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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
Capital Advisors, Ltd. LLC112$17K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.107$16.6K0.01%013F-HRTimeline
Sherman Asset Management, Inc.106$16.4K0.02%013F-HRTimeline
Front Row Advisors LLC104$16.2K0.01%013F-HRTimeline
Decker Retirement Planning Inc.103$16K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP100$15.5K<0.01%new13F-HRTimelineGroup
ARCADIA INVESTMENT MANAGEMENT CORP/MI100$15.5K<0.01%013F-HRTimeline
Noble Wealth Management PBC100$15.5K0.01%013F-HRTimeline
Larson Financial Group LLC98$15.2K<0.01%+513F-HRTimeline
Wilkerson Advisory Group LLC94$14.6K0.01%013F-HRTimeline
GoalVest Advisory LLC92$14.3K<0.01%-3113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC87$13.5K<0.01%-10613F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC86$13.3K0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…77$11.9K0.01%013F-HRTimeline
Root Financial Partners, LLC76$11.8K<0.01%013F-HRTimeline
CAPITAL & PLANNING, LLC76$11.8K0.01%new13F-HRTimeline
EASTERN BANK72$11.2K<0.01%013F-HRTimeline
Integrity Financial Corp /WA70$10.9K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC67$10.4K<0.01%013F-HRTimeline
CITY HOLDING CO60$9.31K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…60$9.31K<0.01%new13F-HRTimelineGroup
GODSEY & GIBB, INC58$9K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC55$8.53K<0.01%-1113F-HRTimeline
GILL CAPITAL PARTNERS, LLC45$6.98K<0.01%new13F-HRTimeline
EPG Wealth Management LLC45$6.98K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…43$6.67K<0.01%+1813F-HRTimelineGroup
Prudent Man Investment Management, Inc.39$6.55K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC40$6.2K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.38$5.89K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC36$5.58K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC36$5.58K<0.01%013F-HRTimeline
City State Bank30$4.65K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.29$4.5K<0.01%new13F-HRTimeline
Bullock Wealth Management Group28$4.4K<0.01%013F-HRTimeline
Rossby Financial, LCC26$4.09K<0.01%013F-HRTimeline
COUNTRY TRUST BANK23$3.57K<0.01%-10213F-HRTimeline
Central Pacific Bank - Trust Division22$3.41K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…20$3.1K<0.01%013F-HRTimelineGroup
Glassman Wealth Services20$3.1K<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC18$2.79K<0.01%-113F-HRTimeline
Clark Wealth Partners15$2.33K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC16$2K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.12$1.86K<0.01%013F-HRTimeline
HighMark Wealth Management LLC11$1.72K<0.01%-72513F-HRTimeline
Innovative Asset Advisors Group, LLC10$1.55K<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9$1.4K<0.01%+613F-HRTimelineGroup
Burk Holdings LLC9$1.4K<0.01%new13F-HRTimeline
Copia Wealth Management8$1.24K<0.01%013F-HRTimeline
Kilter Group LLC7$1.13K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV7$1.09K<0.01%013F-HRTimeline
TopTier Wealth Management, LLC6$931<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN5$801<0.01%013F-HRTimeline
Register Financial Advisors LLC4$620<0.01%new13F-HRTimeline
Red Tortoise LLC0$2<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.