iShares Core S&P U.S. GrowthIUSGETF
13F holders, Q2 2025 (June 30)795holders +44
90new positions
49sold out
3famous investors
$150.40avg. 13F price*
At the end of Q2 2025, 795 institutions reported holding iShares Core S&P U.S. Growth (IUSG) in their 13F filings, up 44 from Q1 2025. 90 opened new positions and 49 sold out. The largest holders were Bank of America Corp. ($6.5B), Morgan Stanley ($2.1B) and LPL Financial LLC ($2.1B). 3 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 Cliff Asness (0.0% of AQR Capital 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $157.4M |
| Exits | 49 | $81.6M |
All 13F filers, Q1 2025 → Q2 2025: 5,166,226 shares bought and 2,434,080 shares sold, net +2,732,146 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 795 holders
| Bank of America Corp. | 0.53% | Add +0.8% | 43,464,067 | $6.5B |
| Morgan Stanley | 0.14% | Add +3.4% | 14,046,309 | $2.1B |
| LPL Financial LLC | 0.69% | Add +4.3% | 13,644,205 | $2.1B |
| Jones Financial Companies LLLP | 0.70% | Add +1.2% | 6,165,916 | $922.4M |
| Envestnet Asset Management Inc. | 0.09% | Add +1.6% | 2,049,968 | $308.3M |
| Blue Trust, Inc. | 3.50% | Add +4.8% | 1,975,369 | $297.1M |
| Merit Financial Group, LLC | 2.58% | Add +37.4% | 1,539,575 | $231.6M |
| JPMorgan Chase & Co. | 0.02% | Reduce -0.6% | 1,509,761 | $227.1M |
| Raymond James Financial Inc. | 0.07% | Add +5.9% | 1,315,986 | $197.9M |
| UBS Group AG | 0.04% | Reduce -0.6% | 1,262,661 | $189.9M |
| Commonwealth Equity Services, LLC | 0.24% | Reduce -16.1% | 1,189,933 | $179.0M |
| Wells Fargo & Company | 0.04% | Add +0.7% | 1,113,261 | $167.4M |
| Royal Bank of Canada | 0.03% | Add +9.2% | 1,033,479 | $155.4M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -0.2% | 785,030 | $118.1M |
| Kestra Investment Management, LLC | 3.38% | Reduce -14.7% | 741,665 | $111.5M |
| Facet Wealth, Inc. | 2.50% | Add +5.5% | 707,698 | $110.1M |
| FMR LLC | 0.01% | Reduce -3.3% | 708,298 | $106.8M |
| Natixis Advisors, LLC | 0.16% | Add +0.6% | 687,744 | $103.4M |
| Benjamin Edwards Inc. | 1.25% | Add +4.2% | 655,396 | $98.6M |
| HighTower Advisors, LLC | 0.11% | Add +2.3% | 566,920 | $85.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +3.4% | 497,380 | $74.8M |
| Citizens Financial Group Inc. | 1.17% | Reduce -20.9% | 483,873 | $72.8M |
| Allworth Financial LP | 0.33% | Reduce -1.1% | 461,503 | $69.4M |
| CX Institutional | 2.42% | Add +13.1% | 460,475 | $69.3M |
| Ameriprise Financial Inc. | 0.02% | Add +5.3% | 459,398 | $68.9M |
| Osaic Holdings, Inc. | 0.12% | Reduce -13.0% | 443,179 | $66.7M |
| Cetera Investment Advisers | 0.11% | Add +8.6% | 415,652 | $62.5M |
| FIL Ltd | 0.05% | New | 411,058 | $62.0M |
| Madison Wealth Partners, Inc | 13.40% | Add +4.6% | 408,133 | $61.4M |
| Modera Wealth Management, LLC | 0.71% | Add +60.8% | 379,455 | $57.1M |
| Two Sigma Investments, LP | 0.11% | Add +1107.6% | 376,700 | $56.7M |
| Legacy Financial Group LLC | 7.57% | Reduce -21.8% | 360,731 | $54.3M |
| Cardinal Strategic Wealth Guidance | 14.51% | Reduce -6.3% | 334,365 | $50.3M |
| Howe & Rusling Inc. | 3.55% | Add +20.6% | 319,095 | $48.0M |
| Tanglewood Legacy Advisors, LLC | 19.37% | Reduce -0.3% | 313,990 | $47.2M |
| Principal Securities, Inc. | 0.86% | Add +117.7% | 304,934 | $45.9M |
| Aurdan Capital Management, LLC | 14.71% | Add +0.3% | 287,044 | $43.2M |
| Blair William & Co. | 0.11% | Add +0.3% | 274,436 | $41.3M |
| DDFG, Inc | 9.98% | Reduce -0.2% | 263,827 | $39.7M |
| Equitable Holdings, Inc. | 0.31% | Add +1.8% | 251,899 | $37.9M |
| Charles Schwab Trust Co | 2.83% | Add +6.2% | 250,337 | $37.7M |
| Veracity Capital LLC | 12.85% | Add +7.2% | 246,106 | $37.0M |
| Hilltop Wealth Advisors, LLC | 20.37% | Add +5.4% | 241,047 | $36.3M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +77.6% | 240,886 | $36.2M |
| Alliancebernstein L.P. | 0.01% | Add +1.3% | 237,423 | $35.7M |
| Corient Private Wealth LP | 0.05% | Add +18.3% | 229,570 | $34.5M |
| Atlantic Union Bankshares Corp | 0.77% | Add +9508.6% | 223,016 | $33.5M |
| SCS Capital Management LLC | 0.36% | Reduce -3.2% | 218,023 | $32.8M |
| Bank of New York Mellon Corp | 0.01% | Add +3.5% | 217,106 | $32.7M |
| MML Investors Services, LLC | 0.09% | Add +0.1% | 211,254 | $31.8M |
| Avantax Advisory Services, Inc. | 0.17% | Reduce -1.2% | 209,690 | $31.5M |
| Strategies Wealth Advisors, LLC | 3.37% | Add +13.9% | 204,805 | $30.8M |
| Private Advisor Group, LLC | 0.17% | Add +1.8% | 204,783 | $30.8M |
| Aspen Wealth Management LLC | 7.64% | Add +6.3% | 204,668 | $30.8M |
| Valmark Advisers, Inc. | 0.43% | Add +2.7% | 204,582 | $30.8M |
| Cutler Investment Counsel LLC | 3.23% | Add +0.3% | 193,251 | $29.1M |
| Focus Partners Wealth | 0.06% | Add +4.0% | 186,289 | $28.0M |
| Waldron Private Wealth LLC | 1.19% | New | 181,518 | $27.3M |
| ForthRight Wealth Management, LLC | 8.49% | Add +3.6% | 181,076 | $27.2M |
| Voisard Asset Management Group, Inc. | 7.00% | Add +10.5% | 180,630 | $27.2M |
| Kestra Advisory Services, LLC | 0.13% | Add +3.1% | 172,260 | $25.9M |
| Petix & Botte Co | 5.89% | Reduce -5.3% | 159,573 | $24.0M |
| Spire Wealth Management | 0.80% | Reduce -18.7% | 154,672 | $22.3M |
| Atria Investments, Inc | 0.26% | Reduce -0.3% | 145,409 | $21.9M |
| Hudock, Inc. | 3.46% | Add +11.6% | 143,128 | $21.5M |
| Sanctuary Advisors, LLC | 0.13% | Reduce -20.7% | 142,161 | $21.4M |
| Gallagher Fiduciary Advisors, LLC | 0.82% | Add +1.3% | 140,984 | $21.2M |
| Doliver Advisors, LP | 5.79% | Reduce -18.4% | 140,579 | $21.1M |
| Financial Advocates Investment Management | 1.70% | Reduce -10.8% | 138,416 | $20.8M |
| Stifel Financial Corp. | 0.02% | Reduce -5.9% | 134,543 | $20.2M |
| NBT Bank, N.A. | 1.36% | Add +0.6% | 132,102 | $19.9M |
| Integrated Wealth Concepts LLC | 0.19% | Add +26.3% | 127,918 | $19.2M |
| NorthStar Asset Management LLC | 10.08% | Add +4.7% | 127,084 | $19.1M |
| Mascoma Wealth Management LLC | 4.38% | Reduce -16.6% | 125,372 | $18.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +20.9% | 123,910 | $18.6M |
| Elevation Wealth Partners, LLC | 7.17% | Add +1.0% | 120,719 | $18.2M |
| Roberts Financial Services LLC | 6.22% | Reduce -2.7% | 119,962 | $18.0M |
| Allianz Asset Management GmbH | 0.02% | Add +2453.2% | 118,980 | $17.9M |
| Amplius Wealth Advisors, LLC | 1.66% | Reduce -0.5% | 118,677 | $17.8M |
| Birchcreek Wealth Management, LLC | 9.98% | Add +4.1% | 117,182 | $17.6M |
| Rwa Wealth Partners, LLC | 0.22% | Reduce -0.4% | 116,843 | $17.6M |
| Canvas Wealth Advisors, LLC | 3.43% | Add +2.2% | 111,591 | $17.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.2% | 111,443 | $16.8M |
| Goldstone Financial Group, LLC | 2.08% | Add +1.1% | 103,992 | $15.8M |
| Concurrent Investment Advisors, LLC | 0.30% | Add +0.2% | 102,024 | $15.3M |
| Richard W. Paul & Associates, LLC | 5.41% | Reduce -0.9% | 99,410 | $15.0M |
| Founders Financial Securities LLC | 1.11% | Reduce -0.0% | 97,455 | $14.7M |
| Horizon Investments, LLC | 0.23% | Add +0.8% | 96,301 | $14.5M |
| RFG - Bristol Wealth Advisors, LLC | 4.40% | Add +3.3% | 94,346 | $14.2M |
| PCA Investment Advisory Services Inc. | 5.89% | Reduce -1.7% | 92,962 | $14.0M |
| Truist Financial Corp. | 0.02% | Reduce -2.4% | 92,378 | $13.9M |
| Kayne Anderson Rudnick Investment Management LLC | 0.03% | Add +3.2% | 91,829 | $13.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -2.1% | 89,745 | $13.6M |
| Fortress Financial Group, LLC | 11.50% | Reduce -6.3% | 90,239 | $13.6M |
| BlackRock, Inc. | 0.00% | Reduce -32.1% | 89,753 | $13.5M |
| Ironwood Wealth Management, Inc. | 6.28% | Reduce -2.1% | 88,520 | $13.3M |
| IHT Wealth Management, LLC | 0.36% | Add +5.9% | 86,636 | $13.0M |
| Financial Council, LLC | 6.28% | Reduce -0.3% | 86,546 | $13.0M |
| Baird Financial Group, Inc. | 0.02% | Reduce -16.1% | 85,913 | $12.9M |
| Vantage Financial Partners, LLC | 2.93% | Reduce -27.7% | 84,265 | $12.7M |
"% 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.