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Disclosery

IUSG ISHARES TR

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ETF (fund)

812 managers (823 13F filers) reported a position in IUSG shares at 2025-09-30, 115,731,297 shares in all. 67 filers opened a position and 38 filers sold out during the quarter.

Managers
812
13F filers
823
New
67
Added
260
Reduced
258
Sold out
38
Shares held by filers
115,731,297

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/41,653,716$6.85B0.51%-1,810,35113F-HR/ATimelineGroup
LPL Financial LLC14,033,355$2.31B0.67%+389,15013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY14,020,198$2.31B0.14%-26,11113F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,232,290$855M0.58%-933,62613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,250,952$370M0.11%+200,98413F-HRTimelineGroup
Blue Trust, Inc.1,916,000$315M3.54%-59,36913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,606,944$264M0.02%+97,18313F-HR/ATimelineGroup
Merit Financial Group, LLC1,412,197$232M2.14%-127,37813F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,315,663$216M0.07%-32313F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,196,300$197M0.04%-66,36113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,150,148$189M0.25%-39,78513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,081,133$178M0.04%-32,12813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,067,122$176M+86,208Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,055,114$174M0.03%+21,63513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…865,743$142M0.09%+80,71313F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers772,818$127M0.19%+85,07413F-HRTimelineGroup
Facet Wealth, Inc.727,931$120M2.48%+20,23313F-HRTimeline
FMR LLCin group FMR LLC700,410$115M0.01%-7,88813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC677,124$111M1.26%+21,72813F-HRTimelineGroup
Cetera Investment Advisers625,090$103M0.12%+209,43813F-HRTimeline
HighTower Advisors, LLC568,434$93.5M0.11%+1,51413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…505,397$83.2M0.06%+8,01713F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…475,926$78.3M1.07%-7,94713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC465,894$76.8M0.02%+6,49613F-HRTimelineGroup
Allworth Financial LP446,824$73.5M0.33%-14,67913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.447,507$70.9M0.1%+4,32813F-HRTimelineGroup
Madison Wealth Partners, Inc392,985$64.7M12.79%-15,14813F-HRTimeline
FIL Ltdin group FIL Ltd367,610$60.5M0.05%-43,44813F-HRTimelineGroup
Modera Wealth Management, LLC365,243$60.1M0.7%-14,21213F-HRTimeline
Legacy Financial Group LLC358,452$59M7.72%-2,27913F-HRTimeline
CX Institutional357,572$58.8M1.79%-102,90313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC348,963$57.4M0.95%+44,02913F-HRTimelineGroup
Tennessee Valley Asset Management Partn…343,509$56.5M7.67%new13F-HRTimeline
Cardinal Strategic Wealth Guidance332,687$54.7M14.72%-1,67813F-HRTimeline
Tanglewood Legacy Advisors, LLC319,082$52.5M20.28%+5,09213F-HRTimeline
HOWE & RUSLING INC314,448$51.7M3.55%-4,64713F-HRTimeline
BLAIR WILLIAM & CO/IL300,707$49.5M0.13%+26,27113F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding287,048$47.2M-8,378Timeline
Aurdan Capital Management, LLC273,421$45M14.31%-13,62313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.267,146$44M0.32%+15,24713F-HRTimelineGroup
DDFG, Inc263,764$43.4M10.02%-6313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP261,173$43M0.07%+31,60313F-HRTimelineGroup
Veracity Capital LLC252,005$41.5M13.34%+5,89913F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC241,374$39.7M20.7%+32713F-HRTimeline
Cambridge Investment Research Advisors,…235,892$38.8M0.11%-4,99413F-HRTimeline
ALLIANCEBERNSTEIN L.P.233,904$38.5M0.01%-3,51913F-HRTimeline
Private Advisor Group, LLC213,270$35.1M0.17%+8,48713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp212,756$35M0.66%-10,26013F-HRTimelineGroup
Valmark Advisers, Inc.204,385$33.6M0.43%-19713F-HRTimeline
SCS Capital Management LLC203,954$33.6M0.37%-14,06913F-HRTimeline
Aspen Wealth Management LLC201,262$33.1M7.35%-3,40613F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC197,105$32.4M3.4%+3,85413F-HRTimeline
MML INVESTORS SERVICES, LLC197,015$32.4M0.09%-14,23913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.193,691$31.9M7.38%+13,06113F-HRTimeline
Strategies Wealth Advisors, LLC181,327$29.8M3.1%-23,47813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding180,704$29.7M-7,102Timeline
ForthRight Wealth Management, LLC179,898$29.6M8.6%-1,17813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp170,729$28.1M0.01%-46,37713F-HRTimelineGroup
Waldron Private Wealth LLC166,664$27.4M1.11%-14,85413F-HRTimeline
Sanctuary Advisors, LLC154,575$25.4M0.15%+12,41413F-HR/ATimeline
Petix & Botte Co147,657$24.3M5.61%-11,91613F-HRTimeline
Atria Investments, Inc146,652$24.1M0.28%+1,24313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management144,879$23.8M0.81%-9,79313F-HRTimelineGroup
Hudock, Inc.139,805$23M3.49%-3,32313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC139,409$22.9M<0.01%+27,96613F-HRTimelineGroup
Curi Capital, LLC135,752$22.3M0.41%+78,71013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP135,258$22.3M0.02%+71513F-HRTimelineGroup
DOLIVER ADVISORS, LP134,622$22.2M5.73%-5,95713F-HRTimeline
Integrated Wealth Concepts LLC131,863$21.7M0.19%+3,94513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…130,345$21.4M0.04%+6,43513F-HRTimelineGroup
NorthStar Asset Management LLC /NJ/130,009$21.4M10.24%+2,92513F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE127,995$21.1M0.03%+9,01513F-HRTimelineGroup
Mascoma Wealth Management LLC122,569$20.2M4.45%-2,80313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC121,754$20M7.21%+1,03513F-HR/ATimeline
Birchcreek Wealth Management, LLC120,474$19.8M10.24%+3,29213F-HRTimeline
RWA WEALTH PARTNERS, LLC116,472$19.2M0.22%-37113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC108,508$17.9M1.21%+11,05313F-HRTimeline
Goldstone Financial Group, LLC108,178$17.8M2.11%+4,18613F-HRTimeline
Empowered Funds, LLC108,123$17.8M0.18%new13F-HRTimeline
Horizon Investments, LLC107,845$17.7M0.23%+11,54413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…105,677$17.4M0.3%+3,65313F-HRTimelineGroup
Roberts Financial Services LLC104,237$17.2M5.54%-15,72513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP103,355$17M0.02%+10,97713F-HRTimelineGroup
Canvas Wealth Advisors, LLC101,252$16.7M3.04%-10,33913F-HRTimeline
PCA Investment Advisory Services Inc.100,729$16.6M6.13%+7,76713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.100,574$16.5M<0.01%+10,82113F-HRTimelineGroup
Richard W. Paul & Associates, LLC99,604$16.4M5.59%+19413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…91,515$15.1M0.02%+1,77013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC91,347$15M11.52%+1,10813F-HRTimeline
IHT Wealth Management, LLC89,607$14.7M0.37%+2,97113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…89,550$14.7M0.04%-2,27913F-HRTimeline
Financial Council, LLC86,408$14.2M6.31%-13813F-HRTimeline
Vantage Financial Partners, LLC86,002$14.2M2.98%+1,73713F-HRTimeline
Main Street Financial Solutions, LLC83,755$13.8M0.88%+2,47613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding81,471$13.4M+79Timeline
CAPTRUST FINANCIAL ADVISORS80,277$13.2M0.03%-41013F-HRTimeline
Brio Consultants, LLC80,183$13.2M1.82%-1,59313F-HRTimeline
Cosner Financial Group, LLC78,098$12.9M6.91%-33613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.77,313$12.7M0.02%-8,60013F-HRTimelineGroup
IRONWOOD WEALTH MANAGEMENT, INC.78,419$12.6M5.79%-10,10113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…75,648$12.4M0.09%-2,42813F-HRTimelineGroup
VestGen Advisors, LLC75,421$12.4M0.41%-5413F-HRTimeline
Creative Planningin group Creative Planning74,778$12.3M0.01%-25813F-HRTimelineGroup
OneDigital Investment Advisors LLC73,782$12.1M0.12%-2,50113F-HRTimeline
COMERICA BANK72,987$12M0.05%-1,01213F-HRTimeline
BOS Asset Management, LLC71,862$11.8M3.33%-90613F-HRTimeline
STEVENS CAPITAL PARTNERS70,175$11.5M3.45%+4,97513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC69,994$11.5M0.07%-2,73613F-HR/ATimelineGroup
Janney Montgomery Scott LLC69,245$11.4M0.03%+34,93013F-HRTimeline
Quent Capital, LLC68,210$11.2M0.94%-3,47913F-HRTimeline
Global Strategic Investment Solutions, …66,710$11M1.1%-1,00113F-HRTimeline
Independence Financial Advisors, LLC65,217$10.7M3.27%-8,94313F-HRTimeline
IFG Advisory, LLC64,619$10.6M0.48%+3,39713F-HRTimeline
Foundry Financial Group, Inc.63,729$10.5M5.51%+22,71213F-HRTimeline
Mariner, LLCin group Mariner, LLC61,246$10.1M0.01%+43013F-HRTimelineGroup
Elevation Capital Advisory, LLC59,514$9.79M3.91%+36,06113F-HRTimeline
Cresset Asset Management, LLC58,429$9.61M0.04%-1,84713F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC56,725$9.33M0.21%+1,25113F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…54,654$8.99M0.33%-86,33013F-HRTimelineGroup
&PARTNERS54,380$8.95M0.06%+35,40513F-HRTimeline
MOTIVE WEALTH ADVISORS52,184$8.59M3.7%-1,83213F-HRTimeline
LEGACY SOLUTIONS, LLC51,096$8.41M7.56%-1,15513F-HRTimeline
Spectrum Wealth Advisory Group, LLC50,644$8.33M3.44%-15313F-HRTimeline
Perigon Wealth Management, LLC50,455$8.3M0.17%-24313F-HRTimeline
Bawa N Mallick Trust50,164$8.25M3.12%+3413F-HRTimeline
Seven Springs Wealth Group, LLC49,420$8.13M1.97%+9,04313F-HRTimeline
AAFMAA Wealth Management & Trust LLC47,742$7.86M3.12%+14813F-HRTimeline
Phoenix Wealth Advisors46,599$7.67M2.95%-17813F-HRTimeline
Endowment Wealth Management, Inc.46,147$7.59M3.45%+4,64413F-HRTimeline
NewEdge Advisors, LLC46,042$7.58M0.03%+1,94513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC45,524$7.49M0.46%-1,07013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC45,002$7.4M2.42%+3,00213F-HRTimeline
CWM, LLCin group CWM, LLC44,189$7.27M0.02%-3,32113F-HRTimelineGroup
Amplius Wealth Advisors, LLC43,598$7.17M0.62%-75,07913F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…42,714$7.03M2.21%+1,03313F-HRTimeline
Merkkuri Wealth Advisors LLC41,829$6.88M4.99%+68613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …40,927$6.73M0.14%+13,11113F-HRTimelineGroup
RFG Advisory, LLC39,792$6.55M0.14%+13713F-HRTimeline
Able Wealth Management LLC39,080$6.43M2.42%-46713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC38,857$6.39M0.09%+74613F-HRTimeline
Global Retirement Partners, LLC38,375$6.31M0.14%+1,24513F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC37,940$6.24M0.04%-48113F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC37,336$6.14M0.06%+1,51413F-HRTimelineGroup
Old Mission Investment Co LLC37,185$6.12M1.49%+4,60113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/36,674$6.03M<0.01%+3,81413F-HRTimelineGroup
First Heartland Consultants, Inc.36,492$6M0.48%-39513F-HRTimeline
1900 WEALTH MANAGEMENT LLC35,593$5.86M0.4%-2,04613F-HRTimeline
Cornerstone Advisory, LLC34,883$5.74M0.56%+27113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC34,360$5.65M0.02%-3,93413F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI34,303$5.64M0.32%-6013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\33,933$5.58M<0.01%+16,00213F-HRTimelineGroup
Garde Capital, Inc.33,909$5.58M0.28%+53713F-HRTimeline
D.A. DAVIDSON & CO.32,345$5.32M0.03%+43413F-HRTimeline
MCDONALD PARTNERS LLC32,033$5.27M1.57%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding31,940$5.26M-167Timeline
M&T Bank Corpin group M&T Bank Corp31,630$5.2M0.02%-79413F-HRTimelineGroup
Stonebridge Financial Planning Group, L…30,390$5M1.88%-1313F-HRTimeline
Windward Private Wealth Management Inc.30,375$5M1.72%-1,53013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA29,963$4.93M0.01%+77013F-HRTimelineGroup
Rooted Wealth Advisors, Inc.29,816$4.92M1.5%+89713F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC29,689$4.88M0.83%+6,91513F-HRTimeline
WealthShield Partners, LLC29,324$4.82M0.55%-6813F-HRTimeline
Flagship Private Wealth, LLC29,049$4.78M1.92%+1,16113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…28,987$4.77M0.01%+28313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…28,823$4.74M0.1%-1,75013F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…28,789$4.74M1.41%+1,29613F-HRTimeline
Neumann Capital Management, LLC27,977$4.6M1.35%+7013F-HRTimeline
ASPIRIANT, LLC27,787$4.57M0.14%013F-HRTimeline
Greenline Partners, LLC27,574$4.54M0.55%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\27,095$4.46M0.01%-2,70113F-HRTimelineGroup
JMG Financial Group, Ltd.26,307$4.33M0.12%+12613F-HRTimeline
RFG - Bristol Wealth Advisors, LLC26,144$4.3M1.24%-68,20213F-HRTimeline
Midwest Trust Co25,589$4.21M0.05%-41413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC25,300$4.16M0.01%+17,70013F-HRTimeline
Western Wealth Management, LLC24,975$4.11M0.22%+1113F-HRTimeline
HB Wealth Management, LLC24,877$4.09M0.03%+1,54113F-HRTimeline
Columbus Macro, LLC24,842$4.09M0.47%-8,10313F-HRTimeline
Omega Financial Group, LLC24,536$4.04M1.36%+12513F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC24,464$4.03M1.57%-2,53113F-HR/ATimeline
CENTRAL TRUST Co24,442$4.02M0.08%+40013F-HRTimeline
Golden State Wealth Management, LLC24,214$3.98M0.44%-94313F-HRTimeline
Capital Investment Advisory Services, L…24,211$3.98M0.32%-2,03513F-HRTimeline
Stokes Family Office, LLC23,552$3.88M0.37%+1,24413F-HRTimeline
Americana Partners, LLC22,877$3.76M0.11%-12,98613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,847$3.76M0.09%-91713F-HRTimeline
Colorado Capital Management, Inc.22,710$3.74M1.45%-77513F-HRTimeline
William Howard & Co Financial Advisors …22,566$3.71M3.16%013F-HRTimeline
BAILARD, INC.21,585$3.55M0.08%-44513F-HRTimeline
EVOKE WEALTH, LLC21,075$3.47M0.07%013F-HRTimeline
Valpey Financial Services, LLC21,059$3.47M2.27%-1,27013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV20,959$3.45M0.01%-34113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,896$3.44M<0.01%new13F-HRTimelineGroup
Caliber Wealth Management, LLC / KS20,659$3.4M0.38%-1,30613F-HRTimeline
IEQ CAPITAL, LLC20,461$3.37M0.01%-2,89413F-HRTimeline
Eagle Strategies LLC20,230$3.33M0.45%-83913F-HRTimeline
Bulwark Capital Corp20,101$3.31M2.57%-5513F-HRTimeline
BEAM WEALTH ADVISORS, INC.20,068$3.3M0.9%-4,44113F-HRTimeline
Sunbelt Securities, Inc.19,397$3.19M0.22%+11,76013F-HRTimeline
Legacy Private Trust Co.19,300$3.18M0.19%013F-HRTimeline
Orion Porfolio Solutions, LLC19,295$3.17M0.02%+9,27313F-HRTimeline