iShares Core S&P U.S. GrowthIUSGETF
13F holders, Q2 2026 (June 30)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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 105 | $90.2M |
| Exits | 40 | $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.