Free Trial

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

iShares Core S&P U.S. Growth ETF logo
$151.24 -0.48 (-0.32%)
As of 07/11/2025 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)
480
Total
Institutional Inflows
(last 12 months)
$1.77B
Number of
Institutional Sellers
(last 12 months)
327
Total
Institutional Outflows
(last 12 months)
$1.07B
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.

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
7/11/2025Colorado Capital Management Inc.23,485$3.53M1.5%-1.6%0.015%
7/11/2025Hilltop Wealth Advisors LLC241,047$36.25M20.4%+5.4%0.155%
7/11/2025Farther Finance Advisors LLC10,888$1.64M0.0%-19.4%0.007%
7/11/2025CX Institutional460,475$69.26M2.4%+13.1%0.296%
7/11/2025Essex Savings Bank1,391$209K0.0%N/A0.001%
7/11/2025Matthew Goff Investment Advisor LLC1,345$202K0.0%N/A0.001%
7/10/2025 Voisard Asset Management Group Inc.180,630$27.17M7.0%+10.5%0.116%
7/10/2025 YHB Investment Advisors Inc.10,323$1.55M0.1%-3.5%0.007%
7/10/2025 Family Legacy Financial Solutions LLC2,525$380K0.3%N/A0.002%
7/10/2025 Wealth Enhancement Advisory Services LLC89,745$13.62M0.0%-2.1%0.058%
7/10/2025 Signal Advisors Wealth LLC1,550$233K0.0%-9.3%0.001%
7/9/2025 Sapient Capital LLC5,525$831K0.0%+22.4%0.004%
7/9/2025 GSG Advisors LLC10,537$1.59M0.5%+0.6%0.007%
7/9/2025 Catalyst Private Wealth LLC8,460$1.27M0.6%+116.4%0.005%
7/9/2025 Veracity Capital LLC246,106$37.01M12.7%+7.2%0.158%
7/9/2025 Bulwark Capital Corp20,156$3.03M2.6%N/A0.013%
7/9/2025 WealthCare Investment Partners LLC2,594$394K0.1%-9.7%0.002%
7/8/2025 Ehrlich Financial Group1,523$229K0.1%N/A0.001%
7/8/2025 Elevation Wealth Partners LLC120,719$18.16M7.2%+1.0%0.077%
7/8/2025 Goldstone Financial Group LLC103,992$15.78M2.1%+1.1%0.067%
7/8/2025 Parallel Advisors LLC8,948$1.35M0.0%-2.5%0.006%
7/7/2025 Investors Research Corp8,070$1.21M0.2%+11.9%0.005%
7/7/2025 St. Clair Advisors LLC7,047$1.06M0.3%+19.0%0.005%
7/7/2025 Roxbury Financial LLC388$58K0.1%-21.1%0.000%
7/7/2025 Peterson Wealth Advisors LLC3,405$512K0.1%-4.9%0.002%
7/3/2025 Garde Capital Inc.33,372$5.02M0.3%+0.5%0.021%
7/3/2025 Collective Family Office LLC4,599$692K0.2%+11.9%0.003%
7/2/2025 Helen Stephens Group LLC204,668$30.78M7.6%+6.3%0.131%
7/2/2025 Doliver Advisors LP140,579$21.14M5.8%-18.4%0.090%
6/17/2025Howe & Rusling Inc.264,663$33.63M2.8%+5.1%0.171%
6/5/2025Cim LLC10,529$1.34M0.2%-3.9%0.007%
5/28/2025Jones Financial Companies Lllp6,092,014$773.81M0.7%-3.2%3.930%
5/27/2025Advisors Capital Management LLC3,258$414K0.0%-9.6%0.002%
5/22/2025BOS Asset Management LLC68,351$8.69M3.0%-0.7%0.044%
5/21/2025Geneos Wealth Management Inc.4,621$587K0.0%+15.8%0.003%
5/20/2025Focus 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%
5/19/2025SCS Capital Management LLC225,166$28.61M0.4%N/A0.145%
5/16/2025McIlrath & Eck LLC3,585$456K0.1%N/A0.002%
This Signal Only Flashes Once Every 4 Years – And It Just Triggered (Ad)

This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in crypto. Now it’s back, and the smart money is already positioning. A free training reveals the step-by-step strategy and altcoin picks designed to help you capitalize on the next wave.

Missed the Last Crypto Boom? Don’t Miss This One - PLUS Claim your $10 in Bitcoin
5/16/2025Goldman Sachs Group Inc.110,110$13.99M0.0%+35.4%0.071%
5/16/2025Kestra Investment Management LLC869,695$110.52M3.5%-0.6%0.559%
5/16/2025Knightsbridge Asset Management LLC20,524$2.61M0.6%-4.4%0.013%
5/16/2025Jones Financial Companies Lllp5,802,293$736.81M0.7%-7.8%3.728%
5/16/2025Coordinated Financial Services Inc. CO8,301$1.06M0.8%N/A0.005%
5/16/2025NewEdge Advisors LLC42,255$5.37M0.0%+2.4%0.027%
5/16/2025Integrated Wealth Concepts LLC101,262$12.87M0.2%-24.4%0.065%
5/16/2025Greenline Partners LLC22,010$2.80M0.4%-20.2%0.014%
5/16/2025Clark Capital Management Group Inc.1,743$222K0.0%N/A0.001%
5/16/2025Curi RMB Capital LLC24,231$3.08M0.1%N/A0.016%
5/16/2025Alliancebernstein L.P.234,376$29.79M0.0%+3.9%0.151%
5/16/2025Ancora Advisors LLC3,955$503K0.0%-11.9%0.003%
5/16/20251 North Wealth Services LLC650$83K0.0%-60.5%0.000%
5/15/2025EP Wealth Advisors LLC15,645$1.99M0.0%+0.6%0.010%
5/15/2025Royal Bank of Canada946,059$120.23M0.0%+8.6%0.608%
5/15/2025Betterment LLC5,773$734K0.0%+4.7%0.004%
5/15/2025Calton & Associates Inc.5,840$742K0.2%N/A0.004%
5/15/2025Baird Financial Group Inc.102,442$13.02M0.0%-37.3%0.066%
5/15/2025Vident Advisory LLC34,060$4.33M0.1%+7.4%0.022%
5/15/2025Oarsman Capital Inc.3,176$404K0.1%+8.8%0.002%
5/14/2025CreativeOne Wealth LLC2,448$311K0.0%-19.5%0.002%
5/14/2025Ieq Capital LLC29,027$3.69M0.0%+44.1%0.019%
5/14/2025Talisman Wealth Advisors LLC8,725$1.11M1.1%+2.6%0.006%
5/14/2025Kayne Anderson Rudnick Investment Management LLC88,983$11.32M0.0%-6.2%0.057%
5/14/2025Comerica Bank69,112$8.78M0.0%+0.9%0.044%
5/14/2025Synovus Financial Corp1,726$219K0.0%-14.2%0.001%
5/14/2025ICONIQ Capital LLC53,853$6.84M0.1%N/A0.035%
5/14/2025Smartleaf Asset Management LLC5,321$676K0.1%-8.6%0.003%
5/14/2025Biondo Investment Advisors LLC6,237$793K0.1%-6.7%0.004%
5/14/2025Northwestern Mutual Wealth Management Co.481,052$61.13M0.0%-7.3%0.309%
5/14/2025Phoenix Wealth Advisors56,438$7.17M3.1%+11.7%0.036%
5/14/2025Sax Wealth Advisors LLC2,688$342K0.0%N/A0.002%
5/14/2025Van Hulzen Asset Management LLC8,330$1.06M0.1%+19.7%0.005%
5/14/2025Strategies Wealth Advisors LLC179,796$22.85M2.8%-3.7%0.116%
5/14/2025Kestra Advisory Services LLC167,054$21.23M0.1%-10.3%0.107%
5/14/2025RPG Investment Advisory LLC8,586$1.09M0.1%+124.5%0.006%
5/14/2025Ameriprise Financial Inc.436,228$55.44M0.0%-38.7%0.280%
5/14/2025CW Advisors LLC2,131$273K0.0%N/A0.001%
5/14/2025PGIM Custom Harvest LLC4,525$575K0.0%-8.2%0.003%
5/14/2025GDS Wealth Management4,342$552K0.0%-17.5%0.003%
5/14/2025Asset Management Group Inc.5,693$723K0.1%-4.4%0.004%
5/14/2025Venture Visionary Partners LLC7,769$987K0.0%-51.4%0.005%
5/14/2025 GSG Advisors LLC10,471$1.32M0.4%+5.5%0.007%
5/14/2025Petix & Botte Co168,436$21.41M5.6%-12.2%0.108%
5/14/2025RWA 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%
5/13/2025TriaGen Wealth Management LLC17,289$2.20M0.8%-5.4%0.011%
5/13/2025Moment Partners LLC8,353$1.06M0.2%-1.1%0.005%
5/13/2025Raymond James Financial Inc.1,242,950$157.95M0.1%-2.2%0.799%
5/13/2025DDFG Inc264,390$33.60M9.3%-1.7%0.170%
Trump Exec Order 14179 is wealth “gift” to good Americans? (Ad)

Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve suffered financial hardship…Our President may have solved everything.

If you missed out on a bitcoin fortune, this could be your second chance. A brief “wealth window” is
5/13/2025Elevatus Welath Management2,216$282K0.2%-8.0%0.001%
5/13/2025Nations Financial Group Inc. IA ADV10,580$1.35M0.1%+5.5%0.007%
5/13/2025Watchman Group Inc.17,044$2.17M0.6%-33.4%0.011%
5/13/2025Horizon Investments LLC95,511$12.14M0.4%+0.2%0.061%
5/13/2025Kovitz Investment Group Partners LLC2,838$361K0.0%+29.5%0.002%
5/13/2025Oak Ridge Investments LLC6,790$863K0.1%+2.0%0.004%
5/13/2025HighTower Advisors LLC554,293$70.44M0.1%-4.5%0.356%
5/12/2025Financial Engines Advisors L.L.C.2,205$280K0.0%+29.4%0.001%
5/12/2025Sandy Spring Bank231,521$29.42M1.2%-0.9%0.149%
5/12/2025Linscomb Wealth Inc.3,526$448K0.0%-17.2%0.002%
(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, 766 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 ($773.81M), Envestnet Asset Management Inc. ($256.40M), Blue Trust Inc. ($239.58M), and JPMorgan Chase & Co. ($193.03M).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 660 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. ($1.27M), 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 13,301,021 shares in the last 24 months. This purchase volume represents approximately $1.77B in transactions.

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

Of the 327 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), Facet Wealth Inc. ($398.14K), Bank of New York Mellon Corp ($386.69K), Corient Private Wealth LLC ($383.57K), Ameriprise Financial Inc. ($275.26K), and Two Sigma Investments LP ($197.80K).

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

Institutional investors have sold a total of 8,149,806 shares in the last 24 months. This volume of shares sold represents approximately $1.07B in transactions.



This page (NASDAQ:IUSG) was last updated on 7/12/2025 by MarketBeat.com Staff
From Our Partners