iShares Core S&P U.S. GrowthIUSGETF
13F holders, Q1 2025 (March 31)751holders −26
52new positions
68sold out
4famous investors
$127.18avg. 13F price*
At the end of Q1 2025, 751 institutions reported holding iShares Core S&P U.S. Growth (IUSG) in their 13F filings, down 26 from Q4 2024. 52 opened new positions and 68 sold out. The largest holders were Bank of America Corp. ($5.5B), Morgan Stanley ($1.7B) and LPL Financial LLC ($1.7B). 4 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 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $58.9M |
| Exits | 68 | $68.4M |
All 13F filers, Q4 2024 → Q1 2025: 6,665,760 shares bought and 4,901,246 shares sold, net +1,764,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 751 holders
| Bank of America Corp. | 0.49% | Add +9.2% | 43,115,342 | $5.5B |
| Morgan Stanley | 0.12% | Add +4.4% | 13,586,821 | $1.7B |
| LPL Financial LLC | 0.65% | Reduce -14.5% | 13,079,412 | $1.7B |
| Jones Financial Companies LLLP | 0.69% | Reduce -3.2% | 6,092,014 | $773.8M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -0.8% | 2,017,592 | $256.4M |
| Blue Trust, Inc. | 3.07% | Reduce -2.5% | 1,885,240 | $239.6M |
| JPMorgan Chase & Co. | 0.01% | Add +5.9% | 1,518,967 | $193.0M |
| Commonwealth Equity Services, LLC | 0.26% | Add +4.5% | 1,418,831 | $180.3M |
| UBS Group AG | 0.04% | Reduce -1.7% | 1,270,448 | $161.4M |
| Raymond James Financial Inc. | 0.06% | Reduce -2.2% | 1,242,950 | $158.0M |
| Merit Financial Group, LLC | 2.14% | Add +114.0% | 1,120,919 | $142.4M |
| Wells Fargo & Company | 0.03% | Reduce -0.4% | 1,106,100 | $140.6M |
| Royal Bank of Canada | 0.03% | Add +8.6% | 946,059 | $120.2M |
| Kestra Investment Management, LLC | 2.13% | Reduce -0.6% | 869,695 | $110.5M |
| PNC Financial Services Group, Inc. | 0.05% | Add +1.6% | 786,284 | $99.9M |
| FMR LLC | 0.01% | Add +0.7% | 732,748 | $93.1M |
| Facet Wealth, Inc. | 2.31% | Reduce -3.9% | 670,701 | $89.2M |
| Natixis Advisors, LLC | 0.16% | Add +61.3% | 683,345 | $86.8M |
| Benjamin Edwards Inc. | 1.12% | Add +1.3% | 628,826 | $79.9M |
| Citizens Financial Group Inc. | 1.53% | Reduce -8.2% | 611,919 | $77.8M |
| HighTower Advisors, LLC | 0.10% | Reduce -4.5% | 554,293 | $70.4M |
| Osaic Holdings, Inc. | 0.14% | Add +7.7% | 509,224 | $64.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -38.7% | 436,228 | $64.0M |
| Independence Financial Advisors, LLC | 23.85% | — | 493,711 | $62.7M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -7.3% | 481,052 | $61.1M |
| Allworth Financial LP | 0.33% | Add +34.3% | 466,482 | $59.4M |
| Legacy Financial Group LLC | 9.02% | Reduce -1.7% | 461,280 | $58.6M |
| CX Institutional | 1.95% | Add +38.4% | 407,174 | $51.7M |
| Madison Wealth Partners, Inc | 12.24% | Add +0.2% | 390,148 | $49.6M |
| Cetera Investment Advisers | 0.09% | Add +2.9% | 382,782 | $48.6M |
| Tennessee Valley Asset Management Partners | 7.68% | Reduce -5.6% | 370,389 | $47.1M |
| Cardinal Strategic Wealth Guidance | 14.49% | Add +3.7% | 356,917 | $45.4M |
| Tanglewood Legacy Advisors, LLC | 17.54% | Reduce -5.0% | 315,003 | $40.0M |
| Aurdan Capital Management, LLC | 13.69% | Add +7.0% | 286,068 | $36.4M |
| Blair William & Co. | 0.10% | Reduce -13.2% | 273,700 | $34.8M |
| Howe & Rusling Inc. | 2.83% | Add +5.1% | 264,663 | $33.6M |
| DDFG, Inc | 9.31% | Reduce -1.7% | 264,390 | $33.6M |
| Equitable Holdings, Inc. | 0.30% | Reduce -6.6% | 247,461 | $31.4M |
| Modera Wealth Management, LLC | 0.41% | Add +3.7% | 235,919 | $30.0M |
| Charles Schwab Trust Co | 2.51% | Add +1.2% | 235,695 | $30.0M |
| Alliancebernstein L.P. | 0.01% | Add +3.9% | 234,376 | $29.8M |
| Sandy Spring Bank | 1.24% | Reduce -0.8% | 231,521 | $29.4M |
| Veracity Capital LLC | 11.46% | Reduce -13.8% | 229,584 | $29.2M |
| Hilltop Wealth Advisors, LLC | 16.41% | Reduce -4.8% | 228,672 | $29.1M |
| SCS Capital Management LLC | 0.36% | New | 225,166 | $28.6M |
| Avantax Advisory Services, Inc. | 0.16% | Add +6.1% | 212,302 | $27.0M |
| MML Investors Services, LLC | 0.09% | Add +2.1% | 211,004 | $26.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -43.6% | 209,837 | $26.7M |
| Private Advisor Group, LLC | 0.15% | Reduce -0.1% | 201,212 | $25.6M |
| Valmark Advisers, Inc. | 0.38% | Add +29.9% | 199,172 | $25.3M |
| Corient Private Wealth LP | 0.04% | Add +24.1% | 194,123 | $24.7M |
| Cutler Investment Counsel LLC | 2.94% | Add +2.9% | 192,679 | $24.5M |
| Aspen Wealth Management LLC | 6.93% | Add +8.1% | 192,596 | $24.5M |
| Spire Wealth Management | 0.77% | Reduce -8.5% | 190,314 | $24.2M |
| Strategies Wealth Advisors, LLC | 2.79% | Reduce -3.7% | 179,796 | $22.8M |
| Sanctuary Advisors, LLC | 0.16% | Reduce -3.2% | 179,199 | $22.8M |
| Focus Partners Wealth | 0.06% | Reduce -8.0% | 179,108 | $22.8M |
| ForthRight Wealth Management, LLC | 7.43% | Add +0.8% | 174,753 | $22.2M |
| Doliver Advisors, LP | 6.15% | Reduce -6.8% | 172,362 | $21.9M |
| Petix & Botte Co | 5.64% | Reduce -12.2% | 168,436 | $21.4M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -10.3% | 167,054 | $21.2M |
| Voisard Asset Management Group, Inc. | 6.07% | Add +33.9% | 163,518 | $20.8M |
| Principal Securities, Inc. | 0.44% | No change | 140,087 | $19.5M |
| Mascoma Wealth Management LLC | 4.76% | Reduce -14.3% | 150,312 | $19.1M |
| Atria Investments, Inc | 0.24% | Add +0.9% | 145,851 | $18.5M |
| Stifel Financial Corp. | 0.02% | Add +13.8% | 142,951 | $18.2M |
| Financial Advocates Investment Management | 1.25% | Add +6.2% | 155,130 | $17.8M |
| Gallagher Fiduciary Advisors, LLC | 0.58% | Add +1.0% | 139,140 | $17.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -19.8% | 135,611 | $17.2M |
| BlackRock, Inc. | 0.00% | Reduce -15.1% | 132,157 | $16.8M |
| NBT Bank, N.A. | 1.21% | Add +3.2% | 131,311 | $16.7M |
| Hudock, Inc. | 2.85% | Reduce -4.1% | 128,200 | $16.3M |
| Roberts Financial Services LLC | 3.04% | Add +35.8% | 123,329 | $15.7M |
| NorthStar Asset Management LLC | 9.65% | Add +3.4% | 121,437 | $15.4M |
| Elevation Wealth Partners, LLC | 6.58% | Add +0.1% | 119,512 | $15.2M |
| Amplius Wealth Advisors, LLC | 1.58% | Reduce -0.5% | 119,264 | $15.2M |
| Rwa Wealth Partners, LLC | 0.19% | Reduce -4.5% | 117,305 | $14.9M |
| Vantage Financial Partners, LLC | 3.68% | Add +3.2% | 116,551 | $14.8M |
| Birchcreek Wealth Management, LLC | 9.03% | Add +9.7% | 112,602 | $14.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +35.4% | 110,110 | $14.0M |
| Canvas Wealth Advisors, LLC | 3.39% | Reduce -0.5% | 109,161 | $13.2M |
| Goldstone Financial Group, LLC | 1.98% | Add +7.7% | 102,824 | $13.1M |
| Rockefeller Capital Management L.P. | 0.03% | Add +0.4% | 102,477 | $13.0M |
| Baird Financial Group, Inc. | 0.03% | Reduce -37.3% | 102,442 | $13.0M |
| Concurrent Investment Advisors, LLC | 0.32% | Add +8.0% | 101,842 | $12.9M |
| Integrated Wealth Concepts LLC | 0.15% | Reduce -24.4% | 101,262 | $12.9M |
| Richard W. Paul & Associates, LLC | 5.00% | Reduce -3.2% | 100,282 | $12.7M |
| Founders Financial Securities LLC | 1.06% | Add +1.6% | 97,475 | $12.6M |
| Fortress Financial Group, LLC | 12.22% | Add +3.3% | 96,297 | $12.2M |
| Horizon Investments, LLC | 0.36% | Add +0.3% | 95,511 | $12.1M |
| Truist Financial Corp. | 0.02% | Add +0.4% | 94,659 | $12.0M |
| PCA Investment Advisory Services Inc. | 6.35% | Add +3.4% | 94,571 | $12.0M |
| Brio Consultants, LLC | 1.88% | Add +0.9% | 94,130 | $12.0M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -11.9% | 91,679 | $11.7M |
| RFG - Bristol Wealth Advisors, LLC | 3.89% | Reduce -2.8% | 91,331 | $11.6M |
| OneDigital Investment Advisors LLC | 0.14% | Reduce -2.6% | 90,135 | $11.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Reduce -6.2% | 88,983 | $11.3M |
| Financial Council, LLC | 5.94% | Reduce -1.8% | 86,765 | $11.0M |
| Ironwood Wealth Management, Inc. | 5.74% | Reduce -2.0% | 90,461 | $11.0M |
| Savant Capital, LLC | 0.09% | Reduce -15.5% | 85,352 | $10.8M |
"% 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.