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Who Owns iShares Core S&P U.S. Growth ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Core S&P U.S. Growth ETF.

Who crossed 5% of IUSG →
Managers holding
39
as of 2026-09-30
Reported value
$125M
summed across filings
Shares held
644.9K
Added vs trimmed
19 / 12
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Veracity Capital LLCCORE S&P US GWT228.8K shadded$44.3M
ELEVATION WEALTH PARTNERS, LLCCORE S&P US GWT118.6K shadded$23M
BOS Asset Management, LLCCORE S&P US GWT59.8K shtrimmed$11.6M
LEGACY SOLUTIONS, LLCCORE S&P US GWT45.7K shadded$8.9M
First Heartland Consultants, Inc.CORE RUSSELL GRW34.2K shtrimmed$6.6M
Independence Financial Advisors, LLCCORE S&P US GWT27.7K shtrimmed$5.4M
Farther Finance Advisors, LLCETF13.8K shadded$2.7M
RFG - Bristol Wealth Advisors, LLCCORE S&P US GWT11.7K shtrimmed$2.3M
Apella Capital, LLCCORE S&P US GWT11.2K shadded$2.2M
YHB Investment Advisors, Inc.CORE S&P US GWT10K shtrimmed$1.9M
Investors Research CorpCORE S&P US GWT9.2K shadded$1.8M
SAPIENT CAPITAL LLCCORE S&P US GWT6.6K shadded$1.3M
Venture Visionary Partners LLCCORE S&P US GWT6.5K shtrimmed$1.3M
TITLEIST ASSET MANAGEMENT, LLCCORE S&P US GWT5.8K shadded$1.1M
FC Advisory LLCCORE S&P US GWT5K shheld$966.8K
Insight Wealth Strategies, LLCCORE S&P US GWT4.9K shadded$947.9K
Kaizen Financial StrategiesCORE S&P US GWT4.7K shadded$901.3K
Weaver Consulting GroupCORE S&P US GWT4.6K shadded$897.8K
Legacy Private Trust Co.CORE S&P US GWT4.3K shtrimmed$838.9K
COLLECTIVE FAMILY OFFICE LLCCORE S&P US GWT3.5K shtrimmed$669K
Peterson Wealth Advisors, LLCCORE S&P US GWT3.4K shadded$660.2K
Valeo Financial Advisors, LLCETF3.3K shtrimmed$644.1K
KFA Private Wealth Group, LLCCORE S&P US GWT2.8K shadded$548.2K
FINANCIAL MANAGEMENT NETWORK INCCORE S&P US GWT2.3K shheld$448.4K
Family Legacy Financial Solutions, LLCCOM2.2K shadded$424.3K
Echo45 Advisors LLCCORE S&P US GWT2.1K sh—$409.4K
Avidian Wealth Enterprises, LLCCORE S&P US GWT1.7K shheld$326.8K
Castle Rock Wealth Management, LLCCORE S&P US GWT1.6K shadded$326.6K
Acropolis Investment Management, LLCCORE S&P US GWT1.6K shadded$318.2K
MassMutual Private Wealth & Trust, FSBExchange Traded Fund1.6K shheld$310K
Hamilton Capital, LLCCORE S&P US GWT1.5K shadded$296K
CoreCap Advisors, LLCETF1.2K shadded$228.8K
Everhart Financial Group, Inc.CORE S&P US GWT1.1K shheld$219.1K
ARMSTRONG ADVISORY GROUP, INCCORE S&P US GWT892 shtrimmed$172.8K
GAMMA Investing LLCETF533 shadded$103.3K
NORTH POINT PORTFOLIO MANAGERS CORP/OHCORE S&P US GWT265 sh—$51.3K
EASTERN BANKCORE S&P US GWT44 shtrimmed$8.5K
Bullock Wealth Management GroupETF28 shtrimmed$5.4K
Central Pacific Bank - Trust DivisionCORE S&P US GWT22 shheld$4.3K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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