Free Trial
→ Trump’s national nightmare is here (From Porter & Company) (Ad) Free IUSG Stock Alerts

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

iShares Core S&P U.S. Growth ETF logo
$152.63 -2.95 (-1.90%)
As of 08/1/2025 04:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
487
Total
Institutional Inflows
(last 12 months)
$1.89B
Number of
Institutional Sellers
(last 12 months)
345
Total
Institutional Outflows
(last 12 months)
$1.09B
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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025PCA Investment Advisory Services Inc.92,962$13.98M5.9%-1.7%0.060%
8/1/2025Planning Directions Inc.17,260$2.60M1.5%-5.0%0.011%
8/1/2025Redmond Asset Management LLC1,342$202K0.0%N/A0.001%
8/1/2025GWN Securities Inc.5,035$759K0.1%-7.6%0.003%
8/1/2025Facet Wealth Inc.707,698$110.10M2.5%+5.5%0.457%
8/1/2025Cobblestone Capital Advisors LLC NY1,486$223K0.0%N/A0.001%
8/1/2025Ashton Thomas Private Wealth LLC1,410$212K0.0%N/A0.001%
8/1/2025Envestnet Asset Management Inc.2,049,968$308.32M0.1%+1.6%1.325%
7/31/2025 Cosner Financial Group LLC78,434$11.80M6.6%-2.2%0.051%
7/31/2025 Ingalls & Snyder LLC1,370$206K0.0%N/A0.001%
7/31/2025 Darden Wealth Group Inc11,164$1.68M1.0%-0.9%0.007%
7/31/2025 Brighton Jones LLC13,244$1.99M0.1%+1.8%0.009%
7/31/2025 Waldron Private Wealth LLC181,518$27.30M1.2%N/A0.117%
7/31/2025 Focus Partners Advisor Solutions LLC1,517$228K0.0%N/A0.001%
7/31/2025 Carlton Hofferkamp & Jenks Wealth Management LLC8,584$1.34M0.5%-1.1%0.006%
7/30/2025 Cornerstone Advisory LLC34,612$5.21M0.6%-0.4%0.022%
7/30/2025 Bleakley Financial Group LLC10,412$1.57M0.0%-0.6%0.007%
7/30/2025 White Lighthouse Investment Management Inc.11,843$1.78M0.3%+2.9%0.008%
7/30/2025 Caliber Wealth Management LLC KS21,965$3.30M0.4%-4.8%0.014%
7/30/2025 Rehmann Capital Advisory Group5,842$879K0.1%+9.8%0.004%
7/30/2025 Onyx Bridge Wealth Group LLC1,358$204K0.0%N/A0.001%
7/30/2025 Exencial Wealth Advisors LLC3,818$574K0.0%+36.2%0.002%
7/30/2025 D.A. Davidson & CO.31,911$4.80M0.0%+19.6%0.021%
7/30/2025 Fingerlakes Wealth Management Inc.1,378$207K0.2%N/A0.001%
7/30/2025 Liberty One Investment Management LLC11,924$1.79M0.2%-2.5%0.008%
7/30/2025 Avidian Wealth Enterprises LLC1,442$217K0.0%-20.9%0.001%
7/30/2025 Bogart Wealth LLC278$42K0.0%+56.2%0.000%
7/30/2025 Canvas Wealth Advisors LLC111,591$17.42M3.5%+2.2%0.072%
7/29/2025 Elevation Capital Advisory LLC23,453$3.53M1.4%N/A0.015%
7/29/2025 Madison Wealth Partners Inc408,133$61.38M13.4%+4.6%0.264%
7/29/2025 Forvis Mazars Wealth Advisors LLC2,667$401K0.0%-8.3%0.002%
7/29/2025 Chicago Partners Investment Group LLC8,876$1.37M0.0%-21.9%0.006%
7/29/2025 International Assets Investment Management LLC1,691$254K0.0%-13.2%0.001%
7/29/2025 First National Bank of Hutchinson2,034$306K0.2%-10.7%0.001%
7/29/2025 Chevy Chase Trust Holdings LLC1,858$279K0.0%-34.6%0.001%
7/29/2025 Stratos Wealth Partners LTD.77,006$11.58M0.2%+0.7%0.050%
7/29/2025 Private Trust Co. NA19,218$2.89M0.3%+2.0%0.012%
7/29/2025 Horst & Graben Wealth Management LLC1,579$237K0.0%N/A0.001%
7/28/2025 ForthRight Wealth Management LLC181,076$27.23M8.5%+3.6%0.117%
7/28/2025 Allianz Asset Management GmbH118,980$17.90M0.0%+2,453.2%0.077%
Digital Dollar Alert: Protect Your Wealth Before It’s Too Late (Ad)

134 countries are developing Central Bank Digital Currencies — and the U.S. is quietly testing one. Experts warn a programmable dollar could erase your privacy and control your spending. A free guide reveals how to protect your savings before the system goes live.

Download your FREE Digital Dollar Defense Kit now
7/28/2025 Uptick Partners LLC10,888$1.64M0.5%+12.1%0.007%
7/28/2025 Morris Financial Concepts Inc.9,773$1.47M0.6%+4.2%0.006%
7/28/2025 Mutual Advisors LLC5,397$840K0.0%+14.5%0.003%
7/28/2025 Ritholtz Wealth Management3,244$488K0.0%N/A0.002%
7/28/2025 SFG Wealth Management LLC.2,399$361K0.2%-3.4%0.002%
7/28/2025 Harbour Investments Inc.1,387$209K0.0%-57.4%0.001%
7/28/2025 Mitchell Mcleod Pugh & Williams Inc.7,995$1.20M0.2%-1.3%0.005%
7/28/2025 Courier Capital LLC1,736$261K0.0%+6.1%0.001%
7/28/2025 Wilmington Savings Fund Society FSB3,670$552K0.0%-1.8%0.002%
7/28/2025 RFG Advisory LLC39,655$5.96M0.1%+2.9%0.026%
7/28/2025 Perfromance Wealth Partners LLC1,355$204K0.0%N/A0.001%
7/28/2025 Axxcess Wealth Management LLC11,532$1.73M0.0%+447.3%0.007%
7/28/2025 Cutler Investment Counsel LLC193,251$29.07M3.2%+0.3%0.125%
7/28/2025 Revolve Wealth Partners LLC2,107$317K0.0%-15.5%0.001%
7/25/2025 Atria Wealth Solutions Inc.55,936$8.48M0.2%+11.1%0.036%
7/25/2025 Endowment Wealth Management Inc.41,503$6.24M3.2%+16.4%0.027%
7/25/2025 Sequoia Financial Advisors LLC11,328$1.70M0.0%-27.9%0.007%
7/25/2025 MGO One Seven LLC1,827$275K0.0%N/A0.001%
7/25/2025 Presilium Private Wealth LLC11,543$1.74M0.4%+13.3%0.007%
7/25/2025 Allspring Global Investments Holdings LLC4,428$660K0.0%-83.5%0.003%
7/25/2025 Mitchell Capital Management Co.5,570$855K0.2%-15.5%0.004%
7/25/2025 Libra Wealth LLC4,133$622K0.2%N/A0.003%
7/25/2025 CWM LLC47,510$7.15M0.0%+24.1%0.031%
7/25/2025 Ackerman Capital Advisors LLC15,282$2.30M0.5%-2.7%0.010%
7/25/2025 Vanguard Personalized Indexing Management LLC6,606$994K0.0%-4.9%0.004%
7/25/2025 Oak Ridge Investments LLC4,844$729K0.1%-28.7%0.003%
7/25/2025 Sovereign Financial Group Inc.17,086$2.57M0.5%+11.8%0.011%
7/25/2025 Concurrent Investment Advisors LLC102,024$15.34M0.3%+0.2%0.066%
7/25/2025 Johnson Investment Counsel Inc.2,188$329K0.0%+18.4%0.001%
7/25/2025 Apollon Financial LLC3,610$543K0.1%+40.2%0.002%
7/25/2025 Apollon Wealth Management LLC8,031$1.21M0.0%+183.8%0.005%
7/24/2025 Blue Trust Inc.1,975,369$297.10M3.5%+4.8%1.274%
7/24/2025 Antonelli Financial Advisors LLC1,454$219K0.2%N/A0.001%
7/24/2025 Coordinated Financial Services Inc.8,116$1.22M0.8%N/A0.005%
7/24/2025 Blair William & Co. IL274,436$41.28M0.1%+0.3%0.177%
7/24/2025 US Bancorp DE29,796$4.48M0.0%-8.9%0.019%
7/24/2025 Columbia Advisory Partners LLC14,656$2.20M1.7%N/A0.009%
7/23/2025 Columbus Macro LLC32,945$4.96M0.6%-11.7%0.021%
7/23/2025 InTrack Investment Management Inc1,411$212K0.1%-25.6%0.001%
7/23/2025 Eagle Strategies LLC21,069$3.17M0.5%+7.8%0.014%
7/23/2025 Bar Harbor Wealth Management1,419$213K0.0%N/A0.001%
7/23/2025 Valmark Advisers Inc.204,582$30.77M0.4%+2.7%0.132%
7/23/2025 Armbruster Capital Management Inc.2,928$440K0.1%-6.3%0.002%
7/23/2025 NBT Bank N A NY132,102$19.87M1.4%+0.6%0.085%
7/23/2025 Kingswood Wealth Advisors LLC4,657$700K0.1%-2.1%0.003%
7/23/2025 TriaGen Wealth Management LLC17,208$2.59M0.8%-0.5%0.011%
7/23/2025 Joel Isaacson & Co. LLC2,902$436K0.0%+32.0%0.002%
7/23/2025 Richwood Investment Advisors LLC1,460$220K0.2%N/A0.001%
7/23/2025 SteelPeak Wealth LLC1,578$237K0.0%-15.4%0.001%
7/23/2025 Prime Capital Investment Advisors LLC2,253$339K0.0%-37.6%0.001%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
7/22/2025 AWM Capital LLC1,469$221K0.0%-18.5%0.001%
7/22/2025 Valeo Financial Advisors LLC3,686$554K0.0%+2.9%0.002%
7/22/2025 DAVENPORT & Co LLC3,375$508K0.0%+12.5%0.002%
7/22/2025 Valpey Financial Services LLC22,329$3.36M2.3%N/A0.014%
7/22/2025 Merit Financial Group LLC1,539,575$231.55M2.6%+37.3%0.993%
7/22/2025 Global Strategic Investment Solutions LLC67,711$10.18M1.1%-0.2%0.044%
7/22/2025 Innovative Wealth Building LLC7,757$1.17M1.0%-33.5%0.005%
7/22/2025 Mascoma Wealth Management LLC125,372$18.86M4.4%-16.6%0.081%
7/22/2025 Simplicity Wealth LLC3,260$490K0.0%N/A0.002%
7/22/2025 Wealthcare Advisory Partners LLC27,816$4.18M0.1%-6.0%0.018%
(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, 774 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. ($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 671 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), 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 14,040,792 shares in the last 24 months. This purchase volume represents approximately $1.89B in transactions.

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

Of the 344 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), Corient Private Wealth LLC ($383.57K), Bank of New York Mellon Corp ($345.68K), 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 8,245,927 shares in the last 24 months. This volume of shares sold represents approximately $1.09B in transactions.


Related Companies

This page (NASDAQ:IUSG) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners
Elon’s BIGGEST warning yet?
Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...
Brownstone Research | Sponsored
China just unlocked Nvidia’s AI chips—what that means for you
Tired of Missing Big AI Moves Like Nvidia? You’re not the problem—your trading system is. Tim’s XGPT system...
Timothy Sykes | Sponsored
This Social Security Shift Could Boost Benefits by 400%
If you currently collect Social Security—or plan to in the future—this may be one of the most important update...
InvestorPlace | Sponsored
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored
A new rule goes live in July — and the banks are quietly crushing it
A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Stre...
American Alternative | Sponsored
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored
Jeff Bezos Launches "ChatGPT Killer"?
Amazon just launched Nova—its secretive new AI system designed to rival ChatGPT. Bezos says he now spends 95% ...
Stansberry Research | Sponsored
Alien rocks potentially worth trillions…
It might look like just a weird rock—but it’s tied to a discovery 60 Minutes says could be worth up to $16 tri...
Porter & Company | Sponsored