iShares Core S&P U.S. GrowthIUSGETF
13F holders, Q2 2024 (June 30)685holders +45
76new positions
39sold out
2famous investors
$126.73avg. 13F price*
At the end of Q2 2024, 685 institutions reported holding iShares Core S&P U.S. Growth (IUSG) in their 13F filings, up 45 from Q1 2024. 76 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($4.8B), LPL Financial LLC ($1.9B) and Morgan Stanley ($1.6B). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $44.5M |
| Exits | 39 | $27.6M |
All 13F filers, Q1 2024 → Q2 2024: 7,197,962 shares bought and 2,426,954 shares sold, net +4,771,008 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 685 holders
| Bank of America Corp. | 0.47% | Add +4.6% | 38,017,245 | $4.8B |
| LPL Financial LLC | 0.94% | Add +5.1% | 14,785,442 | $1.9B |
| Morgan Stanley | 0.13% | Add +11.6% | 12,854,638 | $1.6B |
| Jones Financial Companies LLLP | 1.01% | Reduce -1.4% | 6,845,995 | $872.7M |
| Envestnet Asset Management Inc. | 0.09% | Add +6.9% | 2,062,842 | $263.0M |
| Commonwealth Equity Services, LLC | 0.28% | Add +4.1% | 1,372,047 | $174.9M |
| Blue Trust, Inc. | 2.34% | Reduce -0.4% | 1,457,492 | $170.8M |
| UBS Group AG | 0.05% | Add +0.6% | 1,305,282 | $166.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -41.3% | 1,262,384 | $160.9M |
| Wells Fargo & Company | 0.03% | Add +3.0% | 1,026,061 | $130.8M |
| Facet Wealth, Inc. | 3.89% | Add +6.0% | 1,029,201 | $126.5M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -1.0% | 836,417 | $106.6M |
| Kestra Investment Management, LLC | 6.57% | — | 756,759 | $96.5M |
| FMR LLC | 0.01% | Add +1.1% | 735,957 | $94.9M |
| Royal Bank of Canada | 0.02% | Add +2.3% | 722,329 | $92.1M |
| Raymond James Financial Services Advisors, Inc. | 0.12% | Add +9.7% | 682,782 | $87.0M |
| Citizens Financial Group Inc. | 1.82% | Add +25330.2% | 645,165 | $82.2M |
| Raymond James & Associates | 0.05% | Reduce -1.0% | 624,519 | $79.6M |
| Benjamin F. Edwards & Company, Inc. | 1.30% | Reduce -2.8% | 579,817 | $73.9M |
| Ameriprise Financial Inc. | 0.02% | Add +2.9% | 573,733 | $73.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -6.7% | 567,886 | $72.4M |
| HighTower Advisors, LLC | 0.11% | Reduce -12.2% | 563,265 | $71.8M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -1.3% | 524,920 | $66.9M |
| Corient Private Wealth LP | 0.11% | Add +7.0% | 482,897 | $63.4M |
| Legacy Financial Group LLC | 12.34% | Add +8.2% | 492,225 | $62.7M |
| Merit Financial Group, LLC | 1.21% | Add +82.4% | 430,018 | $54.8M |
| Focus Partners Wealth | 0.18% | Add +100.1% | 422,390 | $53.8M |
| Tennessee Valley Asset Management Partners | 9.56% | Add +3.3% | 399,874 | $51.0M |
| FIL Ltd | 0.05% | Add +30.9% | 377,477 | $48.7M |
| Allworth Financial LP | 0.31% | Reduce -1.2% | 377,326 | $47.9M |
| Cetera Investment Advisers | 0.11% | Add +0.2% | 365,790 | $46.6M |
| Madison Wealth Partners, Inc | 14.97% | Add +0.0% | 342,458 | $43.7M |
| Osaic Holdings, Inc. | 0.10% | Add +8.9% | 338,718 | $43.2M |
| Tanglewood Legacy Advisors, LLC | 19.99% | Add +5.8% | 331,872 | $42.3M |
| Cardinal Strategic Wealth Guidance | 14.68% | Add +17.8% | 319,500 | $40.7M |
| Natixis Advisors, LLC | 0.08% | Add +26.6% | 285,390 | $36.4M |
| Doliver Advisors, LP | 9.90% | Reduce -3.8% | 278,282 | $35.5M |
| BlackRock Inc. | 0.00% | Reduce -20.7% | 275,742 | $35.2M |
| DDFG, Inc | 10.42% | Reduce -0.0% | 264,603 | $33.7M |
| Kestra Advisory Services, LLC | 0.19% | Add +42.5% | 312,660 | $33.6M |
| Veracity Capital LLC | 13.54% | Reduce -5.7% | 254,522 | $32.4M |
| Petix & Botte Co | 9.19% | Add +88.8% | 254,373 | $32.4M |
| Sandy Spring Bank | 1.43% | Reduce -8.2% | 253,870 | $32.4M |
| Charles Schwab Trust Co | 2.97% | Reduce -6.3% | 252,162 | $32.1M |
| Equitable Holdings, Inc. | 0.34% | Add +2.9% | 250,762 | $32.0M |
| Hilltop Wealth Advisors, LLC | 15.90% | Add +1.5% | 248,570 | $31.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.3% | 245,888 | $31.3M |
| CX Institutional | 1.46% | Reduce -1.1% | 244,157 | $31.1M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -4.3% | 236,109 | $30.1M |
| Howe & Rusling Inc. | 2.65% | Add +9.4% | 227,832 | $29.0M |
| Modera Wealth Management, LLC | 0.42% | Reduce -3.0% | 225,474 | $28.7M |
| Edge Capital Group, LLC | 1.35% | Add +7.4% | 219,033 | $27.9M |
| MML Investors Services, LLC | 0.11% | Reduce -3.3% | 215,916 | $27.5M |
| Blair William & Co. | 0.08% | Add +7.3% | 206,243 | $26.3M |
| Strategies Wealth Advisors, LLC | 3.81% | Reduce -7.5% | 205,169 | $26.2M |
| Avantax Advisory Services, Inc. | 0.18% | Add +2.9% | 203,094 | $25.9M |
| ForthRight Wealth Management, LLC | 8.82% | Reduce -5.2% | 192,454 | $24.5M |
| Mascoma Wealth Management LLC | 6.33% | Add +2.5% | 187,045 | $23.8M |
| Private Advisor Group, LLC | 0.15% | Reduce -0.7% | 180,142 | $23.0M |
| Cutler Investment Counsel LLC | 2.97% | Reduce -0.5% | 171,053 | $21.8M |
| Baird Financial Group, Inc. | 0.04% | Reduce -14.6% | 169,464 | $21.6M |
| Sanctuary Advisors, LLC | 0.16% | — | 186,751 | $21.4M |
| Roberts Financial Services LLC | 3.99% | Reduce -8.9% | 155,723 | $19.9M |
| Integrated Wealth Concepts LLC | 0.26% | Reduce -8.7% | 148,078 | $18.9M |
| Aspen Wealth Management LLC | 6.52% | Add +8.4% | 147,938 | $18.9M |
| Savant Capital, LLC | 0.19% | Reduce -6.2% | 146,814 | $18.7M |
| Spire Wealth Management | 0.65% | Reduce -5.6% | 144,319 | $18.3M |
| Rwa Wealth Partners, LLC | 0.23% | Reduce -1.9% | 136,680 | $17.4M |
| Atria Investments, Inc | 0.23% | Add +64.0% | 136,572 | $17.4M |
| Principal Securities, Inc. | 0.48% | Add +14.0% | 135,439 | $17.3M |
| Hudock, Inc. | 3.22% | Add +1.0% | 135,418 | $17.3M |
| Gallagher Fiduciary Advisors, LLC | 3.70% | Add +60.0% | 129,380 | $16.5M |
| Financial Advocates Investment Management | 1.00% | Add +2.8% | 125,608 | $16.0M |
| Stifel Financial Corp. | 0.02% | Add +1.3% | 122,933 | $15.7M |
| Amplius Wealth Advisors, LLC | 1.70% | Reduce -4.7% | 119,662 | $15.3M |
| Elevation Wealth Partners, LLC | 7.18% | Add +0.5% | 118,980 | $15.2M |
| Truist Financial Corp. | 0.02% | Reduce -4.9% | 109,092 | $13.9M |
| NBT Bank, N.A. | 0.99% | Add +7.5% | 109,009 | $13.9M |
| Richard W. Paul & Associates, LLC | 5.32% | Add +4.5% | 108,039 | $13.8M |
| Vantage Financial Partners, LLC | 3.55% | Add +5.2% | 107,198 | $13.7M |
| NorthStar Asset Management LLC | 9.39% | Add +6.8% | 106,222 | $13.5M |
| Captrust Financial Advisors | 0.04% | Reduce -1.5% | 105,218 | $13.4M |
| Canvas Wealth Advisors, LLC | 4.14% | Reduce -2.9% | 109,063 | $13.4M |
| Birchcreek Wealth Management, LLC | 7.49% | Reduce -2.4% | 104,301 | $13.3M |
| Win Advisors, Inc. | 5.79% | Reduce -25.2% | 101,674 | $13.0M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -9.3% | 100,441 | $12.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +1.5% | 99,961 | $12.7M |
| Ironwood Wealth Management, Inc. | 6.42% | Reduce -0.7% | 96,831 | $12.7M |
| United Capital Financial Advisors, LLC | 0.11% | Reduce -5.8% | 96,354 | $12.3M |
| PCA Investment Advisory Services Inc. | 6.41% | Reduce -0.7% | 95,998 | $12.2M |
| Wealth Quarterback LLC | 6.78% | Add +18.9% | 93,805 | $12.0M |
| Concurrent Investment Advisors, LLC | 0.39% | Add +9.5% | 92,941 | $11.8M |
| OneDigital Investment Advisors LLC | 0.14% | Add +0.2% | 90,102 | $11.5M |
| Financial Council, LLC | 6.37% | Reduce -3.5% | 89,401 | $11.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +3.1% | 87,588 | $11.2M |
| Founders Financial Securities LLC | 1.05% | Add +3.3% | 86,986 | $11.1M |
| Horizon Investments, LLC | 0.30% | Add +3.4% | 85,963 | $11.0M |
| Goldstone Financial Group, LLC | 2.17% | Add +10.1% | 84,682 | $10.8M |
| Brio Consultants, LLC | 1.77% | Add +1.9% | 84,273 | $10.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -19.4% | 82,564 | $10.5M |
"% 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.