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Disclosery

IUSG ISHARES TR

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ETF (fund)

746 managers (756 13F filers) reported a position in IUSG shares at 2025-03-31, 115,836,298 shares in all. 54 filers opened a position and 67 filers sold out during the quarter.

Managers
746
13F filers
756
New
54
Added
253
Reduced
265
Sold out
67
Shares held by filers
115,836,298

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/43,115,342$5.48B0.49%+3,617,17713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY13,586,821$1.73B0.12%+569,60113F-HRTimelineGroup
LPL Financial LLC13,079,412$1.66B0.65%-2,222,95013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,092,014$774M0.69%-202,12813F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,017,592$256M0.08%-15,34413F-HRTimelineGroup
Blue Trust, Inc.1,885,240$240M3.07%-48,28813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,518,967$193M0.01%+84,91113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,418,831$180M0.26%+61,23513F-HRTimeline
UBS Group AGin group UBS Group AG1,270,448$161M0.04%-22,07813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,242,950$158M0.06%-27,84113F-HRTimelineGroup
Merit Financial Group, LLC1,120,919$142M2.14%+597,05513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,106,100$141M0.03%-4,06813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,104,870$140M-24,437Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA946,059$120M0.03%+75,11313F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…786,284$99.9M0.05%+12,25313F-HRTimelineGroup
FMR LLCin group FMR LLC732,748$93.1M0.01%+5,19213F-HRTimelineGroup
Facet Wealth, Inc.670,701$89.2M2.31%-26,84713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers683,345$86.8M0.16%+259,61013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC628,826$79.9M1.12%+8,15513F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…611,919$77.8M1.53%-54,66813F-HRTimelineGroup
HighTower Advisors, LLC554,293$70.4M0.1%-25,90313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.509,224$64.7M0.14%+36,18813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC436,228$64M0.02%-275,26013F-HRTimelineGroup
Independence Financial Advisors, LLC493,711$62.7M23.85%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…481,052$61.1M0.05%-38,12413F-HRTimelineGroup
Allworth Financial LP466,482$59.4M0.33%+119,08113F-HRTimeline
Legacy Financial Group LLC461,280$58.6M9.02%-7,86613F-HRTimeline
CX Institutional407,174$51.7M1.95%+112,90313F-HRTimeline
Madison Wealth Partners, Inc390,148$49.6M12.24%+66713F-HRTimeline
Cetera Investment Advisers382,782$48.6M0.09%+10,77913F-HRTimeline
Tennessee Valley Asset Management Partn…370,389$47.1M7.68%-21,95013F-HRTimeline
Cardinal Strategic Wealth Guidance356,917$45.4M14.49%+12,78013F-HRTimeline
Tanglewood Legacy Advisors, LLC315,003$40M17.54%-16,59913F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding296,418$37.7M-2,059Timeline
Aurdan Capital Management, LLC286,068$36.4M13.69%+18,64813F-HRTimeline
BLAIR WILLIAM & CO/IL273,700$34.8M0.1%-41,69713F-HRTimeline
HOWE & RUSLING INC264,663$33.6M2.83%+12,79413F-HRTimeline
DDFG, Inc264,390$33.6M9.31%-4,67913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.247,461$31.4M0.3%-17,43013F-HRTimelineGroup
Modera Wealth Management, LLC235,919$30M0.41%+8,32113F-HRTimeline
ALLIANCEBERNSTEIN L.P.234,376$29.8M0.01%+8,78213F-HRTimeline
Sandy Spring Bank231,521$29.4M1.24%-1,99013F-HRTimeline
Veracity Capital LLC229,584$29.2M11.46%-36,65213F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC228,672$29.1M16.41%-11,66613F-HRTimeline
SCS Capital Management LLC225,166$28.6M0.36%new13F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.212,302$27M0.16%+12,17613F-HRTimeline
MML INVESTORS SERVICES, LLC211,004$26.8M0.09%+4,29513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp209,837$26.7M0.01%-162,36613F-HRTimelineGroup
Private Advisor Group, LLC201,212$25.6M0.15%-15213F-HRTimeline
Valmark Advisers, Inc.199,172$25.3M0.38%+45,84213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP194,123$24.7M0.04%+37,64613F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC192,679$24.5M2.94%+5,39113F-HRTimeline
Aspen Wealth Management LLC192,596$24.5M6.93%+14,36813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management190,314$24.2M0.77%-17,68513F-HRTimelineGroup
Strategies Wealth Advisors, LLC179,796$22.8M2.79%-6,84413F-HRTimeline
Sanctuary Advisors, LLC179,199$22.8M0.16%-5,98613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth179,108$22.8M0.06%-15,65513F-HR/ATimelineGroup
ForthRight Wealth Management, LLC174,753$22.2M7.43%+1,38613F-HRTimeline
DOLIVER ADVISORS, LP172,362$21.9M6.15%-12,62413F-HRTimeline
Petix & Botte Co168,436$21.4M5.64%-23,32313F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.163,518$20.8M6.07%+41,38813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC140,087$19.5M0.44%013F-HRTimelineGroup
Mascoma Wealth Management LLC150,312$19.1M4.76%-25,05713F-HRTimeline
Atria Investments, Inc145,851$18.5M0.24%+1,33413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP142,951$18.2M0.02%+17,31213F-HRTimelineGroup
Financial Advocates Investment Manageme…155,130$17.8M1.25%+9,03713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…139,140$17.7M0.58%+1,38913F-HRTimelineGroup
Cambridge Investment Research Advisors,…135,611$17.2M0.06%-33,46913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.132,157$16.8M<0.01%-23,58713F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.131,311$16.7M1.21%+4,11513F-HRTimelineGroup
Hudock, Inc.128,200$16.3M2.85%-5,50213F-HRTimeline
Roberts Financial Services LLC123,329$15.7M3.04%+32,48113F-HRTimeline
NorthStar Asset Management LLC /NJ/121,437$15.4M9.65%+3,97413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC119,512$15.2M6.58%+9213F-HRTimeline
Amplius Wealth Advisors, LLC119,264$15.2M1.58%-56313F-HRTimeline
RWA WEALTH PARTNERS, LLC117,305$14.9M0.19%-5,56213F-HRTimeline
Vantage Financial Partners, LLC116,551$14.8M3.68%+3,65713F-HRTimeline
Birchcreek Wealth Management, LLC112,602$14.3M9.03%+9,99413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC110,110$14M<0.01%+28,80713F-HR/ATimelineGroup
Canvas Wealth Advisors, LLC109,161$13.2M3.39%-58313F-HRTimeline
Goldstone Financial Group, LLC102,824$13.1M1.98%+7,35013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…102,477$13M0.03%+36913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.102,442$13M0.03%-60,90413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…101,842$12.9M0.32%+7,56013F-HRTimelineGroup
Integrated Wealth Concepts LLC101,262$12.9M0.15%-32,64813F-HRTimeline
Richard W. Paul & Associates, LLC100,282$12.7M5%-3,35713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC97,475$12.6M1.06%+1,54413F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC96,297$12.2M12.22%+3,04613F-HRTimeline
Horizon Investments, LLC95,511$12.1M0.36%+23813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP94,659$12M0.02%+33513F-HRTimelineGroup
PCA Investment Advisory Services Inc.94,571$12M6.35%+3,09213F-HRTimeline
Brio Consultants, LLC94,130$12M1.88%+83913F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…91,679$11.7M0.02%-12,36513F-HRTimeline
RFG - Bristol Wealth Advisors, LLC91,331$11.6M3.89%-2,59913F-HRTimeline
OneDigital Investment Advisors LLC90,135$11.5M0.14%-2,37713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…88,983$11.3M0.03%-5,86513F-HRTimeline
Financial Council, LLC86,765$11M5.94%-1,62413F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.90,461$11M5.74%-1,85713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC85,352$10.8M0.09%-15,70713F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS82,823$10.5M0.03%-1,57513F-HRTimeline
IHT Wealth Management, LLC81,788$10.4M0.32%+4,41413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding80,833$10.3M-1,127Timeline
Cosner Financial Group, LLC80,199$10.2M6.23%+9,74013F-HRTimeline
Quent Capital, LLC79,460$10.1M1.06%-3,39513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…79,428$10.1M0.09%-10,35613F-HRTimelineGroup
Creative Planningin group Creative Planning78,381$9.96M0.01%+9,35613F-HRTimelineGroup
VestGen Advisors, LLC75,557$9.6M0.44%13F-HRTimeline
AAFMAA Wealth Management & Trust LLC71,457$9.08M4.12%-2,85213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC70,060$8.9M0.56%-46413F-HRTimeline
Main Street Financial Solutions, LLC70,056$8.9M0.77%+11,58413F-HRTimeline
COMERICA BANK69,112$8.78M0.04%+60113F-HRTimeline
BOS Asset Management, LLC68,351$8.69M2.98%-47413F-HRTimeline
Global Strategic Investment Solutions, …67,822$8.62M1%-4213F-HRTimeline
Mariner, LLCin group Mariner, LLC62,976$8M0.01%+6,34713F-HRTimelineGroup
Cresset Asset Management, LLC60,381$7.67M0.04%+813F-HRTimeline
STEVENS CAPITAL PARTNERS60,285$7.66M3.6%-39413F-HRTimeline
Phoenix Wealth Advisors56,438$7.17M3.13%+5,91513F-HRTimeline
IFG Advisory, LLC55,289$7.03M0.39%-1,22613F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC53,853$6.84M0.12%new13F-HRTimelineGroup
MOTIVE WEALTH ADVISORS52,178$6.63M3.55%-5,70513F-HRTimeline
LEGACY SOLUTIONS, LLC51,323$6.52M7.18%+99913F-HRTimeline
Spectrum Wealth Advisory Group, LLC50,772$6.45M3.1%+2513F-HRTimeline
Atria Wealth Solutions, Inc.50,360$6.4M0.08%+4,28813F-HRTimeline
Bawa N Mallick Trust50,130$6.37M3.02%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC49,572$6.3M0.17%+9,42413F-HRTimeline
Perigon Wealth Management, LLC49,494$6.29M0.16%-10,56713F-HRTimeline
NewEdge Advisors, LLC42,255$5.37M0.03%+97813F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…41,272$5.24M1.9%+2,05313F-HRTimeline
Foundry Financial Group, Inc.41,178$5.23M3.22%+76013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC40,210$5.11M0.03%-97013F-HRTimelineGroup
TRANSATLANTIQUE PRIVATE WEALTH LLC39,480$5.02M2%-13513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC39,332$5M0.11%-2,92313F-HRTimeline
1900 WEALTH MANAGEMENT LLC39,233$4.99M0.41%-27713F-HRTimeline
Franklin Resourcesgroup of 2 filers holding39,184$4.98M+1,266Timeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC39,177$4.98M0.04%-3,85713F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.38,904$4.94M0.66%-73813F-HRTimeline
Able Wealth Management LLC38,698$4.92M2.92%-10813F-HRTimeline
RFG Advisory, LLC38,541$4.9M0.13%-59913F-HRTimeline
CWM, LLCin group CWM, LLC38,274$4.86M0.02%+38113F-HRTimelineGroup
First Heartland Consultants, Inc.37,581$4.78M0.49%-24213F-HRTimeline
Columbus Macro, LLC37,293$4.74M0.62%+54213F-HRTimeline
Cornerstone Advisory, LLC34,737$4.58M0.53%-35213F-HRTimeline
Endowment Wealth Management, Inc.35,660$4.53M2.92%+4,69513F-HRTimeline
Seven Springs Wealth Group, LLC34,763$4.42M1.57%+10,80013F-HRTimeline
Janney Montgomery Scott LLC34,617$4.4M0.01%+1,45613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI34,526$4.39M0.24%+2,41213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC34,060$4.33M0.06%+2,35113F-HRTimelineGroup
Merkkuri Wealth Advisors LLC33,987$4.32M3.7%+1,39213F-HRTimeline
Garde Capital, Inc.33,216$4.22M0.24%+8,81113F-HRTimeline
Old Mission Investment Co LLC32,832$4.17M1.25%-31613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\32,696$4.16M0.01%-2,53013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/32,165$4.09M<0.01%+63413F-HRTimelineGroup
MCDONALD PARTNERS LLC32,033$4.07M1.06%+3313F-HRTimeline
Windward Private Wealth Management Inc.31,352$3.98M1.55%-18713F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP31,194$3.96M0.01%-4,70613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp31,100$3.95M0.01%-4,74713F-HRTimelineGroup
AE Wealth Management LLC31,037$3.94M0.03%+7,47013F-HRTimeline
Stonebridge Financial Planning Group, L…30,917$3.93M1.79%-1,33013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.30,275$3.85M0.28%+57013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …29,607$3.76M0.1%+2,08613F-HRTimelineGroup
WealthShield Partners, LLC29,332$3.73M0.48%+6,72113F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA29,318$3.73M0.01%+22713F-HRTimelineGroup
IEQ CAPITAL, LLC29,027$3.69M0.03%+8,89013F-HRTimeline
Neumann Capital Management, LLC28,407$3.61M1.25%-1,61013F-HRTimeline
ASPIRIANT, LLC27,787$3.53M0.12%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…27,466$3.52M0.01%+79013F-HR/ATimelineGroup
Greenline Partners, LLC22,010$3.5M0.55%-5,56413F-HRTimeline
Flagship Private Wealth, LLC27,526$3.5M1.67%-87113F-HRTimeline
Western Wealth Management, LLC27,198$3.46M0.23%-1,39813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …26,802$3.44M0.01%+17,63813F-HRTimelineGroup
Golden State Wealth Management, LLC26,826$3.41M0.51%-1,02113F-HR/ATimeline
BEAM WEALTH ADVISORS, INC.26,799$3.41M1.15%-8413F-HRTimeline
D.A. DAVIDSON & CO.26,685$3.39M0.03%+2,16313F-HRTimeline
Capital Investment Advisory Services, L…26,401$3.36M0.3%-19613F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC26,390$3.35M1.5%-4,03813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…26,345$3.35M0.07%+3,32113F-HRTimelineGroup
JMG Financial Group, Ltd.26,181$3.33M0.11%013F-HRTimeline
Cornell Pochily Investment Advisors, In…26,099$3.32M1.17%+1,06113F-HRTimeline
FINANCIAL COUNSELORS INC25,992$3.3M0.05%+13313F-HRTimeline
Armstrong, Fleming & Moore, Inc25,126$3.19M3.86%new13F-HRTimeline
HB Wealth Management, LLC24,938$3.17M0.03%-1,05013F-HRTimeline
Curi Capital, LLC24,231$3.08M0.08%new13F-HRTimeline
CENTRAL TRUST Co24,148$3.07M0.08%+2813F-HRTimeline
Colorado Capital Management, Inc.23,870$3.03M1.41%-2,11813F-HRTimeline
Omega Financial Group, LLC23,621$3M1.15%-23813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,092$2.93M0.1%+12113F-HRTimeline
Caliber Wealth Management, LLC / KS23,082$2.93M0.4%13F-HRTimeline
William Howard & Co Financial Advisors …22,566$2.87M2.69%013F-HRTimeline
&PARTNERS22,042$2.8M0.03%+2,52213F-HRTimeline
BAILARD, INC.21,996$2.8M0.07%-3,07613F-HRTimeline
Caprock Group, LLC21,768$2.77M0.08%+4,30113F-HRTimeline
Stokes Family Office, LLC21,124$2.68M0.3%-54013F-HRTimeline
EVOKE WEALTH, LLC21,075$2.68M0.07%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV20,760$2.64M0.01%-1,19413F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC20,524$2.61M0.67%-93913F-HR/ATimeline
Rooted Wealth Advisors, Inc.22,350$2.57M1.11%+95613F-HRTimeline
Eagle Strategies LLC19,537$2.48M0.43%+77913F-HRTimeline
Traveka Wealth, LLC19,390$2.46M1.38%+113F-HRTimeline
Beacon Pointe Advisors, LLC19,390$2.46M0.03%+1,45413F-HRTimeline
Legacy Private Trust Co.19,300$2.45M0.17%013F-HRTimeline