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 $20.55B 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 $8.19B in its March 31, 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 $9.75B, representing an estimated gain of +19.16% 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
894
Total Reported Value
$20.55B
Largest Holder
Bank Of America Corp
Largest Position
$8.19B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
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 | 0.60% | 52,774,558 | $8,185,861,737 | $9,754,321,555 | +$1,568,459,818 | +19.16% | |
| Morgan Stanley | 0.14% | 14,545,035 | $2,256,080,737 | $2,688,358,819 | +$432,278,082 | +19.16% | |
| Lpl Financial Llc | 0.59% | 14,379,337 | $2,230,378,920 | $2,657,732,858 | +$427,353,938 | +19.16% | |
| Jones Financial Companies Lllp | 0.49% | 6,741,171 | $1,013,694,443 | $1,245,970,636 | +$232,276,193 | +22.91% | |
| Envestnet Asset Management Inc | 0.12% | 2,868,030 | $444,860,115 | $530,097,985 | +$85,237,870 | +19.16% | |
| Merit Financial Group, Llc | 2.45% | 2,092,449 | $393,568,800 | $386,747,349 | -$6,821,451 | -1.73% | |
| Blue Trust, Inc. | 3.72% | 1,888,418 | $355,192,562 | $349,036,299 | -$6,156,263 | -1.73% | |
| Raymond James Financial Inc | 0.07% | 1,428,813 | $221,623,132 | $264,087,507 | +$42,464,375 | +19.16% | |
| Ubs Group Ag | 0.04% | 1,367,788 | $212,157,597 | $252,808,256 | +$40,650,659 | +19.16% | |
| Royal Bank Of Canada | 0.04% | 1,220,118 | $189,253,000 | $225,514,410 | +$36,261,410 | +19.16% | |
| Kestra Investment Management, Llc | 3.03% | 1,133,813 | $175,865,736 | $209,562,657 | +$33,696,921 | +19.16% | |
| Wells Fargo & Company/Mn | 0.04% | 1,132,394 | $175,645,724 | $209,300,383 | +$33,654,659 | +19.16% | |
| Pnc Financial Services Group, Inc. | 0.11% | 1,088,512 | $168,839,127 | $201,189,673 | +$32,350,546 | +19.16% | |
| Facet Wealth, Inc. | 2.39% | 884,912 | $166,443,091 | $163,558,285 | -$2,884,806 | -1.73% | |
| Benjamin Edwards Inc | 1.42% | 825,427 | $155,261,021 | $152,563,672 | -$2,697,349 | -1.74% | |
| Commonwealth Equity Services, Llc | 0.19% | 809,815 | $152,318,168 | $149,678,106 | -$2,640,062 | -1.73% | |
| Fmr Llc | 0.01% | 696,328 | $108,007,440 | $128,702,304 | +$20,694,864 | +19.16% | |
| Cetera Investment Advisers | 0.11% | 638,079 | $98,972,361 | $117,936,142 | +$18,963,781 | +19.16% | |
| Shp Wealth Management | 5.81% | 496,636 | $77,034,663 | $91,793,232 | +$14,758,569 | +19.16% | |
| Blair William & Co/Il | 0.21% | 478,278 | $74,185,743 | $88,400,123 | +$14,214,380 | +19.16% | |
| Hightower Advisors, Llc | 0.08% | 465,118 | $72,144,663 | $85,967,760 | +$13,823,097 | +19.16% | |
| Citizens Financial Group Inc/Ri | 0.97% | 449,559 | $69,731,134 | $83,091,990 | +$13,360,856 | +19.16% | |
| Corient Private Wealth Llc | 0.10% | 443,651 | $68,911,202 | $82,000,014 | +$13,088,812 | +18.99% | |
| Allworth Financial Lp | 0.27% | 431,049 | $66,859,940 | $79,670,787 | +$12,810,847 | +19.16% | |
| Madison Wealth Partners, Inc | 10.16% | 410,554 | $63,681,004 | $75,882,696 | +$12,201,692 | +19.16% | |
| Ameriprise Financial Inc | 0.01% | 393,461 | $61,041,674 | $72,723,397 | +$11,681,723 | +19.14% | |
| Osaic Holdings, Inc. | 0.09% | 378,854 | $58,802,604 | $70,023,585 | +$11,220,981 | +19.08% | |
| Modera Wealth Management, Llc | 0.65% | 352,325 | $54,649,204 | $65,120,230 | +$10,471,026 | +19.16% | |
| Cardinal Strategic Wealth Guidance | 12.36% | 289,900 | $54,527,318 | $53,582,217 | -$945,101 | -1.73% | |
| Legacy Financial Group Llc | 6.64% | 340,350 | $52,791,674 | $62,906,891 | +$10,115,217 | +19.16% | |
| Howe & Rusling Inc | 3.43% | 338,734 | $52,541,079 | $62,608,205 | +$10,067,126 | +19.16% | |
| Tanglewood Legacy Advisors, Llc | 18.86% | 336,216 | $52,150,476 | $62,142,803 | +$9,992,327 | +19.16% | |
| Tennessee Valley Asset Management Partners | 6.78% | 331,001 | $51,341,500 | $61,178,915 | +$9,837,415 | +19.16% | |
| Charles Schwab Trust Co | 2.67% | 254,306 | $47,832,416 | $47,003,378 | -$829,038 | -1.73% | |
| Ddfg, Inc | 9.44% | 252,703 | $47,530,936 | $46,707,095 | -$823,841 | -1.73% | |
| Aurdan Capital Management, Llc | 11.63% | 243,754 | $45,847,777 | $45,053,052 | -$794,725 | -1.73% | |
| Kintra Wealth, Llc | 3.10% | 282,672 | $43,845,264 | $52,246,266 | +$8,401,002 | +19.16% | |
| Curi Capital, Llc | 0.78% | 280,491 | $43,506,948 | $51,843,152 | +$8,336,204 | +19.16% | |
| Veracity Capital Llc | 11.55% | 227,402 | $42,772,032 | $42,030,712 | -$741,320 | -1.73% | |
| Equitable Holdings, Inc. | 0.27% | 248,081 | $41,662,531 | $45,852,811 | +$4,190,280 | +10.06% | |
| Voisard Asset Management Group, Inc. | 7.81% | 219,334 | $41,254,462 | $40,539,503 | -$714,959 | -1.73% | |
| Bleakley Financial Group, Llc | 0.64% | 265,733 | $41,217,841 | $49,115,430 | +$7,897,589 | +19.16% | |
| Private Advisor Group, Llc | 0.19% | 216,562 | $40,733,120 | $40,027,154 | -$705,966 | -1.73% | |
| Aspen Wealth Management Llc | 6.75% | 211,338 | $39,750,578 | $39,061,603 | -$688,975 | -1.73% | |
| Principal Securities, Inc. | 0.58% | 254,203 | $39,429,406 | $46,984,340 | +$7,554,934 | +19.16% | |
| Northwestern Mutual Wealth Management Co | 0.02% | 253,457 | $39,313,683 | $46,846,457 | +$7,532,774 | +19.16% | |
| Alliancebernstein L.P. | 0.01% | 228,607 | $38,392,260 | $42,253,432 | +$3,861,172 | +10.06% | |
| Hilltop Wealth Advisors, Llc | 22.42% | 241,251 | $37,420,462 | $44,590,422 | +$7,169,960 | +19.16% | |
| Two Sigma Investments, Lp | 0.03% | 239,000 | $37,071,290 | $44,174,370 | +$7,103,080 | +19.16% | |
| Horizon Investments, Llc | 0.41% | 237,052 | $36,769,136 | $43,814,321 | +$7,045,185 | +19.16% |
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.