iShares Core S&P U.S. GrowthIUSGETF

13F holders, Q2 2026 (June 30)
933holders +64
105new positions
40sold out
7famous investors
$187.41avg. 13F price*

At the end of Q2 2026, 933 institutions reported holding iShares Core S&P U.S. Growth (IUSG) in their 13F filings, up 64 from Q1 2026. 105 opened new positions and 40 sold out. The largest holders were Bank of America Corp. ($10.1B), Morgan Stanley ($2.8B) and LPL Financial LLC ($2.8B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
iShares Core S&P U.S. Growth
CUSIP
464287671
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 640Q1 2024Q2 2024: 685Q2 2024Q3 2024: 696Q3 2024Q4 2024: 777Q4 2024Q1 2025: 751Q1 2025Q2 2025: 795Q2 2025Q3 2025: 821Q3 2025Q4 2025: 882Q4 2025Q1 2026: 869Q1 2026Q2 2026: 933Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions105$90.2M
Exits40$27.3M

All 13F filers, Q1 2026 → Q2 2026: 5,288,059 shares bought and 1,653,663 shares sold, net +3,634,396 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 933 holders

Bank of America Corp. 0.65% Add +1.4% 53,516,596 $10.1B
Morgan Stanley 0.15% Add +0.7% 14,645,320 $2.8B
LPL Financial LLC 0.62% Add +1.7% 14,626,998 $2.8B
Jones Financial Companies LLLP 0.50% Add +1.3% 6,829,303 $1.2B
Envestnet Asset Management Inc. 0.14% Add +10.4% 3,166,362 $595.5M
Merit Financial Group, LLC 2.45% Add +7.1% 2,092,449 $393.6M
Blue Trust, Inc. 3.72% Add +1.1% 1,888,418 $355.2M
JPMorgan Chase & Co. 0.02% Reduce -2.6% 1,533,948 $284.7M
Raymond James Financial Inc. 0.08% Add +3.3% 1,476,303 $277.7M
HighTower Advisors, LLC 0.26% Add +215.2% 1,465,956 $275.7M
UBS Group AG 0.04% Reduce -4.4% 1,307,346 $245.9M
Natixis Advisors, LLC 0.26% Reduce -7.2% 1,249,539 $235.0M
Royal Bank of Canada 0.04% Add +2.2% 1,247,059 $234.6M
PNC Financial Services Group, Inc. 0.11% Add +9.6% 1,221,245 $229.7M
Wells Fargo & Company 0.04% Reduce -0.4% 1,128,013 $212.2M
Kestra Investment Management, LLC 4.02% Add +16.7% 1,322,967 $207.7M
Facet Wealth, Inc. 2.39% Add +8.7% 884,912 $166.4M
Benjamin Edwards Inc. 1.42% Add +4.8% 825,427 $155.3M
Commonwealth Equity Services, LLC 0.19% Add +4.3% 809,815 $152.3M
FMR LLC 0.01% Add +0.1% 697,287 $131.2M
Cetera Investment Advisers 0.11% Add +3.0% 657,270 $123.6M
Corient Private Wealth LP 0.14% Add +24.0% 550,068 $103.5M
Blair William & Co. 0.25% Add +4.8% 501,346 $94.3M
SHP Wealth Management 6.47% Add +0.7% 500,298 $94.1M
Ameriprise Financial Inc. 0.02% Add +22.2% 480,739 $90.4M
Citizens Financial Group Inc. 0.99% Reduce -2.7% 437,273 $82.2M
Osaic Holdings, Inc. 0.09% Add +10.9% 420,115 $79.1M
Allworth Financial LP 0.33% Reduce -3.7% 415,167 $78.1M
Madison Wealth Partners, Inc 9.81% Reduce -0.1% 409,922 $77.1M
Kintra Wealth, LLC 3.72% Add +29.2% 365,112 $71.2M
Legacy Financial Group LLC 7.89% Add +9.5% 372,777 $70.1M
Modera Wealth Management, LLC 0.71% Add +0.8% 354,960 $66.8M
Howe & Rusling Inc. 3.71% Add +0.3% 339,855 $63.9M
Tanglewood Legacy Advisors, LLC 20.39% Reduce -0.1% 335,931 $63.2M
Curi Capital, LLC 0.97% Add +18.4% 332,072 $62.5M
Tennessee Valley Asset Management Partners 6.83% Reduce -0.5% 329,315 $61.9M
Cardinal Strategic Wealth Guidance 12.36% Reduce -14.5% 289,900 $54.5M
Bleakley Financial Group, LLC 0.64% Add +0.7% 267,472 $50.3M
Equitable Holdings, Inc. 0.30% Add +6.8% 265,006 $49.8M
Northwestern Mutual Wealth Management Co. 0.03% Add +2.7% 260,289 $49.0M
Charles Schwab Trust Co 2.67% Reduce -9.8% 254,306 $47.8M
DDFG, Inc 9.44% Reduce -7.6% 252,703 $47.5M
Gotham Asset Management 0.11% Add +79.7% 243,786 $45.9M
Aurdan Capital Management, LLC 11.63% Add +0.5% 243,754 $45.8M
Principal Securities, Inc. 0.53% Reduce -8.8% 231,839 $43.6M
Hilltop Wealth Advisors, LLC 21.49% Reduce -5.3% 228,398 $43.0M
Veracity Capital LLC 11.55% Reduce -0.3% 227,402 $42.8M
Voisard Asset Management Group, Inc. 7.81% Add +2.0% 219,334 $41.3M
Private Advisor Group, LLC 0.19% Add +1.7% 216,562 $40.7M
Westwood Holdings Group Inc. 0.31% Add +457.9% 214,791 $40.4M
Aspen Wealth Management LLC 6.75% Add +6.6% 211,338 $39.8M
SCS Capital Management LLC 0.36% Add +0.2% 204,044 $38.4M
United Capital Financial Advisors, LLC 0.21% Add +18.5% 202,069 $38.1M
Janney Montgomery Scott LLC 0.07% Add +128.0% 198,097 $37.3M
Kestra Advisory Services, LLC 0.12% Reduce -9.1% 195,323 $36.7M
Rockefeller Capital Management L.P. 0.06% Add +0.9% 192,183 $36.1M
Cutler Investment Counsel LLC 3.35% Add +0.7% 189,385 $35.6M
Atlantic Union Bankshares Corp 0.59% Reduce -5.5% 187,866 $35.3M
Alliancebernstein L.P. 0.01% Reduce -0.9% 226,543 $35.1M
Valmark Advisers, Inc. 0.36% Reduce -4.4% 179,657 $33.8M
Focus Partners Wealth 0.03% Reduce -1.5% 179,638 $33.8M
ForthRight Wealth Management, LLC 8.27% Reduce -0.9% 171,918 $32.3M
MML Investors Services, LLC 0.06% Add +21.7% 166,331 $31.3M
Sanctuary Advisors, LLC 0.14% Add +4.0% 163,131 $30.7M
NorthStar Asset Management LLC 6.52% Add +7.5% 161,629 $30.4M
CX Institutional 0.84% Reduce -7.3% 154,478 $29.1M
Madison Asset Management, LLC 0.34% Add +24.8% 151,348 $28.5M
Goldstone Financial Group, LLC 2.54% Add +9.2% 147,931 $27.8M
Alliance Private Wealth, LLC 9.64% Reduce -5.8% 147,476 $27.7M
Allianz Asset Management GmbH 0.03% Add +115.3% 145,904 $27.4M
Bank of New York Mellon Corp 0.00% Add +4.5% 143,172 $26.9M
Waldron Private Wealth LLC 0.93% Reduce -11.5% 142,383 $26.8M
Spire Wealth Management 0.79% Reduce -0.1% 138,357 $26.0M
Stifel Financial Corp. 0.02% Add +0.3% 138,172 $26.0M
Goldman Sachs Group Inc. 0.00% Add +3.6% 137,906 $25.9M
Strategies Wealth Advisors, LLC 2.26% Reduce -10.4% 134,539 $25.3M
Integrated Wealth Concepts LLC 0.16% Add +0.4% 132,670 $25.0M
Doliver Advisors, LP 5.53% Reduce -0.1% 129,735 $24.4M
Hudock, Inc. 3.08% Reduce -1.1% 128,030 $24.1M
Atria Investments, Inc 0.24% Add +4.1% 127,601 $24.0M
Founders Financial Securities LLC 1.18% Add +2.6% 122,713 $23.1M
Horizon Investments, LLC 0.25% Reduce -48.5% 122,134 $23.0M
Concurrent Investment Advisors, LLC 0.19% Add +2.8% 120,374 $22.6M
Rwa Wealth Partners, LLC 0.21% Add +0.3% 119,223 $22.4M
Birchcreek Wealth Management, LLC 8.68% Reduce -0.2% 118,414 $22.3M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -36.3% 118,301 $22.3M
Elevation Wealth Partners, LLC 6.66% Add +0.3% 118,225 $22.2M
Systelligence, LLC 3.54% New 112,585 $21.2M
Petix & Botte Co 3.97% Add +74.6% 104,982 $19.7M
PCA Investment Advisory Services Inc. 5.33% Add +1.3% 101,558 $19.1M
Canvas Wealth Advisors, LLC 2.66% Add +2.2% 101,556 $19.1M
Richard W. Paul & Associates, LLC 5.79% Reduce -0.0% 100,700 $18.9M
BlackRock, Inc. 0.00% Reduce -2.6% 95,525 $18.0M
Mascoma Wealth Management LLC 3.20% Add +0.6% 91,744 $17.3M
Main Street Financial Solutions, LLC 1.10% Add +0.1% 90,838 $17.1M
Captrust Financial Advisors 0.03% Add +2.1% 90,059 $16.9M
Roberts Financial Services LLC 4.88% Reduce -3.6% 88,554 $16.7M
Financial Council, LLC 5.24% Add +0.1% 85,946 $16.2M
Creative Planning 0.01% Add +6.1% 84,716 $15.9M
IHT Wealth Management, LLC 0.33% Reduce -0.2% 82,368 $15.5M

"% of holder's portfolio" is IUSG's weight in each manager's 13F, not the share of iShares Core S&P U.S. Growth the manager owns.

Show all 933 holders