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Disclosery

IUSG ISHARES TR

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ETF (fund)

812 managers (823 13F filers) reported a position in IUSG shares at 2025-09-30, 115,731,297 shares in all. 67 filers opened a position and 38 filers sold out during the quarter.

Managers
812
13F filers
823
New
67
Added
260
Reduced
258
Sold out
38
Shares held by filers
115,731,297

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Strategic Wealth Partners, Ltd.1,546$254K0.02%new13F-HRTimeline
Csenge Advisory Group1,545$254K0.01%-3413F-HRTimeline
Centerpoint Advisors, LLC1,533$252K0.08%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,691$252K0.02%013F-HRTimeline
DT Investment Partners, LLC1,528$251K0.02%013F-HRTimeline
Proficio Capital Partners LLC1,514$249K0.02%013F-HR/ATimeline
SILVER OAK SECURITIES, INCORPORATED1,507$248K0.02%new13F-HRTimeline
NorthRock Partners, LLC1,506$248K<0.01%new13F-HRTimeline
Blankinship & Foster, LLC1,504$247K0.05%013F-HRTimeline
Capital Investment Advisors, LLC1,497$246K<0.01%+3613F-HRTimeline
New England Private Wealth Advisors LLC1,495$246K0.03%+313F-HRTimeline
EHRLICH FINANCIAL GROUP1,493$246K0.15%-3013F-HRTimeline
Safeguard Investment Advisory Group, LLC1,492$246K0.06%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,486$245K0.01%013F-HRTimeline
Global Assets Advisory, LLC1,479$243K0.07%new13F-HRTimeline
AWM CAPITAL, LLC1,477$243K0.02%+813F-HRTimeline
Fingerlakes Wealth Management, Inc.1,474$242K0.16%+9613F-HRTimeline
MKT Advisors LLC1,465$242K0.09%013F-HRTimeline
Community Financial Services Group, LLC1,462$241K0.04%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,460$240K0.03%new13F-HRTimeline
Antonelli Financial Advisors, LLC1,454$239K0.16%013F-HRTimeline
VSM Wealth Advisory, LLC1,453$239K0.07%013F-HRTimeline
Avidian Wealth Enterprises, LLC1,444$238K0.01%+213F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,444$238K0.01%new13F-HRTimelineGroup
Falcon Wealth Planning1,439$237K0.02%013F-HRTimeline
Tortoise Investment Management, LLC1,438$237K0.02%013F-HRTimeline
Keystone Financial Group, Inc.1,430$235K0.13%+213F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,419$233K0.01%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC1,414$233K0.01%+6813F-HRTimeline
InTrack Investment Management Inc1,411$232K0.14%013F-HRTimeline
Qube Research & Technologies Ltd1,408$232K<0.01%+45913F-HRTimeline
New Harbor Financial Group, LLC1,400$230K0.05%new13F-HRTimeline
BALLAST ADVISORS LLC1,394$229K0.06%013F-HRTimeline
Focus Financial Network, Inc.1,379$227K0.01%new13F-HRTimeline
Retirement Planning Group, LLC1,365$225K0.01%new13F-HRTimeline
ABLE Financial Group, LLC1,362$224K0.05%013F-HRTimeline
Verity & Verity, LLC1,356$223K0.02%013F-HRTimeline
Performance Wealth Partners, LLC1,355$223K0.01%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…1,350$222K<0.01%-50813F-HRTimelineGroup
Seneca Financial Advisors LLC1,350$222K0.07%+213F-HRTimeline
Redmond Asset Management, LLC1,342$221K0.05%013F-HRTimeline
MRWM Advisors, LLC1,333$219K0.12%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,331$219K0.01%013F-HRTimeline
Visionary Horizons, LLC1,323$218K0.12%new13F-HRTimeline
Cannon Wealth Management Services, LLC1,322$217K0.16%-3013F-HRTimeline
Summit Financial Strategies, Inc.1,320$217K0.02%new13F-HRTimeline
Trexquant Investment LP1,319$217K<0.01%new13F-HRTimeline
Balboa Wealth Partners1,319$217K0.04%new13F-HRTimeline
Aptus Capital Advisors, LLC1,301$214K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,300$214K<0.01%new13F-HRTimelineGroup
Embree Financial Group1,290$212K0.03%new13F-HRTimeline
BLB&B Advisors, LLC1,289$212K0.01%new13F-HRTimeline
Clear Creek Financial Management, LLC1,288$212K0.02%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC1,285$211K0.01%-12513F-HRTimeline
WMG Financial Advisors, LLC1,274$210K0.07%new13F-HRTimeline
Three Magnolias Financial Advisors, LLC1,269$209K0.13%new13F-HRTimeline
Alteri Wealth LLC1,269$209K0.07%-25413F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.1,268$209K0.02%new13F-HRTimeline
O'Brien Greene & Co. Inc1,265$208K0.06%new13F-HRTimeline
Lakeshore Financial Planning, Inc.1,265$208K0.08%new13F-HRTimeline
PDS Planning, Inc1,261$207K0.01%new13F-HRTimeline
Cornerstone Wealth Group, LLC1,255$206K0.01%new13F-HRTimeline
CARRET ASSET MANAGEMENT, LLC1,252$206K0.02%new13F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC1,250$206K0.21%new13F-HRTimeline
Acropolis Investment Management, LLC1,353$203K0.01%013F-HRTimeline
Investment Advisory Group, LLC1,233$203K0.06%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,232$203K0.01%013F-HRTimelineGroup
PKS Advisory Services, LLC1,230$202K0.04%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC1,218$200K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,211$199K0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,205$198K<0.01%+20113F-HRTimelineGroup
Finley Financial, LLC1,180$194K0.09%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,157$190K0.01%-12213F-HRTimelineGroup
Sachetta, LLC1,041$171K0.06%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,016$167K<0.01%+20713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Network Wealth Advisors LLC1,014$167K0.18%013F-HRTimeline
Park Place Capital Corp938$154K0.03%+213F-HRTimeline
Dunhill Financial, LLC915$151K0.04%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.844$139K0.05%013F-HRTimeline
Palisade Asset Management, LLC840$138K0.01%new13F-HRTimeline
TSFG, LLC832$137K0.02%013F-HRTimeline
Addison Advisors LLC825$136K0.03%-7013F-HRTimeline
Parkside Financial Bank & Trust816$134K0.01%+49613F-HRTimeline
Family Manage LLC803$132K0.02%013F-HRTimeline
American Wealth Advisors, LLC791$130K0.13%13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp762$125K0.01%-1013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC748$124K<0.01%-2113F-HRTimeline
GPS Wealth Strategies Group, LLC742$122K0.01%-1013F-HRTimeline
HHM Wealth Advisors, LLC731$120K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC700$115K0.01%-1,04513F-HRTimeline
1 NORTH WEALTH SERVICES LLC650$107K0.04%013F-HRTimeline
Bank of New Hampshire650$107K0.02%013F-HRTimeline
NFSG Corp637$105K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners605$99.5K0.01%+113F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP597$98.2K0.01%013F-HRTimeline
Founders Financial Alliance, LLC597$98.2K0.02%+52813F-HRTimeline
Glen Eagle Advisors, LLC590$97.1K0.01%+14313F-HRTimeline
FIRST HORIZON CORP583$95.9K<0.01%13F-HRTimeline
BOKF, NAin group BOKF, NA535$88K<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC530$87.2K0.03%013F-HRTimeline
Fairscale Capital, LLC519$85.4K0.06%013F-HRTimeline
Abound Wealth Management519$85.3K0.02%013F-HRTimeline
Longview Financial Advisors LLC515$84.7K0.05%new13F-HRTimeline
Cornerstone Planning Group LLC463$78.4K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC471$77.5K0.02%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC457$75.3K0.04%013F-HRTimeline
Pacific Center for Financial Services442$72.7K0.02%013F-HRTimeline
Quest 10 Wealth Builders, Inc.440$72.4K0.07%-1213F-HRTimeline
FINANCIAL CONSULATE, INC438$72.1K0.01%new13F-HRTimeline
Robinswood Financial LLC426$70.1K0.02%-813F-HRTimeline
Providence Capital Advisors, LLC415$68.3K0.01%-4113F-HRTimeline
GGM Financial LLC414$68.1K0.03%new13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC400$65.8K0.03%013F-HRTimeline
Activest Wealth Management396$65.2K0.01%013F-HRTimeline
Roxbury Financial LLC389$63.9K0.06%+113F-HRTimeline
LANARK FINANCIAL, INC.385$63.3K<0.01%-13813F-HRTimeline
Winch Advisory Services, LLC384$63.2K0.01%013F-HRTimeline
Nemes Rush Group LLC352$57.9K0.01%013F-HRTimeline
Hoese & Co LLP333$54.8K0.04%013F-HRTimeline
MATHER GROUP, LLC.323$53.1K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC322$53K<0.01%-2313F-HRTimeline
Asset Dedication, LLC311$51.2K<0.01%-413F-HRTimeline
Game Plan Financial Advisors, LLC310$51K0.02%013F-HRTimeline
Peachtree Investment Partners, LLC306$50.3K0.02%013F-HRTimeline
GAMMA Investing LLC289$47.6K<0.01%013F-HRTimeline
LRI Investments, LLC289$47.6K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC284$46.7K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.284$46.7K0.03%013F-HRTimeline
Bogart Wealth, LLC278$45.7K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.269$44.2K<0.01%+113F-HRTimeline
Vermillion Wealth Management, Inc.264$43.4K0.01%+113F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC250$41.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc250$41.1K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC250$41.1K0.01%-29613F-HRTimelineGroup
Breakwater Investment Management245$40.3K0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC244$40.1K0.01%013F-HRTimeline
Signature Resources Capital Management,…242$39.8K0.02%-3413F-HRTimeline
Global Wealth Strategies & Associates231$38K0.01%+8113F-HRTimeline
QUADRANT CAPITAL GROUP LLC228$37.5K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.228$37.5K0.04%+7913F-HR/ATimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC211$34.7K<0.01%013F-HRTimeline
Sound Income Strategies, LLC198$32.9K<0.01%-36713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV197$32.4K<0.01%+6613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC193$31.8K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…191$31.4K<0.01%-1513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/185$30.4K<0.01%013F-HRTimelineGroup
Mechanics Financial Corp179$29.5K0.01%013F-HRTimeline
Archer Investment Corp176$29K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp174$28.6K0.02%013F-HRTimeline
Noble Wealth Management PBC170$28K0.01%13F-HRTimeline
IAG Wealth Partners, LLC169$27.8K<0.01%013F-HRTimeline
Financial Life Planners165$27.2K0.02%new13F-HRTimeline
Atlantic Edge Private Wealth Management…165$27.1K0.01%013F-HRTimeline
Bullock Wealth Management Group153$25.3K0.01%013F-HRTimeline
Imprint Wealth LLC149$24.5K0.08%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC145$23.9K<0.01%new13F-HRTimeline
TD Capital Management LLC144$23.7K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC141$23.2K<0.01%013F-HRTimelineGroup
New Republic Capital, LLC140$23K0.01%new13F-HRTimeline
AllSquare Wealth Management LLC139$22.9K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.132$21.7K0.01%013F-HRTimeline
GoalVest Advisory LLC123$20.2K<0.01%013F-HRTimeline
Millstone Evans Group, LLC117$19.3K0.01%013F-HRTimeline
Crews Bank & Trust114$18.8K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC112$18K<0.01%013F-HRTimeline
REAP Financial Group, LLC109$17.9K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.107$17.6K0.01%013F-HRTimeline
Sherman Asset Management, Inc.106$17.4K0.02%013F-HRTimeline
Front Row Advisors LLC104$17.2K0.01%013F-HRTimeline
Decker Retirement Planning Inc.103$16.9K0.01%new13F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI100$16.5K<0.01%013F-HRTimeline
Larson Financial Group LLC93$15.2K<0.01%-91813F-HRTimeline
Plante Moran Financial Advisors, LLC89$14.6K<0.01%013F-HRTimeline
Root Financial Partners, LLC88$14.5K<0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC86$14.2K0.01%013F-HRTimeline
Cloud Capital Management, LLC74$12K0.01%new13F-HRTimeline
EASTERN BANK72$11.8K<0.01%-6013F-HRTimeline
TFC Financial Management, Inc.71$11.8K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC67$11K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC66$10.9K<0.01%-113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…63$10.4K<0.01%new13F-HRTimelineGroup
CITY HOLDING CO60$9.87K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank55$9.05K<0.01%new13F-HRTimelineGroup
Pathway Financial Advisers, LLC50$8.13K<0.01%new13F-HRTimeline
EPG Wealth Management LLC45$7.4K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC40$6.58K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.38$6.25K<0.01%-2013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC36$5.92K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.39$5.43K<0.01%013F-HRTimeline
Rice Partnership, LLC31$5.1K<0.01%new13F-HRTimeline
City State Bank30$4.94K<0.01%013F-HRTimeline
Integrity Financial Corp /WA28$4.61K<0.01%013F-HRTimeline
Rossby Financial, LCC26$4.3K<0.01%013F-HRTimeline
Realta Investment Advisors22$3.62K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC22$3.62K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division22$3.62K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$3.29K<0.01%013F-HRTimelineGroup
Glassman Wealth Services20$3.29K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…19$3.13K<0.01%013F-HRTimelineGroup
Midwest Capital Advisors, LLC18$2.97K<0.01%+1513F-HRTimeline