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Disclosery

IUSG ISHARES TR

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ETF (fund)

918 managers (933 13F filers) reported a position in IUSG shares at 2026-06-30, 136,840,787 shares in all. 106 filers opened a position and 42 filers sold out during the quarter.

Managers
918
13F filers
933
New
106
Added
318
Reduced
267
Sold out
42
Shares held by filers
136,840,787

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Storgate, LLC1,771$333K0.07%new13F-HRTimeline
Avantax Planning Partners, Inc.1,761$331K0.01%-5013F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,741$327K0.01%-12313F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS1,747$327K0.03%new13F-HRTimeline
Modern Wealth Management, LLC1,736$326K<0.01%-24513F-HRTimeline
GTS SECURITIES LLC1,733$326K0.01%new13F-HRTimeline
COURIER CAPITAL LLC1,731$326K0.02%013F-HRTimeline
AlphaCore Capital LLC1,721$324K0.01%013F-HRTimeline
OPINICUS CAPITAL, INC.1,720$324K0.17%-3113F-HRTimeline
Fingerlakes Wealth Management, Inc.1,698$319K0.17%+22013F-HRTimeline
Colonial River Investments, LLC1,696$319K0.09%-58813F-HRTimeline
Range Advisory, LLC1,696$319K0.04%new13F-HRTimeline
Altiora Financial Group, LLC1,695$319K0.05%-13613F-HRTimeline
Braeburn Wealth Management LLC1,695$319K0.14%+2413F-HRTimeline
Csenge Advisory Group1,690$318K0.01%+18113F-HRTimeline
Avidian Wealth Enterprises, LLC1,687$317K0.01%+26113F-HRTimeline
Stonebrook Private Inc.1,687$317K0.06%-1813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,683$317K0.1%+4113F-HRTimelineGroup
Aptus Capital Advisors, LLC1,677$315K<0.01%+21813F-HRTimeline
Revolve Wealth Partners, LLC1,668$314K0.03%-1613F-HRTimeline
KWB Wealth1,665$313K0.03%-11213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,663$313K0.01%-3013F-HRTimeline
MCF Advisors LLC1,659$312K0.01%new13F-HRTimeline
Forefront Wealth Partners, LLC1,653$311K0.1%+1513F-HRTimeline
Acropolis Investment Management, LLC1,642$309K0.01%+38013F-HR/ATimeline
First National Bank of Hutchinson1,640$308K0.17%013F-HRTimeline
Castle Rock Wealth Management, LLC1,638$307K0.06%+213F-HRTimeline
Elevation Wealth Management LLC1,629$306K0.23%-813F-HRTimeline
BARRETT & COMPANY, INC.1,624$305K0.09%+2113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …1,623$305K<0.01%-2313F-HRTimelineGroup
SPWM Advisors LLC1,652$304K0.28%+213F-HRTimeline
OAK RIDGE INVESTMENTS LLC1,609$303K0.02%-12,18213F-HRTimeline
Kelman-Lazarov, Inc.1,601$301K0.04%+213F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,600$301K0.01%013F-HRTimeline
MainStreet Investment Advisors LLC1,600$301K0.04%013F-HRTimeline
Global Assets Advisory, LLC1,602$301K0.07%new13F-HRTimeline
BANK OZK1,582$298K0.09%-13813F-HRTimeline
Horst & Graben Wealth Management LLC1,579$296K0.04%013F-HRTimeline
SteelPeak Wealth, LLC1,565$294K0.01%+113F-HRTimeline
Coastal Bridge Advisors, LLC1,563$294K0.02%013F-HRTimeline
Regal Investment Advisors LLC1,562$294K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,559$293K<0.01%+14713F-HRTimelineGroup
Strategic Wealth Partners, Ltd.1,545$291K0.02%+213F-HRTimeline
Peak Retirement Planning, Inc.1,540$290K0.05%+213F-HRTimeline
Summit Trail Advisors, LLC1,533$288K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC1,533$288K0.08%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,531$288K0.01%-1,56113F-HRTimelineGroup
MTM Investment Management, LLC1,530$288K0.08%013F-HRTimeline
DT Investment Partners, LLC1,528$287K0.02%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,528$287K0.04%013F-HRTimeline
AWM CAPITAL, LLC1,525$287K0.02%+4413F-HRTimeline
Legacy Advisors, LLC1,521$286K0.03%new13F-HRTimeline
Falcon Wealth Planning1,517$285K0.02%013F-HRTimeline
Proficio Capital Partners LLC1,514$285K0.01%013F-HRTimeline
Bernardo Wealth Planning LLC1,512$284K0.05%013F-HRTimeline
Godfrey Financial Associates, Inc.1,512$284K0.22%+2213F-HRTimeline
Blankinship & Foster, LLC1,504$283K0.06%013F-HRTimeline
Convergence Financial, LLC1,503$283K0.02%+2213F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,493$281K0.05%new13F-HR/ATimeline
ALONGSIDE, LLC1,493$281K0.05%13F-HRTimeline
Capital Investment Advisors, LLC1,488$280K<0.01%+7813F-HRTimeline
Belvedere Trading LLC1,479$278K0.02%-51113F-HRTimeline
Invst, LLC1,472$277K0.03%013F-HRTimeline
Benchmark Financial, LLC1,465$276K0.22%013F-HRTimeline
Antonelli Financial Advisors, LLC1,454$274K0.19%013F-HRTimeline
MKT Advisors LLC1,465$273K0.08%013F-HRTimeline
New England Private Wealth Advisors LLC1,501$273K0.03%+213F-HRTimeline
Pure Financial Advisors, LLC1,441$271K<0.01%-4313F-HRTimeline
Tortoise Investment Management, LLC1,438$270K0.02%013F-HRTimeline
Keystone Financial Group, Inc.1,436$270K0.14%+213F-HRTimeline
Main Street Research LLC1,435$270K0.01%new13F-HRTimeline
Basecamp Wealth Advisors LLC1,432$269K0.05%013F-HRTimeline
SageView Advisory Group, LLC1,431$269K0.01%+213F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,419$267K0.01%013F-HRTimelineGroup
EHRLICH FINANCIAL GROUP1,418$267K0.14%-7213F-HRTimeline
InTrack Investment Management Inc1,411$265K0.13%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,411$265K0.01%-1,20213F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.1,407$265K0.01%-54513F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…1,400$263K0.01%-10513F-HRTimeline
Unified Investment Management1,400$263K0.25%013F-HRTimeline
BALLAST ADVISORS LLC1,394$262K0.06%013F-HRTimeline
Performance Wealth Partners, LLC1,389$261K0.01%+3413F-HRTimeline
SAX WEALTH ADVISORS, LLC1,671$259K0.01%new13F-HRTimeline
PINNACLE ASSOCIATES LTD1,373$258K<0.01%+113F-HRTimeline
Fisher Asset Management, LLC1,368$257K<0.01%-1,01813F-HRTimeline
CENTAURUS FINANCIAL, INC.1,367$257K0.01%013F-HRTimeline
First National Trust Co1,366$257K0.01%new13F-HRTimeline
Clark Asset Management, LLC1,364$257K0.02%new13F-HRTimeline
Verity & Verity, LLC1,356$255K0.02%013F-HRTimeline
Seneca Financial Advisors LLC1,355$255K0.07%+213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT1,352$254K<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC1,350$254K0.2%013F-HR/ATimeline
Redmond Asset Management, LLC1,342$252K0.06%013F-HRTimeline
HANCOCK WHITNEY CORP1,341$252K<0.01%new13F-HRTimeline
Investment Advisory Group, LLC1,338$252K0.05%+4513F-HRTimeline
Balboa Wealth Partners1,333$251K0.03%+1413F-HRTimeline
ABOUND FINANCIAL, LLC1,327$250K0.1%-3113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,318$248K0.09%+20913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,307$246K<0.01%013F-HRTimelineGroup
Joule Financial, LLC1,301$245K0.07%-28513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,300$245K<0.01%-237,70013F-HRTimelineGroup
Embree Financial Group1,290$243K0.02%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,290$243K<0.01%-15813F-HRTimelineGroup
DB&C Advisors, LLC1,281$241K0.26%-5613F-HRTimeline
Vigil Wealth Management, LLC1,275$240K0.17%new13F-HRTimeline
WMG Financial Advisors, LLC1,274$240K0.09%new13F-HRTimeline
PKS Advisory Services, LLC1,268$239K0.04%new13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.1,268$238K0.03%new13F-HRTimeline
Lakeshore Financial Planning, Inc.1,265$238K0.08%new13F-HRTimeline
PDS Planning, Inc1,261$237K0.01%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.1,259$237K0.01%new13F-HRTimeline
Cornerstone Wealth Group, LLC1,255$236K0.01%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC1,252$235K0.02%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,257$235K0.01%+11513F-HRTimeline
NorthRock Partners, LLC1,244$234K<0.01%new13F-HRTimeline
BOK Financial Private Wealth, Inc.1,241$233K0.01%013F-HRTimeline
Hamilton Capital, LLC1,231$232K0.01%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,226$231K<0.01%new13F-HRTimeline
Walkner Condon Financial Advisors LLC1,218$229K0.03%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,218$229K0.03%new13F-HRTimeline
Foguth Wealth Management, LLC.1,231$227K0.03%-11113F-HRTimeline
Pasadena Private Wealth, LLC1,200$226K0.03%new13F-HRTimeline
Zhang Financial LLC1,200$226K0.01%new13F-HRTimeline
COFG Advisors, LLC1,195$225K0.04%new13F-HRTimeline
Verum Partners LLC1,194$225K0.03%new13F-HRTimeline
Cannon Wealth Management Services, LLC1,192$224K0.12%new13F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC1,191$224K0.17%new13F-HRTimeline
Align Financial, LLC1,187$223K0.11%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,183$223K0.01%-96013F-HRTimelineGroup
Finley Financial, LLC1,180$222K0.09%013F-HRTimeline
Palacios Wealth Management, LLC1,180$222K0.13%013F-HRTimeline
BIP Wealth, LLC1,177$221K0.01%new13F-HRTimeline
Resurgent Financial Advisors LLC1,175$221K0.06%new13F-HRTimeline
Jacobi Capital Management LLC1,164$219K0.01%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,160$218K0.01%new13F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC1,159$218K0.01%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC1,156$217K0.01%new13F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC1,151$216K0.03%new13F-HRTimeline
Moss Adams Wealth Advisors LLC1,146$216K0.01%new13F-HRTimeline
Greenspring Advisors, LLC1,142$215K0.01%new13F-HRTimeline
BLB&B Advisors, LLC1,139$214K0.01%new13F-HRTimeline
Everstar Asset Management, LLC1,138$214K0.1%-16013F-HRTimeline
Evernest Financial Advisors, LLC1,133$213K0.04%013F-HRTimeline
Everhart Financial Group, Inc.1,131$213K0.01%new13F-HRTimeline
Beckerman Institutional, LLC1,130$212K0.1%new13F-HRTimeline
Alteri Wealth LLC1,129$212K0.06%new13F-HRTimeline
CGN Advisors LLC1,109$209K0.02%new13F-HRTimeline
Paradiem, LLC1,105$208K0.04%new13F-HRTimeline
Live Oak Investment Partners1,103$207K0.11%new13F-HRTimeline
O'Brien Greene & Co. Inc1,100$207K0.06%new13F-HRTimeline
Compound Planning, Inc.1,088$205K0.01%new13F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.1,087$204K0.01%new13F-HRTimeline
Visionary Horizons, LLC1,084$204K0.09%new13F-HRTimeline
TABLEAUX LLC1,083$204K0.09%-31213F-HRTimeline
Mesirow Financial Investment Management…1,074$202K<0.01%new13F-HRTimeline
Sachetta, LLC1,041$196K0.1%013F-HRTimeline
Operose Advisors LLC1,039$195K0.04%+21013F-HRTimeline
Financial Network Wealth Advisors LLC1,014$191K0.19%013F-HRTimeline
Dunhill Financial, LLC1,008$190K0.04%+9313F-HRTimeline
CoreCap Advisors, LLC1,005$189K0.01%-10013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC992$187K0.01%-21913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC985$185K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC978$184K<0.01%-5113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…968$182K<0.01%+14913F-HRTimelineGroup
SIMPLEX TRADING, LLC894$168K<0.01%+17113F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.875$165K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PlanVest Financial, Inc865$163K0.11%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.845$159K0.05%013F-HRTimeline
Vision Retirement, LLC842$158K0.04%+113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.837$157K<0.01%new13F-HRTimelineGroup
TSFG, LLC832$156K0.02%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC822$155K0.07%new13F-HRTimeline
Family Manage LLC803$151K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC766$144K0.01%+6713F-HRTimeline
Independence Bank of Kentucky750$141K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC749$139K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…711$134K0.02%+113F-HRTimeline
Parkside Financial Bank & Trust706$133K0.01%-10413F-HRTimeline
Sunrise Financial Services, LLC705$133K0.08%-10913F-HRTimeline
Synergy Investment Management, LLC695$131K0.03%-30713F-HRTimeline
Capital Investment Advisory Services, L…694$131K0.01%013F-HRTimeline
Manchester Capital Management LLC659$124K0.02%new13F-HRTimeline
Glen Eagle Advisors, LLC636$120K0.02%+13213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners607$114K0.01%new13F-HRTimelineGroup
FIRST HORIZON CORP583$110K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC558$105K0.01%-8013F-HRTimeline
Abound Wealth Management547$103K0.02%+1813F-HRTimeline
JNBA Financial Advisors542$102K0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA535$101K<0.01%-40013F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.533$100K0.02%+50413F-HRTimeline
FIRST UNITED BANK & TRUST520$97.8K0.03%new13F-HRTimeline
Longview Financial Advisors LLC515$96.9K0.05%013F-HRTimeline
Morton Brown Family Wealth, LLC471$88.6K0.02%013F-HRTimeline
Fairscale Capital, LLC458$86.1K0.05%013F-HRTimeline
Cornerstone Planning Group LLC463$86.1K0.01%013F-HRTimeline
Pacific Center for Financial Services442$83.1K0.02%013F-HRTimeline
FAS Wealth Partners, Inc.440$82.8K<0.01%-7013F-HRTimeline
Quest 10 Wealth Builders, Inc.440$82.8K0.06%013F-HRTimeline
FINANCIAL CONSULATE, INC438$82.4K0.01%013F-HRTimeline
Allied Private Wealth LLC442$82.3K0.05%13F-HRTimeline