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Disclosery

IUSG ISHARES TR

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ETF (fund)

812 managers (823 13F filers) reported a position in IUSG shares at 2025-09-30, 115,731,297 shares in all. 67 filers opened a position and 38 filers sold out during the quarter.

Managers
812
13F filers
823
New
67
Added
260
Reduced
258
Sold out
38
Shares held by filers
115,731,297

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
PRIVATE TRUST CO NA19,083$3.14M0.28%-13513F-HRTimeline
Beacon Pointe Advisors, LLC19,057$3.14M0.03%-1,96713F-HRTimeline
TD Waterhouse Canada Inc.18,816$3.12M0.02%-1,08313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP18,245$3M<0.01%-2,05613F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC18,146$2.99M0.21%+1,57013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,121$2.98M0.02%+73013F-HRTimelineGroup
WIN ADVISORS, INC17,951$2.95M1.44%-29,87313F-HRTimeline
Prospera Financial Services Inc17,733$2.92M0.05%+81613F-HRTimeline
MATAURO, LLC17,649$2.9M0.46%+413F-HRTimeline
Quantinno Capital Management LP17,435$2.87M0.01%013F-HRTimeline
TriaGen Wealth Management LLC17,133$2.82M0.74%-7513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC16,959$2.79M0.32%+5413F-HRTimeline
PLANNING DIRECTIONS INC16,912$2.78M1.45%-34813F-HRTimeline
Sovereign Financial Group, Inc.16,846$2.77M0.52%-24013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.16,780$2.76M0.35%+4713F-HRTimeline
PFG Advisors16,689$2.75M0.11%new13F-HRTimeline
Caprock Group, LLC17,444$2.74M0.07%13F-HRTimeline
Watchman Group, Inc.16,275$2.68M0.65%-33413F-HRTimeline
MIdWestOne Financial Group, Inc.16,017$2.64M0.32%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT15,679$2.58M0.09%013F-HRTimeline
Sterling Investment Counsel, LLC15,590$2.57M0.82%+3,81313F-HRTimeline
Gotham Asset Management, LLC15,582$2.56M0.01%+2,20013F-HRTimeline
Steward Partners Investment Advisory, L…14,924$2.46M0.01%+5,67813F-HRTimeline
Kingsview Wealth Management, LLC14,773$2.43M0.04%+1,60213F-HRTimeline
Ackerman Capital Advisors, LLC14,723$2.42M0.51%-55913F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC14,656$2.41M1.67%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…14,601$2.4M0.16%+10,30413F-HRTimelineGroup
Sigma Planning Corp14,575$2.4M0.07%-8113F-HRTimeline
Trek Financial, LLC14,130$2.32M0.14%+1,13613F-HRTimeline
Provenance Wealth Advisors, LLC13,830$2.28M0.29%-42013F-HRTimeline
Summit Financial, LLC13,604$2.24M0.03%+1,19813F-HRTimeline
BRIGHTON JONES LLC12,941$2.13M0.05%-30313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,753$2.1M0.01%-26813F-HRTimeline
Litman Gregory Wealth Management LLC12,352$2.03M0.15%013F-HRTimeline
Clarius Group, LLC12,300$2.02M0.12%013F-HRTimeline
IFS Group,LLC12,137$2.01M1.76%13F-HRTimeline
Advisory Services Network, LLC12,185$2M0.03%+6513F-HRTimeline
Clearstead Advisors, LLC12,174$2M0.03%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,109$1.99M0.09%+1,22413F-HRTimeline
Farther Finance Advisors, LLC11,956$1.97M0.03%+1,06813F-HRTimeline
Sequoia Financial Advisors, LLC11,672$1.92M0.01%+34413F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC11,481$1.89M0.11%-44313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC11,375$1.87M0.05%-40513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,206$1.84M0.11%+10213F-HRTimeline
Glenmede Investment Management, LP11,014$1.81M0.01%+3,82113F-HRTimeline
UPTICK PARTNERS, LLC10,791$1.78M0.47%-9713F-HRTimeline
Topel & Distasi Wealth Management, LLC10,645$1.75M0.86%013F-HRTimeline
Darden Wealth Group Inc10,638$1.75M0.92%-52613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,619$1.75M0.01%-21513F-HRTimeline
Bleakley Financial Group, LLC10,581$1.74M0.04%+16913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,557$1.74M0.02%+15713F-HRTimelineGroup
GSG Advisors LLC10,500$1.74M0.46%-3713F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding10,328$1.7M+75Timeline
CIM, LLC10,285$1.69M0.22%-11113F-HRTimeline
White Lighthouse Investment Management …10,236$1.68M0.26%-1,60713F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,176$1.67M0.32%-1,36713F-HRTimeline
NewEdge Wealth, LLC9,936$1.67M0.02%+2,07313F-HRTimeline
Hubbell Strickland Wealth Management, L…10,133$1.67M0.69%-2813F-HRTimeline
Keystone Financial Group9,938$1.64M0.12%+4813F-HR/ATimeline
MORRIS FINANCIAL CONCEPTS, INC.9,838$1.62M0.58%+6513F-HRTimeline
Perennial Investment Advisors, LLC9,766$1.61M0.13%+38213F-HRTimeline
Heritage Wealth Management, Inc. /CA/9,735$1.6M1.09%013F-HRTimeline
Trilogy Capital Inc.9,630$1.58M0.07%-42813F-HRTimeline
PATTEN & PATTEN INC/TN9,610$1.58M0.09%+5,99613F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC9,542$1.57M1.13%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,535$1.57M-1,800Timeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…9,487$1.56M0.46%+1313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,471$1.56M0.01%-39413F-HRTimelineGroup
YHB Investment Advisors, Inc.9,341$1.54M0.11%-98213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,192$1.51M0.03%-2,34013F-HRTimeline
SWEENEY & MICHEL, LLC9,322$1.5M0.51%+1413F-HRTimeline
Symphony Financial, Ltd. Co.9,064$1.5M0.18%-27113F-HRTimeline
Parallel Advisors, LLC8,948$1.47M0.03%013F-HRTimeline
American State Bank (Iowa)8,920$1.47M0.75%-27013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…8,592$1.46M0.49%+813F-HRTimeline
Talisman Wealth Advisors LLC8,848$1.46M1.21%+10613F-HRTimeline
Gladstone Institutional Advisory LLC8,776$1.44M0.06%+13313F-HRTimeline
Waverly Advisors, LLC8,756$1.44M0.01%-7813F-HRTimeline
Integrated Advisors Network LLC8,619$1.42M0.06%-8,98413F-HRTimeline
Benchmark Financial Wealth Advisors, LLC8,607$1.42M0.43%+10413F-HRTimeline
Franklin Resourcesgroup of 2 filers holding8,553$1.41M-827Timeline
Investors Research Corp8,531$1.4M0.26%+46113F-HRTimeline
Van Hulzen Asset Management, LLC8,501$1.4M0.1%+7313F-HRTimeline
J.W. COLE ADVISORS, INC.8,333$1.37M0.03%+55513F-HRTimeline
VAUGHAN & Co SECURITIES, INC.8,322$1.37M0.73%-7713F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC7,998$1.37M0.22%+313F-HRTimeline
Wealth Management Partners, LLC8,301$1.37M0.43%-2313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.8,219$1.35M0.05%+25613F-HRTimelineGroup
Chicago Partners Investment Group LLC7,910$1.35M0.04%-96613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding8,197$1.35M-3,444Timeline
Prosperity Consulting Group, LLC8,107$1.33M0.07%013F-HRTimeline
MONECO ADVISORS, LLC8,072$1.33M0.11%+41713F-HRTimeline
Moment Partners, LLC8,038$1.32M0.23%-29713F-HRTimeline
Nikulski Financial, Inc.8,033$1.32M0.33%-1,14313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,986$1.31M<0.01%+68713F-HRTimelineGroup
Diversified Enterprises, LLC7,970$1.31M0.09%+53513F-HRTimeline
Summit Wealth Partners, LLC7,937$1.31M0.24%+97813F-HRTimeline
Innovative Wealth Building LLC7,909$1.3M1.01%+15213F-HRTimeline
CATALYST PRIVATE WEALTH, LLC7,872$1.3M0.57%-58813F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…7,806$1.28M0.06%013F-HRTimeline
Crestwood Advisors Group, LLC7,678$1.26M0.02%-513F-HRTimeline
Grey Fox Wealth Advisors, LLC7,641$1.26M0.26%-49513F-HRTimeline
Burns Matteson Capital Management, LLC7,635$1.26M0.53%-22113F-HRTimeline
Laird Norton Wetherby Wealth Management…7,605$1.25M0.05%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,555$1.24M<0.01%+30913F-HRTimelineGroup
One Day In July LLC7,334$1.21M0.1%+81713F-HRTimeline
Coordinated Financial Services, Inc.7,307$1.2M0.77%-80913F-HRTimeline
Venture Visionary Partners LLC7,235$1.19M0.04%-27713F-HRTimeline
Empirical Financial Services, LLC d.b.a…7,222$1.19M0.02%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC7,112$1.17M0.31%-27513F-HRTimeline
St. Clair Advisors, LLC7,047$1.16M0.31%013F-HRTimeline
Inscription Capital, LLC7,031$1.16M0.12%+3113F-HRTimeline
Ullmann Wealth Partners Group, LLC7,029$1.16M0.13%+113F-HRTimeline
TL Private Wealth7,014$1.15M0.46%+513F-HRTimeline
Eldridge Investment Advisors, Inc.6,993$1.15M0.26%+113F-HRTimeline
Graney & King, LLC6,976$1.15M0.79%-1913F-HRTimeline
Twelve Points Wealth Management LLC6,946$1.14M0.28%-84013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding6,917$1.14M-156Timeline
Barnes Dennig Private Wealth Management…6,824$1.12M1.21%+33013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …6,671$1.1M<0.01%+2,24313F-HRTimelineGroup
BEARING POINT CAPITAL, LLC6,700$1.1M0.19%013F-HRTimeline
Weil Company, Inc.6,636$1.09M0.26%013F-HRTimeline
PFG Investments, LLC6,573$1.08M0.06%+22113F-HRTimeline
MAI Capital Management6,509$1.07M0.01%+15013F-HRTimeline
Texas Capital Bank Wealth Management Se…6,507$1.07M0.09%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL6,497$1.07M0.01%new13F-HR/ATimeline
XML Financial, LLC6,488$1.07M0.09%+9213F-HRTimeline
Axis Wealth Partners, LLC6,465$1.06M0.62%-57413F-HRTimeline
Richmond Investment Services, LLC6,400$1.05M0.2%+1,29813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,370$1.05M<0.01%-43,61613F-HRTimelineGroup
Triad Wealth Partners, LLC6,356$1.05M0.13%new13F-HRTimeline
Denver PWM, LLC6,934$1.04M0.33%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,314$1.04M0.03%013F-HRTimelineGroup
DROMS STRAUSS ADVISORS INC /MO/ /ADV6,312$1.04M0.3%+913F-HRTimeline
Ulland Investment Advisors, LLC6,306$1.04M0.78%-2013F-HRTimeline
Biondo Investment Advisors, LLC6,148$1.01M0.13%+1513F-HRTimeline
NTV Asset Management LLC6,068$998K0.11%new13F-HRTimeline
Meridian Financial Advisors, LLC6,027$992K0.56%+69613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,017$990K0.16%+1713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,011$989K0.08%+13613F-HR/ATimeline
Empirical Asset Management, LLC5,894$970K0.27%+113F-HRTimeline
One Charles Private Wealth Services, LLC5,885$968K0.25%013F-HRTimeline
Kovack Advisors, Inc.5,838$961K0.09%-30013F-HRTimeline
Visionary Wealth Advisors5,799$954K0.04%+113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,798$954K0.04%013F-HRTimeline
Geneos Wealth Management Inc.5,751$946K0.02%+72513F-HRTimeline
Insight Wealth Strategies, LLC5,740$944K0.11%+413F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO5,729$943K0.16%+15913F-HRTimeline
Asset Management Group, Inc.5,709$939K0.15%+813F-HRTimeline
SAPIENT CAPITAL LLC5,731$939K0.01%+20613F-HRTimeline
Wescott Financial Advisory Group, LLC5,654$930K0.08%+4913F-HRTimeline
Rehmann Capital Advisory Group5,643$929K0.05%-19913F-HRTimeline
Mutual Advisors, LLC5,537$917K0.02%+14013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,561$915K<0.01%-1,35813F-HRTimelineGroup
Betterment LLC5,552$914K<0.01%+31413F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC5,542$912K0.3%013F-HRTimeline
Allen Capital Group, LLC5,527$909K0.09%-15713F-HRTimeline
FC Advisory LLC5,520$908K0.27%013F-HRTimeline
SeaCrest Wealth Management, LLC5,358$891K0.09%+21313F-HRTimeline
NWAM LLC5,382$891K0.05%+1,92713F-HR/ATimeline
MidAtlantic Capital Management, Inc.5,394$888K0.61%013F-HRTimeline
Bedel Financial Consulting, Inc.5,379$885K0.11%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,363$882K0Timeline
TWIN FOCUS CAPITAL PARTNERS, LLC5,331$877K0.11%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC5,309$874K0.18%013F-HRTimeline
Patriot Financial Group Insurance Agenc…5,295$871K0.11%+2113F-HRTimeline
Wealth Quarterback LLC5,200$856K0.33%-64513F-HRTimeline
Meridian Wealth Management, LLC5,152$848K0.03%+413F-HRTimeline
Financial Engines Advisors L.L.C.5,054$832K<0.01%+12913F-HRTimeline
Snowden Capital Advisors LLC5,030$828K0.02%-513F-HRTimeline
Millington Financial Advisors, LLC5,026$827K0.4%+713F-HRTimeline
Hoxton Planning & Management, LLC5,004$823K0.26%-12013F-HRTimeline
Simplicity Wealth,LLC4,987$821K0.05%+1,72713F-HRTimeline
FORTE ASSET MANAGEMENT LLC4,949$814K0.39%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…4,882$803K0.17%+64213F-HRTimelineGroup
Valeo Financial Advisors, LLC4,876$802K0.02%+1,19013F-HRTimeline
Waterloo Capital, L.P.4,827$794K0.06%-41913F-HRTimeline
WHITTIER TRUST CO4,802$793K0.01%013F-HRTimeline
GWN SECURITIES INC.4,774$787K0.18%-26113F-HRTimeline
CALTON & ASSOCIATES, INC.4,765$784K0.12%-1,17613F-HRTimeline
Legacy Financial Advisors, Inc.4,756$783K0.11%-3113F-HRTimeline
High Falls Advisors, Inc4,744$781K0.16%013F-HRTimeline
Octavia Wealth Advisors, LLC4,694$772K0.08%+9213F-HRTimeline
BENNETT SELBY INVESTMENTS LP4,650$765K0.25%-2813F-HRTimeline
GDS Wealth Management4,650$765K0.05%-17313F-HRTimeline
OAK RIDGE INVESTMENTS LLC4,640$763K0.05%-20413F-HRTimeline
CHOREO, LLC4,601$757K0.01%-2,10613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,595$756K0.05%-6213F-HRTimeline
Sage Financial Management Group, Inc.4,588$755K0.24%013F-HRTimeline
Wealthspire Advisors, LLC4,565$751K<0.01%-1,94813F-HRTimeline
RPG Investment Advisory, LLC4,538$747K0.09%+7013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,535$746K0.1%-70513F-HRTimeline
Leonard Rickey Investment Advisors P.L.…4,533$746K0.14%-1513F-HRTimeline
Avior Wealth Management, LLC4,528$745K0.02%-9013F-HRTimeline
Wealthspire Retirement, LLC4,505$741K0.05%013F-HR/ATimeline
Fourth Dimension Wealth, LLC4,496$740K0.28%+19313F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,481$737K<0.01%+3313F-HRTimelineGroup
Weaver Consulting Group4,462$734K0.19%+9913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,381$721K0.17%-21813F-HRTimeline
Kaizen Financial Strategies4,332$719K0.32%-40013F-HRTimeline