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Disclosery

IUSG ISHARES TR

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ETF (fund)

767 managers (777 13F filers) reported a position in IUSG shares at 2024-12-31, 113,799,287 shares in all. 63 filers opened a position and 34 filers sold out during the quarter.

Managers
767
13F filers
777
New
63
Added
233
Reduced
233
Sold out
34
Shares held by filers
113,799,287

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Stokes Family Office, LLC21,664$3.02M0.32%+1,14513F-HRTimeline
Rooted Wealth Advisors, Inc.21,394$3M1.18%+9513F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC21,463$2.99M0.69%+18113F-HRTimeline
EVOKE WEALTH, LLC21,075$2.94M0.08%-9213F-HRTimeline
MIdWestOne Financial Group, Inc.20,723$2.89M0.41%-5,65613F-HRTimeline
IEQ CAPITAL, LLC20,137$2.81M0.03%+7713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT20,014$2.79M0.11%-1,78513F-HRTimeline
&PARTNERS19,520$2.76M0.03%+7,31713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP19,485$2.72M<0.01%-25513F-HRTimelineGroup
Traveka Wealth, LLC19,389$2.7M1.49%013F-HRTimeline
Legacy Private Trust Co.19,300$2.69M0.18%013F-HRTimeline
Eagle Strategies LLC18,758$2.61M0.45%+5013F-HRTimeline
TriaGen Wealth Management LLC18,277$2.55M0.86%-1913F-HRTimeline
MATAURO, LLC18,210$2.54M0.55%13F-HRTimeline
Quantinno Capital Management LP18,128$2.53M0.02%+10413F-HRTimeline
Beacon Pointe Advisors, LLC17,936$2.5M0.03%-87613F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.17,479$2.44M0.36%+29313F-HRTimeline
Caprock Group, LLC17,467$2.43M0.08%+113F-HRTimeline
Sigma Planning Corp16,953$2.36M0.07%+1,38213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC16,502$2.3M0.17%+2,35713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC16,443$2.29M0.31%+13213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC16,055$2.24M0.02%+1,97313F-HRTimelineGroup
Provenance Wealth Advisors, LLC15,936$2.22M0.29%013F-HRTimeline
Chicago Partners Investment Group LLC15,782$2.22M0.07%+6413F-HRTimeline
Sequoia Financial Advisors, LLC15,775$2.2M0.02%+31113F-HR/ATimeline
Ackerman Capital Advisors, LLC15,698$2.19M0.57%-2913F-HRTimeline
EP Wealth Advisors, LLC15,548$2.17M0.02%+1,45513F-HRTimeline
PFG Advisors15,530$2.16M0.13%+24413F-HRTimeline
TD Waterhouse Canada Inc.15,365$2.14M0.02%+42313F-HRTimeline
Sovereign Financial Group, Inc.15,301$2.13M0.49%-33513F-HRTimeline
Prospera Financial Services Inc14,696$2.05M0.05%-49113F-HRTimeline
Kingsview Wealth Management, LLC14,142$1.97M0.04%+3,62613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,496$1.88M0.02%+95813F-HRTimeline
Gotham Asset Management, LLC13,464$1.88M0.02%013F-HRTimeline
Lloyd Advisory Services, LLC.13,421$1.87M0.89%-52613F-HRTimeline
Litman Gregory Wealth Management LLC13,199$1.84M0.16%-4513F-HRTimeline
Family Firm, Inc.13,175$1.84M0.41%+1013F-HRTimeline
Kovack Advisors, Inc.12,871$1.79M0.18%+3,38813F-HRTimeline
BECKER CAPITAL MANAGEMENT INC12,346$1.72M0.06%-4613F-HRTimeline
Clarius Group, LLC12,300$1.71M0.12%013F-HRTimeline
Sterling Investment Counsel, LLC12,253$1.71M1.13%-3,67613F-HRTimeline
BRIGHTON JONES LLC12,213$1.7M0.05%+19913F-HR/ATimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding12,191$1.7M+972Timeline
Clearstead Advisors, LLC12,174$1.7M0.03%-3513F-HRTimeline
Advisory Services Network, LLC11,821$1.65M0.03%+7,05013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding11,844$1.64M+4,557Timeline
White Lighthouse Investment Management …11,746$1.64M0.29%-65413F-HRTimeline
Innovative Wealth Building LLC11,714$1.63M1.48%13F-HRTimeline
Darden Wealth Group Inc11,486$1.6M1.08%-8013F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC11,265$1.57M0.17%+1,13313F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC11,050$1.54M0.06%013F-HRTimelineGroup
CIM, LLC10,960$1.53M0.22%-6013F-HRTimeline
Ullmann Wealth Partners Group, LLC10,944$1.53M0.2%+4013F-HRTimeline
Trilogy Capital Inc.10,893$1.52M0.08%+41413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,670$1.49M0.02%+35313F-HRTimelineGroup
Benchmark Financial Wealth Advisors, LLC10,636$1.48M0.47%+1713F-HRTimeline
Orion Porfolio Solutions, LLC10,614$1.48M0.01%-9713F-HRTimeline
Orion Portfolio Solutions, LLC10,614$1.48M0.01%-9713F-HRTimeline
YHB Investment Advisors, Inc.10,577$1.47M0.12%+99213F-HRTimeline
Bleakley Financial Group, LLC10,411$1.45M0.04%+6,17813F-HRTimeline
Sand Hill Global Advisors, LLC10,409$1.45M0.06%013F-HRTimeline
Twelve Points Wealth Management LLC10,258$1.43M0.41%+4,63113F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…10,241$1.43M0.49%-7413F-HRTimeline
Farther Finance Advisors, LLC10,200$1.42M0.05%-31613F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,200$1.42M0.33%+19513F-HRTimeline
Hubbell Strickland Wealth Management, L…10,160$1.42M0.67%-20913F-HRTimeline
Parallel Advisors, LLC10,068$1.4M0.03%-34213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,025$1.4M0.1%+69513F-HRTimeline
GSG Advisors LLC9,922$1.38M0.44%+67813F-HRTimeline
Keystone Financial Group9,921$1.38M0.14%-25013F-HRTimeline
UPTICK PARTNERS, LLC9,794$1.36M0.49%-45613F-HRTimeline
Heritage Wealth Management, Inc. /CA/9,735$1.36M1.16%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,641$1.34M0.01%-21013F-HRTimelineGroup
American State Bank (Iowa)9,590$1.34M0.81%-3813F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…9,548$1.33M1.38%13F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC9,542$1.33M1.13%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding9,530$1.33M-1,157Timeline
Nikulski Financial, Inc.9,320$1.3M0.38%-2,12213F-HRTimeline
Symphony Financial, Ltd. Co.8,927$1.3M0.2%+1,01913F-HRTimeline
Perennial Investment Advisors, LLC9,294$1.3M0.15%+3913F-HRTimeline
Steward Partners Investment Advisory, L…9,236$1.29M0.01%-63313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …9,164$1.28M<0.01%+4,17213F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC9,125$1.27M0.02%+313F-HRTimeline
MONECO ADVISORS, LLC8,986$1.25M0.13%+6,12913F-HR/ATimeline
Carlton Hofferkamp & Jenks Wealth Manag…8,626$1.24M0.46%+3613F-HRTimeline
Coordinated Financial Services, Inc.8,790$1.22M0.96%13F-HRTimeline
Ballentine Partners, LLC8,655$1.21M0.02%new13F-HRTimeline
Wealth Management Partners, LLC8,594$1.2M0.52%+113F-HRTimeline
Talisman Wealth Advisors LLC8,503$1.18M1.26%-41013F-HRTimeline
VAUGHAN & Co SECURITIES, INC.8,453$1.18M0.71%-7813F-HRTimeline
Moment Partners, LLC8,446$1.18M0.22%13F-HRTimeline
Waverly Advisors, LLC8,252$1.15M0.02%+6,65913F-HRTimeline
Trek Financial, LLC8,235$1.15M0.09%+66613F-HRTimeline
FLOW TRADERS U.S. LLC8,090$1.13M0.04%-16,09213F-HRTimeline
Burns Matteson Capital Management, LLC8,059$1.12M0.63%-16113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC8,038$1.12M0.29%+36813F-HR/ATimeline
Venture Visionary Partners LLC7,988$1.11M0.05%-21013F-HR/ATimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC7,973$1.11M0.23%+14613F-HRTimeline
Optivise Advisory Services LLC7,943$1.11M0.6%013F-HRTimeline
Empirical Asset Management, LLC300,670$1.1M0.37%-4713F-HRTimeline
Zions Bancorporation, N.A.7,806$1.09M0.07%013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO7,782$1.08M0.19%+1,49213F-HRTimeline
Sunbelt Securities, Inc.7,637$1.07M0.09%+32013F-HRTimeline
J.W. COLE ADVISORS, INC.7,633$1.06M0.04%-64213F-HRTimeline
Laird Norton Wetherby Wealth Management…7,605$1.06M0.05%013F-HRTimeline
Grey Fox Wealth Advisors, LLC7,573$1.06M0.29%-4813F-HRTimeline
Axis Wealth Partners, LLC7,484$1.04M0.88%13F-HRTimeline
Denver PWM, LLC7,483$1.04M0.4%+11313F-HRTimeline
Diversified Enterprises, LLC7,461$1.04M0.1%+8613F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.7,366$1.03M0.44%+91013F-HRTimeline
Empirical Financial Services, LLC d.b.a…7,222$1.01M0.03%013F-HRTimeline
Dorsey & Whitney Trust CO LLC7,100$989K0.05%013F-HRTimeline
TL Private Wealth6,986$987K0.44%+713F-HRTimeline
PFG Investments, LLC6,997$975K0.06%-73113F-HRTimeline
Eldridge Investment Advisors, Inc.6,990$974K0.23%+313F-HRTimeline
Graney & King, LLC6,982$973K0.73%13F-HRTimeline
Van Hulzen Asset Management, LLC6,959$970K0.07%-14513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…6,584$959K0.05%-32513F-HRTimeline
Weil Company, Inc.6,843$954K0.33%013F-HRTimeline
Ulland Investment Advisors, LLC6,736$939K0.6%-18513F-HRTimeline
Synergy Investment Management, LLC6,721$936K0.4%13F-HRTimeline
BEARING POINT CAPITAL, LLC6,700$934K0.19%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,704$933K<0.01%-2,31013F-HRTimelineGroup
Biondo Investment Advisors, LLC6,682$931K0.13%+57013F-HRTimeline
OAK RIDGE INVESTMENTS LLC6,658$928K0.07%+2,33413F-HRTimeline
Investors Research Corp6,627$923K0.2%+33613F-HRTimeline
Waterloo Capital, L.P.6,603$920K0.1%-11313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,563$915K<0.01%+23613F-HRTimelineGroup
Texas Capital Bank Wealth Management Se…6,507$907K0.09%-2613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.6,313$903K0.04%-1,55413F-HRTimelineGroup
Crestwood Advisors Group, LLC6,450$899K0.02%+15013F-HRTimeline
MAI Capital Management6,438$897K0.01%+88813F-HRTimeline
XML Financial, LLC6,408$893K0.08%-1,66213F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV6,285$876K0.29%+1113F-HRTimeline
TOWNSQUARE CAPITAL LLC6,203$864K0.01%+62813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC6,166$859K0.05%+1,61113F-HRTimeline
Visionary Wealth Advisors6,052$843K0.05%-6113F-HRTimeline
Wealthquest Corp6,039$842K0.07%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,000$836K0.15%013F-HRTimeline
Gladstone Institutional Advisory LLC5,999$836K0.04%-1313F-HRTimeline
One Day In July LLC5,982$834K0.09%013F-HRTimeline
Asset Management Group, Inc.5,954$830K0.15%-813F-HRTimeline
One Charles Private Wealth Services, LLC5,885$820K0.28%-8513F-HRTimeline
Smartleaf Asset Management LLC5,824$818K0.08%-413F-HRTimeline
NewEdge Wealth, LLC5,845$814K0.01%-4,15113F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,832$813K0.08%+16713F-HR/ATimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,798$808K0.04%013F-HRTimeline
Insight Wealth Strategies, LLC5,727$798K0.11%-42513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC5,656$788K0.21%13F-HRTimeline
Kaizen Financial Strategies5,565$775K0.44%-25813F-HRTimeline
Snowden Capital Advisors LLC5,557$774K0.02%-21913F-HRTimeline
Bedel Financial Consulting, Inc.5,379$774K0.11%-1813F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC5,546$773K0.32%-1513F-HRTimeline
Wealthspire Advisors, LLC5,538$772K0.01%-13513F-HRTimeline
Allen Capital Group, LLC5,535$771K0.09%-12313F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC5,527$770K0.15%+15913F-HRTimeline
FC Advisory LLC5,513$768K0.26%+813F-HRTimeline
Betterment LLC5,513$768K<0.01%-43413F-HRTimeline
Peak Planning Group, LLC5,440$758K0.32%-75013F-HRTimeline
Rehmann Capital Advisory Group5,427$756K0.05%+23013F-HRTimeline
MidAtlantic Capital Management, Inc.5,394$752K0.55%013F-HRTimeline
Patriot Financial Group Insurance Agenc…5,364$747K0.1%-3013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,363$747K+17Timeline
GM Advisory Group, LLC5,331$743K0.04%013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP5,315$741K0.01%new13F-HRTimelineGroup
WHALEROCK POINT PARTNERS, LLC5,309$740K0.17%+12513F-HRTimeline
CHOREO, LLC5,263$734K0.01%-15313F-HRTimeline
GDS Wealth Management5,263$733K0.07%-7113F-HRTimeline
Sage Financial Management Group, Inc.5,228$729K0.27%-76413F-HRTimeline
SeaCrest Wealth Management, LLC5,223$728K0.08%+2913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,143$717K0.05%+1,48413F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding5,134$715K+481Timeline
Millington Financial Advisors, LLC5,026$713K0.41%+313F-HRTimeline
Meridian Wealth Management, LLC5,063$705K0.03%-4,54413F-HRTimeline
PMG Wealth Management, Inc.5,023$700K0.64%13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC5,004$697K0.19%+14913F-HRTimeline
BENNETT SELBY INVESTMENTS LP4,998$696K0.28%013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…4,995$696K0.16%+13013F-HRTimeline
FORTE ASSET MANAGEMENT LLC4,949$690K0.37%-4513F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,930$687K0.01%new13F-HRTimelineGroup
Wescott Financial Advisory Group, LLC4,890$681K0.07%-1,01013F-HRTimeline
Hoxton Planning & Management, LLC4,837$674K0.26%-10013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,835$674K<0.01%+1,94613F-HRTimelineGroup
WHITTIER TRUST CO4,802$669K0.01%-1,94813F-HRTimeline
Legacy Financial Advisors, Inc.4,800$669K0.11%013F-HRTimeline
St. Clair Advisors, LLC4,757$663K0.19%013F-HRTimeline
Annex Advisory Services, LLC4,750$662K0.02%new13F-HRTimeline
Maxwell Wealth Strategies Inc.4,738$660K0.27%013F-HRTimeline
Parkworth Wealth Management, Inc.4,736$660K0.55%13F-HRTimeline
Sterling Capital Management LLC4,728$659K0.01%-3,73013F-HRTimeline
SOL Capital Management CO4,710$656K0.07%013F-HRTimeline
Beaumont Financial Advisors, LLC4,679$652K0.05%-12213F-HRTimeline
Octavia Wealth Advisors, LLC4,676$652K0.08%-1413F-HRTimeline
Melone Private Wealth, LLC4,626$645K0.33%013F-HRTimeline
Foundations Investment Advisors, LLC4,618$643K0.01%+2,51113F-HRTimeline
Godshalk Welsh Capital Management, Inc.4,615$643K0.42%013F-HRTimeline
Wealthspire Retirement, LLC4,546$633K0.05%013F-HRTimeline
Avior Wealth Management, LLC4,535$632K0.02%+3913F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,526$630K0.24%13F-HRTimeline
ORG Partners LLC4,502$628K0.09%-74013F-HRTimeline