iShares Core S&P U.S. GrowthIUSGETF
13F holders, Q1 2026 (March 31)869holders −13
63new positions
69sold out
4famous investors
$154.94avg. 13F price*
At the end of Q1 2026, 869 institutions reported holding iShares Core S&P U.S. Growth (IUSG) in their 13F filings, down 13 from Q4 2025. 63 opened new positions and 69 sold out. The largest holders were Bank of America Corp. ($8.2B), Morgan Stanley ($2.3B) and LPL Financial LLC ($2.2B). 4 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $130.8M |
| Exits | 69 | $96.8M |
All 13F filers, Q4 2025 → Q1 2026: 15,866,458 shares bought and 2,745,407 shares sold, net +13,121,051 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 869 holders
| Bank of America Corp. | 0.60% | Add +21.3% | 52,774,558 | $8.2B |
| Morgan Stanley | 0.14% | Add +3.9% | 14,545,035 | $2.3B |
| LPL Financial LLC | 0.59% | Add +1.1% | 14,379,337 | $2.2B |
| Jones Financial Companies LLLP | 0.49% | Add +25.9% | 6,741,171 | $1.0B |
| Envestnet Asset Management Inc. | 0.12% | Add +24.5% | 2,868,030 | $444.9M |
| Merit Financial Group, LLC | 2.25% | Add +20.1% | 1,954,232 | $303.1M |
| Blue Trust, Inc. | 3.32% | Reduce -0.2% | 1,867,421 | $289.7M |
| JPMorgan Chase & Co. | 0.02% | Reduce -2.9% | 1,574,489 | $234.8M |
| Raymond James Financial Inc. | 0.07% | Reduce -1.6% | 1,428,813 | $221.6M |
| UBS Group AG | 0.04% | Add +14.2% | 1,367,788 | $212.2M |
| Natixis Advisors, LLC | 0.29% | Add +43.3% | 1,346,436 | $208.8M |
| Royal Bank of Canada | 0.04% | Add +13.6% | 1,220,118 | $189.3M |
| Kestra Investment Management, LLC | 3.03% | Add +0.2% | 1,133,813 | $175.9M |
| Wells Fargo & Company | 0.04% | Reduce -2.4% | 1,132,394 | $175.6M |
| PNC Financial Services Group, Inc. | 0.10% | Add +10.8% | 1,114,250 | $172.8M |
| Facet Wealth, Inc. | 2.19% | Add +5.3% | 813,996 | $126.3M |
| Benjamin Edwards Inc. | 1.21% | Add +10.6% | 787,337 | $122.1M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -26.1% | 776,775 | $120.5M |
| FMR LLC | 0.01% | Add +1.4% | 696,328 | $108.0M |
| Cetera Investment Advisers | 0.11% | Add +3.6% | 638,079 | $99.0M |
| SHP Wealth Management | 5.81% | Add +6.5% | 496,636 | $77.0M |
| Blair William & Co. | 0.21% | Add +14.0% | 478,278 | $74.2M |
| HighTower Advisors, LLC | 0.08% | Reduce -18.7% | 465,118 | $72.1M |
| Citizens Financial Group Inc. | 0.97% | Reduce -3.8% | 449,559 | $69.7M |
| Corient Private Wealth LP | 0.10% | Add +25.3% | 443,651 | $68.9M |
| Allworth Financial LP | 0.27% | Reduce -0.2% | 431,049 | $66.9M |
| Madison Wealth Partners, Inc | 10.16% | Add +2.3% | 410,554 | $63.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -14.6% | 393,461 | $61.0M |
| Osaic Holdings, Inc. | 0.09% | Reduce -4.9% | 378,854 | $58.8M |
| Modera Wealth Management, LLC | 0.65% | Add +1.5% | 352,325 | $54.6M |
| Legacy Financial Group LLC | 6.64% | Add +0.5% | 340,350 | $52.8M |
| Cardinal Strategic Wealth Guidance | 13.88% | Add +1.4% | 339,219 | $52.6M |
| Howe & Rusling Inc. | 3.43% | Add +5.0% | 338,734 | $52.5M |
| Tanglewood Legacy Advisors, LLC | 18.86% | Add +3.4% | 336,216 | $52.2M |
| Tennessee Valley Asset Management Partners | 6.78% | Reduce -6.3% | 331,001 | $51.3M |
| Kintra Wealth, LLC | 3.10% | New | 282,672 | $43.8M |
| Charles Schwab Trust Co | 2.84% | Add +15.4% | 281,945 | $43.7M |
| Curi Capital, LLC | 0.78% | Add +30.0% | 280,491 | $43.5M |
| DDFG, Inc | 9.14% | Add +2.3% | 273,494 | $42.4M |
| Equitable Holdings, Inc. | 0.27% | Reduce -10.3% | 248,081 | $41.7M |
| Bleakley Financial Group, LLC | 0.64% | Add +16.2% | 265,733 | $41.2M |
| Principal Securities, Inc. | 0.58% | Reduce -17.2% | 254,203 | $39.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -12.1% | 253,457 | $39.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -3.1% | 228,607 | $38.4M |
| Aurdan Capital Management, LLC | 11.29% | Reduce -11.6% | 242,473 | $37.6M |
| Hilltop Wealth Advisors, LLC | 22.42% | Add +1.1% | 241,251 | $37.4M |
| Two Sigma Investments, LP | 0.03% | New | 239,000 | $37.1M |
| Horizon Investments, LLC | 0.41% | Add +117.0% | 237,052 | $36.8M |
| Veracity Capital LLC | 12.65% | Reduce -10.6% | 228,208 | $35.4M |
| Voisard Asset Management Group, Inc. | 7.11% | Add +7.0% | 214,919 | $33.3M |
| Kestra Advisory Services, LLC | 0.13% | Reduce -4.1% | 214,860 | $33.3M |
| Private Advisor Group, LLC | 0.15% | Add +0.8% | 212,909 | $33.0M |
| SCS Capital Management LLC | 0.33% | Reduce -1.0% | 203,649 | $31.6M |
| Atlantic Union Bankshares Corp | 0.59% | Reduce -2.9% | 198,787 | $30.8M |
| Aspen Wealth Management LLC | 6.14% | Add +0.1% | 198,319 | $30.8M |
| Rockefeller Capital Management L.P. | 0.05% | Add +8.6% | 190,527 | $29.6M |
| VestGen Advisors, LLC | 0.83% | Add +6492.5% | 158,945 | $29.5M |
| Cutler Investment Counsel LLC | 3.01% | Reduce -2.3% | 188,165 | $29.2M |
| Valmark Advisers, Inc. | 0.35% | Reduce -5.4% | 187,859 | $29.1M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -19.2% | 185,642 | $28.8M |
| Focus Partners Wealth | 0.03% | Add +0.9% | 182,447 | $28.3M |
| ForthRight Wealth Management, LLC | 7.64% | Reduce -1.5% | 173,544 | $26.9M |
| United Capital Financial Advisors, LLC | 0.16% | Add +44.4% | 170,474 | $26.4M |
| CX Institutional | 0.79% | Reduce -51.5% | 166,724 | $25.9M |
| Waldron Private Wealth LLC | 0.97% | Reduce -2.2% | 160,858 | $25.0M |
| Sanctuary Advisors, LLC | 0.13% | Add +1.5% | 156,840 | $24.3M |
| Alliance Private Wealth, LLC | 8.73% | Add +2.1% | 156,556 | $24.3M |
| NorthStar Asset Management LLC | 11.26% | Add +10.1% | 150,312 | $23.3M |
| Strategies Wealth Advisors, LLC | 2.34% | Reduce -10.3% | 150,231 | $23.3M |
| Spire Wealth Management | 0.73% | Reduce -2.2% | 138,542 | $21.5M |
| Stifel Financial Corp. | 0.02% | Reduce -2.9% | 137,791 | $21.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -15.5% | 137,070 | $21.3M |
| MML Investors Services, LLC | 0.06% | Reduce -10.8% | 136,662 | $21.2M |
| Gotham Asset Management | 0.06% | Add +142.7% | 135,676 | $21.0M |
| Goldstone Financial Group, LLC | 2.28% | Add +19.4% | 135,505 | $21.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.2% | 133,161 | $20.7M |
| Integrated Wealth Concepts LLC | 0.16% | Add +4.0% | 132,142 | $20.5M |
| Doliver Advisors, LP | 4.58% | Reduce -0.2% | 129,820 | $20.1M |
| Hudock, Inc. | 2.95% | Reduce -7.8% | 129,400 | $20.1M |
| Founders Financial Securities LLC | 1.11% | Add +8.3% | 119,557 | $19.7M |
| NBT Bank, N.A. | 1.27% | Add +74065.5% | 124,598 | $19.3M |
| Atria Investments, Inc | 0.21% | Add +3.3% | 122,573 | $19.0M |
| Madison Asset Management, LLC | 0.23% | Add +3987.6% | 121,279 | $18.8M |
| Rwa Wealth Partners, LLC | 0.20% | Add +2.7% | 118,851 | $18.4M |
| Birchcreek Wealth Management, LLC | 8.86% | Add +0.5% | 118,649 | $18.4M |
| Elevation Wealth Partners, LLC | 6.55% | Add +0.5% | 117,845 | $18.3M |
| Concurrent Investment Advisors, LLC | 0.20% | Add +2.7% | 117,066 | $18.2M |
| Richard W. Paul & Associates, LLC | 5.26% | Reduce -2.3% | 100,734 | $15.6M |
| PCA Investment Advisory Services Inc. | 5.19% | Add +4.8% | 100,231 | $15.5M |
| Canvas Wealth Advisors, LLC | 2.62% | Reduce -1.5% | 99,400 | $15.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.04% | Reduce -43.8% | 98,443 | $15.3M |
| BlackRock, Inc. | 0.00% | Reduce -1.5% | 98,038 | $15.2M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +398.7% | 95,293 | $15.0M |
| Fortress Financial Group, LLC | 11.05% | Add +4.0% | 96,327 | $14.9M |
| Roberts Financial Services LLC | 4.53% | Reduce -10.4% | 91,861 | $14.2M |
| Mascoma Wealth Management LLC | 2.92% | Reduce -23.9% | 91,183 | $14.1M |
| Main Street Financial Solutions, LLC | 1.03% | Add +9.6% | 90,731 | $14.1M |
| Stevens Capital Partners | 3.36% | Add +24.1% | 90,026 | $14.0M |
| Brio Consultants, LLC | 1.68% | Reduce -6.2% | 76,375 | $13.7M |
| Captrust Financial Advisors | 0.02% | Reduce 0.0% | 88,164 | $13.7M |
"% 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.