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

iShares Core S&P U.S. Growth ETF logo
$162.44 +0.12 (+0.07%)
As of 09/12/2025 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)
516
Total
Institutional Inflows
(last 12 months)
$1.76B
Number of
Institutional Sellers
(last 12 months)
370
Total
Institutional Outflows
(last 12 months)
$1.26B
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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
9/12/2025 Valeo Financial Advisors LLC3,686$554K0.0%+2.9%0.002%
9/4/2025 Osaic Holdings Inc.443,179$66.70M0.1%-13.0%0.286%
9/3/2025 American Trust2,267$341K0.0%N/A0.001%
8/27/2025 Cypress Capital Advisors LLC1,333$200K0.1%N/A0.001%
8/27/2025 Orion Porfolio Solutions LLC10,022$1.51M0.0%+17.6%0.006%
8/27/2025 Seneca Financial Advisors LLC1,348$203K0.1%N/A0.001%
8/26/2025 Thrivent Financial for Lutherans28,704$4.32M0.0%+4.5%0.019%
8/19/2025 Advisory Services Network LLC12,120$1.89M0.0%+3.8%0.008%
8/19/2025 Cim LLC10,396$1.56M0.2%-1.3%0.007%
8/19/2025 Anchor Investment Management LLC3,061$460K0.0%-26.0%0.002%
8/18/2025 Geneos Wealth Management Inc.5,026$756K0.0%+8.8%0.003%
8/18/2025 Westwood Holdings Group Inc.38,421$5.78M0.0%-1.9%0.025%
8/18/2025 Hershey Financial Advisers LLC3,731$561K0.5%N/A0.002%
8/18/2025 Kestra Investment Management LLC741,665$111.55M3.3%-14.7%0.479%
8/16/2025 Headlands Technologies LLC777$117K0.0%N/A0.001%
8/15/2025 High Falls Advisors Inc4,744$713K0.2%+6.3%0.003%
8/15/2025 First Heartland Consultants Inc.36,887$5.55M0.5%-1.8%0.024%
8/15/2025 Corient Private Wealth LLC229,873$34.58M0.0%+18.4%0.149%
8/15/2025 Equitable Holdings Inc.251,899$37.89M0.3%+1.8%0.163%
8/15/2025 Captrust Financial Advisors80,687$12.14M0.0%-2.6%0.052%
8/15/2025 Vident Advisory LLC35,822$5.39M0.1%+5.2%0.023%
8/15/2025 Smartleaf Asset Management LLC3,589$537K0.0%-32.6%0.002%
8/15/2025 Snowden Capital Advisors LLC5,035$757K0.0%-11.9%0.003%
8/15/2025 Orion Porfolio Solutions LLC29,540$4.44M0.0%+246.6%0.019%
8/15/2025 MML Investors Services LLC211,254$31.77M0.1%+0.1%0.137%
8/15/2025 McIlrath & Eck LLC1,660$250K0.0%-53.7%0.001%
8/15/2025 IHT Wealth Management LLC86,636$13.03M0.4%+5.9%0.056%
8/15/2025 Great Valley Advisor Group Inc.30,573$4.60M0.1%+16.0%0.020%
8/15/2025 Gallagher Fiduciary Advisors LLC140,984$21.20M0.0%+1.3%0.091%
8/15/2025 Elevatus Welath Management2,692$405K0.1%+21.5%0.002%
8/15/2025 EP Wealth Advisors LLC67,087$10.09M0.1%+328.8%0.043%
8/15/2025 Curi Capital LLC57,042$8.58M0.2%+135.4%0.037%
8/15/2025 Benjamin Edwards Inc.655,396$98.57M1.3%+4.2%0.424%
8/15/2025 Bank of America Corp DE43,464,067$6.54B0.5%+0.8%28.096%
8/15/2025 AFT Forsyth & Company Inc.2,492$375K0.2%-11.2%0.002%
8/15/2025 Ameriprise Financial Inc.459,398$68.88M0.0%+5.3%0.297%
8/14/2025 Jane Street Group LLC49,986$7.52M0.0%N/A0.032%
8/14/2025 Raymond James Financial Inc.1,315,986$197.92M0.1%+5.9%0.851%
8/14/2025 Betterment LLC5,238$788K0.0%-9.3%0.003%
8/14/2025 Quantinno Capital Management LP17,435$2.62M0.0%-3.8%0.011%
8/14/2025 Diversify Advisory Services LLC1,457$230K0.0%-29.7%0.001%
8/14/2025 Alliancebernstein L.P.237,423$35.71M0.0%+1.3%0.153%
8/14/2025 Ieq Capital LLC23,355$3.51M0.0%-19.5%0.015%
8/14/2025 Main Street Financial Solutions LLC81,279$12.22M0.9%+16.0%0.053%
8/14/2025 Becker Capital Management Inc.11,780$1.77M0.1%-0.8%0.008%
8/14/2025 NewEdge Advisors LLC44,097$6.63M0.0%+4.4%0.029%
8/14/2025 Qube Research & Technologies Ltd949$143K0.0%-64.9%0.001%
8/14/2025 Denver PWM LLC6,934$1.04M0.3%-1.8%0.004%
8/14/2025 Cerity Partners LLC7,299$1.10M0.0%-11.8%0.005%
8/13/2025 PGIM Custom Harvest LLC3,796$571K0.0%-16.1%0.002%
8/13/2025 Victory Financial Group LLC5,240$788K0.1%-8.7%0.003%
8/13/2025 StoneX Group Inc.3,836$577K0.0%+27.7%0.002%
8/13/2025 Seven Springs Wealth Group LLC40,377$6.07M1.5%+16.1%0.026%
8/13/2025 SageView Advisory Group LLC1,472$230K0.0%N/A0.001%
8/13/2025 Flow Traders U.S. LLC13,844$2.08M0.1%+400.1%0.009%
8/13/2025 Cresset Asset Management LLC61,441$9.24M0.0%+1.8%0.040%
8/13/2025 Brown Advisory Inc.2,412$363K0.0%-7.9%0.002%
8/13/2025 SCS Capital Management LLC218,023$32.79M0.4%-3.2%0.141%
8/13/2025 Marshall Wace LLP13,255$1.99M0.0%N/A0.009%
8/13/2025 Baird Financial Group Inc.85,913$12.92M0.0%-16.1%0.056%
8/13/2025 First Trust Advisors LP2,235$336K0.0%-8.1%0.001%
8/13/2025 Trek Financial LLC12,994$1.95M0.1%+7.1%0.008%
8/13/2025 CW Advisors LLC2,767$416K0.0%+29.8%0.002%
8/13/2025 Twin Peaks Wealth Advisors LLC3,531$558K0.2%+2.0%0.002%
8/13/2025 Beacon Pointe Advisors LLC21,024$3.16M0.0%+8.4%0.014%
8/13/2025 M&T Bank Corp32,424$4.88M0.0%+4.3%0.021%
8/13/2025 Van Hulzen Asset Management LLC8,428$1.27M0.1%+1.2%0.005%
8/13/2025 Everstar Asset Management LLC2,980$448K0.3%N/A0.002%
8/13/2025 VestGen Advisors LLC75,475$11.35M0.5%-0.1%0.049%
8/13/2025 Lido Advisors LLC38,294$5.76M0.0%-4.8%0.025%
8/13/2025 Wealthquest Corp4,913$739K0.1%-8.8%0.003%
8/13/2025 Northwestern Mutual Wealth Management Co.497,380$74.81M0.1%+3.4%0.322%
8/13/2025 Johnson Financial Group Inc.7,963$1.20M0.1%+13.5%0.005%
8/13/2025 Stevens Capital Partners65,200$10.17M3.7%+8.2%0.042%
8/13/2025 Elevation Point Wealth Partners LLC229$34K0.0%N/A0.000%
8/13/2025 Choreo LLC6,707$1.01M0.0%-3.2%0.004%
8/13/2025 Russell Investments Group Ltd.206$31K0.0%-42.0%0.000%
8/12/2025 J.W. Cole Advisors Inc.7,778$1.17M0.0%+31.1%0.005%
8/12/2025 Richmond Investment Services LLC5,102$767K0.2%N/A0.003%
8/12/2025 FourThought Financial Partners LLC3,977$598K0.1%-5.8%0.003%
8/12/2025 Financial Advocates Investment Management138,416$20.82M1.7%-10.8%0.089%
8/12/2025 Verity & Verity LLC1,356$204K0.0%N/A0.001%
8/12/2025 RPG Investment Advisory LLC4,468$672K0.1%-48.0%0.003%
8/12/2025 Laurel Wealth Advisors LLC2,407$362K0.0%+14,943.8%0.002%
8/12/2025 Steward Partners Investment Advisory LLC9,246$1.39M0.0%-3.2%0.006%
8/12/2025 Insigneo Advisory Services LLC2,002$301K0.0%N/A0.001%
8/12/2025 CreativeOne Wealth LLC2,627$395K0.0%+7.3%0.002%
8/12/2025 Global Retirement Partners LLC37,130$5.58M0.1%N/A0.024%
8/12/2025 Waterloo Capital L.P.5,246$789K0.1%-5.9%0.003%
8/12/2025 Coldstream Capital Management Inc.38,111$5.73M0.1%-3.1%0.025%
8/12/2025 Richard W. Paul & Associates LLC99,410$14.95M5.4%-0.9%0.064%
8/12/2025 Franklin Resources Inc.6,417$965K0.0%-2.1%0.004%
8/12/2025 Watchman Group Inc.16,609$2.50M0.7%-2.6%0.011%
8/12/2025 JPMorgan Chase & Co.1,509,761$227.07M0.0%-0.6%0.976%
8/12/2025 Garrett Wealth Advisory Group LLC2,167$326K0.1%-15.4%0.001%
8/12/2025 NorthStar Asset Management LLC NJ 127,084$19.11M5.2%+4.7%0.082%
8/12/2025 Howe & Rusling Inc.319,095$47.99M3.5%+20.6%0.206%
8/12/2025 GDS Wealth Management4,823$725K0.1%+11.1%0.003%
8/11/2025 Alteri Wealth LLC1,523$229K0.1%N/A0.001%
8/11/2025 TD Waterhouse Canada Inc.19,899$2.96M0.0%+21.4%0.013%
(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, 789 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 ($6.54B), LPL Financial LLC ($1.66B), Morgan Stanley ($1.06B), Jones Financial Companies Lllp ($773.81M), Envestnet Asset Management Inc. ($308.32M), Blue Trust Inc. ($297.10M), and Merit Financial Group LLC ($231.55M).Learn more on iShares Core S&P U.S. Growth ETF's institutional investors.

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

Of the 685 institutional investors that purchased iShares Core S&P U.S. Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.60M), Morgan Stanley ($1.42M), Raymond James Financial Inc. ($1.34M), Merit Financial Group LLC ($1.06M), Blue Trust Inc. ($1.00M), Kestra Investment Management LLC ($874.69K), 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 12,693,408 shares in the last 24 months. This purchase volume represents approximately $1.76B in transactions.

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

Of the 370 institutional investors that sold iShares Core S&P U.S. Growth ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($2.22M), Jones Financial Companies Lllp ($1.48M), Independence Financial Advisors LLC ($419.55K), Facet Wealth Inc. ($398.14K), Corient Private Wealth LLC ($383.57K), Bank of New York Mellon Corp ($345.68K), and Ameriprise Financial Inc. ($275.26K).

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

Institutional investors have sold a total of 9,308,360 shares in the last 24 months. This volume of shares sold represents approximately $1.26B in transactions.



This page (NASDAQ:IUSG) was last updated on 9/13/2025 by MarketBeat.com Staff
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