Skip to content
Disclosery

IUSG ISHARES TR

Follow

ETF (fund)

746 managers (756 13F filers) reported a position in IUSG shares at 2025-03-31, 115,836,298 shares in all. 54 filers opened a position and 67 filers sold out during the quarter.

Managers
746
13F filers
756
New
54
Added
253
Reduced
265
Sold out
67
Shares held by filers
115,836,298

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19,091$2.43M0.07%+19,06013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP19,077$2.42M<0.01%-40813F-HRTimelineGroup
MATAURO, LLC18,967$2.41M0.49%+75713F-HRTimeline
PRIVATE TRUST CO NA18,843$2.39M0.25%-6,83913F-HRTimeline
PLANNING DIRECTIONS INC18,176$2.31M0.99%-3,61113F-HRTimeline
Topel & Distasi Wealth Management, LLC18,140$2.31M1.08%new13F-HRTimeline
Quantinno Capital Management LP18,128$2.3M0.02%013F-HRTimeline
MIdWestOne Financial Group, Inc.18,087$2.3M0.33%-2,63613F-HRTimeline
TriaGen Wealth Management LLC17,289$2.2M0.77%-98813F-HRTimeline
Watchman Group, Inc.17,044$2.17M0.61%-8,54613F-HRTimeline
PFG Advisors16,820$2.14M0.12%+1,29013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC16,579$2.11M0.15%+7713F-HRTimeline
TD Waterhouse Canada Inc.16,391$2.1M0.02%+1,02613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC16,407$2.09M0.28%-3613F-HRTimeline
Y-Intercept (Hong Kong) Ltd16,405$2.08M0.14%new13F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.16,390$2.08M0.32%-1,08913F-HRTimeline
Arax Advisory Partners15,920$2.02M0.13%-14,81813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…15,137$2.02M0.08%-52,89413F-HRTimelineGroup
Sequoia Financial Advisors, LLC15,714$2M0.02%-6113F-HRTimeline
Ackerman Capital Advisors, LLC15,698$1.99M0.53%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT15,679$1.99M0.09%-4,33513F-HRTimeline
EP Wealth Advisors, LLC15,645$1.99M0.02%+9713F-HRTimeline
Sterling Investment Counsel, LLC15,449$1.96M0.67%+3,19613F-HRTimeline
Sigma Planning Corp15,432$1.96M0.06%-1,52113F-HRTimeline
Sovereign Financial Group, Inc.15,277$1.94M0.45%-2413F-HRTimeline
Provenance Wealth Advisors, LLC14,826$1.88M0.27%-1,11013F-HRTimeline
Integrated Advisors Network LLC14,798$1.88M0.1%-10,39913F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding14,566$1.86M+12,845Timeline
Prospera Financial Services Inc14,449$1.84M0.04%-24713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC13,854$1.76M<0.01%+7,29113F-HRTimelineGroup
Farther Finance Advisors, LLC13,510$1.73M0.04%+3,31013F-HRTimeline
Kingsview Wealth Management, LLC13,478$1.71M0.03%-66413F-HRTimeline
Family Firm, Inc.13,184$1.68M0.37%+913F-HRTimeline
BRIGHTON JONES LLC13,009$1.65M0.05%+79613F-HRTimeline
Kovack Advisors, Inc.12,615$1.6M0.17%-25613F-HRTimeline
Gotham Asset Management, LLC12,555$1.6M0.01%-90913F-HRTimeline
Litman Gregory Wealth Management LLC12,352$1.57M0.13%-84713F-HRTimeline
Clarius Group, LLC12,300$1.56M0.1%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,260$1.56M0.01%-1,23613F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC12,225$1.55M0.16%+96013F-HRTimeline
Clearstead Advisors, LLC12,174$1.55M0.02%013F-HRTimeline
Twelve Points Wealth Management LLC12,161$1.55M0.42%+1,90313F-HRTimeline
Trek Financial, LLC12,136$1.54M0.11%+3,90113F-HRTimeline
BECKER CAPITAL MANAGEMENT INC11,879$1.51M0.05%-46713F-HRTimeline
Chicago Partners Investment Group LLC11,364$1.5M0.05%-4,41813F-HRTimeline
Advisory Services Network, LLC11,681$1.48M0.03%-14013F-HRTimeline
Innovative Wealth Building LLC11,659$1.48M1.37%-5513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding11,608$1.48M-583Timeline
White Lighthouse Investment Management …11,509$1.46M0.26%-23713F-HRTimeline
Darden Wealth Group Inc11,266$1.43M1.11%-22013F-HRTimeline
TUDOR INVESTMENT CORP ET AL10,953$1.39M0.01%new13F-HRTimeline
YHB Investment Advisors, Inc.10,697$1.36M0.11%+12013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,580$1.34M0.1%+55513F-HRTimeline
CIM, LLC10,529$1.34M0.2%-43113F-HRTimeline
Bleakley Financial Group, LLC10,479$1.33M0.04%+6813F-HRTimeline
GSG Advisors LLC10,471$1.32M0.43%+54913F-HRTimeline
Sand Hill Global Advisors, LLC10,409$1.32M0.05%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,308$1.31M0.02%-36213F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB10,220$1.3M0.12%new13F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,188$1.29M0.29%-1213F-HRTimeline
Hubbell Strickland Wealth Management, L…10,187$1.29M0.61%+2713F-HRTimeline
Trilogy Capital Inc.10,058$1.28M0.07%-83513F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding9,932$1.26M+402Timeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…9,861$1.25M0.45%-38013F-HRTimeline
Keystone Financial Group9,802$1.25M0.13%-11913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,774$1.24M0.01%+13313F-HRTimelineGroup
Heritage Wealth Management, Inc. /CA/9,735$1.24M1.06%013F-HRTimeline
UPTICK PARTNERS, LLC9,711$1.23M0.42%-8313F-HRTimeline
American State Bank (Iowa)9,590$1.22M0.73%013F-HRTimeline
Geneos Wealth Management Inc.9,563$1.22M0.02%+5,57313F-HRTimeline
Steward Partners Investment Advisory, L…9,556$1.21M0.01%+32013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,548$1.21M0.02%+42313F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC9,542$1.21M1.01%013F-HR/ATimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC9,515$1.21M0.04%-1,53513F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.9,375$1.19M0.5%+2,00913F-HRTimeline
Parallel Advisors, LLC9,178$1.17M0.03%-89013F-HRTimeline
Nikulski Financial, Inc.9,175$1.17M0.35%-14513F-HRTimeline
Perennial Investment Advisors, LLC9,082$1.15M0.13%-21213F-HRTimeline
Talisman Wealth Advisors LLC8,725$1.11M1.14%+22213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,678$1.1M0.06%+2,51213F-HRTimeline
Waverly Advisors, LLC8,623$1.1M0.01%+37113F-HRTimeline
RPG Investment Advisory, LLC8,586$1.09M0.08%+4,76113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,566$1.09M<0.01%+4,68913F-HRTimelineGroup
Orion Porfolio Solutions, LLC8,522$1.08M0.01%-2,09213F-HRTimeline
Orion Portfolio Solutions, LLC8,522$1.08M0.01%-2,09213F-HR/ATimeline
Sunbelt Securities, Inc.8,513$1.08M0.1%+87613F-HRTimeline
Benchmark Financial Wealth Advisors, LLC8,496$1.08M0.41%-2,14013F-HRTimeline
VAUGHAN & Co SECURITIES, INC.8,453$1.07M0.67%013F-HRTimeline
Moment Partners, LLC8,353$1.06M0.21%-9313F-HRTimeline
Van Hulzen Asset Management, LLC8,330$1.06M0.1%+1,37113F-HRTimeline
Wealth Management Partners, LLC8,320$1.06M0.49%-27413F-HRTimeline
Coordinated Financial Services, Inc./CO8,301$1.05M0.81%13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…8,681$1.05M0.43%+5513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,274$1.05M<0.01%+1,57013F-HRTimelineGroup
SWEENEY & MICHEL, LLC9,245$1.05M0.46%13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC8,103$1.03M0.21%+13013F-HRTimeline
Optivise Advisory Services LLC7,943$1.01M0.57%013F-HRTimeline
Burns Matteson Capital Management, LLC7,940$1.01M0.54%-11913F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…7,806$992K0.06%13F-HRTimeline
Venture Visionary Partners LLC7,769$987K0.04%-21913F-HRTimeline
Wealth Quarterback LLC7,755$985K0.55%-61,01513F-HRTimeline
MONECO ADVISORS, LLC7,571$962K0.1%-1,41513F-HR/ATimeline
Grey Fox Wealth Advisors, LLC7,563$961K0.26%-1013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC7,526$956K0.26%-51213F-HRTimeline
Diversified Enterprises, LLC7,463$948K0.08%+213F-HRTimeline
Axis Wealth Partners, LLC7,271$924K0.68%-21313F-HRTimeline
Empirical Financial Services, LLC d.b.a…7,253$922K0.02%+3113F-HRTimeline
Investors Research Corp7,214$917K0.2%+58713F-HRTimeline
Dorsey & Whitney Trust CO LLC7,100$902K0.05%013F-HRTimeline
Denver PWM, LLC7,064$898K0.32%-41913F-HRTimeline
Ullmann Wealth Partners Group, LLC7,026$893K0.12%-3,91813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.7,013$891K0.04%+70013F-HRTimelineGroup
Eldridge Investment Advisors, Inc.6,991$888K0.2%+113F-HRTimeline
Graney & King, LLC6,985$888K0.66%+313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,972$886K0.09%+1,14013F-HR/ATimeline
CHOREO, LLC6,932$881K0.01%+1,66913F-HRTimeline
Gladstone Institutional Advisory LLC6,864$872K0.04%+86513F-HRTimeline
OAK RIDGE INVESTMENTS LLC6,790$863K0.07%+13213F-HRTimeline
BEARING POINT CAPITAL, LLC6,700$851K0.18%013F-HRTimeline
Crestwood Advisors Group, LLC6,668$847K0.02%+21813F-HRTimeline
RIVERBRIDGE PARTNERS LLC6,640$844K0.01%-20,79613F-HRTimeline
Wealthspire Advisors, LLC6,639$844K0.01%+1,10113F-HRTimeline
Weil Company, Inc.6,636$843K0.25%-20713F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO6,594$838K0.16%-1,18813F-HRTimeline
One Day In July LLC6,592$838K0.08%+61013F-HRTimeline
Texas Capital Bank Wealth Management Se…6,507$827K0.08%013F-HRTimeline
Inscription Capital, LLC7,000$820K0.14%13F-HRTimeline
XML Financial, LLC6,455$820K0.08%+4713F-HRTimeline
Symphony Financial, Ltd. Co.6,859$816K0.48%-2,06813F-HRTimeline
MAI Capital Management6,399$813K0.01%-3913F-HRTimeline
NewEdge Wealth, LLC6,349$807K0.01%+50413F-HRTimeline
PFG Investments, LLC6,343$806K0.05%-65413F-HRTimeline
Ulland Investment Advisors, LLC6,326$804K0.67%-41013F-HRTimeline
TOWNSQUARE CAPITAL LLC6,309$802K0.01%+10613F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV6,294$800K0.27%+913F-HRTimeline
TL Private Wealth6,999$796K0.39%+1313F-HRTimeline
Biondo Investment Advisors, LLC6,237$793K0.11%-44513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,000$762K0.14%013F-HRTimeline
J.W. COLE ADVISORS, INC.5,934$754K0.02%-1,69913F-HRTimeline
St. Clair Advisors, LLC5,922$753K0.21%+1,16513F-HRTimeline
Empirical Asset Management, LLC5,902$750K0.26%-294,76813F-HRTimeline
One Charles Private Wealth Services, LLC5,885$748K0.24%013F-HRTimeline
CALTON & ASSOCIATES, INC.5,840$742K0.17%new13F-HR/ATimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,798$737K0.04%013F-HRTimeline
Visionary Wealth Advisors5,787$735K0.04%-26513F-HRTimeline
Betterment LLC5,773$734K<0.01%+26013F-HRTimeline
Allen Capital Group, LLC5,749$731K0.08%+21413F-HRTimeline
Insight Wealth Strategies, LLC5,731$728K0.1%+413F-HRTimeline
Snowden Capital Advisors LLC5,713$726K0.02%+15613F-HRTimeline
Asset Management Group, Inc.5,693$723K0.13%-26113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC5,737$719K0.14%+8113F-HRTimeline
Bedel Financial Consulting, Inc.5,379$709K0.1%013F-HRTimeline
Waterloo Capital, L.P.5,574$708K0.07%-1,02913F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC5,553$706K0.29%+713F-HRTimeline
FC Advisory LLC5,520$701K0.24%+713F-HRTimeline
GWN SECURITIES INC.5,451$693K0.04%+3,96213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding5,404$687KnewTimeline
MidAtlantic Capital Management, Inc.5,394$685K0.54%013F-HRTimeline
Wealthquest Corp5,388$685K0.06%-65113F-HR/ATimeline
Colonial Trust Advisorsgroup of 2 filers holding5,363$682K0Timeline
GM Advisory Group, LLC5,331$677K0.04%013F-HRTimeline
Rehmann Capital Advisory Group5,322$676K0.04%-10513F-HRTimeline
Smartleaf Asset Management LLC5,321$676K0.07%-50313F-HRTimeline
WHALEROCK POINT PARTNERS, LLC5,309$675K0.16%013F-HRTimeline
Patriot Financial Group Insurance Agenc…5,274$670K0.09%-9013F-HRTimeline
Brueske Advisory Services, LLC5,223$664K0.63%+2,53613F-HRTimeline
Summit Wealth Partners, LLC5,209$662K0.13%+2,00813F-HRTimeline
Kaizen Financial Strategies5,180$658K0.38%-38513F-HRTimeline
Hoxton Planning & Management, LLC5,149$654K0.25%+31213F-HRTimeline
SeaCrest Wealth Management, LLC5,106$649K0.07%-11713F-HRTimeline
Foundations Investment Advisors, LLC5,074$645K0.01%+45613F-HRTimeline
Sage Financial Management Group, Inc.5,065$644K0.23%-16313F-HRTimeline
Meridian Wealth Management, LLC5,052$642K0.03%-1113F-HRTimeline
PMG Wealth Management, Inc.5,023$638K0.68%013F-HRTimeline
SOL Capital Management CO4,985$633K0.07%+27513F-HRTimeline
FORTE ASSET MANAGEMENT LLC4,949$629K0.32%013F-HRTimeline
Wescott Financial Advisory Group, LLC4,897$622K0.06%+713F-HRTimeline
Millington Financial Advisors, LLC5,012$621K0.38%-1413F-HRTimeline
Peak Planning Group, LLC4,869$619K0.26%-57113F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC4,846$616K0.13%-68113F-HRTimeline
WHITTIER TRUST CO4,802$610K0.01%013F-HRTimeline
Legacy Financial Advisors, Inc.4,800$610K0.1%013F-HRTimeline
Mutual Advisors, LLC4,712$608K0.02%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,757$605K0.06%-38613F-HR/ATimeline
Parkworth Wealth Management, Inc.4,742$603K0.48%+613F-HRTimeline
Avior Wealth Management, LLC4,728$601K0.02%+19313F-HRTimeline
Sterling Capital Management LLC4,682$595K0.01%-4613F-HRTimeline
Beaumont Financial Advisors, LLC4,679$595K0.05%013F-HRTimeline
Octavia Wealth Advisors, LLC4,679$595K0.07%+313F-HRTimeline
BENNETT SELBY INVESTMENTS LP4,678$594K0.23%-32013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE4,660$592K<0.01%-72,39013F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC4,657$592K0.01%+2,09013F-HRTimelineGroup
Seascape Capital Management4,646$590K0.21%+59813F-HRTimeline
Godshalk Welsh Capital Management, Inc.4,615$586K0.38%013F-HRTimeline
ORG Partners LLC4,587$585K0.14%+8513F-HRTimeline
Leonard Rickey Investment Advisors P.L.…4,685$585K0.13%-31013F-HRTimeline
Melone Private Wealth, LLC4,547$578K0.3%-7913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,525$575K0.01%-40513F-HRTimelineGroup
SAPIENT CAPITAL LLC4,513$574K0.01%+11013F-HRTimeline
Wealthspire Retirement, LLC4,505$573K0.05%-4113F-HRTimeline