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

iShares Core S&P U.S. Growth ETF logo
$141.26 -0.51 (-0.36%)
As of 09:47 AM Eastern

Institutional Ownership Changes (13F Filings) for iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

Number of
Institutional Buyers
(last 12 months)
485
Total
Institutional Inflows
(last 12 months)
$1.80B
Number of
Institutional Sellers
(last 12 months)
326
Total
Institutional Outflows
(last 12 months)
$1.05B
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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
5/20/2025 Focus Partners Wealth179,108$22.76M0.1%-8.0%0.115%
5/20/2025Flaharty Asset Management LLC371$47K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.2,224$283K0.0%N/A0.001%
5/19/2025 SCS Capital Management LLC225,166$28.61M0.4%N/A0.145%
5/16/2025 McIlrath & Eck LLC3,585$456K0.1%N/A0.002%
5/16/2025 Goldman Sachs Group Inc.110,110$13.99M0.0%+35.4%0.071%
5/16/2025 Kestra Investment Management LLC869,695$110.52M3.5%-0.6%0.559%
5/16/2025 Knightsbridge Asset Management LLC20,524$2.61M0.6%-4.4%0.013%
5/16/2025 Jones Financial Companies Lllp5,802,293$736.81M0.7%-7.8%3.728%
5/16/2025 Coordinated Financial Services Inc. CO8,301$1.06M0.8%N/A0.005%
5/16/2025 NewEdge Advisors LLC42,255$5.37M0.0%+2.4%0.027%
5/16/2025 Integrated Wealth Concepts LLC101,262$12.87M0.2%-24.4%0.065%
5/16/2025 Greenline Partners LLC22,010$2.80M0.4%-20.2%0.014%
5/16/2025 Clark Capital Management Group Inc.1,743$222K0.0%N/A0.001%
5/16/2025 Curi RMB Capital LLC24,231$3.08M0.1%N/A0.016%
5/16/2025 Alliancebernstein L.P.234,376$29.79M0.0%+3.9%0.151%
5/16/2025 Ancora Advisors LLC3,955$503K0.0%-11.9%0.003%
5/16/2025 1 North Wealth Services LLC650$83K0.0%-60.5%0.000%
5/15/2025 EP Wealth Advisors LLC15,645$1.99M0.0%+0.6%0.010%
5/15/2025 Royal Bank of Canada946,059$120.23M0.0%+8.6%0.608%
5/15/2025 Betterment LLC5,773$734K0.0%+4.7%0.004%
5/15/2025 Calton & Associates Inc.5,840$742K0.2%N/A0.004%
5/15/2025 Baird Financial Group Inc.102,442$13.02M0.0%-37.3%0.066%
5/15/2025 Vident Advisory LLC34,060$4.33M0.1%+7.4%0.022%
5/15/2025 Oarsman Capital Inc.3,176$404K0.1%+8.8%0.002%
5/14/2025 CreativeOne Wealth LLC2,448$311K0.0%-19.5%0.002%
5/14/2025 Ieq Capital LLC29,027$3.69M0.0%+44.1%0.019%
5/14/2025 Talisman Wealth Advisors LLC8,725$1.11M1.1%+2.6%0.006%
5/14/2025 Kayne Anderson Rudnick Investment Management LLC88,983$11.32M0.0%-6.2%0.057%
5/14/2025 Comerica Bank69,112$8.78M0.0%+0.9%0.044%
5/14/2025 Synovus Financial Corp1,726$219K0.0%-14.2%0.001%
5/14/2025 ICONIQ Capital LLC53,853$6.84M0.1%N/A0.035%
5/14/2025 Smartleaf Asset Management LLC5,321$676K0.1%-8.6%0.003%
5/14/2025 Biondo Investment Advisors LLC6,237$793K0.1%-6.7%0.004%
5/14/2025 Northwestern Mutual Wealth Management Co.481,052$61.13M0.0%-7.3%0.309%
5/14/2025 Phoenix Wealth Advisors56,438$7.17M3.1%+11.7%0.036%
5/14/2025 Sax Wealth Advisors LLC2,688$342K0.0%N/A0.002%
5/14/2025 Van Hulzen Asset Management LLC8,330$1.06M0.1%+19.7%0.005%
5/14/2025 Strategies Wealth Advisors LLC179,796$22.85M2.8%-3.7%0.116%
5/14/2025 Kestra Advisory Services LLC167,054$21.23M0.1%-10.3%0.107%
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5/14/2025 RPG Investment Advisory LLC8,586$1.09M0.1%+124.5%0.006%
5/14/2025 Ameriprise Financial Inc.436,228$55.44M0.0%-38.7%0.280%
5/14/2025 CW Advisors LLC2,131$273K0.0%N/A0.001%
5/14/2025 PGIM Custom Harvest LLC4,525$575K0.0%-8.2%0.003%
5/14/2025 GDS Wealth Management4,342$552K0.0%-17.5%0.003%
5/14/2025 Asset Management Group Inc.5,693$723K0.1%-4.4%0.004%
5/14/2025 Venture Visionary Partners LLC7,769$987K0.0%-51.4%0.005%
5/14/2025 GSG Advisors LLC10,471$1.32M0.4%+5.5%0.007%
5/14/2025 Petix & Botte Co168,436$21.41M5.6%-12.2%0.108%
5/14/2025 RWA Wealth Partners LLC117,305$14.91M0.2%-4.5%0.075%
5/14/2025 Voisard Asset Management Group Inc.163,518$20.78M6.1%+33.9%0.105%
5/13/2025 TriaGen Wealth Management LLC17,289$2.20M0.8%-5.4%0.011%
5/13/2025 Moment Partners LLC8,353$1.06M0.2%-1.1%0.005%
5/13/2025 Raymond James Financial Inc.1,242,950$157.95M0.1%-2.2%0.799%
5/13/2025 DDFG Inc264,390$33.60M9.3%-1.7%0.170%
5/13/2025 Elevatus Welath Management2,216$282K0.2%-8.0%0.001%
5/13/2025 Nations Financial Group Inc. IA ADV10,580$1.35M0.1%+5.5%0.007%
5/13/2025 Watchman Group Inc.17,044$2.17M0.6%-33.4%0.011%
5/13/2025 Horizon Investments LLC95,511$12.14M0.4%+0.2%0.061%
5/13/2025 Kovitz Investment Group Partners LLC2,838$361K0.0%+29.5%0.002%
5/13/2025 Oak Ridge Investments LLC6,790$863K0.1%+2.0%0.004%
5/13/2025 HighTower Advisors LLC554,293$70.44M0.1%-4.5%0.356%
5/12/2025 Financial Engines Advisors L.L.C.2,205$280K0.0%+29.4%0.001%
5/12/2025 Sandy Spring Bank231,521$29.42M1.2%-0.9%0.149%
5/12/2025 Linscomb Wealth Inc.3,526$448K0.0%-17.2%0.002%
5/12/2025 White Lighthouse Investment Management Inc.11,509$1.46M0.3%-2.0%0.007%
5/12/2025 Benjamin Edwards Inc.628,826$79.91M1.1%+1.3%0.404%
5/12/2025 JPMorgan Chase & Co.1,518,967$193.03M0.0%+5.9%0.976%
5/12/2025 Townsquare Capital LLC6,309$802K0.0%+1.7%0.004%
5/12/2025 Zions Bancorporation National Association UT7,806$992K0.1%N/A0.005%
5/12/2025 National Bank of Canada FI450$57K0.0%+50.0%0.000%
5/12/2025 Beam Wealth Advisors Inc.26,799$3.41M1.1%-0.3%0.017%
5/12/2025 AlphaCore Capital LLC1,681$214K0.0%N/A0.001%
5/9/2025 Chicago Partners Investment Group LLC11,364$1.50M0.0%-28.0%0.007%
5/9/2025 Charles Schwab Investment Management Inc.60,723$7.72M0.0%-7.5%0.039%
5/9/2025 Citizens Financial Group Inc. RI611,919$77.76M1.5%-8.2%0.393%
5/9/2025 WealthShield Partners LLC29,332$3.73M0.5%+29.7%0.019%
5/9/2025 Exencial Wealth Advisors LLC2,803$356K0.0%-16.8%0.002%
5/9/2025 Endowment Wealth Management Inc.35,660$4.53M2.9%+15.2%0.023%
5/9/2025 Westwood Holdings Group Inc.39,177$4.98M0.0%-9.0%0.025%
5/9/2025 Wealthspire Advisors LLC6,639$844K0.0%+19.9%0.004%
5/9/2025 Topel & Distasi Wealth Management LLC18,140$2.31M1.1%N/A0.012%
5/9/2025 Atria Wealth Solutions Inc.50,360$6.40M0.1%+9.3%0.032%
5/9/2025 Empower Advisory Group LLC4,505$572K0.0%+3.2%0.003%
5/9/2025 Thoroughbred Financial Services LLC70,060$8.90M0.6%-0.7%0.045%
5/9/2025 Commonwealth Equity Services LLC1,418,831$180.31M0.3%+4.5%0.912%
5/9/2025 Blair William & Co. IL273,700$34.78M0.1%-13.2%0.176%
5/9/2025 PNC Financial Services Group Inc.786,284$99.92M0.1%+1.6%0.505%
5/8/2025 IFG Advisory LLC55,289$7.03M0.4%-2.2%0.036%
5/8/2025 Windward Private Wealth Management Inc.31,352$3.98M1.6%-0.6%0.020%
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5/8/2025 TIAA Trust National Association29,318$3.73M0.0%+0.8%0.019%
5/8/2025 Commerce Bank9,774$1.24M0.0%+1.4%0.006%
5/8/2025 MONECO Advisors LLC7,587$964K0.1%-15.7%0.005%
5/8/2025 US Bancorp DE32,696$4.16M0.0%-7.2%0.021%
5/8/2025 Wealthquest Corp5,388$685K0.0%-10.8%0.003%
5/8/2025 HHM Wealth Advisors LLC731$93K0.0%+371.6%0.000%
5/8/2025 Hoxton Planning & Management LLC5,149$654K0.2%N/A0.003%
5/8/2025 Valley Forge Investment Consultants Inc. ADV9,861$1.25M0.4%-3.7%0.006%
5/8/2025 NorthRock Partners LLC551$70K0.0%+107.1%0.000%
5/8/2025 Modera Wealth Management LLC235,919$29.98M0.4%+3.7%0.152%
(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, 763 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 ($5.50B), LPL Financial LLC ($1.66B), Morgan Stanley ($1.06B), Jones Financial Companies Lllp ($736.81M), Envestnet Asset Management Inc. ($256.40M), Blue Trust Inc. ($239.58M), and JPMorgan Chase & Co. ($193.03M).Learn more on IUSG's institutional investors.

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

Of the 657 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: LPL Financial LLC ($1.60M), Morgan Stanley ($1.42M), Raymond James Financial Inc. ($1.27M), Blue Trust Inc. ($913.42K), Kestra Investment Management LLC ($874.69K), Citizens Financial Group Inc. RI ($675.97K), and Merit Financial Group LLC ($641.68K).

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

Institutional investors have bought a total of 22,781,915 shares in the last 24 months. This purchase volume represents approximately $2.74B in transactions.

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

Of the 419 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: LPL Financial LLC ($2.26M), Jones Financial Companies Lllp ($1.36M), Legacy Financial Group LLC ($489.51K), Facet Wealth Inc. ($398.14K), Bank of New York Mellon Corp ($386.69K), Corient Private Wealth LLC ($383.57K), and Clearbridge Investments LLC ($327.63K).

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

Institutional investors have sold a total of 11,932,126 shares in the last 24 months. This volume of shares sold represents approximately $1.46B in transactions.



This page (NASDAQ:IUSG) was last updated on 5/21/2025 by MarketBeat.com Staff
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