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Disclosery

IUSG ISHARES TR

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ETF (fund)

812 managers (823 13F filers) reported a position in IUSG shares at 2025-09-30, 115,731,297 shares in all. 67 filers opened a position and 38 filers sold out during the quarter.

Managers
812
13F filers
823
New
67
Added
260
Reduced
258
Sold out
38
Shares held by filers
115,731,297

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Worth Financial Advisory Group, LLC4,365$718K0.4%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,333$713K<0.01%-27713F-HRTimelineGroup
Godshalk Welsh Capital Management, Inc.4,315$710K0.41%013F-HRTimeline
Annex Advisory Services, LLC4,275$703K0.01%013F-HRTimeline
FIRST AMERICAN TRUST, FSB4,270$703K0.05%-5,95013F-HRTimeline
Boyd Wealth Management, LLC4,200$691K0.3%-9913F-HRTimeline
Financial Partners Group, Inc4,196$690K0.09%+43513F-HRTimeline
Elm Partners Management LLC4,175$687K0.03%new13F-HR/ATimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC4,171$686K0.02%013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,168$686K0.01%+37213F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC4,166$685K0.06%013F-HRTimelineGroup
Sterling Capital Management LLC4,153$683K0.01%-47813F-HRTimeline
LIBRA WEALTH LLC4,133$680K0.2%013F-HRTimeline
Foundations Investment Advisors, LLC4,098$674K0.01%-4,01913F-HRTimeline
Three Bridge Wealth Advisors, LLC4,089$673K0.17%+113F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,000$658K0.11%013F-HRTimeline
Meridian Wealth Advisors, LLC4,000$658K0.09%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,994$657K0.01%013F-HRTimelineGroup
FourThought Financial Partners, LLC3,977$654K0.06%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,971$653K0.02%013F-HRTimelineGroup
ORG Partners LLC3,956$651K0.12%-52213F-HRTimeline
Heritage Financial Services, LLC3,953$650K0.06%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,887$640K<0.01%+513F-HRTimelineGroup
PMG Wealth Management, Inc.3,885$636K0.48%-23013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,854$634K0.01%-10113F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.3,843$632K0.03%+713F-HRTimelineGroup
Melone Private Wealth, LLC3,833$631K0.29%-71413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC3,818$628K0.02%013F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC3,815$628K0.01%-42913F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC3,794$624K0.06%+78613F-HRTimelineGroup
Bristlecone Advisors, LLC3,756$618K0.05%+3,38613F-HRTimeline
Fielder Capital Group LLC3,746$616K0.14%013F-HRTimeline
OARSMAN CAPITAL, INC.3,720$612K0.09%+54413F-HRTimeline
Peak Planning Group, LLC3,694$608K0.32%-87513F-HRTimeline
Clark Capital Management Group, Inc.3,679$605K<0.01%013F-HRTimeline
Beaumont Financial Advisors, LLC3,678$605K0.04%013F-HRTimeline
GREENWOOD GEARHART LLC3,618$595K0.03%-36013F-HRTimeline
Advisors Capital Management, LLC3,612$594K0.01%-14713F-HRTimeline
Bright Futures Wealth Management, LLC.3,538$582K0.45%13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,531$581K0.2%013F-HRTimeline
Linscomb Wealth, Inc.3,526$580K0.02%013F-HRTimeline
Smartleaf Asset Management LLC3,522$577K0.04%-6713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,499$576K0.01%-10013F-HRTimeline
First City Capital Management, Inc.3,439$566K0.31%013F-HRTimeline
AE Wealth Management LLC3,439$566K<0.01%-25,81013F-HRTimeline
Intrua Financial, LLC3,437$566K0.07%new13F-HRTimeline
DAVENPORT & Co LLC3,419$563K<0.01%+4413F-HRTimeline
Peterson Wealth Advisors, LLC3,396$560K0.08%-913F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC3,392$558K0.1%-5913F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,387$557K0.02%013F-HRTimelineGroup
NORDEN GROUP LLC3,360$553K0.06%013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC3,328$548K0.2%013F-HRTimeline
Monument Capital Management3,311$545K0.14%013F-HRTimeline
Brueske Advisory Services, LLC3,276$539K0.29%+1813F-HRTimeline
ALTFEST L J & CO INC3,243$534K0.06%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,225$530K0.18%-1513F-HRTimeline
Paulson Wealth Management Inc.3,221$530K0.13%013F-HRTimeline
Watts Gwilliam & Co., LLC3,215$529K0.09%013F-HRTimeline
Joel Isaacson & Co., LLC3,204$527K0.02%+30213F-HRTimeline
Dorsey & Whitney Trust CO LLC3,200$527K0.03%013F-HRTimeline
Magnus Financial Group LLC3,198$526K0.04%013F-HRTimeline
POTENTIA WEALTH3,137$516K0.2%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,134$516K<0.01%-68713F-HRTimelineGroup
Connecticut Wealth Management, LLC3,122$514K0.02%+1,12213F-HRTimeline
TRUST CO OF VERMONT3,098$510K0.02%013F-HRTimeline
NOVEM GROUP3,086$508K0.06%013F-HRTimeline
United Advisor Group, LLC3,069$505K0.07%-12613F-HRTimeline
Everstar Asset Management, LLC3,067$505K0.29%+8713F-HRTimeline
Anchor Investment Management, LLC3,061$504K0.04%013F-HRTimeline
GC Wealth Management RIA, LLC3,007$495K0.02%+1,57113F-HRTimeline
HOEY INVESTMENTS, INC3,000$494K0.07%013F-HRTimeline
Colonial River Investments, LLC2,993$493K0.18%+1,22413F-HRTimeline
M1 Capital Management LLC2,968$488K0.21%-23913F-HRTimeline
NorthCoast Asset Management LLC2,966$488K<0.01%+12713F-HRTimeline
TRUE Private Wealth Advisors2,965$488K0.05%013F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,962$487K0.14%+27013F-HRTimeline
Collier Financial2,961$487K0.37%13F-HRTimeline
Pallas Capital Advisors LLC2,923$481K0.02%013F-HRTimeline
Soltis Investment Advisors LLC2,922$481K0.03%+3413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,909$479K0.01%+24213F-HRTimeline
Onyx Bridge Wealth Group LLC2,908$478K0.05%+1,55013F-HRTimeline
Armbruster Capital Management, Inc.2,900$477K0.08%-2813F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD2,838$467K<0.01%013F-HRTimelineGroup
TABLEAUX LLC2,790$459K0.18%+1,39513F-HRTimeline
FLOW TRADERS U.S. LLC2,775$457K0.02%-11,06913F-HRTimeline
Stephens Consulting, LLC2,754$453K0.16%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,745$452K<0.01%+41513F-HRTimelineGroup
PUFF WEALTH MANAGEMENT, LLC2,742$451K0.69%-23313F-HRTimeline
Avantax Planning Partners, Inc.2,733$450K0.01%-2613F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,710$446K<0.01%013F-HRTimeline
Westmount Partners, LLC2,690$445K0.11%+213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,647$436K0.01%+2013F-HRTimelineGroup
Premier Path Wealth Partners, LLC2,632$433K0.06%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,630$433K0.03%new13F-HRTimeline
Frederick Financial Consultants, LLC2,593$427K0.24%-16313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC2,580$425K0.07%013F-HRTimeline
WealthCare Investment Partners, LLC2,559$423K0.14%-3513F-HRTimeline
Cannon Financial Strategists, Inc.2,570$423K0.06%+313F-HRTimeline
Northside Capital Management, LLC2,570$423K0.04%013F-HRTimeline
Ellevest, Inc.2,565$422K0.06%-8913F-HRTimeline
IFP Advisors, Inc2,552$420K0.01%+73513F-HR/ATimeline
GenWealth Group, Inc.2,525$415K0.08%-2713F-HRTimeline
FF Advisors,LLC2,510$413K0.2%013F-HRTimeline
Composition Wealth, LLC2,508$413K0.01%new13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.2,495$411K0.2%+313F-HRTimeline
West Branch Capital LLC2,474$407K0.11%+313F-HRTimeline
LEE DANNER & BASS INC2,460$405K0.03%013F-HRTimeline
HEADINVEST, LLC2,455$404K0.08%-25513F-HRTimeline
TWO SIGMA SECURITIES, LLC2,450$403K0.06%new13F-HRTimeline
Family Legacy Financial Solutions, LLC2,447$403K0.31%-7813F-HRTimeline
Crescent Grove Advisors, LLC2,444$402K0.04%-19413F-HRTimeline
Key Financial Inc2,428$401K0.07%+3113F-HRTimeline
American Trust2,432$400K0.03%+16513F-HRTimeline
Wilmington Savings Fund Society, FSB2,425$399K0.01%-1,24513F-HR/ATimeline
Maridea Wealth Management LLC2,409$399K0.06%+113F-HRTimeline
Revolve Wealth Partners, LLC2,405$396K0.05%+29813F-HRTimeline
Alesco Advisors, LLC, An ESL Co2,400$395K0.01%013F-HRTimeline
KFA Private Wealth Group, LLC2,377$391K0.11%013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,373$390K0.08%+27413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,347$389K0.06%+6113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,338$385K<0.01%+15013F-HRTimeline
OLD NATIONAL BANCORP /IN/2,324$382K0.01%new13F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.2,314$381K0.09%013F-HRTimeline
SFG Wealth Management, LLC.2,301$379K0.16%-9813F-HRTimeline
WEALTH ALLIANCE, LLC2,275$374K0.04%-513F-HRTimeline
RIVERBRIDGE PARTNERS LLC2,272$374K0.01%+48013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,253$371K<0.01%-15913F-HRTimelineGroup
Convergence Financial, LLC2,242$369K0.06%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,242$369K<0.01%+713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC2,237$368K<0.01%-1613F-HRTimeline
Providence Financial Advisors, LLC2,200$362K0.35%13F-HRTimeline
Touchstone Capital, Inc.2,163$356K0.18%13F-HRTimeline
OPINICUS CAPITAL, INC.2,161$356K0.25%-7113F-HRTimeline
Garrett Wealth Advisory Group, LLC2,132$351K0.07%-3513F-HRTimeline
New Century Financial Group, LLC2,127$350K0.62%+18813F-HRTimeline
Claro Advisors Inc.2,122$349K0.05%+4813F-HRTimeline
Seascape Capital Management2,099$345K0.1%+5413F-HRTimeline
Financial Perspectives, Inc2,065$340K0.09%+313F-HRTimeline
SIGNATUREFD, LLC2,063$339K0.01%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,060$339K<0.01%013F-HRTimelineGroup
Bernardo Wealth Planning LLC2,059$339K0.07%013F-HRTimeline
Indiana Trust & Investment Management Co2,033$335K0.1%013F-HRTimeline
Arkadios Wealth Advisors2,033$334K0.01%+17913F-HRTimeline
Summit Global Investmentsin group Summit Global Investments2,017$332K0.02%013F-HRTimelineGroup
First National Bank of Hutchinson2,017$332K0.18%-1713F-HRTimeline
CWA Asset Management Group, LLC2,017$332K0.01%013F-HRTimeline
CRUX WEALTH ADVISORS2,016$332K0.13%+313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,002$329K0.02%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC2,000$329K0.01%013F-HRTimeline
Goldstein Advisors, LLC1,992$328K0.04%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,986$327K0.02%-113F-HRTimeline
Centurion Wealth Management LLC1,983$326K0.07%013F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,961$323K0.07%013F-HRTimeline
Fisher Asset Management, LLC1,933$318K<0.01%new13F-HRTimeline
Oak Asset Management, LLC1,933$318K0.11%+4313F-HRTimeline
Legacy Edge Advisors, LLC1,933$318K0.04%-91613F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC1,932$318K0.06%-213F-HRTimeline
Leisure Capital Management1,924$317K0.11%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …1,804$308K0.01%+34713F-HRTimelineGroup
PINNACLE ASSOCIATES LTD1,872$308K<0.01%-313F-HRTimeline
Summit Trail Advisors, LLC1,865$307K<0.01%+33213F-HRTimeline
WESBANCO BANK INC1,812$298K0.01%-213F-HRTimeline
Marble Harbor Investment Counsel, LLC1,800$296K0.03%013F-HRTimeline
Vise Technologies, Inc.1,795$295K0.01%new13F-HRTimeline
Heritage Family Offices, LLP1,785$294K0.14%013F-HRTimeline
Collaborative Wealth Managment Inc.1,785$294K0.12%+4013F-HRTimeline
BOK Financial Private Wealth, Inc.1,756$289K0.02%013F-HRTimeline
Mill Creek Capital Advisors, LLC1,753$288K0.01%-3213F-HRTimeline
COURIER CAPITAL LLC1,736$286K0.02%013F-HRTimeline
Headland Capital, LLC1,728$284K0.08%new13F-HRTimeline
MGO ONE SEVEN LLC1,714$282K0.01%-11313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,708$281K0.01%-2613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,689$278K0.09%-1513F-HRTimelineGroup
Stonebrook Private Inc.1,687$278K0.06%013F-HRTimeline
AlphaCore Capital LLC1,681$277K0.01%013F-HRTimeline
BANK OZK1,679$276K0.1%013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…1,674$275K0.01%new13F-HRTimelineGroup
McIlrath & Eck, LLC1,663$274K0.03%+313F-HRTimeline
Castle Rock Wealth Management, LLC1,632$270K0.06%+313F-HRTimeline
Unified Investment Management1,640$270K0.27%013F-HRTimeline
Round Rock Advisors LLC1,639$270K0.04%013F-HRTimeline
KWB Wealth1,777$267K0.03%-9513F-HRTimeline
SYNOVUS FINANCIAL CORP1,620$267K<0.01%-10313F-HRTimeline
Continuum Advisory, LLC1,624$267K0.03%013F-HRTimeline
Coastal Bridge Advisors, LLC1,622$267K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,616$266K0.01%+22913F-HRTimeline
SteelPeak Wealth, LLC1,605$264K0.01%+2713F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,600$263K0.01%013F-HRTimeline
MainStreet Investment Advisors LLC1,600$263K0.04%013F-HRTimeline
Kelman-Lazarov, Inc.1,595$262K0.04%+213F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,593$262K0.04%013F-HRTimeline
Private Wealth Partners, LLC1,588$261K0.02%013F-HRTimeline
CVFG LLC1,586$261K0.19%-2413F-HRTimeline
Horst & Graben Wealth Management LLC1,579$260K0.04%013F-HRTimeline
Sage Mountain Advisors LLC1,572$259K0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC1,559$257K0.1%013F-HRTimeline
SageView Advisory Group, LLC1,559$256K0.01%+8713F-HRTimeline
BARRETT & COMPANY, INC.1,552$255K0.09%+2013F-HRTimeline
Sowell Financial Services LLC1,551$255K0.01%+12613F-HRTimeline
CoreCap Advisors, LLC1,547$255K0.01%+48413F-HRTimeline