2.0%0.059%
4/14/2025 Bennett Selby Investments LP4,678$594K0.2%-6.4%0.003%
4/14/2025 Flagship Private Wealth LLC27,526$3.50M1.7%-3.1%0.018%
4/14/2025 Patriot Financial Group Insurance Agency LLC5,274$670K0.1%-1.7%0.003%
4/11/2025 AAFMAA Wealth Management & Trust LLC71,457$9.08M4.1%-3.8%0.047%
4/11/2025 Fortress Financial Group LLC96,297$12.24M12.2%+3.3%0.063%
4/11/2025 SeaCrest Wealth Management LLC5,106$649K0.1%-2.2%0.003%
4/11/2025 Procyon Advisors LLC2,296$292K0.0%N/A0.001%
4/11/2025 Signal Advisors Wealth LLC1,708$217K0.0%N/A0.001%
4/11/2025 Ullmann Wealth Partners Group LLC7,026$893K0.1%-35.8%0.005%
4/11/2025 Armstrong Fleming & Moore Inc25,126$3.19M3.9%N/A0.016%
4/11/2025 Annex Advisory Services LLC4,275$543K0.0%-10.0%0.003%
4/10/2025 Charles Schwab Trust Co235,695$29.95M2.5%+1.2%0.154%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.277$35K0.0%+67.9%0.000%
4/10/2025 KWB Wealth1,849$258K0.0%-5.3%0.001%
4/10/2025 Wealth Management Partners LLC8,320$1.06M0.5%-3.2%0.005%
4/10/2025 Veracity Capital LLC229,584$29.18M11.3%-13.8%0.150%
4/10/2025 Amplius Wealth Advisors LLC119,264$15.16M1.6%-0.5%0.078%
4/10/2025 Legacy Financial Group LLC461,280$58.62M9.0%-1.7%0.301%
4/9/2025 RFG Advisory LLC38,541$4.90M0.1%-1.5%0.025%
4/9/2025 ST Germain D J Co. Inc.3,387$430K0.0%-8.0%0.002%
Two Unmistakable Patterns Return… (Ad)

The signs suggest we're entering one of those rare periods now. That's why Central Banks are buying gold at record pace. Why massive amounts of gold are being moved between countries. Why governments are repositioning their gold reserves. But here's what most people miss, the second pattern: During these resets, a unique anomaly appears in certain gold mining stocks. I call it the "Golden Anomaly."

Each one is trading at up to an 95% discount to their true value. Click here to see the pattern bef
4/9/2025 Merit Financial Group LLC1,120,919$142.45M2.1%+114.0%0.732%
4/9/2025 Elevation Wealth Partners LLC119,512$15.22M6.6%+0.1%0.078%
4/9/2025 Sweeney & Michel LLC9,245$1.18M0.5%N/A0.006%
4/9/2025 NBC Securities Inc.523$66K0.0%N/A0.000%
4/9/2025 Kaizen Financial Strategies5,180$658K0.4%-6.9%0.003%
4/8/2025 Catalyst Private Wealth LLC3,910$497K0.2%+136.1%0.003%
4/8/2025 Rooted Wealth Advisors Inc.22,350$2.84M1.2%+4.5%0.015%
4/8/2025 Investors Research Corp7,214$917K0.2%+8.9%0.005%
4/8/2025 Doliver Advisors LP172,362$21.90M6.2%-6.8%0.113%
4/8/2025 Legacy Solutions LLC51,323$6.52M7.2%+2.0%0.034%
4/8/2025 Parallel Advisors LLC9,178$1.17M0.0%-8.8%0.006%
4/7/2025 GAMMA Investing LLC36,726$4.67M0.0%+12,608.0%0.024%
4/4/2025 Quent Capital LLC79,460$10.10M1.1%-4.1%0.052%
4/3/2025 Collective Family Office LLC4,111$522K0.1%-17.8%0.003%
3/19/2025M1 Capital Management LLC3,208$447K0.2%N/A0.002%
3/19/2025Northeast Planning Associates INC. NH9,548$1.33M1.4%N/A0.006%
3/17/2025Wealth Enhancement Advisory Services LLC104,044$14.50M0.0%+5.5%0.069%
3/17/2025Members Wealth LLC2,210$318K0.2%N/A0.001%
3/14/2025Tableaux LLC1,470$205K0.2%N/A0.001%
3/6/2025Wood Tarver Financial Group LLC265$36K0.0%N/A0.000%
2/28/2025Brooklyn FI LLC1,680$238K0.0%N/A0.001%
2/27/2025Carolinas Wealth Consulting LLC5,527$770K0.1%+3.0%0.004%
2/25/2025Integrated Advisors Network LLC25,197$3.51M0.2%+44.4%0.017%
2/24/2025Great Valley Advisor Group Inc.23,024$3.21M0.1%-1.7%0.015%
2/24/2025Ameriflex Group Inc.249$36K0.0%N/A0.000%
2/24/2025United Advisor Group LLC2,443$340K0.1%+56.1%0.002%
2/22/2025American Trust1,975$275K0.0%N/A0.001%
2/21/2025Aurdan Capital Management LLC267,420$37.27M14.3%N/A0.177%
2/21/2025Vermillion Wealth Management Inc.262$37K0.0%N/A0.000%
2/18/2025Sunbelt Securities Inc.7,637$1.07M0.1%+4.4%0.005%
2/18/2025Fourth Dimension Wealth LLC3,821$532K0.3%N/A0.003%
2/18/2025Stonebridge Financial Planning Group LLC32,247$4.49M2.0%-2.3%0.021%
2/18/2025Cornerstone Advisory LLC35,089$5.12M0.6%+0.3%0.023%
2/18/2025MidWestOne Financial Group Inc.20,723$2.89M0.4%-21.4%0.014%
2/18/2025First Heartland Consultants Inc.37,823$5.27M0.5%+0.9%0.025%
2/18/2025Continuum Advisory LLC1,624$226K0.0%-9.0%0.001%
2/18/2025Talisman Wealth Advisors LLC8,503$1.19M1.2%-4.6%0.006%
2/17/2025Waverly Advisors LLC8,252$1.15M0.0%+418.0%0.005%
2/17/2025Vident Advisory LLC31,709$4.42M0.1%-3.0%0.021%
2/17/2025Westwood Holdings Group Inc.43,034$6.00M0.0%-0.3%0.029%
2/17/2025St. Clair Advisors LLC4,757$663K0.2%N/A0.003%
2/17/2025Two Sigma Investments LP35,900$5.00M0.0%-84.6%0.024%
2/17/2025TrinityPoint Wealth LLC1,487$207K0.0%N/A0.001%
2/17/2025Snowden Capital Advisors LLC5,557$774K0.0%-3.8%0.004%
2/17/2025Royal Bank of Canada870,946$121.37M0.0%+15.6%0.578%
2/17/2025Quantinno Capital Management LP18,128$2.53M0.0%+0.6%0.012%
2/17/2025Investor s Fiduciary Advisor Network LLC4,526$630K0.2%N/A0.003%
2/17/2025 Kaizen Financial Strategies5,565$775K0.4%-4.4%0.004%
2/17/2025Focus Partners Wealth194,763$27.40M0.1%-3.6%0.129%
2/17/2025Ellevest Inc.2,654$370K0.0%-42.7%0.002%
Two Unmistakable Patterns Return… (Ad)

The signs suggest we're entering one of those rare periods now. That's why Central Banks are buying gold at record pace. Why massive amounts of gold are being moved between countries. Why governments are repositioning their gold reserves. But here's what most people miss, the second pattern: During these resets, a unique anomaly appears in certain gold mining stocks. I call it the "Golden Anomaly."

Each one is trading at up to an 95% discount to their true value. Click here to see the pattern bef
2/17/2025EP Wealth Advisors LLC15,548$2.17M0.0%+10.3%0.010%
2/17/2025CoreCap Advisors LLC623$87K0.0%+125.7%0.000%
2/17/2025Cresset Asset Management LLC60,373$8.41M0.0%-13.2%0.040%
2/17/2025Cetera Investment Advisers372,003$51.84M0.1%+0.7%0.247%
2/17/2025Cahill Financial Advisors Inc.16,443$2.29M0.3%+0.8%0.011%
2/17/2025Captrust Financial Advisors84,398$11.76M0.0%-7.0%0.056%
2/17/2025Baird Financial Group Inc.163,346$22.76M0.0%+1.5%0.108%
2/17/2025Bank of America Corp DE39,498,165$5.50B0.5%+0.7%26.192%
2/17/2025Bearing Point Capital LLC6,700$934K0.2%N/A0.004%
2/17/2025Benjamin Edwards Inc.620,671$86.49M1.2%+3.6%0.412%
(Data available from 1/1/2016 forward)

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IUSG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IUSG shares?

During the previous two years, 750 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 ($2.13B), Morgan Stanley ($1.06B), Jones Financial Companies Lllp ($877.09M), Envestnet Asset Management Inc. ($283.29M), Blue Trust Inc. ($269.44M), and JPMorgan Chase & Co. ($199.84M).Learn more on IUSG's institutional investors.

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

Of the 654 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: LPL Financial LLC ($2.09M), Morgan Stanley ($1.42M), Raymond James Financial Inc. ($1.27M), Blue Trust Inc. ($913.42K), Kestra Investment Management LLC ($874.69K), Citizens Financial Group Inc. RI ($675.97K), and Merit Financial Group LLC ($641.68K).

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

Institutional investors have bought a total of 23,595,285 shares in the last 24 months. This purchase volume represents approximately $2.97B in transactions.

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

Of the 396 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), Jones Financial Companies Lllp ($863.91K), Legacy Financial Group LLC ($514.26K), Corient Private Wealth LLC ($383.57K), Facet Wealth Inc. ($371.30K), UBS Group AG ($290.65K), and CX Institutional ($234.41K).

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

Institutional investors have sold a total of 9,935,861 shares in the last 24 months. This volume of shares sold represents approximately $1.32B in transactions.


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This page (NASDAQ:IUSG) was last updated on 4/16/2025 by MarketBeat.com Staff
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