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Disclosery

IUSG ISHARES TR

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ETF (fund)

746 managers (756 13F filers) reported a position in IUSG shares at 2025-03-31, 115,836,298 shares in all. 54 filers opened a position and 67 filers sold out during the quarter.

Managers
746
13F filers
756
New
54
Added
253
Reduced
265
Sold out
67
Shares held by filers
115,836,298

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Capital Analysts, LLCin group Capital Analysts, LLC1,279$163K0.01%013F-HRTimelineGroup
Acropolis Investment Management, LLC1,262$160K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,261$160K0.01%-3213F-HRTimelineGroup
Finley Financial, LLC1,180$153K0.09%013F-HRTimeline
Sachetta, LLC1,041$132K0.05%-913F-HRTimeline
Financial Network Wealth Advisors LLC1,014$129K0.17%013F-HRTimeline
First Horizon Advisors, Inc.1,001$127K<0.01%-18413F-HRTimeline
Collier Financial978$124K0.11%+12613F-HRTimeline
Larson Financial Group LLC949$121K0.01%+9513F-HRTimeline
Park Place Capital Corp935$119K0.03%+113F-HRTimeline
Addison Advisors LLC930$118K0.03%013F-HRTimeline
CoreCap Advisors, LLC876$111K<0.01%+25313F-HRTimeline
Jackson, Grant Investment Advisers, Inc.844$107K0.04%013F-HRTimeline
TSFG, LLC832$106K0.02%+113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp772$98.1K<0.01%-1013F-HRTimelineGroup
HHM Wealth Advisors, LLC731$92.9K0.01%+57613F-HRTimeline
GPS Wealth Strategies Group, LLC706$89.7K0.01%-11213F-HRTimeline
1 NORTH WEALTH SERVICES LLC650$82.6K0.04%-99413F-HRTimeline
Bank of New Hampshire650$82.6K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC587$81.8K0.01%013F-HRTimeline
NFSG Corp637$80.9K0.02%013F-HRTimeline
Stonebridge Financial Group, LLC629$80K0.01%+32613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners603$76.6K0.01%+113F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC598$76K<0.01%013F-HRTimeline
Sound Income Strategies, LLC566$71.9K<0.01%+21113F-HRTimeline
NorthRock Partners, LLC551$70K<0.01%+28513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC546$69.4K0.01%013F-HRTimelineGroup
Roxbury Financial LLC492$68.2K0.07%+113F-HRTimeline
BOKF, NAin group BOKF, NA535$68K<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC530$68K0.03%013F-HRTimeline
Founders Financial Alliance, LLC527$67K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.523$66K0.01%new13F-HRTimeline
Fairscale Capital, LLC519$66K0.06%013F-HRTimeline
Morton Brown Family Wealth, LLC471$59.9K0.02%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC457$58.1K0.03%013F-HRTimeline
Cornerstone Planning Group LLC463$57.4K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.451$57.3K0.06%-15013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/450$57.3K<0.01%+15013F-HRTimelineGroup
Signature Resources Capital Management,…450$57.2K0.05%-3313F-HRTimeline
Glen Eagle Advisors, LLC447$56.8K0.01%+9613F-HRTimeline
Pacific Center for Financial Services442$56.2K0.01%013F-HRTimeline
Robinswood Financial LLC434$55.2K0.02%-813F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC400$50.8K0.03%013F-HRTimeline
Activest Wealth Management396$50.3K0.01%013F-HRTimeline
Winch Advisory Services, LLC384$48.8K0.01%013F-HRTimeline
Pacifica Partners Inc.395$48.3K0.02%013F-HRTimeline
Flaharty Asset Management, LLC371$47.1K0.01%new13F-HRTimeline
Brooklyn Investment Group364$46.3K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…355$45.1K<0.01%-5313F-HRTimelineGroup
Hoese & Co LLP333$42.3K0.04%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC322$40.9K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust320$40.7K0.01%new13F-HRTimeline
Asset Dedication, LLC315$40K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC310$39.4K0.02%013F-HRTimeline
Nemes Rush Group LLC310$39.4K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC306$38.9K0.04%+26813F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.290$36.9K0.03%new13F-HRTimeline
GAMMA Investing LLC289$36.7K<0.01%013F-HR/ATimeline
LRI Investments, LLC289$36.7K<0.01%013F-HRTimeline
PSI Advisors, LLC287$36.5K0.01%-56913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC284$36.1K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC278$35.3K0.01%+1313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…277$35.2K0.01%+11213F-HRTimeline
FAS Wealth Partners, Inc.268$34.1K<0.01%013F-HRTimeline
MATHER GROUP, LLC.265$33.7K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.263$33.4K0.01%+113F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC250$31.8K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc250$31.8K<0.01%013F-HRTimeline
Breakwater Investment Management245$31.1K0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC244$31K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC228$29K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC211$26.8K<0.01%013F-HRTimeline
Noble Wealth Management PBC210$26.7K0.02%-3313F-HRTimeline
Abound Wealth Management199$25.3K0.01%-11413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC193$24.5K0.01%013F-HRTimeline
von Borstel & Associates, Inc.195$24K0.01%new13F-HRTimeline
Mechanics Financial Corp179$22.7K0.01%013F-HRTimeline
Bogart Wealth, LLC178$22.6K<0.01%013F-HRTimeline
Atala Financial Inc178$22.6K0.02%013F-HRTimeline
Archer Investment Corp176$22.4K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp174$22.1K0.02%013F-HRTimeline
IAG Wealth Partners, LLC169$21.5K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC167$21.2K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…165$21K0.01%013F-HRTimeline
Realta Investment Advisors160$20.3K0.01%+13813F-HRTimeline
Bullock Wealth Management Group153$19.6K0.01%013F-HRTimeline
Global Wealth Strategies & Associates150$19.1K0.01%-17013F-HRTimeline
SITTNER & NELSON, LLC148$18.8K0.01%013F-HRTimeline
TD Capital Management LLC144$18.2K<0.01%+113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC141$17.9K<0.01%013F-HRTimelineGroup
AllSquare Wealth Management LLC139$17.7K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC134$17K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV131$16.6K<0.01%013F-HRTimeline
Family Manage LLC131$16.6K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.125$15.9K0.01%-12413F-HRTimeline
Clean Yield Group117$14.9K<0.01%-5013F-HRTimeline
Millstone Evans Group, LLC117$14.9K0.01%013F-HRTimeline
Crews Bank & Trust114$14.5K<0.01%+6313F-HRTimeline
WFA Asset Management Corp120$14.1K0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC112$14K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.107$13.6K0.01%013F-HRTimeline
Sherman Asset Management, Inc.106$13.5K0.01%new13F-HRTimeline
Peachtree Investment Partners, LLC106$13.5K0.01%+9113F-HRTimeline
Front Row Advisors LLC104$13.3K0.01%-3513F-HRTimeline
Citizens National Bank Trust Department103$13.1K<0.01%new13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI100$12.7K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC89$11.3K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC51$9.4K0.01%new13F-HRTimeline
Christopher J. Hasenberg, Inc72$9.23K<0.01%new13F-HRTimeline
TFC Financial Management, Inc.71$9.07K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC74$9K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC67$8.51K<0.01%013F-HRTimeline
FSC Wealth Advisors, LLC62$7.84K0.01%013F-HRTimeline
CITY HOLDING CO60$7.62K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.58$7.37K<0.01%013F-HRTimeline
Tidemark, LLC53$6.74K<0.01%-17513F-HRTimeline
Kiker Wealth Management, LLC51$6.48K<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC49$6.23K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC44$6K<0.01%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc42$5.85K<0.01%013F-HRTimeline
EPG Wealth Management LLC45$5.72K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.39$5.43K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.42$5.34K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC40$5.08K<0.01%-2,16513F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC36$4.58K<0.01%013F-HRTimeline
City State Bank30$3.81K<0.01%013F-HRTimeline
Integrity Financial Corp /WA28$3.56K<0.01%013F-HRTimeline
Rossby Financial, LCC26$3.35K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…24$3.05K<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division22$2.8K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$2.54K<0.01%013F-HRTimelineGroup
Glassman Wealth Services20$2.54K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC19$2.42K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC18$2.29K<0.01%13F-HRTimeline
Laurel Wealth Advisors LLC16$2.03K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC16$2K<0.01%013F-HRTimeline
Transce3nd, LLC8$1.02K<0.01%-18713F-HRTimeline
Copia Wealth Management8$1.02K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…4$1K<0.01%013F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV7$890<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN5$657<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC4$509<0.01%013F-HRTimeline
3Chopt Investment Partners, LLC2$254<0.01%new13F-HRTimeline
Red Tortoise LLC0$58<0.01%-2513F-HRTimelineAmount filed as zero, left out of ratios.
Pineridge Advisors LLC0$12<0.01%-2513F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-6,58413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.