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Disclosery

IUSG ISHARES TR

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ETF (fund)

767 managers (777 13F filers) reported a position in IUSG shares at 2024-12-31, 113,799,287 shares in all. 63 filers opened a position and 34 filers sold out during the quarter.

Managers
767
13F filers
777
New
63
Added
233
Reduced
233
Sold out
34
Shares held by filers
113,799,287

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
GWN SECURITIES INC.1,489$209K0.06%13F-HRTimeline
Sage Mountain Advisors LLC1,495$208K0.02%+1513F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.1,487$207K0.02%new13F-HRTimeline
TrinityPoint Wealth, LLC1,487$207K0.03%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,486$207K0.01%new13F-HRTimeline
TABLEAUX LLC1,470$205K0.17%13F-HRTimeline
SageView Advisory Group, LLC1,468$205K0.01%-52313F-HRTimeline
Community Financial Services Group, LLC1,462$204K0.04%new13F-HRTimeline
Richwood Investment Advisors, LLC1,460$203K0.17%new13F-HRTimeline
Antonelli Financial Advisors, LLC1,454$203K0.17%13F-HRTimeline
COURIER CAPITAL LLC1,448$202K0.01%new13F-HRTimeline
Tortoise Investment Management, LLC1,438$200K0.02%013F-HR/ATimeline
Keystone Financial Group, Inc.1,424$198K0.16%13F-HRTimeline
BALLAST ADVISORS LLC1,394$194K0.06%013F-HRTimeline
Aptus Capital Advisors, LLC1,390$194K<0.01%+53713F-HRTimeline
VSM Wealth Advisory, LLC1,327$185K0.07%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,293$180K0.01%+6113F-HRTimelineGroup
FLP Wealth Management, LLC1,283$179K0.46%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,279$178K0.01%-1513F-HRTimelineGroup
Acropolis Investment Management, LLC1,262$176K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,218$170K0.01%013F-HRTimeline
Finley Financial, LLC1,180$167K0.09%13F-HRTimeline
First Horizon Advisors, Inc.1,185$165K<0.01%+4113F-HRTimeline
Sanctuary Wealth Management, L.L.C.1,080$150K0.1%013F-HRTimeline
Sachetta, LLC1,050$146K0.06%-11013F-HRTimeline
Financial Network Wealth Advisors LLC1,014$141K0.26%013F-HRTimeline
Park Place Capital Corp934$130K0.04%+213F-HRTimeline
Addison Advisors LLC930$130K0.04%013F-HRTimeline
MITCHELL SINKLER & STARR/PA920$128K0.03%013F-HRTimeline
PSI Advisors, LLC856$119K0.04%-2913F-HRTimeline
Larson Financial Group LLC854$119K0.01%+14413F-HRTimeline
Collier Financial852$119K0.11%13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.844$118K0.05%013F-HRTimeline
TSFG, LLC831$116K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC818$114K0.01%+29713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp782$109K0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.737$103K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bank of New Hampshire650$90.6K0.02%013F-HRTimeline
NFSG Corp637$88.7K0.02%new13F-HRTimeline
CoreCap Advisors, LLC623$86.8K<0.01%+34713F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners602$83.9K0.01%+113F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.601$83.7K0.08%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC598$83.3K<0.01%013F-HRTimeline
Empowered Funds, LLC595$82.9K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC587$81.8K0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC546$76.1K0.02%013F-HRTimelineGroup
BOKF, NAin group BOKF, NA535$74.1K<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC530$73.9K0.03%013F-HRTimeline
Founders Financial Alliance, LLC527$73.4K0.02%+113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…516$72.5K0.03%013F-HRTimeline
Fairscale Capital, LLC519$72.3K0.06%013F-HRTimeline
Roxbury Financial LLC491$68.3K0.07%13F-HRTimeline
Signature Resources Capital Management,…483$67.3K0.06%013F-HRTimeline
Morton Brown Family Wealth, LLC471$65.6K0.02%013F-HRTimeline
Cornerstone Planning Group LLC463$65.2K0.02%013F-HRTimeline
Element Wealth, LLC459$64K0.03%+2013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC457$63.7K0.03%013F-HRTimeline
Pacific Center for Financial Services442$61.6K0.02%013F-HRTimeline
Robinswood Financial LLC442$61.6K0.02%-1813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…408$56.9K<0.01%-2113F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC400$55.7K0.03%013F-HRTimeline
Activest Wealth Management396$55.2K0.02%013F-HRTimeline
Pacifica Partners Inc.395$55K0.02%013F-HRTimeline
Winch Advisory Services, LLC384$53.5K0.01%013F-HRTimeline
Brooklyn Investment Group364$50.7K0.02%new13F-HRTimeline
Sound Income Strategies, LLC355$49.5K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC351$48.9K0.01%013F-HRTimeline
Hoese & Co LLP333$46.4K0.04%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC322$44.9K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates320$44.6K0.01%+17013F-HRTimeline
Asset Dedication, LLC315$43.9K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.315$43.9K0.02%+113F-HRTimeline
Abound Wealth Management313$43.6K0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC310$43.3K0.02%013F-HRTimeline
Nemes Rush Group LLC310$43.2K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC303$42.2K<0.01%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/300$41.8K<0.01%+1513F-HRTimelineGroup
Cape Investment Advisory, Inc.293$40.8K0.02%new13F-HRTimeline
Castleview Partners, LLC290$40.4K0.02%013F-HR/ATimeline
GAMMA Investing LLC289$40.3K<0.01%013F-HRTimeline
LRI Investments, LLC289$40.3K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC284$39.6K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.268$37.3K<0.01%+113F-HRTimeline
NorthRock Partners, LLC266$37.1K<0.01%-14413F-HR/ATimeline
MATHER GROUP, LLC.265$36.9K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.262$36.6K0.02%13F-HRTimeline
Wood Tarver Financial Group, LLC265$36K0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.249$35.6K0.02%13F-HRTimeline
Venturi Wealth Management, LLC252$35.1K<0.01%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC250$34.8K<0.01%+19013F-HRTimeline
AdvisorNet Financial, Inc250$34.8K<0.01%013F-HRTimeline
Breakwater Investment Management245$34.1K0.01%013F-HR/ATimeline
Jackson Hole Capital Partners, LLC244$34K0.01%013F-HRTimeline
Noble Wealth Management PBC243$33.9K0.02%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC228$31.8K<0.01%013F-HRTimeline
Tidemark, LLC228$31.8K0.01%+113F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC211$29.4K<0.01%013F-HRTimeline
Transce3nd, LLC195$27.2K0.01%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC193$26.9K<0.01%013F-HRTimeline
Mechanics Financial Corp179$24.9K0.01%013F-HRTimeline
Bogart Wealth, LLC178$24.8K<0.01%013F-HRTimeline
Atala Financial Inc178$24.8K0.02%13F-HRTimeline
Archer Investment Corp176$24.5K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp174$24.2K0.02%13F-HRTimeline
IAG Wealth Partners, LLC169$23.6K<0.01%013F-HRTimeline
Clean Yield Group167$23.3K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC167$23.3K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…165$23K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…165$23K<0.01%013F-HRTimeline
Financial Life Planners165$22.9K0.02%13F-HRTimeline
HHM Wealth Advisors, LLC155$21.6K<0.01%013F-HRTimeline
Bullock Wealth Management Group153$21.3K0.01%013F-HRTimeline
SITTNER & NELSON, LLC148$20.6K0.01%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC145$20.2K0.01%013F-HRTimeline
TD Capital Management LLC143$20K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC141$19.6K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC139$19.4K0.01%013F-HRTimeline
AllSquare Wealth Management LLC139$19.4K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV131$18.3K<0.01%-8113F-HRTimeline
Family Manage LLC131$18.3K<0.01%013F-HRTimeline
Millstone Evans Group, LLC117$16.3K0.01%13F-HRTimeline
Capital Advisors, Ltd. LLC112$16K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.107$14.9K0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI100$13.9K<0.01%013F-HRTimeline
Sugar Maple Asset Management, LLC100$13.9K0.01%new13F-HRTimeline
WR Wealth Planners, LLC93$13K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC89$12.4K<0.01%-32513F-HRTimeline
Householder Group Estate & Retirement S…87$12K0.01%-1,64813F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC86$12K0.01%13F-HRTimeline
Reyes Financial Architecture, Inc.78$10.9K0.01%13F-HRTimeline
CAPITAL & PLANNING, LLC73$10.2K0.01%13F-HRTimeline
TFC Financial Management, Inc.71$9.95K<0.01%013F-HRTimeline
TRUST CO OF VERMONT67$9.34K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC67$9.34K<0.01%013F-HRTimeline
FSC Wealth Advisors, LLC62$8.59K0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS61$8.5K<0.01%+1713F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.58$8.08K<0.01%013F-HRTimeline
Crews Bank & Trust51$7.11K<0.01%13F-HRTimeline
Pathway Financial Advisers, LLC50$6.85K<0.01%+113F-HRTimeline
Hexagon Capital Partners LLC49$6.83K<0.01%new13F-HRTimeline
EPG Wealth Management LLC45$6.27K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc42$5.85K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEST PACES ADVISORS INC.42$5.85K<0.01%new13F-HRTimeline
PROFFITT & GOODSON INC41$5.71K<0.01%new13F-HRTimeline
Prudent Man Investment Management, Inc.39$5.43K<0.01%13F-HRTimeline
Capital A Wealth Management, LLC38$5.29K0.01%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC36$5.02K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…31$4.32K<0.01%+1713F-HRTimelineGroup
City State Bank30$4.18K<0.01%013F-HRTimeline
Integrity Financial Corp /WA28$3.9K<0.01%013F-HRTimeline
Red Tortoise LLC25$3.55K<0.01%new13F-HRTimeline
Pineridge Advisors LLC25$3.49K<0.01%-19513F-HRTimeline
Legacy Investment Solutions, LLC24$3.44K<0.01%-5013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…24$3.44K<0.01%-5013F-HRTimelineGroup
Realta Investment Advisors22$3.12K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division22$3.07K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$2.79K<0.01%013F-HRTimelineGroup
Glassman Wealth Services20$2.79K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC16$2.23K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC15$2.09K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC16$2K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4$1K<0.01%013F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV7$975<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN5$720<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC4$558<0.01%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC2$279<0.01%new13F-HRTimeline
Legacy Financial Group LLC469,146$65.4B-23,84713F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.