Security record · archived quarter
IUSG
iShares Core S&P U.S. Growth ETF · Financial Services · Asset Management
77Tracked holders
+4Δ holders
107.90MShares held
$20.24BReported value
+5New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +5.5% ·
share flow +1.7% ·
net new positions +3.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 77 | +4 | 107.90M | $20.24B | +5 | −2 |
| Q1 2026 | 75 | +2 | 106.57M | $16.49B | +4 | −2 |
| Q4 2025 | 73 | -1 | 94.94M | $15.95B | — | −1 |
| Q3 2025 | 11 | 0 | 18.25M | $3.00B | +2 | −2 |
| Q2 2025 | 8 | +1 | 1.22M | $183.69M | +2 | −1 |
| Q1 2025 | 4 | -1 | 47.08K | $5.98M | — | −1 |
| Q4 2024 | 5 | +2 | 110.72K | $15.43M | +3 | −1 |
| Q3 2024 | 3 | -1 | 249.11K | $32.86M | +1 | −2 |
| Q2 2024 | 4 | — | 97.34K | $12.41M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 53.52M | +1.4% | $10.07B | 0.6% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 14.65M | +0.7% | $2.75B | 0.1% | ▲ Add | 4 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 14.63M | +1.7% | $2.75B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 6.83M | +1.3% | $1.24B | 0.5% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 3.17M | +10.4% | $595.53M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 1.53M | -2.6% | $284.73M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 7 | Raymond James Financial Inc | 1.48M | +3.3% | $277.68M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | UBS Group AG | 1.31M | -4.4% | $245.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Royal Bank Of Canada | 1.25M | +2.2% | $234.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 10 | Pnc Financial Services Group, Inc. | 1.22M | +9.6% | $229.70M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 11 | Wells Fargo & Company/Mn | 1.13M | -0.4% | $212.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 12 | Commonwealth Equity Services, Llc | 809.82K | +4.2% | $152.32M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 697.29K | +0.1% | $131.15M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 657.27K | +3.0% | $123.63M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Blair William & Co/Il | 501.35K | +4.8% | $94.30M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 16 | Corient Private Wealth LP | 494.82K | +11.5% | $93.07M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 480.74K | +22.2% | $90.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Osaic Holdings, Inc. | 420.12K | +10.9% | $79.08M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 19 | Northwestern Mutual Wealth… | 260.29K | +2.7% | $48.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 243.79K | +79.7% | $45.85M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 192.18K | +0.9% | $36.15M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Alliancebernstein L.P. | 226.54K | -0.9% | $35.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Focus Partners Wealth | 179.64K | -1.5% | $33.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 166.33K | +21.7% | $31.29M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Allianz Asset Management GmbH | 145.90K | +115.3% | $27.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 143.17K | +4.5% | $26.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 27 | Stifel Financial Corp | 138.17K | +0.3% | $25.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 28 | Goldman Sachs Group ✦ | 137.91K | +3.6% | $25.94M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 29 | BlackRock ✦ (passive) | 95.53K | -2.6% | $17.97M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 30 | Captrust Financial Advisors | 90.06K | +2.1% | $16.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Creative Planning | 84.72K | +6.1% | $15.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Kayne Anderson Rudnick Investment… | 81.36K | -17.4% | $15.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fifth Third Bancorp | 80.38K | -0.9% | $15.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Allspring Global Investments… | 79.02K | -17.1% | $14.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 35 | Northern Trust Corp | 76.34K | +305.1% | $14.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 61.94K | -6.0% | $11.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 37 | Truist Financial Corp | 55.56K | -5.2% | $10.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 38 | AQR Capital Management ✦ | 50.63K | +66.8% | $9.52M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 39 | Mariner, LLC | 48.73K | -28.4% | $9.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 40 | Wealth Enhancement Advisory… | 45.80K | +5.7% | $8.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Hrt Financial Lp | 42.00K | +15.9% | $7.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Deutsche Bank Ag\ | 33.93K | 0.0% | $6.38M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 43 | Bank Of Montreal /Can/ | 33.44K | -1.0% | $6.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 44 | Lido Advisors, LLC | 30.57K | -11.4% | $5.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 45 | Quantinno Capital Management LP | 29.02K | +1.3% | $5.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Charles Schwab Investment… | 28.61K | -12.2% | $5.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Susquehanna International Group, Llp | 26.18K | New | $4.92M | 0.0% | New | 1 | SEC ↗ |
| 48 | CIBC Bancorp USA Inc. | 27.17K | +37.6% | $4.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 49 | Us Bancorp \De\ | 25.28K | -5.9% | $4.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 50 | Mercer Global Advisors Inc /Adv | 25.00K | +2.4% | $4.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | TD Waterhouse Canada Inc. | 22.80K | 0.0% | $4.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Jane Street Group, Llc | 18.91K | +21.3% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Citadel Advisors ✦ | 17.20K | New | $3.23M | 0.0% | New | 1 | SEC ↗ |
| 54 | UBS AM, a distinct business unit of… | 16.41K | -10.1% | $3.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Cerity Partners LLC | 12.43K | +3.3% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 56 | Citigroup Inc | 10.12K | +29.7% | $1.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Franklin Resources Inc | 8.84K | +37.8% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 58 | Millennium Management ✦ | 5.35K | New | $1.01M | 0.0% | New | 1 | SEC ↗ |
| 59 | Tudor Investment Corp Et Al | 4.84K | -89.2% | $911,296 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Empower Advisory Group, LLC | 4.26K | -6.7% | $802,204 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Financial Engines Advisors L.L.C. | 3.77K | +0.7% | $709,287 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Neuberger Berman Group LLC | 3.03K | 0.0% | $570,101 | 0.0% | Held | 3 | SEC ↗ |
| 63 | Nomura Asset Management Co Ltd | 2.84K | 0.0% | $533,799 | 0.0% | Held | 3 | SEC ↗ |
| 64 | Clearbridge Investments, LLC | 2.79K | -80.1% | $525,712 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Chevy Chase Trust Holdings, LLC | 2.51K | +86.0% | $472,294 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | First Trust Advisors Lp | 2.37K | 0.0% | $446,256 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Brown Advisory Inc | 2.25K | 0.0% | $423,767 | 0.0% | Held | 3 | SEC ↗ |
| 68 | D. E. Shaw & Co. ✦ | 1.79K | New | $335,929 | 0.0% | New | 1 | SEC ↗ |
| 69 | Assetmark, Inc | 1.56K | +10.4% | $293,232 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Belvedere Trading LLC | 1.48K | -25.7% | $278,185 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Nuveen, LLC | 1.42K | New | $266,900 | 0.0% | New | 1 | SEC ↗ |
| 72 | Fisher Asset Management ✦ | 1.37K | -42.7% | $257,311 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 73 | Two Sigma Investments ✦ | 1.30K | -99.5% | $244,517 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Invesco Ltd. | 1.29K | -10.9% | $242,567 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Russell Investments Group, Ltd. | 968 | +18.2% | $182,043 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Simplex Trading, Llc | 894 | +23.6% | $168,152 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | National Bank Of Canada /Fi/ | 250 | +35.1% | $47,022 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $4.92M | 0.0% |
| Citadel Advisors | $3.23M | 0.0% |
| Millennium Management | $1.01M | 0.0% |
| D. E. Shaw & Co. | $335,929 | 0.0% |
| Nuveen, LLC | $266,900 | 0.0% |
Exited
| HighTower Advisors, LLC | $72.14M | was 0.1% |
| Qube Research & Technologies… | $62,354 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 857 holders, 131.56M shares, $20.08B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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