iShares Core S&P U.S. GrowthIUSGETF
13F holders, Q1 2024 (March 31)640holders
1famous investor
$118.19avg. 13F price*
At the end of Q1 2024, 640 institutions reported holding iShares Core S&P U.S. Growth (IUSG) in their 13F filings. The largest holders were Bank of America Corp. ($4.3B), LPL Financial LLC ($1.6B) and Morgan Stanley ($1.3B). One famous investor held it Joel Greenblatt (0.0% of Gotham Asset 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $89.7M |
| Exits | 32 | $40.3M |
Ownership 640 holders
| Bank of America Corp. | 0.42% | Add +0.3% | 36,344,844 | $4.3B |
| LPL Financial LLC | 0.89% | Reduce -1.1% | 14,064,998 | $1.6B |
| Morgan Stanley | 0.11% | Add +2.0% | 11,515,758 | $1.3B |
| Jones Financial Companies LLLP | 1.11% | Reduce -3.3% | 6,942,333 | $813.7M |
| JPMorgan Chase & Co. | 0.02% | Add +1.0% | 2,149,910 | $252.0M |
| Envestnet Asset Management Inc. | 0.08% | Add +47.7% | 1,929,119 | $226.1M |
| Blue Trust, Inc. | 2.42% | Add +0.8% | 1,463,021 | $171.5M |
| Commonwealth Equity Services, LLC | 0.26% | Add +3.4% | 1,317,572 | $154.4M |
| UBS Group AG | 0.05% | Add +0.6% | 1,297,238 | $152.0M |
| Spire Wealth Management | 2.31% | Reduce -1.5% | 152,932 | $125.5M |
| Wells Fargo & Company | 0.03% | Reduce -19.1% | 995,884 | $116.7M |
| Facet Wealth, Inc. | 3.84% | Add +5.8% | 970,736 | $113.7M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -0.8% | 845,045 | $99.0M |
| FMR LLC | 0.01% | Reduce -0.5% | 728,179 | $85.5M |
| Royal Bank of Canada | 0.02% | Reduce -0.1% | 706,350 | $82.8M |
| HighTower Advisors, LLC | 0.12% | Add +1.1% | 641,259 | $75.2M |
| Raymond James & Associates | 0.05% | Reduce -19.1% | 630,549 | $73.9M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Add +4.1% | 622,180 | $72.9M |
| Bank of New York Mellon Corp | 0.01% | Add +6933.6% | 608,896 | $71.4M |
| Benjamin F. Edwards & Company, Inc. | 1.27% | Reduce -0.4% | 596,250 | $69.9M |
| Ameriprise Financial Inc. | 0.02% | Add +6.6% | 557,457 | $65.3M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +0.3% | 531,715 | $62.3M |
| Legacy Financial Group LLC | 10.80% | Add +1539.2% | 455,135 | $53.3M |
| Corient Private Wealth LP | 0.09% | Add +3.4% | 451,482 | $52.9M |
| Tennessee Valley Asset Management Partners | 10.97% | Add +1.9% | 387,013 | $45.4M |
| Allworth Financial LP | 0.32% | Reduce -2.6% | 381,890 | $44.8M |
| Cetera Investment Advisers | 0.10% | Add +564.8% | 365,085 | $42.8M |
| BlackRock Inc. | 0.00% | Reduce -16.1% | 347,612 | $40.7M |
| Madison Wealth Partners, Inc | 14.51% | Add +0.5% | 342,335 | $40.1M |
| Tanglewood Legacy Advisors, LLC | 18.11% | Add +2.4% | 313,710 | $36.8M |
| Osaic Holdings, Inc. | 0.08% | Add +2.0% | 310,994 | $36.5M |
| Doliver Advisors, LP | 9.54% | Reduce -14.2% | 289,201 | $33.9M |
| FIL Ltd | 0.03% | New | 288,401 | $33.9M |
| Sandy Spring Bank | 1.48% | Reduce -3.7% | 276,530 | $32.4M |
| Cardinal Strategic Wealth Guidance | 11.95% | Add +6.0% | 271,189 | $31.8M |
| Veracity Capital LLC | 12.29% | Reduce -0.8% | 269,854 | $31.6M |
| Charles Schwab Trust Co | 2.98% | Reduce -3.8% | 269,030 | $31.5M |
| DDFG, Inc | 9.85% | Reduce -2.8% | 264,630 | $31.0M |
| Alliancebernstein L.P. | 0.01% | Add +5.5% | 251,574 | $29.5M |
| CX Institutional | 1.40% | Add +45.9% | 246,943 | $28.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -27.3% | 246,598 | $28.9M |
| Hilltop Wealth Advisors, LLC | 14.68% | Reduce -0.6% | 244,944 | $28.7M |
| Equitable Holdings, Inc. | 0.32% | Reduce -0.7% | 243,687 | $28.6M |
| Modera Wealth Management, LLC | 0.42% | Reduce -0.6% | 232,553 | $27.3M |
| Merit Financial Group, LLC | 0.65% | Add +4491.3% | 235,716 | $27.2M |
| Natixis Advisors, LLC | 0.06% | Add +18.8% | 225,424 | $26.4M |
| MML Investors Services, LLC | 0.11% | Add +49.4% | 223,299 | $26.2M |
| Strategies Wealth Advisors, LLC | 4.00% | Reduce -5.6% | 221,741 | $26.0M |
| Kestra Advisory Services, LLC | 0.17% | Add +95.0% | 219,370 | $25.7M |
| Focus Partners Wealth | 0.20% | Add +14.2% | 211,126 | $24.7M |
| Howe & Rusling Inc. | 2.34% | Add +9.6% | 208,197 | $24.4M |
| Edge Capital Group, LLC | 1.19% | Add +3.0% | 203,968 | $23.9M |
| ForthRight Wealth Management, LLC | 8.54% | Reduce -0.9% | 203,043 | $23.8M |
| Baird Financial Group, Inc. | 0.05% | Reduce -3.7% | 198,511 | $23.3M |
| Avantax Advisory Services, Inc. | 0.21% | Reduce -0.0% | 197,416 | $23.1M |
| Blair William & Co. | 0.07% | Reduce -3.1% | 192,264 | $22.5M |
| Coho Partners, Ltd. | 0.53% | Add +29.0% | 185,275 | $21.7M |
| Mascoma Wealth Management LLC | 6.09% | Reduce -5.8% | 182,538 | $21.4M |
| Private Advisor Group, LLC | 0.15% | Add +0.6% | 181,420 | $21.3M |
| Cutler Investment Counsel LLC | 2.70% | Add +7.8% | 171,820 | $20.1M |
| Roberts Financial Services LLC | 4.09% | Reduce -7.0% | 170,864 | $20.0M |
| Integrated Wealth Concepts LLC | 0.28% | Add +2.1% | 162,133 | $19.0M |
| Savant Capital, LLC | 0.21% | Reduce -8.3% | 156,568 | $18.4M |
| Rwa Wealth Partners, LLC | 0.22% | Reduce -6.1% | 139,370 | $16.3M |
| Aspen Wealth Management LLC | 6.17% | Add +5.6% | 136,423 | $16.0M |
| Win Advisors, Inc. | 7.02% | New | 136,001 | $15.9M |
| Petix & Botte Co | 3.92% | Reduce -50.1% | 134,707 | $15.8M |
| Hudock, Inc. | 3.46% | Reduce -1.2% | 134,067 | $15.7M |
| Amplius Wealth Advisors, LLC | 1.65% | Reduce -6.1% | 125,588 | $14.7M |
| Financial Advocates Investment Management | 0.84% | Add +2.3% | 122,178 | $14.5M |
| Stifel Financial Corp. | 0.02% | Reduce -15.3% | 121,396 | $14.2M |
| Principal Securities, Inc. | 0.43% | Add +5.6% | 118,840 | $13.9M |
| Elevation Wealth Partners, LLC | 6.91% | Add +9.3% | 118,344 | $13.8M |
| Truist Financial Corp. | 0.02% | Reduce -30.5% | 114,696 | $13.4M |
| Rockefeller Capital Management L.P. | 0.04% | Add +3.2% | 110,747 | $13.0M |
| Canvas Wealth Advisors, LLC | 4.26% | Reduce -8.4% | 112,263 | $12.7M |
| Birchcreek Wealth Management, LLC | 6.59% | Add +1.3% | 106,909 | $12.5M |
| Captrust Financial Advisors | 0.05% | Reduce -6.6% | 106,794 | $12.5M |
| Richard W. Paul & Associates, LLC | 4.84% | Reduce -2.0% | 103,382 | $12.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -60.6% | 102,448 | $12.0M |
| United Capital Financial Advisors, LLC | 0.10% | Reduce -9.2% | 102,296 | $12.0M |
| Vantage Financial Partners, LLC | 3.21% | Add +2.8% | 101,916 | $11.9M |
| NBT Bank, N.A. | 0.87% | Add +13.7% | 101,424 | $11.9M |
| NorthStar Asset Management LLC | 8.83% | Add +7.1% | 99,462 | $11.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +54.0% | 98,475 | $11.5M |
| Ironwood Wealth Management, Inc. | 6.02% | Reduce -0.9% | 97,531 | $11.5M |
| PCA Investment Advisory Services Inc. | 6.37% | Add +3.5% | 96,651 | $11.3M |
| Financial Council, LLC | 6.42% | Reduce -1.9% | 92,593 | $10.9M |
| OneDigital Investment Advisors LLC | 0.17% | Reduce -2.3% | 89,921 | $10.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.02% | Add +13.3% | 84,952 | $10.0M |
| Concurrent Investment Advisors, LLC | 0.40% | Add +23.3% | 84,900 | $10.0M |
| Founders Financial Securities LLC | 1.04% | Add +3.6% | 84,207 | $9.9M |
| Atria Investments, Inc | 0.13% | Add +34.6% | 83,266 | $9.8M |
| Horizon Investments, LLC | 0.26% | Add +3.5% | 83,151 | $9.7M |
| Global Strategic Investment Solutions, LLC | 1.14% | Reduce -0.4% | 83,080 | $9.7M |
| Brio Consultants, LLC | 1.63% | Reduce -4.3% | 82,718 | $9.7M |
| Kestra Private Wealth Services, LLC | 0.22% | Reduce -25.9% | 81,981 | $9.6M |
| Gallagher Fiduciary Advisors, LLC | 0.34% | Add +9.2% | 80,861 | $9.5M |
| Wealth Quarterback LLC | 5.17% | Add +47.2% | 78,911 | $9.2M |
| M&T Bank Corp | 0.03% | Reduce -30.8% | 78,840 | $9.2M |
"% 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.