ISHARES CORE S&P U.S. GROWTH IUSG
$185.30
-1.1% 52w: $148.91 – $193.03
Latest 13F among current holders filed 21 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data148.91170.97193.03
Aug 18, 2025 Jul 2, 2026
Institutional holders
868
-13 QoQ
13F value
$20.65B
+2.0% QoQ
Smart-money holders
20
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
1.7×
$620K calls / $372K puts
Institutional value by quarter
Number of holders
Who owns IUSG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 52.8M | $8.19B | 0.6% | +21.3% |
| MORGAN STANLEY | Bank broker | 14.5M | $2.26B | 0.1% | +3.9% |
| LPL Financial LLC | Bank broker | 14.4M | $2.23B | 0.6% | +1.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 6.7M | $1.01B | 0.5% | +25.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.9M | $444.9M | 0.1% | +24.5% |
| Merit Financial Group, LLC | Wealth advisor | 2.0M | $303.1M | 2.3% | +20.2% |
| Blue Trust, Inc. | Wealth advisor | 1.9M | $289.7M | 3.3% | -0.2% |
| JPMORGAN CHASE & CO | Bank broker | 1.6M | $234.8M | 0.0% | -2.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.4M | $221.6M | 0.1% | -1.6% |
| UBS Group AG | Bank broker | 1.4M | $212.2M | 0.0% | +14.1% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 1.3M | $208.8M | 0.3% | +43.3% |
| ROYAL BANK OF CANADA | Bank broker | 1.2M | $189.3M | 0.0% | +13.6% |
| Kestra Investment Management, LLC | Wealth advisor | 1.1M | $175.9M | 3.0% | +0.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.1M | $175.6M | 0.0% | -2.4% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.1M | $172.8M | 0.1% | +10.8% |
| Facet Wealth, Inc. | Wealth advisor | 814.0K | $126.3M | 2.2% | +5.3% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 787.3K | $122.1M | 1.2% | +10.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 776.8K | $120.5M | 0.2% | -26.1% |
| FMR LLC | Long only active | 696.3K | $108.0M | 0.0% | +1.4% |
| Cetera Investment Advisers | Wealth advisor | 638.1K | $99.0M | 0.1% | +3.7% |
| SHP Wealth Management | Wealth advisor | 496.6K | $77.0M | 5.8% | +6.5% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 478.3K | $74.2M | 0.2% | +14.0% |
| HighTower Advisors, LLC | Diversified mechanical | 465.1K | $72.1M | 0.1% | -18.7% |
| CITIZENS FINANCIAL GROUP INC/RI | Other | 449.6K | $69.7M | 1.0% | -3.8% |
| Corient Private Wealth LLC | Diversified mechanical | 443.7K | $68.9M | 0.1% | -34.3% |
| Allworth Financial LP | Wealth advisor | 431.0K | $66.9M | 0.3% | -0.2% |
| Madison Wealth Partners, Inc | Wealth advisor | 410.6K | $63.7M | 10.2% | +2.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 393.5K | $61.0M | 0.0% | -14.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 378.9K | $58.8M | 0.1% | -4.9% |
| Modera Wealth Management, LLC | Wealth advisor | 352.3K | $54.6M | 0.7% | +1.5% |
| Legacy Financial Group LLC | Wealth advisor | 340.4K | $52.8M | 6.6% | +0.5% |
| Cardinal Strategic Wealth Guidance | Wealth advisor | 339.2K | $52.6M | — | +1.4% |
| HOWE & RUSLING INC | Other | 338.7K | $52.5M | 3.4% | +5.0% |
| Tanglewood Legacy Advisors, LLC | Wealth advisor | 336.2K | $52.2M | 18.9% | +3.4% |
| Tennessee Valley Asset Management Partners | Wealth advisor | 331.0K | $51.3M | 6.8% | -6.3% |
| KINTRA WEALTH, LLC | Wealth advisor | 282.7K | $43.8M | 3.1% | New |
| Charles Schwab Trust Co | Wealth advisor | 281.9K | $43.7M | 2.8% | +15.4% |
| Curi Capital, LLC | Other | 280.5K | $43.5M | 0.8% | +30.0% |
| DDFG, Inc | Wealth advisor | 273.5K | $42.4M | — | +2.3% |
| Equitable Holdings, Inc. | Wealth advisor | 248.1K | $41.7M | 0.3% | -10.3% |
| Bleakley Financial Group, LLC | Wealth advisor | 265.7K | $41.2M | 0.6% | +16.2% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 254.2K | $39.4M | 0.6% | -17.2% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 253.5K | $39.3M | 0.0% | -12.1% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 228.6K | $38.4M | 0.0% | -3.1% |
| Aurdan Capital Management, LLC | Wealth advisor | 242.5K | $37.6M | — | -11.6% |
| HILLTOP WEALTH ADVISORS, LLC | Wealth advisor | 241.3K | $37.4M | 22.4% | +1.1% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 239.0K | $37.1M | 0.0% | New |
| Horizon Investments, LLC | Diversified mechanical | 237.1K | $36.8M | 0.4% | +117.0% |
| Veracity Capital LLC | Wealth advisor | 228.2K | $35.4M | 12.6% | -10.6% |
| VOISARD ASSET MANAGEMENT GROUP, INC. | Wealth advisor | 214.9K | $33.3M | 7.1% | +7.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.