Skip to content
Disclosery

IUSG ISHARES TR

Follow

ETF (fund)

918 managers (933 13F filers) reported a position in IUSG shares at 2026-06-30, 136,840,787 shares in all. 106 filers opened a position and 42 filers sold out during the quarter.

Managers
918
13F filers
933
New
106
Added
318
Reduced
267
Sold out
42
Shares held by filers
136,840,787

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
TD Waterhouse Canada Inc.22,803$4.27M0.01%-913F-HRTimeline
BAILARD, INC.22,630$4.26M0.09%+40613F-HRTimeline
CENTRAL TRUST Co22,583$4.25M0.08%-14713F-HRTimeline
William Howard & Co Financial Advisors …22,566$4.24M3.3%013F-HRTimeline
Western Wealth Management, LLC22,519$4.24M0.14%-513F-HRTimeline
Steward Partners Investment Advisory, L…22,154$4.17M0.02%-39413F-HRTimeline
IEQ CAPITAL, LLC21,976$4.13M0.02%+43713F-HRTimeline
Van Diest Capital, LLC21,804$4.1M3.67%+6,84313F-HRTimeline
EP Wealth Advisors, LLC21,686$4.08M0.02%+4,56913F-HRTimeline
Trek Financial, LLC21,296$4.01M0.2%+20613F-HRTimeline
Colorado Capital Management, Inc.21,049$3.96M1.35%-52113F-HRTimeline
Orion Porfolio Solutions, LLC20,934$3.94M0.03%+27713F-HRTimeline
D.A. DAVIDSON & CO.20,849$3.92M0.02%-13,01213F-HRTimeline
Bulwark Capital Corp20,845$3.92M2.21%+40613F-HRTimeline
Caprock Group, LLC20,633$3.88M0.07%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,021$3.77M0.07%-40013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…19,833$3.73M0.08%+11,65113F-HRTimelineGroup
RFG Advisory, LLC19,499$3.67M0.06%+1,63013F-HRTimeline
Sovereign Financial Group, Inc.19,353$3.64M0.56%-38813F-HRTimeline
Eagle Strategies LLC19,207$3.61M0.36%-17813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,910$3.56M<0.01%+3,32013F-HRTimelineGroup
Caliber Wealth Management, LLC / KS18,869$3.55M0.34%-20113F-HRTimeline
HARBOUR INVESTMENTS, INC.18,803$3.54M0.05%+1,02913F-HRTimeline
RASP WEALTH SOLUTIONS, LLC18,787$3.53M1.18%13F-HRTimeline
SEEDS INVESTOR LLC18,731$3.52M0.36%+3,14413F-HRTimeline
Stokes Family Office, LLC18,410$3.46M0.4%-4,73213F-HRTimeline
PRIVATE TRUST CO NA18,263$3.44M0.27%-39513F-HRTimeline
HighPoint Advisor Group LLC17,664$3.32M0.12%+59613F-HRTimeline
Sigma Planning Corp17,366$3.27M0.08%+1,98713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,198$3.23M<0.01%new13F-HR/ATimelineGroup
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC17,015$3.2M0.1%+1,96113F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC16,969$3.19M0.87%-1,41513F-HR/ATimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.16,947$3.19M0.33%-47413F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…16,875$3.17M0.82%-1,04013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.16,536$3.11M0.21%-108,06213F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC16,512$3.11M0.3%-2513F-HRTimeline
TriaGen Wealth Management LLC16,483$3.1M0.78%-40913F-HRTimeline
Integrated Advisors Network LLC16,030$3.02M0.14%+8,78013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT15,679$2.95M0.19%013F-HRTimeline
Arax Advisory Partners15,532$2.92M0.02%+6,43713F-HRTimeline
Vestmark Advisory Solutions, Inc.15,436$2.9M0.03%-16,55013F-HRTimeline
Watchman Group, Inc.15,069$2.83M0.63%-23713F-HRTimeline
Biondo Investment Advisors, LLC14,952$2.81M0.34%+97613F-HRTimeline
Provenance Wealth Advisors, LLC14,763$2.78M0.26%+2,32613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,707$2.77M0.03%+2,54313F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC14,687$2.76M0.05%-17,29913F-HRTimeline
Keenan, LLC14,602$2.75M1.94%-1,86413F-HRTimeline
PLANNING DIRECTIONS INC14,559$2.74M1.27%-30313F-HRTimeline
PFG Advisors14,215$2.67M0.13%-1,81713F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC14,190$2.67M1.47%013F-HRTimeline
BRIGHTON JONES LLC13,837$2.6M0.05%+1,84913F-HRTimeline
NewEdge Wealth, LLC13,793$2.59M0.03%+28613F-HRTimeline
MGO ONE SEVEN LLC13,735$2.58M0.04%-1,29513F-HRTimeline
Farther Finance Advisors, LLC13,652$2.57M0.02%-1,10913F-HRTimeline
Topel & Distasi Wealth Management, LLC13,625$2.56M1.24%013F-HRTimeline
Vise Technologies, Inc.13,367$2.51M0.03%+3,71113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC13,172$2.48M0.09%+1,11813F-HRTimeline
Navigation Group, LLC12,619$2.37M0.46%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,429$2.34M<0.01%+39713F-HRTimelineGroup
GC Wealth Management RIA, LLC12,343$2.32M0.13%+30513F-HRTimeline
BCS Wealth Management12,303$2.31M0.42%+34113F-HRTimeline
Summit Financial, LLC12,261$2.31M0.03%-4,07713F-HRTimeline
White Lighthouse Investment Management …12,257$2.31M0.29%-6513F-HRTimeline
RFG - Bristol Wealth Advisors, LLC12,144$2.28M0.55%-40013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,015$2.26M0.01%-3,76513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd11,937$2.25M0.03%new13F-HRTimelineGroup
ROBINSON SMITH WEALTH ADVISORS LLC11,772$2.21M1.33%+2,23013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,727$2.21M0.09%-2413F-HRTimeline
UPTICK PARTNERS, LLC11,670$2.2M0.34%+1,16213F-HRTimeline
Franklin Resourcesgroup of 2 filers holding11,638$2.19M-8,809Timeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC11,609$2.18M0.22%+79613F-HRTimeline
BEAM WEALTH ADVISORS, INC.11,491$2.16M0.48%-1,73713F-HR/ATimeline
Sequoia Financial Advisors, LLC11,430$2.15M0.01%-10613F-HRTimeline
Perennial Investment Advisors, LLC11,388$2.14M0.14%+2,73413F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding11,183$2.1M+298Timeline
Inspire Advisors, LLCin group Inspire Investing, LLC11,166$2.1M0.15%+3,82113F-HRTimelineGroup
Sterling Investment Counsel, LLC11,129$2.09M0.49%-1,48113F-HRTimeline
St. Clair Advisors, LLC11,054$2.08M0.53%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA10,815$2.03M0.01%-37213F-HRTimelineGroup
PRESILIUM PRIVATE WEALTH, LLC10,621$2M0.31%-14113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,621$2M0.01%-85513F-HRTimeline
GSG Advisors LLC10,616$2M0.44%+24413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP10,550$1.98M0.02%+7,74313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,428$1.96M0.09%+51013F-HRTimeline
Hubbell Strickland Wealth Management, L…10,171$1.91M0.69%+6913F-HRTimeline
Diversified Enterprises, LLC10,144$1.91M0.09%+2,48513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10,121$1.9M<0.01%+2,31513F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding10,101$1.9M-4Timeline
YHB Investment Advisors, Inc.10,077$1.9M0.12%+50013F-HRTimeline
CIM, LLC10,063$1.89M0.24%-9713F-HRTimeline
Darden Wealth Group Inc10,046$1.89M0.75%-11813F-HRTimeline
Waverly Advisors, LLC9,880$1.86M0.01%+1,70313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC9,807$1.84M0.05%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.9,788$1.84M0.56%-11913F-HRTimeline
Crestwood Advisors Group, LLC9,698$1.82M0.03%+60113F-HRTimeline
SWEENEY & MICHEL, LLC9,359$1.82M0.48%+1113F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC9,470$1.78M0.28%+7,35413F-HRTimeline
CATALYST PRIVATE WEALTH, LLC9,438$1.78M0.86%-33813F-HRTimeline
Heritage Wealth Management, Inc. /CA/9,418$1.77M0.88%-31713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,391$1.77M0.01%-2313F-HRTimelineGroup
Trilogy Capital Inc.9,259$1.74M0.07%-24813F-HRTimeline
MATAURO, LLC9,214$1.73M0.23%-1,43413F-HRTimeline
Barnes Dennig Private Wealth Management…9,157$1.72M1.38%+65813F-HRTimeline
Parallel Advisors, LLC9,027$1.7M0.03%-6013F-HRTimeline
PATTEN & PATTEN INC/TN9,010$1.69M0.09%013F-HRTimeline
Investors Research Corp8,967$1.69M0.3%+4813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC8,955$1.68M0.18%+23213F-HRTimeline
Keystone Financial Group8,739$1.64M0.1%-26413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…8,320$1.56M0.09%+51413F-HRTimeline
High Point Wealth Management, LLC8,261$1.55M1.27%+813F-HRTimeline
Benchmark Financial Wealth Advisors, LLC8,221$1.55M0.38%+813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT8,175$1.54M0.02%new13F-HR/ATimeline
VAUGHAN & Co SECURITIES, INC.8,155$1.53M0.72%-1713F-HRTimeline
Symphony Financial, Ltd. Co.8,150$1.53M0.17%+4613F-HRTimeline
Wealth Management Partners, LLC8,039$1.51M0.36%-13613F-HRTimeline
Total Clarity Wealth Management, Inc.8,027$1.51M0.29%+8013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC8,005$1.51M0.18%+213F-HRTimeline
Summit Wealth Partners, LLC7,938$1.49M0.21%013F-HRTimeline
American State Bank (Iowa)7,895$1.48M0.6%-1613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,876$1.48M<0.01%+3,51613F-HRTimelineGroup
Park Place Capital Corp7,722$1.45M0.23%+18213F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…7,809$1.45M0.47%-10513F-HRTimeline
Chicago Partners Investment Group LLC7,888$1.44M0.03%-63113F-HRTimeline
One Day In July LLC7,627$1.43M0.1%+15013F-HRTimeline
MONECO ADVISORS, LLC7,602$1.43M0.09%+1113F-HRTimeline
Foundations Investment Advisors, LLC7,547$1.42M0.01%+83913F-HRTimeline
Ipswich Investment Management Co., Inc.7,521$1.41M0.3%013F-HRTimeline
Innovative Wealth Building LLC7,433$1.4M0.81%-65513F-HRTimeline
Savvy Advisors, Inc.7,233$1.36M0.03%+3,70913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding7,178$1.35M-2,728Timeline
TL Private Wealth7,232$1.35M0.49%+913F-HRTimeline
Empirical Financial Services, LLC d.b.a…7,122$1.34M0.02%013F-HRTimeline
PFG Investments, LLC7,038$1.32M0.05%+10413F-HRTimeline
Ullmann Wealth Partners Group, LLC7,033$1.32M0.12%+213F-HRTimeline
Inscription Capital, LLC7,031$1.32M0.12%013F-HRTimeline
Prosperity Consulting Group, LLC6,983$1.31M0.05%+8613F-HRTimeline
Graney & King, LLC6,968$1.31M0.47%+813F-HRTimeline
Burns Matteson Capital Management, LLC6,932$1.3M0.41%-41013F-HRTimeline
Eldridge Investment Advisors, Inc.6,845$1.29M0.26%+113F-HRTimeline
Grey Fox Wealth Advisors, LLC6,779$1.28M0.2%-18313F-HRTimeline
AE Wealth Management LLC6,760$1.27M0.01%+79813F-HRTimeline
RENASANT BANK6,750$1.27M0.82%+15013F-HRTimeline
Elevation Capital Advisory, LLC6,719$1.26M0.49%+1,24613F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC6,653$1.25M0.21%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC6,649$1.25M0.02%+2,20513F-HRTimelineGroup
Weil Company, Inc.6,636$1.25M0.22%013F-HRTimeline
Gladstone Institutional Advisory LLC6,578$1.24M0.04%+13013F-HRTimeline
Meridian Financial Advisors, LLC6,531$1.23M0.59%-37313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,531$1.23M<0.01%+2,57313F-HRTimelineGroup
MLG Wealth Management DBA Pine Grove Fi…6,528$1.23M0.12%013F-HRTimeline
Texas Capital Bank Wealth Management Se…6,507$1.22M0.07%013F-HRTimeline
IMA Advisory Services, Inc.6,505$1.22M0.08%new13F-HRTimeline
Venture Visionary Partners LLC6,503$1.22M0.03%-36813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,367$1.2M0.06%+18413F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV6,337$1.19M0.27%+813F-HRTimeline
Van Hulzen Asset Management, LLC6,287$1.18M0.08%-2,99313F-HRTimeline
Ashton Thomas Private Wealth, LLC6,222$1.17M0.02%+4,36313F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV6,221$1.17M0.71%-15513F-HRTimeline
XML Financial, LLC6,164$1.16M0.08%+413F-HRTimeline
SAPIENT CAPITAL LLC6,081$1.14M0.01%+10613F-HR/ATimeline
Intrua Financial, LLC6,036$1.14M0.11%+29413F-HRTimeline
Private Wealth Partners, LLC6,028$1.13M0.08%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,000$1.13M0.18%013F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding5,924$1.11M+1,758Timeline
Twelve Points Wealth Management LLC5,922$1.11M0.22%-69613F-HRTimeline
SeaCrest Wealth Management, LLC5,863$1.1M0.12%+1,21013F-HRTimeline
Tannin Capital LLC5,814$1.09M0.72%+113F-HRTimeline
Visionary Wealth Advisors5,807$1.09M0.04%+113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,798$1.09M0.04%013F-HRTimeline
NTV Asset Management LLC5,772$1.09M0.11%013F-HRTimeline
Axis Wealth Partners, LLC5,717$1.08M0.52%-15813F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC5,699$1.07M0.03%013F-HRTimelineGroup
Wescott Financial Advisory Group, LLC5,635$1.06M0.08%+713F-HRTimeline
Meridian Wealth Management, LLC5,612$1.06M0.03%+10713F-HRTimeline
Geneos Wealth Management Inc.5,585$1.05M0.02%-32613F-HRTimeline
Baltimore-Washington Financial Advisors…5,525$1.04M0.04%new13F-HRTimeline
WHALEROCK POINT PARTNERS, LLC5,509$1.04M0.18%013F-HRTimeline
United Advisor Group, LLC5,441$1.02M0.11%+2,33513F-HRTimeline
Asset Management Group, Inc.5,439$1.02M0.15%-28513F-HRTimeline
MidAtlantic Capital Management, Inc.5,394$1.01M0.63%013F-HRTimeline
Ulland Investment Advisors, LLC5,390$1.01M0.75%-53613F-HRTimeline
Mutual Advisors, LLC5,382$1.01M0.02%-6613F-HRTimeline
Bedel Financial Consulting, Inc.5,379$1.01M0.1%013F-HRTimeline
Moment Partners, LLC5,373$1.01M0.18%-2,74913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,363$1.01M0Timeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC5,348$1.01M<0.01%new13F-HRTimelineGroup
TWIN FOCUS CAPITAL PARTNERS, LLC5,331$1M0.1%013F-HRTimeline
CALTON & ASSOCIATES, INC.5,327$1M0.15%-8113F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC5,327$1M0.24%+113F-HRTimeline
Patriot Financial Group Insurance Agenc…5,253$988K0.1%-5,26913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC5,215$981K0.07%-21213F-HRTimeline
J.W. COLE ADVISORS, INC.5,156$970K0.02%new13F-HRTimeline
Wealth Quarterback LLC5,129$965K0.3%+613F-HRTimeline
Betterment LLC5,093$958K<0.01%-74713F-HRTimeline
CHOREO, LLC5,097$958K0.01%+913F-HRTimeline
Financial Partners Group, Inc5,090$957K0.1%+22613F-HRTimeline
GDS Wealth Management5,041$948K0.05%-17213F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO5,037$947K0.14%-3713F-HRTimeline
Hoxton Planning & Management, LLC5,014$943K0.25%+8513F-HRTimeline
RPG Investment Advisory, LLC4,997$940K0.1%+1513F-HRTimeline