IUSG
iShares Core S&P U.S. Growth ETF
1W: -1.6%
1M: +5.7%
3M: +12.3%
YTD: +11.0%
1Y: +32.2%
3Y: +112.3%
5Y: +105.2%
$186.64
+0.06 (+0.03%)
Weekly Expected Move ±2.2%
$178
$183
$187
$191
$195
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IUSG
945
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
18B
Total Invested
66
New Positions
272
Increased
404
Reduced
137
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1016 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 52,774,558 | 9.8B | +9,267,343 | +21.3% | 13Q | SEC ↗ |
| 2 | LPL Financial LLC | 14,379,337 | 2.7B | +154,735 | +1.1% | 13Q | SEC ↗ |
| 3 | MORGAN STANLEY | 14,005,357 | 2.6B | -14,841 | -0.1% | 12Q | SEC ↗ |
| 4 | JONES FINANCIAL COMPANIES LLLP | 6,741,171 | 1.3B | +1,385,485 | +25.9% | 13Q | SEC ↗ |
| 5 | Valpey Financial Services, LLC | 3,546,303 | $662M | +3,525,244 | +16739.8% | 3Q | SEC ↗ |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 2,868,030 | $535M | +564,281 | +24.5% | 13Q | SEC ↗ |
| 7 | Merit Financial Group, LLC | 1,954,232 | $365M | +327,780 | +20.2% | 12Q | SEC ↗ |
| 8 | Blue Trust, Inc. | 1,867,421 | $349M | -3,221 | -0.2% | 13Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 1,574,489 | $294M | -46,882 | -2.9% | 13Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 1,428,813 | $267M | -23,833 | -1.6% | 6Q | SEC ↗ |
| 11 | UBS Group AG | 1,367,788 | $255M | +169,547 | +14.1% | 13Q | SEC ↗ |
| 12 | NATIXIS ADVISORS, LLC | 1,346,436 | $251M | +406,963 | +43.3% | 13Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 1,220,118 | $228M | +145,703 | +13.6% | 13Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 1,159,832 | $216M | +78,699 | +7.3% | 12Q | SEC ↗ |
| 15 | Kestra Investment Management, LLC | 1,131,808 | $211M | +326,483 | +40.5% | 7Q | SEC ↗ |
| 16 | PNC FINANCIAL SERVICES GROUP, INC. | 1,114,250 | $208M | +108,893 | +10.8% | 13Q | SEC ↗ |
| 17 | Facet Wealth, Inc. | 813,996 | $152M | +40,694 | +5.3% | 13Q | SEC ↗ |
| 18 | BENJAMIN EDWARDS INC | 787,337 | $147M | +75,155 | +10.6% | 13Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 776,775 | $145M | -274,460 | -26.1% | 13Q | SEC ↗ |
| 20 | FMR LLC | 696,328 | $130M | +9,929 | +1.4% | 13Q | SEC ↗ |
| 21 | Cetera Investment Advisers | 638,079 | $119M | +22,484 | +3.7% | 13Q | SEC ↗ |
| 22 | SHP Wealth Management | 496,636 | $93M | +30,249 | +6.5% | 2Q | SEC ↗ |
| 23 | BLAIR WILLIAM & CO/IL | 478,278 | $89M | +58,584 | +14.0% | 13Q | SEC ↗ |
| 24 | HighTower Advisors, LLC | 465,118 | $87M | -106,803 | -18.7% | 13Q | SEC ↗ |
| 25 | CITIZENS FINANCIAL GROUP INC/RI | 449,559 | $84M | -17,693 | -3.8% | 13Q | SEC ↗ |
| 26 | Corient Private Wealth LLC | 443,651 | $83M | -231,235 | -34.3% | 13Q | SEC ↗ |
| 27 | Allworth Financial LP | 431,049 | $80M | -773 | -0.2% | 13Q | SEC ↗ |
| 28 | Madison Wealth Partners, Inc | 410,554 | $77M | +9,295 | +2.3% | 13Q | SEC ↗ |
| 29 | AMERIPRISE FINANCIAL INC | 393,461 | $73M | -67,180 | -14.6% | 13Q | SEC ↗ |
| 30 | OSAIC HOLDINGS, INC. | 378,854 | $71M | -19,656 | -4.9% | 13Q | SEC ↗ |
| 31 | Modera Wealth Management, LLC | 352,325 | $66M | +5,165 | +1.5% | 13Q | SEC ↗ |
| 32 | Legacy Financial Group LLC | 340,350 | $64M | +1,799 | +0.5% | 13Q | SEC ↗ |
| 33 | Cardinal Strategic Wealth Guidance | 339,219 | $63M | +4,691 | +1.4% | 13Q | SEC ↗ |
| 34 | HOWE & RUSLING INC | 338,734 | $63M | +16,137 | +5.0% | 13Q | SEC ↗ |
| 35 | Tanglewood Legacy Advisors, LLC | 336,216 | $63M | +11,097 | +3.4% | 13Q | SEC ↗ |
| 36 | Tennessee Valley Asset Management Part | 331,001 | $62M | -22,246 | -6.3% | 3Q | SEC ↗ |
| 37 | KINTRA WEALTH, LLC NEW | 282,672 | $53M | — | +0.0% | 1Q | SEC ↗ |
| 38 | Charles Schwab Trust Co | 281,945 | $53M | +37,598 | +15.4% | 13Q | SEC ↗ |
| 39 | Curi Capital, LLC | 280,491 | $52M | +64,720 | +30.0% | 5Q | SEC ↗ |
| 40 | DDFG, Inc | 273,494 | $51M | +6,030 | +2.3% | 13Q | SEC ↗ |
| 41 | Bleakley Financial Group, LLC | 265,733 | $50M | +37,014 | +16.2% | 9Q | SEC ↗ |
| 42 | PRINCIPAL SECURITIES, INC. | 254,203 | $47M | -52,654 | -17.2% | 10Q | SEC ↗ |
| 43 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 253,457 | $47M | -374,020 | -59.6% | 13Q | SEC ↗ |
| 44 | Equitable Holdings, Inc. | 248,081 | $46M | -28,352 | -10.3% | 13Q | SEC ↗ |
| 45 | Aurdan Capital Management, LLC | 242,473 | $45M | -31,936 | -11.6% | 6Q | SEC ↗ |
| 46 | HILLTOP WEALTH ADVISORS, LLC | 241,251 | $45M | +2,674 | +1.1% | 13Q | SEC ↗ |
| 47 | FOUNDERS FINANCIAL SECURITIES LLC | 239,114 | $45M | +128,693 | +116.5% | 13Q | SEC ↗ |
| 48 | ALLIANCEBERNSTEIN L.P. | 235,813 | $44M | +1,909 | +0.8% | 12Q | SEC ↗ |
| 49 | Veracity Capital LLC | 228,208 | $43M | -26,968 | -10.6% | 13Q | SEC ↗ |
| 50 | VOISARD ASSET MANAGEMENT GROUP, INC. | 214,919 | $40M | +14,153 | +7.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| KINTRA WEALTH, LLC | 282,672 | $53M |
| Macro Advisors, Inc. | 70,289 | $13M |
| Quent Long Short Global Small Cap F | 66,824 | $12M |
| Independent Advisor Alliance | 45,002 | $8M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 37,487 | $7M |
| HRT FINANCIAL LP | 36,227 | $7M |
| ELEVATION POINT WEALTH PARTNERS, LL | 31,986 | $6M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 29,481 | $6M |
| CIBC Bancorp USA Inc. | 19,749 | $4M |
| JANE STREET GROUP, LLC | 15,590 | $3M |
| NICOLET BANKSHARES INC | 15,054 | $3M |
| IFS Group,LLC | 12,637 | $2M |
| Navigation Group, LLC | 12,619 | $2M |
| EVOLVE PRIVATE WEALTH, LLC | 12,613 | $2M |
| ASHTON THOMAS SECURITIES, LLC | 12,326 | $2M |
| GLENMEDE TRUST CO NA | 11,014 | $2M |
| Baer Investment Advisory LLC | 8,723 | $2M |
| Ipswich Investment Management Co., | 7,521 | $1M |
| RENASANT BANK | 6,600 | $1M |
| WESTCO ADVISORY SERVICES INC /ADV | 6,556 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 376,700 | $70M |
| Financial Advocates Investment Mana | 138,416 | $26M |
| Empowered Funds, LLC | 108,123 | $20M |
| WIN ADVISORS, INC | 94,933 | $18M |
| IFG Advisory, LLC | 68,617 | $13M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 66,532 | $12M |
| AAFMAA Wealth Management & Trust LL | 47,742 | $9M |
| Ethos Financial Group, LLC | 46,879 | $9M |
| NewEdge Advisors, LLC | 43,624 | $8M |
| Tradewinds, LLC. | 41,143 | $8M |
| Wall Capital Group, Inc. | 40,887 | $8M |
| TIAA TRUST, NATIONAL ASSOCIATION | 29,858 | $6M |
| CITADEL ADVISORS LLC | 20,896 | $4M |
| AXXCESS WEALTH MANAGEMENT, LLC | 20,427 | $4M |
| MARSHALL WACE, LLP | 13,255 | $2M |
| J.Safra Asset Management Corp | 12,960 | $2M |
| BRIGHTON JONES LLC | 12,941 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 12,361 | $2M |
| Sand Hill Global Advisors, LLC | 10,409 | $2M |
| RENAISSANCE TECHNOLOGIES LLC | 7,800 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +9,267,343 | +21.3% | 52,774,558 |
| Valpey Financial Services, LLC | +3,525,244 | +16739.8% | 3,546,303 |
| JONES FINANCIAL COMPANIES LLLP | +1,385,485 | +25.9% | 6,741,171 |
| ENVESTNET ASSET MANAGEMENT INC | +564,281 | +24.5% | 2,868,030 |
| NATIXIS ADVISORS, LLC | +406,963 | +43.3% | 1,346,436 |
| Merit Financial Group, LLC | +327,780 | +20.2% | 1,954,232 |
| Kestra Investment Management, LLC | +326,483 | +40.5% | 1,131,808 |
| UBS Group AG | +169,547 | +14.1% | 1,367,788 |
| VestGen Advisors, LLC | +156,534 | +6492.5% | 158,945 |
| LPL Financial LLC | +154,735 | +1.1% | 14,379,337 |
| ROYAL BANK OF CANADA | +145,703 | +13.6% | 1,220,118 |
| FOUNDERS FINANCIAL SECURITIES LLC | +128,693 | +116.5% | 239,114 |
| NBT BANK N A /NY | +124,430 | +74065.5% | 124,598 |
| Madison Asset Management, LLC | +118,312 | +3987.6% | 121,279 |
| PNC FINANCIAL SERVICES GROUP, INC. | +108,893 | +10.8% | 1,114,250 |
| WELLS FARGO & COMPANY/MN | +78,699 | +7.3% | 1,159,832 |
| FIFTH THIRD BANCORP | +78,142 | +2640.8% | 81,101 |
| Allspring Global Investments Holdin | +76,186 | +398.7% | 95,293 |
| BENJAMIN EDWARDS INC | +75,155 | +10.6% | 787,337 |
| Curi Capital, LLC | +64,720 | +30.0% | 280,491 |