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

iShares Core S&P U.S. Growth ETF logo
$187.18 -2.46 (-1.30%)
As of 11:15 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)

Number of
Institutional Buyers
(last 12 months)
535
Total
Institutional Inflows
(last 12 months)
$2.36B
Number of
Institutional Sellers
(last 12 months)
391
Total
Institutional Outflows
(last 12 months)
$1.25B
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IUSG Institutional Buying and Selling by Quarter

iShares Core S&P U.S. Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2026Van Diest Capital LLC14,961$2.32M1.8%+323.0%0.009%
5/15/2026Matrix Private Capital Group LLC406$63K0.0%N/A0.000%
5/15/2026Waverly Advisors LLC8,177$1.27M0.0%-8.5%0.005%
5/15/2026Wealth Alliance LLC2,322$360K0.0%+4.3%0.001%
5/14/2026GC Wealth Management RIA LLC12,038$1.87M0.1%+738.3%0.007%
5/14/2026Modern Wealth Management LLC1,981$311K0.0%N/A0.001%
5/14/2026Liberty One Investment Management LLC10,813$1.68M0.2%+1,389.4%0.006%
5/14/2026 Lido Advisors LLC34,511$5.35M0.0%-4.1%0.020%
5/13/2026 Cetera Investment Advisers638,079$98.97M0.1%+3.7%0.377%
5/13/2026 GSG Advisors LLC10,372$1.61M0.4%-0.6%0.006%
5/13/2026 NewEdge Wealth LLC13,507$2.10M0.0%-11.2%0.008%
5/13/2026 First Trust Advisors LP2,372$368K0.0%+5.8%0.001%
5/8/2026 PNC Financial Services Group Inc.1,114,250$172.83M0.1%+10.8%0.658%
5/8/2026 One Charles Private Wealth Services LLC4,501$698K0.2%-22.3%0.003%
5/8/2026 Madison Asset Management LLC121,279$18.81M0.2%+3,987.6%0.072%
5/8/2026 Summit Global Investments2,135$331K0.0%+5.9%0.001%
5/8/2026 Cassaday & Co Wealth Management LLC1,029$160K0.0%N/A0.001%
5/8/2026 Cutler Investment Counsel LLC188,165$29.19M3.0%-2.3%0.111%
5/7/2026 Meeder Advisory Services Inc.1,864$289K0.0%-11.0%0.001%
5/7/2026 Parallel Advisors LLC9,087$1.41M0.0%+0.7%0.005%
5/7/2026 Greenwood Gearhart LLC2,431$377K0.0%-17.1%0.001%
5/7/2026 Windward Private Wealth Management Inc.30,592$4.75M1.6%+2.6%0.018%
5/7/2026 Crescent Grove Advisors LLC2,113$328K0.0%-13.5%0.001%
5/6/2026 Bartlett & CO. Wealth Management LLC985$153K0.0%+205.9%0.001%
5/6/2026 Modera Wealth Management LLC352,325$54.65M0.7%+1.5%0.208%
5/6/2026 Assetmark Inc.1,412$219K0.0%-55.5%0.001%
5/6/2026 Allspring Global Investments Holdings LLC95,293$14.98M0.0%+398.7%0.056%
5/6/2026 One Day In July LLC7,477$1.16M0.1%+1.9%0.004%
5/6/2026 Independent Financial Group LLC23,358$3.62M0.1%N/A0.014%
5/6/2026 Prosperity Consulting Group LLC6,897$1.07M0.0%-14.9%0.004%
5/5/2026 D.A. Davidson & CO.33,861$5.25M0.0%+0.2%0.020%
5/5/2026 RFG Bristol Wealth Advisors LLC12,544$1.95M0.5%-49.9%0.007%
5/5/2026 Navigation Group LLC12,619$1.96M0.5%N/A0.007%
5/5/2026 Bank of New York Mellon Corp137,070$21.26M0.0%-15.5%0.081%
5/5/2026 Geneos Wealth Management Inc.5,911$917K0.0%+4.6%0.003%
5/5/2026 SouthState Bank Corp4,892$759K0.0%-21.8%0.003%
5/5/2026 Opinicus Capital Inc.1,751$272K0.2%-16.7%0.001%
5/5/2026 Sanctuary Advisors LLC156,840$24.33M0.1%+1.5%0.093%
5/5/2026 Sigma Planning Corp15,379$2.39M0.1%-1.5%0.009%
5/5/2026 Cornerstone Advisory LLC36,396$5.65M0.5%-0.7%0.021%
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5/5/2026 Nwam LLC4,596$713K0.0%-13.3%0.003%
5/5/2026 Avantax Planning Partners Inc.1,811$281K0.0%-32.9%0.001%
5/4/2026 Calamos Advisors LLC4,171$647K0.0%N/A0.002%
5/4/2026 Evernest Financial Advisors LLC1,133$176K0.0%-29.0%0.001%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management7,122$1.11M0.0%-1.4%0.004%
5/4/2026 Bleakley Financial Group LLC265,733$41.22M0.6%+16.2%0.157%
5/4/2026 Chicago Partners Investment Group LLC8,519$1.32M0.0%+9.1%0.005%
5/4/2026 Uptick Partners LLC10,508$1.63M0.3%-2.2%0.006%
5/2/2026 International Assets Investment Management LLC1,142$179K0.0%-6.4%0.001%
5/2/2026 Anchor Investment Management LLC3,203$497K0.0%+4.7%0.002%
5/2/2026 Diversify Wealth Management LLC37,487$5.82M0.1%N/A0.022%
5/2/2026 Valmark Advisers Inc.187,859$29.14M0.3%-5.4%0.111%
5/1/2026 Citizens Financial Group Inc. RI449,559$69.73M1.0%-3.8%0.265%
5/1/2026 Midwest Trust Co25,836$4.01M0.0%+1.1%0.015%
5/1/2026 Fifth Third Bancorp81,101$12.58M0.0%+2,640.8%0.048%
5/1/2026 WealthShield Partners LLC28,251$4.38M0.5%-2.9%0.017%
5/1/2026 Darwin Wealth Management LLC218$34K0.0%N/A0.000%
5/1/2026 Simplicity Wealth LLC4,400$682K0.0%-12.2%0.003%
5/1/2026 Petix & Botte Co121,619$18.86M4.2%-5.7%0.072%
5/1/2026 Independence Bank of Kentucky750$116K0.0%-17.3%0.000%
5/1/2026 Mascoma Wealth Management LLC91,183$14.14M2.9%-23.9%0.054%
4/30/2026 Kestra Advisory Services LLC214,860$33.33M0.1%-4.1%0.127%
4/30/2026 Beam Wealth Advisors Inc.13,228$2.05M0.5%-33.2%0.008%
4/29/2026 Richmond Investment Services LLC9,925$1.54M0.2%+23.8%0.006%
4/29/2026 Cvfg LLC1,722$267K0.0%+18.3%0.001%
4/29/2026 Renasant Bank6,600$1.02M0.7%N/A0.004%
4/29/2026 Hoey Investments Inc.2,500$388K0.1%-16.7%0.001%
4/29/2026 Global Strategic Investment Solutions LLC63,753$9.89M1.0%-4.3%0.038%
4/29/2026 Integrated Advisors Network LLC7,250$1.13M0.1%-50.3%0.004%
4/29/2026 Canvas Wealth Advisors LLC99,400$15.42M2.6%-1.5%0.059%
4/28/2026 Carlton Hofferkamp & Jenks Wealth Management LLC7,914$1.23M0.4%-8.0%0.005%
4/28/2026 Ascentis Independent Advisors2,842$441K0.0%N/A0.002%
4/28/2026 Seascape Capital Management2,202$342K0.1%+18.8%0.001%
4/28/2026 NBT Bank N A NY124,598$19.33M1.3%+74,065.5%0.074%
4/28/2026 Howe & Rusling Inc.338,734$52.54M3.4%+5.0%0.200%
4/28/2026 Tanglewood Legacy Advisors LLC336,216$52.15M18.9%+3.4%0.199%
4/27/2026 HB Wealth Management LLC24,810$3.85M0.0%+0.3%0.015%
4/27/2026 PFG Investments LLC6,934$1.08M0.1%+7.7%0.004%
4/27/2026 Baer Investment Advisory LLC8,723$1.35M0.2%N/A0.005%
4/27/2026 Private Advisor Group LLC212,909$33.02M0.2%+0.8%0.126%
4/27/2026 Elevation Point Wealth Partners LLC31,986$4.96M0.1%N/A0.019%
4/27/2026 Sound Income Strategies LLC842$132K0.0%+14.6%0.000%
4/27/2026 Jamison Private Wealth Management Inc.17,421$2.70M0.3%+1.3%0.010%
4/25/2026 Axis Wealth Partners LLC5,875$911K0.5%-5.0%0.003%
4/25/2026 Stevens Capital Partners90,026$13.96M3.4%+24.1%0.053%
4/25/2026 Physician Wealth Advisors Inc.319$49K0.0%N/A0.000%
4/25/2026 Able Wealth Management LLC39,935$6.19M1.7%+0.8%0.024%
4/24/2026 Essex Financial Services Inc.30,555$4.74M0.3%+1.1%0.018%
4/24/2026 Financial Life Planners165$26K0.0%N/A0.000%
4/24/2026 Flagship Private Wealth LLC28,008$4.34M1.8%-0.5%0.017%
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4/24/2026 Columbia Advisory Partners LLC14,190$2.20M1.4%-3.2%0.008%
4/24/2026 St. Clair Advisors LLC11,054$1.72M0.5%+38.2%0.007%
4/23/2026 Premier Path Wealth Partners LLC3,197$496K0.1%+21.5%0.002%
4/23/2026 Foundry Financial Group Inc.75,786$11.76M5.8%+9.9%0.045%
4/23/2026 Caliber Wealth Management LLC KS19,070$2.96M0.3%-4.8%0.011%
4/23/2026 Flagstar Advisors Inc.1,642$255K0.1%-6.3%0.001%
4/23/2026 Intrua Financial LLC5,742$891K0.1%+60.1%0.003%
4/23/2026 Apollon Financial LLC7,785$1.21M0.2%+52.4%0.005%
4/23/2026 Apollon Wealth Management LLC2,320$360K0.0%+10.9%0.001%
4/23/2026 Formidable Asset Management LLC1,208$203K0.0%N/A0.001%


IUSG Institutional Ownership - Frequently Asked Questions

During the previous two years, 868 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 ($7.31B), LPL Financial LLC ($2.39B), Morgan Stanley ($2.35B), Jones Financial Companies Lllp ($854.84M), Envestnet Asset Management Inc. ($370.37M), Blue Trust Inc. ($289.66M), and Merit Financial Group LLC ($273.15M).Learn more on iShares Core S&P U.S. Growth ETF's institutional investors.

Of the 756 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: Valpey Financial Services LLC ($3.53M), Bank of America Corp DE ($2.49M), Raymond James Financial Inc. ($1.48M), LPL Financial LLC ($1.43M), Merit Financial Group LLC ($1.27M), Kestra Investment Management LLC ($1.26M), and Blue Trust Inc. ($992.20K).

Institutional investors have bought a total of 14,497,305 shares in the last 24 months. This purchase volume represents approximately $2.36B in transactions.

Of the 390 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: Bank of America Corp DE ($1.81M), Jones Financial Companies Lllp ($1.63M), Independence Financial Advisors LLC ($429.26K), Northwestern Mutual Wealth Management Co. ($383.32K), Commonwealth Equity Services LLC ($367.60K), Merit Financial Group LLC ($254.72K), and FIL Ltd ($193.82K).

Institutional investors have sold a total of 7,872,099 shares in the last 24 months. This volume of shares sold represents approximately $1.25B in transactions.


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This page (NASDAQ:IUSG) was last updated on 5/15/2026 by MarketBeat.com Staff.
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