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

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50-Day Range

$60.98

MA: $63.14▼

$64.59

52-Week Range N/A

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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 Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/26/2019	Atria Investments LLC	21,628	$1M	0.0%	N/A	0.000%
8/19/2019	Colony Group LLC	194,088	$12.17M	0.4%	+4,738.9%	0.000%
8/17/2019	Royal Bank of Canada	390,435	$24.47M	0.0%	+5.8%	0.000%
8/17/2019	UBS Group AG	4,632,024	$290.34M	0.1%	-2.8%	0.000%
8/17/2019	Ladenburg Thalmann Financial Services Inc.	71,977	$4.51M	0.0%	+6.6%	0.000%
8/16/2019	Susquehanna International Group LLP	4,524	$0.28M	0.0%	-54.4%	0.000%
8/15/2019	Mutual Advisors LLC	5,535	$0.35M	0.0%	+38.6%	0.000%
8/15/2019	Cambridge Investment Research Advisors Inc.	82,727	$5.19M	0.0%	+2.4%	0.000%
8/15/2019	MidWestOne Financial Group Inc.	5,419	$0.34M	0.1%	N/A	0.000%
8/15/2019	Integrated Wealth Concepts LLC	179,945	$11.28M	1.5%	-0.5%	0.000%
8/15/2019	Doyle Wealth Management	403	$25K	0.0%	N/A	0.000%
8/15/2019	Financial Partners Group Inc	87,235	$5.47M	2.6%	-55.4%	0.000%
8/15/2019	Parker Investment Management LLC	61,506	$3.86M	1.2%	-2.8%	0.000%
8/15/2019	Wealth & Pension Services Group Inc.	55,549	$3.48M	2.5%	+18.8%	0.000%
8/15/2019	UBS Asset Management Americas Inc.	2,495	$0.16M	0.0%	-11.8%	0.000%
8/15/2019	Coldstream Capital Management Inc.	87,132	$5.46M	0.5%	-1.8%	0.000%
8/15/2019	Jane Street Group LLC	36,231	$2.27M	0.0%	-51.2%	0.000%
8/14/2019	Westwood Holdings Group Inc.	243,656	$15.27M	0.2%	-6.4%	0.000%
8/14/2019	Morgan Stanley	2,606,948	$163.40M	0.0%	+6.9%	0.000%
8/14/2019	Bank of America Corp DE	23,268,873	$1.46B	0.2%	+11.9%	0.000%
8/14/2019	Baker Avenue Asset Management LP	10,606	$0.66M	0.1%	-3.0%	0.000%
8/14/2019	Institutional & Family Asset Management LLC	6,399	$0.40M	0.1%	-6.0%	0.000%
8/14/2019	Gladstone Institutional Advisory LLC	30,024	$1.88M	0.6%	+665.7%	0.000%
8/14/2019	Strategic Point Investment Advisors LLC	24,160	$1.51M	0.6%	-6.7%	0.000%
8/14/2019	Private Advisor Group LLC	517,384	$32.43M	0.6%	-38.9%	0.000%
8/13/2019	ERTS Wealth Advisors LLC	174,160	$10.92M	6.0%	+67.9%	0.000%
8/13/2019	Tower Research Capital LLC TRC	22,472	$1.41M	0.1%	+33.5%	0.000%
8/13/2019	BlackRock Inc.	328,087	$20.56M	0.0%	+283.2%	0.000%
8/13/2019	US Bancorp DE	99,481	$6.24M	0.0%	-2.3%	0.000%
8/13/2019	ETRADE Capital Management LLC	1,072,813	$67.24M	1.8%	+32.3%	0.000%
8/13/2019	HighTower Advisors LLC	577,486	$36.20M	0.2%	+0.9%	0.000%
8/13/2019	United Capital Financial Advisers LLC	199,914	$12.53M	0.1%	+55.2%	0.000%
8/13/2019	MML Investors Services LLC	226,517	$14.20M	0.2%	+13.8%	0.000%
8/13/2019	D.A. Davidson & CO.	10,085	$0.63M	0.0%	N/A	0.000%
8/13/2019	IHT Wealth Management LLC	161,896	$10.15M	1.5%	+11.4%	0.000%
8/13/2019	Natixis Advisors L.P.	71,746	$4.50M	0.0%	-30.2%	0.000%
8/12/2019	Resources Investment Advisors LLC.	208,997	$13.10M	1.0%	+85.2%	0.000%
8/12/2019	Renaissance Technologies LLC	9,200	$0.58M	0.0%	N/A	0.000%
8/12/2019	First Heartland Consultants Inc.	20,931	$1.31M	0.3%	+13.7%	0.000%
8/12/2019	Cetera Advisor Networks LLC	86,305	$5.41M	0.2%	+13.8%	0.000%
8/12/2019	Cetera Advisors LLC	25,045	$1.57M	0.1%	+1.4%	0.000%
8/12/2019	Emerald Investment Partners LLC	41,722	$2.62M	1.5%	-0.5%	0.000%
8/12/2019	First Allied Advisory Services Inc.	65,510	$4.11M	0.1%	+11.5%	0.000%
8/12/2019	M&T Bank Corp	5,650	$0.36M	0.0%	N/A	0.000%
8/10/2019	LPL Financial LLC	12,887,198	$807.77M	1.7%	+3.4%	0.000%
8/9/2019	Golden State Wealth Management LLC	62,124	$3.89M	1.2%	+9.4%	0.000%
8/9/2019	Atria Investments LLC	21,628	$1M	0.0%	N/A	0.000%
8/9/2019	Rockefeller Capital Management L.P.	4,041	$0.25M	0.0%	+30.5%	0.000%
8/9/2019	Meridian Wealth Advisors LLC	5,885	$0.37M	0.3%	-4.1%	0.000%
8/9/2019	Cornerstone Advisory LLC	53,156	$3.33M	0.7%	+6.1%	0.000%
8/9/2019	Financial Advocates Investment Management	17,265	$1.08M	0.1%	+14.0%	0.000%
8/9/2019	Benjamin Edwards Inc.	898	$56K	0.1%	N/A	0.000%
8/8/2019	SRS Capital Advisors Inc.	935	$59K	0.0%	N/A	0.000%
8/8/2019	Albion Financial Group UT	31,305	$1.96M	0.3%	-4.4%	0.000%
8/7/2019	Commerce Bank	9,137	$0.57M	0.0%	+3.0%	0.000%
8/7/2019	Creative Financial Designs Inc. ADV	538	$34K	0.0%	N/A	0.000%
8/7/2019	JPMorgan Chase & Co.	35,637	$2.23M	0.0%	+72.3%	0.000%
8/6/2019	Wells Fargo & Company MN	1,519,695	$95.25M	0.0%	+22.2%	0.000%
8/6/2019	Sequoia Wealth Management LLC	10,169	$0.65M	0.6%	-41.6%	0.000%
8/6/2019	Good Life Advisors LLC	45,726	$2.87M	0.8%	+168.2%	0.000%
8/6/2019	Western Wealth Management LLC	47,521	$2.98M	0.4%	+7.6%	0.000%
8/6/2019	Insight Wealth Strategies LLC	25,010	$1.57M	0.4%	+1.7%	0.000%
8/6/2019	Lincoln National Corp	8,712	$0.55M	0.0%	+12.4%	0.000%
8/6/2019	Enterprise Trust & Investment Co	1,500	$94K	0.1%	N/A	0.000%
8/6/2019	MRA Associates USA LLC	1,883	$0.12M	0.5%	N/A	0.000%
8/6/2019	Beaumont Financial Partners LLC	5,424	$0.34M	0.0%	+22.7%	0.000%
8/6/2019	Pasadena Private Wealth LLC	4,838	$0.30M	0.1%	-24.1%	0.000%
8/6/2019	H D Vest Advisory Services	66,740	$4.18M	0.2%	+10.8%	0.000%
8/6/2019	ACG Wealth	5,070	$0.32M	0.0%	N/A	0.000%
8/5/2019	Homrich & Berg	22,070	$1.38M	0.1%	+142.4%	0.000%
8/5/2019	Weaver Consulting Group	4,452	$0.28M	0.2%	-4.2%	0.000%
8/5/2019	Greenline Partners LLC	36,797	$2.31M	0.7%	-3.5%	0.000%
8/5/2019	GWM Advisors LLC	104,376	$6.54M	0.4%	-8.4%	0.000%
8/2/2019	Omega Financial Group LLC	4,233	$0.27M	0.2%	+4.5%	0.000%
8/2/2019	F3Logic LLC	470,025	$29.47M	5.5%	-9.6%	0.000%
8/2/2019	Jones Financial Companies Lllp	6,213,947	$389.49M	0.9%	-4.2%	0.000%
8/2/2019	Envestnet Asset Management Inc.	2,001,728	$125.47M	0.2%	+13.4%	0.000%
8/1/2019	Cullen Frost Bankers Inc.	2,637	$0.17M	0.0%	+17.2%	0.000%
8/1/2019	FinTrust Capital Advisors LLC	21,818	$1.37M	0.5%	-4.5%	0.000%
8/1/2019	Sigma Planning Corp	31,898	$2M	0.1%	-21.2%	0.000%
8/1/2019	Stephens Inc. AR	3,225	$0.20M	0.0%	N/A	0.000%
8/1/2019	TRUE Private Wealth Advisors	193,115	$12.10M	2.1%	+19.5%	0.000%
8/1/2019	Sandy Spring Bank	293,975	$18.43M	1.5%	+18.8%	0.000%
8/1/2019	Advisory Services Network LLC	10,673	$0.67M	0.0%	+10.3%	0.000%
7/31/2019	CWM LLC	18,120	$1.14M	0.0%	-20.3%	0.000%
7/31/2019	Geneva Partners LLC	3,328	$0.21M	0.2%	N/A	0.000%
7/31/2019	White Lighthouse Investment Management Inc.	36,420	$2.28M	1.0%	-8.0%	0.000%
7/31/2019	Advisor Group Inc.	241,865	$15.17M	0.1%	+8.8%	0.000%
7/31/2019	Genovese Burford & Brothers Wealth & Retirement Plan Management LLC	4,133	$0.26M	0.1%	N/A	0.000%
7/30/2019	Essex Financial Services Inc.	4,642	$0.29M	0.1%	N/A	0.000%
7/30/2019	First National Bank of Hutchinson	43,926	$2.83M	1.7%	+88.7%	0.000%
7/30/2019	Fifth Third Securities Inc.	24,231	$1.52M	0.4%	N/A	0.000%
7/30/2019	Advantage Investment Management LLC	2,911	$0.18M	0.1%	-10.4%	0.000%
7/29/2019	Janney Montgomery Scott LLC	19,713	$1.24M	0.0%	+71.9%	0.000%
7/29/2019	V Wealth Advisors LLC	4,472	$0.28M	0.1%	+5.1%	0.000%
6/30/2019	Mascoma Wealth Management LLC	190,483	$11.94M	7.5%	-13.6%	0.000%
6/30/2019	Clearwater Capital Advisors LLC	18,288	$1.15M	0.2%	-7.9%	0.000%
6/30/2019	Creative Planning	10,775	$0.68M	0.0%	+4.8%	0.000%
6/30/2019	Edge Capital Group LLC	77,451	$4.86M	0.5%	-3.1%	0.000%
6/30/2019	Doliver Advisors LP	282,790	$17.73M	7.0%	-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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ISHARES CORE S&P U.S. GROWTH ETF Institutional Ownership (BMV:IUSG)

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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

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