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Disclosery

IUSG ISHARES TR

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ETF (fund)

870 managers (883 13F filers) reported a position in IUSG shares at 2025-12-31, 120,322,886 shares in all. 60 filers opened a position and 40 filers sold out during the quarter.

Managers
870
13F filers
883
New
60
Added
263
Reduced
283
Sold out
40
Shares held by filers
120,322,886

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Hoxton Planning & Management, LLC4,793$805K0.24%-21113F-HRTimeline
J.W. COLE ADVISORS, INC.5,093$802K0.02%-3,24013F-HRTimeline
Financial Partners Group, Inc4,725$800K0.09%+52913F-HRTimeline
Legacy Financial Advisors, Inc.4,756$799K0.11%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,734$795K0.1%+19913F-HRTimeline
Allen Capital Group, LLC4,723$793K0.07%-80413F-HRTimeline
CHOREO, LLC4,678$792K0.01%+7713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,705$791K0.03%+86213F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC4,674$785K0.07%+88013F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…4,670$784K0.18%-21213F-HRTimelineGroup
BENNETT SELBY INVESTMENTS LP4,650$781K0.25%013F-HRTimeline
MidFirst Bank4,636$779K0.06%13F-HRTimeline
Octavia Wealth Advisors, LLC4,630$778K0.07%-6413F-HRTimeline
Leonard Rickey Investment Advisors P.L.…4,616$775K0.14%+8313F-HRTimeline
Sage Financial Management Group, Inc.4,588$771K0.24%013F-HRTimeline
RPG Investment Advisory, LLC4,566$767K0.09%+2813F-HRTimeline
Avior Wealth Management, LLC4,534$761K0.02%+613F-HRTimeline
Weaver Consulting Group4,462$749K0.18%013F-HRTimeline
GWN SECURITIES INC.4,432$744K0.15%-34213F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC4,422$743K0.33%13F-HRTimeline
Worth Financial Advisory Group, LLC4,365$733K0.36%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,360$732K<0.01%+3,06013F-HRTimelineGroup
Kaizen Financial Strategies4,339$729K0.32%+713F-HRTimeline
Boyd Wealth Management, LLC4,317$725K0.31%+11713F-HRTimeline
Annex Advisory Services, LLC4,275$718K0.01%013F-HRTimeline
Godshalk Welsh Capital Management, Inc.4,255$715K0.41%-6013F-HRTimeline
FourThought Financial Partners, LLC4,228$710K0.06%+25113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC4,181$702K0.16%-20013F-HRTimeline
Wealthspire Retirement, LLC4,178$702K0.04%-32713F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC4,171$700K0.02%013F-HRTimelineGroup
TritonPoint Partners, LLCgroup of 2 filers holding4,166$700K0Timeline
Elm Partners Management LLC4,148$697K0.03%-2713F-HR/ATimeline
Wealthquest Corp4,134$694K0.05%new13F-HRTimeline
LIBRA WEALTH LLC4,133$694K0.19%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,128$693K0.01%-4013F-HRTimelineGroup
Three Bridge Wealth Advisors, LLC4,091$687K0.18%+213F-HRTimeline
Sterling Capital Management LLC4,030$677K0.01%-12313F-HRTimeline
Thayer Financial, L.L.C.4,001$672K0.71%13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,000$672K0.11%013F-HRTimeline
Meridian Wealth Advisors, LLC4,000$672K0.09%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,982$669K0.01%+12813F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.3,971$667K0.01%013F-HRTimelineGroup
Heritage Financial Services, LLC3,953$664K0.06%013F-HRTimeline
Wealthspire Advisors, LLC3,945$663K0.01%-62013F-HRTimeline
Melone Private Wealth, LLC3,928$660K0.28%+9513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,893$654K<0.01%+613F-HRTimelineGroup
PMG Wealth Management, Inc.3,885$652K0.48%013F-HRTimeline
Soltis Investment Advisors LLC3,854$647K0.04%+93213F-HR/ATimeline
ORG Partners LLC3,850$647K0.11%-10613F-HRTimeline
TUDOR INVESTMENT CORP ET AL3,805$639K<0.01%-2,69213F-HRTimeline
Total Clarity Wealth Management, Inc.3,759$631K0.15%new13F-HRTimeline
Fielder Capital Group LLC3,746$629K0.13%013F-HRTimeline
OARSMAN CAPITAL, INC.3,720$625K0.08%013F-HRTimeline
Savvy Advisors, Inc.3,689$619K0.02%new13F-HRTimeline
Beaumont Financial Advisors, LLC3,678$618K0.04%013F-HRTimeline
RIVERBRIDGE PARTNERS LLC3,660$615K0.01%+1,38813F-HRTimeline
Advisors Capital Management, LLC3,645$612K0.01%+3313F-HRTimeline
Intrua Financial, LLC3,587$602K0.07%+15013F-HRTimeline
Bright Futures Wealth Management, LLC.3,539$594K0.44%+113F-HRTimeline
Van Diest Capital, LLC3,537$594K0.89%13F-HRTimeline
Financial Engines Advisors L.L.C.3,524$592K<0.01%-1,53013F-HRTimeline
Clark Asset Management, LLC3,515$590K0.06%new13F-HRTimeline
Hershey Financial Advisers, LLC3,454$580K0.49%new13F-HRTimeline
First City Capital Management, Inc.3,440$578K0.31%+113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,438$577K0.05%new13F-HRTimeline
Peterson Wealth Advisors, LLC3,396$570K0.08%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC3,391$569K0.1%-113F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,387$569K0.02%013F-HRTimelineGroup
NORDEN GROUP LLC3,360$564K0.06%013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC3,322$558K0.19%-613F-HRTimeline
Monument Capital Management3,311$556K0.14%013F-HRTimeline
DAVENPORT & Co LLC3,293$553K<0.01%-12613F-HRTimeline
Linscomb Wealth, Inc.3,277$550K0.02%-24913F-HRTimeline
Fisher Asset Management, LLC3,252$546K<0.01%+1,31913F-HRTimeline
ALTFEST L J & CO INC3,243$545K0.06%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,232$543K0.01%+32313F-HRTimeline
Paulson Wealth Management Inc.3,221$541K0.12%013F-HRTimeline
Dorsey & Whitney Trust CO LLC3,200$537K0.03%013F-HRTimeline
Magnus Financial Group LLC3,198$537K0.04%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,195$537K<0.01%+6113F-HRTimelineGroup
Centennial Advisors, LLC3,190$536K0.7%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,174$533K<0.01%+1,96913F-HRTimelineGroup
POTENTIA WEALTH3,137$527K0.19%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,131$525K0.11%-9413F-HRTimeline
Connecticut Wealth Management, LLC3,123$525K0.02%+113F-HRTimeline
United Advisor Group, LLC3,113$523K0.07%+4413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,107$522K0.01%-39213F-HRTimeline
TRUST CO OF VERMONT3,098$520K0.02%013F-HRTimeline
NOVEM GROUP3,090$519K0.06%+413F-HRTimeline
Anchor Investment Management, LLC3,060$514K0.04%-113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,015$506K0.15%-51613F-HRTimeline
HOEY INVESTMENTS, INC3,000$504K0.07%013F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,985$501K0.14%+2313F-HRTimeline
IFP Advisors, Inc2,981$501K0.01%+42913F-HRTimeline
Collier Financial2,970$499K0.37%+913F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC2,967$498K0.01%-84813F-HRTimelineGroup
TRUE Private Wealth Advisors2,967$498K0.05%+213F-HRTimeline
Peak Planning Group, LLC2,949$495K0.14%-74513F-HRTimeline
GREENWOOD GEARHART LLC2,931$492K0.03%-68713F-HRTimeline
Pallas Capital Advisors LLC2,923$491K0.02%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…2,920$490K0.01%new13F-HRTimelineGroup
Armbruster Capital Management, Inc.2,900$487K0.08%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD2,838$477K<0.01%013F-HRTimelineGroup
Clark Capital Management Group, Inc.2,799$470K<0.01%-88013F-HRTimeline
Financial Planning Hawaii, Inc.2,785$468K0.27%13F-HRTimeline
Stephens Consulting, LLC2,754$463K0.15%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,745$461K<0.01%013F-HRTimelineGroup
Composition Wealth, LLC2,714$456K0.01%+20613F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,710$455K<0.01%013F-HRTimeline
Avantax Planning Partners, Inc.2,698$453K0.01%-3513F-HRTimeline
Westmount Partners, LLC2,692$452K0.11%+213F-HRTimeline
High Falls Advisors, Inc2,681$450K0.09%-2,06313F-HRTimeline
Premier Path Wealth Partners, LLC2,632$442K0.06%013F-HRTimeline
Nikulski Financial, Inc.2,630$442K0.11%-5,40313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,630$442K0.03%013F-HRTimeline
Colonial River Investments, LLC2,621$440K0.16%-37213F-HRTimeline
Vestmark Advisory Solutions, Inc.2,605$437K0.01%new13F-HRTimeline
M1 Capital Management LLC2,601$437K0.18%-36713F-HRTimeline
Northside Capital Management, LLC2,570$432K0.04%013F-HRTimeline
GenWealth Group, Inc.2,525$429K0.07%013F-HRTimeline
WealthCare Investment Partners, LLC2,544$428K0.12%-1513F-HRTimeline
FF Advisors,LLC2,510$422K0.19%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.2,498$420K0.18%+313F-HRTimeline
Ellevest, Inc.2,490$418K0.06%-7513F-HRTimeline
Frederick Financial Consultants, LLC2,472$415K0.23%-12113F-HRTimeline
HEADINVEST, LLC2,455$412K0.08%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC2,450$411K0.06%-13013F-HRTimeline
Crescent Grove Advisors, LLC2,444$411K0.04%013F-HRTimeline
Wilmington Savings Fund Society, FSB2,425$407K0.01%013F-HRTimeline
Key Financial Inc2,420$406K0.07%-813F-HRTimeline
VestGen Advisors, LLC2,411$405K0.02%-73,01013F-HRTimeline
Maridea Wealth Management LLC2,410$405K0.06%+113F-HRTimeline
Birchwood Financial Partners, Inc.2,409$405K0.4%13F-HRTimeline
Alesco Advisors, LLC, An ESL Co2,400$403K0.01%013F-HRTimeline
American Trust2,387$401K0.03%-4513F-HRTimeline
Family Legacy Financial Solutions, LLC2,384$400K0.31%-6313F-HRTimeline
KFA Private Wealth Group, LLC2,378$399K0.1%+113F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,373$399K0.08%013F-HRTimeline
FIRST AMERICAN TRUST, FSB2,370$398K0.03%-1,90013F-HRTimeline
Joel Isaacson & Co., LLC2,340$393K0.01%-86413F-HRTimeline
Beacon Harbor Wealth Advisors, Inc.2,314$389K0.09%013F-HRTimeline
Prime Capital Investment Advisors, LLC2,295$385K<0.01%+5813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,286$384K0.06%-6113F-HRTimeline
LEE DANNER & BASS INC2,282$383K0.03%-17813F-HRTimeline
OLD NATIONAL BANCORP /IN/2,272$382K0.01%-5213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC2,253$378K<0.01%013F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,243$377K<0.01%+113F-HRTimelineGroup
WEALTH ALLIANCE, LLC2,226$374K0.04%-4913F-HRTimeline
West Branch Capital LLC2,225$374K0.1%-24913F-HRTimeline
Cannon Financial Strategists, Inc.2,218$372K0.05%-35213F-HRTimeline
Providence Financial Advisors, LLC2,200$369K0.37%013F-HRTimeline
PINNACLE ASSOCIATES LTD2,167$364K<0.01%+29513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,167$364K0.01%-1,65113F-HRTimeline
Centurion Wealth Management LLC2,165$364K0.08%+18213F-HRTimeline
SFG Wealth Management, LLC.2,143$360K0.14%-15813F-HRTimeline
Continuum Advisory, LLC2,124$357K0.04%+50013F-HRTimeline
SATOVSKY ASSET MANAGEMENT LLC2,113$355K0.07%new13F-HRTimeline
OPINICUS CAPITAL, INC.2,103$353K0.25%-5813F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,095$352K0.02%+65113F-HRTimelineGroup
Financial Perspectives, Inc2,067$347K0.09%+213F-HRTimeline
Onyx Bridge Wealth Group LLC2,066$347K0.04%-84213F-HRTimeline
SIGNATUREFD, LLC2,063$346K0.01%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,060$346K<0.01%013F-HRTimelineGroup
Bernardo Wealth Planning LLC2,059$346K0.07%013F-HRTimeline
Revolve Wealth Partners, LLC2,053$345K0.04%-35213F-HRTimeline
CWA Asset Management Group, LLC2,048$344K0.01%+3113F-HRTimeline
Indiana Trust & Investment Management Co2,033$341K0.1%013F-HRTimeline
CRUX WEALTH ADVISORS2,019$339K0.13%+313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,020$339K0.01%+86313F-HR/ATimelineGroup
Summit Global Investmentsin group Summit Global Investments2,017$339K0.02%013F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC2,043$338K0.2%new13F-HRTimeline
Garrett Wealth Advisory Group, LLC2,011$338K0.06%-12113F-HRTimeline
Claro Advisors Inc.1,969$331K0.05%-15313F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,961$329K0.07%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,955$328K0.02%-3113F-HRTimeline
Oak Asset Management, LLC1,938$325K0.11%+513F-HRTimeline
Leisure Capital Management1,924$323K0.11%013F-HRTimeline
Goldstein Advisors, LLC1,922$323K0.04%-7013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC1,913$321K0.06%-1913F-HRTimeline
Legacy Edge Advisors, LLC1,883$316K0.03%-5013F-HRTimeline
Summit Trail Advisors, LLC1,865$313K0.01%013F-HRTimeline
Seascape Capital Management1,853$311K0.09%-24613F-HRTimeline
Parkway Wealth Management Group, LLC1,838$309K0.04%13F-HRTimeline
JMN Financial LLC1,834$308K0.31%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,827$307K0.01%+59513F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…1,803$303K0.01%+12913F-HRTimelineGroup
Marble Harbor Investment Counsel, LLC1,800$302K0.03%013F-HRTimeline
Heritage Family Offices, LLP1,785$300K0.14%013F-HRTimeline
KWB Wealth1,777$298K0.03%013F-HRTimeline
Fiduciary Alliance LLC1,777$298K0.02%new13F-HRTimeline
WESBANCO BANK INC1,776$298K0.01%-3613F-HRTimeline
Collaborative Wealth Managment Inc.1,760$296K0.1%-2513F-HRTimeline
BOK Financial Private Wealth, Inc.1,756$295K0.02%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …1,740$295K0.01%-6413F-HRTimelineGroup
Mill Creek Capital Advisors, LLC1,754$295K0.01%+113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,752$294K0.1%+6313F-HRTimelineGroup
COURIER CAPITAL LLC1,736$292K0.02%013F-HRTimeline
Headland Capital, LLC1,716$288K0.08%-1213F-HRTimeline
Mechanics Bank Trust Department1,704$286K0.04%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,693$284K0.01%-1513F-HRTimeline