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

iShares Core S&P U.S. Growth ETF logo
$142.60 +1.84 (+1.31%)
As of 01/17/2025 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)
385
Total
Institutional Inflows
(last 12 months)
$1.10B
Number of
Institutional Sellers
(last 12 months)
252
Total
Institutional Outflows
(last 12 months)
$404.52M
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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
1/17/2025 New Century Financial Group LLC1,784$253K0.1%+7.9%0.001%
1/17/2025 Veracity Capital LLC266,236$37.10M13.4%+2.7%0.176%
1/17/2025 Baron Silver Stevens Financial Advisors LLC1,593$222K0.0%N/A0.001%
1/17/2025 Riverbridge Partners LLC27,436$3.82M0.1%+145.8%0.018%
1/17/2025 Janney Montgomery Scott LLC33,161$4.62M0.0%-9.1%0.022%
1/17/2025 Finley Financial LLC1,180$167K0.1%N/A0.001%
1/17/2025 Phoenix Wealth Advisors50,523$7.04M3.1%-10.5%0.033%
1/17/2025 ForthRight Wealth Management LLC173,367$24.16M8.1%-2.3%0.115%
1/17/2025 ERTS Wealth Advisors LLC90,848$12.66M2.4%-3.7%0.060%
1/17/2025 XML Financial LLC6,408$893K0.1%-20.6%0.004%
1/17/2025 Beaumont Financial Advisors LLC4,679$652K0.0%-2.5%0.003%
1/17/2025 Mogy Joel R Investment Counsel Inc.250$35K0.0%+316.7%0.000%
1/16/2025 Charles Schwab Trust Co232,863$32.45M2.8%-9.0%0.153%
1/16/2025 Ballentine Partners LLC8,655$1.21M0.0%N/A0.006%
1/16/2025 Leonard Rickey Investment Advisors P.L.L.C.4,995$696K0.2%+2.7%0.003%
1/16/2025 Ulland Investment Advisors LLC6,736$939K0.6%-2.7%0.004%
1/16/2025 Hoese & Co LLP333$46K0.0%N/A0.000%
1/16/2025 Amplius Wealth Advisors LLC119,827$16.70M1.7%+1.1%0.079%
1/16/2025 Colorado Capital Management Inc.25,988$3.62M1.8%-17.7%0.017%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.7,973$1.11M0.2%+1.9%0.005%
1/16/2025 SFG Wealth Management LLC.2,557$356K0.2%+5.8%0.002%
1/16/2025 Diversify Advisory Services LLC6,382$884K0.0%+15.4%0.004%
1/16/2025 Diversify Wealth Management LLC5,462$757K0.1%+210.9%0.004%
1/16/2025 Annex Advisory Services LLC4,750$662K0.0%N/A0.003%
1/16/2025 Liberty One Investment Management LLC11,265$1.57M0.2%+11.2%0.007%
1/15/2025 Oak Ridge Investments LLC6,658$928K0.1%+54.0%0.004%
1/15/2025 GenWealth Group Inc.2,601$362K0.1%-6.9%0.002%
1/15/2025 Meridian Financial LLC3,669$511K0.4%+14.8%0.002%
1/15/2025 Ameritas Advisory Services LLC68,031$9.48M0.3%+476.4%0.045%
1/15/2025 HB Wealth Management LLC25,988$3.62M0.0%+5.8%0.017%
1/15/2025 Hubbell Strickland Wealth Management LLC10,160$1.42M0.7%-2.0%0.007%
1/15/2025 Integrated Investment Consultants LLC2,024$282K0.0%N/A0.001%
1/15/2025 Arkadios Wealth Advisors1,811$252K0.0%-8.7%0.001%
1/15/2025 Brooklyn Investment Group364$51K0.0%N/A0.000%
1/15/2025 Helen Stephens Group LLC178,228$24.84M7.4%+12.1%0.117%
1/15/2025 Merit Financial Group LLC523,864$73M1.3%+8.2%0.345%
1/15/2025 Wealthcare Advisory Partners LLC27,521$3.84M0.1%-1.4%0.018%
1/15/2025 Goldstone Financial Group LLC95,474$13.30M2.1%+4.3%0.063%
1/15/2025 Cvfg LLC1,668$232K0.2%N/A0.001%
1/15/2025 Omega Financial Group LLC23,859$3.33M1.3%-1.8%0.016%
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1/14/2025 Redhawk Wealth Advisors Inc.39,642$5.52M0.7%-1.0%0.026%
1/14/2025 Armstrong Advisory Group Inc.587$82K0.0%N/A0.000%
1/14/2025 Presilium Private Wealth LLC10,200$1.42M0.3%+1.9%0.007%
1/14/2025 Park Avenue Securities LLC16,055$2.24M0.0%+14.0%0.011%
1/14/2025 Sovereign Financial Group Inc.15,301$2.13M0.5%-2.1%0.010%
1/14/2025 KWB Wealth1,952$258K0.0%-4.0%0.001%
1/14/2025 GSG Advisors LLC9,922$1.38M0.4%+7.3%0.007%
1/14/2025 PCA Investment Advisory Services Inc.91,479$12.75M5.9%-5.1%0.060%
1/13/2025 AAFMAA Wealth Management & Trust LLC74,309$10.36M4.5%+1.9%0.049%
1/13/2025 Marcum Wealth LLC1,560$217K0.0%N/A0.001%
1/13/2025 Courier Capital LLC1,448$202K0.0%N/A0.001%
1/13/2025 Claro Advisors LLC2,681$374K0.1%-3.4%0.002%
1/13/2025 Capital Investment Advisors LLC1,585$221K0.0%N/A0.001%
1/10/2025 Graypoint LLC4,230$589K0.0%-68.9%0.003%
1/10/2025 Wealth Enhancement Advisory Services LLC98,951$13.05M0.0%+0.4%0.065%
1/10/2025 ORG Partners LLC4,502$628K0.1%-14.1%0.003%
1/8/2025 Hilltop Wealth Advisors LLC240,338$33.49M16.9%-1.3%0.158%
1/8/2025 Collective Family Office LLC5,004$697K0.2%+3.1%0.003%
1/8/2025 Weaver Consulting Group4,363$608K0.2%+2.7%0.003%
1/6/2025 Insight Wealth Strategies LLC5,727$798K0.1%-6.9%0.004%
1/6/2025 Doliver Advisors LP184,986$25.78M7.2%-14.7%0.122%
1/2/2025 Global Wealth Strategies & Associates320$45K0.0%+113.3%0.000%
12/26/2024JPMorgan Chase & Co.1,339,301$176.67M0.0%+6.1%0.898%
12/13/2024B. Riley Wealth Advisors Inc.1,547$203K0.0%N/A0.001%
12/10/2024DGS Capital Management LLC4,162$549K0.1%-2.3%0.003%
12/3/2024Denver PWM LLC7,370$972K0.4%-7.8%0.005%
11/25/2024Synovus Financial Corp2,050$270K0.0%-6.3%0.001%
11/25/2024Sanctuary Advisors LLC184,976$25.41M0.2%-1.0%0.124%
11/21/2024 Wealthquest Corp6,039$785K0.1%-6.6%0.004%
11/19/2024M&T Bank Corp48,420$6.39M0.0%-6.7%0.032%
11/18/2024TD Private Client Wealth LLC38,892$5.13M0.1%+0.3%0.026%
11/18/2024Sunbelt Securities Inc.7,317$965K0.1%+30.2%0.005%
11/18/2024Coldstream Capital Management Inc.43,219$5.70M0.1%-2.5%0.029%
11/15/2024MidWestOne Financial Group Inc.26,379$3.48M0.5%-16.8%0.018%
11/15/2024M&T Bank Corp48,420$6.39M0.0%-6.7%0.032%
11/15/2024Continuum Advisory LLC1,784$246K0.0%+9.9%0.001%
11/15/2024MML Investors Services LLC245,353$32.36M0.1%+13.6%0.165%
11/15/2024Orion Portfolio Solutions LLC10,711$1.41M0.0%+5.0%0.007%
11/15/2024Jane Street Group LLC2,889$381K0.0%-81.5%0.002%
11/15/2024Kovitz Investment Group Partners LLC2,178$287K0.0%N/A0.001%
11/15/2024Texas Capital Bank Wealth Management Services Inc6,533$862K0.1%-24.4%0.004%
11/15/2024SageView Advisory Group LLC1,991$263K0.0%-8.0%0.001%
11/15/2024IHT Wealth Management LLC71,988$9.49M0.3%+4.9%0.048%
11/15/2024Integrated Wealth Concepts LLC140,856$18.58M0.2%-4.9%0.094%
11/15/2024HighTower Advisors LLC561,926$74.12M0.1%-0.2%0.377%
11/15/2024Benjamin Edwards Inc.599,022$79.02M1.1%+10,090.9%0.402%
11/15/2024Kestra Investment Management LLC840,995$110.94M4.8%+11.1%0.564%
11/14/2024TRUE Private Wealth Advisors3,040$401K0.0%-38.4%0.002%
11/14/2024Flow Traders U.S. LLC24,182$3.19M0.2%+26.1%0.016%
11/14/2024Captrust Financial Advisors90,772$11.97M0.0%-13.7%0.061%
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11/14/2024Rockefeller Capital Management L.P.95,052$12.54M0.0%-5.4%0.064%
11/14/2024Financial Counselors Inc.24,511$3.23M0.0%+4.4%0.016%
11/14/2024Providence Capital Advisors LLC300$40K0.0%-60.9%0.000%
11/14/2024CreativeOne Wealth LLC2,028$268K0.0%N/A0.001%
11/13/2024Townsquare Capital LLC5,575$735K0.0%-6.9%0.004%
11/13/2024FMR LLC733,264$96.73M0.0%-0.4%0.492%
11/13/2024D.A. Davidson & CO.22,175$2.93M0.0%+5.5%0.015%
11/13/2024Bank of Montreal Can62,178$8.15M0.0%-0.3%0.042%
11/13/2024Private Trust Co. NA27,865$3.68M0.4%-1.8%0.019%
11/13/2024Diversified LLC7,375$973K0.1%+10.5%0.005%
(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, 669 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 JPMorgan Chase & Co. ($176.67M).Learn more on IUSG's institutional investors.

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

Of the 581 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 25,900,709 shares in the last 24 months. This purchase volume represents approximately $3.51B in transactions.

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

Of the 366 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 9,497,035 shares in the last 24 months. This volume of shares sold represents approximately $1.32B in transactions.



This page (NASDAQ:IUSG) was last updated on 1/21/2025 by MarketBeat.com Staff
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