IUSG Institutional Ownership & Shareholders
ISHARES CORE S&P U.S. GROWTH (IUSG) is currently held by 933 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $25.15B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $9.82B, representing an estimated loss of -2.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% 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
933
Total Reported Value
$25.15B
Largest Holder
Bank Of America Corp
Largest Position
$10.07B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
30
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 | $9,822,436,030 | -$243,500,479 | -2.42% | |
| Morgan Stanley | 0.15% | 14,645,320 | $2,754,638,632 | $2,688,002,033 | -$66,636,599 | -2.42% | |
| Lpl Financial Llc | 0.62% | 14,626,998 | $2,751,192,093 | $2,684,639,213 | -$66,552,880 | -2.42% | |
| Jones Financial Companies Lllp | 0.50% | 6,829,303 | $1,241,950,816 | $1,253,450,273 | +$11,499,457 | +0.93% | |
| Envestnet Asset Management Inc | 0.14% | 3,166,362 | $595,533,433 | $581,154,081 | -$14,379,352 | -2.41% | |
| Merit Financial Group, Llc | 2.45% | 2,092,449 | $393,568,800 | $384,048,089 | -$9,520,711 | -2.42% | |
| Blue Trust, Inc. | 3.68% | 1,803,536 | $349,435,108 | $331,020,997 | -$18,414,111 | -5.27% | |
| Jpmorgan Chase & Co | 0.02% | 1,533,948 | $284,731,867 | $281,540,816 | -$3,191,051 | -1.12% | |
| Raymond James Financial Inc | 0.08% | 1,476,303 | $277,677,859 | $270,960,653 | -$6,717,206 | -2.42% | |
| Ubs Group Ag | 0.04% | 1,307,346 | $245,898,709 | $239,950,285 | -$5,948,424 | -2.42% | |
| Natixis Advisors, Llc | 0.26% | 1,249,539 | $235,025,000 | $229,340,388 | -$5,684,612 | -2.42% | |
| Royal Bank Of Canada | 0.04% | 1,247,059 | $234,560,000 | $228,885,209 | -$5,674,791 | -2.42% | |
| Pnc Financial Services Group, Inc. | 0.12% | 1,195,599 | $224,880,161 | $219,440,240 | -$5,439,921 | -2.42% | |
| Wells Fargo & Company/Mn | 0.04% | 1,128,013 | $212,167,918 | $207,035,506 | -$5,132,412 | -2.42% | |
| Facet Wealth, Inc. | 2.39% | 884,912 | $166,443,091 | $162,416,748 | -$4,026,343 | -2.42% | |
| Benjamin Edwards Inc | 1.42% | 825,427 | $155,261,021 | $151,498,872 | -$3,762,149 | -2.42% | |
| Commonwealth Equity Services, Llc | 0.19% | 809,815 | $152,318,168 | $148,633,445 | -$3,684,723 | -2.42% | |
| Fmr Llc | 0.01% | 697,287 | $131,152,724 | $127,980,056 | -$3,172,668 | -2.42% | |
| Cetera Investment Advisers | 0.11% | 657,270 | $123,625,753 | $120,635,336 | -$2,990,417 | -2.42% | |
| Corient Private Wealth Llc | 0.14% | 550,068 | $103,461,627 | $100,959,481 | -$2,502,146 | -2.42% | |
| Blair William & Co/Il | 0.25% | 501,346 | $94,298,260 | $92,017,045 | -$2,281,215 | -2.42% | |
| Shp Wealth Management | 6.47% | 500,298 | $94,101,005 | $91,824,695 | -$2,276,310 | -2.42% | |
| Ameriprise Financial Inc | 0.02% | 480,739 | $90,420,476 | $88,234,836 | -$2,185,640 | -2.42% | |
| Citizens Financial Group Inc/Ri | 0.96% | 424,581 | $82,262,655 | $77,927,597 | -$4,335,058 | -5.27% | |
| Osaic Holdings, Inc. | 0.09% | 420,115 | $79,076,684 | $77,107,907 | -$1,968,777 | -2.49% | |
| Allworth Financial Lp | 0.33% | 415,167 | $78,088,796 | $76,199,751 | -$1,889,045 | -2.42% | |
| Madison Wealth Partners, Inc | 9.81% | 409,922 | $77,102,171 | $75,237,084 | -$1,865,087 | -2.42% | |
| Kintra Wealth, Llc | 3.72% | 365,112 | $71,175,014 | $67,012,656 | -$4,162,358 | -5.85% | |
| Legacy Financial Group Llc | 7.89% | 372,777 | $70,115,575 | $68,419,491 | -$1,696,084 | -2.42% | |
| Modera Wealth Management, Llc | 0.72% | 351,853 | $68,171,523 | $64,579,100 | -$3,592,423 | -5.27% | |
| Howe & Rusling Inc | 3.71% | 339,855 | $63,923,264 | $62,376,987 | -$1,546,277 | -2.42% | |
| Tanglewood Legacy Advisors, Llc | 20.39% | 335,931 | $63,185,274 | $61,656,776 | -$1,528,498 | -2.42% | |
| Curi Capital, Llc | 0.97% | 332,072 | $62,459,509 | $60,948,495 | -$1,511,014 | -2.42% | |
| Tennessee Valley Asset Management Partners | 6.83% | 329,315 | $61,940,731 | $60,442,475 | -$1,498,256 | -2.42% | |
| Cardinal Strategic Wealth Guidance | 12.36% | 289,900 | $54,527,318 | $53,208,246 | -$1,319,072 | -2.42% | |
| Bleakley Financial Group, Llc | 0.64% | 267,472 | $50,308,894 | $49,091,811 | -$1,217,083 | -2.42% | |
| Ddfg, Inc | 9.89% | 259,264 | $50,232,397 | $47,585,315 | -$2,647,082 | -5.27% | |
| Equitable Holdings, Inc. | 0.30% | 265,006 | $49,845,028 | $48,639,201 | -$1,205,827 | -2.42% | |
| Concurrent Investment Advisors, Llc | 0.32% | 237,031 | $45,924,785 | $43,504,670 | -$2,420,115 | -5.27% | |
| Gotham Asset Management, Llc | 0.11% | 243,786 | $45,853,709 | $44,744,482 | -$1,109,227 | -2.42% | |
| Aurdan Capital Management, Llc | 11.63% | 243,754 | $45,847,777 | $44,738,609 | -$1,109,168 | -2.42% | |
| Charles Schwab Trust Co | 2.62% | 234,363 | $45,407,831 | $43,014,985 | -$2,392,846 | -5.27% | |
| Veracity Capital Llc | 11.93% | 228,843 | $44,338,325 | $42,001,844 | -$2,336,481 | -5.27% | |
| Principal Securities, Inc. | 0.53% | 231,839 | $43,606,594 | $42,551,730 | -$1,054,864 | -2.42% | |
| Aspen Wealth Management Llc | 6.89% | 223,087 | $43,223,040 | $40,945,388 | -$2,277,652 | -5.27% | |
| Voisard Asset Management Group, Inc. | 8.03% | 223,003 | $43,206,771 | $40,929,971 | -$2,276,800 | -5.27% | |
| Hilltop Wealth Advisors, Llc | 21.49% | 228,398 | $42,959,386 | $41,920,169 | -$1,039,217 | -2.42% | |
| Private Advisor Group, Llc | 0.19% | 216,562 | $40,733,120 | $39,747,789 | -$985,331 | -2.42% | |
| Westwood Holdings Group Inc | 0.30% | 214,791 | $40,400,025 | $39,422,740 | -$977,285 | -2.42% | |
| Scs Capital Management Llc | 0.36% | 204,044 | $38,378,683 | $37,450,236 | -$928,447 | -2.42% |
Frequently asked questions about IUSG
Who are the largest institutional holders of IUSG?
The largest institutional holders of IUSG reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Lpl Financial Llc, Jones Financial Companies Lllp, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported IUSG position.
What is IUSG institutional ownership?
This page tracks IUSG positions reported by institutional investment managers through SEC Form 13F. ISHARES CORE S&P U.S. GROWTH (IUSG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IUSG?
InsiderSet currently tracks 933 institutional managers reporting IUSG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IUSG shareholders.
How much IUSG stock do institutions own?
Institutional investment managers disclosed approximately $25.15B in IUSG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IUSG institutional ownership last updated?
The latest IUSG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IUSG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IUSG position after the reporting date.
Are institutions buying or selling IUSG?
Institutional buying and selling can be analyzed by comparing IUSG positions across consecutive 13F reporting periods. InsiderSet's IUSG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IUSG ownership changes.
How has IUSG institutional ownership changed over time?
InsiderSet tracks IUSG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.