IUSG Institutional Ownership
iShares Core S&P U.S. Growth ETF
1W: +0.5%
1M: +3.5%
3M: +4.5%
YTD: +16.6%
1Y: +18.8%
3Y: +110.8%
5Y: +90.1%
$196.16
+1.97 (+1.01%)
Weekly Expected Move ±1.8%
$189
$193
$196
$200
$203
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IUSG
978
Institutional Holders
+35 vs prior quarter
0.0%
Ownership
+0.00pp
25B
Total Invested
118
New Positions
318
Increased
310
Reduced
42
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1028 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 53,516,596 | 10.5B | +742,038 | +1.4% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 14,645,320 | 2.9B | +100,285 | +0.7% | 60Q | SEC ↗ |
| 3 | LPL Financial LLC | 14,626,998 | 2.9B | +247,661 | +1.7% | 54Q | SEC ↗ |
| 4 | JONES FINANCIAL COMPANIES LLLP | 6,829,303 | 1.3B | +88,132 | +1.3% | 26Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 3,166,362 | 621M | +298,332 | +10.4% | 47Q | SEC ↗ |
| 6 | Merit Financial Group, LLC | 2,092,449 | 410M | +138,217 | +7.1% | 13Q | SEC ↗ |
| 7 | Blue Trust, Inc. | 1,888,418 | 370M | +20,997 | +1.1% | 17Q | SEC ↗ |
| 8 | JPMORGAN CHASE & CO | 1,533,948 | 301M | -40,541 | -2.6% | 42Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 1,476,303 | 290M | +47,490 | +3.3% | 7Q | SEC ↗ |
| 10 | HighTower Advisors, LLC | 1,465,956 | 288M | +1,000,838 | +215.2% | 52Q | SEC ↗ |
| 11 | Kestra Investment Management, LLC | 1,322,967 | 260M | +189,154 | +16.7% | 9Q | SEC ↗ |
| 12 | UBS Group AG | 1,307,346 | 256M | -60,442 | -4.4% | 47Q | SEC ↗ |
| 13 | NATIXIS ADVISORS, LLC | 1,249,539 | 245M | -96,897 | -7.2% | 45Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 1,247,059 | 245M | +26,941 | +2.2% | 70Q | SEC ↗ |
| 15 | PNC Financial Services Group, Inc. | 1,221,245 | 240M | +106,995 | +9.6% | 15Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 1,128,013 | 221M | -4,381 | -0.4% | 86Q | SEC ↗ |
| 17 | Facet Wealth, Inc. | 884,912 | 174M | +70,916 | +8.7% | 15Q | SEC ↗ |
| 18 | BENJAMIN EDWARDS INC | 825,427 | 162M | +38,090 | +4.8% | 29Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 809,815 | 159M | +33,040 | +4.3% | 35Q | SEC ↗ |
| 20 | FMR LLC | 697,287 | 137M | +959 | +0.1% | 66Q | SEC ↗ |
| 21 | Cetera Investment Advisers | 657,270 | 129M | +19,191 | +3.0% | 25Q | SEC ↗ |
| 22 | Corient Private Wealth LP | 550,068 | 108M | +106,417 | +24.0% | 15Q | SEC ↗ |
| 23 | BLAIR WILLIAM & CO/IL | 501,346 | 98M | +23,068 | +4.8% | 59Q | SEC ↗ |
| 24 | SHP Wealth Management | 500,298 | 98M | +3,662 | +0.7% | 3Q | SEC ↗ |
| 25 | AMERIPRISE FINANCIAL INC | 480,739 | 94M | +87,278 | +22.2% | 16Q | SEC ↗ |
| 26 | CITIZENS FINANCIAL GROUP INC/RI | 437,273 | 86M | -12,286 | -2.7% | 14Q | SEC ↗ |
| 27 | OSAIC HOLDINGS, INC. | 420,115 | 82M | +41,261 | +10.9% | 26Q | SEC ↗ |
| 28 | Allworth Financial LP | 415,167 | 81M | -15,882 | -3.7% | 23Q | SEC ↗ |
| 29 | Madison Wealth Partners, Inc | 409,922 | 80M | -632 | -0.2% | 23Q | SEC ↗ |
| 30 | Legacy Financial Group LLC | 372,777 | 73M | +32,427 | +9.5% | 23Q | SEC ↗ |
| 31 | KINTRA WEALTH, LLC | 365,112 | 72M | +82,440 | +29.2% | 2Q | SEC ↗ |
| 32 | Modera Wealth Management, LLC | 354,960 | 70M | +2,635 | +0.7% | 19Q | SEC ↗ |
| 33 | HOWE & RUSLING INC | 339,855 | 67M | +1,121 | +0.3% | 33Q | SEC ↗ |
| 34 | Tanglewood Legacy Advisors, LLC | 335,931 | 66M | -285 | -0.1% | 15Q | SEC ↗ |
| 35 | Curi Capital, LLC | 332,072 | 65M | +51,581 | +18.4% | 6Q | SEC ↗ |
| 36 | Tennessee Valley Asset Management Part | 329,315 | 65M | -1,686 | -0.5% | 4Q | SEC ↗ |
| 37 | Cardinal Strategic Wealth Guidance | 289,900 | 57M | -49,319 | -14.5% | 27Q | SEC ↗ |
| 38 | Bleakley Financial Group, LLC | 267,472 | 52M | +1,739 | +0.7% | 10Q | SEC ↗ |
| 39 | Equitable Holdings, Inc. | 265,006 | 52M | +16,925 | +6.8% | 27Q | SEC ↗ |
| 40 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 260,289 | 51M | +6,832 | +2.7% | 75Q | SEC ↗ |
| 41 | Charles Schwab Trust Co | 254,306 | 50M | -27,639 | -9.8% | 16Q | SEC ↗ |
| 42 | DDFG, Inc | 252,703 | 50M | -20,791 | -7.6% | 15Q | SEC ↗ |
| 43 | Gotham Asset Management, LLC | 243,786 | 48M | +108,110 | +79.7% | 10Q | SEC ↗ |
| 44 | Aurdan Capital Management, LLC | 243,754 | 48M | +1,281 | +0.5% | 7Q | SEC ↗ |
| 45 | PRINCIPAL SECURITIES, INC. | 231,839 | 45M | -22,364 | -8.8% | 11Q | SEC ↗ |
| 46 | HILLTOP WEALTH ADVISORS, LLC | 228,398 | 45M | -12,853 | -5.3% | 17Q | SEC ↗ |
| 47 | Veracity Capital LLC | 227,402 | 45M | -806 | -0.4% | 27Q | SEC ↗ |
| 48 | ALLIANCEBERNSTEIN L.P. | 226,543 | 44M | -2,064 | -0.9% | 22Q | SEC ↗ |
| 49 | VOISARD ASSET MANAGEMENT GROUP, INC. | 219,334 | 43M | +4,415 | +2.1% | 8Q | SEC ↗ |
| 50 | Private Advisor Group, LLC | 216,562 | 42M | +3,653 | +1.7% | 49Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Systelligence, LLC | 112,585 | 22M |
| IFG Advisory, LLC | 75,859 | 15M |
| Banque Transatlantique SA | 50,120 | 10M |
| Global Retirement Partners, LLC | 37,781 | 7M |
| Diversify Advisory Services, LLC | 37,614 | 7M |
| Sixth Street Partners Management Co | 28,608 | 6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 26,177 | 5M |
| RASP WEALTH SOLUTIONS, LLC | 18,787 | 4M |
| CITADEL ADVISORS LLC | 17,198 | 3M |
| XTX Topco Ltd | 11,937 | 2M |
| RITHOLTZ WEALTH MANAGEMENT | 8,175 | 2M |
| IMA Advisory Services, Inc. | 6,505 | 1M |
| Baltimore-Washington Financial Advi | 5,525 | 1M |
| MILLENNIUM MANAGEMENT LLC | 5,348 | 1M |
| J.W. COLE ADVISORS, INC. | 5,156 | 1M |
| AXXCESS WEALTH MANAGEMENT, LLC | 4,392 | 862K |
| Worth Financial Advisory Group, LLC | 4,365 | 856K |
| Smith Salley Wealth Management | 4,114 | 807K |
| QRG CAPITAL MANAGEMENT, INC. | 3,548 | 696K |
| Apella Capital, LLC | 3,309 | 649K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FIL Ltd | 173,794 | 34M |
| WIN ADVISORS, INC | 94,933 | 19M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 66,532 | 13M |
| Independent Advisor Alliance | 45,002 | 9M |
| Wall Capital Group, Inc. | 40,887 | 8M |
| TIAA TRUST, NATIONAL ASSOCIATION | 29,858 | 6M |
| EVOKE WEALTH, LLC | 21,075 | 4M |
| J.Safra Asset Management Corp | 12,960 | 3M |
| IFS Group,LLC | 12,637 | 2M |
| EVOLVE PRIVATE WEALTH, LLC | 12,613 | 2M |
| ASHTON THOMAS SECURITIES, LLC | 12,326 | 2M |
| M Holdings Securities, Inc. | 11,621 | 2M |
| Banque Cantonale Vaudoise | 11,000 | 2M |
| Richmond Investment Services, LLC | 9,925 | 2M |
| Worthington Financial Partners, LLC | 8,738 | 2M |
| Baer Investment Advisory LLC | 8,723 | 2M |
| RENAISSANCE TECHNOLOGIES LLC | 7,800 | 2M |
| Talisman Wealth Advisors LLC | 7,705 | 2M |
| Gateway Wealth Partners, LLC | 5,129 | 1M |
| TrueWealth Financial Partners | 4,667 | 915K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| HighTower Advisors, LLC | +1,000,838 | +215.2% | 1,465,956 |
| BANK OF AMERICA CORP /DE | +742,038 | +1.4% | 53,516,596 |
| ENVESTNET ASSET MANAGEMENT INC | +298,332 | +10.4% | 3,166,362 |
| LPL Financial LLC | +247,661 | +1.7% | 14,626,998 |
| Kestra Investment Management, LLC | +189,154 | +16.7% | 1,322,967 |
| WESTWOOD HOLDINGS GROUP INC | +176,293 | +457.9% | 214,791 |
| Merit Financial Group, LLC | +138,217 | +7.1% | 2,092,449 |
| Janney Montgomery Scott LLC | +111,193 | +127.9% | 198,097 |
| Gotham Asset Management, LLC | +108,110 | +79.7% | 243,786 |
| PNC Financial Services Group, Inc. | +106,995 | +9.6% | 1,221,245 |
| Corient Private Wealth LP | +106,417 | +24.0% | 550,068 |
| MORGAN STANLEY | +100,285 | +0.7% | 14,645,320 |
| JONES FINANCIAL COMPANIES LLLP | +88,132 | +1.3% | 6,829,303 |
| AMERIPRISE FINANCIAL INC | +87,278 | +22.2% | 480,739 |
| KINTRA WEALTH, LLC | +82,440 | +29.2% | 365,112 |
| Allianz Asset Management GmbH | +78,125 | +115.3% | 145,904 |
| Facet Wealth, Inc. | +70,916 | +8.7% | 884,912 |
| NORTHERN TRUST CORP | +57,495 | +305.1% | 76,340 |
| Johnson Financial Group, Inc. | +52,165 | +707.2% | 59,541 |
| Curi Capital, LLC | +51,581 | +18.4% | 332,072 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | -237,700 | -99.5% | 1,300 |
| Horizon Investments, LLC | -114,918 | -48.5% | 122,134 |
| NBT BANK, N.A. | -108,062 | -86.7% | 16,536 |
| NATIXIS ADVISORS, LLC | -96,897 | -7.2% | 1,249,539 |
| VestGen Advisors, LLC | -78,007 | -49.1% | 80,938 |
| Cambridge Investment Research Advis | -67,341 | -36.3% | 118,301 |
| FORTRESS FINANCIAL GROUP, LLC | -65,777 | -68.3% | 30,550 |
| UBS Group AG | -60,442 | -4.4% | 1,307,346 |
| Cardinal Strategic Wealth Guidance | -49,319 | -14.5% | 289,900 |
| JPMORGAN CHASE & CO | -40,541 | -2.6% | 1,533,948 |
| TUDOR INVESTMENT CORP ET AL | -39,797 | -89.1% | 4,845 |
| Charles Schwab Trust Co | -27,639 | -9.8% | 254,306 |
| PRINCIPAL SECURITIES, INC. | -22,364 | -8.8% | 231,839 |
| DDFG, Inc | -20,791 | -7.6% | 252,703 |
| Kestra Advisory Services, LLC | -19,537 | -9.1% | 195,323 |
| Mariner, LLC | -19,352 | -28.4% | 48,727 |
| Waldron Private Wealth LLC | -18,475 | -11.5% | 142,383 |
| ELEVATION POINT WEALTH PARTNERS, LL | -17,299 | -54.1% | 14,687 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | -17,082 | -17.4% | 81,361 |
| Petix & Botte Co | -16,637 | -13.7% | 104,982 |