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Disclosery

IUSG ISHARES TR

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ETF (fund)

870 managers (883 13F filers) reported a position in IUSG shares at 2025-12-31, 120,322,886 shares in all. 60 filers opened a position and 40 filers sold out during the quarter.

Managers
870
13F filers
883
New
60
Added
263
Reduced
283
Sold out
40
Shares held by filers
120,322,886

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Stonebrook Private Inc.1,687$283K0.06%013F-HRTimeline
AlphaCore Capital LLC1,681$282K0.01%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,678$282K<0.01%-66013F-HRTimeline
Braeburn Wealth Management LLC1,671$281K0.14%13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …1,653$278K<0.01%13F-HR/ATimelineGroup
Sowell Financial Services LLC1,650$277K0.01%+9913F-HRTimeline
SPWM Advisors LLC1,649$277K0.27%13F-HRTimeline
Elevation Wealth Management LLC1,642$276K0.26%13F-HRTimeline
First National Bank of Hutchinson1,640$275K0.16%-37713F-HRTimeline
Forefront Wealth Partners, LLC1,638$275K0.13%new13F-HRTimeline
Coastal Bridge Advisors, LLC1,623$273K0.02%+113F-HRTimeline
Castle Rock Wealth Management, LLC1,634$271K0.06%+213F-HRTimeline
ALONGSIDE, LLC1,613$271K0.09%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,600$269K0.01%013F-HRTimeline
MainStreet Investment Advisors LLC1,600$269K0.04%013F-HRTimeline
Kelman-Lazarov, Inc.1,597$268K0.04%+213F-HRTimeline
Evernest Financial Advisors, LLC1,596$268K0.06%new13F-HRTimeline
Horst & Graben Wealth Management LLC1,579$265K0.04%013F-HRTimeline
SteelPeak Wealth, LLC1,563$263K0.01%-4213F-HRTimeline
Regal Investment Advisors LLC1,562$262K0.02%new13F-HRTimeline
BARRETT & COMPANY, INC.1,553$261K0.09%+113F-HRTimeline
Strategic Wealth Partners, Ltd.1,542$259K0.02%-413F-HRTimeline
Sage Mountain Advisors LLC1,532$257K0.01%-4013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,531$257K0.02%-47113F-HRTimeline
Centerpoint Advisors, LLC1,533$257K0.08%013F-HRTimeline
MTM Investment Management, LLC1,530$257K0.08%+1,00013F-HRTimeline
DT Investment Partners, LLC1,528$257K0.02%013F-HRTimeline
BANK OZK1,527$256K0.09%-15213F-HRTimeline
Proficio Capital Partners LLC1,514$254K0.02%013F-HRTimeline
STAGE HARBOR FINANCIAL, LLC1,510$254K0.17%new13F-HRTimeline
Csenge Advisory Group1,509$253K0.01%-3613F-HRTimeline
Blankinship & Foster, LLC1,504$253K0.05%013F-HRTimeline
Titan Wealth (CI) Ltdin group Titan Investment Solutions Ltd1,500$252K0.1%13F-HRTimelineGroup
New England Private Wealth Advisors LLC1,497$251K0.03%+213F-HR/ATimeline
EHRLICH FINANCIAL GROUP1,490$250K0.14%-313F-HRTimeline
Godfrey Financial Associates, Inc.1,490$250K0.22%13F-HRTimeline
AWM CAPITAL, LLC1,479$249K0.02%+213F-HRTimeline
Global Assets Advisory, LLC1,479$248K0.07%013F-HRTimeline
Fingerlakes Wealth Management, Inc.1,476$248K0.16%+213F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,474$248K0.04%-11913F-HRTimeline
MKT Advisors LLC1,465$247K0.08%013F-HRTimeline
Benchmark Financial, LLC1,465$246K0.25%13F-HRTimeline
Community Financial Services Group, LLC1,462$246K0.05%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,461$245K0.03%+113F-HRTimeline
Aptus Capital Advisors, LLC1,458$245K<0.01%+15713F-HRTimeline
CVFG LLC1,456$245K0.17%-13013F-HRTimeline
VSM Wealth Advisory, LLC1,453$244K0.07%013F-HRTimeline
Antonelli Financial Advisors, LLC1,454$244K0.16%013F-HRTimeline
Convergence Financial, LLC1,447$243K0.04%-79513F-HRTimeline
Avidian Wealth Enterprises, LLC1,446$243K0.01%+213F-HRTimeline
Falcon Wealth Planning1,439$242K0.02%013F-HRTimeline
Tortoise Investment Management, LLC1,438$241K0.02%013F-HRTimeline
GC Wealth Management RIA, LLC1,436$241K0.01%-1,57113F-HRTimeline
Keystone Financial Group, Inc.1,433$241K0.13%+313F-HRTimeline
Retirement Planning Group, LLC1,428$240K0.01%+6313F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,419$238K0.01%013F-HRTimelineGroup
InTrack Investment Management Inc1,411$237K0.13%013F-HRTimeline
Capital Investment Advisors, LLC1,406$236K<0.01%-9113F-HRTimeline
Unified Investment Management1,400$235K0.24%-24013F-HRTimeline
Visionary Horizons, LLC1,399$235K0.12%+7613F-HRTimeline
Dynamic Advisor Solutions LLC1,395$234K0.01%-1913F-HRTimeline
TABLEAUX LLC1,395$234K0.17%-1,39513F-HR/ATimeline
BALLAST ADVISORS LLC1,394$234K0.06%013F-HRTimeline
SageView Advisory Group, LLC1,391$234K0.01%-16813F-HRTimeline
ABOUND FINANCIAL, LLC1,385$233K0.09%-17413F-HR/ATimeline
CENTAURUS FINANCIAL, INC.1,379$232K0.01%+4813F-HRTimeline
Brooklyn Investment Group1,367$232K0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,364$231K0.02%-14313F-HRTimeline
Cannon Wealth Management Services, LLC1,370$230K0.16%+4813F-HRTimeline
ABLE Financial Group, LLC1,362$229K0.05%013F-HRTimeline
Verity & Verity, LLC1,356$228K0.02%013F-HRTimeline
Performance Wealth Partners, LLC1,355$228K0.01%013F-HRTimeline
Seneca Financial Advisors LLC1,352$227K0.07%+213F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…1,350$227K<0.01%013F-HRTimelineGroup
Cornerstone Financial Management LLC1,350$227K0.21%13F-HR/ATimeline
Redmond Asset Management, LLC1,342$225K0.06%013F-HRTimeline
Legacy Advisors, LLC1,340$225K0.02%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.1,337$225K0.01%new13F-HRTimeline
DB&C Advisors, LLC1,335$224K0.28%13F-HRTimeline
Summit Financial Strategies, Inc.1,320$222K0.02%013F-HRTimeline
Balboa Wealth Partners1,319$222K0.04%013F-HRTimeline
Three Magnolias Financial Advisors, LLC1,313$220K0.14%+4413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,307$219K<0.01%-2,68713F-HRTimelineGroup
Embree Financial Group1,292$217K0.03%+213F-HRTimeline
Ashton Thomas Private Wealth, LLC1,285$216K0.01%013F-HRTimeline
McIlrath & Eck, LLC1,285$216K0.02%-37813F-HRTimeline
WMG Financial Advisors, LLC1,274$214K0.09%013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.1,268$213K0.02%013F-HRTimeline
Lakeshore Financial Planning, Inc.1,265$212K0.08%013F-HRTimeline
O'Brien Greene & Co. Inc1,265$212K0.06%013F-HRTimeline
Acropolis Investment Management, LLC1,262$212K0.01%-9113F-HRTimeline
PDS Planning, Inc1,261$212K0.01%013F-HRTimeline
Cornerstone Wealth Group, LLC1,255$211K0.01%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC1,252$210K0.02%013F-HRTimeline
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC1,251$210K0.19%+113F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,247$210K0.01%new13F-HRTimeline
Investment Advisory Group, LLC1,233$207K0.05%013F-HRTimeline
Belvedere Trading LLC1,226$206K0.04%new13F-HRTimeline
CoreCap Advisors, LLC1,225$206K0.01%-32213F-HRTimeline
NorthRock Partners, LLC1,223$205K<0.01%-28313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,220$205K0.01%-47113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,219$205K<0.01%-1,42813F-HRTimelineGroup
Vigil Wealth Management, LLC1,215$204K0.17%13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,214$204K0.01%new13F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC1,211$203K0.01%013F-HRTimeline
Pure Financial Advisors, LLC1,209$203K<0.01%new13F-HRTimeline
Align Financial, LLC202,704$203K0.15%13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC1,204$202K0.05%new13F-HRTimeline
Pasadena Private Wealth, LLC1,200$202K0.03%new13F-HRTimeline
Zhang Financial LLC1,200$202K0.01%new13F-HRTimeline
Verum Partners LLC1,194$201K0.04%new13F-HRTimeline
Miller Global Investments, LLC1,185$199K0.18%13F-HRTimeline
Finley Financial, LLC1,180$198K0.09%013F-HRTimeline
Sachetta, LLC1,041$175K0.1%013F-HRTimeline
Financial Network Wealth Advisors LLC1,014$170K0.18%013F-HRTimeline
True Wealth Design, LLC1,000$168K0.05%new13F-HRTimeline
Park Place Capital Corp939$158K0.03%+113F-HRTimeline
Dunhill Financial, LLC915$154K0.04%013F-HRTimeline
Independence Bank of Kentucky907$152K0.02%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.904$152K<0.01%-11213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Elyxium Wealth, LLC902$151K0.04%new13F-HRTimeline
Kingdom Financial Group LLC.878$147K0.05%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.845$142K0.05%+113F-HRTimeline
Vision Retirement, LLC840$141K0.04%13F-HRTimeline
TSFG, LLC832$140K0.02%013F-HRTimeline
Addison Advisors LLC825$139K0.03%013F-HRTimeline
Parkside Financial Bank & Trust810$136K0.01%-613F-HRTimeline
Family Manage LLC803$135K0.02%013F-HRTimeline
American Wealth Advisors, LLC792$133K0.13%+113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC748$127K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.743$125K0.05%new13F-HRTimeline
Sound Income Strategies, LLC735$124K0.01%+53713F-HRTimeline
HighMark Wealth Management LLC736$124K0.05%+72513F-HRTimeline
HHM Wealth Advisors, LLC731$123K0.01%013F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC726$122K0.02%-10,75513F-HRTimeline
Keating Financial Advisory Services, In…709$119K0.02%13F-HRTimeline
JFS WEALTH ADVISORS, LLC700$118K0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC650$109K0.04%013F-HRTimeline
Bank of New Hampshire650$109K0.02%013F-HRTimeline
NFSG Corp637$107K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners606$102K0.01%+113F-HRTimelineGroup
FIRST HORIZON CORP583$97.9K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC576$96.7K0.04%+56313F-HRTimeline
Fairscale Capital, LLC543$91.2K0.06%+2413F-HRTimeline
JNBA Financial Advisors542$91K0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA535$89.8K<0.01%013F-HRTimelineGroup
Abound Wealth Management519$87.1K0.02%013F-HRTimeline
Longview Financial Advisors LLC515$86.5K0.05%013F-HRTimeline
Glen Eagle Advisors, LLC503$84.5K0.01%-8713F-HRTimeline
Cornerstone Planning Group LLC463$79.4K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC471$79.1K0.02%013F-HRTimeline
Quest 10 Wealth Builders, Inc.440$73.9K0.07%013F-HRTimeline
FINANCIAL CONSULATE, INC438$73.6K0.01%013F-HRTimeline
Pacific Center for Financial Services442$72.7K0.02%013F-HRTimeline
Robinswood Financial LLC426$71.7K0.02%013F-HRTimeline
Providence Capital Advisors, LLC415$69.7K0.01%013F-HRTimeline
GGM Financial LLC415$69.6K0.03%+113F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC400$67.2K0.03%013F-HRTimeline
Activest Wealth Management396$66.5K0.01%013F-HRTimeline
Roxbury Financial LLC389$65.4K0.06%013F-HRTimeline
LANARK FINANCIAL, INC.385$64.7K<0.01%013F-HRTimeline
Winch Advisory Services, LLC384$64.5K0.01%013F-HRTimeline
Essential Partners LLC383$64.3K0.02%new13F-HRTimeline
Key Capital Management, INC355$59.6K0.06%13F-HRTimeline
Nemes Rush Group LLC352$59.1K0.01%013F-HRTimeline
Hoese & Co LLP333$55.9K0.04%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC322$54.1K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC310$52.1K0.02%013F-HRTimeline
Asset Dedication, LLC309$51.9K<0.01%-213F-HRTimeline
Peachtree Investment Partners, LLC306$51.4K0.02%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP297$49.9K0.01%-30013F-HRTimeline
GAMMA Investing LLC289$48.5K<0.01%013F-HRTimeline
LRI Investments, LLC289$48.5K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC284$47.7K0.01%013F-HRTimeline
Bogart Wealth, LLC278$46.7K<0.01%013F-HRTimeline
Stone House Investment Management, LLC276$46.4K0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.269$45.2K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.264$44.3K0.02%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC250$42K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC250$42K<0.01%013F-HRTimelineGroup
Breakwater Investment Management245$41.1K0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC244$41K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.243$40.8K0.03%+1513F-HRTimeline
Strive Financial Group ,LLC237$39.8K0.02%13F-HR/ATimeline
Global Wealth Strategies & Associates231$38.8K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC228$38.3K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC211$35.4K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…209$35K<0.01%+1813F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…205$34.4K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc200$33.6K<0.01%-5013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC193$32.4K0.01%013F-HRTimeline
NCP Inc.190$31.9K0.03%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/185$31.1K<0.01%013F-HRTimelineGroup
Mechanics Financial Corp179$30.1K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV176$29.6K<0.01%-2113F-HRTimeline
Archer Investment Corp176$29.6K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp174$29.2K0.02%013F-HRTimeline
IAG Wealth Partners, LLC169$28.4K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…165$27.7K0.01%013F-HRTimeline
AFFINITY WEALTH LLC163$27.4K0.02%new13F-HRTimeline