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

$112.32
-0.51 (-0.45%)
(As of 04/25/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
379
Total
Institutional Inflows
(last 12 months)
$1.27B
Number of
Institutional Sellers
(last 12 months)
269
Total
Institutional Outflows
(last 12 months)
$683.52M
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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
4/26/2024Tritonpoint Wealth LLC4,477$532K0.1%-22.4%0.003%
4/26/2024Meridian Wealth Management LLC9,544$1.12M0.2%-6.8%0.007%
4/25/2024Allworth Financial LP381,890$44.76M0.3%-2.6%0.262%
4/25/2024Cardinal Strategic Wealth Guidance271,189$31.79M11.9%+6.1%0.186%
4/25/2024One Day In July LLC5,996$703K0.1%+11.8%0.004%
4/25/2024Ulland Investment Advisors LLC6,891$808K0.6%-11.6%0.005%
4/25/2024Capital Investment Advisory Services LLC29,550$3.46M0.4%-17.2%0.020%
4/25/2024Investment Advisory Services Inc. TX ADV34,858$4.09M1.5%+1.5%0.024%
4/24/2024 Private Trust Co. NA27,203$3.19M0.3%-6.8%0.019%
4/24/2024 Win Advisors Inc.136,001$15.94M7.0%N/A0.094%
4/24/2024 Verity & Verity LLC99,066$11.61M2.9%+3,128.0%0.068%
4/24/2024 CENTRAL TRUST Co24,158$2.83M0.1%+0.7%0.017%
4/24/2024 1900 Wealth Management LLC65,683$7.70M0.7%-4.4%0.045%
4/24/2024 Newbridge Financial Services Group Inc.636$75K0.0%+367.6%0.000%
4/24/2024 Premier Path Wealth Partners LLC4,044$474K0.1%-2.2%0.003%
4/24/2024 Boyd Wealth Management LLC1,951$229K0.1%N/A0.001%
4/24/2024 SOL Capital Management CO4,560$534K0.1%+7.2%0.003%
4/24/2024 Simplicity Wealth LLC1,865$219K0.0%N/A0.001%
4/24/2024 NBT Bank N A NY101,424$11.89M0.9%+13.7%0.070%
4/24/2024 Spire Wealth Management152,932$17.93M0.7%-1.5%0.105%
4/24/2024 Essex Financial Services Inc.22,687$2.66M0.2%-1.5%0.016%
4/24/2024 West Branch Capital LLC2,562$300K0.1%-4.3%0.002%
4/23/2024 Godsey & Gibb Inc.309$36K0.0%-53.7%0.000%
4/23/2024 Global Retirement Partners LLC49,565$5.81M0.2%-3.4%0.034%
4/23/2024 Cornell Pochily Investment Advisors Inc.18,819$2.21M0.9%-3.1%0.013%
4/23/2024 Twin Peaks Wealth Advisors LLC7,229$847K0.5%-9.0%0.005%
4/23/2024 TriaGen Wealth Management LLC18,894$2.22M0.9%-2.5%0.013%
4/23/2024 Canvas Wealth Advisors LLC112,263$12.69M4.2%-8.4%0.077%
4/23/2024 Nations Financial Group Inc. IA ADV5,587$655K0.1%-3.8%0.004%
4/23/2024 Fifth Third Bancorp1,752$205K0.0%-32.0%0.001%
4/23/2024 Revisor Wealth Management LLC2,280$252K0.1%N/A0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.622,180$72.93M0.1%+4.1%0.428%
4/23/2024 Sapient Capital LLC4,403$516K0.0%N/A0.003%
4/22/2024 Strategic Financial Concepts LLC2,154$252K0.1%N/A0.001%
4/22/2024 PFG Investments LLC7,700$903K0.1%-10.6%0.005%
4/22/2024 Parsons Capital Management Inc. RI32,188$3.77M0.3%+1.2%0.022%
4/22/2024 Raymond James & Associates630,549$73.91M0.1%-19.1%0.434%
4/22/2024 Strategies Wealth Advisors LLC221,741$25.99M4.0%-5.6%0.153%
4/19/2024 Veracity Capital LLC269,854$31.63M12.3%-0.8%0.186%
4/19/2024 ZRC Wealth Management LLC118,344$13.84M6.9%+9.3%0.081%
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4/19/2024 First Trust Direct Indexing L.P.1,858$218K0.0%N/A0.001%
4/19/2024 Albion Financial Group UT2,123$249K0.0%-6.8%0.001%
4/19/2024 AWM Capital LLC1,803$211K0.0%N/A0.001%
4/19/2024 Monument Capital Management32,414$3.80M1.1%-80.9%0.022%
4/18/2024 SeaCrest Wealth Management LLC3,701$434K0.1%-5.9%0.003%
4/18/2024 Verum Partners LLC1,724$202K0.1%-43.4%0.001%
4/18/2024 InTrack Investment Management Inc2,073$243K0.2%-8.8%0.001%
4/18/2024 Woodmont Investment Counsel LLC746$87K0.0%N/A0.001%
4/18/2024 Spectrum Wealth Advisory Group LLC51,904$6.08M7.0%-0.2%0.036%
4/18/2024 Leonard Rickey Investment Advisors P.L.L.C.5,004$587K0.2%-12.8%0.003%
4/18/2024 Allspring Global Investments Holdings LLC1,431$168K0.0%-94.0%0.001%
4/18/2024 Claro Advisors LLC2,527$296K0.1%+10.4%0.002%
4/17/2024 Trilogy Capital Inc.9,048$1.06M0.1%-2.1%0.006%
4/17/2024 Founders Financial Securities LLC84,207$9.87M1.0%+3.6%0.058%
4/17/2024 Foguth Wealth Management LLC.26,972$3.16M1.7%N/A0.019%
4/17/2024 Symphony Financial Ltd. Co.9,258$1.09M0.3%-79.4%0.006%
4/16/2024 Colorado Capital Management Inc.38,191$4.48M2.6%+2.2%0.026%
4/16/2024 Wealth Enhancement Advisory Services LLC98,475$11.54M0.0%+54.0%0.068%
4/15/2024 Wealthcare Advisory Partners LLC28,452$3.34M0.1%-2.0%0.020%
4/15/2024 DGS Capital Management LLC2,749$322K0.1%+10.3%0.002%
4/15/2024 Revolve Wealth Partners LLC2,985$350K0.1%+17.3%0.002%
4/15/2024 Sunbelt Securities Inc.5,359$628K0.1%+8.4%0.004%
4/15/2024 Ehrlich Financial Group2,472$290K0.2%-68.2%0.002%
4/15/2024 Flagstar Advisors Inc.2,146$252K0.1%N/A0.001%
4/15/2024 Sound Income Strategies LLC984$115K0.0%-8.5%0.001%
4/13/2024 Hoxton Planning & Management LLC4,901$574K0.3%-1.8%0.003%
4/13/2024 Columbus Macro LLC26,260$3.08M1.2%+1.6%0.018%
4/12/2024 Charles Schwab Trust Co269,030$31.53M3.0%-3.8%0.185%
4/12/2024 Ironwood Wealth Management Inc.97,531$11.48M6.0%-0.9%0.067%
4/12/2024 Doliver Advisors LP289,201$33.90M9.5%-14.2%0.199%
4/11/2024 Salem Investment Counselors Inc.981$115K0.0%+177.1%0.001%
4/11/2024 &PARTNERS4,425$519K0.1%N/A0.003%
4/11/2024 GSG Advisors LLC9,231$1.08M0.4%+16.3%0.006%
4/11/2024 Grey Fox Wealth Advisors LLC8,906$1.04M0.4%-2.3%0.006%
4/11/2024 RFG Advisory LLC36,780$4.31M0.1%+19.7%0.025%
4/10/2024 Park Avenue Securities LLC6,053$709K0.0%+94.9%0.004%
4/10/2024 Legacy Financial Group LLC455,135$53.35M10.8%+1,539.2%0.315%
4/10/2024 Bank of New Hampshire2,153$252K0.1%+43.2%0.001%
4/10/2024 TL Private Wealth6,957$813K0.4%-40.7%0.005%
4/10/2024 Signal Advisors Wealth LLC27,283$3.20M0.8%-3.5%0.019%
4/9/2024 Collective Family Office LLC5,400$633K0.2%-33.9%0.004%
4/5/2024 Hilltop Wealth Advisors LLC244,944$28.71M14.7%-0.6%0.172%
4/5/2024 CWM LLC35,915$4.21M0.1%+4.5%0.025%
4/2/2024 ST Germain D J Co. Inc.3,682$432K0.0%-16.1%0.003%
3/22/2024PNC Financial Services Group Inc.851,690$88.66M0.1%-3.4%0.597%
3/8/2024ICA Group Wealth Management LLC19,641$2.05M0.5%+1.9%0.014%
3/6/2024SageView Advisory Group LLC6,274$685K0.0%+44.8%0.004%
3/1/2024Goldman Sachs Group Inc.259,919$27.06M0.0%+128.6%0.182%
2/28/2024EP Wealth Advisors LLC12,210$1.27M0.0%-1.8%0.009%
2/26/2024Integrated Advisors Network LLC40,357$4.20M0.2%-2.5%0.028%
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2/23/2024Cim LLC13,006$1.49M0.3%N/A0.009%
2/23/2024Chicago Partners Investment Group LLC16,590$1.80M0.1%+0.6%0.012%
2/21/2024Garde Capital Inc.24,848$2.59M0.2%+15.9%0.017%
2/20/2024Able Wealth Management LLC36,131$3.76M3.4%N/A0.025%
2/17/2024Madison Wealth Partners Inc340,717$35.47M14.1%+4.1%0.239%
2/16/2024PCA Investment Advisory Services Inc.93,384$9.72M6.4%-5.3%0.065%
2/15/2024Gallagher Fiduciary Advisors LLC74,083$7.71M0.3%-37.5%0.052%
2/14/2024XML Financial LLC7,685$800K0.1%-19.2%0.005%
2/14/2024Westwood Holdings Group Inc.52,878$5.51M0.0%-9.8%0.037%
2/14/2024Watchman Group Inc.30,197$3.14M1.0%+4.2%0.021%
(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, 621 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 ($3.27B), LPL Financial LLC ($1.31B), Graham Capital Wealth Management LLC ($1.21B), Morgan Stanley ($1.06B), Jones Financial Companies Lllp ($747.61M), First Republic Investment Management Inc. ($169.25M), and J.P. Morgan Private Wealth Advisors LLC ($168.55M).Learn more on IUSG's institutional investors.

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

Of the 537 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: Bank of America Corp DE ($4.95M), Ronald Blue Trust Inc. ($1.56M), Morgan Stanley ($1.42M), LPL Financial LLC ($1.12M), Facet Wealth Inc. ($917.15K), Clearbridge Investments LLC ($756.21K), and Wells Fargo & Company MN ($727.56K).

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

Institutional investors have bought a total of 29,433,675 shares in the last 24 months. This purchase volume represents approximately $4.44B in transactions.

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

Of the 364 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: Raymond James & Associates ($691.81K), Madison Asset Management LLC ($629.26K), Clearbridge Investments LLC ($575.16K), Vantage Financial Partners LLC ($490.27K), Legacy Financial Group LLC ($488.09K), Envestnet Asset Management Inc. ($386.86K), and First Republic Investment Management Inc. ($367.25K).

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

Institutional investors have sold a total of 11,010,590 shares in the last 24 months. This volume of shares sold represents approximately $1.67B in transactions.


This page (NASDAQ:IUSG) was last updated on 4/26/2024 by MarketBeat.com Staff

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