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Disclosery

USIG ISHARES TR

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SHS (fund)

431 managers (440 13F filers) reported a position in USIG shares at 2024-12-31, 165,410,304 shares in all. 44 filers opened a position and 29 filers sold out during the quarter.

Managers
431
13F filers
440
New
44
Added
164
Reduced
112
Sold out
29
Shares held by filers
165,410,304

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Private Advisor Group, LLC12,593$633K<0.01%-6,78013F-HRTimeline
HighTower Advisors, LLC11,988$603K<0.01%-7713F-HRTimeline
Transce3nd, LLC11,728$590K0.2%13F-HRTimeline
Compound Planning, Inc.11,434$575K0.03%+3,57213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC11,413$574K0.48%013F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd10,970$552K0.04%+3,89013F-HRTimelineGroup
Atria Investments, Inc10,907$548K0.01%-4,76613F-HRTimeline
DHK Financial Advisors, Inc.10,800$543K0.33%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC10,737$540K0.05%-1,15713F-HRTimeline
NTV Asset Management LLC10,736$540K0.07%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.10,249$515K0.04%+15413F-HRTimeline
ADAPT WEALTH ADVISORS, LLC10,188$512K0.25%new13F-HRTimeline
FMR LLCin group FMR LLC9,942$500K<0.01%-1,36113F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP9,815$493K0.04%013F-HRTimeline
TWO SIGMA SECURITIES, LLC9,799$493K0.09%+93513F-HRTimeline
Valley Financial Group, Inc.9,073$456K0.32%+21013F-HRTimeline
PFG Advisors9,066$456K0.03%+31913F-HRTimeline
MAI Capital Management8,957$450K<0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.8,837$444K0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.8,807$443K0.21%+25313F-HRTimeline
Wescott Financial Advisory Group, LLC8,684$437K0.05%+13013F-HRTimeline
VestGen Investment Management8,673$436K0.12%+59913F-HRTimeline
World Investment Advisors8,658$435K0.01%+1,26013F-HRTimeline
Leelyn Smith, LLC8,543$430K0.08%new13F-HRTimeline
Perigon Wealth Management, LLC8,521$428K0.01%+57113F-HRTimeline
Snowden Capital Advisors LLC8,509$428K0.01%+6913F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,954$400K0.1%-1,24013F-HRTimelineGroup
IHT Wealth Management, LLC7,842$394K0.01%-2,40713F-HRTimeline
Clearwater Capital Advisors, LLC7,817$393K0.04%+6613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd7,728$389K0.01%new13F-HRTimelineGroup
ROCKLAND TRUST CO7,707$388K0.02%+52813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,453$375K<0.01%+49713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.7,337$369K0.01%-39613F-HRTimeline
Meadow Creek Wealth Advisors LLC7,201$362K0.26%013F-HRTimeline
Veltria Advisors Corp.7,191$362K0.15%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,012$353K0.01%-1,96713F-HRTimeline
GC Wealth Management RIA, LLC6,967$350K0.06%013F-HRTimeline
Strategic Financial Concepts, LLC6,946$349K0.07%+2,13913F-HR/ATimeline
GTS SECURITIES LLC6,708$337K0.02%new13F-HRTimeline
Moors & Cabot, Inc.6,706$337K0.02%-15913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,548$329K<0.01%+2,30513F-HRTimeline
SageView Advisory Group, LLC6,485$326K0.01%-17113F-HRTimeline
NewEdge Wealth, LLC6,481$326K0.01%-554,22013F-HRTimeline
Optivise Advisory Services LLC6,440$324K0.17%-13213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,350$319K<0.01%-3813F-HRTimelineGroup
Prospera Financial Services Inc6,316$318K0.01%-24513F-HRTimeline
IPG Investment Advisors LLC6,159$310K0.07%013F-HRTimeline
Global Retirement Partners, LLC6,154$309K0.01%+33213F-HRTimeline
SYNOVUS FINANCIAL CORP6,089$306K<0.01%-6513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,033$303K0.01%+38313F-HRTimelineGroup
Chicago Partners Investment Group LLC6,030$302K0.01%013F-HRTimeline
Simplicity Wealth,LLC5,877$295K0.06%-92,10113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,854$294K<0.01%+9813F-HRTimelineGroup
United Advisor Group, LLC5,796$291K0.06%-11,57413F-HRTimeline
ShoreHaven Wealth Partners, LLC5,782$291K0.14%-5,24513F-HRTimeline
NorthCrest Asset Manangement, LLC5,781$291K0.01%-11613F-HR/ATimeline
SBI Securities Co., Ltd.5,693$286K0.01%13F-HRTimeline
FLP Wealth Management, LLC5,628$283K0.72%13F-HRTimeline
Shared Vision Wealth Group LLC5,507$277K0.15%-2,69313F-HRTimeline
Truvestments Capital LLC5,473$275K0.07%-1,00513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,472$275K0.02%-1,28813F-HRTimelineGroup
Koshinski Asset Management, Inc.5,411$272K0.02%-17413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,384$271K<0.01%+74113F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth5,374$270K<0.01%new13F-HR/ATimelineGroup
EXENCIAL WEALTH ADVISORS, LLC5,362$270K0.01%+19813F-HRTimeline
TD Capital Management LLC5,350$269K0.03%-86713F-HRTimeline
BLAIR WILLIAM & CO/IL5,239$263K<0.01%+1,84713F-HRTimeline
Destiny Wealth Partners, LLC4,982$250K0.04%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP4,952$249K0.05%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,829$243K0.01%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,755$239K0.03%013F-HRTimeline
Lord & Richards Wealth Management, LLC4,746$239K0.5%13F-HRTimeline
SONATA CAPITAL GROUP INC4,725$238K0.1%013F-HRTimeline
PRIVATE TRUST CO NA4,620$232K0.02%-5,27413F-HRTimeline
Magnus Financial Group LLC4,599$231K0.02%new13F-HRTimeline
FSA Advisors, Inc.4,572$230K0.28%+58813F-HRTimeline
Bison Wealth, LLC4,568$230K0.05%-22113F-HRTimeline
Farther Finance Advisors, LLC4,539$228K0.01%-2,26713F-HRTimeline
Symmetry Partners, LLC4,474$225K0.03%new13F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK4,222$222K0.02%013F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.4,321$217K0.05%+5713F-HRTimelineGroup
WEDBUSH SECURITIES INC4,317$217K0.01%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,293$216K0.13%new13F-HRTimeline
Sequoia Financial Advisors, LLC4,286$216K<0.01%-1,09213F-HR/ATimeline
KWB Wealth4,084$215K0.03%-12213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,268$215K<0.01%+4813F-HRTimelineGroup
Global Assets Advisory, LLC4,262$214K0.12%new13F-HRTimeline
Cyndeo Wealth Partners, LLC4,255$214K0.01%+26313F-HRTimeline
Azimuth Capital Investment Management L…4,240$213K0.01%-9513F-HRTimeline
Geneos Wealth Management Inc.4,236$213K0.01%-50713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,176$210K0.02%new13F-HRTimeline
Pinion Investment Advisors, LLC4,160$209K0.08%new13F-HRTimeline
Attessa Capital LLC4,150$209K0.14%13F-HRTimeline
5T Wealth, LLC4,105$206K0.11%13F-HRTimeline
Chesley Taft & Associates LLC4,097$206K0.01%new13F-HRTimeline
Independent Advisor Alliance4,048$204K<0.01%new13F-HRTimeline
Bellecapital International Ltd.4,001$201K0.04%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,965$198K<0.01%-3,79013F-HRTimelineGroup
REAP Financial Group, LLC3,820$192K0.05%-32813F-HRTimeline
Aviso Financial Inc.3,609$181K0.01%013F-HRTimeline
Decker Retirement Planning Inc.3,275$165K0.1%13F-HRTimeline
Clearstead Advisors, LLC3,243$163K<0.01%-12213F-HRTimeline
North Star Investment Management Corp.3,140$158K0.01%+4813F-HRTimeline
CENTRAL TRUST Co3,113$157K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC3,100$156K0.1%013F-HRTimeline
WPG Advisers, LLC2,698$136K0.13%13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,643$133K<0.01%-22513F-HRTimeline
NorthRock Partners, LLC2,589$130K<0.01%+6613F-HR/ATimeline
Independence Bank of Kentucky2,427$122K0.02%+1,67613F-HRTimeline
Empirical Asset Management, LLC45,896$118K0.04%-19313F-HRTimeline
Pineridge Advisors LLC2,263$114K0.04%-21513F-HRTimeline
Coppell Advisory Solutions LLC2,120$107K0.01%-10813F-HRTimeline
Quent Capital, LLC1,926$96.8K0.01%+1,63913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,848$92.9K0.01%+47313F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,789$92.4K0Timeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,818$91.4K0.02%-42813F-HRTimeline
Pacifica Partners Inc.1,800$90.5K0.04%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,778$89.5K0.06%+40013F-HRTimeline
Archer Investment Corp1,741$87.5K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,591$80K<0.01%+1,41813F-HRTimelineGroup
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …1,578$79.3K<0.01%new13F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC1,499$75.3K0.01%+2213F-HRTimeline
Sound Income Strategies, LLC1,454$73.1K<0.01%013F-HRTimeline
Caldwell Trust Co1,409$70.8K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,362$68.5K<0.01%-22913F-HRTimelineGroup
Parallel Advisors, LLC1,348$67.8K<0.01%-3813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,340$67.4K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC1,248$62.8K0.01%13F-HRTimeline
Aptus Capital Advisors, LLC1,032$51.9K<0.01%+53713F-HRTimeline
Blue Trust, Inc.1,024$51.5K<0.01%-33913F-HR/ATimeline
Murphy & Mullick Capital Management Corp975$49K0.05%13F-HRTimeline
Capital Investment Advisory Services, L…926$46.6K<0.01%+58413F-HRTimeline
GeoWealth Management, LLC798$40.1K<0.01%+27413F-HRTimeline
AMERIFLEX GROUP, INC.761$38.5K0.02%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …757$38.1K0.01%new13F-HRTimelineGroup
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…727$36.6K<0.01%-4,14113F-HRTimelineGroup
CoreCap Advisors, LLC717$36.1K<0.01%+23013F-HRTimeline
POM Investment Strategies, LLC653$32.8K0.02%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC626$31.5K<0.01%+213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AdvisorNet Financial, Inc618$31.1K<0.01%+20813F-HRTimeline
Bell Investment Advisors, Inc592$29.8K0.01%013F-HRTimeline
First Horizon Advisors, Inc.558$28.1K<0.01%+813F-HRTimeline
Founders Financial Alliance, LLC537$27K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC530$26.6K<0.01%-1,20113F-HRTimeline
New Millennium Group LLC478$24K0.01%+45513F-HRTimeline
Winthrop Capital Management, LLC485$24K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.470$23.7K<0.01%-81813F-HRTimeline
Anchor Investment Management, LLC448$22.5K<0.01%013F-HRTimeline
Bangor Savings Bank444$22.3K<0.01%new13F-HRTimeline
Financial Freedom, LLC428$21.5K0.01%013F-HRTimeline
Transcendent Capital Group LLC416$20.9K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.402$20.2K0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.398$20K<0.01%new13F-HRTimeline
Piscataqua Savings Bank396$19.9K0.02%013F-HRTimeline
Dogwood Wealth Management LLC392$19.7K0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC394$19K0.01%13F-HRTimeline
LRI Investments, LLC375$18.9K<0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…360$18K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC350$17.6K<0.01%013F-HRTimeline
Investors Research Corp349$17.5K<0.01%+1113F-HRTimeline
Global Wealth Strategies & Associates334$16.8K0.01%+31313F-HRTimeline
Headlands Technologies LLC320$16.1K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT307$15.4K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc307$15.4K0.01%+28913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Continuum Advisory, LLC304$15.3K<0.01%-20413F-HRTimeline
Versant Capital Management, Inc300$15.1K<0.01%013F-HRTimeline
Asset Dedication, LLC277$13.9K<0.01%-5413F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department274$13.8K<0.01%13F-HRTimelineGroup
Sage Mountain Advisors LLC272$13.7K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC268$13.5K0.01%+1713F-HRTimeline
Topsail Wealth Management, LLC256$12.9K<0.01%13F-HRTimeline
AllSquare Wealth Management LLC250$12.6K0.01%013F-HRTimeline
IFP Advisors, Inc217$10.9K<0.01%-4213F-HRTimeline
HHM Wealth Advisors, LLC204$10.3K<0.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD200$10.1K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.196$9.86K<0.01%013F-HRTimeline
Nemes Rush Group LLC191$9.6K<0.01%+313F-HRTimeline
ROTHSCHILD INVESTMENT LLC188$9.45K<0.01%+313F-HRTimeline
Ridgewood Investments LLC171$8.6K<0.01%013F-HRTimeline
EPG Wealth Management LLC171$8.6K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC170$8.55K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC162$8.14K<0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC159$8K0.01%013F-HRTimeline
Bogart Wealth, LLC150$7.54K<0.01%+2313F-HRTimeline
Whipplewood Advisors, LLC143$7.19K<0.01%13F-HRTimeline
Avior Wealth Management, LLC138$6.94K<0.01%-97413F-HRTimeline
Frazier Financial Advisors, LLC125$6.29K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.118$5.93K<0.01%013F-HRTimeline
LGT Financial Advisors LLC114$5.73K0.01%new13F-HRTimeline
Sanctuary Wealth Management, L.L.C.102$5.13K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC101$5.11K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…101$5.11K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC101$5.08K<0.01%013F-HRTimeline
TSFG, LLC105$5K<0.01%+113F-HRTimeline
Mainstream Capital Management LLC98$4.93K<0.01%new13F-HRTimeline
Register Financial Advisors LLC93$4.68K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC90$4.53K<0.01%new13F-HRTimeline
Roxbury Financial LLC84$4.35K<0.01%13F-HRTimeline
Wingate Wealth Advisors, Inc.86$4.32K<0.01%13F-HRTimeline
North Ridge Wealth Advisors, Inc.81$4.07K<0.01%new13F-HRTimeline