Free Trial

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

iShares Core S&P U.S. Growth ETF logo
$165.08 -0.42 (-0.25%)
As of 10/3/2025 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)
515
Total
Institutional Inflows
(last 12 months)
$1.76B
Number of
Institutional Sellers
(last 12 months)
371
Total
Institutional Outflows
(last 12 months)
$1.25B
Get IUSG Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Core S&P U.S. Growth ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
10/2/2025 Helen Stephens Group LLC201,262$33.12M7.4%-1.7%0.130%
10/2/2025 Investors Research Corp8,531$1.40M0.3%+5.7%0.006%
10/2/2025 Global Wealth Strategies & Associates231$38K0.0%+54.0%0.000%
9/26/2025Corient Private Wealth LLC229,570$34.53M0.0%+18.3%0.148%
9/19/2025Watts Gwilliam & Co. LLC3,215$526K0.1%+38.8%0.002%
9/12/2025Valeo Financial Advisors LLC3,686$554K0.0%+2.9%0.002%
9/4/2025Osaic Holdings Inc.443,179$66.70M0.1%-13.0%0.286%
9/3/2025American Trust2,267$341K0.0%N/A0.001%
8/27/2025Cypress Capital Advisors LLC1,333$200K0.1%N/A0.001%
8/27/2025Orion Porfolio Solutions LLC10,022$1.51M0.0%+17.6%0.006%
8/27/2025Seneca Financial Advisors LLC1,348$203K0.1%N/A0.001%
8/26/2025Thrivent Financial for Lutherans28,704$4.32M0.0%+4.5%0.019%
8/19/2025Advisory Services Network LLC12,120$1.89M0.0%+3.8%0.008%
8/19/2025Cim LLC10,396$1.56M0.2%-1.3%0.007%
8/19/2025Anchor Investment Management LLC3,061$460K0.0%-26.0%0.002%
8/18/2025Geneos Wealth Management Inc.5,026$756K0.0%+8.8%0.003%
8/18/2025Westwood Holdings Group Inc.38,421$5.78M0.0%-1.9%0.025%
8/18/2025Hershey Financial Advisers LLC3,731$561K0.5%N/A0.002%
8/18/2025Kestra Investment Management LLC741,665$111.55M3.3%-14.7%0.479%
8/16/2025Headlands Technologies LLC777$117K0.0%N/A0.001%
8/15/2025High Falls Advisors Inc4,744$713K0.2%+6.3%0.003%
8/15/2025First Heartland Consultants Inc.36,887$5.55M0.5%-1.8%0.024%
8/15/2025Corient Private Wealth LLC229,873$34.58M0.0%+18.4%0.149%
8/15/2025Equitable Holdings Inc.251,899$37.89M0.3%+1.8%0.163%
8/15/2025Captrust Financial Advisors80,687$12.14M0.0%-2.6%0.052%
8/15/2025Vident Advisory LLC35,822$5.39M0.1%+5.2%0.023%
8/15/2025Smartleaf Asset Management LLC3,589$537K0.0%-32.6%0.002%
8/15/2025Snowden Capital Advisors LLC5,035$757K0.0%-11.9%0.003%
8/15/2025Orion Porfolio Solutions LLC29,540$4.44M0.0%+246.6%0.019%
8/15/2025MML Investors Services LLC211,254$31.77M0.1%+0.1%0.137%
8/15/2025McIlrath & Eck LLC1,660$250K0.0%-53.7%0.001%
8/15/2025IHT Wealth Management LLC86,636$13.03M0.4%+5.9%0.056%
8/15/2025Great Valley Advisor Group Inc.30,573$4.60M0.1%+16.0%0.020%
8/15/2025Gallagher Fiduciary Advisors LLC140,984$21.20M0.0%+1.3%0.091%
8/15/2025Elevatus Welath Management2,692$405K0.1%+21.5%0.002%
8/15/2025EP Wealth Advisors LLC67,087$10.09M0.1%+328.8%0.043%
8/15/2025Curi Capital LLC57,042$8.58M0.2%+135.4%0.037%
8/15/2025Benjamin Edwards Inc.655,396$98.57M1.3%+4.2%0.424%
8/15/2025Bank of America Corp DE43,464,067$6.54B0.5%+0.8%28.096%
8/15/2025AFT Forsyth & Company Inc.2,492$375K0.2%-11.2%0.002%
8/15/2025Ameriprise Financial Inc.459,398$68.88M0.0%+5.3%0.297%
8/14/2025Jane Street Group LLC49,986$7.52M0.0%N/A0.032%
8/14/2025Raymond James Financial Inc.1,315,986$197.92M0.1%+5.9%0.851%
8/14/2025Betterment LLC5,238$788K0.0%-9.3%0.003%
8/14/2025Quantinno Capital Management LP17,435$2.62M0.0%-3.8%0.011%
8/14/2025Diversify Advisory Services LLC1,457$230K0.0%-29.7%0.001%
8/14/2025Alliancebernstein L.P.237,423$35.71M0.0%+1.3%0.153%
8/14/2025Ieq Capital LLC23,355$3.51M0.0%-19.5%0.015%
8/14/2025Main Street Financial Solutions LLC81,279$12.22M0.9%+16.0%0.053%
8/14/2025Becker Capital Management Inc.11,780$1.77M0.1%-0.8%0.008%
8/14/2025NewEdge Advisors LLC44,097$6.63M0.0%+4.4%0.029%
8/14/2025Qube Research & Technologies Ltd949$143K0.0%-64.9%0.001%
8/14/2025Denver PWM LLC6,934$1.04M0.3%-1.8%0.004%
8/14/2025Cerity Partners LLC7,299$1.10M0.0%-11.8%0.005%
8/13/2025PGIM Custom Harvest LLC3,796$571K0.0%-16.1%0.002%
8/13/2025Victory Financial Group LLC5,240$788K0.1%-8.7%0.003%
8/13/2025StoneX Group Inc.3,836$577K0.0%+27.7%0.002%
8/13/2025Seven Springs Wealth Group LLC40,377$6.07M1.5%+16.1%0.026%
8/13/2025SageView Advisory Group LLC1,472$230K0.0%N/A0.001%
8/13/2025Flow Traders U.S. LLC13,844$2.08M0.1%+400.1%0.009%
8/13/2025Cresset Asset Management LLC61,441$9.24M0.0%+1.8%0.040%
8/13/2025Brown Advisory Inc.2,412$363K0.0%-7.9%0.002%
8/13/2025SCS Capital Management LLC218,023$32.79M0.4%-3.2%0.141%
8/13/2025Marshall Wace LLP13,255$1.99M0.0%N/A0.009%
8/13/2025Baird Financial Group Inc.85,913$12.92M0.0%-16.1%0.056%
8/13/2025First Trust Advisors LP2,235$336K0.0%-8.1%0.001%
8/13/2025Trek Financial LLC12,994$1.95M0.1%+7.1%0.008%
8/13/2025CW Advisors LLC2,767$416K0.0%+29.8%0.002%
8/13/2025Twin Peaks Wealth Advisors LLC3,531$558K0.2%+2.0%0.002%
8/13/2025Beacon Pointe Advisors LLC21,024$3.16M0.0%+8.4%0.014%
8/13/2025M&T Bank Corp32,424$4.88M0.0%+4.3%0.021%
8/13/2025Van Hulzen Asset Management LLC8,428$1.27M0.1%+1.2%0.005%
8/13/2025Everstar Asset Management LLC2,980$448K0.3%N/A0.002%
8/13/2025VestGen Advisors LLC75,475$11.35M0.5%-0.1%0.049%
8/13/2025Lido Advisors LLC38,294$5.76M0.0%-4.8%0.025%
8/13/2025Wealthquest Corp4,913$739K0.1%-8.8%0.003%
8/13/2025Northwestern Mutual Wealth Management Co.497,380$74.81M0.1%+3.4%0.322%
8/13/2025Johnson Financial Group Inc.7,963$1.20M0.1%+13.5%0.005%
8/13/2025Stevens Capital Partners65,200$10.17M3.7%+8.2%0.042%
8/13/2025Elevation Point Wealth Partners LLC229$34K0.0%N/A0.000%
8/13/2025Choreo LLC6,707$1.01M0.0%-3.2%0.004%
8/13/2025Russell Investments Group Ltd.206$31K0.0%-42.0%0.000%
8/12/2025J.W. Cole Advisors Inc.7,778$1.17M0.0%+31.1%0.005%
8/12/2025Richmond Investment Services LLC5,102$767K0.2%N/A0.003%
8/12/2025FourThought Financial Partners LLC3,977$598K0.1%-5.8%0.003%
8/12/2025Financial Advocates Investment Management138,416$20.82M1.7%-10.8%0.089%
8/12/2025Verity & Verity LLC1,356$204K0.0%N/A0.001%
8/12/2025RPG Investment Advisory LLC4,468$672K0.1%-48.0%0.003%
8/12/2025Laurel Wealth Advisors LLC2,407$362K0.0%+14,943.8%0.002%
8/12/2025Steward Partners Investment Advisory LLC9,246$1.39M0.0%-3.2%0.006%
8/12/2025Insigneo Advisory Services LLC2,002$301K0.0%N/A0.001%
8/12/2025CreativeOne Wealth LLC2,627$395K0.0%+7.3%0.002%
8/12/2025Global Retirement Partners LLC37,130$5.58M0.1%N/A0.024%
8/12/2025Waterloo Capital L.P.5,246$789K0.1%-5.9%0.003%
8/12/2025Coldstream Capital Management Inc.38,111$5.73M0.1%-3.1%0.025%
8/12/2025Richard W. Paul & Associates LLC99,410$14.95M5.4%-0.9%0.064%
8/12/2025Franklin Resources Inc.6,417$965K0.0%-2.1%0.004%
8/12/2025Watchman Group Inc.16,609$2.50M0.7%-2.6%0.011%
8/12/2025JPMorgan Chase & Co.1,509,761$227.07M0.0%-0.6%0.976%
8/12/2025Garrett Wealth Advisory Group LLC2,167$326K0.1%-15.4%0.001%
(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 12,725,135 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 9,249,753 shares in the last 24 months. This volume of shares sold represents approximately $1.25B in transactions.



This page (NASDAQ:IUSG) was last updated on 10/5/2025 by MarketBeat.com Staff
From Our Partners