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

iShares Core S&P U.S. Growth ETF logo
$192.83 -0.10 (-0.05%)
As of 04:00 PM 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)
489
Total
Institutional Inflows
(last 12 months)
$3.52B
Number of
Institutional Sellers
(last 12 months)
362
Total
Institutional Outflows
(last 12 months)
$1.07B
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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
7/10/2026 Annex Advisory Services LLC4,338$816K0.0%+1.5%0.003%
7/10/2026 JFS Wealth Advisors LLC766$144K0.0%+9.6%0.000%
7/10/2026 GenWealth Group Inc.2,468$464K0.1%-2.3%0.001%
7/10/2026 Dagco Inc.2,974$559K0.1%+5.6%0.002%
7/10/2026 West Branch Capital LLC2,047$385K0.1%-7.8%0.001%
7/10/2026 Canvas Wealth Advisors LLC101,556$19.10M2.7%+2.2%0.059%
7/10/2026 Fiduciary Financial Group LLC2,536$477K0.1%-11.5%0.001%
7/10/2026 Doliver Advisors LP129,735$24.40M5.5%-0.1%0.076%
7/10/2026 Charles Schwab Trust Co254,306$47.83M2.7%-9.8%0.148%
7/10/2026 KWB Wealth1,665$313K0.0%-6.3%0.001%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors1,218$229K0.0%N/A0.001%
7/10/2026 Alliance Private Wealth LLC147,476$27.74M9.6%-5.8%0.086%
7/10/2026 Wealthcare Advisory Partners LLC20,021$3.77M0.1%-2.0%0.012%
7/9/2026 Sapient Capital LLC6,081$1.14M0.0%+1.8%0.004%
7/9/2026 Melone Private Wealth LLC3,838$722K0.3%-2.3%0.002%
7/9/2026 Allied Private Wealth LLC442$82K0.1%N/A0.000%
7/9/2026 Everhart Financial Group Inc.1,131$213K0.0%N/A0.001%
7/9/2026 Sax Wealth Advisors LLC1,671$314K0.0%N/A0.001%
7/9/2026 Ehrlich Financial Group1,418$267K0.1%-4.8%0.001%
7/9/2026 Valeo Financial Advisors LLC3,648$686K0.0%-17.1%0.002%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.1,318$248K0.1%+18.8%0.001%
7/8/2026 Thayer Financial L.L.C.3,855$725K0.7%-3.6%0.002%
7/8/2026 Colorado Capital Management Inc.21,049$3.96M1.4%-2.4%0.012%
7/8/2026 First Heartland Consultants Inc.35,104$6.60M0.4%-1.3%0.020%
7/8/2026 Elevation Wealth Partners LLC118,225$22.24M6.7%+0.3%0.069%
7/8/2026 Apella Capital LLC3,309$616K0.0%N/A0.002%
7/8/2026 Clark Asset Management LLC1,364$257K0.0%N/A0.001%
7/7/2026 CGN Advisors LLC1,109$209K0.0%N/A0.001%
7/7/2026 CoreCap Advisors LLC1,005$189K0.0%-9.0%0.001%
7/7/2026 Pacific Excel Wealth Advisors Inc.1,785$336K0.1%N/A0.001%
7/6/2026 Bulwark Capital Corp20,845$3.92M2.2%+2.0%0.012%
7/6/2026 Trilogy Capital Inc.9,259$1.74M0.1%-2.6%0.005%
7/2/2026 Collective Family Office LLC3,496$658K0.1%-13.6%0.002%
7/2/2026 CX Institutional154,478$29.06M0.8%-7.3%0.091%
6/24/2026Basecamp Wealth Advisors LLC1,432$222K0.0%N/A0.001%
6/22/2026 Sapient Capital LLC5,975$927K0.0%+2.6%0.004%
6/10/2026 FAS Wealth Partners Inc.510$79K0.0%+89.6%0.000%
6/3/2026 Wealthquest Corp3,338$518K0.0%-19.3%0.002%
6/3/2026 Parallel Advisors LLC9,087$1.41M0.0%+0.7%0.005%
6/3/2026NewEdge Advisors LLC50,266$7.80M0.0%+15.2%0.030%
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6/1/2026 Foguth Wealth Management LLC.1,342$208K0.0%N/A0.001%
5/27/2026 Allen Capital Group LLC3,053$474K0.0%-35.4%0.002%
5/26/2026Glenmede Trust Co. NA11,187$1.74M0.0%+1.6%0.007%
5/22/2026Verus Capital Partners LLC6,183$959K0.1%-11.6%0.004%
5/20/2026TrueWealth Financial Partners4,667$724K0.3%N/A0.003%
5/19/2026Western Wealth Management LLC22,524$3.49M0.1%+4.6%0.013%
5/19/2026McIlrath & Eck LLC5,358$831K0.1%+317.0%0.003%
5/19/2026Bank of America Corp DE52,774,558$8.19B0.6%+21.3%31.154%
5/19/2026Cim LLC10,160$1.58M0.2%-1.5%0.006%
5/19/2026 Ashton Thomas Securities LLC12,326$1.91M0.2%N/A0.007%
5/19/2026Arkadios Wealth Advisors55,782$8.65M0.1%+93.8%0.033%
5/19/2026 IFS Group LLC12,637$1.96M1.7%N/A0.007%
5/18/2026 EverSource Wealth Advisors LLC2,613$405K0.0%+43.0%0.002%
5/18/2026Royal Bank of Canada1,220,118$189.25M0.0%+13.6%0.720%
5/16/2026Quantinno Capital Management LP28,649$4.44M0.0%+37.1%0.017%
5/15/2026 Gateway Wealth Partners LLC5,129$796K0.0%N/A0.003%
5/15/2026Bawa N Mallick Trust36,980$5.74M2.3%-26.3%0.022%
5/15/2026 Van 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%
5/14/2026 GC 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%
5/14/2026Lido Advisors LLC34,511$5.35M0.0%-4.1%0.020%
5/13/2026Cetera Investment Advisers638,079$98.97M0.1%+3.7%0.377%
5/13/2026GSG Advisors LLC10,372$1.61M0.4%-0.6%0.006%
5/13/2026NewEdge Wealth LLC13,507$2.10M0.0%-11.2%0.008%
5/13/2026First Trust Advisors LP2,372$368K0.0%+5.8%0.001%
5/8/2026PNC 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%
5/8/2026Madison 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%
5/8/2026Cassaday & 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%
5/7/2026Meeder 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%
5/7/2026Crescent 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%
5/6/2026Allspring 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%
5/6/2026Prosperity 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%
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5/5/2026Bank of New York Mellon Corp137,070$21.26M0.0%-15.5%0.081%
5/5/2026Geneos Wealth Management Inc.5,911$917K0.0%+4.6%0.003%
5/5/2026SouthState Bank Corp4,892$759K0.0%-21.8%0.003%
5/5/2026 Opinicus Capital Inc.1,751$272K0.2%-16.7%0.001%
5/5/2026Sanctuary Advisors LLC156,840$24.33M0.1%+1.5%0.093%
5/5/2026Sigma Planning Corp15,379$2.39M0.1%-1.5%0.009%
5/5/2026 Cornerstone Advisory LLC36,396$5.65M0.5%-0.7%0.021%
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%


IUSG Institutional Ownership - Frequently Asked Questions

During the previous two years, 861 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 ($8.19B), 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 744 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: Bank of America Corp DE ($11.76M), Valpey Financial Services LLC ($3.53M), 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 21,911,875 shares in the last 24 months. This purchase volume represents approximately $3.52B in transactions.

Of the 361 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 ($933.63K), Independence Financial Advisors LLC ($429.26K), Northwestern Mutual Wealth Management Co. ($383.32K), Merit Financial Group LLC ($254.72K), FIL Ltd ($193.82K), and Citizens Financial Group Inc. RI ($162.36K).

Institutional investors have sold a total of 6,560,311 shares in the last 24 months. This volume of shares sold represents approximately $1.07B in transactions.


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Institutional ownership data for NASDAQ:IUSG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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