IUSG · iShares Core S&P U.S. Growth ETF · Holdings ETF

$190.86 -0.16 (-0.08%) At close · Oct 20

Volume · Oct 20 575.07K Avg daily vol (3M) 465.97K

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.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 211

Total Value: $67,224,066

Total Shares: 5,550,626

Showing 1–100 of 211 holdings by value · page 1 of 3

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 211 13F filers · Δ vs Jun 30, 2026

Top Holder

41.2%

+25.2 pts

Top 5

78.4%

+34.8 pts

Top 10

89.7%

+31.1 pts

HHI

2,101

Moderately concentrated+1,530

Who Holds IUSG

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 935 filers, like-for-like change +2.7%; actively managed books +2.9%; index-like books +1.1%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	20.7%	668	+6.7%	79	24
Exempt adviser	0.0%	0	-100.0%	0	1
Adviser	0.7%	10	+69.8%	1	0
Bank	44.6%	28	+1.3%	3	1
Broker-dealer	10.7%	1	+1.7%	0	0
Non-US	0.0%	1	0.0%	0	0
Holding company	11.9%	8	+0.9%	0	0
Insurer	0.0%	0	—	0	0
Unknown	11.4%	219	+1.7%	23	15

Style	Share	Filers	Change	New	Exited
Index-like	11.1%	11	+1.1%	2	0
Systematic-like	0.0%	7	-84.4%	4	2
Concentrated	15.8%	379	+2.8%	48	14
Diversified active	73.1%	538	+3.2%	52	24
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	-100.0%	0	1

Turnover	Share	Filers	Change	New	Exited
Low turnover	95.9%	705	+3.0%	71	22
Medium turnover	3.1%	129	-2.5%	15	10
High turnover	0.2%	19	-25.5%	8	3
Unknown	0.8%	82	-0.5%	12	6
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	0.8%	75	-6.7%	11	8
Medium horizon	5.2%	224	+7.1%	37	13
Long horizon	93.8%	616	+2.7%	55	18
Unknown	0.2%	20	-37.6%	3	2
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	5.9%	473	+0.1%	53	26
$1B to $10B	8.9%	329	+2.7%	46	13
$10B to $100B	9.6%	90	+14.5%	2	2
$100B or more	75.6%	43	+1.6%	5	0
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	18.6%	609	+7.7%	69	23
Pooled investment vehicles	0.0%	5	-89.0%	2	0
Registered funds and BDCs	0.3%	6	-21.1%	0	1
Pension and profit sharing plans	0.2%	8	+5.0%	1	0
Insurance companies	0.0%	1	0.0%	0	0
Charitable organizations	0.0%	1	0.0%	0	0
Governments and sovereign funds	0.0%	0	—	0	0
Banks and thrifts	0.0%	1	0.0%	0	0
Corporations	0.0%	3	-18.9%	0	0
Other investment advisers	1.1%	9	+15.1%	0	0
Other	0.0%	2	-0.4%	0	0
Diversified	0.5%	20	+20.3%	7	0
Unknown	79.3%	270	+1.7%	27	17

Private funds	Share	Filers	Change	New	Exited
Hedge funds	0.7%	31	-9.2%	6	3
Private equity funds	1.0%	28	-0.8%	1	0
Venture capital funds	0.0%	2	+5.2%	0	0
Real estate funds	0.2%	13	+19.6%	4	0
Securitized asset funds	0.0%	2	-5.7%	0	0
Other private funds	1.6%	24	+92.7%	3	1
Mixed private funds	0.2%	4	0.0%	1	0
Private funds, type not stated	0.0%	6	+27.6%	1	1
No private funds	17.1%	556	+3.6%	63	20
Unknown	79.3%	269	+1.7%	27	16

Location	Share	Filers	Change	New	Exited
United States	97.9%	923	+2.7%	103	39
Outside the US	2.1%	12	+3.5%	3	2

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 11 holders with no observed 2026-03-31 13F and 12 holders with no observed 2026-06-30 13F.

Conviction and Crowding

935 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

212

22.7% of filers hold it in their top 10

Mar 31, 2026: 3

Holders above 5%

median weight 0.186%

Mar 31, 2026: 0

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

74.0%

of 13F shares, Herfindahl 0.181

Active holders

+2.9%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 18.0 quarters

Under 1 year 7.79% 1 to 3 years 11.7% 3 years or more 80.5% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Quarterly Activity

vs Jun 30, 2026

New

Increased

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -726

Institutional value: -95.0%

Shares held: -95.9%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Large Concurrent Investment Advisors, LLC	+116,657	237,031
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	+29,582	75,382
Small Aspen Wealth Management LLC	+11,749	223,087
Mid Atria Investments, Inc	+8,465	136,066
Mid Apella Capital, LLC	+7,918	11,227

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Mid Blue Trust, Inc.	−84,882	1,803,536
Small South Shore Capital Advisors	−39,934	9,926
Mid Charles Schwab Trust Co	−19,943	234,363
Mid Integrated Advisors Network LLC	−9,341	6,689
Small DOLIVER ADVISORS, LP	−9,133	120,602

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Small tru Independence LLC	1,859	$360,181
Mid Krilogy Financial LLC	1,044	$0
Micro WealthSpring Partners, LLC	5,621	$0
Small Hartmann Taylor Wealth Management, LLC	1,231	$0
Small Planning Strategies Inc.	5	$0

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)
Mid PETREDIS INVESTMENT ADVISORS LLC	1,159	$217,996
Small Go Invest LLC	161	$30,282
Mid HARBOR INVESTMENT ADVISORY, LLC	55	$0
Small Lee Financial Co	1,779	$0
Small MKT Advisors LLC	1,465	$0

Filter: New 14 Increased 71 Reduced 64 Sold out 11 Unchanged 61

Holder type: Registered adviser 153 Exempt adviser 1 Adviser 1 Bank 2 Unknown 54

Showing 100 of 211

All Common Calls Puts

Compact Export CSV

Holder	Value (USD)	% of 13F	Shares	Own %	Change	Type	Filed
Small Alliance Private Wealth, LLC Registered adviser IUSG	$27,684,550	41.18%	142,888	—	-4,588 -3.1%	Shares	2026-10-20
Mid Amplius Wealth Advisors, LLC Registered adviser IUSG	$7,816,650	11.63%	40,344	—	-961 -2.3%	Shares	2026-10-20
Mid DIVERSIFY WEALTH MANAGEMENT, LLC Registered adviser IUSG	$6,861,656	10.21%	35,415	—	-2,199 -5.8%	Shares	2026-10-20
Mid Diversify Advisory Services, LLC Registered adviser IUSG	$6,861,656	10.21%	35,415	—	-2,199 -5.8%	Shares	2026-10-20
Mid PRIVATE TRUST CO NA IUSG	$3,456,887	5.14%	17,842	—	-421 -2.3%	Shares	2026-10-20
Small South Shore Capital Advisors Registered adviser IUSG	$1,923,162	2.86%	9,926	—	-39,934 -80.1%	Shares	2026-10-20
Mid Trilogy Capital Inc. Registered adviser IUSG	$1,793,931	2.67%	9,259	—	0 0.0%	Shares	2026-10-20
Small Benchmark Financial Wealth Advisors, LLC Registered adviser IUSG	$1,594,368	2.37%	8,229	—	+8 +0.1%	Shares	2026-10-20
Mid Integrated Advisors Network LLC Registered adviser IUSG	$1,295,993	1.93%	6,689	—	-9,341 -58.3%	Shares	2026-10-20
Small Boyd Wealth Management, LLC Registered adviser IUSG	$1,039,662	1.55%	5,366	—	+841 +18.6%	Shares	2026-10-20
Small Wealth Quarterback LLC Registered adviser IUSG	$994,325	1.48%	5,132	—	+3 +0.1%	Shares	2026-10-20
Small 55 North Private Wealth, LLC Registered adviser IUSG	$709,318	1.06%	3,661	—	+4 +0.1%	Shares	2026-10-20
Mid NORDEN GROUP LLC Registered adviser IUSG	$651,000	0.97%	3,360	—	0 0.0%	Shares	2026-10-20
Small DAGCO, INC. Registered adviser IUSG	$604,693	0.90%	3,121	—	+147 +4.9%	Shares	2026-10-20
Mid Sowell Financial Services LLC Registered adviser IUSG	$425,281	0.63%	2,195	—	+180 +8.9%	Shares	2026-10-20
Small West Branch Capital LLC Registered adviser IUSG	$421,987	0.63%	2,178	—	+131 +6.4%	Shares	2026-10-20
Small INSTRUMENTAL WEALTH, LLC Registered adviser IUSG	$397,381	0.59%	2,051	—	+3 +0.1%	Shares	2026-10-20
Mid Prime Capital Investment Advisors, LLC IUSG	$379,943	0.57%	1,961	—	+33 +1.7%	Shares	2026-10-20
Mid OLD NATIONAL BANCORP /IN/ Bank IUSG	$374,518	0.56%	1,933	—	-37 -1.9%	Shares	2026-10-20
Small tru Independence LLC Registered adviser IUSG	$360,181	0.54%	1,859	—	New	Shares	2026-10-20
Small Parkway Wealth Management Group, LLC IUSG	$357,468	0.53%	1,845	—	-116 -5.9%	Shares	2026-10-20
Mid PINNACLE ASSOCIATES LTD Registered adviser IUSG	$266,018	0.40%	1,373	—	0 0.0%	Shares	2026-10-20
Small Balboa Wealth Partners IUSG	$258,268	0.38%	1,333	—	0 0.0%	Shares	2026-10-20
Small EHRLICH FINANCIAL GROUP IUSG	$257,881	0.38%	1,331	—	-87 -6.1%	Shares	2026-10-20
Mid WEATHERLY ASSET MANAGEMENT L. P. Registered adviser IUSG	$206,731	0.31%	1,067	—	-20 -1.8%	Shares	2026-10-20
Small Physician Wealth Advisors, Inc. Registered adviser IUSG	$73,431	0.11%	379	—	+60 +18.8%	Shares	2026-10-20
Small Breakwater Investment Management Registered adviser IUSG	$47,468	0.07%	245	—	0 0.0%	Shares	2026-10-20
Small Atlantic Edge Private Wealth Management, LLC Registered adviser IUSG	$31,968	0.05%	165	—	0 0.0%	Shares	2026-10-20
Small Wilkerson Advisory Group LLC IUSG	$28,093	0.04%	145	—	+39 +36.8%	Shares	2026-10-20
Mid Arlington Trust Co LLC IUSG	$24,218	0.04%	125	—	-125 -50.0%	Shares	2026-10-20
Small Owl Creek Wealth Partners LLC IUSG	$19,568	0.03%	101	—	0 0.0%	Shares	2026-10-20
Small City State Bank IUSG	$5,812	0.01%	30	—	0 0.0%	Shares	2026-10-20
Small Bullock Wealth Management Group Registered adviser IUSG	—	—	28	—	0 0.0%	Shares	2026-10-09
Small Watchman Group, Inc. Registered adviser IUSG	—	—	14,796	—	-273 -1.8%	Shares	2026-10-16
Small NORTH POINT PORTFOLIO MANAGERS CORP/OH IUSG	—	—	265	—	New	Shares	2026-10-07
Mid AWM CAPITAL, LLC Registered adviser IUSG	—	—	1,513	—	-12 -0.8%	Shares	2026-10-16
Mid MassMutual Private Wealth & Trust, FSB IUSG	—	—	1,600	—	0 0.0%	Shares	2026-10-05
Small Ulland Investment Advisors, LLC Registered adviser IUSG	—	—	5,005	—	-385 -7.1%	Shares	2026-10-13
Mid KWB Wealth Registered adviser IUSG	—	—	1,656	—	-9 -0.5%	Shares	2026-10-16
Mid Atria Investments, Inc Registered adviser IUSG	—	—	136,066	—	+8,465 +6.6%	Shares	2026-10-15
Micro FORTE ASSET MANAGEMENT LLC IUSG	—	—	4,949	—	0 0.0%	Shares	2026-10-13
Mid Fiduciary Alliance LLC IUSG	—	—	2,996	—	-32 -1.1%	Shares	2026-10-13
Mid Blue Trust, Inc. IUSG	—	—	1,803,536	—	-84,882 -4.5%	Shares	2026-10-15
Mid MOGY JOEL R INVESTMENT COUNSEL INC Registered adviser IUSG	—	—	250	—	0 0.0%	Shares	2026-10-13
Small MLG Wealth Management DBA Pine Grove Financial Group IUSG	—	—	6,630	—	+102 +1.6%	Shares	2026-10-13
Small Pacific Center for Financial Services Registered adviser IUSG	—	—	442	—	0 0.0%	Shares	2026-10-15
Small SWEENEY & MICHEL, LLC Registered adviser IUSG	—	—	8,671	—	-688 -7.4%	Shares	2026-10-16
Small NEW WAVE WEALTH ADVISORS LLC Registered adviser IUSG	—	—	17,550	—	+581 +3.4%	Shares	2026-10-19
Small Activest Wealth Management Registered adviser IUSG	—	—	25	—	0 0.0%	Shares	2026-10-15
Mid INDEPENDENT FINANCIAL GROUP, LLC Registered adviser IUSG	—	—	24,860	—	-712 -2.8%	Shares	2026-10-13
Small Clark Wealth Partners IUSG	—	—	15	—	0 0.0%	Shares	2026-10-19
Small PCA Investment Advisory Services Inc. IUSG	—	—	98,081	—	-3,477 -3.4%	Shares	2026-10-13
Mid CoreCap Advisors, LLC Registered adviser IUSG	—	—	1,181	—	+176 +17.5%	Shares	2026-10-08
Small Cornell Pochily Investment Advisors, Inc. Registered adviser IUSG	—	—	31,057	—	+1,384 +4.7%	Shares	2026-10-19
Micro COLUMBIA ADVISORY PARTNERS LLC Registered adviser IUSG	—	—	14,190	—	0 0.0%	Shares	2026-10-15
Large MATHER GROUP, LLC. Registered adviser IUSG	—	—	752	—	+358 +90.9%	Shares	2026-10-14
Small Patriot Financial Group Insurance Agency, LLC Registered adviser IUSG	—	—	5,253	—	0 0.0%	Shares	2026-10-14
Small BENNETT SELBY INVESTMENTS LP Registered adviser IUSG	—	—	4,585	—	0 0.0%	Shares	2026-10-19
Small Roxbury Financial LLC Registered adviser IUSG	—	—	387	—	+1 +0.3%	Shares	2026-10-01
Small ELEVATUS WELATH MANAGEMENT Registered adviser IUSG	—	—	3,334	—	+14 +0.4%	Shares	2026-10-19
Small Investors Research Corp Registered adviser IUSG	—	—	9,164	—	+197 +2.2%	Shares	2026-10-07
Small Shum Financial Group, Inc. IUSG	—	—	3,107	—	0 0.0%	Shares	2026-10-13
Small Independence Financial Advisors, LLC IUSG	—	—	27,672	—	-1,445 -5.0%	Shares	2026-10-08
Small St. Clair Advisors, LLC Registered adviser IUSG	—	—	11,054	—	0 0.0%	Shares	2026-10-13
Small Melone Private Wealth, LLC IUSG	—	—	3,506	—	-332 -8.7%	Shares	2026-10-16
Mid PFG Advisors Registered adviser IUSG	—	—	13,775	—	-440 -3.1%	Shares	2026-10-16
Small Insight Wealth Strategies, LLC Registered adviser IUSG	—	—	4,892	—	+4 +0.1%	Shares	2026-10-09
Mid B. Riley Wealth Advisors, Inc. IUSG	—	—	7,086	—	New	Shares	2026-10-13
Small RICHARDS, MERRILL & PETERSON, INC. Registered adviser IUSG	—	—	207	—	+75 +56.8%	Shares	2026-10-19
Micro Kroeger Financial Partners Registered adviser IUSG	—	—	1,899	—	0 0.0%	Shares	2026-10-19
Small Decker Retirement Planning Inc. Registered adviser IUSG	—	—	103	—	0 0.0%	Shares	2026-10-19
Mid Diversified Enterprises, LLC Registered adviser IUSG	—	—	7,662	—	-2,482 -24.5%	Shares	2026-10-19
Small Hamilton Capital, LLC Registered adviser IUSG	—	—	1,527	—	+296 +24.0%	Shares	2026-10-08
Small Meridian Financial Advisors, LLC Registered adviser IUSG	—	—	6,574	—	+43 +0.7%	Shares	2026-10-14
Small Hartmann Taylor Wealth Management, LLC Registered adviser IUSG	—	—	1,231	—	New	Shares	2026-10-14
Micro UMB Private Wealth Management, LLC Registered adviser IUSG	—	—	15	—	—	Shares	2026-10-19
Small Foguth Wealth Management, LLC. Registered adviser IUSG	—	—	1,482	—	+251 +20.4%	Shares	2026-10-19
Small Antonelli Financial Advisors, LLC IUSG	—	—	1,454	—	0 0.0%	Shares	2026-10-13
Mid Connecticut Wealth Management, LLC Registered adviser IUSG	—	—	2,098	—	-1,126 -34.9%	Shares	2026-10-13
Mid Venture Visionary Partners LLC Registered adviser IUSG	—	—	6,479	—	-24 -0.4%	Shares	2026-10-07
Small Able Wealth Management LLC IUSG	—	—	40,571	—	+404 +1.0%	Shares	2026-10-13
Small DOLIVER ADVISORS, LP Registered adviser IUSG	—	—	120,602	—	-9,133 -7.0%	Shares	2026-10-01
Mid GODSEY & GIBB, INC IUSG	—	—	28	—	0 0.0%	Shares	2026-10-14
Small Rydar Equities, Inc. IUSG	—	—	467	—	New	Shares	2026-10-13
Small Oak Asset Management, LLC Registered adviser IUSG	—	—	1,992	—	0 0.0%	Shares	2026-10-13
Small TRUE Private Wealth Advisors Registered adviser IUSG	—	—	2,635	—	-1,508 -36.4%	Shares	2026-10-19
Mid Dynamic Advisor Solutions LLC IUSG	—	—	1,415	—	New	Shares	2026-10-13
Small Family Legacy Financial Solutions, LLC Registered adviser IUSG	—	—	2,190	—	+2 +0.1%	Shares	2026-10-07
Small BOS Asset Management, LLC Registered adviser IUSG	—	—	59,795	—	-1,297 -2.1%	Shares	2026-10-09
Small Echo45 Advisors LLC Registered adviser IUSG	—	—	2,113	—	New	Shares	2026-10-07
Small JAMISON PRIVATE WEALTH MANAGEMENT, INC. IUSG	—	—	17,076	—	+129 +0.8%	Shares	2026-10-14
Small Peterson Wealth Advisors, LLC Registered adviser IUSG	—	—	3,407	—	+4 +0.1%	Shares	2026-10-08
Small Onyx Bridge Wealth Group LLC Registered adviser IUSG	—	—	2,066	—	0 0.0%	Shares	2026-10-16
Small Hudock, Inc. Registered adviser IUSG	—	—	128,299	—	+269 +0.2%	Shares	2026-10-14
Mid EASTERN BANK IUSG	—	—	44	—	-28 -38.9%	Shares	2026-10-05
Mid TITLEIST ASSET MANAGEMENT, LLC Registered adviser IUSG	—	—	5,772	—	+557 +10.7%	Shares	2026-10-08
Small HALBERT HARGROVE GLOBAL ADVISORS, LLC Registered adviser IUSG	—	—	145	—	0 0.0%	Shares	2026-10-16
Small Financial Partners Group, Inc Registered adviser IUSG	—	—	6,510	—	+1,420 +27.9%	Shares	2026-10-19
Micro IRONWOOD WEALTH MANAGEMENT, INC. Registered adviser IUSG	—	—	75,042	—	-260 -0.3%	Shares	2026-10-14
Small TriaGen Wealth Management LLC Registered adviser IUSG	—	—	16,431	—	-52 -0.3%	Shares	2026-10-14
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