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Disclosery

USIG ISHARES TR

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SHS (fund)

457 managers (466 13F filers) reported a position in USIG shares at 2026-06-30, 310,635,317 shares in all. 54 filers opened a position and 50 filers sold out during the quarter.

Managers
457
13F filers
466
New
54
Added
191
Reduced
127
Sold out
50
Shares held by filers
310,635,317

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
UBS Group AGgroup of 2 filers holding69,756,008$3.58B+2,065,110Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/64,560,210$3.31B0.21%+2,890,79513F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …21,938,094$1.13B2.68%+1,588,15113F-HRTimelineGroup
TIAAgroup of 3 filers holding20,845,962$1.07B+56,564Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,266,966$731M0.15%-3,827,75813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC10,298,259$528M0.91%+123,44813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,160,720$521M0.62%-589,23513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.8,824,279$453M0.01%+546,05813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,274,513$424M0.35%+1,165,61313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,437,173$330M-516,011Timeline
Allworth Financial LP5,290,436$271M1.15%-571,83113F-HRTimeline
Franklin Resourcesgroup of 2 filers holding4,958,041$254M+39,116Timeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…3,800,000$195M0.67%new13F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO3,563,725$183M0.16%+201,09813F-HRTimelineGroup
LPL Financial LLC3,519,315$181M0.04%+55,03313F-HRTimeline
Valmark Advisers, Inc.3,405,952$175M1.85%+390,46713F-HRTimeline
1832 Asset Management L.P.3,295,494$169M0.21%+114,08213F-HRTimeline
Asset Management One Co., Ltd.3,002,847$154M0.4%+235,82313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,905,095$149M0.01%+100,73613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,389,937$123M0.15%+1,171,38313F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,385,989$122M0.02%+451,58913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,004,216$103M0.02%+421,18113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,958,795$101M0.01%+158,17113F-HRTimelineGroup
Avidian Wealth Enterprises, LLC1,757,289$90.1M2.5%+65,14913F-HRTimeline
Beacon Pointe Advisors, LLC1,502,940$77.1M0.36%-23,11513F-HRTimeline
North Dakota State Investment Board1,499,747$76.9M3.12%-3,741,72913F-HRTimeline
Cetera Investment Advisers1,296,025$66.5M0.06%+173,25213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding1,233,868$62.2M+685,726Timeline
MCF Advisors LLC831,610$42.7M1.52%+71,81813F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC826,967$42.6M3.75%+13,76113F-HRTimelineGroup
Crestwood Advisors Group, LLC721,501$37M0.55%+73,52213F-HRTimeline
Liberty Mutual Group Asset Management I…in group Liberty Mutual Group Asset Ma…714,850$36.7M3.2%013F-HRTimelineGroup
Trilogy Capital Inc.713,361$36.6M1.43%+43,08013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC690,017$35.4M0.01%+10,17213F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…674,155$34.6M0.07%+81,41913F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC652,977$33.5M1.97%-86413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS628,294$32.2M0.05%+13,49613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA554,822$28.5M<0.01%+47,45613F-HRTimelineGroup
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …546,405$28M0.02%+176,50313F-HRTimelineGroup
New Jersey Better Educational Savings T…507,693$26M41.9%013F-HRTimeline
Santa Clara Valley Transportation Autho…505,717$25.9M20.09%+23,74013F-HRTimeline
Strategic Investment Advisors / MI436,367$22.4M1.35%+9,46013F-HRTimeline
Blue Edge Capital, LLC426,139$21.9M2.62%-2913F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC430,517$21.8M0.78%-9,20013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC415,596$21.3M0.77%+10,47413F-HRTimelineGroup
Advisors Capital Management, LLC408,723$21M0.22%+26,60913F-HRTimeline
McKinley Carter Wealth Services, Inc.399,288$20.5M1.06%+41,05513F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…394,542$20.2M0.14%-37,81413F-HRTimelineGroup
Cosner Financial Group, LLC379,687$19.5M10%+14,52013F-HRTimeline
OneDigital Investment Advisors LLC365,404$18.7M0.16%-39,90713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…350,520$18M0.02%+271,00013F-HRTimelineGroup
Pallas Capital Advisors LLC338,709$17.4M0.53%+13,88813F-HRTimeline
Modern Wealth Management, LLC327,457$16.8M0.2%+48,55713F-HRTimeline
Steward Partners Investment Advisory, L…287,652$14.8M0.08%+19,15613F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC281,860$14.5M0.08%+207,68013F-HRTimelineGroup
RATIONAL ADVISORS, INC.281,728$14.4M1.33%new13F-HRTimeline
Destination Wealth Management279,770$14.3M0.34%+3,14413F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co263,974$13.5M2.86%013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…242,928$12.5M0.31%+4,95913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC233,879$12M0.01%+15,42613F-HRTimelineGroup
Westover Capital Advisors, LLC217,402$11.2M1.85%-2,67913F-HRTimeline
One Capital Management, LLC199,428$10.2M0.28%013F-HRTimeline
Sigma Planning Corp199,125$10.2M0.26%+4,23913F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP198,315$10.2M0.1%new13F-HRTimelineGroup
SIMA Wealth Partners, LLC197,581$10.1M7.18%+3,94113F-HRTimeline
Premier Path Wealth Partners, LLC196,794$10.1M1.16%+13,05813F-HRTimeline
Glassy Mountain Advisors, Inc.195,683$10M2.75%+7,33513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.193,660$9.93M0.68%+187,20913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC187,320$9.61M0.01%+19,60113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…184,811$9.48M0.01%+7,31513F-HRTimelineGroup
Dakota Wealth Management180,895$9.28M0.18%+46,07013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.179,591$9.21M0.01%-6,15113F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding173,619$8.9M+341Timeline
Simplicity Wealth,LLC169,089$8.67M0.29%+9,21213F-HRTimeline
Merit Financial Group, LLC166,298$8.53M0.05%-190,03913F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…164,247$8.42M0.28%+118,20113F-HRTimelineGroup
IVC Wealth Advisors LLC162,344$8.33M3.25%+6,49013F-HRTimeline
NewEdge Advisors, LLC149,249$7.65M0.02%+70,48413F-HRTimeline
Triumph Capital Management145,500$7.46M1.35%+10,03813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…141,923$7.2M0.01%+39013F-HRTimeline
Archford Capital Strategies, LLC136,004$6.98M0.71%+5,59413F-HRTimeline
Smartleaf Asset Management LLC135,350$6.97M0.23%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.130,820$6.71M0.01%-86,26013F-HRTimelineGroup
Trivant Custom Portfolio Group, LLC130,399$6.69M3.56%-1,88113F-HRTimeline
Venture Visionary Partners LLC127,522$6.54M0.18%+105,03713F-HRTimeline
Aprio Wealth Management, LLC125,787$6.45M0.32%+109,12413F-HRTimeline
TD Waterhouse Canada Inc.126,130$6.43M0.02%+7,34613F-HRTimeline
Sanctuary Advisors, LLC124,308$6.38M0.03%+19,07313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…114,416$5.87M0.05%+16,67413F-HRTimelineGroup
Napier Financial, LLC111,352$5.71M1.19%+86913F-HRTimeline
Financial Avengers, Inc.110,014$5.64M2.34%+8,76613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC109,201$5.6M<0.01%+78,89213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\108,541$5.57M0.01%+37,01813F-HRTimelineGroup
Fjell Capital, LLC108,370$5.56M3.79%+5,15113F-HRTimeline
Wealthspire Retirement, LLC108,163$5.55M0.3%+45413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC104,710$5.37M0.07%-6,63313F-HRTimeline
Center For Asset Management LLC102,768$5.27M2.34%+57513F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA102,109$5.24M0.11%new13F-HRTimelineGroup
Erickson Financial Group, LLC101,738$5.22M2.8%-1,98013F-HRTimeline
Bauman Advisory Group, LLC99,882$5.12M2.71%+14,83913F-HRTimeline
Kraft, Davis & Associates, LLC99,757$5.06M1.06%-73,08313F-HRTimeline
AIRE ADVISORS, LLC98,432$5.05M0.82%+4,94513F-HRTimeline
Fairlight Advisors97,672$5.01M4.08%13F-HRTimeline
Compagnie Lombard Odier SCmA84,608$4.34M0.05%+13,23013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp78,065$4M0.01%-6,13213F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…75,270$3.86M0.01%-5,55213F-HRTimelineGroup
Columbus Macro, LLC75,158$3.85M0.37%+39613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/73,693$3.78M<0.01%+8,21413F-HRTimelineGroup
Checchi Capital Advisers, LLC72,778$3.73M0.24%-68013F-HRTimeline
K2 Financial Inc.71,133$3.63M2.56%+4,23113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC65,251$3.35M0.04%-11,27513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding63,842$3.27M-26,237Timeline
Janney Montgomery Scott LLC63,691$3.27M0.01%-9,60613F-HRTimeline
Farther Finance Advisors, LLC62,172$3.19M0.02%+8,41313F-HRTimeline
Cambridge Investment Research Advisors,…59,517$3.05M0.01%+1,21713F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…59,362$3.04M0.05%+11,61213F-HRTimelineGroup
Gateway Wealth Partners, LLC58,053$2.98M0.18%-2,57713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding56,166$2.88M+184Timeline
Financial Synergies Wealth Advisors, In…54,939$2.82M0.24%+3,52213F-HRTimeline
Compound Planning, Inc.54,383$2.79M0.07%-28,24313F-HRTimeline
10Elms LLP53,929$2.77M1.17%+10,64313F-HRTimeline
Summit Asset Management, LLC53,281$2.73M0.35%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…52,305$2.68M<0.01%-3,43413F-HRTimelineGroup
NewEdge Wealth, LLC50,875$2.61M0.03%-3,83313F-HRTimeline
GLOBALT Investments LLC / GA47,312$2.43M0.08%-2,48113F-HRTimeline
MATHER GROUP, LLC.46,973$2.41M0.02%+1,06713F-HRTimeline
Compass Financial Group, Inc.45,894$2.35M0.99%+94313F-HRTimeline
Creative Planningin group Creative Planning44,703$2.29M<0.01%+8,21913F-HRTimelineGroup
Sovran Advisors, LLC44,868$2.27M0.17%+4,61913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP43,268$2.23M<0.01%+6,92213F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd39,688$2.04M0.02%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC37,866$1.94M<0.01%+3,03213F-HRTimeline
World Investment Advisors37,834$1.94M0.03%-82813F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.37,440$1.92M0.01%013F-HRTimelineGroup
Arista Wealth Management, LLC36,839$1.89M0.2%013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC35,732$1.83M0.18%+1,20613F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding34,936$1.79M+16,982Timeline
FORT WASHINGTON INVESTMENT ADVISORS INC…34,822$1.79M0.01%-48813F-HRTimeline
Mariner, LLCin group Mariner, LLC34,407$1.76M<0.01%-6,04813F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC33,505$1.72M0.01%+33,40313F-HRTimeline
Global Retirement Partners, LLC32,537$1.67M0.03%13F-HRTimeline
Integrated Wealth Concepts LLC31,644$1.62M0.01%+18,66513F-HRTimeline
Bellwether Advisors, LLC30,236$1.55M0.23%+32013F-HRTimeline
Advyzon Investment Management, LLC29,637$1.52M0.11%+75313F-HRTimeline
Sowell Financial Services LLC28,830$1.48M0.05%-63013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…28,525$1.46M<0.01%-39913F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC27,832$1.43M<0.01%-29513F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.27,795$1.43M0.11%013F-HRTimeline
TMB Capital Partners, LLC27,496$1.41M0.44%+4,21913F-HRTimeline
Sequoia Financial Advisors, LLC26,616$1.37M0.01%+64813F-HRTimeline
B. Riley Wealth Advisors, Inc.26,196$1.35M0.07%+5,01113F-HRTimeline
Tempo Wealth, LLC26,254$1.35M0.2%-84513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC26,223$1.34M<0.01%new13F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…26,154$1.34M0.18%-1,29813F-HRTimelineGroup
Arkadios Wealth Advisors25,862$1.33M0.02%+2,11213F-HRTimeline
WBH ADVISORY INC25,842$1.33M0.09%-2,16813F-HRTimeline
JGP Wealth Management, LLC25,658$1.32M0.12%+3,72313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…24,718$1.27M0.07%-18013F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd23,957$1.23M0.08%+1,55013F-HRTimelineGroup
Gotham Asset Management, LLC23,924$1.23M<0.01%+4,60913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC23,363$1.2M0.36%+15,59313F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …22,931$1.18M0.01%+1,16013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.22,705$1.16M0.02%+8,06813F-HRTimeline
Waverly Advisors, LLC22,290$1.14M0.01%+1,01613F-HRTimeline
FMR LLCin group FMR LLC21,487$1.1M<0.01%+6,65713F-HRTimelineGroup
Pines Wealth Management, LLC21,454$1.1M0.32%+3,08313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers21,265$1.09M<0.01%+2,46413F-HRTimelineGroup
Csenge Advisory Group21,129$1.08M0.04%+1,44913F-HRTimeline
J.W. COLE ADVISORS, INC.20,556$1.05M0.02%new13F-HRTimeline
Members Trust Co20,219$1.04M0.03%-16913F-HRTimeline
Saiph Capital, LLC20,191$1.04M0.31%-58813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,571$1M<0.01%-32,46213F-HRTimelineGroup
Van Hulzen Asset Management, LLC18,667$957K0.07%-2,64613F-HRTimeline
Summit Financial, LLC17,999$923K0.01%+7,07213F-HRTimeline
OLD MISSION CAPITAL LLC17,346$890K0.02%-6,17913F-HRTimeline
Vise Technologies, Inc.17,345$890K0.01%new13F-HRTimeline
Penobscot Investment Management Company…17,251$885K0.06%-1013F-HRTimeline
NorthRock Partners, LLC17,062$875K0.01%-3,12013F-HRTimeline
Diligent Investors, LLC16,710$857K0.19%-68313F-HRTimeline
TFB Advisors LLC16,531$848K0.37%+23113F-HRTimeline
Prepared Retirement Institute LLC16,500$846K0.36%new13F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC16,354$839K<0.01%-2,33613F-HRTimelineGroup
Private Advisor Group, LLC15,884$815K<0.01%+4,92013F-HRTimeline
Koshinski Asset Management, Inc.15,638$802K0.04%+15613F-HRTimeline
Seascape Capital Management15,575$799K0.19%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP15,378$789K<0.01%+2,00713F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co15,295$784K0.02%-53013F-HRTimeline
Arete Wealth Advisors, LLC15,104$775K0.05%-18113F-HR/ATimeline
Oxinas Partners, LLC14,928$766K0.3%+4,75813F-HRTimeline
Montecito Bank & Trust14,737$756K0.11%+11013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,643$751K0.01%+1,75913F-HRTimelineGroup
Capital Investment Advisory Services, L…14,630$750K0.05%+22813F-HRTimeline
Investment Advisory Group, LLC14,556$747K0.16%new13F-HRTimeline
MAI Capital Management14,469$742K<0.01%+19513F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC14,409$739K0.11%+7513F-HRTimeline
Wealthstar Advisors, LLC14,366$737K0.37%-11513F-HRTimeline
Fisher Asset Management, LLC14,191$728K<0.01%-2,29413F-HRTimeline
Innova Wealth Partners13,717$704K0.29%new13F-HRTimeline
Federation des caisses Desjardins du Qu…13,692$702K<0.01%+1,80213F-HRTimeline
CRA Financial Services, LLC13,649$700K0.08%013F-HRTimeline