IUSG · iShares Core S&P U.S. Growth ETF ETF
$191.91
-0.24 (-0.12%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 9
Total Value: $137,262,434
Total Shares: 729,770
Institutional Ownership Trend
17 quarters
Holder Concentration
Across 9 13F filers · Δ vs Mar 31, 2026Top Holder
75.4%
−2.5 pts
Top 5
99.6%
−0.4 pts
Top 10
100.0%
0.0 pts
HHI
6,092
Highly concentrated−314
Quarterly Activity
vs Mar 31, 2026
New
6
Increased
0
Decreased
0
Sold Out
1
Unchanged
3
Holder count:
+5
Institutional value:
+2359.9%
Shares held:
+1928.5%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 550,068 | $103,462,290 | |
| Mega Allianz Asset Management GmbH | 145,904 | $27,443,083 | |
| Mega CITADEL ADVISORS LLC | 22,898 | $4,306,884 | |
| Small Range Advisory, LLC | 1,696 | $319,000 | |
| Mid Parkside Financial Bank & Trust | 706 | $132,791 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 28,010 | $4,344,630 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC IUSG | $103,462,290 | 75.38% | 550,068 | Shares | 2026-08-27 | |
| Mega Allianz Asset Management GmbH IUSG | $27,443,083 | 19.99% | 145,904 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IUSG | $3,234,771 | 2.36% | 17,198 | Shares | 2026-09-02 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group IUSG | $1,227,851 | 0.89% | 6,528 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IUSG | $1,072,113 | 0.78% | 5,700 | Call | 2026-09-02 | |
| Small Range Advisory, LLC IUSG | $319,000 | 0.23% | 1,696 | Shares | 2026-09-02 | |
| Small Cornerstone Financial Management LLC IUSG | $253,921 | 0.18% | 1,350 | Shares | 2026-08-28 | |
| Mid Parkside Financial Bank & Trust Bank IUSG | $132,791 | 0.10% | 706 | Shares | 2026-09-04 | |
| Small BROWN, LISLE/CUMMINGS, INC. IUSG | $100,251 | 0.07% | 533 | Shares | 2026-09-02 | |
| Small TUCKER ASSET MANAGEMENT LLC IUSG | $16,363 | 0.01% | 87 | Shares | 2026-08-27 |