13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
IUSG

ISHARES CORE S&P U.S. GROWTH

912 institutions still hold ISHARES CORE S&P U.S. GROWTH as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287671·Exchange Traded Fund·912 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.8%
vs prior quarter
13F value held
$16.8B
67.0% inst. owned
of float
Holders
912
-24 QoQ
filers reporting
Activity
+68 / −47
+893 added · −833 reduced
this quarter
Concentration
48.87%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

912 institutions reported IUSG in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 48.9% of the visible book. -24 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$8.2B52.8M0.60%Q1 202602
MORGAN STANLEY
CIK 0000895421
$2.3B14.5M0.14%Q1 202603
LPL Financial LLC
CIK 0001403438
$2.2B14.4M0.59%Q1 202604
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$1.0B6.7M0.49%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$445M2.9M0.12%Q1 202606
Merit Financial Group, LLC
CIK 0001621225
$303M2.0M2.25%Q1 202607
Blue Trust, Inc.
CIK 0001856022
$290M1.9M3.31%Q1 202608
JPMORGAN CHASE & CO
CIK 0000019617
$235M1.6M0.02%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$222M1.4M0.07%Q1 202610
UBS Group AG
CIK 0001610520
$212M1.4M0.03%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$189M1.2M0.03%Q1 202612
Kestra Investment Management, LLC
CIK 0001962449
$176M1.1M3.03%Q1 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$176M1.1M0.03%Q1 202614
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$165M980K0.10%Q4 202515
Facet Wealth, Inc.
CIK 0001748271
$126M814K2.19%Q1 202616
BENJAMIN EDWARDS INC
CIK 0001451623
$122M787K1.21%Q1 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$120M777K0.17%Q1 202618
FMR LLC
CIK 0000315066
$108M696K0.01%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$99M638K0.11%Q1 202620
SHP Wealth Management
CIK 0001807060
$77M497K5.81%Q1 2026
Page 1 of 46
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