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Disclosery

IUSG ISHARES TR

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ETF (fund)

786 managers (798 13F filers) reported a position in IUSG shares at 2025-06-30, 118,412,814 shares in all. 89 filers opened a position and 50 filers sold out during the quarter.

Managers
786
13F filers
798
New
89
Added
260
Reduced
248
Sold out
50
Shares held by filers
118,412,814

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/43,464,067$6.54B0.53%+348,72513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY14,046,309$2.11B0.14%+459,48813F-HRTimelineGroup
LPL Financial LLC13,644,205$2.05B0.69%+564,79313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,165,916$922M0.7%+73,90213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,049,968$308M0.09%+32,37613F-HRTimelineGroup
Blue Trust, Inc.1,975,369$297M3.5%+90,12913F-HRTimeline
Merit Financial Group, LLC1,539,575$232M2.58%+418,65613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,509,761$227M0.02%-9,20613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,315,986$198M0.07%+73,03613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,262,661$190M0.04%-7,78713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,189,933$179M0.24%-228,89813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,113,261$167M0.04%+7,16113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,033,479$155M0.03%+87,42013F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding980,914$148M-123,956Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…785,030$118M0.08%-1,25413F-HRTimelineGroup
Facet Wealth, Inc.707,698$110M2.5%+36,99713F-HRTimeline
FMR LLCin group FMR LLC708,298$107M0.01%-24,45013F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers687,744$103M0.16%+4,39913F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC655,396$98.6M1.26%+26,57013F-HRTimelineGroup
HighTower Advisors, LLC566,920$85.3M0.11%+12,62713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…497,380$74.8M0.05%+16,32813F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…483,873$72.8M1.17%-128,04613F-HRTimelineGroup
Allworth Financial LP461,503$69.4M0.33%-4,97913F-HRTimeline
CX Institutional460,475$69.3M2.42%+53,30113F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC459,398$68.9M0.02%+23,17013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.443,179$66.7M0.12%-66,04513F-HR/ATimelineGroup
Cetera Investment Advisers415,652$62.5M0.11%+32,87013F-HRTimeline
FIL Ltdin group FIL Ltd411,058$62M0.05%new13F-HRTimelineGroup
Madison Wealth Partners, Inc408,133$61.4M13.4%+17,98513F-HRTimeline
Modera Wealth Management, LLC379,455$57.1M0.71%+143,53613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP376,700$56.7M0.1%+345,50613F-HRTimelineGroup
Legacy Financial Group LLC360,731$54.3M7.57%-100,54913F-HRTimeline
Cardinal Strategic Wealth Guidance334,365$50.3M14.51%-22,55213F-HRTimeline
HOWE & RUSLING INC319,095$48M3.55%+54,43213F-HRTimeline
Tanglewood Legacy Advisors, LLC313,990$47.2M19.37%-1,01313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC304,934$45.9M0.86%+164,84713F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding295,426$44.4M-992Timeline
Aurdan Capital Management, LLC287,044$43.2M14.71%+97613F-HRTimeline
BLAIR WILLIAM & CO/IL274,436$41.3M0.11%+73613F-HRTimeline
DDFG, Inc263,827$39.7M9.98%-56313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.251,899$37.9M0.31%+4,43813F-HRTimelineGroup
Veracity Capital LLC246,106$37M12.85%+16,52213F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC241,047$36.3M20.37%+12,37513F-HRTimeline
Cambridge Investment Research Advisors,…240,886$36.2M0.11%+105,27513F-HRTimeline
ALLIANCEBERNSTEIN L.P.237,423$35.7M0.01%+3,04713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP229,570$34.5M0.05%+35,44713F-HR/ATimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp223,016$33.5M0.77%+220,69513F-HRTimelineGroup
SCS Capital Management LLC218,023$32.8M0.36%-7,14313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp217,106$32.7M0.01%+7,26913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC211,254$31.8M0.09%+25013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.209,690$31.5M0.17%-2,61213F-HRTimeline
Strategies Wealth Advisors, LLC204,805$30.8M3.36%+25,00913F-HRTimeline
Private Advisor Group, LLC204,783$30.8M0.17%+3,57113F-HRTimeline
Aspen Wealth Management LLC204,668$30.8M7.64%+12,07213F-HRTimeline
Valmark Advisers, Inc.204,582$30.8M0.43%+5,41013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC193,251$29.1M3.23%+57213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding187,806$28.2M+8,698Timeline
Waldron Private Wealth LLC181,518$27.3M1.19%new13F-HRTimeline
ForthRight Wealth Management, LLC181,076$27.2M8.49%+6,32313F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.180,630$27.2M7%+17,11213F-HRTimeline
Petix & Botte Co159,573$24M5.89%-8,86313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management154,672$22.3M0.8%-35,64213F-HRTimelineGroup
Atria Investments, Inc145,409$21.9M0.26%-44213F-HRTimeline
Hudock, Inc.143,128$21.5M3.46%+14,92813F-HRTimeline
Sanctuary Advisors, LLC142,161$21.4M0.13%-37,03813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…140,984$21.2M0.82%+1,84413F-HRTimelineGroup
DOLIVER ADVISORS, LP140,579$21.1M5.79%-31,78313F-HRTimeline
Financial Advocates Investment Manageme…138,416$20.8M1.7%-16,71413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP134,543$20.2M0.02%-8,40813F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.132,102$19.9M1.36%+79113F-HRTimelineGroup
Integrated Wealth Concepts LLC127,918$19.2M0.19%+26,65613F-HRTimeline
NorthStar Asset Management LLC /NJ/127,084$19.1M10.08%+5,64713F-HRTimeline
Mascoma Wealth Management LLC125,372$18.9M4.38%-24,94013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…123,910$18.6M0.04%+21,43313F-HR/ATimelineGroup
ELEVATION WEALTH PARTNERS, LLC120,719$18.2M7.17%+1,20713F-HRTimeline
Roberts Financial Services LLC119,962$18M6.22%-3,36713F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE118,980$17.9M0.02%+114,32013F-HRTimelineGroup
Amplius Wealth Advisors, LLC118,677$17.8M1.66%-58713F-HRTimeline
Birchcreek Wealth Management, LLC117,182$17.6M9.98%+4,58013F-HRTimeline
RWA WEALTH PARTNERS, LLC116,843$17.6M0.22%-46213F-HRTimeline
Canvas Wealth Advisors, LLC111,591$17.4M3.43%+2,43013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC111,443$16.8M<0.01%+1,33313F-HRTimelineGroup
Goldstone Financial Group, LLC103,992$15.8M2.08%+1,16813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…102,024$15.3M0.3%+18213F-HRTimelineGroup
Richard W. Paul & Associates, LLC99,410$15M5.41%-87213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC97,455$14.7M1.11%-2013F-HRTimeline
Horizon Investments, LLC96,301$14.5M0.23%+79013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC94,346$14.2M4.4%+3,01513F-HRTimeline
PCA Investment Advisory Services Inc.92,962$14M5.89%-1,60913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP92,378$13.9M0.02%-2,28113F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…91,829$13.8M0.03%+2,84613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…89,745$13.6M0.02%-1,93413F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC90,239$13.6M11.5%-6,05813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.89,753$13.5M<0.01%-42,40413F-HRTimelineGroup
IRONWOOD WEALTH MANAGEMENT, INC.88,520$13.3M6.28%-1,94113F-HRTimeline
IHT Wealth Management, LLC86,636$13M0.36%+4,84813F-HRTimeline
Financial Council, LLC86,546$13M6.28%-21913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.85,913$12.9M0.02%-16,52913F-HRTimelineGroup
Vantage Financial Partners, LLC84,265$12.7M2.92%-32,28613F-HRTimeline
Brio Consultants, LLC81,776$12.3M1.8%-12,35413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding81,392$12.2M+559Timeline
Main Street Financial Solutions, LLC81,279$12.2M0.89%+11,22313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS80,687$12.1M0.03%-2,13613F-HRTimeline
Cosner Financial Group, LLC78,434$11.8M6.57%-1,76513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…78,076$11.7M0.09%-1,35213F-HRTimelineGroup
OneDigital Investment Advisors LLC76,283$11.5M0.13%-13,85213F-HRTimeline
VestGen Advisors, LLC75,475$11.4M0.45%-8213F-HRTimeline
Creative Planningin group Creative Planning75,036$11.3M0.01%-3,34513F-HRTimelineGroup
Independence Financial Advisors, LLC74,160$11.2M4.34%-419,55113F-HRTimeline
COMERICA BANK73,999$11.1M0.04%+4,88713F-HRTimeline
BOS Asset Management, LLC72,768$10.9M3.49%+4,41713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC72,730$10.9M0.08%-12,62213F-HR/ATimelineGroup
Quent Capital, LLC71,689$10.8M1.04%-7,77113F-HRTimeline
Global Strategic Investment Solutions, …67,711$10.2M1.09%-11113F-HRTimeline
STEVENS CAPITAL PARTNERS65,200$10.2M3.65%+4,91513F-HRTimeline
EP Wealth Advisors, LLC67,087$10.1M0.07%+51,44213F-HRTimeline
IFG Advisory, LLC61,222$9.21M0.46%+5,93313F-HRTimeline
Mariner, LLCin group Mariner, LLC60,816$9.15M0.01%-2,16013F-HRTimelineGroup
Cresset Asset Management, LLC60,276$9.07M0.05%-10513F-HR/ATimeline
Curi Capital, LLC57,042$8.58M0.16%+32,81113F-HRTimeline
Atria Wealth Solutions, Inc.55,936$8.48M0.19%+5,57613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC55,474$8.34M0.2%+5,90213F-HRTimeline
MOTIVE WEALTH ADVISORS54,016$8.12M3.7%+1,83813F-HRTimeline
LEGACY SOLUTIONS, LLC52,251$7.86M7.53%+92813F-HRTimeline
Spectrum Wealth Advisory Group, LLC50,797$7.64M3.55%+2513F-HRTimeline
Perigon Wealth Management, LLC50,698$7.62M0.18%+1,20413F-HRTimeline
Bawa N Mallick Trust50,130$7.54M3.11%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC49,986$7.52M0.01%new13F-HRTimelineGroup
WIN ADVISORS, INC47,824$7.19M3.47%new13F-HRTimeline
AAFMAA Wealth Management & Trust LLC47,594$7.16M2.96%-23,86313F-HRTimeline
CWM, LLCin group CWM, LLC47,510$7.14M0.03%+9,23613F-HRTimelineGroup
Ethos Financial Group, LLC46,879$7.05M0.61%new13F-HRTimeline
Phoenix Wealth Advisors46,777$7.04M2.95%-9,66113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC46,594$7.01M0.49%-23,46613F-HRTimeline
NewEdge Advisors, LLC44,097$6.63M0.03%+1,84213F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC42,000$6.32M2.32%+2,52013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…41,681$6.27M2.09%+40913F-HRTimeline
Endowment Wealth Management, Inc.41,503$6.24M3.22%+5,84313F-HRTimeline
Tradewinds, LLC.41,143$6.19M4.7%new13F-HRTimeline
Merkkuri Wealth Advisors LLC41,143$6.19M4.7%+7,15613F-HRTimeline
Foundry Financial Group, Inc.41,017$6.17M3.51%-16113F-HRTimeline
Seven Springs Wealth Group, LLC40,377$6.07M1.5%+5,61413F-HRTimeline
RFG Advisory, LLC39,655$5.96M0.14%+1,11413F-HRTimeline
Able Wealth Management LLC39,547$5.95M3%+84913F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC38,421$5.78M0.04%-75613F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC38,294$5.76M0.03%-1,91613F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC38,111$5.73M0.09%-1,22113F-HRTimeline
1900 WEALTH MANAGEMENT LLC37,639$5.66M0.43%-1,59413F-HRTimeline
Global Retirement Partners, LLC37,130$5.58M0.14%13F-HRTimeline
First Heartland Consultants, Inc.36,887$5.55M0.49%-69413F-HRTimeline
Americana Partners, LLC35,863$5.39M0.19%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC35,822$5.39M0.06%+1,76213F-HRTimelineGroup
Cornerstone Advisory, LLC34,612$5.21M0.56%-12513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI34,363$5.17M0.32%-16313F-HRTimeline
Janney Montgomery Scott LLC34,315$5.16M0.01%-30213F-HRTimeline
Garde Capital, Inc.33,372$5.02M0.27%+15613F-HRTimeline
Columbus Macro, LLC32,945$4.95M0.61%-4,34813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/32,860$4.94M<0.01%+69513F-HRTimelineGroup
Old Mission Investment Co LLC32,584$4.9M1.34%-24813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp32,424$4.88M0.02%+1,32413F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding32,107$4.83M+1,832Timeline
MCDONALD PARTNERS LLC32,033$4.82M1.16%013F-HRTimeline
D.A. DAVIDSON & CO.31,911$4.8M0.03%+5,22613F-HRTimeline
Windward Private Wealth Management Inc.31,905$4.8M1.73%+55313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…30,573$4.6M0.1%+4,22813F-HRTimelineGroup
Stonebridge Financial Planning Group, L…30,403$4.57M1.91%-51413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\29,796$4.48M0.01%-2,90013F-HRTimelineGroup
WealthShield Partners, LLC29,392$4.42M0.53%+6013F-HRTimeline
AE Wealth Management LLC29,249$4.4M0.03%-1,78813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA29,193$4.39M0.01%-12513F-HRTimelineGroup
Rooted Wealth Advisors, Inc.28,919$4.37M1.51%+6,56913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…28,704$4.32M0.01%+1,23813F-HR/ATimelineGroup
Neumann Capital Management, LLC27,907$4.2M1.32%-50013F-HRTimeline
Flagship Private Wealth, LLC27,888$4.19M1.78%+36213F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …27,816$4.18M0.1%-1,79113F-HRTimelineGroup
ASPIRIANT, LLC27,787$4.18M0.13%013F-HRTimeline
Greenline Partners, LLC27,574$4.15M0.56%+5,56413F-HRTimeline
Cornell Pochily Investment Advisors, In…27,493$4.13M1.35%+1,39413F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC26,995$4.06M1.73%+60513F-HRTimeline
Capital Investment Advisory Services, L…26,246$3.95M0.32%-15513F-HRTimeline
JMG Financial Group, Ltd.26,181$3.94M0.12%013F-HRTimeline
Midwest Trust Co26,003$3.91M0.05%13F-HRTimeline
Golden State Wealth Management, LLC25,157$3.78M0.46%-1,66913F-HRTimeline
Western Wealth Management, LLC24,964$3.75M0.22%-2,23413F-HRTimeline
BEAM WEALTH ADVISORS, INC.24,509$3.69M1.1%-2,29013F-HRTimeline
Omega Financial Group, LLC24,411$3.67M1.32%+79013F-HRTimeline
CENTRAL TRUST Co24,042$3.62M0.08%-10613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,764$3.57M0.1%+67213F-HRTimeline
Colorado Capital Management, Inc.23,485$3.53M1.51%-38513F-HRTimeline
Elevation Capital Advisory, LLC23,453$3.53M1.41%new13F-HRTimeline
IEQ CAPITAL, LLC23,355$3.51M0.02%-5,67213F-HRTimeline
HB Wealth Management, LLC23,336$3.51M0.03%-1,60213F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC22,774$3.43M0.76%+2,25013F-HRTimeline
William Howard & Co Financial Advisors …22,566$3.39M2.96%013F-HRTimeline
Valpey Financial Services, LLC22,329$3.36M2.32%13F-HRTimeline
Stokes Family Office, LLC22,308$3.36M0.35%+1,18413F-HRTimeline
BAILARD, INC.22,030$3.31M0.08%+3413F-HRTimeline
Caliber Wealth Management, LLC / KS21,965$3.3M0.36%-1,11713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV21,300$3.2M0.01%+54013F-HRTimeline
EVOKE WEALTH, LLC21,075$3.17M0.07%013F-HRTimeline