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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
BURKE & HERBERT BANK & TRUST CO13,412$688K0.17%new13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…13,040$669K0.1%013F-HRTimeline
CROBAN13,011$667K0.29%-38813F-HRTimeline
Independent Wealth Network Inc.12,871$660K0.17%new13F-HRTimeline
NTV Asset Management LLC12,735$653K0.06%013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…12,698$651K<0.01%-96213F-HRTimelineGroup
Savant Capital, LLC12,840$649K<0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth12,316$632K<0.01%+54213F-HRTimelineGroup
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.12,136$622K0.12%+2,63613F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC12,100$621K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.12,027$617K0.01%+5,07413F-HRTimeline
United Advisor Group, LLC12,024$617K0.07%+81613F-HRTimeline
Edgemoor Investment Advisors, Inc.11,905$611K0.04%-1,65013F-HRTimeline
Landing Point Financial Group, LLC11,832$607K0.21%-60,90713F-HRTimeline
DAVIDSON TRUST CO11,459$588K0.23%+11013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC11,361$583K0.33%013F-HRTimeline
Koss-Olinger Consulting, LLC11,156$572K0.04%+11413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.10,948$562K0.03%+12913F-HRTimeline
1900 WEALTH MANAGEMENT LLC10,887$558K0.03%+24613F-HRTimeline
Perigon Wealth Management, LLC10,721$550K0.01%+40913F-HRTimeline
HighTower Advisors, LLC10,606$544K<0.01%-3,02513F-HRTimeline
Breakwater Capital Group10,556$541K0.07%-90913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,238$525K<0.01%-6,02913F-HRTimelineGroup
Atria Investments, Inc10,152$521K0.01%new13F-HRTimeline
Americana Partners, LLC10,101$518K0.01%-7,20713F-HRTimeline
WAYSTONE ADVISORS LLC9,919$509K0.38%+1,03713F-HRTimeline
Foundations Investment Advisors, LLC9,893$507K0.01%+29113F-HRTimeline
&PARTNERS9,856$501K<0.01%-1,00813F-HRTimeline
Regal Investment Advisors LLC9,538$489K0.03%-27813F-HRTimeline
Diversified Enterprises, LLC9,433$484K0.02%+1,21413F-HRTimeline
Wescott Financial Advisory Group, LLC9,277$476K0.04%+11013F-HRTimeline
AE Wealth Management LLC9,244$474K<0.01%-1,34213F-HRTimeline
PFG Advisors8,988$461K0.02%+1,19113F-HRTimeline
Kelly Financial Services LLC8,983$461K0.1%-98513F-HRTimeline
LANARK FINANCIAL, INC.8,983$461K0.03%+7,41813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,624$442K<0.01%-1,87613F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,354$428K0.01%-38,00213F-HRTimelineGroup
CIBC WORLD MARKET INC.8,353$428K<0.01%-4,07413F-HRTimeline
Vestmark Advisory Solutions, Inc.8,350$428K<0.01%-3,39313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC8,350$428K0.01%-3,39413F-HRTimeline
Moors & Cabot, Inc.8,288$425K0.02%+4113F-HRTimeline
Snowden Capital Advisors LLC8,235$422K0.01%-30713F-HRTimeline
Valley Financial Group, Inc.8,235$422K0.21%+413F-HRTimeline
Meridian Wealth Management, LLC8,215$421K0.01%+1,05813F-HRTimeline
Betterment LLC8,084$415K<0.01%-353,73213F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC7,975$409K0.1%-4,06313F-HRTimeline
Lifeworks Advisors, LLC7,930$407K0.04%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,899$405K<0.01%-80313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP7,866$403K<0.01%-42713F-HR/ATimelineGroup
CAHILL FINANCIAL ADVISORS INC7,849$403K0.04%+1213F-HRTimeline
Signal Advisors Wealth, LLC7,677$394K0.02%+95113F-HRTimeline
Avantax Planning Partners, Inc.7,407$380K0.01%+82813F-HRTimeline
Accurate Wealth Management, LLC7,361$373K0.04%-1,54613F-HRTimeline
PRIVATE TRUST CO NA7,167$368K0.03%-63013F-HRTimeline
Root Financial Partners, LLC7,150$367K0.01%+1,63813F-HRTimeline
OpenArc Corporate Advisory, LLC7,048$361K<0.01%-10,00713F-HRTimeline
Prospera Financial Services Inc7,028$361K0.01%-7913F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC7,013$360K0.04%new13F-HRTimeline
Spectrum Strategic Capital Management, …6,994$359K0.18%-413F-HRTimeline
SageView Advisory Group, LLC6,959$357K0.01%-6513F-HRTimeline
Yukon Wealth Management, Inc.6,861$352K0.1%-6,17913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,829$350K<0.01%-29,61513F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC6,817$350K<0.01%-2,30813F-HRTimeline
ShoreHaven Wealth Partners, LLC6,783$348K0.11%-8613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,773$347K<0.01%+45013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,726$345K<0.01%+82213F-HRTimelineGroup
FLOW TRADERS U.S. LLC6,441$330K0.01%-34,23613F-HRTimeline
Meadow Creek Wealth Advisors LLC6,393$328K0.2%-6813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,391$328K<0.01%+49113F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC6,389$328K0.01%-72013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP6,360$326K0.02%-35013F-HRTimeline
EJMK Ventures LLC6,062$311K0.14%-2,30313F-HRTimeline
Chicago Partners Investment Group LLC6,171$310K0.01%+7113F-HRTimeline
IPG Investment Advisors LLC6,027$309K0.04%013F-HRTimeline
Fort Point Capital Partners LLC5,902$303K0.03%+1,59613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,712$293K<0.01%-56413F-HRTimelineGroup
True North Advisors, LLC5,681$291K0.03%+6813F-HRTimeline
Synergy Investment Management, LLC5,646$289K0.07%+8313F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.5,577$286K<0.01%-47913F-HRTimelineGroup
Ledyard National Bank5,555$285K0.02%+53313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,534$284K0.01%-4,00313F-HRTimeline
Advisory Services Network, LLC5,455$280K<0.01%+3,85013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP5,419$278K0.03%013F-HRTimeline
TD Capital Management LLC5,350$274K0.02%013F-HRTimeline
Ausdal Financial Partners, Inc.5,323$273K0.01%-2,27913F-HRTimeline
Fortis Advisors, LLC5,300$272K0.13%new13F-HRTimeline
Stewardship Advisors, LLC5,257$270K0.06%+16513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.5,237$269K0.15%+1,85913F-HRTimeline
Hippocratic Financial Advisors, LLC5,157$265K0.1%new13F-HRTimeline
PETRA FINANCIAL ADVISORS INC5,146$264K0.12%new13F-HRTimeline
Southland Equity Partners LLC5,118$263K0.05%-25013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,116$262K<0.01%013F-HRTimeline
Azimuth Capital Investment Management L…5,093$261K0.01%+513F-HRTimeline
Merited Wealth, LLC4,988$256K0.18%-1,44713F-HRTimeline
Cassady Wealth & Retirement Planning, L…4,964$255K0.12%+18513F-HRTimeline
Sterling Investment Counsel, LLC4,943$254K0.06%-19013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.4,915$252K<0.01%+4,76613F-HRTimelineGroup
Destiny Wealth Partners, LLC4,982$251K0.04%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC4,732$243K0.06%+5513F-HRTimeline
SONATA CAPITAL GROUP INC4,725$242K0.08%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,690$241K0.02%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC4,608$236K0.06%+213F-HRTimeline
CoreCap Advisors, LLC4,443$228K0.01%+67513F-HRTimeline
PFG Investments, LLC4,421$227K0.01%new13F-HRTimeline
National Philanthropic Trust4,406$226K<0.01%new13F-HRTimeline
Quantinno Capital Management LP4,363$224K<0.01%-9713F-HRTimeline
Global Assets Advisory, LLC4,262$217K0.05%new13F-HRTimeline
COUNTRY TRUST BANK4,139$212K<0.01%new13F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.4,094$210K0.05%+10113F-HRTimelineGroup
Lynx Investment Advisory4,088$210K0.07%new13F-HRTimeline
Truvestments Capital LLC3,848$197K0.03%+2513F-HRTimeline
IFG Advisory, LLC3,513$180K0.01%new13F-HRTimeline
EASTERN BANK3,433$176K<0.01%013F-HRTimeline
North Star Investment Management Corp.3,354$172K0.01%+4013F-HRTimeline
Qube Research & Technologies Ltd3,071$158K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC2,949$151K0.01%+1,54513F-HRTimeline
WOLFF WIESE MAGANA LLC2,899$149K0.07%013F-HRTimeline
Blue Trust, Inc.2,806$144K<0.01%+44913F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC2,846$144K0.02%13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,651$136K0.05%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,605$134K<0.01%-2013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,571$132K<0.01%+1,87113F-HRTimelineGroup
Arax Advisory Partners2,450$126K<0.01%+2,42613F-HRTimeline
Ashton Thomas Private Wealth, LLC2,246$115K<0.01%+99513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,227$114K0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,132$109K<0.01%+1,10513F-HRTimeline
REAP Financial Group, LLC2,128$109K0.02%-3413F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC2,119$109K<0.01%+34413F-HRTimelineGroup
WPG Advisers, LLC2,109$108K0.06%+3413F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,934$99.2K0.01%new13F-HRTimeline
Atomic Invest LLC1,921$99K0.01%-18513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,697$87.4K0.01%-31613F-HRTimelineGroup
Pacifica Partners Inc.1,710$87.4K0.03%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,702$87.3K<0.01%new13F-HRTimelineGroup
Continuum Advisory, LLC1,568$80.4K0.01%new13F-HRTimeline
Archer Investment Corp1,567$80.4K0.02%-2313F-HR/ATimeline
Independence Bank of Kentucky1,410$72.3K0.01%-14913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,379$70.7K<0.01%+1,21913F-HRTimelineGroup
AdvisorNet Financial, Inc1,338$68.6K<0.01%+23113F-HRTimeline
Pinnacle Bancorp, Inc.1,334$68.4K0.02%013F-HRTimeline
Kingdom Financial Group LLC.1,305$66.9K0.02%-2813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,240$63.6K<0.01%013F-HRTimelineGroup
Rossmore Private Capital1,208$62K0.01%013F-HRTimeline
CENTRAL TRUST Co1,005$51.5K<0.01%-5013F-HRTimeline
Cape Investment Advisory, Inc.993$50.9K0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp975$50K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…961$49K<0.01%+43513F-HRTimeline
Silver Grove Financial Group, Inc.908$46.6K0.03%-3113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.900$46.2K<0.01%013F-HRTimeline
Towne Trust Company, N.A885$45.4K0.01%new13F-HRTimeline
Hamrick Investment Counsel, llc864$44.3K0.03%+2013F-HRTimeline
Parallel Advisors, LLC825$42.3K<0.01%-54213F-HRTimeline
REYL & Cie S.A.820$42.1K0.05%13F-HRTimeline
Asset Dedication, LLC800$41K<0.01%-2,98213F-HRTimeline
Strive Financial Group ,LLC790$40.5K0.02%-14713F-HR/ATimeline
AlphaCore Capital LLC789$40.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.765$39.2K<0.01%-97213F-HRTimeline
Rossby Financial, LCC739$37.9K0.01%-1,34013F-HRTimeline
Aptus Capital Advisors, LLC708$36.3K<0.01%+55813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC682$35K<0.01%013F-HRTimeline
Larson Financial Group LLC681$34.9K<0.01%+67413F-HRTimeline
Bay Harbor Wealth Management, LLC671$34.4K0.01%+7313F-HRTimeline
Creative Capital Management Investments…666$34.2K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.619$31.7K<0.01%-10013F-HRTimeline
Quest 10 Wealth Builders, Inc.607$31.1K0.02%+213F-HRTimeline
Dunhill Financial, LLC602$30.9K0.01%+3213F-HRTimeline
Rialto Wealth Management, LLC566$29K0.01%013F-HRTimeline
NorthAvenue LLC523$26.8K0.02%013F-HRTimeline
Delos Wealth Advisors, LLC516$26.5K0.01%+7313F-HRTimeline
Canton Hathaway, LLC490$25.1K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC485$25K0.01%013F-HRTimeline
Addison Advisors LLC486$24.9K0.01%013F-HRTimeline
United Financial Planning Group LLC471$24.2K0.01%+513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…456$23.4K<0.01%013F-HRTimelineGroup
Gen-Wealth Partners Inc453$23.2K0.01%013F-HRTimeline
IFP Advisors, Inc422$21.6K<0.01%+17313F-HRTimeline
Piscataqua Savings Bank396$20.3K0.01%013F-HRTimeline
Cheviot Value Management, LLC389$20K<0.01%013F-HRTimeline
LRI Investments, LLC375$19.2K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC354$18.2K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC352$18.1K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC352$18.1K0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…360$18K<0.01%013F-HRTimelineGroup
Investors Research Corp338$17.3K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC320$16.4K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC307$15.7K<0.01%013F-HRTimeline
TRUST CO OF VERMONT307$15.7K<0.01%13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department274$14.1K<0.01%013F-HRTimelineGroup
Topsail Wealth Management, LLC256$13.1K<0.01%013F-HRTimeline
Caldwell Trust Co256$13.1K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.253$13K<0.01%+313F-HRTimeline
SITTNER & NELSON, LLC240$12.3K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC239$12.3K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC204$10.5K<0.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD200$10.3K<0.01%013F-HRTimelineGroup
Fourth Dimension Wealth, LLC200$10.3K<0.01%new13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…180$9.23K<0.01%-2013F-HRTimelineGroup
High Note Wealth, LLC174$8.92K<0.01%013F-HRTimeline
Axiom Investment Management LLC168$8.62K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.164$8.41K<0.01%013F-HRTimeline