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Disclosery

IUSG ISHARES TR

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ETF (fund)

854 managers (870 13F filers) reported a position in IUSG shares at 2026-03-31, 133,283,236 shares in all. 63 filers opened a position and 69 filers sold out during the quarter.

Managers
854
13F filers
870
New
63
Added
293
Reduced
289
Sold out
69
Shares held by filers
133,283,236

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/52,774,558$8.19B0.6%+9,267,34313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY14,545,035$2.26B0.14%+539,67813F-HRTimelineGroup
LPL Financial LLC14,379,337$2.23B0.59%+154,73513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,741,171$1.01B0.49%+1,385,48513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC2,868,030$445M0.12%+564,28113F-HRTimelineGroup
Merit Financial Group, LLC1,954,232$303M2.25%+327,78013F-HRTimeline
Blue Trust, Inc.1,867,421$290M3.32%-3,22113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,574,489$235M0.02%-46,88213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,428,813$222M0.07%-23,83313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,416,898$220M-4,125Timeline
UBS Group AGgroup of 2 filers holding1,386,042$215M+182,866Timeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers1,346,436$209M0.29%+406,96313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,220,118$189M0.04%+145,70313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,132,394$176M0.04%-27,43813F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,114,250$173M0.1%+108,89313F-HRTimelineGroup
Facet Wealth, Inc.813,996$126M2.19%+40,69413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC787,337$122M1.21%+75,15513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC776,775$120M0.17%-274,46013F-HRTimeline
FMR LLCin group FMR LLC696,328$108M0.01%+9,92913F-HRTimelineGroup
Cetera Investment Advisers638,079$99M0.11%+22,48413F-HRTimeline
SHP Wealth Management496,636$77M5.81%+30,24913F-HRTimeline
BLAIR WILLIAM & CO/IL478,278$74.2M0.21%+58,58413F-HRTimeline
HighTower Advisors, LLC465,118$72.1M0.08%-106,80313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…449,559$69.7M0.97%-17,69313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP443,651$68.9M0.1%+89,70413F-HRTimelineGroup
Allworth Financial LP431,049$66.9M0.27%-77313F-HRTimeline
Madison Wealth Partners, Inc410,554$63.7M10.16%+9,29513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC393,461$61M0.01%-67,18013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.378,854$58.8M0.09%-19,65613F-HRTimelineGroup
Modera Wealth Management, LLC352,325$54.6M0.65%+5,16513F-HRTimeline
Legacy Financial Group LLC340,350$52.8M6.64%+1,79913F-HRTimeline
Cardinal Strategic Wealth Guidance339,219$52.6M13.88%+4,69113F-HRTimeline
HOWE & RUSLING INC338,734$52.5M3.43%+16,13713F-HRTimeline
Tanglewood Legacy Advisors, LLC336,216$52.2M18.86%+11,09713F-HRTimeline
Tennessee Valley Asset Management Partn…331,001$51.3M6.78%-22,24613F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding314,516$48.8M+36,109Timeline
KINTRA WEALTH, LLC282,672$43.8M3.1%new13F-HRTimeline
Curi Capital, LLC280,491$43.5M0.78%+64,72013F-HRTimeline
DDFG, Inc273,494$42.4M9.14%+6,03013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.248,081$41.7M0.27%-28,35213F-HRTimelineGroup
Bleakley Financial Group, LLC265,733$41.2M0.64%+37,01413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC254,203$39.4M0.58%-52,65413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…253,457$39.3M0.02%-34,92413F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.228,607$38.4M0.01%-7,20613F-HRTimeline
Aurdan Capital Management, LLC242,473$37.6M11.29%-31,93613F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC241,251$37.4M22.42%+2,67413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP239,000$37.1M0.03%new13F-HRTimelineGroup
Horizon Investments, LLC237,052$36.8M0.41%+127,82013F-HRTimeline
Veracity Capital LLC228,208$35.4M12.65%-26,96813F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.214,919$33.3M7.11%+14,15313F-HRTimeline
Private Advisor Group, LLC212,909$33M0.15%+1,67313F-HRTimeline
SCS Capital Management LLC203,649$31.6M0.33%-2,05713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp198,787$30.8M0.59%-5,88013F-HRTimelineGroup
Aspen Wealth Management LLC198,319$30.8M6.14%+28813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…190,527$29.6M0.05%+15,12313F-HRTimelineGroup
VestGen Advisors, LLC158,945$29.5M0.83%+156,53413F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC188,165$29.2M3.01%-4,46913F-HRTimeline
Valmark Advisers, Inc.187,859$29.1M0.35%-10,75713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding185,740$28.8M+3,382Timeline
Cambridge Investment Research Advisors,…185,642$28.8M0.07%-44,12413F-HRTimeline
ForthRight Wealth Management, LLC173,544$26.9M7.64%-2,58113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…170,474$26.4M0.16%+52,37713F-HRTimelineGroup
CX Institutional166,724$25.9M0.79%-176,85313F-HRTimeline
Waldron Private Wealth LLC160,858$25M0.97%-3,56213F-HRTimeline
Sanctuary Advisors, LLC156,840$24.3M0.13%+2,29913F-HRTimeline
Alliance Private Wealth, LLC156,556$24.3M8.73%+3,18213F-HRTimeline
NorthStar Asset Management LLC /NJ/150,312$23.3M11.26%+13,73713F-HRTimeline
Strategies Wealth Advisors, LLC150,231$23.3M2.34%-17,33413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management138,542$21.5M0.73%-3,14113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP137,791$21.4M0.02%-4,04013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp137,070$21.3M<0.01%-25,16413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC136,662$21.2M0.06%-16,61313F-HRTimeline
Gotham Asset Management, LLC135,676$21M0.06%+79,76613F-HRTimeline
Goldstone Financial Group, LLC135,505$21M2.28%+22,03513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC133,161$20.7M<0.01%-7,24413F-HRTimelineGroup
Integrated Wealth Concepts LLC132,142$20.5M0.16%+5,07513F-HRTimeline
DOLIVER ADVISORS, LP129,820$20.1M4.58%-23313F-HRTimeline
Hudock, Inc.129,400$20.1M2.95%-10,88413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC119,557$19.7M1.11%+9,13613F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.124,598$19.3M1.27%+124,43013F-HRTimelineGroup
Atria Investments, Inc122,573$19M0.21%+3,91913F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC121,279$18.8M0.23%+118,31213F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC118,851$18.4M0.2%+3,08413F-HRTimeline
Birchcreek Wealth Management, LLC118,649$18.4M8.86%+54913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC117,845$18.3M6.55%+63513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…117,066$18.2M0.2%+3,08613F-HRTimelineGroup
Richard W. Paul & Associates, LLC100,734$15.6M5.26%-2,39913F-HRTimeline
PCA Investment Advisory Services Inc.100,231$15.5M5.19%+4,59513F-HRTimeline
Canvas Wealth Advisors, LLC99,400$15.4M2.62%-1,55613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…98,443$15.3M0.04%-76,85613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.98,038$15.2M<0.01%-1,47413F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …95,293$15M0.03%+76,18613F-HRTimelineGroup
FORTRESS FINANCIAL GROUP, LLC96,327$14.9M11.05%+3,71013F-HRTimeline
Roberts Financial Services LLC91,861$14.2M4.53%-10,71413F-HRTimeline
Mascoma Wealth Management LLC91,183$14.1M2.92%-28,64813F-HRTimeline
Main Street Financial Solutions, LLC90,731$14.1M1.03%+7,96513F-HRTimeline
STEVENS CAPITAL PARTNERS90,026$14M3.36%+17,46813F-HRTimeline
Brio Consultants, LLC76,375$13.7M1.68%-5,08513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS88,164$13.7M0.02%-313F-HRTimeline
Janney Montgomery Scott LLC86,904$13.5M0.03%+12,67013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding86,633$13.4M+77,991Timeline
Financial Council, LLC85,867$13.3M5.14%-9413F-HRTimeline
IHT Wealth Management, LLC82,538$12.8M0.3%-2,91413F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.75,917$12.5M5.6%-3813F-HRTimeline
Creative Planningin group Creative Planning79,840$12.4M0.01%+3,41613F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding78,332$12.2M+1,635Timeline
Cosner Financial Group, LLC77,885$12.1M6.64%+1,12313F-HRTimeline
BOS Asset Management, LLC76,934$11.9M3.05%+5,40213F-HRTimeline
Foundry Financial Group, Inc.75,786$11.8M5.83%+6,81713F-HRTimeline
OneDigital Investment Advisors LLC72,583$11.3M0.11%-29013F-HRTimeline
Macro Advisors, Inc.70,289$10.9M4.5%13F-HRTimeline
Mariner, LLCin group Mariner, LLC68,079$10.6M0.01%+5,62913F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE67,779$10.5M0.01%-80,33613F-HRTimelineGroup
Seven Springs Wealth Group, LLC66,118$10.3M2.37%+9,00413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.65,921$10.2M0.02%-6,06913F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC65,588$10.2M0.05%+80313F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…64,035$9.93M0.39%+6,35013F-HRTimelineGroup
Global Strategic Investment Solutions, …63,753$9.89M0.97%-2,89713F-HRTimeline
Quent Capital, LLC62,595$9.71M0.69%-4,22913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC62,431$9.68M0.2%+5,88413F-HRTimeline
Cresset Asset Management, LLC61,972$9.61M0.04%-1,50813F-HRTimeline
Petix & Botte Co60,140$9.33M2.08%-68,82913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP58,611$9.09M0.01%-53,24913F-HRTimelineGroup
Arkadios Wealth Advisors55,782$8.65M0.14%+27,00013F-HRTimeline
&PARTNERS53,248$8.26M0.04%-8,62813F-HRTimeline
Beacon Pointe Advisors, LLC52,808$8.19M0.04%+22,18913F-HRTimeline
NewEdge Advisors, LLC50,266$7.8M0.03%+6,64213F-HR/ATimeline
South Shore Capital Advisors49,550$7.69M5.62%-25113F-HRTimeline
MOTIVE WEALTH ADVISORS48,902$7.59M3.56%+52213F-HRTimeline
Perigon Wealth Management, LLC48,663$7.55M0.14%-89113F-HRTimeline
Phoenix Wealth Advisors46,544$7.22M2.85%-44313F-HRTimeline
Spectrum Wealth Advisory Group, LLC45,645$7.08M2.63%-2,84813F-HRTimeline
Independent Advisor Alliance45,002$6.98M0.07%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL44,642$6.92M0.04%+40,83713F-HRTimeline
LEGACY SOLUTIONS, LLC44,498$6.9M6.4%-3,02613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…43,319$6.81M0.01%-41,40813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC43,423$6.74M0.4%-69813F-HRTimeline
CWM, LLCin group CWM, LLC43,150$6.69M0.02%-1,44413F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding37,487$6.6M+35,747Timeline
Amplius Wealth Advisors, LLC42,295$6.56M0.55%-23413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC42,060$6.52M0.06%+6,36013F-HRTimelineGroup
INVESTMENT ADVISORY SERVICES INC /TX /A…41,022$6.36M2.02%-1,27413F-HRTimeline
Independence Financial Advisors, LLC40,022$6.21M1.86%-24,42613F-HRTimeline
Ackerman Capital Advisors, LLC39,992$6.2M1.27%-1,02313F-HRTimeline
Able Wealth Management LLC39,935$6.19M1.66%+32313F-HRTimeline
Advisory Services Network, LLC39,562$6.14M0.08%+27,37913F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC38,498$5.97M0.04%+63413F-HRTimelineGroup
Merkkuri Wealth Advisors LLC38,342$5.95M3.94%+65713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI37,307$5.79M0.26%+1,81013F-HRTimeline
Bawa N Mallick Trust36,980$5.74M2.35%-13,22013F-HRTimeline
Clearstead Advisors, LLC36,774$5.7M0.05%+24,60013F-HRTimeline
Rooted Wealth Advisors, Inc.32,420$5.67M1.5%+78613F-HRTimeline
Cornerstone Advisory, LLC36,396$5.65M0.53%-24213F-HRTimeline
HRT FINANCIAL LP36,227$5.62M0.01%new13F-HRTimeline
Old Mission Investment Co LLC36,214$5.62M1.31%-24313F-HRTimeline
First Heartland Consultants, Inc.35,559$5.52M0.42%-61413F-HRTimeline
Endowment Wealth Management, Inc.35,096$5.44M2.41%+1,86713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…34,806$5.4M0.1%+5,77213F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC34,758$5.39M0.07%-1,39113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC34,511$5.35M0.02%-1,49213F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\33,933$5.26M<0.01%013F-HRTimelineGroup
D.A. DAVIDSON & CO.33,861$5.25M0.03%+5913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/33,790$5.24M<0.01%-85113F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC32,857$5.1M0.33%-1,27713F-HRTimeline
OpenArc Corporate Advisory, LLC32,511$5.04M0.07%-5,56513F-HRTimeline
MCDONALD PARTNERS LLC32,000$4.96M1.17%-3313F-HRTimeline
Vestmark Advisory Solutions, Inc.31,986$4.96M0.06%+29,38113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC31,986$4.96M0.12%new13F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC31,110$4.83M0.65%+69713F-HRTimeline
Windward Private Wealth Management Inc.30,592$4.75M1.64%+78513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.30,555$4.74M0.27%+34113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC30,361$4.71M<0.01%+17,94513F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…30,090$4.67M1.37%+1,21313F-HRTimeline
TIAAgroup of 3 filers holding30,083$4.66M+225Timeline
Garde Capital, Inc.30,001$4.65M0.28%+25113F-HRTimeline
Quantinno Capital Management LP28,649$4.44M0.01%+7,74813F-HRTimeline
Stonebridge Financial Planning Group, L…28,459$4.41M1.62%-1,35713F-HRTimeline
WealthShield Partners, LLC28,251$4.38M0.49%-85713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp28,010$4.34M0.01%-1,82413F-HR/ATimelineGroup
Flagship Private Wealth, LLC28,008$4.34M1.76%-15313F-HRTimeline
Neumann Capital Management, LLC27,816$4.31M1.27%+6013F-HRTimeline
ASPIRIANT, LLC27,787$4.31M0.12%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…27,670$4.29M0.01%-7713F-HRTimelineGroup
Greenline Partners, LLC27,574$4.28M0.46%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\26,866$4.17M0.01%+32413F-HRTimelineGroup
JMG Financial Group, Ltd.26,307$4.08M0.11%013F-HRTimeline
Columbus Macro, LLC26,299$4.08M0.44%+99513F-HRTimeline
Midwest Trust Co25,836$4.01M0.05%+27113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC25,096$3.89M0.09%+1,22113F-HR/ATimeline
Omega Financial Group, LLC25,013$3.88M1.28%+36313F-HRTimeline
HB Wealth Management, LLC24,810$3.85M0.02%+6613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV24,421$3.79M0.01%+2,26313F-HRTimeline
Golden State Wealth Management, LLC23,283$3.61M0.39%-50013F-HRTimeline
Stokes Family Office, LLC23,142$3.59M0.37%-10613F-HRTimeline
Valpey Financial Services, LLC23,119$3.59M2.33%+2,12813F-HRTimeline
TD Waterhouse Canada Inc.22,812$3.58M0.01%+5,45013F-HRTimeline
Americana Partners, LLC22,908$3.55M0.09%-11,57413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC22,895$3.55M0.29%+3,43813F-HRTimeline
CENTRAL TRUST Co22,730$3.53M0.07%-1,57213F-HRTimeline
William Howard & Co Financial Advisors …22,566$3.5M3.02%013F-HRTimeline