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Disclosery

IUSG ISHARES TR

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ETF (fund)

871 managers (884 13F filers) reported a position in IUSG shares at 2025-12-31, 120,322,912 shares in all. 60 filers opened a position and 40 filers sold out during the quarter.

Managers
871
13F filers
884
New
60
Added
263
Reduced
283
Sold out
40
Shares held by filers
120,322,912

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
EVOKE WEALTH, LLC21,075$3.54M0.07%013F-HRTimeline
Trek Financial, LLC21,027$3.53M0.2%+6,89713F-HRTimeline
Valpey Financial Services, LLC20,991$3.53M2.25%-6813F-HR/ATimeline
Quantinno Capital Management LP20,901$3.51M0.01%+3,46613F-HRTimeline
IEQ CAPITAL, LLC20,095$3.37M0.01%-36613F-HRTimeline
Keenan, LLC20,085$3.37M2.97%13F-HR/ATimeline
Caliber Wealth Management, LLC / KS20,031$3.36M0.36%-62813F-HRTimeline
Bulwark Capital Corp20,001$3.36M2.39%-10013F-HRTimeline
BEAM WEALTH ADVISORS, INC.19,816$3.33M0.91%-25213F-HRTimeline
Sunbelt Securities, Inc.19,725$3.31M0.22%+32813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC19,457$3.27M0.25%+1,31113F-HRTimeline
Legacy Private Trust Co.19,300$3.24M0.19%013F-HRTimeline
Eagle Strategies LLC19,281$3.24M0.41%-94913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …19,107$3.21M0.01%+12,43613F-HRTimelineGroup
EP Wealth Advisors, LLC19,116$3.21M0.02%13F-HRTimeline
PRIVATE TRUST CO NA19,023$3.19M0.28%-6013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP18,903$3.17M<0.01%+65813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,776$3.15M0.03%+65513F-HRTimelineGroup
Caprock Group, LLC17,741$2.98M0.06%+29713F-HRTimeline
MLP3, LLC17,388$2.92M3.19%13F-HRTimeline
TD Waterhouse Canada Inc.17,362$2.92M0.02%-1,45413F-HRTimeline
Steward Partners Investment Advisory, L…17,281$2.9M0.02%+2,35713F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.17,204$2.89M0.35%+42413F-HRTimeline
MATAURO, LLC17,150$2.88M0.43%-49913F-HRTimeline
TriaGen Wealth Management LLC17,102$2.87M0.74%-3113F-HRTimeline
Pathfinder Wealth Consulting, Inc.17,006$2.86M1.8%13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC16,961$2.85M0.31%+213F-HRTimeline
Prospera Financial Services Inc16,917$2.84M0.05%-81613F-HRTimeline
HighPoint Advisor Group LLC16,718$2.81M0.06%new13F-HRTimeline
Sovereign Financial Group, Inc.16,595$2.79M0.5%-25113F-HRTimeline
Summit Financial, LLC16,241$2.73M0.04%+2,63713F-HRTimeline
MIdWestOne Financial Group, Inc.16,137$2.71M0.3%+12013F-HRTimeline
PFG Advisors15,744$2.64M0.13%-94513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT15,679$2.63M0.09%013F-HRTimeline
Sigma Planning Corp15,611$2.62M0.07%+1,03613F-HRTimeline
Watchman Group, Inc.15,379$2.58M0.62%-89613F-HRTimeline
NewEdge Wealth, LLC15,203$2.55M0.03%+5,26713F-HRTimeline
Sterling Investment Counsel, LLC15,173$2.55M0.73%-41713F-HRTimeline
Farther Finance Advisors, LLC15,028$2.52M0.03%+3,07213F-HRTimeline
PLANNING DIRECTIONS INC14,994$2.52M1.27%-1,91813F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC14,656$2.46M1.68%013F-HRTimeline
Integrated Advisors Network LLC14,581$2.45M0.11%+5,96213F-HRTimeline
Kingsview Wealth Management, LLC14,345$2.41M0.03%-42813F-HRTimeline
HARBOUR INVESTMENTS, INC.14,312$2.4M0.05%+12,69613F-HRTimeline
OAK RIDGE INVESTMENTS LLC14,187$2.38M0.14%+9,54713F-HRTimeline
Provenance Wealth Advisors, LLC13,830$2.32M0.26%013F-HRTimeline
J.Safra Asset Management Corp12,960$2.18M0.11%new13F-HRTimeline
Capital Investment Advisory Services, L…12,829$2.15M0.15%-11,38213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC12,533$2.1M0.01%-22013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding12,503$2.1M+2,175Timeline
White Lighthouse Investment Management …12,478$2.1M0.29%+2,24213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,416$2.09M<0.01%+6,85513F-HRTimelineGroup
Clarius Group, LLC12,300$2.07M0.12%013F-HRTimeline
Litman Gregory Wealth Management LLC12,278$2.06M0.15%-7413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,235$2.05M0.1%+12613F-HRTimeline
Advisory Services Network, LLC12,183$2.05M0.03%-213F-HRTimeline
Clearstead Advisors, LLC12,174$2.04M0.03%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC12,006$2.02M<0.01%+4,02013F-HRTimelineGroup
M Holdings Securities, Inc.11,634$1.95M0.14%new13F-HRTimeline
Sequoia Financial Advisors, LLC11,518$1.93M0.01%-15413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC11,282$1.89M0.01%+66313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,220$1.88M0.03%+66313F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC11,048$1.86M0.09%+6,45313F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise11,000$1.85M0.07%new13F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA11,014$1.85M0.01%13F-HRTimelineGroup
UPTICK PARTNERS, LLC10,740$1.8M0.38%-5113F-HRTimeline
Topel & Distasi Wealth Management, LLC10,645$1.79M0.87%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC10,446$1.75M0.05%-92913F-HRTimeline
GSG Advisors LLC10,433$1.75M0.45%-6713F-HRTimeline
MGO ONE SEVEN LLC10,383$1.74M0.04%+8,66913F-HRTimeline
Darden Wealth Group Inc10,374$1.74M0.85%-26413F-HRTimeline
CIM, LLC10,316$1.73M0.23%+3113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.10,191$1.71M0.6%+35313F-HRTimeline
Hubbell Strickland Wealth Management, L…10,141$1.7M0.69%+813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,003$1.68M0.09%-1,20313F-HRTimeline
YHB Investment Advisors, Inc.9,755$1.64M0.11%+41413F-HRTimeline
Heritage Wealth Management, Inc. /CA/9,735$1.63M1.06%013F-HRTimeline
Vise Technologies, Inc.9,656$1.62M0.03%+7,86113F-HRTimeline
Trilogy Capital Inc.9,626$1.62M0.07%-413F-HRTimeline
PATTEN & PATTEN INC/TN9,610$1.61M0.09%013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC9,569$1.61M0.29%-60713F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC9,542$1.6M1.09%013F-HRTimeline
Van Hulzen Asset Management, LLC9,500$1.6M0.12%+99913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,471$1.59M0.01%013F-HRTimelineGroup
Arax Advisory Partners9,368$1.57M0.05%new13F-HRTimeline
SWEENEY & MICHEL, LLC9,337$1.56M0.46%+1513F-HRTimeline
Symphony Financial, Ltd. Co.9,185$1.55M0.21%+12113F-HRTimeline
Worthington Financial Partners, LLC9,147$1.54M1.36%13F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…9,108$1.53M0.44%-37913F-HRTimeline
High Point Wealth Management, LLC9,062$1.52M1.43%13F-HRTimeline
Parallel Advisors, LLC9,027$1.52M0.03%+7913F-HRTimeline
Keystone Financial Group8,975$1.51M0.11%-96313F-HRTimeline
Waverly Advisors, LLC8,933$1.5M0.01%+17713F-HRTimeline
Talisman Wealth Advisors LLC8,840$1.49M1.16%-813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,812$1.48M<0.01%+1,25713F-HRTimelineGroup
Kovack Advisors, Inc.8,761$1.47M0.07%+2,92313F-HR/ATimeline
SIMPLEX TRADING, LLC8,695$1.46M0.04%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding8,642$1.45M-893Timeline
Carlton Hofferkamp & Jenks Wealth Manag…8,605$1.45M0.48%+1313F-HRTimeline
American State Bank (Iowa)8,533$1.43M0.69%-38713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,453$1.42M0.05%-6,14813F-HRTimelineGroup
Investors Research Corp8,447$1.42M0.26%-8413F-HRTimeline
Barnes Dennig Private Wealth Management…8,438$1.42M1.42%+1,61413F-HRTimeline
Wealth Management Partners, LLC8,301$1.39M0.4%013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC8,273$1.39M0.4%-33413F-HRTimeline
Perennial Investment Advisors, LLC8,213$1.38M0.11%-1,55313F-HRTimeline
VAUGHAN & Co SECURITIES, INC.8,172$1.37M0.71%-15013F-HRTimeline
Moment Partners, LLC8,130$1.37M0.28%+9213F-HRTimeline
Prosperity Consulting Group, LLC8,107$1.36M0.06%013F-HRTimeline
Innovative Wealth Building LLC8,066$1.35M0.99%+15713F-HRTimeline
Richmond Investment Services, LLC8,014$1.35M0.23%+1,61413F-HRTimeline
St. Clair Advisors, LLC7,998$1.34M0.35%+95113F-HRTimeline
Summit Wealth Partners, LLC7,938$1.33M0.25%+113F-HRTimeline
MONECO ADVISORS, LLC7,911$1.33M0.11%-16113F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC8,001$1.33M0.19%+313F-HRTimeline
Chicago Partners Investment Group LLC7,806$1.32M0.03%-10413F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…7,806$1.31M0.06%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC7,800$1.31M<0.01%-17,50013F-HRTimeline
Diversified Enterprises, LLC7,737$1.3M0.08%-23313F-HRTimeline
Crestwood Advisors Group, LLC7,716$1.3M0.02%+3813F-HRTimeline
Gladstone Institutional Advisory LLC7,648$1.28M0.05%-1,12813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC7,629$1.28M0.27%+51713F-HRTimeline
CATALYST PRIVATE WEALTH, LLC7,617$1.28M0.56%-25513F-HRTimeline
Burns Matteson Capital Management, LLC7,468$1.25M0.5%-16713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.7,376$1.24M0.05%-84313F-HRTimelineGroup
One Day In July LLC7,334$1.23M0.1%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…7,222$1.21M0.02%013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding7,199$1.21M-998Timeline
Ullmann Wealth Partners Group, LLC7,029$1.19M0.12%013F-HRTimeline
TL Private Wealth6,988$1.19M0.46%-2613F-HR/ATimeline
Inscription Capital, LLC7,031$1.18M0.12%013F-HRTimeline
Grey Fox Wealth Advisors, LLC7,020$1.18M0.24%-62113F-HRTimeline
Eldridge Investment Advisors, Inc.6,994$1.17M0.26%+113F-HRTimeline
Venture Visionary Partners LLC6,978$1.17M0.04%-25713F-HRTimeline
Coordinated Financial Services, Inc.6,962$1.17M0.67%-34513F-HRTimeline
Graney & King, LLC6,954$1.17M0.68%-2213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,809$1.14M0.02%-2,38313F-HR/ATimeline
BEARING POINT CAPITAL, LLC6,700$1.13M0.18%013F-HRTimeline
Weil Company, Inc.6,636$1.11M0.26%013F-HRTimeline
Foundations Investment Advisors, LLC6,584$1.11M0.01%+2,48613F-HRTimeline
Twelve Points Wealth Management LLC6,487$1.1M0.25%-45913F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV6,556$1.1M0.68%13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…6,528$1.1M0.13%13F-HRTimeline
Texas Capital Bank Wealth Management Se…6,507$1.09M0.06%013F-HRTimeline
Meridian Financial Advisors, LLC6,506$1.09M0.6%+47913F-HRTimeline
PFG Investments, LLC6,439$1.08M0.05%-13413F-HRTimeline
MAI Capital Management6,397$1.07M0.01%-11213F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV6,322$1.06M0.28%+1013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,314$1.06M0.03%013F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding6,308$1.06M-609Timeline
VERUS CAPITAL PARTNERS, LLC6,297$1.06M0.07%+28613F-HR/ATimeline
SouthState Bank Corpin group SouthState Bank Corp6,253$1.05M0.05%+5,49113F-HRTimelineGroup
Denver PWM, LLC6,934$1.04M0.35%013F-HRTimeline
Axis Wealth Partners, LLC6,181$1.04M0.57%-28413F-HRTimeline
Biondo Investment Advisors, LLC6,178$1.04M0.13%+3013F-HRTimeline
Mutual Advisors, LLC6,168$1.04M0.02%+63113F-HRTimeline
XML Financial, LLC6,105$1.03M0.08%-38313F-HRTimeline
Private Wealth Partners, LLC6,028$1.01M0.07%+4,44013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,017$1.01M0.16%013F-HRTimeline
Ulland Investment Advisors, LLC5,946$999K0.8%-36013F-HRTimeline
Visionary Wealth Advisors5,922$995K0.04%+12313F-HRTimeline
SAPIENT CAPITAL LLC5,823$985K0.01%+9213F-HRTimeline
Tannin Capital LLC5,813$976K0.87%13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,798$974K0.04%013F-HRTimeline
One Charles Private Wealth Services, LLC5,795$973K0.25%-9013F-HRTimeline
NTV Asset Management LLC5,772$969K0.1%-29613F-HRTimeline
Insight Wealth Strategies, LLC5,745$965K0.11%+513F-HRTimeline
Asset Management Group, Inc.5,718$960K0.16%+913F-HRTimeline
Geneos Wealth Management Inc.5,651$949K0.02%-10013F-HRTimeline
Wescott Financial Advisory Group, LLC5,622$944K0.08%-3213F-HRTimeline
Betterment LLC5,557$933K<0.01%+513F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC5,543$931K0.27%+113F-HRTimeline
WHALEROCK POINT PARTNERS, LLC5,509$925K0.18%+20013F-HRTimeline
Smartleaf Asset Management LLC5,461$924K0.04%+1,93913F-HRTimeline
Integrated Wealth Management5,453$916K1.03%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,443$914K<0.01%+1,11013F-HRTimelineGroup
CALTON & ASSOCIATES, INC.5,412$909K0.13%+64713F-HRTimeline
Meridian Wealth Management, LLC5,411$909K0.03%+25913F-HRTimeline
MidAtlantic Capital Management, Inc.5,394$906K0.58%013F-HRTimeline
Bedel Financial Consulting, Inc.5,379$903K0.1%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,363$901K0Timeline
NWAM LLC5,299$900K0.05%-8313F-HRTimeline
Rehmann Capital Advisory Group5,354$899K0.05%-28913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC5,331$895K0.1%013F-HRTimeline
GDS Wealth Management5,272$885K0.06%+62213F-HRTimeline
Patriot Financial Group Insurance Agenc…5,248$881K0.11%-4713F-HRTimeline
SeaCrest Wealth Management, LLC5,176$881K0.09%-18213F-HRTimeline
Wealth Quarterback LLC5,202$874K0.31%+213F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO5,078$853K0.15%-65113F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …5,038$846K<0.01%+55713F-HRTimelineGroup
Simplicity Wealth,LLC5,012$842K0.05%+2513F-HRTimeline
Snowden Capital Advisors LLC4,992$838K0.02%-3813F-HRTimeline
FC Advisory LLC4,990$838K0.24%-53013F-HRTimeline
Empirical Asset Management, LLC4,985$837K0.24%-90913F-HRTimeline
Millington Financial Advisors, LLC5,034$835K0.37%+813F-HRTimeline
FORTE ASSET MANAGEMENT LLC4,949$831K0.38%013F-HRTimeline
Valeo Financial Advisors, LLC4,862$816K0.02%-1413F-HRTimeline
WHITTIER TRUST CO4,802$816K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC4,810$808K0.29%+31413F-HRTimeline
Waterloo Capital, L.P.4,808$807K0.06%-1913F-HRTimeline