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Disclosery

IUSG ISHARES TR

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ETF (fund)

767 managers (777 13F filers) reported a position in IUSG shares at 2024-12-31, 113,799,287 shares in all. 63 filers opened a position and 34 filers sold out during the quarter.

Managers
767
13F filers
777
New
63
Added
233
Reduced
233
Sold out
34
Shares held by filers
113,799,287

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/39,498,165$5.5B0.51%+287,79313F-HRTimelineGroup
LPL Financial LLC15,302,362$2.13B0.87%+425,19513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY13,017,220$1.81B0.13%-113,37213F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,294,142$877M0.83%-787,53613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,032,936$283M0.09%-127,61713F-HRTimelineGroup
Blue Trust, Inc.1,933,528$269M3.45%+474,92313F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,434,056$200M0.02%+94,75513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,357,596$189M0.28%+22,92813F-HRTimeline
UBS Group AGin group UBS Group AG1,292,526$180M0.04%-13,88913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,270,791$177M0.07%13F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,129,307$157M+112,062Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,110,168$155M0.04%+73,19713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA870,946$121M0.03%+117,44413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…774,031$108M0.07%-15,95613F-HRTimelineGroup
FMR LLCin group FMR LLC727,556$102M0.01%-5,70813F-HRTimelineGroup
Facet Wealth, Inc.697,548$100M2.66%-371,29613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC711,488$99.3M0.03%+33,71013F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…666,587$92.9M1.81%-11,92413F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC620,671$86.5M1.24%+21,64913F-HRTimelineGroup
HighTower Advisors, LLC580,196$80.9M0.11%+18,27013F-HRTimeline
Merit Financial Group, LLC523,864$73M1.31%+39,49313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…519,176$72.3M0.06%+7,61113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.473,036$65.9M0.15%+57,66113F-HR/ATimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers423,735$59M0.11%+93,33213F-HRTimelineGroup
Tennessee Valley Asset Management Partn…392,339$54.7M9.15%-17,33513F-HRTimeline
Madison Wealth Partners, Inc389,481$54.3M15.17%+48,10813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp372,203$51.9M0.01%-183,31413F-HRTimelineGroup
Cetera Investment Advisers372,003$51.8M0.11%+2,59013F-HRTimeline
Allworth Financial LP347,401$50.6M0.28%-27,45413F-HRTimeline
Cardinal Strategic Wealth Guidance344,137$48M15.28%-5,59913F-HRTimeline
Tanglewood Legacy Advisors, LLC331,602$46.2M19.75%-19813F-HRTimeline
BLAIR WILLIAM & CO/IL315,397$44M0.13%+71,82413F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding298,477$41.6M-50,136Timeline
CX Institutional294,271$41M1.63%+46,26213F-HRTimeline
DDFG, Inc269,069$37.5M10.82%+2,99813F-HRTimeline
Aurdan Capital Management, LLC267,420$37.3M14.3%13F-HRTimeline
Veracity Capital LLC266,236$37.1M13.5%+6,89913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.264,891$36.9M0.35%+15,36113F-HRTimelineGroup
HOWE & RUSLING INC251,869$35.1M3.03%+11,91413F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC240,338$33.5M16.93%-3,11213F-HRTimeline
Sandy Spring Bank233,511$32.5M1.32%-11,11313F-HRTimeline
Modera Wealth Management, LLC227,598$31.7M0.38%-67313F-HRTimeline
Edge Capital Group, LLC226,677$31.6M1.61%-4,50513F-HRTimeline
ALLIANCEBERNSTEIN L.P.225,594$31.4M0.01%-13,56213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management207,999$29M0.9%+71,29113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC206,709$28.8M0.1%-38,64413F-HRTimeline
FIL Ltdin group FIL Ltd201,158$28.1M0.03%+200,61413F-HRTimelineGroup
Private Advisor Group, LLC201,364$28.1M0.16%+4,03813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.200,126$27.9M0.18%+2,24313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth194,763$27.4M0.07%-7,37313F-HR/ATimelineGroup
Strategies Wealth Advisors, LLC186,640$27M3.37%-6,68913F-HRTimeline
Petix & Botte Co191,759$26.7M7.03%-67,40113F-HRTimeline
Sanctuary Advisors, LLC185,185$26.6M0.17%+20913F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC187,288$26.1M3.25%+6,10413F-HRTimeline
DOLIVER ADVISORS, LP184,986$25.8M7.16%-31,82513F-HRTimeline
Aspen Wealth Management LLC178,228$24.8M7.36%+19,18913F-HRTimeline
Mascoma Wealth Management LLC175,369$24.4M6.14%-6,83713F-HRTimeline
ForthRight Wealth Management, LLC173,367$24.2M8.05%-4,14713F-HRTimeline
Cambridge Investment Research Advisors,…169,080$23.6M0.08%+10,85413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.163,346$22.8M0.04%+2,38713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.155,744$21.7M<0.01%-62,75113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP156,477$21.6M0.04%-383,57113F-HRTimelineGroup
Valmark Advisers, Inc.153,330$21.4M0.33%+54,25313F-HRTimeline
Financial Advocates Investment Manageme…146,093$20.4M1.16%+2,96613F-HRTimeline
Atria Investments, Inc144,517$20.1M0.25%-6,43513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC140,087$19.5M0.44%+2,15613F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…137,751$19.2M3.76%-1,73213F-HRTimelineGroup
Integrated Wealth Concepts LLC133,910$18.7M0.22%-6,94613F-HRTimeline
Hudock, Inc.133,702$18.6M3.25%-1,21813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.127,196$17.7M1.23%+7,36813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP125,639$17.5M0.02%+2,67413F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC122,867$17.1M0.21%-10,40713F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.122,130$17M5.69%+109,17113F-HRTimeline
Amplius Wealth Advisors, LLC119,827$16.7M1.71%+1,25913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC119,420$16.6M7.03%+68213F-HRTimeline
NorthStar Asset Management LLC /NJ/117,463$16.4M10.43%+3,77813F-HRTimeline
Vantage Financial Partners, LLC112,894$15.7M3.94%+1,73813F-HRTimeline
Canvas Wealth Advisors, LLC109,744$15.3M3.84%+2,14513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…104,044$14.5M0.03%+5,44313F-HR/ATimeline
Richard W. Paul & Associates, LLC103,639$14.4M5.26%-3,66113F-HRTimeline
Birchcreek Wealth Management, LLC102,608$14.3M8.98%-1,53013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…102,108$14.2M0.04%+7,05613F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC101,059$14.1M0.11%-19,46113F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC95,931$13.4M1.21%+14,74313F-HRTimeline
Goldstone Financial Group, LLC95,474$13.3M2.08%+3,90413F-HRTimeline
Horizon Investments, LLC95,273$13.3M0.38%+14,74813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…94,848$13.2M0.03%+6,86513F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP94,324$13.1M0.02%+1,62813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…94,282$13.1M0.36%+1,90313F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC93,930$13.1M4.3%13F-HRTimeline
Brio Consultants, LLC93,291$13M2.03%+2,75613F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC93,251$13M12.92%13F-HRTimeline
OneDigital Investment Advisors LLC92,512$12.9M0.15%+2,48213F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.92,318$12.8M6.31%-2,64813F-HRTimeline
PCA Investment Advisory Services Inc.91,479$12.7M5.9%-4,87613F-HRTimeline
Roberts Financial Services LLC90,848$12.7M2.39%-3,51513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…89,784$12.5M0.11%-3,53013F-HRTimelineGroup
Financial Council, LLC88,389$12.3M6.35%-31613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS84,398$11.8M0.03%-6,37413F-HRTimeline
Quent Capital, LLC82,855$11.5M1.2%+4,96013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding81,960$11.4M-1,702Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC81,303$11.3M<0.01%-18,19613F-HRTimelineGroup
IHT Wealth Management, LLC77,374$10.8M0.35%+5,38613F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE77,050$10.7M0.02%+6,66013F-HRTimelineGroup
AAFMAA Wealth Management & Trust LLC74,309$10.4M4.54%+1,41913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC70,524$9.83M0.6%-55313F-HRTimeline
Cosner Financial Group, LLC70,459$9.82M6.22%+3,12213F-HRTimeline
Creative Planningin group Creative Planning69,025$9.62M0.01%+74713F-HRTimelineGroup
BOS Asset Management, LLC68,825$9.59M3.43%-1,55513F-HRTimeline
Wealth Quarterback LLC68,770$9.58M4.5%+3,15413F-HRTimeline
COMERICA BANK68,511$9.55M0.04%+4,91713F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…68,031$9.48M0.33%+56,22813F-HRTimelineGroup
Global Strategic Investment Solutions, …67,864$9.46M1.11%-8,88113F-HRTimeline
STEVENS CAPITAL PARTNERS60,679$8.46M3.83%-96213F-HRTimeline
Perigon Wealth Management, LLC60,061$8.45M0.21%-97713F-HRTimeline
Cresset Asset Management, LLC60,373$8.41M0.04%-9,21913F-HRTimeline
Main Street Financial Solutions, LLC58,472$8.15M0.8%+69113F-HRTimeline
MOTIVE WEALTH ADVISORS57,883$8.07M4.33%-3,72413F-HRTimeline
Mariner, LLCin group Mariner, LLC56,629$7.89M0.01%+3,67813F-HRTimelineGroup
IFG Advisory, LLC56,515$7.88M0.45%+11,94413F-HRTimeline
Peninsula Wealth, LLC51,208$7.14M1.22%+3,08813F-HRTimeline
Spectrum Wealth Advisory Group, LLC50,747$7.07M3.33%-30913F-HRTimeline
Phoenix Wealth Advisors50,523$7.04M3.05%-5,90813F-HRTimeline
LEGACY SOLUTIONS, LLC50,324$7.01M7.64%13F-HRTimeline
Bawa N Mallick Trust50,130$6.99M3.07%13F-HRTimeline
Global Retirement Partners, LLC50,055$6.98M0.2%+11,66713F-HRTimeline
Atria Wealth Solutions, Inc.46,072$6.42M0.07%+8,74013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC43,034$6M0.05%-12713F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC42,255$5.89M0.13%-96413F-HRTimeline
NewEdge Advisors, LLC41,277$5.75M0.03%+1,30313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC41,180$5.74M0.04%+93613F-HRTimelineGroup
Foundry Financial Group, Inc.40,418$5.63M3.49%-1,07013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC40,148$5.59M0.16%+1,25613F-HRTimeline
Redhawk Wealth Advisors, Inc.39,642$5.52M0.75%-41813F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC39,615$5.52M2.1%+2,89113F-HR/ATimeline
1900 WEALTH MANAGEMENT LLC39,510$5.51M0.46%-23213F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…39,219$5.47M1.93%+97813F-HRTimeline
RFG Advisory, LLC39,140$5.45M0.15%-85313F-HRTimeline
Able Wealth Management LLC38,806$5.41M3.56%+1,52213F-HRTimeline
Franklin Resourcesgroup of 2 filers holding37,918$5.28M+23,746Timeline
CWM, LLCin group CWM, LLC37,893$5.28M0.02%+3413F-HRTimelineGroup
First Heartland Consultants, Inc.37,823$5.27M0.54%+32713F-HRTimeline
Cornerstone Advisory, LLC35,089$5.12M0.58%+11113F-HRTimeline
Columbus Macro, LLC36,751$5.12M0.71%+12,23413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP35,900$5M0.01%-197,80013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp35,847$5M0.02%-12,57313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\35,226$4.91M0.01%-1,89213F-HRTimelineGroup
Janney Montgomery Scott LLC33,161$4.62M0.01%-3,33513F-HRTimeline
Old Mission Investment Co LLC33,148$4.62M1.38%-33013F-HRTimeline
Merkkuri Wealth Advisors LLC32,595$4.54M3.59%+91313F-HRTimeline
Stonebridge Financial Planning Group, L…32,247$4.49M2.01%-74313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC32,191$4.49M<0.01%new13F-HRTimelineGroup
WIN ADVISORS, INC32,130$4.48M2.17%-38,11713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI32,114$4.48M0.24%-38813F-HRTimeline
MCDONALD PARTNERS LLC32,000$4.46M1.14%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC31,709$4.42M0.08%-98713F-HRTimelineGroup
Windward Private Wealth Management Inc.31,539$4.39M1.71%-2,24413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/31,531$4.39M<0.01%-30,64713F-HRTimelineGroup
Endowment Wealth Management, Inc.30,965$4.31M2.9%+3,01813F-HRTimeline
Arax Advisory Partners30,738$4.28M0.27%+29,71813F-HRTimeline
Legacy Advisory Services, LLC30,628$4.27M3.64%-43613F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC30,428$4.24M1.74%+1,05213F-HRTimeline
Neumann Capital Management, LLC30,017$4.18M1.39%+1413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.29,705$4.14M0.29%+1,20713F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA29,091$4.05M0.01%-51413F-HRTimelineGroup
Independent Advisor Alliance28,919$4.03M0.05%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC28,682$4M0.01%+28,23913F-HRTimelineGroup
Western Wealth Management, LLC28,596$3.98M0.26%-17113F-HR/ATimeline
Flagship Private Wealth, LLC28,397$3.96M1.91%-1413F-HRTimeline
Golden State Wealth Management, LLC27,847$3.88M0.58%13F-HRTimeline
ASPIRIANT, LLC27,787$3.87M0.14%013F-HRTimeline
Greenline Partners, LLC27,574$3.84M0.54%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …27,521$3.84M0.11%-39913F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC27,436$3.82M0.05%+16,27213F-HRTimeline
BEAM WEALTH ADVISORS, INC.26,883$3.75M1.18%-2,66213F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP26,796$3.73M0.02%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…26,676$3.72M0.01%+75013F-HRTimelineGroup
Capital Investment Advisory Services, L…26,597$3.71M0.36%-1,36713F-HRTimeline
JMG Financial Group, Ltd.26,181$3.65M0.12%013F-HRTimeline
HB Wealth Management, LLC25,988$3.62M0.04%+1,42413F-HRTimeline
Colorado Capital Management, Inc.25,988$3.62M1.75%-5,59013F-HRTimeline
FINANCIAL COUNSELORS INC25,859$3.6M0.05%+1,34813F-HRTimeline
PRIVATE TRUST CO NA25,682$3.58M0.37%-2,18313F-HRTimeline
Watchman Group, Inc.25,590$3.57M0.94%-4,89113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC25,500$3.55M0.01%new13F-HRTimeline
Integrated Advisors Network LLC25,197$3.51M0.17%+7,74313F-HRTimeline
BAILARD, INC.25,072$3.49M0.09%-1,29213F-HRTimeline
Cornell Pochily Investment Advisors, In…25,038$3.49M1.22%+1,67913F-HRTimeline
D.A. DAVIDSON & CO.24,522$3.42M0.03%+2,34713F-HRTimeline
Garde Capital, Inc.24,405$3.4M0.22%013F-HRTimeline
CENTRAL TRUST Co24,120$3.36M0.08%-4013F-HRTimeline
Seven Springs Wealth Group, LLC23,963$3.34M1.24%-90713F-HRTimeline
Omega Financial Group, LLC23,859$3.32M1.26%-44813F-HRTimeline
AE Wealth Management LLC23,567$3.28M0.03%-35,08413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…23,024$3.21M0.07%-39913F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC22,971$3.2M0.11%-16813F-HRTimeline
WealthShield Partners, LLC22,611$3.15M0.45%-7,41913F-HRTimeline
William Howard & Co Financial Advisors …22,566$3.15M2.85%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV21,954$3.06M0.01%-1,16713F-HRTimeline
PLANNING DIRECTIONS INC21,787$3.04M1.76%-51613F-HRTimeline