iShares Core S&P U.S. GrowthIUSGETF
13F holders, Q3 2025 (September 30)821holders +26
67new positions
38sold out
6famous investors
$164.65avg. 13F price*
At the end of Q3 2025, 821 institutions reported holding iShares Core S&P U.S. Growth (IUSG) in their 13F filings, up 26 from Q2 2025. 67 opened new positions and 38 sold out. The largest holders were Bank of America Corp. ($6.9B), LPL Financial LLC ($2.3B) and Morgan Stanley ($2.3B). 6 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $94.9M |
| Exits | 38 | $104.0M |
All 13F filers, Q2 2025 → Q3 2025: 2,528,297 shares bought and 4,889,922 shares sold, net −2,361,625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 821 holders
| Bank of America Corp. | 0.51% | Reduce -4.2% | 41,653,716 | $6.9B |
| LPL Financial LLC | 0.67% | Add +2.9% | 14,033,355 | $2.3B |
| Morgan Stanley | 0.14% | Reduce -0.2% | 14,020,198 | $2.3B |
| Jones Financial Companies LLLP | 0.58% | Reduce -15.1% | 5,232,290 | $854.8M |
| Envestnet Asset Management Inc. | 0.11% | Add +9.8% | 2,250,952 | $370.4M |
| Blue Trust, Inc. | 3.54% | Reduce -3.0% | 1,916,000 | $315.3M |
| JPMorgan Chase & Co. | 0.02% | Add +6.4% | 1,606,944 | $264.4M |
| Merit Financial Group, LLC | 2.14% | Reduce -8.3% | 1,412,197 | $232.4M |
| Raymond James Financial Inc. | 0.07% | Reduce -0.0% | 1,315,663 | $216.5M |
| UBS Group AG | 0.04% | Reduce -5.3% | 1,196,300 | $196.8M |
| Commonwealth Equity Services, LLC | 0.25% | Reduce -3.3% | 1,150,148 | $189.2M |
| Wells Fargo & Company | 0.04% | Reduce -2.9% | 1,081,133 | $177.9M |
| Royal Bank of Canada | 0.03% | Add +2.1% | 1,055,114 | $173.6M |
| PNC Financial Services Group, Inc. | 0.09% | Add +10.3% | 865,743 | $142.4M |
| Kestra Investment Management, LLC | 3.56% | Add +8.6% | 805,325 | $132.5M |
| Natixis Advisors, LLC | 0.19% | Add +12.4% | 772,818 | $127.2M |
| Facet Wealth, Inc. | 2.48% | Add +2.9% | 727,931 | $119.8M |
| FMR LLC | 0.01% | Reduce -1.1% | 700,410 | $115.2M |
| Benjamin Edwards Inc. | 1.26% | Add +3.3% | 677,124 | $111.4M |
| Cetera Investment Advisers | 0.12% | Add +50.4% | 625,090 | $102.9M |
| HighTower Advisors, LLC | 0.11% | Add +0.3% | 568,434 | $93.5M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +1.6% | 505,397 | $83.2M |
| Citizens Financial Group Inc. | 1.07% | Reduce -1.6% | 475,926 | $78.3M |
| Ameriprise Financial Inc. | 0.02% | Add +1.4% | 465,894 | $76.8M |
| Allworth Financial LP | 0.33% | Reduce -3.2% | 446,824 | $73.5M |
| Osaic Holdings, Inc. | 0.10% | Add +1.0% | 447,507 | $70.9M |
| Madison Wealth Partners, Inc | 12.79% | Reduce -3.7% | 392,985 | $64.7M |
| FIL Ltd | 0.05% | Reduce -10.6% | 367,610 | $60.5M |
| Modera Wealth Management, LLC | 0.70% | Reduce -3.8% | 365,243 | $60.1M |
| Legacy Financial Group LLC | 7.72% | Reduce -0.6% | 358,452 | $59.0M |
| CX Institutional | 1.79% | Reduce -22.4% | 357,572 | $58.8M |
| Principal Securities, Inc. | 0.95% | Add +14.4% | 348,963 | $57.4M |
| Tennessee Valley Asset Management Partners | 7.67% | New | 343,509 | $56.5M |
| Cardinal Strategic Wealth Guidance | 14.72% | Reduce -0.5% | 332,687 | $54.7M |
| Tanglewood Legacy Advisors, LLC | 20.28% | Add +1.6% | 319,082 | $52.5M |
| Howe & Rusling Inc. | 3.55% | Reduce -1.5% | 314,448 | $51.7M |
| Blair William & Co. | 0.13% | Add +9.6% | 300,707 | $49.5M |
| Aurdan Capital Management, LLC | 14.31% | Reduce -4.8% | 273,421 | $45.0M |
| Equitable Holdings, Inc. | 0.32% | Add +6.0% | 267,146 | $44.0M |
| DDFG, Inc | 10.02% | Reduce -0.0% | 263,764 | $43.4M |
| Corient Private Wealth LP | 0.07% | Add +13.8% | 261,173 | $43.0M |
| Veracity Capital LLC | 13.34% | Add +2.4% | 252,005 | $41.5M |
| Charles Schwab Trust Co | 2.80% | Add +0.1% | 250,547 | $41.2M |
| Hilltop Wealth Advisors, LLC | 20.70% | Add +0.1% | 241,374 | $39.7M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Reduce -2.1% | 235,892 | $38.8M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.5% | 233,904 | $38.5M |
| Private Advisor Group, LLC | 0.17% | Add +4.1% | 213,270 | $35.1M |
| Atlantic Union Bankshares Corp | 0.66% | Reduce -4.6% | 212,756 | $35.0M |
| Valmark Advisers, Inc. | 0.44% | Reduce -0.1% | 204,385 | $33.6M |
| SCS Capital Management LLC | 0.37% | Reduce -6.5% | 203,954 | $33.6M |
| Aspen Wealth Management LLC | 7.35% | Reduce -1.7% | 201,262 | $33.1M |
| Kestra Advisory Services, LLC | 0.15% | Add +16.6% | 200,947 | $33.1M |
| Cutler Investment Counsel LLC | 3.40% | Add +2.0% | 197,105 | $32.4M |
| MML Investors Services, LLC | 0.09% | Reduce -6.7% | 197,015 | $32.4M |
| Voisard Asset Management Group, Inc. | 7.38% | Add +7.2% | 193,691 | $31.9M |
| Strategies Wealth Advisors, LLC | 3.10% | Reduce -11.5% | 181,327 | $29.8M |
| Focus Partners Wealth | 0.05% | Reduce -3.0% | 180,704 | $29.7M |
| ForthRight Wealth Management, LLC | 8.60% | Reduce -0.7% | 179,898 | $29.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -21.4% | 170,729 | $28.1M |
| Waldron Private Wealth LLC | 1.11% | Reduce -8.2% | 166,664 | $27.4M |
| Sanctuary Advisors, LLC | 0.15% | Add +8.7% | 154,575 | $25.4M |
| Petix & Botte Co | 5.61% | Reduce -7.5% | 147,657 | $24.3M |
| Atria Investments, Inc | 0.28% | Add +0.8% | 146,652 | $24.1M |
| Spire Wealth Management | 0.81% | Reduce -6.3% | 144,879 | $23.8M |
| Hudock, Inc. | 3.49% | Reduce -2.3% | 139,805 | $23.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +25.1% | 139,409 | $22.9M |
| Curi Capital, LLC | 0.41% | Add +138.0% | 135,752 | $22.3M |
| Stifel Financial Corp. | 0.02% | Add +0.5% | 135,258 | $22.3M |
| Doliver Advisors, LP | 5.73% | Reduce -4.2% | 134,622 | $22.2M |
| NBT Bank, N.A. | 1.42% | Reduce -99.9% | 165 | $21.8M |
| Integrated Wealth Concepts LLC | 0.19% | Add +3.1% | 131,863 | $21.7M |
| Rockefeller Capital Management L.P. | 0.04% | Add +5.2% | 130,345 | $21.4M |
| NorthStar Asset Management LLC | 10.24% | Add +2.3% | 130,009 | $21.4M |
| Allianz Asset Management GmbH | 0.03% | Add +7.6% | 127,995 | $21.1M |
| Mascoma Wealth Management LLC | 4.45% | Reduce -2.2% | 122,569 | $20.2M |
| Elevation Wealth Partners, LLC | 7.21% | Add +0.9% | 121,754 | $20.0M |
| Birchcreek Wealth Management, LLC | 10.24% | Add +2.8% | 120,474 | $19.8M |
| Rwa Wealth Partners, LLC | 0.22% | Reduce -0.3% | 116,472 | $19.2M |
| Founders Financial Securities LLC | 1.21% | Add +11.3% | 108,508 | $17.9M |
| Goldstone Financial Group, LLC | 2.11% | Add +4.0% | 108,178 | $17.8M |
| Empowered Funds, LLC | 0.18% | New | 108,123 | $17.8M |
| Horizon Investments, LLC | 0.23% | Add +12.0% | 107,845 | $17.7M |
| Concurrent Investment Advisors, LLC | 0.30% | Add +3.6% | 105,677 | $17.4M |
| Roberts Financial Services LLC | 5.54% | Reduce -13.1% | 104,237 | $17.2M |
| Truist Financial Corp. | 0.02% | Add +11.9% | 103,355 | $17.0M |
| Canvas Wealth Advisors, LLC | 3.04% | Reduce -9.3% | 101,252 | $16.7M |
| PCA Investment Advisory Services Inc. | 6.13% | Add +8.4% | 100,729 | $16.6M |
| BlackRock, Inc. | 0.00% | Add +12.1% | 100,574 | $16.5M |
| Richard W. Paul & Associates, LLC | 5.59% | Add +0.2% | 99,604 | $16.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +2.0% | 91,515 | $15.1M |
| Fortress Financial Group, LLC | 11.52% | Add +1.2% | 91,347 | $15.0M |
| IHT Wealth Management, LLC | 0.37% | Add +3.4% | 89,607 | $14.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Reduce -2.5% | 89,550 | $14.7M |
| Financial Council, LLC | 6.31% | Reduce -0.2% | 86,408 | $14.2M |
| Vantage Financial Partners, LLC | 2.98% | Add +2.1% | 86,002 | $14.2M |
| Main Street Financial Solutions, LLC | 0.88% | Add +3.0% | 83,755 | $13.8M |
| Captrust Financial Advisors | 0.03% | Reduce -0.5% | 80,277 | $13.2M |
| Brio Consultants, LLC | 1.82% | Reduce -1.9% | 80,183 | $13.2M |
| Cosner Financial Group, LLC | 6.91% | Reduce -0.4% | 78,098 | $12.9M |
| Baird Financial Group, Inc. | 0.02% | Reduce -10.0% | 77,313 | $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.