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Disclosery

IUSG ISHARES TR

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ETF (fund)

913 managers (928 13F filers) reported a position in IUSG shares at 2026-06-30, 136,787,483 shares in all. 105 filers opened a position and 41 filers sold out during the quarter.

Managers
913
13F filers
928
New
105
Added
316
Reduced
265
Sold out
41
Shares held by filers
136,787,483

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/53,516,596$10.1B0.65%+742,03813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY14,645,320$2.75B0.15%+100,28513F-HRTimelineGroup
LPL Financial LLC14,626,998$2.75B0.62%+247,66113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,829,303$1.24B0.5%+88,13213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC3,166,362$596M0.14%+298,33213F-HRTimelineGroup
Merit Financial Group, LLC2,092,449$394M2.45%+138,21713F-HR/ATimeline
Blue Trust, Inc.1,888,418$355M3.72%+20,99713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,533,948$285M0.02%-40,54113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,476,303$278M0.08%+47,49013F-HRTimelineGroup
HighTower Advisors, LLC1,465,956$276M0.26%+1,000,83813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,584,895$257M+167,997Timeline
UBS Group AGgroup of 2 filers holding1,323,751$249M-62,291Timeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers1,249,539$235M0.26%-96,89713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,247,059$235M0.04%+26,94113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,221,245$230M0.11%+106,99513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,128,013$212M0.04%-4,38113F-HRTimelineGroup
Facet Wealth, Inc.884,912$166M2.39%+70,91613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC825,427$155M1.42%+38,09013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC809,815$152M0.19%+33,04013F-HRTimeline
FMR LLCin group FMR LLC697,287$131M0.01%+95913F-HRTimelineGroup
Cetera Investment Advisers657,270$124M0.11%+19,19113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP550,068$103M0.14%+106,41713F-HR/ATimelineGroup
BLAIR WILLIAM & CO/IL501,346$94.3M0.25%+23,06813F-HRTimeline
SHP Wealth Management500,298$94.1M6.47%+3,66213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC480,739$90.4M0.02%+87,27813F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…437,273$82.2M0.99%-12,28613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.420,115$79.1M0.09%+41,26113F-HRTimelineGroup
Allworth Financial LP415,167$78.1M0.33%-15,88213F-HRTimeline
Madison Wealth Partners, Inc409,922$77.1M9.81%-63213F-HRTimeline
KINTRA WEALTH, LLC365,112$71.2M3.72%+82,44013F-HRTimeline
Legacy Financial Group LLC372,777$70.1M7.89%+32,42713F-HRTimeline
Modera Wealth Management, LLC354,960$66.8M0.71%+2,63513F-HRTimeline
HOWE & RUSLING INC339,855$63.9M3.71%+1,12113F-HRTimeline
Tanglewood Legacy Advisors, LLC335,931$63.2M20.39%-28513F-HRTimeline
Curi Capital, LLC332,072$62.5M0.97%+51,58113F-HRTimeline
Tennessee Valley Asset Management Partn…329,315$61.9M6.83%-1,68613F-HRTimeline
Cardinal Strategic Wealth Guidance289,900$54.5M12.36%-49,31913F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding282,914$53.2M-31,602Timeline
Bleakley Financial Group, LLC267,472$50.3M0.64%+1,73913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.265,006$49.8M0.3%+16,92513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…260,289$49M0.03%+6,83213F-HRTimelineGroup
DDFG, Inc252,703$47.5M9.44%-20,79113F-HRTimeline
Gotham Asset Management, LLC243,786$45.9M0.11%+108,11013F-HRTimeline
Aurdan Capital Management, LLC243,754$45.8M11.63%+1,28113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC231,839$43.6M0.53%-22,36413F-HRTimelineGroup
HILLTOP WEALTH ADVISORS, LLC228,398$43M21.49%-12,85313F-HRTimeline
Veracity Capital LLC227,402$42.8M11.55%-80613F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.219,334$41.3M7.81%+4,41513F-HRTimeline
Private Advisor Group, LLC216,562$40.7M0.19%+3,65313F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC214,791$40.4M0.3%+176,29313F-HRTimelineGroup
Aspen Wealth Management LLC211,338$39.8M6.75%+13,01913F-HRTimeline
SCS Capital Management LLC204,044$38.4M0.36%+39513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…202,069$38.1M0.21%+31,59513F-HRTimelineGroup
Janney Montgomery Scott LLC198,097$37.3M0.07%+111,19313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…192,183$36.1M0.06%+1,65613F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC189,385$35.6M3.35%+1,22013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp187,866$35.3M0.59%-10,92113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.226,543$35.1M0.01%-2,06413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding183,724$34.6M-2,016Timeline
Valmark Advisers, Inc.179,657$33.8M0.36%-8,20213F-HRTimeline
ForthRight Wealth Management, LLC171,918$32.3M8.27%-1,62613F-HRTimeline
Integrated Wealth Concepts LLC170,157$32M0.16%+38,01513F-HRTimeline
MML INVESTORS SERVICES, LLC166,331$31.3M0.06%+29,66913F-HRTimeline
Sanctuary Advisors, LLC163,131$30.7M0.14%+6,29113F-HRTimeline
NorthStar Asset Management LLC /NJ/161,629$30.4M12.36%+11,31713F-HRTimeline
CX Institutional154,478$29.1M0.84%-12,24613F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC151,348$28.5M0.34%+30,06913F-HRTimelineGroup
Goldstone Financial Group, LLC147,931$27.8M2.54%+12,42613F-HRTimeline
Alliance Private Wealth, LLC147,476$27.7M9.64%-9,08013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp143,172$26.9M<0.01%+6,10213F-HRTimelineGroup
Waldron Private Wealth LLC142,383$26.8M0.93%-18,47513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management138,357$26M0.79%-18513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP138,172$26M0.02%+38113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC137,906$25.9M<0.01%+4,74513F-HRTimelineGroup
Strategies Wealth Advisors, LLC134,539$25.3M2.26%-15,69213F-HRTimeline
DOLIVER ADVISORS, LP129,735$24.4M5.53%-8513F-HRTimeline
Hudock, Inc.128,030$24.1M3.08%-1,37013F-HRTimeline
Atria Investments, Inc127,601$24M0.24%+5,02813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC122,713$23.1M1.18%+3,15613F-HRTimeline
Horizon Investments, LLC122,134$23M0.25%-114,91813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…120,374$22.6M0.19%+3,30813F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC119,223$22.4M0.21%+37213F-HRTimeline
Birchcreek Wealth Management, LLC118,414$22.3M8.68%-23513F-HRTimeline
Cambridge Investment Research Advisors,…118,301$22.3M0.05%-67,34113F-HR/ATimeline
ELEVATION WEALTH PARTNERS, LLC118,225$22.2M6.66%+38013F-HRTimeline
Systelligence, LLC112,585$21.2M3.54%new13F-HRTimeline
Petix & Botte Co104,982$19.7M3.97%+44,84213F-HRTimeline
PCA Investment Advisory Services Inc.101,558$19.1M5.33%+1,32713F-HRTimeline
Canvas Wealth Advisors, LLC101,556$19.1M2.66%+2,15613F-HRTimeline
Richard W. Paul & Associates, LLC100,700$18.9M5.79%-3413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.95,525$18M<0.01%-2,51313F-HRTimelineGroup
Mascoma Wealth Management LLC91,744$17.3M3.2%+56113F-HRTimeline
Main Street Financial Solutions, LLC90,838$17.1M1.1%+10713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS90,059$16.9M0.03%+1,89513F-HRTimeline
Roberts Financial Services LLC88,554$16.7M4.88%-3,30713F-HRTimeline
Financial Council, LLC85,946$16.2M5.24%+7913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding85,340$16.1M-1,293Timeline
Creative Planningin group Creative Planning84,716$15.9M0.01%+4,87613F-HRTimelineGroup
IHT Wealth Management, LLC82,368$15.5M0.33%-17013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding82,317$15.5M+3,985Timeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…81,361$15.3M0.05%-17,08213F-HRTimeline
VestGen Advisors, LLC80,938$15.2M0.45%-78,00713F-HRTimeline
Cosner Financial Group, LLC79,293$15.2M7.78%+1,40813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …79,015$14.8M0.02%-16,27813F-HRTimelineGroup
STEVENS CAPITAL PARTNERS78,151$14.7M2.8%-11,87513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…77,899$14.7M0.48%+13,86413F-HRTimelineGroup
Foundry Financial Group, Inc.77,418$14.6M6.3%+1,63213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP76,340$14.4M<0.01%+57,49513F-HRTimelineGroup
IFG Advisory, LLC75,859$14.3M0.5%new13F-HRTimeline
Brio Consultants, LLC75,494$14.2M1.66%-88113F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.75,302$14.2M5.99%-61513F-HRTimeline
Macro Advisors, Inc.74,910$14.1M4.49%+4,62113F-HRTimeline
Cresset Asset Management, LLC72,807$13.7M0.05%+10,83513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding75,228$13.6M+37,741Timeline
Seven Springs Wealth Group, LLC72,304$13.6M2.97%+6,18613F-HRTimeline
OneDigital Investment Advisors LLC72,221$13.6M0.11%-36213F-HRTimeline
&PARTNERS70,807$13.3M0.05%+17,55913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC68,937$13M0.24%+6,50613F-HRTimeline
Savant Capital, LLC66,492$12.5M0.04%+90413F-HRTimeline
Global Strategic Investment Solutions, …63,772$12M1.07%+1913F-HRTimeline
Arkadios Wealth Advisors62,845$11.8M0.18%+7,06313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.61,937$11.6M0.02%-3,98413F-HRTimelineGroup
BOS Asset Management, LLC61,092$11.5M2.67%-15,84213F-HRTimeline
Quent Capital, LLC60,599$11.4M0.7%-1,99613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.59,541$11.2M0.37%+52,16513F-HRTimelineGroup
Beacon Pointe Advisors, LLC56,955$10.7M0.05%+4,14713F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE67,779$10.5M0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP55,562$10.5M0.01%-3,04913F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC50,635$9.52M<0.01%+20,27413F-HRTimelineGroup
Bawa N Mallick Trust50,254$9.45M3.06%+13,27413F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA50,120$9.43M0.2%new13F-HRTimelineGroup
South Shore Capital Advisors49,860$9.38M6.28%+31013F-HRTimeline
NewEdge Advisors, LLC48,940$9.21M0.03%-1,32613F-HRTimeline
Mariner, LLCin group Mariner, LLC48,727$9.16M0.01%-19,35213F-HRTimelineGroup
MOTIVE WEALTH ADVISORS48,463$9.12M3.75%-43913F-HRTimeline
Phoenix Wealth Advisors48,409$9.11M3.07%+1,86513F-HRTimeline
Perigon Wealth Management, LLC48,107$9.05M0.14%-55613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…45,800$8.67M0.01%+2,48113F-HRTimeline
Spectrum Wealth Advisory Group, LLC45,564$8.57M2.44%-8113F-HRTimeline
LEGACY SOLUTIONS, LLC44,454$8.36M6.77%-4413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.43,839$8.25M0.13%+9,03313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC43,641$8.21M0.39%+21813F-HRTimeline
Merkkuri Wealth Advisors LLC42,803$8.05M4.99%+4,46113F-HRTimeline
HRT FINANCIAL LP42,000$7.9M0.01%+5,77313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC41,982$7.9M0.06%-7813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC41,753$7.85M0.05%+20,43013F-HRTimelineGroup
Amplius Wealth Advisors, LLC41,305$7.77M0.57%-99013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…41,010$7.71M2.22%-1213F-HRTimeline
Advisory Services Network, LLC40,404$7.6M0.09%+84213F-HRTimeline
Ackerman Capital Advisors, LLC40,281$7.58M1.53%+28913F-HRTimeline
Able Wealth Management LLC40,167$7.56M1.73%+23213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI39,414$7.41M0.34%+2,10713F-HRTimeline
Global Retirement Partners, LLC37,781$7.11M0.11%13F-HRTimeline
Endowment Wealth Management, Inc.36,936$6.95M2.69%+1,84013F-HRTimeline
Cornerstone Advisory, LLC36,272$6.82M0.57%-12413F-HRTimeline
Old Mission Investment Co LLC36,105$6.79M1.41%13F-HRTimeline
First Heartland Consultants, Inc.35,104$6.6M0.43%-45513F-HRTimeline
Rooted Wealth Advisors, Inc.34,793$6.54M1.6%+2,37313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\33,933$6.38M<0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC33,601$6.32M0.08%-1,15713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/33,441$6.29M<0.01%-34913F-HRTimelineGroup
MCDONALD PARTNERS LLC32,000$6.02M1.46%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC31,526$5.93M0.33%-1,33113F-HRTimeline
TIAAgroup of 3 filers holding31,441$5.91M+1,358Timeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.30,663$5.77M0.29%+10813F-HRTimelineGroup
OpenArc Corporate Advisory, LLC30,596$5.75M0.07%-1,91513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC30,575$5.75M0.02%-3,93613F-HRTimelineGroup
FORTRESS FINANCIAL GROUP, LLC30,550$5.75M2.87%-65,77713F-HR/ATimeline
Windward Private Wealth Management Inc.30,403$5.72M1.83%-18913F-HRTimeline
Cornell Pochily Investment Advisors, In…29,673$5.58M1.5%-41713F-HRTimeline
Garde Capital, Inc.29,323$5.52M0.25%-67813F-HRTimeline
Independence Financial Advisors, LLC29,117$5.48M1.42%-10,90513F-HRTimeline
Quantinno Capital Management LP29,023$5.46M0.01%+37413F-HRTimeline
Flagship Private Wealth, LLC28,999$5.45M1.93%+99113F-HRTimeline
WealthShield Partners, LLC28,938$5.44M0.83%+68713F-HRTimeline
Columbus Macro, LLC28,856$5.43M0.53%+2,55713F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC28,730$5.4M0.71%-2,38013F-HR/ATimeline
ASPIRIANT, LLC28,293$5.32M0.13%+50613F-HRTimeline
Stonebridge Financial Planning Group, L…28,156$5.3M1.69%-30313F-HRTimeline
Neumann Capital Management, LLC27,866$5.24M3.47%+5013F-HRTimeline
JMG Financial Group, Ltd.27,811$5.23M0.13%+1,50413F-HRTimeline
Greenline Partners, LLC27,574$5.19M0.53%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…27,535$5.18M0.01%-13513F-HRTimelineGroup
MAI Capital Management27,123$5.1M0.02%+20,77513F-HRTimeline
Midwest Trust Co27,054$5.09M0.06%+1,21813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC26,910$5.06M0.34%+4,01513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp26,820$5.04M0.01%-1,19013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,177$4.92M<0.01%new13F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.27,171$4.91M0.01%+7,42213F-HRTimelineGroup
Kingsview Wealth Management, LLC25,818$4.86M0.06%+6,24713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC25,572$4.81M0.09%+47613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\25,284$4.76M0.01%-1,58213F-HRTimelineGroup
HB Wealth Management, LLC25,200$4.74M0.03%+39013F-HRTimeline
Omega Financial Group, LLC25,020$4.71M1.43%+713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV25,004$4.7M0.01%+58313F-HR/ATimeline
Clearstead Advisors, LLC24,474$4.6M0.04%-12,30013F-HRTimeline
Golden State Wealth Management, LLC23,285$4.38M0.4%+213F-HRTimeline
Valpey Financial Services, LLC22,879$4.3M2.56%-24013F-HRTimeline
Americana Partners, LLC22,860$4.3M0.1%-4813F-HRTimeline
Prospera Financial Services Inc22,748$4.28M0.06%+2,08113F-HRTimeline