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ISHARES CORE S&P U.S. GROWTH ETF Institutional Ownership (BMV:IUSG)

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Today's Range N/A
50-Day Range
$60.98
MA: $63.14
$64.59
52-Week Range N/A
VolumeN/A
Average VolumeN/A
Market CapitalizationN/A
P/E RatioN/A
Dividend YieldN/A
BetaN/A

Institutional Ownership

Institutional Ownership Changes (13F Filings) for ISHARES CORE S&P U.S. GROWTH ETF (BMV:IUSG)

 

Institutional Buying and Selling by Quarter

ISHARES CORE S&P U.S. GROWTH ETF (BMV IUSG) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
8/26/2019Atria Investments LLC21,628$1M0.0%N/A0.000%
8/19/2019Colony Group LLC194,088$12.17M0.4%+4,738.9%0.000%
8/17/2019Royal Bank of Canada390,435$24.47M0.0%+5.8%0.000%
8/17/2019UBS Group AG4,632,024$290.34M0.1%-2.8%0.000%
8/17/2019Ladenburg Thalmann Financial Services Inc.71,977$4.51M0.0%+6.6%0.000%
8/16/2019Susquehanna International Group LLP4,524$0.28M0.0%-54.4%0.000%
8/15/2019Mutual Advisors LLC5,535$0.35M0.0%+38.6%0.000%
8/15/2019Cambridge Investment Research Advisors Inc.82,727$5.19M0.0%+2.4%0.000%
8/15/2019MidWestOne Financial Group Inc.5,419$0.34M0.1%N/A0.000%
8/15/2019Integrated Wealth Concepts LLC179,945$11.28M1.5%-0.5%0.000%
8/15/2019Doyle Wealth Management403$25K0.0%N/A0.000%
8/15/2019Financial Partners Group Inc87,235$5.47M2.6%-55.4%0.000%
8/15/2019Parker Investment Management LLC61,506$3.86M1.2%-2.8%0.000%
8/15/2019Wealth & Pension Services Group Inc.55,549$3.48M2.5%+18.8%0.000%
8/15/2019UBS Asset Management Americas Inc.2,495$0.16M0.0%-11.8%0.000%
8/15/2019Coldstream Capital Management Inc.87,132$5.46M0.5%-1.8%0.000%
8/15/2019Jane Street Group LLC36,231$2.27M0.0%-51.2%0.000%
8/14/2019Westwood Holdings Group Inc.243,656$15.27M0.2%-6.4%0.000%
8/14/2019Morgan Stanley2,606,948$163.40M0.0%+6.9%0.000%
8/14/2019Bank of America Corp DE23,268,873$1.46B0.2%+11.9%0.000%
8/14/2019Baker Avenue Asset Management LP10,606$0.66M0.1%-3.0%0.000%
8/14/2019Institutional & Family Asset Management LLC6,399$0.40M0.1%-6.0%0.000%
8/14/2019Gladstone Institutional Advisory LLC30,024$1.88M0.6%+665.7%0.000%
8/14/2019Strategic Point Investment Advisors LLC24,160$1.51M0.6%-6.7%0.000%
8/14/2019Private Advisor Group LLC517,384$32.43M0.6%-38.9%0.000%
8/13/2019ERTS Wealth Advisors LLC174,160$10.92M6.0%+67.9%0.000%
8/13/2019Tower Research Capital LLC TRC22,472$1.41M0.1%+33.5%0.000%
8/13/2019BlackRock Inc.328,087$20.56M0.0%+283.2%0.000%
8/13/2019US Bancorp DE99,481$6.24M0.0%-2.3%0.000%
8/13/2019ETRADE Capital Management LLC1,072,813$67.24M1.8%+32.3%0.000%
8/13/2019HighTower Advisors LLC577,486$36.20M0.2%+0.9%0.000%
8/13/2019United Capital Financial Advisers LLC199,914$12.53M0.1%+55.2%0.000%
8/13/2019MML Investors Services LLC226,517$14.20M0.2%+13.8%0.000%
8/13/2019D.A. Davidson & CO.10,085$0.63M0.0%N/A0.000%
8/13/2019IHT Wealth Management LLC161,896$10.15M1.5%+11.4%0.000%
8/13/2019Natixis Advisors L.P.71,746$4.50M0.0%-30.2%0.000%
8/12/2019Resources Investment Advisors LLC.208,997$13.10M1.0%+85.2%0.000%
8/12/2019Renaissance Technologies LLC9,200$0.58M0.0%N/A0.000%
8/12/2019First Heartland Consultants Inc.20,931$1.31M0.3%+13.7%0.000%
8/12/2019Cetera Advisor Networks LLC86,305$5.41M0.2%+13.8%0.000%
8/12/2019Cetera Advisors LLC25,045$1.57M0.1%+1.4%0.000%
8/12/2019Emerald Investment Partners LLC41,722$2.62M1.5%-0.5%0.000%
8/12/2019First Allied Advisory Services Inc.65,510$4.11M0.1%+11.5%0.000%
8/12/2019M&T Bank Corp5,650$0.36M0.0%N/A0.000%
8/10/2019LPL Financial LLC12,887,198$807.77M1.7%+3.4%0.000%
8/9/2019Golden State Wealth Management LLC62,124$3.89M1.2%+9.4%0.000%
8/9/2019Atria Investments LLC21,628$1M0.0%N/A0.000%
8/9/2019Rockefeller Capital Management L.P.4,041$0.25M0.0%+30.5%0.000%
8/9/2019Meridian Wealth Advisors LLC5,885$0.37M0.3%-4.1%0.000%
8/9/2019Cornerstone Advisory LLC53,156$3.33M0.7%+6.1%0.000%
8/9/2019Financial Advocates Investment Management17,265$1.08M0.1%+14.0%0.000%
8/9/2019Benjamin Edwards Inc.898$56K0.1%N/A0.000%
8/8/2019SRS Capital Advisors Inc.935$59K0.0%N/A0.000%
8/8/2019Albion Financial Group UT31,305$1.96M0.3%-4.4%0.000%
8/7/2019Commerce Bank9,137$0.57M0.0%+3.0%0.000%
8/7/2019Creative Financial Designs Inc. ADV538$34K0.0%N/A0.000%
8/7/2019JPMorgan Chase & Co.35,637$2.23M0.0%+72.3%0.000%
8/6/2019Wells Fargo & Company MN1,519,695$95.25M0.0%+22.2%0.000%
8/6/2019Sequoia Wealth Management LLC10,169$0.65M0.6%-41.6%0.000%
8/6/2019Good Life Advisors LLC45,726$2.87M0.8%+168.2%0.000%
8/6/2019Western Wealth Management LLC47,521$2.98M0.4%+7.6%0.000%
8/6/2019Insight Wealth Strategies LLC25,010$1.57M0.4%+1.7%0.000%
8/6/2019Lincoln National Corp8,712$0.55M0.0%+12.4%0.000%
8/6/2019Enterprise Trust & Investment Co1,500$94K0.1%N/A0.000%
8/6/2019MRA Associates USA LLC1,883$0.12M0.5%N/A0.000%
8/6/2019Beaumont Financial Partners LLC5,424$0.34M0.0%+22.7%0.000%
8/6/2019Pasadena Private Wealth LLC4,838$0.30M0.1%-24.1%0.000%
8/6/2019H D Vest Advisory Services66,740$4.18M0.2%+10.8%0.000%
8/6/2019ACG Wealth5,070$0.32M0.0%N/A0.000%
8/5/2019Homrich & Berg22,070$1.38M0.1%+142.4%0.000%
8/5/2019Weaver Consulting Group4,452$0.28M0.2%-4.2%0.000%
8/5/2019Greenline Partners LLC36,797$2.31M0.7%-3.5%0.000%
8/5/2019GWM Advisors LLC104,376$6.54M0.4%-8.4%0.000%
8/2/2019Omega Financial Group LLC4,233$0.27M0.2%+4.5%0.000%
8/2/2019F3Logic LLC470,025$29.47M5.5%-9.6%0.000%
8/2/2019Jones Financial Companies Lllp6,213,947$389.49M0.9%-4.2%0.000%
8/2/2019Envestnet Asset Management Inc.2,001,728$125.47M0.2%+13.4%0.000%
8/1/2019Cullen Frost Bankers Inc.2,637$0.17M0.0%+17.2%0.000%
8/1/2019FinTrust Capital Advisors LLC21,818$1.37M0.5%-4.5%0.000%
8/1/2019Sigma Planning Corp31,898$2M0.1%-21.2%0.000%
8/1/2019Stephens Inc. AR3,225$0.20M0.0%N/A0.000%
8/1/2019TRUE Private Wealth Advisors193,115$12.10M2.1%+19.5%0.000%
8/1/2019Sandy Spring Bank293,975$18.43M1.5%+18.8%0.000%
8/1/2019Advisory Services Network LLC10,673$0.67M0.0%+10.3%0.000%
7/31/2019CWM LLC18,120$1.14M0.0%-20.3%0.000%
7/31/2019Geneva Partners LLC3,328$0.21M0.2%N/A0.000%
7/31/2019White Lighthouse Investment Management Inc.36,420$2.28M1.0%-8.0%0.000%
7/31/2019Advisor Group Inc.241,865$15.17M0.1%+8.8%0.000%
7/31/2019Genovese Burford & Brothers Wealth & Retirement Plan Management LLC4,133$0.26M0.1%N/A0.000%
7/30/2019Essex Financial Services Inc.4,642$0.29M0.1%N/A0.000%
7/30/2019First National Bank of Hutchinson43,926$2.83M1.7%+88.7%0.000%
7/30/2019Fifth Third Securities Inc.24,231$1.52M0.4%N/A0.000%
7/30/2019Advantage Investment Management LLC2,911$0.18M0.1%-10.4%0.000%
7/29/2019Janney Montgomery Scott LLC19,713$1.24M0.0%+71.9%0.000%
7/29/2019V Wealth Advisors LLC4,472$0.28M0.1%+5.1%0.000%
6/30/2019Mascoma Wealth Management LLC190,483$11.94M7.5%-13.6%0.000%
6/30/2019Clearwater Capital Advisors LLC18,288$1.15M0.2%-7.9%0.000%
6/30/2019Creative Planning10,775$0.68M0.0%+4.8%0.000%
6/30/2019Edge Capital Group LLC77,451$4.86M0.5%-3.1%0.000%
6/30/2019Doliver Advisors LP282,790$17.73M7.0%-3.0%0.000%
(Data available from 1/1/2016 forward)
This page was last updated on 3/31/2020 by MarketBeat.com Staff

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