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Disclosery

IUSG ISHARES TR

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ETF (fund)

918 managers (933 13F filers) reported a position in IUSG shares at 2026-06-30, 136,840,787 shares in all. 106 filers opened a position and 42 filers sold out during the quarter.

Managers
918
13F filers
933
New
106
Added
318
Reduced
267
Sold out
42
Shares held by filers
136,840,787

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Snowden Capital Advisors LLC4,994$939K0.02%-113F-HRTimeline
FC Advisory LLC4,990$939K0.25%013F-HRTimeline
FORTE ASSET MANAGEMENT LLC4,949$931K0.38%013F-HRTimeline
Millington Financial Advisors, LLC5,035$925K0.36%+313F-HRTimeline
BEARING POINT CAPITAL, LLC4,900$922K0.12%013F-HRTimeline
Rehmann Capital Advisory Group4,898$921K0.04%-17413F-HRTimeline
Insight Wealth Strategies, LLC4,888$916K0.09%+413F-HRTimeline
TUDOR INVESTMENT CORP ET AL4,845$911K<0.01%-39,79713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp4,837$910K0.04%-5513F-HRTimelineGroup
Integrated Wealth Management4,836$910K0.96%-113F-HRTimeline
WHITTIER TRUST CO4,802$901K0.01%013F-HRTimeline
Legacy Financial Advisors, Inc.4,756$895K0.11%013F-HRTimeline
Legacy Private Trust Co.4,700$884K0.05%013F-HRTimeline
Octavia Wealth Advisors, LLC4,671$879K0.08%-12613F-HRTimeline
Empirical Asset Management, LLC4,662$877K0.2%-1813F-HRTimeline
MidFirst Bank4,636$872K0.06%013F-HRTimeline
Kaizen Financial Strategies4,647$870K0.34%+30313F-HRTimeline
BENNETT SELBY INVESTMENTS LP4,585$862K0.28%013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…4,528$852K0.13%-3313F-HRTimeline
Boyd Wealth Management, LLC4,525$851K0.32%-18713F-HRTimeline
Weaver Consulting Group4,462$839K0.17%013F-HRTimeline
GWN SECURITIES INC.4,445$836K0.14%+2113F-HRTimeline
Sage Financial Management Group, Inc.4,404$828K0.23%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,392$826K0.01%new13F-HRTimeline
Worth Financial Advisory Group, LLC4,365$821K0.34%new13F-HRTimeline
Annex Advisory Services, LLC4,338$816K0.01%+6313F-HRTimeline
Clark Capital Management Group, Inc.4,337$816K<0.01%+14013F-HRTimeline
Simplicity Wealth,LLC4,281$805K0.03%-11913F-HRTimeline
Fourth Dimension Wealth, LLC4,273$804K0.25%-98813F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,265$802K<0.01%-30513F-HRTimelineGroup
Godshalk Welsh Capital Management, Inc.4,215$793K0.43%-4013F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding4,171$785K-4,171Timeline
TRUE Private Wealth Advisors4,143$779K0.07%+1,40113F-HRTimeline
LIBRA WEALTH LLC4,133$777K0.2%013F-HRTimeline
Smith Salley Wealth Management4,114$774K0.03%new13F-HRTimeline
Elm Partners Management LLC4,100$771K0.02%013F-HR/ATimeline
Three Bridge Wealth Advisors, LLC4,095$770K0.19%+213F-HRTimeline
Sterling Capital Management LLC4,061$764K0.01%-5213F-HRTimeline
Waterloo Capital, L.P.4,023$757K0.04%-95413F-HRTimeline
Meridian Wealth Advisors, LLC4,000$752K0.09%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,971$747K0.02%013F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC3,944$742K0.14%+2,28913F-HRTimeline
FourThought Financial Partners, LLC3,938$741K0.06%-26313F-HRTimeline
One Charles Private Wealth Services, LLC3,936$740K0.17%-56513F-HRTimeline
Kovack Advisors, Inc.3,882$729K0.04%+89813F-HRTimeline
Soltis Investment Advisors LLC3,868$728K0.04%-7813F-HRTimeline
Thayer Financial, L.L.C.3,855$725K0.66%-14613F-HRTimeline
Melone Private Wealth, LLC3,838$722K0.27%-9213F-HRTimeline
Financial Engines Advisors L.L.C.3,771$709K<0.01%+2713F-HRTimeline
PMG Wealth Management, Inc.3,696$695K0.43%-13313F-HRTimeline
Beaumont Financial Advisors, LLC3,678$692K0.04%013F-HRTimeline
Stone Summit Wealth LLC3,661$689K0.17%+54313F-HRTimeline
55 North Private Wealth, LLC3,657$688K0.14%+513F-HRTimeline
Valeo Financial Advisors, LLC3,648$686K0.01%-75013F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT3,636$684K0.74%-51613F-HRTimeline
Fielder Capital Group LLC3,573$672K0.15%-17313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,548$667K0.01%new13F-HR/ATimeline
Bright Futures Wealth Management, LLC.3,540$666K0.43%013F-HRTimeline
Smartleaf Asset Management LLC3,571$663K0.02%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,496$658K0.13%-55013F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC3,489$656K0.25%-60213F-HRTimeline
First City Capital Management, Inc.3,440$647K0.31%013F-HRTimeline
Advisors Capital Management, LLC3,423$644K0.01%+19113F-HRTimeline
Peterson Wealth Advisors, LLC3,403$640K0.08%+413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…3,375$635K0.01%+1,47213F-HRTimelineGroup
NORDEN GROUP LLC3,360$632K0.05%013F-HRTimeline
ELEVATUS WELATH MANAGEMENT3,320$624K0.15%+28113F-HRTimeline
ADAPT WEALTH ADVISORS, LLC3,318$624K0.2%013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,000$620K0.11%013F-HRTimeline
Linscomb Wealth, Inc.3,277$616K0.03%013F-HRTimeline
Apella Capital, LLC3,309$616K0.01%new13F-HRTimeline
Avior Wealth Management, LLC3,257$613K0.02%+413F-HRTimeline
ALTFEST L J & CO INC3,243$610K0.06%013F-HRTimeline
Connecticut Wealth Management, LLC3,224$606K0.02%+9913F-HRTimeline
Collier Financial3,209$604K0.41%-4313F-HRTimeline
Anchor Investment Management, LLC3,203$602K0.05%013F-HRTimeline
Dorsey & Whitney Trust CO LLC3,200$602K0.03%013F-HRTimeline
NOVEM GROUP3,164$595K0.06%+6613F-HRTimeline
POTENTIA WEALTH3,137$590K0.24%013F-HRTimeline
Wealthspire Retirement, LLC3,114$586K0.03%-1,06413F-HRTimeline
DAVENPORT & Co LLC3,113$586K<0.01%-10513F-HRTimeline
Shum Financial Group, Inc.3,107$584K0.35%new13F-HRTimeline
TRUST CO OF VERMONT3,098$583K0.02%13F-HRTimeline
Wealthquest Corp3,087$581K0.04%-25113F-HRTimeline
Denver PWM, LLC2,960$575K0.19%+313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,055$575K0.02%013F-HRTimelineGroup
Magnus Financial Group LLC3,043$572K0.04%-28413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,031$570K<0.01%013F-HRTimelineGroup
Fiduciary Alliance LLC3,028$570K0.04%-5513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,016$567K0.13%-4213F-HRTimeline
Premier Path Wealth Partners, LLC2,987$562K0.06%-21013F-HRTimeline
DAGCO, INC.2,974$559K0.1%+15913F-HRTimeline
OARSMAN CAPITAL, INC.2,963$557K0.06%013F-HRTimeline
Maridea Wealth Management LLC2,917$549K0.06%-14813F-HRTimeline
Armbruster Capital Management, Inc.2,900$545K0.08%013F-HRTimeline
GREENLEAF TRUST2,884$542K0.01%new13F-HRTimeline
Allen Capital Group, LLC2,880$542K0.04%-17313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,875$541K0.01%-38513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,847$535K<0.01%013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD2,838$534K<0.01%013F-HRTimelineGroup
KFA Private Wealth Group, LLC2,828$532K0.13%+74113F-HRTimeline
Financial Planning Hawaii, Inc.2,785$524K0.28%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC2,777$522K0.13%-413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,744$516K0.01%-80913F-HRTimelineGroup
Wealthspire Advisors, LLC2,716$511K<0.01%-1,41813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,710$510K<0.01%013F-HRTimeline
Westmount Partners, LLC2,696$507K0.11%+213F-HRTimeline
Founders Financial Alliance, LLC2,665$501K0.07%+4713F-HRTimeline
Pallas Capital Advisors LLC2,661$500K0.02%-26213F-HRTimeline
American Trust2,658$500K0.04%+24813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,647$498K0.02%+1,11613F-HRTimeline
HUB Investment Partners, LLC2,644$497K0.01%+313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,630$495K0.03%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,624$494K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,620$493K0.01%+2,61113F-HRTimelineGroup
SIGNATUREFD, LLC2,609$491K0.01%+32513F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…2,600$489K0.01%013F-HRTimelineGroup
Composition Wealth, LLC2,592$488K0.01%-3313F-HRTimeline
Northside Capital Management, LLC2,570$483K0.04%013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding2,546$479K-2,758Timeline
FIDUCIARY FINANCIAL GROUP, LLC2,536$477K0.05%-32913F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…2,511$472K<0.01%+1,16113F-HRTimelineGroup
FF Advisors,LLC2,510$472K0.18%013F-HRTimeline
HOEY INVESTMENTS, INC2,500$470K0.06%013F-HRTimeline
Frederick Financial Consultants, LLC2,480$466K0.2%013F-HRTimeline
GenWealth Group, Inc.2,468$464K0.07%-5713F-HRTimeline
HEADINVEST, LLC2,455$462K0.09%013F-HRTimeline
IFP Advisors, Inc2,455$462K0.01%+45713F-HRTimeline
Wilmington Savings Fund Society, FSB2,425$456K0.01%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.2,412$454K0.22%+313F-HRTimeline
Birchwood Financial Partners, Inc.2,412$454K0.37%+313F-HRTimeline
Alesco Advisors, LLC, An ESL Co2,400$451K0.01%013F-HRTimeline
Key Financial Inc2,400$451K0.07%013F-HRTimeline
Peak Planning Group, LLC2,396$451K0.1%-42313F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,373$446K0.07%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,373$446K<0.01%+113F-HRTimelineGroup
WealthCare Investment Partners, LLC2,373$446K0.11%-15413F-HRTimeline
FIRST AMERICAN TRUST, FSB2,370$446K0.03%013F-HRTimeline
Ellevest, Inc.2,359$444K0.05%-6513F-HRTimeline
Joel Isaacson & Co., LLC2,345$441K0.01%+213F-HRTimeline
NWAM LLC2,342$441K0.02%-2,25413F-HRTimeline
Williams Jones Wealth Management, LLC.2,315$435K<0.01%+90113F-HRTimeline
Palogic Value Management, L.P.2,301$433K0.15%new13F-HR/ATimeline
Beacon Harbor Wealth Advisors, Inc.2,314$428K0.08%013F-HRTimeline
WEALTH ALLIANCE, LLC2,268$427K0.04%-5413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,253$424K<0.01%013F-HRTimelineGroup
Cannon Financial Strategists, Inc.2,250$423K0.05%+3013F-HRTimeline
RIVERBRIDGE PARTNERS LLC2,237$421K0.01%-1113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,286$420K0.06%013F-HRTimeline
Providence Financial Advisors, LLC2,200$414K0.24%013F-HRTimeline
Family Legacy Financial Solutions, LLC2,188$411K0.25%-6713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,178$410K<0.01%+16313F-HRTimelineGroup
GREENWOOD GEARHART LLC2,171$408K0.02%-26013F-HRTimeline
Centurion Wealth Management LLC2,165$407K0.1%013F-HRTimeline
Seascape Capital Management2,165$407K0.1%-3713F-HRTimeline
M1 Capital Management LLC2,139$402K0.15%-39313F-HRTimeline
Continuum Advisory, LLC2,124$400K0.03%-1613F-HRTimeline
Crescent Grove Advisors, LLC2,112$397K0.03%-113F-HRTimeline
J HAGAN CAPITAL, INC.2,108$396K0.18%+8013F-HRTimeline
Community Financial Services Group, LLC2,097$393K0.06%-3013F-HRTimeline
Financial Perspectives, Inc2,071$390K0.09%+213F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…2,070$389K0.07%+10913F-HRTimeline
Summit Global Investmentsin group Summit Global Investments2,070$389K0.02%-6513F-HRTimelineGroup
Onyx Bridge Wealth Group LLC2,066$389K0.03%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,054$387K0.01%+8013F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC2,048$385K0.2%+313F-HRTimeline
CWA Asset Management Group, LLC2,048$385K0.01%013F-HRTimeline
West Branch Capital LLC2,047$385K0.09%-17413F-HRTimeline
Indiana Trust & Investment Management Co2,033$382K0.1%013F-HRTimeline
CRUX WEALTH ADVISORS2,024$381K0.13%+213F-HRTimeline
Sowell Financial Services LLC2,015$379K0.01%+22713F-HRTimeline
LEE DANNER & BASS INC2,010$378K0.02%-27213F-HRTimeline
VSM Wealth Advisory, LLC2,004$377K0.1%+24713F-HRTimeline
Atlanta Consulting Group Advisors, LLC1,996$375K0.06%new13F-HRTimeline
Oak Asset Management, LLC1,992$375K0.12%+513F-HRTimeline
Garrett Wealth Advisory Group, LLC1,981$373K0.06%-3113F-HRTimeline
Verdence Capital Advisors LLC1,981$373K0.02%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/1,970$371K0.01%-27113F-HRTimeline
Parkway Wealth Management Group, LLC1,961$369K0.04%+313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,956$368K<0.01%+28313F-HRTimeline
SFG Wealth Management, LLC.1,942$365K0.13%+31913F-HRTimeline
Collaborative Wealth Managment Inc.1,941$365K0.15%new13F-HRTimeline
Prime Capital Investment Advisors, LLC1,928$363K<0.01%-21313F-HRTimeline
Leisure Capital Management1,924$362K0.11%013F-HRTimeline
Claro Advisors Inc.1,923$362K0.04%+113F-HRTimeline
Nikulski Financial, Inc.1,905$358K0.08%-23013F-HRTimeline
Kroeger Financial Partners1,899$357K0.35%13F-HRTimeline
Legacy Edge Advisors, LLC1,883$354K0.03%013F-HR/ATimeline
ALBION FINANCIAL GROUP /UT1,837$346K0.02%-213F-HRTimeline
JMN Financial LLC1,834$345K0.27%013F-HRTimeline
CVFG LLC1,814$341K0.04%+9213F-HRTimeline
Goldstein Advisors, LLC1,809$340K0.03%013F-HRTimeline
Tidemark, LLC1,802$339K0.08%-12413F-HRTimeline
Marble Harbor Investment Counsel, LLC1,800$339K0.03%013F-HRTimeline
Sage Mountain Advisors LLC1,794$337K0.02%+28513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.1,786$336K<0.01%new13F-HRTimelineGroup
Heritage Family Offices, LLP1,785$336K0.13%013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.1,785$336K0.13%new13F-HRTimeline
Lee Financial Co1,779$335K0.04%new13F-HRTimeline
WESBANCO BANK INC1,776$334K0.01%013F-HRTimeline