ISHARES CORE S&P U.S. GROWTH (IUSG) Institutional Shareholders
ISHARES CORE S&P U.S. GROWTH (IUSG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $25.04B in IUSG holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IUSG tracked by InsiderSet, reporting ownership valued at approximately $10.07B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.02B, representing an estimated loss of -0.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 76% of the total disclosed IUSG value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES CORE S&P U.S. GROWTH (IUSG).
This page ranks the largest institutional IUSG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
920
Total Reported Value
$25.04B
Largest Holder
Bank Of America Corp
Largest Position
$10.07B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.65% | 53,516,596 | $10,065,936,509 | $10,023,123,265 | -$42,813,244 | -0.43% | |
| Morgan Stanley | 0.15% | 14,645,320 | $2,754,638,632 | $2,742,921,983 | -$11,716,649 | -0.43% | |
| Lpl Financial Llc | 0.62% | 14,626,998 | $2,751,192,093 | $2,739,490,455 | -$11,701,638 | -0.43% | |
| Jones Financial Companies Lllp | 0.50% | 6,829,303 | $1,241,950,816 | $1,279,060,159 | +$37,109,343 | +2.99% | |
| Envestnet Asset Management Inc | 0.14% | 3,166,362 | $595,533,433 | $593,027,939 | -$2,505,494 | -0.42% | |
| Merit Financial Group, Llc | 2.45% | 2,092,449 | $393,568,800 | $391,894,773 | -$1,674,027 | -0.43% | |
| Blue Trust, Inc. | 3.72% | 1,888,418 | $355,192,562 | $353,681,807 | -$1,510,755 | -0.43% | |
| Jpmorgan Chase & Co | 0.02% | 1,533,948 | $284,731,867 | $287,293,121 | +$2,561,254 | +0.90% | |
| Raymond James Financial Inc | 0.08% | 1,476,303 | $277,677,859 | $276,496,789 | -$1,181,070 | -0.43% | |
| Ubs Group Ag | 0.04% | 1,307,346 | $245,898,709 | $244,852,832 | -$1,045,877 | -0.43% | |
| Natixis Advisors, Llc | 0.26% | 1,249,539 | $235,025,000 | $234,026,159 | -$998,841 | -0.42% | |
| Royal Bank Of Canada | 0.04% | 1,247,059 | $234,560,000 | $233,561,680 | -$998,320 | -0.43% | |
| Pnc Financial Services Group, Inc. | 0.12% | 1,195,599 | $224,880,161 | $223,923,737 | -$956,424 | -0.43% | |
| Wells Fargo & Company/Mn | 0.04% | 1,128,013 | $212,167,918 | $211,265,555 | -$902,363 | -0.43% | |
| Facet Wealth, Inc. | 2.39% | 884,912 | $166,443,091 | $165,735,168 | -$707,923 | -0.43% | |
| Benjamin Edwards Inc | 1.42% | 825,427 | $155,261,021 | $154,594,223 | -$666,798 | -0.43% | |
| Commonwealth Equity Services, Llc | 0.19% | 809,815 | $152,318,168 | $151,670,251 | -$647,917 | -0.43% | |
| Fmr Llc | 0.01% | 697,287 | $131,152,724 | $130,594,882 | -$557,842 | -0.43% | |
| Cetera Investment Advisers | 0.11% | 657,270 | $123,625,753 | $123,100,098 | -$525,655 | -0.43% | |
| Corient Private Wealth Llc | 0.14% | 550,068 | $103,461,627 | $103,022,236 | -$439,391 | -0.42% | |
| Blair William & Co/Il | 0.25% | 501,346 | $94,298,260 | $93,897,092 | -$401,168 | -0.43% | |
| Shp Wealth Management | 6.47% | 500,298 | $94,101,005 | $93,700,812 | -$400,193 | -0.43% | |
| Ameriprise Financial Inc | 0.02% | 480,739 | $90,420,476 | $90,037,607 | -$382,869 | -0.42% | |
| Citizens Financial Group Inc/Ri | 0.99% | 437,273 | $82,246,768 | $81,896,860 | -$349,908 | -0.43% | |
| Osaic Holdings, Inc. | 0.09% | 420,115 | $79,076,684 | $78,683,338 | -$393,346 | -0.50% | |
| Allworth Financial Lp | 0.33% | 415,167 | $78,088,796 | $77,756,627 | -$332,169 | -0.43% | |
| Madison Wealth Partners, Inc | 9.81% | 409,922 | $77,102,171 | $76,774,291 | -$327,880 | -0.43% | |
| Kintra Wealth, Llc | 3.72% | 365,112 | $71,175,014 | $68,381,826 | -$2,793,188 | -3.92% | |
| Legacy Financial Group Llc | 7.89% | 372,777 | $70,115,575 | $69,817,404 | -$298,171 | -0.43% | |
| Modera Wealth Management, Llc | 0.71% | 354,960 | $66,764,427 | $66,480,458 | -$283,969 | -0.43% | |
| Howe & Rusling Inc | 3.71% | 339,855 | $63,923,264 | $63,651,443 | -$271,821 | -0.43% | |
| Tanglewood Legacy Advisors, Llc | 20.39% | 335,931 | $63,185,274 | $62,916,517 | -$268,757 | -0.43% | |
| Curi Capital, Llc | 0.97% | 332,072 | $62,459,509 | $62,193,765 | -$265,744 | -0.43% | |
| Tennessee Valley Asset Management Partners | 6.83% | 329,315 | $61,940,731 | $61,677,406 | -$263,325 | -0.43% | |
| Cardinal Strategic Wealth Guidance | 12.36% | 289,900 | $54,527,318 | $54,295,371 | -$231,947 | -0.43% | |
| Bleakley Financial Group, Llc | 0.64% | 267,472 | $50,308,894 | $50,094,831 | -$214,063 | -0.43% | |
| Equitable Holdings, Inc. | 0.30% | 265,006 | $49,845,028 | $49,632,974 | -$212,054 | -0.43% | |
| Charles Schwab Trust Co | 2.67% | 254,306 | $47,832,416 | $47,628,971 | -$203,445 | -0.43% | |
| Ddfg, Inc | 9.44% | 252,703 | $47,530,936 | $47,328,745 | -$202,191 | -0.43% | |
| Gotham Asset Management, Llc | 0.11% | 243,786 | $45,853,709 | $45,658,680 | -$195,029 | -0.43% | |
| Aurdan Capital Management, Llc | 11.63% | 243,754 | $45,847,777 | $45,652,687 | -$195,090 | -0.43% | |
| Principal Securities, Inc. | 0.53% | 231,839 | $43,606,594 | $43,421,126 | -$185,468 | -0.43% | |
| Hilltop Wealth Advisors, Llc | 21.49% | 228,398 | $42,959,386 | $42,776,661 | -$182,725 | -0.43% | |
| Veracity Capital Llc | 11.55% | 227,402 | $42,772,032 | $42,590,121 | -$181,911 | -0.43% | |
| Voisard Asset Management Group, Inc. | 7.81% | 219,334 | $41,254,462 | $41,079,065 | -$175,397 | -0.43% | |
| Private Advisor Group, Llc | 0.19% | 216,562 | $40,733,120 | $40,559,897 | -$173,223 | -0.43% | |
| Westwood Holdings Group Inc | 0.30% | 214,791 | $40,400,025 | $40,228,206 | -$171,819 | -0.43% | |
| Aspen Wealth Management Llc | 6.75% | 211,338 | $39,750,578 | $39,581,494 | -$169,084 | -0.43% | |
| Scs Capital Management Llc | 0.36% | 204,044 | $38,378,683 | $38,215,401 | -$163,282 | -0.43% | |
| United Capital Financial Advisors, Llc | 0.21% | 202,069 | $38,076,065 | $37,845,503 | -$230,562 | -0.61% |
Frequently asked questions about IUSG
Who owns the most IUSG stock?
The largest holders of IUSG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES CORE S&P U.S. GROWTH (IUSG).
Is IUSG widely held by superinvestors?
Many widely followed stocks like IUSG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IUSG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.