iShares Core S&P U.S. GrowthIUSGETF
13F holders, Q4 2024 (December 31)777holders +81
64new positions
32sold out
4famous investors
$139.06avg. 13F price*
At the end of Q4 2024, 777 institutions reported holding iShares Core S&P U.S. Growth (IUSG) in their 13F filings, up 81 from Q3 2024. 64 opened new positions and 32 sold out. The largest holders were Bank of America Corp. ($5.5B), LPL Financial LLC ($2.1B) and Morgan Stanley ($1.8B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $31.6M |
| Exits | 32 | $25.7M |
All 13F filers, Q3 2024 → Q4 2024: 3,263,157 shares bought and 3,207,944 shares sold, net +55,213 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 777 holders
| Bank of America Corp. | 0.51% | Add +0.7% | 39,498,165 | $5.5B |
| LPL Financial LLC | 0.87% | Add +2.9% | 15,302,362 | $2.1B |
| Morgan Stanley | 0.13% | Reduce -0.9% | 13,017,220 | $1.8B |
| Jones Financial Companies LLLP | 0.83% | Reduce -11.1% | 6,294,142 | $877.1M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -5.9% | 2,032,936 | $283.3M |
| Blue Trust, Inc. | 3.45% | Add +32.6% | 1,933,528 | $269.4M |
| JPMorgan Chase & Co. | 0.02% | Add +7.1% | 1,434,056 | $199.8M |
| Commonwealth Equity Services, LLC | 0.28% | Add +1.7% | 1,357,596 | $189.2M |
| UBS Group AG | 0.04% | Reduce -1.1% | 1,292,526 | $180.1M |
| Raymond James Financial Inc. | 0.07% | — | 1,270,791 | $177.1M |
| Wells Fargo & Company | 0.04% | Add +7.1% | 1,110,168 | $154.7M |
| Kestra Investment Management, LLC | 4.79% | Add +4.0% | 874,688 | $121.9M |
| Royal Bank of Canada | 0.03% | Add +15.6% | 870,946 | $121.4M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -2.0% | 774,031 | $107.9M |
| FMR LLC | 0.01% | Reduce -0.8% | 727,556 | $101.8M |
| Facet Wealth, Inc. | 2.66% | Reduce -34.7% | 697,548 | $100.1M |
| Ameriprise Financial Inc. | 0.03% | Add +5.0% | 711,488 | $99.3M |
| Citizens Financial Group Inc. | 1.81% | Reduce -1.8% | 666,587 | $92.9M |
| Benjamin Edwards Inc. | 1.24% | Add +3.6% | 620,671 | $86.5M |
| HighTower Advisors, LLC | 0.11% | Add +3.3% | 580,196 | $80.9M |
| Merit Financial Group, LLC | 1.31% | Add +8.2% | 523,864 | $73.0M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +1.5% | 519,176 | $72.3M |
| Osaic Holdings, Inc. | 0.15% | Add +13.9% | 473,036 | $65.9M |
| Legacy Financial Group LLC | 10.58% | Reduce -4.8% | 469,146 | $65.4M |
| Natixis Advisors, LLC | 0.11% | Add +28.3% | 423,735 | $59.0M |
| Tennessee Valley Asset Management Partners | 9.15% | Reduce -4.2% | 392,339 | $54.7M |
| Madison Wealth Partners, Inc | 15.17% | Add +14.1% | 389,481 | $54.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -33.0% | 372,203 | $51.9M |
| Cetera Investment Advisers | 0.11% | Add +0.7% | 372,003 | $51.8M |
| Allworth Financial LP | 0.28% | Reduce -7.3% | 347,401 | $50.6M |
| Cardinal Strategic Wealth Guidance | 15.28% | Reduce -1.6% | 344,137 | $48.0M |
| Tanglewood Legacy Advisors, LLC | 19.75% | Reduce -0.1% | 331,602 | $46.2M |
| Blair William & Co. | 0.13% | Add +29.5% | 315,397 | $44.0M |
| CX Institutional | 1.63% | Add +18.6% | 294,271 | $41.0M |
| DDFG, Inc | 10.82% | Add +1.1% | 269,069 | $37.5M |
| Aurdan Capital Management, LLC | 14.30% | — | 267,420 | $37.3M |
| Veracity Capital LLC | 13.50% | Add +2.7% | 266,236 | $37.1M |
| Equitable Holdings, Inc. | 0.35% | Add +6.2% | 264,891 | $36.9M |
| Howe & Rusling Inc. | 3.03% | Add +5.0% | 251,869 | $35.1M |
| Hilltop Wealth Advisors, LLC | 16.93% | Reduce -1.3% | 240,338 | $33.5M |
| Sandy Spring Bank | 1.32% | Reduce -4.5% | 233,511 | $32.5M |
| Charles Schwab Trust Co | 2.79% | Reduce -9.0% | 232,863 | $32.4M |
| Modera Wealth Management, LLC | 0.38% | Reduce -0.3% | 227,598 | $31.7M |
| Edge Capital Group, LLC | 1.41% | Reduce -1.9% | 226,677 | $31.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -5.7% | 225,594 | $31.4M |
| Spire Wealth Management | 0.90% | Add +52.1% | 207,999 | $29.0M |
| MML Investors Services, LLC | 0.10% | Reduce -15.8% | 206,709 | $28.8M |
| FIL Ltd | 0.03% | Add +36877.6% | 201,158 | $28.1M |
| Private Advisor Group, LLC | 0.16% | Add +2.0% | 201,364 | $28.1M |
| Avantax Advisory Services, Inc. | 0.18% | Add +1.1% | 200,126 | $27.9M |
| Focus Partners Wealth | 0.07% | Reduce -3.6% | 194,763 | $27.4M |
| Strategies Wealth Advisors, LLC | 3.37% | Reduce -3.5% | 186,640 | $27.0M |
| Petix & Botte Co | 7.03% | Reduce -26.0% | 191,759 | $26.7M |
| Sanctuary Advisors, LLC | 0.17% | Add +0.1% | 185,185 | $26.6M |
| Cutler Investment Counsel LLC | 3.25% | Add +3.4% | 187,288 | $26.1M |
| Kestra Advisory Services, LLC | 0.14% | Add +51.4% | 186,252 | $26.0M |
| Doliver Advisors, LP | 7.16% | Reduce -14.7% | 184,986 | $25.8M |
| Aspen Wealth Management LLC | 7.36% | Add +12.1% | 178,228 | $24.8M |
| Mascoma Wealth Management LLC | 6.14% | Reduce -3.8% | 175,369 | $24.4M |
| ForthRight Wealth Management, LLC | 8.05% | Reduce -2.3% | 173,367 | $24.2M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +6.9% | 169,080 | $23.6M |
| Baird Financial Group, Inc. | 0.04% | Add +1.5% | 163,346 | $22.8M |
| BlackRock, Inc. | 0.00% | Reduce -28.7% | 155,744 | $21.7M |
| Corient Private Wealth LP | 0.04% | Reduce -71.0% | 156,477 | $21.6M |
| Valmark Advisers, Inc. | 0.33% | Add +54.8% | 153,330 | $21.4M |
| Financial Advocates Investment Management | 1.16% | Add +2.1% | 146,093 | $20.4M |
| Atria Investments, Inc | 0.25% | Reduce -4.3% | 144,517 | $20.1M |
| Principal Securities, Inc. | 0.44% | Add +1.6% | 140,087 | $19.5M |
| Gallagher Fiduciary Advisors, LLC | 3.76% | Reduce -1.2% | 137,751 | $19.2M |
| Integrated Wealth Concepts LLC | 0.22% | Reduce -4.9% | 133,910 | $18.7M |
| Hudock, Inc. | 3.25% | Reduce -0.9% | 133,702 | $18.6M |
| NBT Bank, N.A. | 1.23% | Add +6.2% | 127,196 | $17.7M |
| Stifel Financial Corp. | 0.02% | Add +2.2% | 125,639 | $17.5M |
| Rwa Wealth Partners, LLC | 0.21% | Reduce -7.8% | 122,867 | $17.1M |
| Voisard Asset Management Group, Inc. | 5.69% | Add +842.4% | 122,130 | $17.0M |
| Amplius Wealth Advisors, LLC | 1.71% | Add +1.1% | 119,827 | $16.7M |
| Elevation Wealth Partners, LLC | 7.03% | Add +0.6% | 119,420 | $16.6M |
| NorthStar Asset Management LLC | 10.43% | Add +3.3% | 117,463 | $16.4M |
| Vantage Financial Partners, LLC | 3.94% | Add +1.6% | 112,894 | $15.7M |
| Canvas Wealth Advisors, LLC | 3.84% | Add +2.0% | 109,744 | $15.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +5.5% | 104,044 | $14.5M |
| Richard W. Paul & Associates, LLC | 5.26% | Reduce -3.4% | 103,639 | $14.4M |
| Birchcreek Wealth Management, LLC | 8.98% | Reduce -1.5% | 102,608 | $14.3M |
| Rockefeller Capital Management L.P. | 0.04% | Add +7.4% | 102,108 | $14.2M |
| Savant Capital, LLC | 0.11% | Reduce -16.1% | 101,059 | $14.1M |
| Founders Financial Securities LLC | 1.21% | Add +18.2% | 95,931 | $13.4M |
| Goldstone Financial Group, LLC | 2.08% | Add +4.3% | 95,474 | $13.3M |
| Horizon Investments, LLC | 0.38% | Add +18.3% | 95,273 | $13.3M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +7.8% | 94,848 | $13.2M |
| Truist Financial Corp. | 0.02% | Add +1.8% | 94,324 | $13.1M |
| Concurrent Investment Advisors, LLC | 0.36% | Add +2.1% | 94,282 | $13.1M |
| RFG - Bristol Wealth Advisors, LLC | 4.30% | — | 93,930 | $13.1M |
| Brio Consultants, LLC | 2.03% | Add +3.0% | 93,291 | $13.0M |
| Fortress Financial Group, LLC | 12.92% | — | 93,251 | $13.0M |
| OneDigital Investment Advisors LLC | 0.15% | Add +2.8% | 92,512 | $12.9M |
| Ironwood Wealth Management, Inc. | 6.31% | Reduce -2.8% | 92,318 | $12.8M |
| PCA Investment Advisory Services Inc. | 5.90% | Reduce -5.1% | 91,479 | $12.7M |
| Roberts Financial Services LLC | 2.39% | Reduce -3.7% | 90,848 | $12.7M |
| United Capital Financial Advisors, LLC | 0.11% | Reduce -3.8% | 89,784 | $12.5M |
| Financial Council, LLC | 6.35% | Reduce -0.4% | 88,389 | $12.3M |
"% 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.