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iShares Core S&P US Growth ETF - IUSG

iShares Core S&P US Growth ETF - IUSG

Profile

Data Providers

Quote

  • nav ($)
    69.72
  • nav change
    0.32 / 0.5%
(As of Monday June 01, 2020)

Overview

  • distribution channel

    Institutional

  • ticker

    IUSG

  • category

    Large-Cap Growth Funds

  • management type

    Index

  • total assets

    $8.49B

Read description

Fund Scorecard

assets
$8B
Great
flows
$243M
Great
fees
0.04%
Lowest
turnover
31%
Below Average
performance
19.60%
Average
manager tenure
7.0
Average

Holders

ETF Holders

Filing period ending Dec. 31, 2015
There is no ETF data available to display at this time.

Balance Summary

holder
Schmidt P J Investment Management Inc
Hightower Advisors, Llc
Raymond James & Associates
Patten Group, Inc.

Fifth Third Bancorp

Clearbridge Investments, Llc

Sun Life Financial Inc

Tiaa Cref Trust Co Fsb/mo

Lpl Financial Llc
Raymond James Financial Services Advisors, Inc.

Ameriprise Financial Inc

Citigroup Inc
Commonwealth Equity Services, Inc

St Germain D J Co Inc

Us Financial Advisors, Llc

M&t Bank Corp

National Planning Corp
Integrated Wealth Management

High Falls Advisors, Inc

Heritage Wealth Advisors
Monetary Management Group Inc

American International Group Inc

Blackrock Inc.
Calamos Wealth Management Llc
Gerstein Fisher

Ladenburg Thalmann Financial Services Inc

Mycio Wealth Partners, Llc
Morgan Stanley
William Blair Investment Management, Llc
Wells Fargo & Company/mn
Cetera Advisors Llc

Royal Bank Of Canada

Goldman Sachs Group Inc

Old Second National Bank Of Aurora

Community Financial Services Group, Llc

Burt Wealth Advisors
Waverton Investment Management Ltd
Rehmann Capital Advisory Group
Ngam Advisors, L.p.
William Harris Investors Inc
Private Advisor Group, Llc
Brown Brothers Harriman & Co
Hollencrest Securities Llc

Pnc Financial Services Group, Inc.

Roble, Belko & Company, Inc
Oak Ridge Investments Llc
Winslow, Evans & Crocker, Inc.
Aviance Capital Management, Llc

Bank Of America Corp /de/

Nicolet Bankshares Inc

Northwestern Mutual Wealth Management Co

American Economic Planning Group Inc /adv
Us Bancorp \de\
Puplava Financial Services, Inc.
Janney Montgomery Scott Llc

Ubs Group Ag

Wrapmanager Inc
Blair William & Co/il
Sanctuary Wealth Advisors, Llc
Neumann Capital Management, Llc
Asset Management Group, Inc.
Metlife Securities, Inc
Bb&t Corp

Ifp Advisors, Inc

Lateef Investment Management, L.p.
Kayne Anderson Rudnick Investment Management Llc

Jones Financial Companies Lllp

Cim, Llc

Jane Street Group, Llc

Family Firm, Inc.

Legacy Private Trust Co.

True Private Wealth Advisors

Colony Group Llc
Armbruster Capital Management, Inc.
Pittenger & Anderson Inc

Whittier Trust Co Of Nevada Inc

Bb&t Securities, Llc
Fmr Llc
Cetera Advisor Networks Llc
Stifel Financial Corp
Calamos Advisors Llc
Atria Investments Llc

Westfield Capital Management Co Lp

Hochman Cole Investment Advisors, Inc.

Creative Planning
First Republic Investment Management, Inc.
First City Capital Management, Inc.

Whittier Trust Co

Cambridge Investment Research Advisors, Inc.
Advisory Services Network, Llc
Envestnet Asset Management Inc
First Allied Advisory Services, Inc.
    Filing period ending Dec. 31, 2015

    Assets

    Net Assets

    Total Net Assets

    $8.49B

    (Through May 2020)
    There is no Assets data available to display at this time.

    Flows

    Net Flows

    1 Year Net Flows

    $243.03M

    (Through Feb 2017)
    There is no Flow data available to display at this time.
    * BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

    Fees

    Fee Comparison

    expense ratio

    0.04%

    Lowest
    There is no Fee data available to display at this time.

    Turnover

    turnover

    31%

    Below Average
    There is no Turnover data available to display at this time.

    Performance

    Growth of 10k

    1 Year Return

    19.60%

    There is no Performance data available to display at this time.
    Peer Group consists of 656 Large-Cap Growth Funds funds distributed through Institutional channels.

    Risk

    Standard Deviation ¹ 4.82
    Sharpe Ratio ² 0.78
    R-Squared ³ N/A
    Beta ³ N/A
    ¹ Calculated using a 36 month sample population.
    ² Calculated using a 36 month sample population benchmarked to the U.S. 3-Month T-Bill Total Return Index.
    ³ Calculated using a 36 month sample population benchmarked to the S&P 500 Monthly Reinvest Index.

    Rank in Category

    YTD
    1y
    3y
    5y
    [rank] out of [[total]]
    Large-Cap Growth Funds

    [[percentile|ordinalNumber]]

    percentile

    N/A

    There is no Rank in Category data available to display at this time

    Managers

    Current Fund Managers

    • Greg Savage

      01-01-2008 - present
    • Diane Hsiung

      01-01-2008 - present
    • Jennifer Hsui

      01-01-2012 - present
    • Matthew Goff

      01-01-2013 - present