Skip to content
Disclosery

IUSG ISHARES TR

Follow

ETF (fund)

Filings received so far for Q3 2026: 46 13F filers report a position in IUSG shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Veracity Capital LLC228,843$44.3M11.93%+1,44113F-HRTimeline
CX Institutional159,903$31M0.84%+5,42513F-HRTimeline
DOLIVER ADVISORS, LP120,602$23.4M5.13%-9,13313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC118,622$23M6.46%+39713F-HRTimeline
BOS Asset Management, LLC59,795$11.6M2.71%-1,29713F-HRTimeline
LEGACY SOLUTIONS, LLC45,681$8.85M6.76%+1,22713F-HRTimeline
First Heartland Consultants, Inc.34,215$6.63M0.44%-88913F-HRTimeline
Independence Financial Advisors, LLC27,672$5.36M1.35%-1,44513F-HRTimeline
Farther Finance Advisors, LLC13,805$2.67M0.02%+15313F-HRTimeline
RFG - Bristol Wealth Advisors, LLC11,712$2.27M0.54%-43213F-HRTimeline
Apella Capital, LLC11,227$2.23M0.03%+7,91813F-HRTimeline
YHB Investment Advisors, Inc.9,982$1.93M0.12%-9513F-HRTimeline
Investors Research Corp9,164$1.78M0.31%+19713F-HRTimeline
SAPIENT CAPITAL LLC6,608$1.28M0.02%+52713F-HRTimeline
Venture Visionary Partners LLC6,479$1.26M0.03%-2413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC5,772$1.12M0.07%+55713F-HRTimeline
FC Advisory LLC4,990$967K0.25%013F-HRTimeline
Insight Wealth Strategies, LLC4,892$948K0.09%+413F-HRTimeline
Kaizen Financial Strategies4,652$901K0.35%+513F-HRTimeline
Weaver Consulting Group4,634$898K0.17%+17213F-HRTimeline
Legacy Private Trust Co.4,330$839K0.05%-37013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,453$669K0.14%-4313F-HRTimeline
Peterson Wealth Advisors, LLC3,407$660K0.08%+413F-HRTimeline
Valeo Financial Advisors, LLC3,324$644K0.01%-32413F-HRTimeline
KFA Private Wealth Group, LLC2,829$548K0.13%+113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,286$448K0.06%013F-HRTimeline
Family Legacy Financial Solutions, LLC2,190$424K0.25%+213F-HRTimeline
Echo45 Advisors LLC2,113$409K0.19%new13F-HRTimeline
Avidian Wealth Enterprises, LLC1,687$327K0.01%013F-HRTimeline
Castle Rock Wealth Management, LLC1,640$327K0.06%+213F-HRTimeline
Acropolis Investment Management, LLC1,642$318K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,600$310K0.01%013F-HRTimeline
Hamilton Capital, LLC1,527$296K0.02%+29613F-HRTimeline
CoreCap Advisors, LLC1,181$229K0.01%+17613F-HRTimeline
Everhart Financial Group, Inc.1,131$219K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC892$173K0.01%-10013F-HRTimeline
GAMMA Investing LLC533$103K<0.01%+24413F-HRTimeline
Roxbury Financial LLC387$74.9K0.06%+113F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH265$51.3K0.01%new13F-HRTimeline
Hickory Point Bank & Trust200$38.8K0.02%013F-HRTimeline
Noble Wealth Management PBC100$19.4K0.01%013F-HRTimeline
GoalVest Advisory LLC92$17.8K<0.01%013F-HRTimeline
EASTERN BANK44$8.53K<0.01%-2813F-HRTimeline
Bullock Wealth Management Group28$5.44K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division22$4.26K<0.01%013F-HRTimeline
Planning Strategies Inc.5$969<0.01%new13F-HRTimeline