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

iShares Core S&P U.S. Growth ETF logo
$199.25 +1.30 (+0.66%)
As of 10:31 AM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
468
Total
Institutional Inflows
(last 12 months)
$3.53B
Number of
Institutional Sellers
(last 12 months)
331
Total
Institutional Outflows
(last 12 months)
$937.49M
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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
10/5/2026MassMutual Private Wealth & Trust FSB1,600$310K0.0%N/A0.001%
10/2/2026 CX Institutional159,903$30.98M0.8%+3.5%0.091%
10/1/2026 Doliver Advisors LP120,602$23.37M5.0%N/A0.069%
9/23/2026QRG Capital Management Inc.3,548$667K0.0%N/A0.002%
9/23/2026Envestnet Asset Management Inc.3,166,362$595.53M0.1%+10.4%1.810%
9/9/2026Palogic Value Management L.P.2,301$433K0.1%N/A0.001%
9/9/2026Sequoia Financial Advisors LLC11,430$2.15M0.0%-0.9%0.007%
9/9/2026Van Hulzen Asset Management LLC6,287$1.18M0.1%-32.3%0.004%
9/9/2026MCF Advisors LLC1,659$312K0.0%N/A0.001%
9/9/2026Capital Analysts LLC2,054$387K0.0%+4.1%0.001%
9/9/2026NorthRock Partners LLC1,244$234K0.0%N/A0.001%
9/9/2026Integrated Wealth Concepts LLC132,670$24.95M0.1%+0.4%0.077%
9/9/2026RFG Advisory LLC19,499$3.67M0.1%+9.1%0.011%
9/9/2026NewEdge Advisors LLC48,940$9.21M0.0%-2.6%0.028%
9/9/2026IFP Advisors Inc2,455$462K0.0%+22.9%0.001%
9/9/2026Baird Financial Group Inc.61,937$11.65M0.0%-6.0%0.036%
9/9/2026One Charles Private Wealth Services LLC3,936$740K0.2%-12.6%0.002%
9/8/2026Hudock Inc.128,030$24.08M3.1%-1.1%0.074%
9/8/2026Allworth Financial LP415,167$78.09M0.3%-3.7%0.239%
9/8/2026Waverly Advisors LLC9,880$1.86M0.0%+20.8%0.006%
9/8/2026Bank OZK1,582$298K0.1%-8.0%0.001%
9/4/2026Parkside Financial Bank & Trust706$133K0.0%-12.8%0.000%
9/2/2026Range Advisory LLC1,696$319K0.0%N/A0.001%
9/2/2026Allianz Asset Management GmbH145,904$27.44M0.0%+115.3%0.084%
9/2/2026Brown Lisle Cummings Inc.533$100K0.0%+1,737.9%0.000%
8/27/2026Corient Private Wealth LP550,068$103.46M0.1%+24.0%0.317%
8/23/2026Ameritas Advisory Services LLC19,833$3.73M0.1%+142.4%0.011%
8/23/2026Kintra Wealth LLC365,112$71.18M3.7%+29.2%0.211%
8/23/2026SFG Wealth Management LLC.1,942$365K0.1%+19.7%0.001%
8/23/2026Operose Advisors LLC1,039$195K0.0%+25.3%0.001%
8/23/2026HB Wealth Management LLC25,200$4.74M0.0%+1.6%0.015%
8/22/2026Compass Financial Management LLC260$49K0.0%N/A0.000%
8/22/2026Old Mission Investment Co LLC36,105$6.79M1.4%N/A0.021%
8/22/2026Shum Financial Group Inc.3,107$584K0.3%N/A0.002%
8/22/2026Premier Path Wealth Partners LLC2,987$562K0.1%-6.6%0.002%
8/22/2026Lakeshore Financial Planning Inc.1,265$238K0.1%N/A0.001%
8/22/2026Concurrent Investment Advisors LLC120,374$22.64M0.2%+2.8%0.069%
8/21/2026Greenspring Advisors LLC1,142$215K0.0%N/A0.001%
8/21/2026KFA Private Wealth Group LLC2,828$532K0.1%+35.5%0.002%
8/20/2026Rehmann Capital Advisory Group4,898$921K0.0%-3.4%0.003%
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8/20/2026Cullinan Associates Inc.27,460$3.41M0.3%N/A0.016%
8/20/2026Greenleaf Trust111,614$14.37M0.1%N/A0.064%
8/7/2026Trust Co. of Vermont3,098$583K0.0%N/A0.002%
7/10/2026Annex Advisory Services LLC4,338$816K0.0%+1.5%0.003%
7/10/2026JFS Wealth Advisors LLC766$144K0.0%+9.6%0.000%
7/10/2026GenWealth Group Inc.2,468$464K0.1%-2.3%0.001%
7/10/2026Dagco Inc.2,974$559K0.1%+5.6%0.002%
7/10/2026West Branch Capital LLC2,047$385K0.1%-7.8%0.001%
7/10/2026Canvas Wealth Advisors LLC101,556$19.10M2.7%+2.2%0.059%
7/10/2026Fiduciary Financial Group LLC2,536$477K0.1%-11.5%0.001%
7/10/2026 Doliver Advisors LP129,735$24.40M5.5%-0.1%0.076%
7/10/2026Charles Schwab Trust Co254,306$47.83M2.7%-9.8%0.148%
7/10/2026KWB Wealth1,665$313K0.0%-6.3%0.001%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors1,218$229K0.0%N/A0.001%
7/10/2026Alliance Private Wealth LLC147,476$27.74M9.6%-5.8%0.086%
7/10/2026Wealthcare Advisory Partners LLC20,021$3.77M0.1%-2.0%0.012%
7/9/2026Sapient Capital LLC6,081$1.14M0.0%+1.8%0.004%
7/9/2026Melone Private Wealth LLC3,838$722K0.2%-2.3%0.002%
7/9/2026Allied Private Wealth LLC442$82K0.1%N/A0.000%
7/9/2026Everhart Financial Group Inc.1,131$213K0.0%N/A0.001%
7/9/2026Sax Wealth Advisors LLC1,671$314K0.0%N/A0.001%
7/9/2026Ehrlich Financial Group1,418$267K0.1%-4.8%0.001%
7/9/2026Valeo Financial Advisors LLC3,648$686K0.0%-17.1%0.002%
7/8/2026Thurston Springer Miller Herd & Titak Inc.1,318$248K0.1%+18.8%0.001%
7/8/2026Thayer Financial L.L.C.3,855$725K0.7%-3.6%0.002%
7/8/2026Colorado Capital Management Inc.21,049$3.96M1.4%-2.4%0.012%
7/8/2026First Heartland Consultants Inc.35,104$6.60M0.4%-1.3%0.020%
7/8/2026Elevation Wealth Partners LLC118,225$22.24M6.7%+0.3%0.069%
7/8/2026Apella Capital LLC3,309$616K0.0%N/A0.002%
7/8/2026Clark Asset Management LLC1,364$257K0.0%N/A0.001%
7/7/2026CGN Advisors LLC1,109$209K0.0%N/A0.001%
7/7/2026CoreCap Advisors LLC1,005$189K0.0%-9.0%0.001%
7/7/2026Pacific Excel Wealth Advisors Inc.1,785$336K0.1%N/A0.001%
7/6/2026Bulwark Capital Corp20,845$3.92M2.2%+2.0%0.012%
7/6/2026Trilogy Capital Inc.9,259$1.74M0.1%-2.6%0.005%
7/2/2026Collective 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%
6/22/2026Sapient Capital LLC5,975$927K0.0%+2.6%0.004%
6/10/2026FAS Wealth Partners Inc.510$79K0.0%+89.6%0.000%
6/3/2026Wealthquest Corp3,338$518K0.0%-19.3%0.002%
6/3/2026Parallel Advisors LLC9,087$1.41M0.0%+0.7%0.005%
6/3/2026NewEdge Advisors LLC50,266$7.80M0.0%+15.2%0.030%
6/1/2026Foguth Wealth Management LLC.1,342$208K0.0%N/A0.001%
5/27/2026Allen 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%
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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%
5/19/2026Ashton Thomas Securities LLC12,326$1.91M0.2%N/A0.007%
5/19/2026Arkadios Wealth Advisors55,782$8.65M0.1%+93.8%0.033%
5/19/2026IFS Group LLC12,637$1.96M1.7%N/A0.007%
5/18/2026EverSource 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%
5/15/2026Gateway Wealth Partners LLC5,129$796K0.0%N/A0.003%
5/15/2026Bawa N Mallick Trust36,980$5.74M2.3%-26.3%0.022%


IUSG Institutional Ownership - Frequently Asked Questions

During the previous two years, 865 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. ($595.53M), 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 747 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), Merit Financial Group LLC ($1.27M), Blue Trust Inc. ($992.20K), LPL Financial LLC ($708.17K), and Benjamin Edwards Inc. ($706.30K).

Institutional investors have bought a total of 21,744,292 shares in the last 24 months. This purchase volume represents approximately $3.53B in transactions.

Of the 330 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), Northwestern Mutual Wealth Management Co. ($383.32K), Merit Financial Group LLC ($254.72K), FIL Ltd ($193.82K), Commonwealth Equity Services LLC ($138.70K), and NBT Bank N A NY ($131.94K).

Institutional investors have sold a total of 5,668,993 shares in the last 24 months. This volume of shares sold represents approximately $937.49M 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 10/5/2026. New 13F filings are added each quarter as they're published.
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