iShares Core S&P U.S. GrowthIUSGETF
13F holders, Q3 2024 (September 30)696holders +11
54new positions
42sold out
3famous investors
$131.50avg. 13F price*
At the end of Q3 2024, 696 institutions reported holding iShares Core S&P U.S. Growth (IUSG) in their 13F filings, up 11 from Q2 2024. 54 opened new positions and 42 sold out. The largest holders were Bank of America Corp. ($5.2B), LPL Financial LLC ($2.0B) and Morgan Stanley ($1.7B). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $34.2M |
| Exits | 42 | $17.1M |
All 13F filers, Q2 2024 → Q3 2024: 4,246,813 shares bought and 2,144,550 shares sold, net +2,102,263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 696 holders
| Bank of America Corp. | 0.45% | Add +3.1% | 39,210,372 | $5.2B |
| LPL Financial LLC | 0.88% | Add +0.6% | 14,877,167 | $2.0B |
| Morgan Stanley | 0.13% | Add +2.1% | 13,130,592 | $1.7B |
| Jones Financial Companies LLLP | 0.95% | Add +3.4% | 7,081,678 | $928.6M |
| Envestnet Asset Management Inc. | 0.09% | Add +4.7% | 2,160,553 | $285.0M |
| Blue Trust, Inc. | 2.43% | Add +0.1% | 1,458,605 | $185.9M |
| JPMorgan Chase & Co. | 0.01% | Add +6.1% | 1,339,301 | $176.7M |
| Commonwealth Equity Services, LLC | 0.27% | Reduce -2.7% | 1,334,668 | $176.1M |
| UBS Group AG | 0.05% | Add +0.1% | 1,306,415 | $172.3M |
| Facet Wealth, Inc. | 4.01% | Add +3.9% | 1,068,844 | $140.9M |
| Wells Fargo & Company | 0.03% | Add +1.1% | 1,036,971 | $136.8M |
| Kestra Investment Management, LLC | 4.76% | Add +11.1% | 840,995 | $110.9M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -5.5% | 789,987 | $104.2M |
| Royal Bank of Canada | 0.02% | Add +4.3% | 753,502 | $99.4M |
| FMR LLC | 0.01% | Reduce -0.4% | 733,264 | $96.7M |
| Citizens Financial Group Inc. | 1.80% | Add +5.2% | 678,511 | $89.5M |
| Ameriprise Financial Inc. | 0.02% | Add +18.1% | 677,778 | $89.4M |
| Raymond James & Associates | 0.05% | Reduce -3.0% | 605,665 | $79.9M |
| Benjamin Edwards Inc. | 1.15% | Add +10090.9% | 599,022 | $79.0M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Reduce -13.1% | 593,561 | $78.3M |
| HighTower Advisors, LLC | 0.11% | Reduce -0.2% | 561,926 | $74.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.2% | 555,517 | $73.3M |
| Corient Private Wealth LP | 0.11% | Add +11.8% | 540,048 | $71.2M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -2.5% | 511,565 | $67.5M |
| Legacy Financial Group LLC | 12.51% | Add +0.2% | 492,993 | $65.0M |
| Merit Financial Group, LLC | 1.43% | Add +12.6% | 484,371 | $63.9M |
| Osaic Holdings, Inc. | 0.12% | Add +22.6% | 415,375 | $54.8M |
| Tennessee Valley Asset Management Partners | 8.94% | Add +2.5% | 409,674 | $54.0M |
| Allworth Financial LP | 0.30% | Reduce -0.7% | 374,855 | $49.4M |
| Cetera Investment Advisers | 0.11% | Add +1.0% | 369,413 | $48.7M |
| Cardinal Strategic Wealth Guidance | 15.10% | Add +9.5% | 349,736 | $46.1M |
| Madison Wealth Partners, Inc | 13.34% | Reduce -0.3% | 341,373 | $45.0M |
| Tanglewood Legacy Advisors, LLC | 19.44% | Reduce -0.0% | 331,800 | $43.8M |
| Natixis Advisors, LLC | 0.09% | Add +15.8% | 330,403 | $43.6M |
| DDFG, Inc | 10.03% | Add +0.6% | 266,071 | $35.1M |
| Veracity Capital LLC | 13.08% | Add +1.9% | 259,337 | $34.2M |
| Petix & Botte Co | 9.10% | Add +1.9% | 259,160 | $34.2M |
| Charles Schwab Trust Co | 2.92% | Add +1.5% | 255,970 | $33.8M |
| Equitable Holdings, Inc. | 0.32% | Reduce -0.5% | 249,530 | $32.9M |
| CX Institutional | 1.45% | Add +1.6% | 248,009 | $32.7M |
| MML Investors Services, LLC | 0.12% | Add +13.6% | 245,353 | $32.4M |
| Sandy Spring Bank | 1.33% | Reduce -3.6% | 244,624 | $32.3M |
| Blair William & Co. | 0.09% | Add +18.1% | 243,573 | $32.1M |
| Hilltop Wealth Advisors, LLC | 14.98% | Reduce -2.1% | 243,450 | $32.1M |
| Howe & Rusling Inc. | 2.72% | Add +5.3% | 239,955 | $31.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.7% | 239,156 | $31.5M |
| Two Sigma Investments, LP | 0.07% | Add +376.0% | 233,700 | $30.8M |
| Edge Capital Group, LLC | 1.35% | Add +5.5% | 231,182 | $30.5M |
| Modera Wealth Management, LLC | 0.38% | Add +1.2% | 228,271 | $30.1M |
| BlackRock, Inc. | 0.00% | — | 218,495 | $28.8M |
| Doliver Advisors, LP | 7.85% | Reduce -22.1% | 216,811 | $28.6M |
| Focus Partners Wealth | 0.09% | Reduce -52.1% | 202,136 | $26.7M |
| Avantax Advisory Services, Inc. | 0.17% | Reduce -2.6% | 197,883 | $26.1M |
| Private Advisor Group, LLC | 0.16% | Add +9.5% | 197,326 | $26.0M |
| Strategies Wealth Advisors, LLC | 3.41% | Reduce -5.8% | 193,329 | $25.5M |
| Sanctuary Advisors, LLC | 0.16% | Reduce -0.9% | 184,976 | $25.4M |
| Mascoma Wealth Management LLC | 5.98% | Reduce -2.6% | 182,206 | $24.0M |
| Cutler Investment Counsel LLC | 3.02% | Add +5.9% | 181,184 | $23.9M |
| ForthRight Wealth Management, LLC | 7.80% | Reduce -7.8% | 177,514 | $23.4M |
| Baird Financial Group, Inc. | 0.04% | Reduce -5.0% | 160,959 | $21.2M |
| Aspen Wealth Management LLC | 6.37% | Add +7.5% | 159,039 | $21.0M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +137.7% | 158,226 | $20.9M |
| Atria Investments, Inc | 0.25% | Add +10.5% | 150,952 | $19.9M |
| Financial Advocates Investment Management | 1.07% | Add +13.9% | 143,127 | $18.9M |
| Integrated Wealth Concepts LLC | 0.23% | Reduce -4.9% | 140,856 | $18.6M |
| Gallagher Fiduciary Advisors, LLC | 3.73% | Add +7.8% | 139,483 | $18.4M |
| Principal Securities, Inc. | 0.44% | Add +1.8% | 137,931 | $18.2M |
| Spire Wealth Management | 0.61% | Reduce -5.3% | 136,708 | $18.0M |
| Hudock, Inc. | 3.07% | Reduce -0.4% | 134,920 | $17.8M |
| Rwa Wealth Partners, LLC | 0.22% | Reduce -2.5% | 133,274 | $17.6M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -60.6% | 123,024 | $16.2M |
| Stifel Financial Corp. | 0.02% | Add +0.0% | 122,965 | $16.2M |
| Savant Capital, LLC | 0.13% | Reduce -17.9% | 120,520 | $15.9M |
| NBT Bank, N.A. | 1.06% | Add +9.9% | 119,828 | $15.8M |
| Elevation Wealth Partners, LLC | 6.72% | Reduce -0.2% | 118,738 | $15.7M |
| Amplius Wealth Advisors, LLC | 1.71% | Reduce -0.9% | 118,568 | $15.6M |
| NorthStar Asset Management LLC | 10.00% | Add +7.0% | 113,685 | $15.0M |
| Vantage Financial Partners, LLC | 3.64% | Add +3.7% | 111,156 | $14.7M |
| Canvas Wealth Advisors, LLC | 3.92% | Reduce -1.3% | 107,599 | $14.2M |
| Richard W. Paul & Associates, LLC | 5.08% | Reduce -0.7% | 107,300 | $14.2M |
| Birchcreek Wealth Management, LLC | 9.00% | Reduce -0.2% | 104,138 | $13.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +20.5% | 99,499 | $13.1M |
| Valmark Advisers, Inc. | 0.20% | Add +77.8% | 99,077 | $13.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -1.4% | 98,601 | $13.0M |
| PCA Investment Advisory Services Inc. | 5.99% | Add +0.4% | 96,355 | $12.7M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -5.4% | 95,052 | $12.5M |
| Ironwood Wealth Management, Inc. | 6.13% | Reduce -1.9% | 94,966 | $12.5M |
| Roberts Financial Services LLC | 2.33% | Reduce -39.4% | 94,363 | $12.4M |
| United Capital Financial Advisors, LLC | 0.10% | Reduce -3.2% | 93,314 | $12.3M |
| Truist Financial Corp. | 0.02% | Reduce -15.0% | 92,696 | $12.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -60.8% | 92,643 | $12.2M |
| Concurrent Investment Advisors, LLC | 0.36% | Reduce -0.6% | 92,379 | $12.2M |
| Goldstone Financial Group, LLC | 2.10% | Add +8.1% | 91,570 | $12.1M |
| Captrust Financial Advisors | 0.04% | Reduce -13.7% | 90,772 | $12.0M |
| Brio Consultants, LLC | 1.90% | Add +7.4% | 90,535 | $11.9M |
| OneDigital Investment Advisors LLC | 0.14% | Reduce -0.1% | 90,030 | $11.9M |
| Financial Council, LLC | 6.10% | Reduce -0.8% | 88,705 | $11.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +0.5% | 87,983 | $11.6M |
| Founders Financial Securities LLC | 0.99% | Reduce -6.7% | 81,188 | $10.7M |
| Horizon Investments, LLC | 0.28% | Reduce -6.3% | 80,525 | $10.6M |
"% 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.