iShares Core S&P U.S. GrowthIUSGETF
13F holders, Q4 2025 (December 31)882holders +61
60new positions
37sold out
5famous investors
$167.86avg. 13F price*
At the end of Q4 2025, 882 institutions reported holding iShares Core S&P U.S. Growth (IUSG) in their 13F filings, up 61 from Q3 2025. 60 opened new positions and 37 sold out. The largest holders were Bank of America Corp. ($7.3B), LPL Financial LLC ($2.4B) and Morgan Stanley ($2.4B). 5 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $38.5M |
| Exits | 37 | $39.1M |
All 13F filers, Q3 2025 → Q4 2025: 5,040,393 shares bought and 1,530,017 shares sold, net +3,510,376 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 882 holders
| Bank of America Corp. | 0.53% | Add +4.5% | 43,507,215 | $7.3B |
| LPL Financial LLC | 0.65% | Add +1.4% | 14,224,602 | $2.4B |
| Morgan Stanley | 0.14% | Reduce -0.1% | 14,005,357 | $2.4B |
| Jones Financial Companies LLLP | 0.55% | Add +2.4% | 5,355,686 | $899.5M |
| Envestnet Asset Management Inc. | 0.11% | Add +2.4% | 2,303,749 | $386.9M |
| Blue Trust, Inc. | 3.55% | Reduce -2.4% | 1,870,642 | $314.2M |
| Merit Financial Group, LLC | 2.19% | Add +15.2% | 1,626,452 | $273.1M |
| JPMorgan Chase & Co. | 0.02% | Add +0.9% | 1,621,371 | $272.3M |
| Raymond James Financial Inc. | 0.08% | Add +10.4% | 1,452,646 | $244.0M |
| UBS Group AG | 0.04% | Add +0.2% | 1,198,241 | $201.2M |
| Wells Fargo & Company | 0.04% | Add +7.3% | 1,159,832 | $194.8M |
| Kestra Investment Management, LLC | 4.65% | Add +40.5% | 1,131,808 | $190.1M |
| Royal Bank of Canada | 0.03% | Add +1.8% | 1,074,415 | $180.4M |
| Commonwealth Equity Services, LLC | 0.24% | Reduce -8.6% | 1,051,235 | $176.5M |
| PNC Financial Services Group, Inc. | 0.09% | Add +16.1% | 1,005,357 | $168.8M |
| Natixis Advisors, LLC | 0.22% | Add +21.6% | 939,473 | $157.8M |
| Facet Wealth, Inc. | 2.35% | Add +6.2% | 773,302 | $132.7M |
| Benjamin Edwards Inc. | 1.32% | Add +5.2% | 712,182 | $119.6M |
| FMR LLC | 0.01% | Reduce -2.0% | 686,399 | $116.1M |
| Cetera Investment Advisers | 0.11% | Reduce -1.5% | 615,595 | $103.4M |
| HighTower Advisors, LLC | 0.10% | Add +0.6% | 571,921 | $96.0M |
| Citizens Financial Group Inc. | 1.05% | Reduce -1.8% | 467,252 | $78.5M |
| SHP Wealth Management | 6.09% | — | 466,387 | $78.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.1% | 460,641 | $77.4M |
| Allworth Financial LP | 0.30% | Reduce -3.4% | 431,822 | $72.5M |
| Blair William & Co. | 0.19% | Add +39.6% | 419,694 | $70.5M |
| Madison Wealth Partners, Inc | 12.30% | Add +2.1% | 401,259 | $67.4M |
| Osaic Holdings, Inc. | 0.10% | Reduce -10.9% | 398,510 | $67.0M |
| Corient Private Wealth LP | 0.08% | Add +35.5% | 353,947 | $59.5M |
| Tennessee Valley Asset Management Partners | 7.69% | Add +2.8% | 353,247 | $59.3M |
| Modera Wealth Management, LLC | 0.67% | Reduce -5.0% | 347,160 | $58.3M |
| CX Institutional | 1.72% | Reduce -3.9% | 343,577 | $57.7M |
| Cardinal Strategic Wealth Guidance | 14.68% | Add +0.6% | 334,528 | $56.2M |
| Legacy Financial Group LLC | 6.87% | Reduce -5.5% | 338,551 | $55.6M |
| Tanglewood Legacy Advisors, LLC | 20.50% | Add +1.9% | 325,119 | $54.6M |
| Howe & Rusling Inc. | 3.58% | Add +2.6% | 322,597 | $54.2M |
| Principal Securities, Inc. | 0.80% | Reduce -12.1% | 306,857 | $51.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -42.9% | 288,381 | $48.4M |
| Equitable Holdings, Inc. | 0.32% | Add +3.5% | 276,433 | $46.4M |
| Aurdan Capital Management, LLC | 14.21% | Add +0.4% | 274,409 | $46.1M |
| DDFG, Inc | 9.83% | Add +1.4% | 267,464 | $44.9M |
| Veracity Capital LLC | 12.71% | Add +1.3% | 255,176 | $42.9M |
| Charles Schwab Trust Co | 2.70% | Reduce -2.5% | 244,347 | $41.0M |
| Hilltop Wealth Advisors, LLC | 20.12% | Reduce -1.2% | 238,577 | $40.1M |
| Alliancebernstein L.P. | 0.01% | Add +0.8% | 235,813 | $39.6M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -2.6% | 229,766 | $38.6M |
| Bleakley Financial Group, LLC | 0.67% | Add +2061.6% | 228,719 | $38.4M |
| Kestra Advisory Services, LLC | 0.16% | Add +11.5% | 224,006 | $37.6M |
| Curi Capital, LLC | 0.63% | Add +58.9% | 215,771 | $36.2M |
| Private Advisor Group, LLC | 0.17% | Reduce -0.9% | 211,236 | $35.5M |
| SCS Capital Management LLC | 0.37% | Add +0.9% | 205,706 | $34.5M |
| Atlantic Union Bankshares Corp | 0.64% | Reduce -3.8% | 204,667 | $34.4M |
| Voisard Asset Management Group, Inc. | 7.28% | Add +3.6% | 200,766 | $33.7M |
| Valmark Advisers, Inc. | 0.41% | Reduce -2.8% | 198,616 | $33.4M |
| Aspen Wealth Management LLC | 6.98% | Reduce -1.6% | 198,031 | $33.3M |
| Cutler Investment Counsel LLC | 3.37% | Reduce -2.3% | 192,634 | $32.4M |
| Focus Partners Wealth | 0.03% | Add +0.1% | 180,842 | $30.4M |
| ForthRight Wealth Management, LLC | 8.50% | Reduce -2.1% | 176,125 | $29.6M |
| Rockefeller Capital Management L.P. | 0.05% | Add +34.6% | 175,404 | $29.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.08% | Add +95.8% | 175,299 | $29.4M |
| FIL Ltd | 0.02% | Reduce -52.7% | 173,794 | $29.4M |
| Strategies Wealth Advisors, LLC | 2.82% | Reduce -7.6% | 167,565 | $28.1M |
| Waldron Private Wealth LLC | 1.09% | Reduce -1.4% | 164,420 | $27.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.0% | 162,234 | $27.2M |
| Sanctuary Advisors, LLC | 0.14% | Reduce -0.0% | 154,541 | $26.0M |
| MML Investors Services, LLC | 0.06% | Reduce -22.2% | 153,275 | $25.7M |
| Alliance Private Wealth, LLC | 8.92% | — | 153,374 | $25.6M |
| Allianz Asset Management GmbH | 0.03% | Add +15.7% | 148,115 | $24.9M |
| Stifel Financial Corp. | 0.02% | Add +4.9% | 141,831 | $23.8M |
| Spire Wealth Management | 0.80% | Reduce -2.2% | 141,683 | $23.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.7% | 140,405 | $23.6M |
| Hudock, Inc. | 3.47% | Add +0.3% | 140,284 | $23.6M |
| NorthStar Asset Management LLC | 10.32% | Add +5.0% | 136,575 | $22.9M |
| Doliver Advisors, LP | 5.47% | Reduce -3.4% | 130,053 | $21.8M |
| Petix & Botte Co | 4.91% | Reduce -12.7% | 128,969 | $21.7M |
| Integrated Wealth Concepts LLC | 0.25% | Reduce -3.6% | 127,067 | $21.3M |
| NBT Bank, N.A. | 1.37% | Add +1.8% | 168 | $21.2M |
| Mascoma Wealth Management LLC | 4.32% | Reduce -2.2% | 119,831 | $20.1M |
| Clearbridge Investments, LLC | 0.02% | Add +5474.2% | 119,065 | $20.0M |
| Atria Investments, Inc | 0.23% | Reduce -19.1% | 118,654 | $19.9M |
| Birchcreek Wealth Management, LLC | 9.74% | Reduce -2.0% | 118,100 | $19.8M |
| United Capital Financial Advisors, LLC | 0.12% | Add +56.1% | 118,097 | $19.8M |
| Elevation Wealth Partners, LLC | 6.97% | Reduce -3.7% | 117,210 | $19.7M |
| Rwa Wealth Partners, LLC | 0.21% | Reduce -0.6% | 115,767 | $19.4M |
| Concurrent Investment Advisors, LLC | 0.22% | Add +7.9% | 113,980 | $19.1M |
| Goldstone Financial Group, LLC | 2.12% | Add +4.9% | 113,470 | $19.1M |
| Truist Financial Corp. | 0.03% | Add +8.2% | 111,860 | $18.8M |
| Founders Financial Securities LLC | 1.09% | Add +1.8% | 110,421 | $18.5M |
| Horizon Investments, LLC | 0.23% | Add +1.3% | 109,232 | $18.3M |
| Richard W. Paul & Associates, LLC | 5.75% | Add +3.5% | 103,133 | $17.3M |
| Roberts Financial Services LLC | 5.41% | Reduce -1.6% | 102,575 | $17.2M |
| Canvas Wealth Advisors, LLC | 2.88% | Reduce -0.3% | 100,956 | $17.0M |
| BlackRock, Inc. | 0.00% | Reduce -1.1% | 99,512 | $16.7M |
| PCA Investment Advisory Services Inc. | 5.62% | Reduce -5.1% | 95,636 | $16.1M |
| Win Advisors, Inc. | 6.77% | Add +428.9% | 94,933 | $15.9M |
| Fortress Financial Group, LLC | 11.48% | Add +1.4% | 92,617 | $15.6M |
| Captrust Financial Advisors | 0.03% | Add +9.8% | 88,167 | $14.8M |
| Vantage Financial Partners, LLC | 2.96% | Add +0.9% | 86,798 | $14.6M |
| Financial Council, LLC | 5.76% | Reduce -0.5% | 85,961 | $14.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -7.4% | 84,727 | $14.4M |
"% 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.