Skip to content
Disclosery

IUSG ISHARES TR

Follow

ETF (fund)

918 managers (933 13F filers) reported a position in IUSG shares at 2026-06-30, 136,840,787 shares in all. 106 filers opened a position and 42 filers sold out during the quarter.

Managers
918
13F filers
933
New
106
Added
318
Reduced
267
Sold out
42
Shares held by filers
136,840,787

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Downshift Financial, LLC433$81.4K0.04%new13F-HRTimeline
Nemes Rush Group LLC428$80.5K0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED425$79.9K<0.01%new13F-HRTimeline
GGM Financial LLC416$78.2K0.03%+113F-HRTimeline
Providence Capital Advisors, LLC415$78.1K0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC406$76.4K0.03%013F-HRTimeline
MATHER GROUP, LLC.394$74.1K<0.01%+9513F-HRTimeline
AdvisorNet Financial, Inc390$73.4K<0.01%013F-HRTimeline
Roxbury Financial LLC386$72.6K0.06%013F-HRTimeline
Winch Advisory Services, LLC384$72.2K0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC375$70.5K0.02%013F-HRTimeline
Gleason Group, Inc.356$67K0.01%new13F-HRTimeline
Key Capital Management, INC355$66.8K0.03%013F-HRTimeline
LRI Investments, LLC351$66K0.01%+6213F-HRTimeline
Hoese & Co LLP333$62.6K0.04%013F-HRTimeline
Physician Wealth Advisors, Inc.319$60K0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC310$58.3K0.02%013F-HRTimeline
Asset Dedication, LLC306$57.6K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC306$57.6K0.02%013F-HRTimeline
GAMMA Investing LLC289$54.4K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC284$53.4K0.01%013F-HRTimeline
Register Financial Advisors LLC280$52.7K0.02%+27613F-HRTimeline
Bogart Wealth, LLC278$52.3K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…275$51.7K<0.01%013F-HRTimeline
Robinswood Financial LLC274$51.7K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.265$49.8K0.01%+113F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC260$48.9K0.01%13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.259$48.7K0.03%+1613F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC250$47K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC250$47K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/250$47K<0.01%+6513F-HRTimelineGroup
Breakwater Investment Management245$46.1K0.02%013F-HRTimeline
Strive Financial Group ,LLC239$45K0.02%+713F-HR/ATimeline
Silver Grove Financial Group, Inc.228$42.9K0.02%+613F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC211$39.7K<0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA205$38.6K0.02%new13F-HRTimeline
Hickory Point Bank & Trust200$37.6K0.02%013F-HRTimeline
Signature Resources Capital Management,…190$35.7K0.01%013F-HRTimeline
Napier Financial, LLC181$34.1K0.01%013F-HRTimeline
Mechanics Financial Corp179$33.7K0.01%013F-HRTimeline
Archer Investment Corp176$33.1K0.01%013F-HR/ATimeline
Murphy & Mullick Capital Management Corp174$32.7K0.02%013F-HRTimeline
Meramec Financial Planners, LLC176$31.9K0.01%new13F-HRTimeline
IAG Wealth Partners, LLC169$31.8K<0.01%013F-HRTimeline
Financial Life Planners166$31.2K0.02%+113F-HRTimeline
Atlantic Edge Private Wealth Management…165$31K0.01%013F-HRTimeline
Go Invest LLC161$30.3K0.01%013F-HRTimeline
Realta Investment Advisors160$30.1K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV151$28.4K<0.01%-4013F-HRTimeline
Imprint Wealth LLC149$28K0.11%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC145$27.3K<0.01%013F-HRTimeline
TD Capital Management LLC145$27.2K<0.01%+113F-HRTimeline
MOTCO144$27.1K<0.01%013F-HRTimeline
Crews Bank & Trust144$27.1K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC141$26.5K<0.01%013F-HRTimelineGroup
New Republic Capital, LLC140$26.3K0.01%013F-HRTimeline
NFSG Corp137$25.8K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.132$24.8K0.01%013F-HRTimeline
Institute for Wealth Management, LLC.120$22.6K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC117$22K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC112$21K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.107$20.1K0.01%013F-HRTimeline
Wilkerson Advisory Group LLC106$20K0.01%+1213F-HRTimeline
TOP Private Wealth LLC.106$19.9K0.02%13F-HRTimeline
Decker Retirement Planning Inc.103$19.4K0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC101$19K0.01%new13F-HRTimeline
Larson Financial Group LLC101$19K<0.01%+313F-HRTimeline
Noble Wealth Management PBC100$18.8K0.01%013F-HRTimeline
VIMA LLC93$17.5K0.02%13F-HRTimeline
Front Row Advisors LLC90$17.4K0.01%-1413F-HRTimeline
GoalVest Advisory LLC92$17.3K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC87$16.4K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC86$16.2K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC84$15.8K<0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…77$14.5K0.01%013F-HRTimeline
Addison Advisors LLC75$14.1K0.01%-75013F-HRTimeline
EASTERN BANK72$13.5K<0.01%013F-HRTimeline
Integrity Financial Corp /WA70$13.2K0.01%013F-HRTimeline
Brooklyn FI, LLC70$13K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC67$12.6K<0.01%013F-HRTimeline
CITY HOLDING CO60$11.3K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…60$11.3K<0.01%013F-HRTimelineGroup
IMG Wealth Management, Inc.60$11.3K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC55$10.3K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…51$9.59K0.01%new13F-HRTimeline
GILL CAPITAL PARTNERS, LLC45$8.46K<0.01%013F-HRTimeline
EPG Wealth Management LLC45$8.46K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC40$7.52K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC36$6.77K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC36$6.74K<0.01%013F-HRTimeline
YANKCOM Partnership35$6.58K<0.01%new13F-HRTimeline
Prudent Man Investment Management, Inc.39$6.55K<0.01%013F-HRTimeline
City State Bank30$5.64K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC29$5.46K<0.01%new13F-HRTimeline
GODSEY & GIBB, INC28$5.27K<0.01%-3013F-HRTimeline
Bullock Wealth Management Group28$5.25K<0.01%013F-HRTimeline
Rossby Financial, LCC26$4.89K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC25$4.72K<0.01%new13F-HRTimeline
Activest Wealth Management25$4.7K<0.01%-37113F-HRTimeline
Kingdom Financial Group LLC.24$4.52K<0.01%new13F-HRTimeline
COUNTRY TRUST BANK23$4.33K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division22$4.14K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$3.76K<0.01%013F-HRTimelineGroup
Glassman Wealth Services20$3.76K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC18$3.39K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC16$3.01K<0.01%013F-HRTimeline
Triumph Capital Management16$3.01K<0.01%new13F-HRTimeline
Clark Wealth Partners15$2.82K<0.01%013F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD13$2.44K<0.01%13F-HRTimeline
Bernard Wealth Management Corp.12$2.26K<0.01%013F-HRTimeline
HighMark Wealth Management LLC11$2.08K<0.01%013F-HRTimeline
Copia Wealth Management8$1.5K<0.01%013F-HRTimeline
Kilter Group LLC7$1.38K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV7$1.32K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN5$972<0.01%013F-HRTimeline
Anchor Bay Capital, Inc.4$775<0.01%13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC4$754<0.01%new13F-HRTimeline
Buck Wealth Strategies, LLC1$188<0.01%new13F-HRTimeline