Skip to content
Disclosery

IUSG ISHARES TR

Follow

ETF (fund)

786 managers (798 13F filers) reported a position in IUSG shares at 2025-06-30, 118,412,814 shares in all. 89 filers opened a position and 50 filers sold out during the quarter.

Managers
786
13F filers
798
New
89
Added
260
Reduced
248
Sold out
50
Shares held by filers
118,412,814

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Eagle Strategies LLC21,069$3.17M0.48%+1,53213F-HRTimeline
Beacon Pointe Advisors, LLC21,024$3.16M0.03%+1,63413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP20,301$3.05M<0.01%+1,22413F-HRTimelineGroup
Bulwark Capital Corp20,156$3.03M2.55%13F-HRTimeline
TD Waterhouse Canada Inc.19,899$2.96M0.02%+3,50813F-HRTimeline
Legacy Private Trust Co.19,300$2.9M0.19%013F-HRTimeline
PRIVATE TRUST CO NA19,218$2.89M0.28%+37513F-HRTimeline
&PARTNERS18,975$2.85M0.02%-3,06713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\17,931$2.7M<0.01%new13F-HRTimelineGroup
MATAURO, LLC17,645$2.65M0.5%-1,32213F-HRTimeline
Integrated Advisors Network LLC17,603$2.65M0.12%+2,80513F-HRTimeline
Quantinno Capital Management LP17,435$2.62M0.01%-69313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,391$2.62M0.02%new13F-HRTimelineGroup
PLANNING DIRECTIONS INC17,260$2.6M1.46%-91613F-HRTimeline
TriaGen Wealth Management LLC17,208$2.59M0.78%-8113F-HRTimeline
Sovereign Financial Group, Inc.17,086$2.57M0.53%+1,80913F-HRTimeline
Prospera Financial Services Inc16,917$2.55M0.05%+2,46813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC16,905$2.54M0.32%+49813F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.16,733$2.52M0.36%+34313F-HRTimeline
Watchman Group, Inc.16,609$2.5M0.65%-43513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC16,576$2.49M0.19%-313F-HRTimeline
MIdWestOne Financial Group, Inc.16,017$2.41M0.31%-2,07013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT15,679$2.36M0.1%013F-HRTimeline
Ackerman Capital Advisors, LLC15,282$2.3M0.53%-41613F-HRTimeline
Sigma Planning Corp14,656$2.2M0.07%-77613F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC14,656$2.2M1.67%new13F-HRTimeline
Provenance Wealth Advisors, LLC14,250$2.14M0.31%-57613F-HRTimeline
FLOW TRADERS U.S. LLC13,844$2.08M0.08%+11,07613F-HRTimeline
Gotham Asset Management, LLC13,382$2.01M0.01%+82713F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP13,255$1.99M<0.01%new13F-HRTimelineGroup
BRIGHTON JONES LLC13,244$1.99M0.05%+23513F-HRTimeline
Family Firm, Inc.13,193$1.98M0.48%+913F-HRTimeline
Kingsview Wealth Management, LLC13,171$1.98M0.03%-30713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,021$1.96M0.01%+76113F-HRTimeline
Trek Financial, LLC12,994$1.95M0.13%+85813F-HRTimeline
Advisory Services Network, LLC12,120$1.89M0.03%+43913F-HRTimeline
Summit Financial, LLC12,406$1.87M0.04%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,361$1.86M<0.01%+3,79513F-HRTimelineGroup
Litman Gregory Wealth Management LLC12,352$1.86M0.15%013F-HRTimeline
Clarius Group, LLC12,300$1.85M0.11%013F-HRTimeline
Clearstead Advisors, LLC12,174$1.83M0.03%013F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC11,924$1.79M0.18%-30113F-HRTimeline
White Lighthouse Investment Management …11,843$1.78M0.29%+33413F-HRTimeline
BECKER CAPITAL MANAGEMENT INC11,780$1.77M0.06%-9913F-HRTimeline
Sterling Investment Counsel, LLC11,777$1.77M1.04%-3,67213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding11,641$1.75M+6,237Timeline
PRESILIUM PRIVATE WEALTH, LLC11,543$1.74M0.36%+1,35513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,532$1.73M0.04%+9,42513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding11,335$1.7M-273Timeline
Sequoia Financial Advisors, LLC11,328$1.7M0.01%-4,38613F-HRTimeline
Darden Wealth Group Inc11,164$1.68M1.01%-10213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,104$1.67M0.11%+52413F-HRTimeline
UPTICK PARTNERS, LLC10,888$1.64M0.47%+1,17713F-HRTimeline
Farther Finance Advisors, LLC10,888$1.64M0.03%-2,62213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,885$1.64M0.08%+2,20713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,834$1.63M0.02%+1,28613F-HRTimeline
Topel & Distasi Wealth Management, LLC10,645$1.6M0.84%-7,49513F-HRTimeline
GSG Advisors LLC10,537$1.58M0.46%+6613F-HRTimeline
Bleakley Financial Group, LLC10,412$1.57M0.04%-6713F-HRTimeline
Sand Hill Global Advisors, LLC10,409$1.57M0.06%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,400$1.56M0.02%+9213F-HRTimelineGroup
CIM, LLC10,396$1.56M0.21%-13313F-HRTimeline
YHB Investment Advisors, Inc.10,323$1.55M0.12%-37413F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding10,253$1.54M+321Timeline
FIRST AMERICAN TRUST, FSB10,220$1.54M0.12%013F-HRTimeline
Hubbell Strickland Wealth Management, L…10,161$1.53M0.67%-2613F-HRTimeline
Trilogy Capital Inc.10,058$1.51M0.07%013F-HRTimeline
Orion Porfolio Solutions, LLC10,022$1.51M0.01%+1,50013F-HR/ATimeline
Keystone Financial Group9,890$1.49M0.13%+8813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,865$1.48M0.01%+9113F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.9,773$1.47M0.58%+39813F-HRTimeline
Heritage Wealth Management, Inc. /CA/9,735$1.46M1.11%013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC9,542$1.44M1.15%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…9,474$1.42M0.46%-38713F-HRTimeline
Arax Advisory Partners9,424$1.42M0.07%-6,49613F-HRTimeline
Perennial Investment Advisors, LLC9,384$1.41M0.14%+30213F-HRTimeline
Franklin Resourcesgroup of 2 filers holding9,380$1.41M-29,804Timeline
SWEENEY & MICHEL, LLC9,308$1.41M0.5%+6313F-HRTimeline
Steward Partners Investment Advisory, L…9,246$1.39M0.01%-31013F-HRTimeline
American State Bank (Iowa)9,190$1.38M0.77%-40013F-HRTimeline
Nikulski Financial, Inc.9,176$1.38M0.38%+113F-HRTimeline
Chicago Partners Investment Group LLC8,876$1.37M0.04%-2,48813F-HRTimeline
Symphony Financial, Ltd. Co.9,335$1.35M0.18%+2,47613F-HR/ATimeline
Parallel Advisors, LLC8,948$1.35M0.03%-23013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…8,584$1.34M0.48%-9713F-HRTimeline
Waverly Advisors, LLC8,834$1.33M0.01%+21113F-HRTimeline
Talisman Wealth Advisors LLC8,742$1.31M1.2%+1713F-HRTimeline
Gladstone Institutional Advisory LLC8,643$1.3M0.05%+1,77913F-HRTimeline
Benchmark Financial Wealth Advisors, LLC8,503$1.28M0.42%+713F-HRTimeline
CATALYST PRIVATE WEALTH, LLC8,460$1.27M0.57%+4,55013F-HRTimeline
Van Hulzen Asset Management, LLC8,428$1.27M0.11%+9813F-HRTimeline
VAUGHAN & Co SECURITIES, INC.8,399$1.26M0.72%-5413F-HRTimeline
Moment Partners, LLC8,335$1.25M0.24%-1813F-HRTimeline
Wealth Management Partners, LLC8,324$1.25M0.44%+413F-HRTimeline
Grey Fox Wealth Advisors, LLC8,136$1.22M0.29%+57313F-HRTimeline
NewEdge Wealth, LLC7,863$1.22M0.02%+1,51413F-HRTimeline
Foundations Investment Advisors, LLC8,117$1.22M0.02%+3,04313F-HRTimeline
Coordinated Financial Services, Inc.8,116$1.22M0.85%13F-HRTimeline
Prosperity Consulting Group, LLC8,107$1.22M0.09%+6,21013F-HRTimeline
Investors Research Corp8,070$1.21M0.24%+85613F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC7,995$1.2M0.22%-10813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.7,963$1.2M0.05%+95013F-HRTimelineGroup
Burns Matteson Capital Management, LLC7,856$1.18M0.57%-8413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…7,806$1.17M0.06%013F-HRTimeline
Twelve Points Wealth Management LLC7,786$1.17M0.32%-4,37513F-HRTimeline
J.W. COLE ADVISORS, INC.7,778$1.17M0.02%+1,84413F-HRTimeline
Innovative Wealth Building LLC7,757$1.17M0.97%-3,90213F-HRTimeline
Crestwood Advisors Group, LLC7,683$1.16M0.02%+1,01513F-HRTimeline
MONECO ADVISORS, LLC7,655$1.15M0.11%+8413F-HRTimeline
Laird Norton Wetherby Wealth Management…7,605$1.14M0.05%13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC7,600$1.14M<0.01%+6,00013F-HRTimeline
Venture Visionary Partners LLC7,512$1.13M0.04%-25713F-HRTimeline
Diversified Enterprises, LLC7,435$1.12M0.08%-2813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC7,387$1.11M0.28%-13913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,299$1.1M<0.01%-97513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC7,246$1.09M<0.01%-6,60813F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…7,222$1.09M0.02%-3113F-HRTimeline
Glenmede Investment Management, LP7,193$1.08M0.01%13F-HRTimeline
Sunbelt Securities, Inc.7,637$1.06M0.09%-87613F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding7,073$1.06M-7,493Timeline
St. Clair Advisors, LLC7,047$1.06M0.28%+1,12513F-HRTimeline
Axis Wealth Partners, LLC7,039$1.06M0.7%-23213F-HRTimeline
Ullmann Wealth Partners Group, LLC7,028$1.06M0.12%+213F-HRTimeline
TL Private Wealth7,009$1.06M0.44%+1013F-HRTimeline
Inscription Capital, LLC7,000$1.05M0.15%013F-HRTimeline
Graney & King, LLC6,995$1.05M0.71%+1013F-HRTimeline
Eldridge Investment Advisors, Inc.6,992$1.05M0.22%+113F-HRTimeline
Summit Wealth Partners, LLC6,959$1.05M0.2%+1,75013F-HRTimeline
Optivise Advisory Services LLC6,939$1.04M0.53%-1,00413F-HRTimeline
Denver PWM, LLC6,934$1.04M0.33%-13013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,919$1.04M<0.01%new13F-HRTimelineGroup
CHOREO, LLC6,707$1.01M0.01%-22513F-HRTimeline
BEARING POINT CAPITAL, LLC6,700$1.01M0.19%013F-HRTimeline
Weil Company, Inc.6,636$998K0.26%013F-HRTimeline
One Day In July LLC6,517$980K0.09%-7513F-HRTimeline
Wealthspire Advisors, LLC6,513$980K0.01%-12613F-HRTimeline
Texas Capital Bank Wealth Management Se…6,507$979K0.09%013F-HRTimeline
Barnes Dennig Private Wealth Management…6,494$977K1.17%new13F-HRTimeline
XML Financial, LLC6,396$962K0.08%-5913F-HRTimeline
MAI Capital Management6,359$956K0.01%-4013F-HRTimeline
PFG Investments, LLC6,352$955K0.06%+913F-HRTimeline
Ulland Investment Advisors, LLC6,326$951K0.73%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,314$950K0.03%-3,20113F-HRTimelineGroup
DROMS STRAUSS ADVISORS INC /MO/ /ADV6,303$948K0.29%+913F-HRTimeline
Kovack Advisors, Inc.6,138$923K0.09%-6,47713F-HRTimeline
Biondo Investment Advisors, LLC6,133$922K0.12%-10413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,000$902K0.16%013F-HRTimeline
CALTON & ASSOCIATES, INC.5,941$894K0.15%+10113F-HRTimeline
Empirical Asset Management, LLC5,893$886K0.27%-913F-HRTimeline
One Charles Private Wealth Services, LLC5,885$885K0.25%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,875$884K0.08%-1,09713F-HR/ATimeline
Wealth Quarterback LLC5,845$879K0.42%-1,91013F-HRTimeline
Rehmann Capital Advisory Group5,842$879K0.05%+52013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,798$872K0.04%013F-HRTimeline
Visionary Wealth Advisors5,798$872K0.04%+1113F-HRTimeline
Asset Management Group, Inc.5,701$857K0.15%+813F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO5,570$855K0.16%-1,02413F-HRTimeline
Allen Capital Group, LLC5,684$855K0.09%-6513F-HRTimeline
Insight Wealth Strategies, LLC5,736$854K0.11%+513F-HRTimeline
Wescott Financial Advisory Group, LLC5,605$843K0.08%+70813F-HRTimeline
Mutual Advisors, LLC5,397$840K0.02%+68513F-HRTimeline
SAPIENT CAPITAL LLC5,525$831K0.01%+1,01213F-HRTimeline
FC Advisory LLC5,520$830K0.26%013F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC5,542$829K0.3%-1113F-HRTimeline
MidAtlantic Capital Management, Inc.5,394$811K0.58%013F-HRTimeline
Bedel Financial Consulting, Inc.5,379$809K0.11%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,363$807K0Timeline
TWIN FOCUS CAPITAL PARTNERS, LLC5,331$802K0.11%new13F-HRTimeline
Meridian Financial Advisors, LLC5,331$802K0.52%+88513F-HRTimeline
WHALEROCK POINT PARTNERS, LLC5,309$798K0.17%013F-HRTimeline
Patriot Financial Group Insurance Agenc…5,274$793K0.09%013F-HRTimeline
Waterloo Capital, L.P.5,246$789K0.06%-32813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC5,240$788K0.13%-49713F-HRTimeline
Betterment LLC5,238$788K<0.01%-53513F-HRTimeline
Millington Financial Advisors, LLC5,019$775K0.39%+713F-HRTimeline
Meridian Wealth Management, LLC5,148$774K0.03%+9613F-HRTimeline
SeaCrest Wealth Management, LLC5,145$774K0.08%+3913F-HRTimeline
Hoxton Planning & Management, LLC5,124$771K0.27%-2513F-HRTimeline
Richmond Investment Services, LLC5,102$767K0.16%new13F-HRTimeline
GWN SECURITIES INC.5,035$759K0.14%-41613F-HRTimeline
Snowden Capital Advisors LLC5,035$757K0.02%-67813F-HRTimeline
Geneos Wealth Management Inc.5,026$756K0.02%-4,53713F-HRTimeline
FORTE ASSET MANAGEMENT LLC4,949$744K0.38%013F-HRTimeline
Financial Engines Advisors L.L.C.4,925$741K<0.01%+2,72013F-HRTimeline
Wealthquest Corp4,913$739K0.06%-47513F-HRTimeline
OAK RIDGE INVESTMENTS LLC4,844$729K0.05%-1,94613F-HRTimeline
GDS Wealth Management4,823$725K0.05%+48113F-HRTimeline
WHITTIER TRUST CO4,802$722K0.01%013F-HRTimeline
Legacy Financial Advisors, Inc.4,787$720K0.11%-1313F-HRTimeline
Parkworth Wealth Management, Inc.4,749$714K0.52%+713F-HRTimeline
High Falls Advisors, Inc4,744$713K0.16%+28113F-HRTimeline
Kaizen Financial Strategies4,732$712K0.36%-44813F-HRTimeline
BENNETT SELBY INVESTMENTS LP4,678$704K0.25%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,657$700K0.06%-10013F-HRTimeline
Sterling Capital Management LLC4,631$697K0.01%-5113F-HR/ATimeline
Avior Wealth Management, LLC4,618$695K0.02%-11013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,610$693K<0.01%+8313F-HRTimelineGroup
Octavia Wealth Advisors, LLC4,602$692K0.08%-7713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,599$692K0.18%+48813F-HRTimeline
Sage Financial Management Group, Inc.4,588$690K0.24%-47713F-HRTimeline