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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
Go Invest LLC161$27K0.01%13F-HRTimeline
Realta Investment Advisors160$26.9K0.01%+13813F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC155$26K0.01%-30213F-HRTimeline
RMG Wealth Management LLC500$25.7K<0.01%new13F-HRTimeline
Imprint Wealth LLC149$25K0.12%013F-HRTimeline
Signature Resources Capital Management,…147$24.7K0.01%-9513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC145$24.4K<0.01%013F-HRTimeline
TD Capital Management LLC144$24.2K<0.01%013F-HRTimeline
MOTCO144$24.2K<0.01%new13F-HRTimeline
Crews Bank & Trust144$24.2K<0.01%+3013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC141$23.7K<0.01%013F-HRTimelineGroup
New Republic Capital, LLC140$23.5K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.132$22.2K0.01%013F-HRTimeline
COUNTRY TRUST BANK125$21K<0.01%new13F-HRTimeline
GoalVest Advisory LLC123$20.7K<0.01%013F-HRTimeline
Millstone Evans Group, LLC117$19.6K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC112$19K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.107$18K0.01%013F-HRTimeline
Sherman Asset Management, Inc.106$17.8K0.02%013F-HRTimeline
Front Row Advisors LLC104$17.5K0.01%013F-HRTimeline
Decker Retirement Planning Inc.103$17.3K0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI100$16.8K<0.01%013F-HRTimeline
Noble Wealth Management PBC100$16.8K0.01%-7013F-HRTimeline
Wilkerson Advisory Group LLC94$15.8K0.01%13F-HRTimeline
Larson Financial Group LLC93$15.6K<0.01%013F-HRTimeline
Planning Project LLC92$15.5K<0.01%13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.90$15.1K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC89$14.9K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC86$14.4K0.01%013F-HRTimeline
Meramec Financial Planners, LLC86$14.3K0.01%13F-HRTimeline
Gunpowder Capital Management, LLC dba O…77$12.9K0.01%13F-HRTimeline
Root Financial Partners, LLC76$12.8K<0.01%-1213F-HRTimeline
Ransom Advisory, Ltd73$12.3K<0.01%new13F-HRTimeline
EASTERN BANK72$12.1K<0.01%013F-HRTimeline
TFC Financial Management, Inc.71$12K<0.01%013F-HRTimeline
Integrity Financial Corp /WA70$11.8K0.01%+4213F-HRTimeline
Founders Financial Alliance, LLC69$11.6K<0.01%-52813F-HRTimeline
N.E.W. Advisory Services LLC67$11.3K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC66$11.1K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd63$10.6K<0.01%-1,34513F-HRTimeline
CITY HOLDING CO60$10.1K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC45$7.56K<0.01%new13F-HRTimeline
EPG Wealth Management LLC45$7.56K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC40$6.72K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.39$6.55K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.38$6.38K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC36$6.05K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC36$6.05K<0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.35$5.88K<0.01%new13F-HRTimeline
OPTIMA CAPITAL LLC31$5.21K<0.01%new13F-HRTimeline
City State Bank30$5.04K<0.01%013F-HRTimeline
Bullock Wealth Management Group28$4.7K<0.01%-12513F-HRTimeline
Rossby Financial, LCC26$4.37K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…25$4.2K<0.01%+613F-HRTimelineGroup
Operose Advisors LLC24$4.03K<0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division22$3.69K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$3.36K<0.01%013F-HRTimelineGroup
Glassman Wealth Services20$3.36K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC19$3.19K<0.01%-313F-HRTimeline
Laurel Wealth Advisors LLC16$2.69K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC13$2.13K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.12$2.02K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC16$2K<0.01%013F-HRTimeline
Copia Wealth Management8$1.34K<0.01%013F-HRTimeline
Kilter Group LLC7$1.23K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV7$1.18K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN5$868<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$504<0.01%-6013F-HRTimelineGroup
Red Tortoise LLC0$29<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
NBT BANK, N.A.in group NBT BANK, N.A.168$21.2M+313F-HRTimelineGroupValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.