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Disclosery

IUSG ISHARES TR

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ETF (fund)

786 managers (798 13F filers) reported a position in IUSG shares at 2025-06-30, 118,412,814 shares in all. 89 filers opened a position and 50 filers sold out during the quarter.

Managers
786
13F filers
798
New
89
Added
260
Reduced
248
Sold out
50
Shares held by filers
118,412,814

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BARRETT & COMPANY, INC.1,532$230K0.09%+113F-HRTimeline
DT Investment Partners, LLC1,528$230K0.02%013F-HRTimeline
SageView Advisory Group, LLC1,472$230K0.01%new13F-HRTimeline
Alteri Wealth LLC1,523$229K0.09%new13F-HRTimeline
EHRLICH FINANCIAL GROUP1,523$229K0.15%new13F-HRTimeline
Proficio Capital Partners LLC1,514$228K0.01%new13F-HRTimeline
Heritage Family Offices, LLP1,785$227K0.11%013F-HRTimeline
Blankinship & Foster, LLC1,504$226K0.05%new13F-HRTimeline
Csenge Advisory Group1,579$224K0.01%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,486$223K0.01%new13F-HRTimeline
AWM CAPITAL, LLC1,469$221K0.02%-33413F-HRTimeline
Community Financial Services Group, LLC1,462$220K0.04%new13F-HRTimeline
Capital Investment Advisors, LLC1,461$220K<0.01%new13F-HR/ATimeline
Richwood Investment Advisors, LLC1,460$220K0.18%new13F-HRTimeline
Keystone Financial Group, Inc.1,428$219K0.14%+213F-HRTimeline
Antonelli Financial Advisors, LLC1,454$219K0.16%new13F-HRTimeline
VSM Wealth Advisory, LLC1,453$219K0.07%+12613F-HRTimeline
MKT Advisors LLC1,465$218K0.09%new13F-HRTimeline
Avidian Wealth Enterprises, LLC1,442$217K0.01%-38013F-HRTimeline
Falcon Wealth Planning1,439$216K0.02%new13F-HRTimeline
Tortoise Investment Management, LLC1,438$216K0.02%013F-HRTimeline
GC Wealth Management RIA, LLC1,436$216K0.02%-1,43113F-HRTimeline
Sowell Financial Services LLC1,425$214K0.01%new13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,419$213K0.01%new13F-HRTimelineGroup
InTrack Investment Management Inc1,411$212K0.14%-48513F-HRTimeline
Ashton Thomas Private Wealth, LLC1,410$212K0.01%new13F-HRTimeline
TABLEAUX LLC1,395$210K0.12%new13F-HR/ATimeline
BALLAST ADVISORS LLC1,394$210K0.06%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,387$209K0.01%-1,86713F-HRTimeline
Fingerlakes Wealth Management, Inc.1,378$207K0.15%new13F-HRTimeline
INGALLS & SNYDER LLC1,370$206K0.01%new13F-HRTimeline
ABLE Financial Group, LLC1,362$205K0.05%new13F-HRTimeline
PENNINGTON PARTNERS & CO., LLC1,360$204K0.11%new13F-HRTimeline
Onyx Bridge Wealth Group LLC1,358$204K0.03%new13F-HRTimeline
Verity & Verity, LLC1,356$204K0.02%new13F-HRTimeline
Performance Wealth Partners, LLC1,355$204K0.01%new13F-HRTimeline
Acropolis Investment Management, LLC1,353$203K0.01%+9113F-HRTimeline
Cannon Wealth Management Services, LLC1,352$203K0.17%new13F-HRTimeline
Seneca Financial Advisors LLC1,348$203K0.08%new13F-HRTimeline
Dynamic Advisor Solutions LLC1,346$202K0.01%new13F-HRTimeline
Matthew Goff Investment Advisor, LLC1,345$202K0.04%new13F-HRTimeline
Redmond Asset Management, LLC1,342$202K0.05%new13F-HRTimeline
MRWM Advisors, LLC1,333$200K0.13%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,331$200K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,301$196K<0.01%-13013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,279$192K0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,232$185K0.01%-2913F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,210$182K0.01%+62313F-HRTimeline
Finley Financial, LLC1,180$177K0.09%013F-HRTimeline
Brooklyn Investment Group1,116$168K0.02%+75213F-HR/ATimeline
CoreCap Advisors, LLC1,063$160K0.01%+18713F-HRTimeline
Sachetta, LLC1,041$157K0.06%013F-HRTimeline
Financial Network Wealth Advisors LLC1,014$153K0.19%013F-HRTimeline
Larson Financial Group LLC1,011$152K0.01%+6213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,004$151K<0.01%-1,83413F-HRTimelineGroup
Qube Research & Technologies Ltd949$143K<0.01%-1,75713F-HRTimeline
Park Place Capital Corp936$140K0.03%+113F-HRTimeline
Dunhill Financial, LLC915$138K0.04%new13F-HRTimeline
Addison Advisors LLC895$135K0.03%-3513F-HRTimeline
Jackson, Grant Investment Advisers, Inc.844$127K0.05%013F-HRTimeline
TSFG, LLC832$125K0.02%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.809$122K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Family Manage LLC803$121K0.02%+67213F-HRTimeline
Headlands Technologies LLC777$117K0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp772$116K0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC769$116K<0.01%+17113F-HRTimeline
GPS Wealth Strategies Group, LLC752$113K0.01%+4613F-HRTimeline
HHM Wealth Advisors, LLC731$110K0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC650$97.8K0.04%013F-HRTimeline
Bank of New Hampshire650$97.8K0.02%013F-HRTimeline
NFSG Corp637$95.8K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners604$90.8K0.01%+113F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP597$89.8K0.01%new13F-HRTimeline
First Horizon Advisors, Inc.583$87.7K<0.01%-41813F-HRTimeline
Sound Income Strategies, LLC565$85K<0.01%-113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC546$82.1K0.02%013F-HRTimelineGroup
Fairscale Capital, LLC519$80.7K0.06%013F-HRTimeline
BOKF, NAin group BOKF, NA535$80.5K<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC530$79.7K0.03%013F-HRTimeline
LANARK FINANCIAL, INC.523$78K0.01%013F-HRTimeline
Abound Wealth Management519$78K0.02%+32013F-HRTimeline
Cornerstone Planning Group LLC463$71.5K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC471$70.8K0.02%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC457$68.8K0.04%013F-HRTimeline
Providence Capital Advisors, LLC456$68.6K0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.452$68K0.07%+113F-HRTimeline
Glen Eagle Advisors, LLC447$67.3K0.01%013F-HRTimeline
Pacific Center for Financial Services442$66.5K0.02%013F-HRTimeline
Robinswood Financial LLC434$65.4K0.02%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC400$60.2K0.04%013F-HRTimeline
Activest Wealth Management396$59.6K0.01%013F-HRTimeline
Roxbury Financial LLC388$58.4K0.06%-10413F-HRTimeline
Winch Advisory Services, LLC384$57.7K0.01%013F-HRTimeline
Bristlecone Advisors, LLC370$55.6K<0.01%new13F-HRTimeline
Nemes Rush Group LLC352$52.9K0.01%+4213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC345$51.9K<0.01%+2313F-HRTimeline
Hoese & Co LLP333$50.1K0.04%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…332$50K0.01%+5513F-HRTimeline
Parkside Financial Bank & Trust320$48.1K0.01%013F-HRTimeline
Asset Dedication, LLC315$47.4K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC310$46.6K0.02%013F-HRTimeline
Peachtree Investment Partners, LLC306$46K0.02%+20013F-HRTimeline
GAMMA Investing LLC289$43.5K<0.01%013F-HRTimeline
LRI Investments, LLC289$43.5K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC284$42.7K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.284$42.7K0.03%-613F-HRTimeline
Wood Tarver Financial Group, LLC281$42K0.01%+313F-HRTimeline
Bogart Wealth, LLC278$41.8K<0.01%+10013F-HRTimeline
Signature Resources Capital Management,…276$41.5K0.03%-17413F-HRTimeline
FAS Wealth Partners, Inc.268$40.4K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.263$39.6K0.02%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC250$37.6K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc250$37.6K<0.01%013F-HRTimeline
Breakwater Investment Management245$36.8K0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC244$36.7K0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC229$34.5K<0.01%new13F-HR/ATimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC211$31.7K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…206$31K<0.01%-14913F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC193$29K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC193$29K<0.01%+2613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/185$27.8K<0.01%-26513F-HR/ATimelineGroup
Murphy & Mullick Capital Management Corp174$27.1K0.02%013F-HRTimeline
Mechanics Financial Corp179$26.9K0.01%013F-HRTimeline
Archer Investment Corp176$26.5K0.01%013F-HRTimeline
IAG Wealth Partners, LLC169$25.4K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…165$24.8K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC156$23K<0.01%+8213F-HRTimeline
Bullock Wealth Management Group153$22.8K0.01%013F-HRTimeline
Global Wealth Strategies & Associates150$22.6K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.149$22.4K0.03%13F-HRTimeline
SITTNER & NELSON, LLC148$22.3K0.01%013F-HRTimeline
TD Capital Management LLC144$21.6K<0.01%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC141$21.2K<0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC141$21.2K<0.01%013F-HRTimelineGroup
AllSquare Wealth Management LLC139$20.9K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.132$19.9K0.01%new13F-HRTimeline
EASTERN BANK132$19.9K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV131$19.7K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC128$19.3K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.125$18.6K0.01%013F-HRTimeline
GoalVest Advisory LLC123$18.5K<0.01%new13F-HRTimeline
Clean Yield Group117$17.6K0.01%013F-HRTimeline
Millstone Evans Group, LLC117$17.6K0.01%013F-HRTimeline
Crews Bank & Trust114$17.1K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC112$17K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.107$16.1K0.01%013F-HRTimeline
Sherman Asset Management, Inc.106$15.9K0.01%013F-HRTimeline
Front Row Advisors LLC104$15.7K0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI100$15K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC89$13.4K<0.01%013F-HRTimeline
Strategic Wealth Investment Group, LLC88$13.2K0.02%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC86$12.9K0.01%13F-HRTimeline
Christopher J. Hasenberg, Inc72$10.8K<0.01%013F-HRTimeline
TFC Financial Management, Inc.71$10.7K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC69$10.4K<0.01%-45813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC67$10.1K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC67$10.1K<0.01%-6713F-HRTimeline
CITY HOLDING CO60$9.02K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.58$8.72K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS46$6.92K<0.01%new13F-HRTimelineGroup
EPG Wealth Management LLC45$6.77K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC40$6.02K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.39$5.43K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC36$5.41K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA31$4.66K<0.01%new13F-HRTimeline
City State Bank30$4.51K<0.01%013F-HRTimeline
Integrity Financial Corp /WA28$4.21K<0.01%013F-HRTimeline
Rossby Financial, LCC26$3.91K<0.01%013F-HRTimeline
Realta Investment Advisors22$3.31K<0.01%-13813F-HRTimeline
Private Wealth Asset Management, LLC22$3.31K<0.01%+413F-HRTimeline
Central Pacific Bank - Trust Division22$3.31K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$3.01K<0.01%013F-HRTimelineGroup
Glassman Wealth Services20$3.01K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC19$2.86K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…19$2.86K<0.01%-513F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC16$2K<0.01%013F-HRTimeline
HighMark Wealth Management LLC11$1.66K<0.01%new13F-HRTimeline
Kilter Group LLC8$1.24K<0.01%new13F-HRTimeline
Transce3nd, LLC8$1.2K<0.01%013F-HRTimeline
Copia Wealth Management8$1.2K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV7$1.05K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN5$777<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC4$602<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC3$451<0.01%new13F-HRTimeline
Red Tortoise LLC0$69<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.