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Disclosery

IUSG ISHARES TR

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ETF (fund)

870 managers (883 13F filers) reported a position in IUSG shares at 2025-12-31, 120,322,886 shares in all. 60 filers opened a position and 40 filers sold out during the quarter.

Managers
870
13F filers
883
New
60
Added
263
Reduced
283
Sold out
40
Shares held by filers
120,322,886

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/43,507,215$7.31B0.53%+1,853,49913F-HRTimelineGroup
LPL Financial LLC14,224,602$2.39B0.65%+191,24713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY14,005,357$2.35B0.14%-14,84113F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,355,686$900M0.55%+123,39613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,303,749$387M0.11%+52,79713F-HRTimelineGroup
Blue Trust, Inc.1,870,642$314M3.55%-45,35813F-HRTimeline
Merit Financial Group, LLC1,626,452$273M2.19%+214,25513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,621,371$272M0.02%+14,42713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,452,646$244M0.08%+136,98313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,421,023$239M+353,901Timeline
UBS Group AGgroup of 2 filers holding1,203,176$202M+6,876Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,159,832$195M0.04%+78,69913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,074,415$180M0.03%+19,30113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,051,235$177M0.24%-98,91313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,005,357$169M0.09%+139,61413F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers939,473$158M0.22%+166,65513F-HRTimelineGroup
Facet Wealth, Inc.773,302$133M2.35%+45,37113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC712,182$120M1.32%+35,05813F-HRTimelineGroup
FMR LLCin group FMR LLC686,399$116M0.01%-14,01113F-HRTimelineGroup
Cetera Investment Advisers615,595$103M0.11%-9,49513F-HRTimeline
HighTower Advisors, LLC571,921$96M0.11%+3,48713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…467,252$78.5M1.05%-8,67413F-HRTimelineGroup
SHP Wealth Management466,387$78.3M6.09%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC460,641$77.4M0.02%-5,25313F-HRTimelineGroup
Allworth Financial LP431,822$72.5M0.3%-15,00213F-HRTimeline
BLAIR WILLIAM & CO/IL419,694$70.5M0.19%+118,98713F-HRTimeline
Madison Wealth Partners, Inc401,259$67.4M12.3%+8,27413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.398,510$67M0.1%-48,99713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP353,947$59.5M0.08%+92,77413F-HR/ATimelineGroup
Tennessee Valley Asset Management Partn…353,247$59.3M7.69%+9,73813F-HRTimeline
Modera Wealth Management, LLC347,160$58.3M0.67%-18,08313F-HRTimeline
CX Institutional343,577$57.7M1.72%-13,99513F-HRTimeline
Cardinal Strategic Wealth Guidance334,528$56.2M14.68%+1,84113F-HRTimeline
Legacy Financial Group LLC338,551$55.6M6.87%-19,90113F-HRTimeline
Tanglewood Legacy Advisors, LLC325,119$54.6M20.5%+6,03713F-HRTimeline
HOWE & RUSLING INC322,597$54.2M3.58%+8,14913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC306,857$51.5M0.8%-42,10613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…288,381$48.4M0.03%-217,01613F-HR/ATimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding278,407$46.8M-8,641Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.276,433$46.4M0.32%+9,28713F-HRTimelineGroup
Aurdan Capital Management, LLC274,409$46.1M14.21%+98813F-HRTimeline
DDFG, Inc267,464$44.9M9.83%+3,70013F-HRTimeline
Veracity Capital LLC255,176$42.9M12.71%+3,17113F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC238,577$40.1M20.12%-2,79713F-HRTimeline
ALLIANCEBERNSTEIN L.P.235,813$39.6M0.01%+1,90913F-HRTimeline
Cambridge Investment Research Advisors,…229,766$38.6M0.1%-6,12613F-HRTimeline
Bleakley Financial Group, LLC228,719$38.4M0.67%+218,13813F-HRTimeline
Curi Capital, LLC215,771$36.2M0.63%+80,01913F-HRTimeline
Private Advisor Group, LLC211,236$35.5M0.17%-2,03413F-HRTimeline
SCS Capital Management LLC205,706$34.5M0.37%+1,75213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp204,667$34.4M0.64%-8,08913F-HRTimelineGroup
VOISARD ASSET MANAGEMENT GROUP, INC.200,766$33.7M7.28%+7,07513F-HRTimeline
Valmark Advisers, Inc.198,616$33.4M0.41%-5,76913F-HRTimeline
Aspen Wealth Management LLC198,031$33.3M6.98%-3,23113F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC192,634$32.4M3.37%-4,47113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding182,358$30.6M+1,654Timeline
ForthRight Wealth Management, LLC176,125$29.6M8.5%-3,77313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…175,404$29.5M0.05%+45,05913F-HR/ATimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…175,299$29.4M0.08%+85,74913F-HRTimeline
FIL Ltdin group FIL Ltd173,794$29.4M0.02%-193,81613F-HRTimelineGroup
Strategies Wealth Advisors, LLC167,565$28.1M2.82%-13,76213F-HRTimeline
Waldron Private Wealth LLC164,420$27.6M1.09%-2,24413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp162,234$27.2M<0.01%-8,49513F-HRTimelineGroup
Sanctuary Advisors, LLC154,541$26M0.14%-3413F-HRTimeline
MML INVESTORS SERVICES, LLC153,275$25.7M0.06%-43,74013F-HRTimeline
Alliance Private Wealth, LLC153,374$25.6M8.92%13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE148,115$24.9M0.03%+20,12013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP141,831$23.8M0.02%+6,57313F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management141,683$23.8M0.8%-3,19613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC140,405$23.6M<0.01%+99613F-HR/ATimelineGroup
Hudock, Inc.140,284$23.6M3.47%+47913F-HRTimeline
NorthStar Asset Management LLC /NJ/136,575$22.9M10.32%+6,56613F-HRTimeline
DOLIVER ADVISORS, LP130,053$21.8M5.47%-4,56913F-HRTimeline
Petix & Botte Co128,969$21.7M4.91%-18,68813F-HRTimeline
Integrated Wealth Concepts LLC127,067$21.3M0.25%-4,79613F-HRTimeline
Franklin Resourcesgroup of 2 filers holding125,482$21.1M+116,929Timeline
Mascoma Wealth Management LLC119,831$20.1M4.32%-2,73813F-HRTimeline
Atria Investments, Inc118,654$19.9M0.23%-27,99813F-HRTimeline
Birchcreek Wealth Management, LLC118,100$19.8M9.74%-2,37413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…118,097$19.8M0.12%+42,44913F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC117,210$19.7M6.97%-4,54413F-HRTimeline
RWA WEALTH PARTNERS, LLC115,767$19.4M0.21%-70513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…113,980$19.1M0.22%+8,30313F-HRTimelineGroup
Goldstone Financial Group, LLC113,470$19.1M2.12%+5,29213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP111,860$18.8M0.03%+8,50513F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC110,421$18.5M1.09%+1,91313F-HRTimeline
Horizon Investments, LLC109,232$18.3M0.23%+1,38713F-HRTimeline
Richard W. Paul & Associates, LLC103,133$17.3M5.75%+3,52913F-HRTimeline
Roberts Financial Services LLC102,575$17.2M5.41%-1,66213F-HRTimeline
Canvas Wealth Advisors, LLC100,956$17M2.88%-29613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.99,512$16.7M<0.01%-1,06213F-HRTimelineGroup
PCA Investment Advisory Services Inc.95,636$16.1M5.62%-5,09313F-HRTimeline
WIN ADVISORS, INC94,933$15.9M6.77%+76,98213F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC92,617$15.6M11.48%+1,27013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS88,167$14.8M0.03%+7,89013F-HRTimeline
Vantage Financial Partners, LLC86,798$14.6M2.96%+79613F-HRTimeline
Financial Council, LLC85,961$14.4M5.76%-44713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…84,727$14.4M0.02%-6,78813F-HRTimeline
IHT Wealth Management, LLC85,452$14.4M0.35%-4,15513F-HRTimeline
Main Street Financial Solutions, LLC82,766$13.9M1.04%-98913F-HRTimeline
Brio Consultants, LLC81,460$13.7M1.78%+1,27713F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.75,955$12.9M5.8%-2,46413F-HRTimeline
Cosner Financial Group, LLC76,762$12.9M6.58%-1,33613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding76,697$12.9M-4,774Timeline
Creative Planningin group Creative Planning76,424$12.8M0.01%+1,64613F-HRTimelineGroup
COMERICA BANK74,826$12.6M0.05%+1,83913F-HRTimeline
Janney Montgomery Scott LLC74,234$12.5M0.03%+4,98913F-HRTimeline
OneDigital Investment Advisors LLC72,873$12.2M0.12%-90913F-HRTimeline
STEVENS CAPITAL PARTNERS72,558$12.2M3.19%+2,38313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.71,990$12.1M0.02%-5,32313F-HRTimelineGroup
BOS Asset Management, LLC71,532$12M3.22%-33013F-HRTimeline
Foundry Financial Group, Inc.68,969$11.6M5.8%+5,24013F-HRTimeline
IFG Advisory, LLC68,617$11.5M0.5%+3,99813F-HRTimeline
Quent Capital, LLC66,824$11.2M0.81%-1,38613F-HRTimeline
Global Strategic Investment Solutions, …66,650$11.2M1.09%-6013F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP66,532$11.2M0.05%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC64,785$10.9M0.06%-5,20913F-HRTimelineGroup
Independence Financial Advisors, LLC64,448$10.8M2.98%-76913F-HRTimeline
Cresset Asset Management, LLC63,480$10.7M0.05%+5,05113F-HRTimeline
Mariner, LLCin group Mariner, LLC62,450$10.5M0.01%+1,20413F-HRTimelineGroup
&PARTNERS61,876$10.3M0.05%+7,49613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…57,685$9.69M0.31%+3,03113F-HRTimelineGroup
Seven Springs Wealth Group, LLC57,114$9.59M2.74%+7,69413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC56,547$9.5M0.2%-17813F-HRTimeline
Gotham Asset Management, LLC55,910$9.39M0.03%+40,32813F-HRTimeline
Bawa N Mallick Trust50,200$8.43M3.13%+3613F-HRTimeline
South Shore Capital Advisors49,801$8.36M6.11%13F-HRTimeline
Perigon Wealth Management, LLC49,554$8.32M0.15%-90113F-HRTimeline
Spectrum Wealth Advisory Group, LLC48,493$8.14M2.99%-2,15113F-HRTimeline
MOTIVE WEALTH ADVISORS48,380$8.12M3.46%-3,80413F-HRTimeline
LEGACY SOLUTIONS, LLC47,524$7.98M7.01%-3,57213F-HRTimeline
Phoenix Wealth Advisors46,987$7.89M3.04%+38813F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC46,420$7.8M2.45%+1,41813F-HRTimeline
CWM, LLCin group CWM, LLC44,594$7.49M0.02%+40513F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC44,121$7.41M0.44%-1,40313F-HRTimeline
NewEdge Advisors, LLC43,624$7.33M0.03%-2,41813F-HRTimeline
Amplius Wealth Advisors, LLC42,529$7.14M0.6%-1,06913F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…42,296$7.1M2.22%-41813F-HRTimeline
Ackerman Capital Advisors, LLC41,015$6.89M1.38%+26,29213F-HRTimeline
Wall Capital Group, Inc.40,887$6.87M6.54%13F-HRTimeline
Able Wealth Management LLC39,612$6.65M2.1%+53213F-HRTimeline
Global Retirement Partners, LLC38,986$6.55M0.12%+61113F-HRTimeline
OpenArc Corporate Advisory, LLC38,076$6.39M0.11%13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC37,864$6.36M0.05%-7613F-HRTimelineGroup
Merkkuri Wealth Advisors LLC37,685$6.33M4.31%-4,14413F-HRTimeline
RFG Advisory, LLC37,358$6.27M0.12%-2,43413F-HRTimeline
Cornerstone Advisory, LLC36,638$6.15M0.59%+1,75513F-HRTimeline
Old Mission Investment Co LLC36,457$6.12M1.46%-72813F-HRTimeline
First Heartland Consultants, Inc.36,173$6.07M0.46%-31913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC36,149$6.07M0.08%-2,70813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC35,700$6M0.06%-1,63613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …35,511$5.96M0.12%-5,41613F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI35,497$5.96M0.33%+1,19413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC36,003$5.93M0.02%+1,64313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/34,641$5.82M<0.01%-2,03313F-HRTimelineGroup
Americana Partners, LLC34,482$5.79M0.16%+11,60513F-HRTimeline
1900 WEALTH MANAGEMENT LLC34,134$5.73M0.37%-1,45913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\33,933$5.7M<0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.33,802$5.68M0.03%+1,45713F-HRTimeline
Endowment Wealth Management, Inc.33,229$5.58M2.56%-12,91813F-HRTimeline
MCDONALD PARTNERS LLC32,033$5.38M1.69%013F-HRTimeline
Rooted Wealth Advisors, Inc.31,634$5.2M1.46%+1,81813F-HRTimeline
Beacon Pointe Advisors, LLC30,619$5.14M0.04%+11,56213F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC30,413$5.11M0.82%+72413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding30,214$5.07M-1,726Timeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA29,858$5.01M0.01%-10513F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp29,834$5.01M0.02%-1,79613F-HR/ATimelineGroup
Stonebridge Financial Planning Group, L…29,816$5.01M1.81%-57413F-HRTimeline
Windward Private Wealth Management Inc.29,807$5.01M1.73%-56813F-HRTimeline
Garde Capital, Inc.29,750$5M0.3%-4,15913F-HRTimeline
WealthShield Partners, LLC29,108$4.89M0.54%-21613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…29,034$4.88M0.09%+21113F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…28,877$4.85M1.41%+8813F-HRTimeline
Arkadios Wealth Advisors28,782$4.83M0.1%+26,74913F-HRTimeline
Flagship Private Wealth, LLC28,161$4.73M1.86%-88813F-HRTimeline
ASPIRIANT, LLC27,787$4.67M0.13%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…27,747$4.66M0.01%-1,24013F-HRTimelineGroup
Neumann Capital Management, LLC27,756$4.66M1.35%-22113F-HRTimeline
Greenline Partners, LLC27,574$4.63M0.53%013F-HRTimeline
AE Wealth Management LLC26,717$4.49M0.03%+23,27813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\26,542$4.46M0.01%-55313F-HRTimelineGroup
JMG Financial Group, Ltd.26,307$4.42M0.12%013F-HRTimeline
Elevation Capital Advisory, LLC25,669$4.31M1.76%-33,84513F-HRTimeline
Midwest Trust Co25,565$4.29M0.05%-2413F-HRTimeline
Columbus Macro, LLC25,304$4.25M0.47%+46213F-HRTimeline
RFG - Bristol Wealth Advisors, LLC25,036$4.2M1.17%-1,10813F-HRTimeline
HB Wealth Management, LLC24,744$4.16M0.03%-13313F-HRTimeline
Omega Financial Group, LLC24,650$4.14M1.38%+11413F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC24,516$4.12M1.51%+5213F-HRTimeline
CENTRAL TRUST Co24,302$4.08M0.08%-14013F-HRTimeline
BCS Wealth Management23,924$4.02M0.41%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC23,875$4.01M0.09%+1,02813F-HRTimeline
Golden State Wealth Management, LLC23,783$3.99M0.42%-43113F-HRTimeline
Orion Porfolio Solutions, LLC23,373$3.93M0.03%+4,07813F-HRTimeline
Stokes Family Office, LLC23,248$3.9M0.36%-30413F-HRTimeline
William Howard & Co Financial Advisors …22,566$3.79M3.19%013F-HRTimeline
Colorado Capital Management, Inc.22,360$3.75M1.41%-35013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV22,158$3.72M0.01%+1,19913F-HRTimeline
BAILARD, INC.21,987$3.69M0.08%+40213F-HRTimeline
Western Wealth Management, LLC21,541$3.62M0.17%-3,43413F-HRTimeline