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Disclosery

IUSG ISHARES TR

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ETF (fund)

854 managers (870 13F filers) reported a position in IUSG shares at 2026-03-31, 133,283,236 shares in all. 63 filers opened a position and 69 filers sold out during the quarter.

Managers
854
13F filers
870
New
63
Added
293
Reduced
289
Sold out
69
Shares held by filers
133,283,236

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
VSM Wealth Advisory, LLC1,757$273K0.08%+30413F-HRTimeline
OPINICUS CAPITAL, INC.1,751$272K0.19%-35213F-HRTimeline
COURIER CAPITAL LLC1,731$268K0.02%-513F-HR/ATimeline
CVFG LLC1,722$267K0.03%+26613F-HRTimeline
AlphaCore Capital LLC1,721$267K0.01%+4013F-HRTimeline
BANK OZK1,720$267K0.09%+19313F-HRTimeline
Stonebrook Private Inc.1,705$264K0.06%+1813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,693$263K0.01%013F-HR/ATimeline
Convergence Financial, LLC1,481$262K0.03%+3413F-HRTimeline
Revolve Wealth Partners, LLC1,684$261K0.03%-36913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,673$259K<0.01%-513F-HRTimeline
Braeburn Wealth Management LLC1,671$259K0.15%013F-HRTimeline
Castle Rock Wealth Management, LLC1,636$257K0.06%+213F-HRTimeline
Foguth Wealth Management, LLC.1,342$257K0.03%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC1,655$257K0.05%+45113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …1,646$256K<0.01%-713F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC1,642$255K0.09%-11013F-HR/ATimelineGroup
First National Bank of Hutchinson1,640$254K0.16%013F-HRTimeline
Forefront Wealth Partners, LLC1,638$254K0.11%013F-HRTimeline
Elevation Wealth Management LLC1,637$254K0.23%-513F-HRTimeline
SFG Wealth Management, LLC.1,623$252K0.1%-52013F-HRTimeline
BARRETT & COMPANY, INC.1,603$249K0.09%+5013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,600$248K0.01%013F-HRTimeline
MainStreet Investment Advisors LLC1,600$248K0.04%013F-HRTimeline
Kelman-Lazarov, Inc.1,599$248K0.04%+213F-HRTimeline
Joule Financial, LLC1,586$246K0.07%new13F-HRTimeline
SteelPeak Wealth, LLC1,564$243K0.01%+113F-HRTimeline
Coastal Bridge Advisors, LLC1,563$242K0.02%-6013F-HRTimeline
Regal Investment Advisors LLC1,562$242K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,543$239K0.02%+113F-HRTimeline
Peak Retirement Planning, Inc.1,538$239K0.05%new13F-HRTimeline
Centerpoint Advisors, LLC1,533$238K0.08%013F-HRTimeline
Summit Trail Advisors, LLC1,533$238K<0.01%-33213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,531$238K0.02%013F-HRTimeline
MTM Investment Management, LLC1,530$237K0.08%013F-HRTimeline
DT Investment Partners, LLC1,528$237K0.02%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,528$237K0.03%+5413F-HRTimeline
Falcon Wealth Planning1,517$235K0.02%+7813F-HRTimeline
Proficio Capital Partners LLC1,514$235K0.01%013F-HRTimeline
Bernardo Wealth Planning LLC1,512$235K0.05%-54713F-HRTimeline
Csenge Advisory Group1,509$234K0.01%013F-HRTimeline
Sage Mountain Advisors LLC1,509$234K0.02%-2313F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,505$234K0.01%+25813F-HRTimeline
Blankinship & Foster, LLC1,504$233K0.05%013F-HRTimeline
New England Private Wealth Advisors LLC1,499$232K0.03%+213F-HRTimeline
MKT Advisors LLC1,465$232K0.08%013F-HRTimeline
EHRLICH FINANCIAL GROUP1,490$231K0.13%013F-HRTimeline
Godfrey Financial Associates, Inc.1,490$231K0.2%013F-HRTimeline
Pure Financial Advisors, LLC1,484$230K<0.01%+27513F-HRTimeline
AWM CAPITAL, LLC1,481$230K0.02%+213F-HRTimeline
Fingerlakes Wealth Management, Inc.1,478$229K0.15%+213F-HRTimeline
Invst, LLC1,472$228K0.03%new13F-HRTimeline
Teamwork Financial Advisors, LLC1,470$228K0.03%new13F-HRTimeline
Benchmark Financial, LLC1,465$227K0.2%013F-HRTimeline
Aptus Capital Advisors, LLC1,459$226K<0.01%+113F-HRTimeline
Antonelli Financial Advisors, LLC1,454$226K0.16%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.1,448$225K<0.01%new13F-HRTimelineGroup
Tortoise Investment Management, LLC1,438$223K0.02%013F-HRTimeline
Keystone Financial Group, Inc.1,434$222K0.12%+113F-HRTimeline
Basecamp Wealth Advisors LLC1,432$222K0.05%new13F-HRTimeline
SageView Advisory Group, LLC1,429$222K0.01%+3813F-HRTimeline
Avidian Wealth Enterprises, LLC1,426$221K0.01%-2013F-HRTimeline
Traynor Capital Management, Inc.1,479$221K0.01%new13F-HRTimeline
Brooklyn Investment Group1,419$220K0.01%+5213F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,419$220K0.01%013F-HRTimelineGroup
Williams Jones Wealth Management, LLC.1,414$219K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,412$219K<0.01%-1,76213F-HRTimelineGroup
InTrack Investment Management Inc1,411$219K0.12%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Investment Advisors, LLC1,410$219K<0.01%+413F-HR/ATimeline
Retirement Planning Group, LLC1,405$218K0.01%-2313F-HRTimeline
Cornerstone Wealth Group, LLC1,255$218K0.01%013F-HRTimeline
Unified Investment Management1,400$217K0.22%013F-HRTimeline
TABLEAUX LLC1,395$216K0.1%013F-HRTimeline
BALLAST ADVISORS LLC1,394$216K0.06%013F-HR/ATimeline
PINNACLE ASSOCIATES LTD1,372$213K<0.01%-79513F-HRTimeline
CENTAURUS FINANCIAL, INC.1,367$212K0.01%-1213F-HRTimeline
ABOUND FINANCIAL, LLC1,358$211K0.09%-2713F-HRTimeline
Verity & Verity, LLC1,356$210K0.02%013F-HRTimeline
Performance Wealth Partners, LLC1,355$210K0.01%013F-HRTimeline
Seneca Financial Advisors LLC1,353$210K0.06%+113F-HRTimeline
Palacios Wealth Management, LLC1,180$209K0.13%new13F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…1,350$209K<0.01%013F-HRTimelineGroup
Cornerstone Financial Management LLC1,350$209K0.19%013F-HR/ATimeline
Redmond Asset Management, LLC1,342$208K0.06%013F-HRTimeline
DB&C Advisors, LLC1,337$207K0.27%+213F-HRTimeline
Balboa Wealth Partners1,319$205K0.03%013F-HRTimeline
Formidable Asset Management, LLC1,208$203K0.03%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,307$203K<0.01%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC1,306$203K0.01%-8913F-HRTimeline
Evernest Financial Advisors, LLC1,133$202K0.04%-46313F-HRTimeline
Everstar Asset Management, LLC1,298$201K0.11%new13F-HRTimeline
Investment Advisory Group, LLC1,293$201K0.05%+6013F-HRTimeline
Acropolis Investment Management, LLC1,262$196K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,241$192K0.01%-51513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,211$188K0.01%013F-HRTimeline
Align Financial, LLC1,187$184K0.1%-201,51713F-HRTimeline
Miller Global Investments, LLC1,185$184K0.17%013F-HRTimeline
Finley Financial, LLC1,180$183K0.09%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,142$179K0.01%-7813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC985$176K<0.01%+66313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,109$172K0.07%+90413F-HRTimeline
CoreCap Advisors, LLC1,105$171K0.01%-12013F-HRTimeline
Sachetta, LLC1,041$162K0.09%013F-HRTimeline
Cassaday & Co Wealth Management LLC1,029$160K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC1,014$157K0.16%013F-HRTimeline
Synergy Investment Management, LLC1,002$155K0.05%new13F-HRTimeline
BOKF, NAin group BOKF, NA935$145K<0.01%+40013F-HRTimelineGroup
Dunhill Financial, LLC915$142K0.03%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.875$136K<0.01%-2913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PlanVest Financial, Inc865$134K0.1%13F-HRTimeline
Sound Income Strategies, LLC842$132K0.01%+10713F-HRTimeline
Jackson, Grant Investment Advisers, Inc.845$131K0.04%013F-HRTimeline
Vision Retirement, LLC841$130K0.04%+113F-HRTimeline
TSFG, LLC832$129K0.02%013F-HRTimeline
Operose Advisors LLC829$129K0.03%+80513F-HRTimeline
Addison Advisors LLC825$128K0.03%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…819$127K<0.01%+61013F-HRTimelineGroup
Sunrise Financial Services, LLC814$126K0.09%new13F-HRTimeline
Parkside Financial Bank & Trust810$126K0.01%013F-HRTimeline
Family Manage LLC803$125K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC749$118K<0.01%+113F-HRTimeline
Independence Bank of Kentucky750$116K0.01%-15713F-HRTimeline
SIMPLEX TRADING, LLC723$112K<0.01%-7,97213F-HRTimeline
Keating Financial Advisory Services, In…710$110K0.02%+113F-HRTimeline
JFS WEALTH ADVISORS, LLC699$108K0.01%-113F-HRTimeline
Capital Investment Advisory Services, L…694$108K0.01%-12,13513F-HRTimeline
HHM Wealth Advisors, LLC638$99K0.01%-9313F-HRTimeline
FIRST HORIZON CORP583$90.4K<0.01%013F-HRTimeline
JNBA Financial Advisors542$84.1K0.01%013F-HRTimeline
Cornerstone Planning Group LLC463$83.2K0.01%013F-HRTimeline
Abound Wealth Management529$82K0.02%+1013F-HRTimeline
Destiny Wealth Partners, LLC520$80.6K0.01%new13F-HRTimeline
Longview Financial Advisors LLC515$79.9K0.04%013F-HRTimeline
FAS Wealth Partners, Inc.510$79.1K<0.01%+24113F-HRTimeline
Glen Eagle Advisors, LLC504$78.1K0.01%+113F-HRTimeline
Morton Brown Family Wealth, LLC471$73.1K0.02%013F-HRTimeline
Fairscale Capital, LLC458$71K0.05%-8513F-HRTimeline
Pacific Center for Financial Services442$68.6K0.02%013F-HRTimeline
Quest 10 Wealth Builders, Inc.440$68.2K0.06%013F-HRTimeline
FINANCIAL CONSULATE, INC438$67.9K0.01%013F-HRTimeline
Nemes Rush Group LLC428$66.4K0.01%+7613F-HRTimeline
GGM Financial LLC415$64.4K0.03%013F-HRTimeline
Providence Capital Advisors, LLC415$64.4K0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC406$63K0.03%+613F-HRTimeline
Qube Research & Technologies Ltd402$62.4K<0.01%+33913F-HRTimeline
Activest Wealth Management396$61.4K0.01%013F-HRTimeline
AdvisorNet Financial, Inc390$60.5K<0.01%+19013F-HRTimeline
Roxbury Financial LLC386$59.8K0.05%-313F-HRTimeline
Winch Advisory Services, LLC384$59.5K0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC375$58.2K0.02%-27513F-HRTimeline
Key Capital Management, INC355$55.1K0.04%013F-HRTimeline
Hoese & Co LLP333$51.7K0.04%013F-HRTimeline
Physician Wealth Advisors, Inc.319$49.5K0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC310$48.1K0.02%013F-HRTimeline
Asset Dedication, LLC306$47.5K<0.01%-313F-HRTimeline
Peachtree Investment Partners, LLC306$47.5K0.02%013F-HRTimeline
MATHER GROUP, LLC.299$46.3K<0.01%new13F-HRTimeline
GAMMA Investing LLC289$44.8K<0.01%013F-HRTimeline
LRI Investments, LLC289$44.8K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC284$44.1K<0.01%013F-HRTimeline
Bogart Wealth, LLC278$43.1K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…275$42.7K<0.01%new13F-HRTimeline
Robinswood Financial LLC274$42.6K0.01%-15213F-HR/ATimeline
Vermillion Wealth Management, Inc.264$41K0.02%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC250$38.8K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC250$38.8K<0.01%013F-HRTimelineGroup
Breakwater Investment Management245$38K0.01%013F-HRTimeline
Jackson Hole Capital Partners, LLC244$37.8K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.243$37.7K0.03%013F-HRTimeline
Strive Financial Group ,LLC232$36K0.02%-513F-HRTimeline
Global Wealth Strategies & Associates231$35.8K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC228$35.4K<0.01%013F-HR/ATimeline
Silver Grove Financial Group, Inc.222$34.4K0.03%new13F-HRTimeline
Darwin Wealth Management, LLC218$33.8K0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC211$32.7K<0.01%013F-HRTimeline
Hickory Point Bank & Trust200$31K0.02%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC193$29.9K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV191$29.6K<0.01%+1513F-HRTimeline
Signature Resources Capital Management,…190$29.5K0.01%+4313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/185$28.7K<0.01%013F-HRTimelineGroup
Napier Financial, LLC181$28.1K0.01%new13F-HRTimeline
Mechanics Financial Corp179$27.8K0.01%013F-HRTimeline
Archer Investment Corp176$27.3K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp174$27K0.02%013F-HRTimeline
IAG Wealth Partners, LLC169$26.2K<0.01%013F-HRTimeline
Financial Life Planners165$25.7K0.02%new13F-HRTimeline
Atlantic Edge Private Wealth Management…165$25.6K0.01%013F-HRTimeline
Go Invest LLC161$25K0.01%013F-HRTimeline
Realta Investment Advisors160$24.8K0.01%013F-HRTimeline
Imprint Wealth LLC149$23.1K0.11%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC145$22.5K<0.01%013F-HRTimeline
TD Capital Management LLC144$22.4K<0.01%013F-HRTimeline
MOTCO144$22.3K<0.01%013F-HRTimeline
Crews Bank & Trust144$22.3K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC141$21.9K<0.01%013F-HRTimelineGroup
New Republic Capital, LLC140$21.7K0.01%013F-HRTimeline
NFSG Corp137$21.3K<0.01%-50013F-HRTimeline
TFC Financial Management, Inc.132$20.5K<0.01%+6113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.132$20.5K0.01%013F-HRTimeline
Millstone Evans Group, LLC117$18.1K0.01%013F-HRTimeline