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Disclosery

IUSG ISHARES TR

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ETF (fund)

854 managers (870 13F filers) reported a position in IUSG shares at 2026-03-31, 133,283,236 shares in all. 63 filers opened a position and 69 filers sold out during the quarter.

Managers
854
13F filers
870
New
63
Added
293
Reduced
289
Sold out
69
Shares held by filers
133,283,236

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Steward Partners Investment Advisory, L…22,548$3.5M0.02%+5,26713F-HRTimeline
Western Wealth Management, LLC22,524$3.49M0.13%+98313F-HR/ATimeline
BAILARD, INC.22,224$3.45M0.08%+23713F-HRTimeline
Colorado Capital Management, Inc.21,570$3.35M1.25%-79013F-HRTimeline
IEQ CAPITAL, LLC21,539$3.34M0.02%+1,44413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC21,323$3.31M0.03%+2,54713F-HRTimelineGroup
Trek Financial, LLC21,090$3.27M0.17%+6313F-HRTimeline
EVOKE WEALTH, LLC21,075$3.27M0.06%013F-HRTimeline
Prospera Financial Services Inc20,667$3.21M0.05%+3,75013F-HRTimeline
Orion Porfolio Solutions, LLC20,657$3.2M0.03%-2,71613F-HRTimeline
Caprock Group, LLC20,633$3.2M0.08%+2,89213F-HRTimeline
Franklin Resourcesgroup of 2 filers holding20,447$3.17M-105,035Timeline
Bulwark Capital Corp20,439$3.17M1.95%+43813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,421$3.17M0.06%-15,09013F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.19,749$3.06M<0.01%13F-HRTimelineGroup
Sovereign Financial Group, Inc.19,741$3.06M0.53%+3,14613F-HRTimeline
Sunbelt Securities, Inc.19,722$3.06M0.19%-313F-HRTimeline
Kingsview Wealth Management, LLC19,571$3.04M0.04%+5,22613F-HRTimeline
Eagle Strategies LLC19,385$3.01M0.36%+10413F-HRTimeline
Caliber Wealth Management, LLC / KS19,070$2.96M0.32%-96113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP18,845$2.92M<0.01%-5813F-HRTimelineGroup
PRIVATE TRUST CO NA18,658$2.89M0.26%-36513F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC18,384$2.85M1%-6,13213F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…17,915$2.78M0.83%+8,80713F-HRTimeline
RFG Advisory, LLC17,869$2.77M0.05%-19,48913F-HRTimeline
HARBOUR INVESTMENTS, INC.17,774$2.76M0.04%+3,46213F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.17,421$2.7M0.33%+21713F-HRTimeline
Pathfinder Wealth Consulting, Inc.17,342$2.69M1.74%+33613F-HRTimeline
MLP3, LLC17,241$2.67M2.95%-14713F-HRTimeline
SEEDS INVESTOR LLC15,587$2.66M0.36%new13F-HRTimeline
EP Wealth Advisors, LLC17,117$2.66M0.01%-1,99913F-HRTimeline
HighPoint Advisor Group LLC17,068$2.65M0.11%+35013F-HRTimeline
TriaGen Wealth Management LLC16,892$2.62M0.72%-21013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC16,537$2.57M0.28%-42413F-HRTimeline
Summit Financial, LLC16,338$2.53M0.03%+9713F-HRTimeline
Keenan, LLC16,466$2.53M2.13%-3,61913F-HRTimeline
PFG Advisors16,032$2.49M0.12%+28813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,780$2.45M0.01%+3,24713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT15,679$2.43M0.09%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,590$2.42M<0.01%new13F-HRTimelineGroup
Sigma Planning Corp15,379$2.39M0.07%-23213F-HRTimeline
Watchman Group, Inc.15,306$2.37M0.57%-7313F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC15,054$2.34M0.09%new13F-HRTimelineGroup
MGO ONE SEVEN LLC15,030$2.33M0.05%+4,64713F-HRTimeline
Farther Finance Advisors, LLC14,761$2.32M0.02%-26713F-HRTimeline
Van Diest Capital, LLC14,961$2.32M1.83%+11,42413F-HRTimeline
PLANNING DIRECTIONS INC14,862$2.31M1.17%-13213F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC14,190$2.2M1.41%-46613F-HRTimeline
Biondo Investment Advisors, LLC13,976$2.17M0.28%+7,79813F-HRTimeline
M Holdings Securities, Inc.11,621$2.16M0.15%-1313F-HRTimeline
OAK RIDGE INVESTMENTS LLC13,791$2.14M0.14%-39613F-HRTimeline
Topel & Distasi Wealth Management, LLC13,625$2.11M1.09%+2,98013F-HRTimeline
NewEdge Wealth, LLC13,507$2.1M0.03%-1,69613F-HRTimeline
BEAM WEALTH ADVISORS, INC.13,228$2.05M0.51%-6,58813F-HRTimeline
IFS Group,LLC12,637$1.96M1.75%13F-HRTimeline
Navigation Group, LLC12,619$1.96M0.46%13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC12,613$1.96M0.1%new13F-HRTimeline
Sterling Investment Counsel, LLC12,610$1.96M0.55%-2,56313F-HRTimeline
RFG - Bristol Wealth Advisors, LLC12,544$1.95M0.52%-12,49213F-HRTimeline
Provenance Wealth Advisors, LLC12,437$1.93M0.2%-1,39313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC12,326$1.91M0.24%new13F-HRTimeline
White Lighthouse Investment Management …12,322$1.91M0.27%-15613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,164$1.89M0.02%+94413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC12,032$1.87M<0.01%+2613F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC12,054$1.87M0.08%-18113F-HRTimeline
GC Wealth Management RIA, LLC12,038$1.87M0.08%+10,60213F-HRTimeline
BRIGHTON JONES LLC11,988$1.86M0.04%new13F-HR/ATimeline
BCS Wealth Management11,962$1.86M0.38%-11,96213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,751$1.82M0.09%+70313F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise11,000$1.8M0.07%013F-HRTimelineGroup
Sequoia Financial Advisors, LLC11,536$1.79M0.01%+1813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC11,476$1.78M0.01%+19413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA11,187$1.74M0.01%+17313F-HRTimelineGroup
St. Clair Advisors, LLC11,054$1.71M0.46%+3,05613F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding10,885$1.69M+2,464Timeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC10,813$1.68M0.17%+10,08713F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,762$1.67M0.29%+1,19313F-HRTimeline
MATAURO, LLC10,648$1.65M0.24%-6,50213F-HRTimeline
Patriot Financial Group Insurance Agenc…10,522$1.63M0.09%+5,27413F-HRTimeline
UPTICK PARTNERS, LLC10,508$1.63M0.33%-23213F-HRTimeline
Vise Technologies, Inc.9,656$1.62M0.03%013F-HRTimeline
GSG Advisors LLC10,372$1.61M0.42%-6113F-HRTimeline
Darden Wealth Group Inc10,164$1.58M0.8%-21013F-HRTimeline
CIM, LLC10,160$1.58M0.23%-15613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding10,105$1.57M+2,906Timeline
Hubbell Strickland Wealth Management, L…10,102$1.57M0.62%-3913F-HRTimeline
SWEENEY & MICHEL, LLC9,348$1.56M0.46%+1113F-HRTimeline
Richmond Investment Services, LLC9,925$1.54M0.25%+1,91113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,918$1.54M0.08%-8513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding9,906$1.54M+5,236Timeline
MORRIS FINANCIAL CONCEPTS, INC.9,907$1.54M0.52%-28413F-HRTimeline
BECKER CAPITAL MANAGEMENT INC9,807$1.52M0.04%-63913F-HRTimeline
CATALYST PRIVATE WEALTH, LLC9,776$1.52M0.82%+2,15913F-HRTimeline
Heritage Wealth Management, Inc. /CA/9,735$1.51M0.84%013F-HRTimeline
Chicago Partners Investment Group LLC8,519$1.5M0.03%+71313F-HRTimeline
YHB Investment Advisors, Inc.9,577$1.49M0.11%-17813F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC9,542$1.48M1%013F-HRTimeline
Trilogy Capital Inc.9,507$1.47M0.07%-11913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,414$1.46M0.01%-5713F-HRTimelineGroup
Van Hulzen Asset Management, LLC9,280$1.44M0.11%-22013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…7,914$1.41M0.47%-69113F-HRTimeline
Crestwood Advisors Group, LLC9,097$1.41M0.02%+1,38113F-HRTimeline
Arax Advisory Partners9,095$1.41M0.04%-27313F-HRTimeline
Parallel Advisors, LLC9,087$1.41M0.03%+6013F-HR/ATimeline
PATTEN & PATTEN INC/TN9,010$1.4M0.08%-60013F-HRTimeline
Keystone Financial Group9,003$1.4M0.1%+2813F-HRTimeline
Investors Research Corp8,919$1.38M0.26%+47213F-HRTimeline
Worthington Financial Partners, LLC8,738$1.36M1.16%-40913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC8,723$1.35M0.17%+3,98913F-HRTimeline
Perennial Investment Advisors, LLC8,654$1.34M0.11%+44113F-HRTimeline
Barnes Dennig Private Wealth Management…8,499$1.32M1.31%+6113F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding8,342$1.29M+4,171Timeline
High Point Wealth Management, LLC8,253$1.28M1.24%-80913F-HRTimeline
Benchmark Financial Wealth Advisors, LLC8,213$1.27M0.35%-6013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,182$1.27M0.05%-27113F-HRTimelineGroup
Waverly Advisors, LLC8,177$1.27M0.01%-75613F-HRTimeline
Wealth Management Partners, LLC8,175$1.27M0.36%-12613F-HRTimeline
VAUGHAN & Co SECURITIES, INC.8,172$1.27M0.66%013F-HRTimeline
Moment Partners, LLC8,122$1.26M0.22%-813F-HRTimeline
Innovative Wealth Building LLC8,088$1.25M0.88%+2213F-HRTimeline
Symphony Financial, Ltd. Co.8,104$1.25M0.17%-1,08113F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC8,003$1.24M0.18%+213F-HRTimeline
Total Clarity Wealth Management, Inc.7,947$1.23M0.29%+4,18813F-HRTimeline
Summit Wealth Partners, LLC7,938$1.23M0.19%013F-HRTimeline
American State Bank (Iowa)7,911$1.23M0.59%-62213F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…7,806$1.21M0.08%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,806$1.21M<0.01%-1,00613F-HRTimelineGroup
Talisman Wealth Advisors LLC7,705$1.2M0.96%-1,13513F-HRTimeline
TL Private Wealth7,223$1.19M0.47%+23513F-HRTimeline
Diversified Enterprises, LLC7,659$1.19M0.07%-7813F-HRTimeline
MONECO ADVISORS, LLC7,591$1.18M0.09%-32013F-HRTimeline
Park Place Capital Corp7,540$1.17M0.23%+6,60113F-HRTimeline
Ipswich Investment Management Co., Inc.7,521$1.17M0.27%new13F-HRTimeline
One Day In July LLC7,477$1.16M0.09%+14313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.7,376$1.14M0.04%013F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC7,345$1.14M0.09%+2,67113F-HRTimelineGroup
Burns Matteson Capital Management, LLC7,342$1.14M0.44%-12613F-HRTimeline
Integrated Advisors Network LLC7,250$1.12M0.06%-7,33113F-HRTimeline
Empirical Financial Services, LLC d.b.a…7,122$1.1M0.02%-10013F-HRTimeline
Ullmann Wealth Partners Group, LLC7,031$1.09M0.11%+213F-HRTimeline
Inscription Capital, LLC7,031$1.09M0.11%013F-HRTimeline
Grey Fox Wealth Advisors, LLC6,962$1.08M0.21%-5813F-HRTimeline
Graney & King, LLC6,960$1.08M0.58%+613F-HRTimeline
PFG Investments, LLC6,934$1.08M0.05%+49513F-HRTimeline
Meridian Financial Advisors, LLC6,904$1.07M0.59%+39813F-HRTimeline
Prosperity Consulting Group, LLC6,897$1.07M0.05%-1,21013F-HRTimeline
Venture Visionary Partners LLC6,871$1.07M0.04%-10713F-HRTimeline
Eldridge Investment Advisors, Inc.6,844$1.06M0.23%-15013F-HRTimeline
Coordinated Financial Services, Inc.6,830$1.06M0.61%-13213F-HRTimeline
Foundations Investment Advisors, LLC6,708$1.04M0.01%+12413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC6,653$1.03M0.2%-97613F-HRTimeline
Weil Company, Inc.6,636$1.03M0.23%013F-HRTimeline
Twelve Points Wealth Management LLC6,618$1.03M0.23%+13113F-HRTimeline
RENASANT BANK6,600$1.02M0.72%new13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…6,528$1.01M0.12%013F-HRTimeline
Texas Capital Bank Wealth Management Se…6,507$1.01M0.06%013F-HRTimeline
Gladstone Institutional Advisory LLC6,448$1M0.04%-1,20013F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV6,376$989K0.64%-18013F-HRTimeline
MAI Capital Management6,348$985K0.01%-4913F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV6,329$982K0.26%+713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC6,183$959K0.07%-11413F-HRTimeline
XML Financial, LLC6,160$955K0.08%+5513F-HRTimeline
Private Wealth Partners, LLC6,028$935K0.07%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,000$931K0.16%-1713F-HRTimeline
SAPIENT CAPITAL LLC5,975$927K0.01%+15213F-HR/ATimeline
AE Wealth Management LLC5,962$925K0.01%-20,75513F-HRTimeline
Ulland Investment Advisors, LLC5,926$919K0.79%-2013F-HRTimeline
Geneos Wealth Management Inc.5,911$917K0.02%+26013F-HRTimeline
Axis Wealth Partners, LLC5,875$911K0.48%-30613F-HRTimeline
Betterment LLC5,840$906K<0.01%+28313F-HRTimeline
Tannin Capital LLC5,813$902K0.65%013F-HRTimeline
Visionary Wealth Advisors5,806$901K0.04%-11613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.5,798$899K0.04%013F-HRTimeline
Millington Financial Advisors, LLC5,032$898K0.38%-213F-HRTimeline
NTV Asset Management LLC5,772$895K0.1%013F-HRTimeline
Intrua Financial, LLC5,742$891K0.1%+2,15513F-HRTimeline
Asset Management Group, Inc.5,724$888K0.14%+613F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC5,699$884K0.03%-61513F-HRTimelineGroup
Wescott Financial Advisory Group, LLC5,628$873K0.08%+613F-HRTimeline
WHALEROCK POINT PARTNERS, LLC5,509$855K0.16%013F-HRTimeline
Meridian Wealth Management, LLC5,505$854K0.03%+9413F-HRTimeline
Elevation Capital Advisory, LLC5,473$849K0.36%-20,19613F-HRTimeline
Mutual Advisors, LLC5,448$845K0.02%-72013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC5,427$842K0.06%+1,98913F-HRTimeline
CALTON & ASSOCIATES, INC.5,408$839K0.12%-413F-HRTimeline
MidAtlantic Capital Management, Inc.5,394$837K0.58%013F-HRTimeline
Bedel Financial Consulting, Inc.5,379$834K0.1%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding5,363$832K0Timeline
McIlrath & Eck, LLC5,358$831K0.06%+4,07313F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC5,331$827K0.1%013F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC5,326$826K0.24%-21713F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding5,304$823K-1,004Timeline
Fourth Dimension Wealth, LLC5,261$816K0.31%+45113F-HRTimeline
GDS Wealth Management5,213$809K0.05%-5913F-HRTimeline
Gateway Wealth Partners, LLC5,129$796K0.03%new13F-HRTimeline
Wealth Quarterback LLC5,123$795K0.31%-7913F-HRTimeline
CHOREO, LLC5,088$788K0.01%+41013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO5,074$787K0.14%-413F-HRTimeline
Rehmann Capital Advisory Group5,072$787K0.04%-28213F-HRTimeline
Snowden Capital Advisors LLC4,995$775K0.02%+313F-HRTimeline