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Disclosery

IUSG ISHARES TR

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ETF (fund)

786 managers (798 13F filers) reported a position in IUSG shares at 2025-06-30, 118,412,814 shares in all. 89 filers opened a position and 50 filers sold out during the quarter.

Managers
786
13F filers
798
New
89
Added
260
Reduced
248
Sold out
50
Shares held by filers
118,412,814

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Peak Planning Group, LLC4,569$687K0.44%-30013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…4,548$684K0.14%-13713F-HRTimeline
Melone Private Wealth, LLC4,547$680K0.35%013F-HRTimeline
Wealthspire Retirement, LLC4,505$678K0.04%013F-HRTimeline
ORG Partners LLC4,478$672K0.14%-10913F-HRTimeline
RPG Investment Advisory, LLC4,468$672K0.08%-4,11813F-HRTimeline
Empower Advisory Group, LLC4,448$669K<0.01%-5713F-HRTimeline
SOL Capital Management CO4,385$660K0.06%-60013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …4,428$660K<0.01%-22,37413F-HRTimelineGroup
Worth Financial Advisory Group, LLC4,365$656K0.4%013F-HRTimeline
Weaver Consulting Group4,363$656K0.18%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.4,315$649K0.4%-30013F-HRTimeline
Fourth Dimension Wealth, LLC4,303$647K0.27%+42613F-HRTimeline
Boyd Wealth Management, LLC4,299$647K0.28%+1,10113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,297$646K0.03%-10,84013F-HRTimelineGroup
Annex Advisory Services, LLC4,275$643K0.02%013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC4,244$638K0.01%-41313F-HRTimelineGroup
Graypoint LLC4,227$636K0.04%+113F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…4,240$632K0.15%-513F-HRTimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC4,171$627K0.03%013F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC4,166$627K0.06%-20013F-HRTimelineGroup
LIBRA WEALTH LLC4,133$622K0.2%new13F-HRTimeline
PMG Wealth Management, Inc.4,115$619K0.51%-90813F-HRTimeline
Three Bridge Wealth Advisors, LLC4,088$615K0.16%+213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,000$602K0.11%013F-HRTimeline
Meridian Wealth Advisors, LLC4,000$602K0.1%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,994$601K0.01%new13F-HRTimelineGroup
GREENWOOD GEARHART LLC3,978$598K0.04%+5713F-HRTimeline
FourThought Financial Partners, LLC3,977$598K0.06%-24313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,971$597K0.01%013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC3,955$595K0.01%013F-HRTimelineGroup
Heritage Financial Services, LLC3,953$595K0.06%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,882$584K<0.01%+613F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.3,836$577K0.03%+83113F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,821$575K<0.01%013F-HR/ATimelineGroup
EXENCIAL WEALTH ADVISORS, LLC3,818$574K0.02%+1,01513F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,796$571K0.01%-72913F-HRTimelineGroup
Financial Partners Group, Inc3,761$566K0.08%+1113F-HRTimeline
Advisors Capital Management, LLC3,759$565K0.01%+50113F-HRTimeline
Fielder Capital Group LLC3,746$563K0.15%013F-HRTimeline
Hershey Financial Advisers, LLC3,731$561K0.5%13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,531$558K0.18%+6813F-HRTimeline
Valeo Financial Advisors, LLC3,686$554K0.01%+10513F-HR/ATimeline
Clark Capital Management Group, Inc.3,679$553K<0.01%+1,93613F-HRTimeline
Beaumont Financial Advisors, LLC3,678$553K0.04%-1,00113F-HRTimeline
Wilmington Savings Fund Society, FSB3,670$552K0.01%-6913F-HRTimeline
PATTEN & PATTEN INC/TN3,614$544K0.04%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,599$541K0.01%+113F-HRTimeline
Smartleaf Asset Management LLC3,589$537K0.05%-1,73213F-HRTimeline
NWAM LLC3,455$537K0.03%new13F-HR/ATimeline
Linscomb Wealth, Inc.3,526$530K0.02%013F-HRTimeline
Watts Gwilliam & Co., LLC3,215$526K0.09%+89913F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC3,451$519K0.11%-43613F-HRTimelineGroup
First City Capital Management, Inc.3,439$517K0.3%013F-HRTimeline
Peterson Wealth Advisors, LLC3,405$512K0.08%-17513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,387$509K0.02%013F-HRTimelineGroup
DAVENPORT & Co LLC3,375$508K<0.01%+37413F-HRTimeline
NORDEN GROUP LLC3,360$505K0.05%013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC3,328$501K0.22%013F-HRTimeline
Monument Capital Management3,311$498K0.13%+113F-HRTimeline
Simplicity Wealth,LLC3,260$490K0.02%new13F-HRTimeline
Brueske Advisory Services, LLC3,258$490K0.33%-1,96513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,244$488K0.01%new13F-HRTimeline
ALTFEST L J & CO INC3,243$488K0.06%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,240$487K0.18%-1,02913F-HRTimeline
Paulson Wealth Management Inc.3,221$484K0.13%new13F-HRTimeline
M1 Capital Management LLC3,207$482K0.24%-113F-HRTimeline
Dorsey & Whitney Trust CO LLC3,200$481K0.03%-3,90013F-HRTimeline
Magnus Financial Group LLC3,198$481K0.04%+1813F-HRTimeline
United Advisor Group, LLC3,195$481K0.08%-15113F-HRTimeline
OARSMAN CAPITAL, INC.3,176$478K0.07%013F-HRTimeline
POTENTIA WEALTH3,137$472K0.27%013F-HRTimeline
TRUST CO OF VERMONT3,098$466K0.02%+77813F-HRTimeline
NOVEM GROUP3,086$464K0.06%new13F-HRTimeline
Anchor Investment Management, LLC3,061$460K0.04%-1,07313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,008$452K0.05%+40413F-HRTimelineGroup
HOEY INVESTMENTS, INC3,000$451K0.07%013F-HRTimeline
Everstar Asset Management, LLC2,980$448K0.27%new13F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC2,975$447K0.73%+313F-HRTimeline
TRUE Private Wealth Advisors2,965$446K0.05%-413F-HRTimeline
Armbruster Capital Management, Inc.2,928$440K0.08%-19713F-HRTimeline
Pallas Capital Advisors LLC2,923$440K0.02%013F-HRTimeline
Joel Isaacson & Co., LLC2,902$436K0.02%+70313F-HRTimeline
Soltis Investment Advisors LLC2,888$434K0.03%new13F-HRTimeline
Legacy Edge Advisors, LLC2,849$428K0.06%new13F-HRTimeline
NorthCoast Asset Management LLC2,839$427K<0.01%+113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD2,838$427K<0.01%013F-HRTimelineGroup
CW Advisors, LLC2,767$416K<0.01%+63613F-HRTimeline
Avantax Planning Partners, Inc.2,759$415K0.01%013F-HRTimeline
Frederick Financial Consultants, LLC2,756$414K0.26%-14013F-HRTimeline
Stephens Consulting, LLC2,754$414K0.1%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,710$408K<0.01%-113F-HRTimeline
HEADINVEST, LLC2,710$408K0.09%-24013F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,692$405K0.13%+47613F-HRTimeline
Westmount Partners, LLC2,688$404K0.11%+213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,667$401K0.01%-24013F-HRTimeline
Ellevest, Inc.2,654$399K0.06%013F-HRTimeline
Crescent Grove Advisors, LLC2,638$397K0.04%013F-HRTimeline
Premier Path Wealth Partners, LLC2,632$396K0.06%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,627$395K0.01%+17913F-HRTimelineGroup
WealthCare Investment Partners, LLC2,594$394K0.14%-27913F-HRTimeline
Northside Capital Management, LLC2,570$387K0.03%013F-HRTimeline
Cannon Financial Strategists, Inc.2,567$386K0.06%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC2,580$384K0.07%013F-HRTimeline
GenWealth Group, Inc.2,552$384K0.08%013F-HRTimeline
Family Legacy Financial Solutions, LLC2,525$380K0.32%13F-HRTimeline
FF Advisors,LLC2,510$378K0.2%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.2,492$375K0.19%-31513F-HRTimeline
West Branch Capital LLC2,471$372K0.11%-3813F-HRTimeline
LEE DANNER & BASS INC2,460$370K0.03%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,412$363K<0.01%-20613F-HRTimelineGroup
Maridea Wealth Management LLC2,408$362K0.09%+113F-HRTimeline
Alesco Advisors, LLC, An ESL Co2,400$361K0.01%013F-HRTimeline
SFG Wealth Management, LLC.2,399$361K0.22%-8413F-HRTimeline
Key Financial Inc2,397$361K0.07%013F-HRTimeline
KFA Private Wealth Group, LLC2,377$358K0.11%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,330$350K<0.01%-17313F-HRTimelineGroup
Beacon Harbor Wealth Advisors, Inc.2,314$348K0.09%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,286$347K0.06%013F-HRTimeline
WEALTH ALLIANCE, LLC2,280$343K0.04%+54913F-HRTimeline
American Trust2,267$341K0.03%new13F-HRTimeline
Prime Capital Investment Advisors, LLC2,253$339K<0.01%-1,35813F-HRTimeline
Convergence Financial, LLC2,242$337K0.06%-9713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,235$336K<0.01%-19713F-HRTimelineGroup
OPINICUS CAPITAL, INC.2,232$336K0.26%-4613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,188$329K<0.01%+34013F-HRTimeline
Atlas Private Wealth Advisors2,177$328K0.04%+14013F-HRTimeline
Garrett Wealth Advisory Group, LLC2,167$326K0.07%-39513F-HRTimeline
Revolve Wealth Partners, LLC2,107$317K0.04%-38713F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,099$316K0.08%013F-HRTimeline
Claro Advisors Inc.2,074$312K0.05%-43313F-HRTimeline
SIGNATUREFD, LLC2,063$310K0.01%-1813F-HRTimeline
Financial Perspectives, Inc2,062$310K0.09%+213F-HRTimeline
Bernardo Wealth Planning LLC2,059$310K0.07%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,060$310K<0.01%+2413F-HRTimelineGroup
Seascape Capital Management2,045$308K0.1%-2,60113F-HRTimeline
First National Bank of Hutchinson2,034$306K0.19%-24313F-HRTimeline
Indiana Trust & Investment Management Co2,033$306K0.1%013F-HRTimeline
CWA Asset Management Group, LLC2,017$303K0.01%new13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments2,017$303K0.02%013F-HRTimelineGroup
CRUX WEALTH ADVISORS2,013$303K0.13%+313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,002$301K0.03%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC2,000$301K0.01%new13F-HRTimeline
Connecticut Wealth Management, LLC2,000$301K0.01%013F-HRTimeline
Goldstein Advisors, LLC1,992$300K0.04%-2313F-HRTimeline
ALBION FINANCIAL GROUP /UT1,987$299K0.02%-5913F-HRTimeline
SUMMIT INVESTMENT ADVISORS, INC.1,956$298K0.25%+113F-HRTimeline
Centurion Wealth Management LLC1,983$298K0.09%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,961$295K0.07%013F-HRTimeline
New Century Financial Group, LLC1,939$292K0.34%new13F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC1,934$291K0.08%+23813F-HRTimeline
Leisure Capital Management1,924$289K0.11%013F-HRTimeline
Oak Asset Management, LLC1,890$284K0.1%+3413F-HRTimeline
PINNACLE ASSOCIATES LTD1,875$282K<0.01%+12413F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…1,858$279K<0.01%-98213F-HRTimelineGroup
Arkadios Wealth Advisors1,854$279K0.01%+3913F-HRTimeline
MGO ONE SEVEN LLC1,827$275K0.01%new13F-HRTimeline
IFP Advisors, Inc1,817$273K0.01%-7913F-HRTimeline
WESBANCO BANK INC1,814$273K0.01%013F-HRTimeline
Philip James Wealth Mangement, LLC1,813$273K0.03%+213F-HRTimeline
Marble Harbor Investment Counsel, LLC1,800$271K0.03%013F-HRTimeline
RIVERBRIDGE PARTNERS LLC1,792$269K<0.01%-4,84813F-HRTimeline
Mill Creek Capital Advisors, LLC1,785$269K0.01%+113F-HRTimeline
Colonial River Investments, LLC1,769$268K0.12%-33813F-HRTimeline
BOK Financial Private Wealth, Inc.1,756$264K0.02%-8813F-HRTimeline
JFS WEALTH ADVISORS, LLC1,745$263K0.02%+113F-HRTimeline
Collaborative Wealth Managment Inc.1,745$262K0.11%new13F-HRTimeline
COURIER CAPITAL LLC1,736$261K0.02%+10013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,734$261K0.01%013F-HR/ATimeline
SYNOVUS FINANCIAL CORP1,723$260K<0.01%-313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,704$256K0.07%+913F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,691$254K0.02%-25713F-HRTimeline
Stonebrook Private Inc.1,687$254K0.06%013F-HRTimeline
AlphaCore Capital LLC1,681$253K0.01%013F-HRTimeline
BANK OZK1,679$253K0.1%013F-HRTimeline
Castle Rock Wealth Management, LLC1,629$251K0.06%+213F-HRTimeline
McIlrath & Eck, LLC1,660$250K0.03%-1,92513F-HRTimeline
Unified Investment Management1,640$247K0.26%013F-HRTimeline
Round Rock Advisors LLC1,639$246K0.04%013F-HRTimeline
Continuum Advisory, LLC1,624$244K0.03%013F-HRTimeline
GREENLEAF TRUST1,623$244K<0.01%new13F-HRTimeline
Coastal Bridge Advisors, LLC1,622$244K0.02%013F-HRTimeline
Centricity Wealth Management, LLC1,621$244K0.19%-36713F-HRTimeline
CVFG LLC1,610$242K0.19%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,600$241K0.01%013F-HRTimeline
MainStreet Investment Advisors LLC1,600$241K0.03%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,593$240K0.04%013F-HRTimeline
Kelman-Lazarov, Inc.1,593$240K0.04%+313F-HRTimeline
FLP Wealth Management, LLC1,589$239K0.67%-4813F-HRTimeline
Private Wealth Partners, LLC1,588$239K0.02%013F-HRTimeline
KWB Wealth1,872$238K0.03%+2313F-HRTimeline
Horst & Graben Wealth Management LLC1,579$237K0.04%new13F-HRTimeline
SteelPeak Wealth, LLC1,578$237K0.01%-28813F-HRTimeline
Sage Mountain Advisors LLC1,572$236K0.02%+1013F-HRTimeline
ABOUND FINANCIAL, LLC1,559$234K0.1%013F-HRTimeline
Signal Advisors Wealth, LLC1,550$233K0.02%-15813F-HRTimeline
New England Private Wealth Advisors LLC1,492$232K0.03%-22613F-HRTimeline
Centerpoint Advisors, LLC1,533$231K0.08%013F-HRTimeline
Summit Trail Advisors, LLC1,533$231K<0.01%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …1,457$230K0.01%-61613F-HRTimelineGroup