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Disclosery

IUSG ISHARES TR

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ETF (fund)

767 managers (777 13F filers) reported a position in IUSG shares at 2024-12-31, 113,799,287 shares in all. 63 filers opened a position and 34 filers sold out during the quarter.

Managers
767
13F filers
777
New
63
Added
233
Reduced
233
Sold out
34
Shares held by filers
113,799,287

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,453$626K<0.01%+1,66013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC4,491$626K0.01%+1,13913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,395$624K<0.01%new13F-HRTimelineGroup
High Falls Advisors, Inc4,463$622K0.14%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…4,449$620K0.19%-2213F-HRTimelineGroup
SAPIENT CAPITAL LLC4,403$614K0.01%013F-HRTimeline
Empower Advisory Group, LLC4,367$609K<0.01%+7813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC4,366$608K0.06%013F-HRTimelineGroup
Worth Financial Advisory Group, LLC4,365$608K0.37%013F-HRTimeline
Weaver Consulting Group4,363$608K0.19%+11613F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD4,321$602K<0.01%013F-HRTimelineGroup
Linscomb Wealth, Inc.4,257$593K0.03%013F-HRTimeline
FourThought Financial Partners, LLC4,252$593K0.06%-46213F-HRTimeline
Graypoint LLC4,230$589K0.04%-9,35113F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC4,171$581K0.03%+5213F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC4,139$577K0.24%-1,46313F-HRTimeline
Anchor Investment Management, LLC4,134$576K0.05%013F-HRTimeline
Three Bridge Wealth Advisors, LLC4,085$569K0.2%+213F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC4,083$569K0.14%-7913F-HRTimelineGroup
Seascape Capital Management4,048$564K0.2%-16313F-HRTimeline
Meridian Wealth Advisors, LLC4,025$561K0.09%-5013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,014$559K0.11%+1413F-HRTimeline
Geneos Wealth Management Inc.3,990$556K0.02%-4713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,971$553K0.01%013F-HRTimelineGroup
GREENWOOD GEARHART LLC3,968$553K0.04%-32413F-HRTimeline
Heritage Financial Services, LLC3,953$551K0.07%new13F-HRTimeline
Garrett Wealth Advisory Group, LLC3,897$543K0.12%-6,28613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,877$540K<0.01%-59,99013F-HRTimelineGroup
RPG Investment Advisory, LLC3,825$533K0.07%-70513F-HRTimeline
Fourth Dimension Wealth, LLC3,821$532K0.28%13F-HRTimeline
RTD Financial Advisors, Inc.3,786$528K0.07%-48613F-HRTimeline
Fielder Capital Group LLC3,746$522K0.16%013F-HRTimeline
Bright Futures Wealth Management, LLC.3,645$519K0.46%-34513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,682$513K0.02%013F-HRTimelineGroup
Meridian Financial Advisors, LLC3,669$511K0.35%+47213F-HRTimeline
Fisher Asset Management, LLC3,667$511K<0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC3,640$507K0.01%+41713F-HRTimeline
PATTEN & PATTEN INC/TN3,614$504K0.03%-20013F-HRTimeline
Advisors Capital Management, LLC3,603$502K0.01%+99513F-HRTimeline
Wilmington Savings Fund Society, FSB3,576$498K0.01%-7913F-HRTimeline
Qube Research & Technologies Ltd3,464$483K<0.01%+2,52913F-HRTimeline
Peterson Wealth Advisors, LLC3,394$481K0.09%+613F-HRTimeline
First City Capital Management, Inc.3,438$479K0.26%013F-HRTimeline
Valeo Financial Advisors, LLC3,416$476K0.01%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC3,371$470K0.02%013F-HRTimeline
NORDEN GROUP LLC3,360$468K0.05%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,356$468K0.03%new13F-HR/ATimelineGroup
ADAPT WEALTH ADVISORS, LLC3,328$464K0.23%-313F-HRTimeline
Monument Capital Management3,310$461K0.13%-50813F-HRTimeline
Crescent Grove Advisors, LLC3,257$454K0.04%013F-HRTimeline
ALTFEST L J & CO INC3,243$452K0.06%013F-HRTimeline
M1 Capital Management LLC3,208$447K0.24%13F-HRTimeline
Summit Wealth Partners, LLC3,201$446K0.09%-413F-HRTimeline
HARBOUR INVESTMENTS, INC.3,187$444K0.01%+2513F-HRTimeline
Magnus Financial Group LLC3,180$443K0.04%013F-HRTimeline
POTENTIA WEALTH3,137$437K0.19%13F-HRTimeline
Armbruster Capital Management, Inc.3,125$435K0.09%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC3,063$427K0.12%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,042$424K0.01%+1,01413F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC3,036$423K0.05%+12413F-HRTimelineGroup
TRUE Private Wealth Advisors3,018$421K0.05%-2213F-HRTimeline
DAVENPORT & Co LLC2,971$414K<0.01%-2513F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC2,969$414K0.72%13F-HRTimeline
HEADINVEST, LLC2,950$411K0.08%013F-HRTimeline
Financial Partners Group, Inc2,932$409K0.06%+1,40513F-HRTimeline
Pallas Capital Advisors LLC2,923$407K0.02%013F-HRTimeline
OARSMAN CAPITAL, INC.2,918$407K0.07%013F-HRTimeline
WealthCare Investment Partners, LLC2,917$406K0.18%+19513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,907$405K0.01%+69213F-HRTimeline
AFT, FORSYTH & COMPANY, INC.2,874$401K0.2%-2613F-HRTimeline
GC Wealth Management RIA, LLC2,867$400K0.07%013F-HRTimeline
NorthCoast Asset Management LLC2,864$399K<0.01%+68613F-HR/ATimeline
Frederick Financial Consultants, LLC2,864$399K0.32%13F-HRTimeline
WMG Financial Advisors, LLC2,836$395K0.17%013F-HRTimeline
Stephens Consulting, LLC2,754$384K0.1%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,707$377K<0.01%+513F-HRTimeline
Verity & Verity, LLC2,706$377K0.03%013F-HRTimeline
Brueske Advisory Services, LLC2,687$374K0.33%13F-HRTimeline
Westmount Partners, LLC2,684$374K0.11%+313F-HRTimeline
Premier Path Wealth Partners, LLC2,682$374K0.06%013F-HRTimeline
Claro Advisors Inc.2,681$374K0.05%-9313F-HRTimeline
Ellevest, Inc.2,654$370K0.02%-1,97913F-HRTimeline
Philip James Wealth Mangement, LLC2,649$369K0.05%-38913F-HRTimeline
GenWealth Group, Inc.2,601$362K0.08%-19413F-HRTimeline
WESBANCO BANK INC2,600$362K0.01%013F-HRTimeline
Northside Capital Management, LLC2,570$358K0.1%013F-HRTimeline
SFG Wealth Management, LLC.2,557$356K0.19%+14013F-HRTimeline
West Branch Capital LLC2,507$349K0.11%+413F-HRTimeline
OPINICUS CAPITAL, INC.2,500$348K0.29%-1113F-HRTimeline
LEE DANNER & BASS INC2,460$343K0.03%new13F-HRTimeline
First National Bank of Hutchinson2,445$341K0.21%new13F-HRTimeline
United Advisor Group, LLC2,443$340K0.07%+87813F-HRTimeline
Revolve Wealth Partners, LLC2,438$340K0.05%-9613F-HR/ATimeline
Boyd Wealth Management, LLC2,438$340K0.17%-39413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,436$339K0.01%13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,430$339K<0.01%new13F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC2,412$336K<0.01%+6613F-HRTimelineGroup
ELEVATUS WELATH MANAGEMENT2,409$336K0.11%+72913F-HRTimeline
Maridea Wealth Management LLC2,405$335K0.11%13F-HRTimeline
Alesco Advisors, LLC, An ESL Co2,400$334K0.01%013F-HRTimeline
Adero Partners, LLC2,393$333K0.02%013F-HRTimeline
KFA Private Wealth Group, LLC2,376$331K0.14%-73413F-HRTimeline
Watts Gwilliam & Co., LLC2,316$325K0.07%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,330$325K<0.01%013F-HRTimelineGroup
Strategic Financial Concepts, LLC2,327$324K0.06%new13F-HR/ATimeline
FINANCIAL MANAGEMENT NETWORK INC2,286$324K0.07%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,321$323K0.02%-1,50913F-HRTimelineGroup
Beacon Harbor Wealth Advisors, Inc.2,314$322K0.08%013F-HRTimeline
Convergence Financial, LLC2,311$322K0.06%-2513F-HRTimeline
MEMBERS WEALTH LLC2,210$318K0.24%13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,205$307K0.02%+2,16513F-HRTimeline
O'Brien Greene & Co. Inc2,150$300K0.1%013F-HRTimeline
Goldstein Advisors, LLC2,146$299K0.04%+2413F-HRTimeline
SIGNATUREFD, LLC2,121$296K0.01%-2513F-HRTimeline
Alteri Wealth LLC2,100$293K0.08%13F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,099$292K0.07%013F-HRTimeline
Atlas Private Wealth Advisors2,093$292K0.04%013F-HRTimeline
Financial Perspectives, Inc2,083$290K0.1%+313F-HRTimeline
ALBION FINANCIAL GROUP /UT2,055$286K0.02%-3013F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.1,954$285K0.25%13F-HRTimeline
Indiana Trust & Investment Management Co2,033$283K0.1%013F-HRTimeline
Bernardo Wealth Planning LLC2,044$283K0.07%013F-HRTimeline
Key Financial Inc2,031$283K0.06%+97713F-HRTimeline
Integrated Investment Consultants, LLC2,024$282K0.06%new13F-HR/ATimeline
Summit Global Investmentsin group Summit Global Investments2,017$281K0.02%013F-HRTimelineGroup
Joel Isaacson & Co., LLC2,015$281K0.01%+1313F-HRTimeline
SYNOVUS FINANCIAL CORP2,011$281K<0.01%-3913F-HRTimeline
CRUX WEALTH ADVISORS2,007$280K0.16%13F-HRTimeline
Connecticut Wealth Management, LLC2,000$279K0.01%013F-HRTimeline
Centurion Wealth Management LLC1,983$276K0.09%013F-HRTimeline
InTrack Investment Management Inc1,996$276K0.19%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,979$276K<0.01%+16513F-HRTimelineGroup
American Trust1,975$275K0.02%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,967$274K<0.01%+12313F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,961$273K0.07%013F-HRTimeline
SteelPeak Wealth, LLC1,954$272K0.01%-1713F-HRTimeline
IFP Advisors, Inc1,946$271K0.01%+53513F-HRTimeline
Leisure Capital Management1,924$268K0.11%013F-HRTimeline
Colonial River Investments, LLC1,905$265K0.13%-5013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,905$265K0.01%-5013F-HRTimeline
Prosperity Consulting Group, LLC1,897$264K0.02%013F-HRTimeline
KWB Wealth1,952$258K0.03%-8213F-HRTimeline
BOK Financial Private Wealth, Inc.1,844$257K0.02%013F-HRTimeline
Oak Asset Management, LLC1,834$256K0.09%013F-HRTimeline
New Century Financial Group, LLC1,784$253K0.11%+13013F-HRTimeline
Arkadios Wealth Advisors1,811$252K0.01%-17213F-HRTimeline
Centricity Wealth Management, LLC1,808$252K0.24%13F-HRTimeline
MGO ONE SEVEN LLC1,803$251K0.01%new13F-HRTimeline
AWM CAPITAL, LLC1,803$251K0.03%013F-HRTimeline
Marble Harbor Investment Counsel, LLC1,800$251K0.03%013F-HRTimeline
Heritage Family Offices, LLP1,785$249K0.12%013F-HRTimeline
Mill Creek Capital Advisors, LLC1,783$248K0.01%new13F-HRTimeline
Private Portfolio Partners LLC1,781$248K0.05%-24013F-HRTimeline
WEALTH ALLIANCE, LLC1,780$248K0.03%-1,16413F-HRTimeline
NWF Advisory Services Inc.1,772$247K0.04%new13F-HRTimeline
PINNACLE ASSOCIATES LTD1,751$244K<0.01%new13F-HRTimeline
Capital Wealth Planning, LLC1,747$243K<0.01%new13F-HRTimeline
EHRLICH FINANCIAL GROUP1,743$243K0.17%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,734$242K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AUGUSTINE ASSET MANAGEMENT INC1,730$241K0.06%-9313F-HRTimeline
Verum Partners LLC1,724$240K0.07%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …1,721$240K0.02%new13F-HRTimelineGroup
New England Private Wealth Advisors LLC1,716$239K0.04%013F-HRTimeline
Collaborative Wealth Managment Inc.1,707$238K0.11%013F-HRTimeline
Financial Engines Advisors L.L.C.1,704$237K<0.01%+15613F-HRTimeline
Castle Rock Wealth Management, LLC1,625$237K0.06%-7313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,693$236K0.06%new13F-HRTimelineGroup
Stonebrook Private Inc.1,687$235K0.06%013F-HRTimeline
MRWM Advisors, LLC1,681$234K0.18%13F-HRTimeline
CVFG LLC1,668$232K0.21%13F-HRTimeline
CATALYST PRIVATE WEALTH, LLC1,656$231K0.1%+313F-HRTimeline
TWO SIGMA SECURITIES, LLC1,645$229K0.04%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC1,644$229K0.1%13F-HRTimeline
Unified Investment Management1,640$229K0.26%13F-HRTimeline
Round Rock Advisors LLC1,639$228K0.05%013F-HRTimeline
ABOUND FINANCIAL, LLC1,638$228K0.12%13F-HRTimeline
Continuum Advisory, LLC1,624$226K0.03%-16013F-HRTimeline
BANK OZK1,608$224K0.09%-9813F-HRTimeline
National Wealth Management Group, LLC1,607$224K0.15%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,600$223K0.01%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,593$222K0.04%new13F-HRTimeline
ABLE Financial Group, LLC1,593$222K0.07%-3213F-HRTimeline
Trexquant Investment LP1,592$222K<0.01%new13F-HRTimeline
Private Wealth Partners, LLC1,588$221K0.02%013F-HRTimeline
Kelman-Lazarov, Inc.1,588$221K0.04%013F-HRTimeline
Capital Investment Advisors, LLC1,585$221K<0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC1,584$221K0.01%-22513F-HRTimeline
Csenge Advisory Group1,581$220K0.01%-6213F-HRTimeline
B. Riley Wealth Advisors, Inc.1,564$218K0.01%+1713F-HRTimeline
Marcum Wealth, LLC1,560$217K0.02%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/1,557$217K0.01%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,538$214K0.02%new13F-HRTimeline
Centerpoint Advisors, LLC1,533$214K0.07%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC1,534$214K<0.01%-76513F-HRTimelineGroup
Modern Wealth Management, LLC1,532$213K0.01%+213F-HR/ATimeline
DT Investment Partners, LLC1,528$213K0.02%013F-HRTimeline
Proficio Capital Partners LLC1,514$211K0.02%new13F-HR/ATimeline
BARRETT & COMPANY, INC.1,505$210K0.09%013F-HRTimeline
Blankinship & Foster, LLC1,504$210K0.05%new13F-HRTimeline
MKT Advisors LLC1,465$209K0.09%new13F-HRTimeline