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Disclosery

IUSG ISHARES TR

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ETF (fund)

746 managers (756 13F filers) reported a position in IUSG shares at 2025-03-31, 115,836,298 shares in all. 54 filers opened a position and 67 filers sold out during the quarter.

Managers
746
13F filers
756
New
54
Added
253
Reduced
265
Sold out
67
Shares held by filers
115,836,298

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Empower Advisory Group, LLC4,505$572K<0.01%+13813F-HRTimeline
High Falls Advisors, Inc4,463$567K0.13%013F-HRTimeline
Meridian Financial Advisors, LLC4,446$565K0.4%+77713F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC4,366$555K0.05%013F-HRTimelineGroup
Worth Financial Advisory Group, LLC4,365$555K0.35%013F-HRTimeline
Weaver Consulting Group4,363$554K0.17%013F-HRTimeline
GDS Wealth Management4,342$552K0.05%-92113F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…4,245$544K0.17%-20413F-HRTimelineGroup
Annex Advisory Services, LLC4,275$543K0.02%-47513F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,269$542K0.26%-25713F-HRTimeline
Graypoint LLC4,226$537K0.03%-413F-HRTimeline
FourThought Financial Partners, LLC4,220$536K0.06%-3213F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC4,171$530K0.03%013F-HRTimelineGroup
Anchor Investment Management, LLC4,134$525K0.05%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,111$522K0.14%-89313F-HRTimeline
Three Bridge Wealth Advisors, LLC4,086$519K0.18%+113F-HRTimeline
Synergy Investment Management, LLC4,068$517K0.22%-2,65313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,527$515K<0.01%+7413F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC4,000$508K0.11%-1413F-HRTimeline
Meridian Wealth Advisors, LLC4,000$508K0.09%-2513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,971$505K0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC3,955$503K0.01%-53613F-HRTimelineGroup
Heritage Financial Services, LLC3,953$502K0.05%013F-HRTimeline
GREENWOOD GEARHART LLC3,921$498K0.03%-4713F-HRTimeline
CATALYST PRIVATE WEALTH, LLC3,910$497K0.24%+2,25413F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC3,887$494K0.13%-19613F-HRTimelineGroup
Fourth Dimension Wealth, LLC3,877$493K0.24%+5613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,876$493K<0.01%-51913F-HRTimelineGroup
HRT FINANCIAL LP3,829$486K<0.01%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,821$486K<0.01%+2,28713F-HRTimelineGroup
RTD Financial Advisors, Inc.3,778$480K0.06%-813F-HRTimeline
Financial Partners Group, Inc3,750$477K0.07%+81813F-HRTimeline
Fielder Capital Group LLC3,746$476K0.14%013F-HRTimeline
Wilmington Savings Fund Society, FSB3,739$475K0.01%+16313F-HRTimeline
PATTEN & PATTEN INC/TN3,614$459K0.03%013F-HRTimeline
Prime Capital Investment Advisors, LLC3,611$459K0.01%-2913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,598$457K0.01%new13F-HRTimeline
McIlrath & Eck, LLC3,585$456K0.06%new13F-HRTimeline
Valeo Financial Advisors, LLC3,581$455K0.01%+16513F-HRTimeline
Linscomb Wealth, Inc.3,526$448K0.02%-73113F-HRTimeline
First City Capital Management, Inc.3,439$437K0.26%+113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,463$432K0.2%-67613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,387$430K0.02%-29513F-HRTimelineGroup
Bright Futures Wealth Management, LLC.3,646$430K0.47%+113F-HRTimeline
NORDEN GROUP LLC3,360$427K0.05%013F-HRTimeline
United Advisor Group, LLC3,346$425K0.09%+90313F-HRTimeline
ADAPT WEALTH ADVISORS, LLC3,328$423K0.21%013F-HRTimeline
Monument Capital Management3,310$421K0.13%013F-HRTimeline
Advisors Capital Management, LLC3,258$414K0.01%-34513F-HRTimeline
HARBOUR INVESTMENTS, INC.3,254$413K0.01%+6713F-HRTimeline
Peterson Wealth Advisors, LLC3,580$413K0.08%+18613F-HRTimeline
ALTFEST L J & CO INC3,243$412K0.05%013F-HRTimeline
M1 Capital Management LLC3,208$408K0.25%013F-HRTimeline
Boyd Wealth Management, LLC3,198$406K0.2%+76013F-HRTimeline
Magnus Financial Group LLC3,180$404K0.04%013F-HRTimeline
OARSMAN CAPITAL, INC.3,176$404K0.07%+25813F-HRTimeline
POTENTIA WEALTH3,137$399K0.19%013F-HRTimeline
Armbruster Capital Management, Inc.3,125$397K0.08%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,005$382K0.02%-35113F-HR/ATimelineGroup
DAVENPORT & Co LLC3,001$381K<0.01%+3013F-HRTimeline
HOEY INVESTMENTS, INC3,000$381K0.08%new13F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC2,972$378K0.67%+313F-HRTimeline
TRUE Private Wealth Advisors2,969$377K0.05%-4913F-HRTimeline
HEADINVEST, LLC2,950$375K0.07%013F-HRTimeline
Pallas Capital Advisors LLC2,923$371K0.02%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,907$369K0.01%013F-HRTimeline
Frederick Financial Consultants, LLC2,896$368K0.27%+3213F-HRTimeline
GC Wealth Management RIA, LLC2,867$364K0.07%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…2,840$361K<0.01%new13F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD2,838$361K<0.01%-1,48313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,838$361K<0.01%-25,84413F-HRTimelineGroup
NorthCoast Asset Management LLC2,838$361K<0.01%-2613F-HR/ATimeline
AFT, FORSYTH & COMPANY, INC.2,807$357K0.19%-6713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,803$356K0.01%-56813F-HRTimeline
FLOW TRADERS U.S. LLC2,768$352K0.01%-5,32213F-HRTimeline
Avantax Planning Partners, Inc.2,759$351K0.01%new13F-HRTimeline
Stephens Consulting, LLC2,754$350K0.09%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,711$344K<0.01%+413F-HRTimeline
Qube Research & Technologies Ltd2,706$344K<0.01%-75813F-HRTimeline
SAX WEALTH ADVISORS, LLC2,688$342K0.02%new13F-HRTimeline
Westmount Partners, LLC2,686$341K0.1%+213F-HRTimeline
WealthCare Investment Partners, LLC2,873$339K0.14%-4413F-HRTimeline
Ellevest, Inc.2,654$337K0.02%013F-HRTimeline
Crescent Grove Advisors, LLC2,638$335K0.03%-61913F-HRTimeline
Premier Path Wealth Partners, LLC2,632$334K0.05%-5013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,618$333K<0.01%+20613F-HRTimelineGroup
FF Advisors,LLC2,510$332K0.19%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,604$331K0.04%-43213F-HRTimelineGroup
Northside Capital Management, LLC2,570$327K0.05%013F-HRTimeline
Garrett Wealth Advisory Group, LLC2,562$326K0.07%-1,33513F-HRTimeline
GenWealth Group, Inc.2,552$324K0.07%-4913F-HRTimeline
West Branch Capital LLC2,509$319K0.11%+213F-HRTimeline
Claro Advisors Inc.2,507$319K0.04%-17413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,503$318K<0.01%+17313F-HRTimelineGroup
Revolve Wealth Partners, LLC2,494$317K0.05%+5613F-HRTimeline
SFG Wealth Management, LLC.2,483$316K0.15%-7413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC2,580$314K0.07%new13F-HRTimeline
LEE DANNER & BASS INC2,460$313K0.03%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,448$311K0.01%-59413F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,432$309K<0.01%+213F-HRTimelineGroup
Maridea Wealth Management LLC2,407$306K0.1%+213F-HRTimeline
Adero Partners, LLC2,401$305K0.02%+813F-HRTimeline
Alesco Advisors, LLC, An ESL Co2,400$305K0.01%013F-HRTimeline
Key Financial Inc2,397$305K0.07%+36613F-HRTimeline
KFA Private Wealth Group, LLC2,377$302K0.11%+113F-HRTimeline
Convergence Financial, LLC2,339$297K0.06%+2813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,321$295K0.02%013F-HRTimelineGroup
TRUST CO OF VERMONT2,320$295K0.01%+2,25313F-HRTimeline
Watts Gwilliam & Co., LLC2,316$294K0.06%013F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.2,314$294K0.07%013F-HRTimeline
Procyon Advisors, LLC2,296$292K0.02%new13F-HRTimeline
OPINICUS CAPITAL, INC.2,278$290K0.26%-22213F-HRTimeline
First National Bank of Hutchinson2,277$289K0.19%-16813F-HRTimeline
INTEGRITY ALLIANCE, LLC.2,224$283K0.01%new13F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,216$282K0.16%-19313F-HRTimeline
Financial Engines Advisors L.L.C.2,205$280K<0.01%+50113F-HRTimeline
Joel Isaacson & Co., LLC2,199$279K0.01%+18413F-HRTimeline
Centurion Wealth Management LLC1,983$276K0.09%013F-HRTimeline
CW Advisors, LLC2,131$273K<0.01%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding2,073$269K-9,771Timeline
Colonial River Investments, LLC2,107$268K0.15%+20213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,107$268K0.01%+20213F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,099$267K0.06%013F-HRTimeline
Strategic Financial Concepts, LLC2,092$266K0.05%-23513F-HRTimeline
SIGNATUREFD, LLC2,081$264K0.01%-4013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,286$264K0.06%013F-HRTimeline
Bernardo Wealth Planning LLC2,059$262K0.06%+1513F-HR/ATimeline
Financial Perspectives, Inc2,060$262K0.09%-2313F-HRTimeline
ALBION FINANCIAL GROUP /UT2,046$260K0.02%-913F-HRTimeline
Atlas Private Wealth Advisors2,037$259K0.04%-5613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,036$259K<0.01%+5713F-HRTimelineGroup
Indiana Trust & Investment Management Co2,033$258K0.09%013F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.1,955$258K0.23%+113F-HRTimeline
KWB Wealth1,849$258K0.03%-10313F-HRTimeline
Goldstein Advisors, LLC2,015$256K0.04%-13113F-HRTimeline
Summit Global Investmentsin group Summit Global Investments2,017$256K0.02%013F-HRTimelineGroup
CRUX WEALTH ADVISORS2,010$255K0.13%+313F-HRTimeline
Connecticut Wealth Management, LLC2,000$254K0.01%013F-HRTimeline
Centricity Wealth Management, LLC1,988$253K0.23%+18013F-HRTimeline
USAdvisors Wealth Management, LLC1,979$251K0.09%new13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,961$249K0.06%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,948$248K0.02%new13F-HRTimeline
Leisure Capital Management1,924$245K0.1%013F-HRTimeline
MEMBERS WEALTH LLC1,915$243K0.18%-29513F-HRTimeline
Prosperity Consulting Group, LLC1,897$241K0.02%013F-HRTimeline
InTrack Investment Management Inc1,896$241K0.22%-10013F-HRTimeline
IFP Advisors, Inc1,896$241K0.01%-5013F-HRTimeline
SteelPeak Wealth, LLC1,866$237K0.01%-8813F-HRTimeline
Oak Asset Management, LLC1,856$236K0.09%+2213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,848$235K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.1,844$234K0.02%013F-HRTimeline
Avidian Wealth Enterprises, LLC1,822$231K0.01%new13F-HRTimeline
Arkadios Wealth Advisors1,815$231K0.01%+413F-HRTimeline
WESBANCO BANK INC1,814$231K0.01%-78613F-HRTimeline
Philip James Wealth Mangement, LLC1,811$230K0.03%-83813F-HRTimeline
AWM CAPITAL, LLC1,803$229K0.03%013F-HRTimeline
Marble Harbor Investment Counsel, LLC1,800$229K0.03%013F-HRTimeline
Heritage Family Offices, LLP1,785$227K0.12%013F-HRTimeline
Mill Creek Capital Advisors, LLC1,784$227K0.01%+113F-HRTimeline
PINNACLE ASSOCIATES LTD1,751$223K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC1,744$222K0.02%new13F-HRTimeline
Clark Capital Management Group, Inc.1,743$222K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,734$220K0.01%013F-HRTimeline
Fisher Asset Management, LLC1,732$220K<0.01%-1,93513F-HRTimeline
WEALTH ALLIANCE, LLC1,731$220K0.03%-4913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,728$220K0.01%-70813F-HRTimeline
SYNOVUS FINANCIAL CORP1,726$219K<0.01%-28513F-HRTimeline
New England Private Wealth Advisors LLC1,718$218K0.03%+213F-HRTimeline
Signal Advisors Wealth, LLC1,708$217K0.02%new13F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC1,696$216K0.06%-3413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,695$215K0.06%+213F-HRTimelineGroup
Stonebrook Private Inc.1,687$214K0.06%013F-HRTimeline
AlphaCore Capital LLC1,681$214K0.02%new13F-HRTimeline
BANK OZK1,679$213K0.09%+7113F-HRTimeline
O'Brien Greene & Co. Inc1,665$212K0.07%-48513F-HRTimeline
Unified Investment Management1,640$208K0.25%013F-HRTimeline
Castle Rock Wealth Management, LLC1,627$208K0.06%+213F-HRTimeline
Round Rock Advisors LLC1,639$208K0.04%013F-HRTimeline
FLP Wealth Management, LLC1,637$208K0.66%+35413F-HRTimeline
COURIER CAPITAL LLC1,636$208K0.01%+18813F-HRTimeline
Continuum Advisory, LLC1,624$206K0.03%013F-HRTimeline
Coastal Bridge Advisors, LLC1,622$206K0.02%new13F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC1,600$203K<0.01%-23,90013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,600$203K0.01%013F-HRTimeline
MainStreet Investment Advisors LLC1,600$203K0.03%new13F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,593$202K0.04%013F-HRTimeline
Kelman-Lazarov, Inc.1,590$202K0.04%+213F-HRTimeline
Private Wealth Partners, LLC1,588$202K0.02%013F-HRTimeline
OLD NATIONAL BANCORP /IN/1,583$201K0.01%+2613F-HRTimeline
Sage Mountain Advisors LLC1,562$198K0.01%+6713F-HRTimeline
ABOUND FINANCIAL, LLC1,559$198K0.1%-7913F-HRTimeline
Centerpoint Advisors, LLC1,533$195K0.07%013F-HRTimeline
BARRETT & COMPANY, INC.1,531$195K0.08%+2613F-HRTimeline
DT Investment Partners, LLC1,528$194K0.02%013F-HRTimeline
Keystone Financial Group, Inc.1,426$188K0.13%+213F-HRTimeline
Tortoise Investment Management, LLC1,438$183K0.02%013F-HR/ATimeline
Aptus Capital Advisors, LLC1,431$182K<0.01%+4113F-HRTimeline
BALLAST ADVISORS LLC1,394$177K0.06%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,331$169K0.01%+11313F-HRTimeline
VSM Wealth Advisory, LLC1,327$169K0.06%013F-HRTimeline