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Disclosery

USIG ISHARES TR

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SHS (fund)

419 managers (426 13F filers) reported a position in USIG shares at 2025-03-31, 173,131,157 shares in all. 45 filers opened a position and 52 filers sold out during the quarter.

Managers
419
13F filers
426
New
45
Added
170
Reduced
131
Sold out
52
Shares held by filers
173,131,157

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Seascape Capital Management12,675$647K0.23%-85013F-HRTimeline
GWN SECURITIES INC.12,847$644K0.04%new13F-HRTimeline
Global Assets Advisory, LLC12,786$644K0.12%+8,52413F-HRTimeline
Transce3nd, LLC12,587$643K0.29%+85913F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd12,575$642K0.05%+1,60513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP12,463$637K<0.01%-1,51313F-HRTimelineGroup
Marks Group Wealth Management, Inc12,190$623K0.06%new13F-HRTimeline
Foundations Investment Advisors, LLC11,667$596K0.01%-7,19813F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC11,413$583K0.44%013F-HRTimeline
NTV Asset Management LLC11,069$565K0.08%+33313F-HRTimeline
1900 WEALTH MANAGEMENT LLC10,742$549K0.05%+513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,595$540K<0.01%+5,21113F-HR/ATimelineGroup
CAHABA WEALTH MANAGEMENT, INC.10,328$528K0.04%+7913F-HRTimeline
Atria Investments, Inc10,160$519K0.01%-74713F-HRTimeline
SYNOVUS FINANCIAL CORP10,046$513K0.01%+3,95713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,992$510K<0.01%+3,64213F-HRTimelineGroup
World Investment Advisors9,883$505K0.01%+1,22513F-HRTimeline
LYELL WEALTH MANAGEMENT, LP9,815$501K0.05%013F-HRTimeline
TOWNSQUARE CAPITAL LLC9,699$495K0.01%new13F-HRTimeline
PFG Advisors9,556$488K0.03%+49013F-HRTimeline
FMR LLCin group FMR LLC9,416$481K<0.01%-52613F-HRTimelineGroup
Koss-Olinger Consulting, LLC9,327$476K0.04%new13F-HRTimeline
Valley Financial Group, Inc.9,301$475K0.32%+22813F-HRTimeline
Snowden Capital Advisors LLC9,090$464K0.01%+58113F-HRTimeline
Lloyd Advisory Services, LLC.8,978$459K0.23%+17113F-HRTimeline
MAI Capital Management8,907$455K<0.01%-5013F-HRTimeline
Wescott Financial Advisory Group, LLC8,804$450K0.05%+12013F-HRTimeline
Private Advisor Group, LLC8,682$443K<0.01%-3,91113F-HRTimeline
B. Riley Wealth Advisors, Inc.8,680$443K0.01%-15713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,532$436K<0.01%+1,07913F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.8,408$429K0.01%new13F-HRTimeline
HRT FINANCIAL LP7,932$405K<0.01%new13F-HRTimeline
IEQ CAPITAL, LLC7,780$397K<0.01%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP7,745$396K0.01%new13F-HRTimeline
Clearwater Capital Advisors, LLC7,477$382K0.04%-34013F-HRTimeline
Perigon Wealth Management, LLC7,403$378K0.01%-1,11813F-HRTimeline
Koshinski Asset Management, Inc.7,386$377K0.03%+1,97513F-HRTimeline
Strategic Financial Concepts, LLC7,358$376K0.07%+41213F-HRTimeline
Aveo Capital Partners, LLC7,378$373K0.06%-87,47113F-HRTimeline
ROCKLAND TRUST CO7,179$367K0.02%-52813F-HRTimeline
Capital Investment Advisory Services, L…7,178$367K0.03%+6,25213F-HRTimeline
Meadow Creek Wealth Advisors LLC7,159$366K0.27%-4213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,144$365K<0.01%+1,77013F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,072$361K<0.01%+5,71013F-HRTimelineGroup
SageView Advisory Group, LLC7,035$359K0.02%+55013F-HRTimeline
HighTower Advisors, LLC6,972$356K<0.01%-5,01613F-HRTimeline
Prospera Financial Services Inc6,927$354K0.01%+61113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,925$354K0.01%new13F-HRTimeline
Veltria Advisors Corp.6,871$351K0.23%-32013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,670$341K0.09%-1,28413F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC6,505$332K0.01%-50713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,500$332K<0.01%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,473$331K0.02%new13F-HRTimelineGroup
Optivise Advisory Services LLC6,349$324K0.18%-9113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,247$319K0.01%+21413F-HRTimelineGroup
Farther Finance Advisors, LLC6,234$318K0.01%+1,69513F-HRTimeline
IPG Investment Advisors LLC6,159$315K0.07%013F-HRTimeline
FLP Wealth Management, LLC5,900$301K0.96%+27213F-HRTimeline
Chicago Partners Investment Group LLC5,963$301K0.01%-6713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC5,877$300K0.01%+51513F-HRTimeline
SBI Securities Co., Ltd.5,811$297K0.01%+11813F-HRTimeline
FSA Advisors, Inc.5,805$296K0.24%+1,23313F-HRTimeline
NorthCrest Asset Manangement, LLC5,759$294K0.01%-2213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,756$294K<0.01%-9813F-HRTimelineGroup
Truvestments Capital LLC5,609$287K0.06%+13613F-HRTimeline
Cyndeo Wealth Partners, LLC5,524$282K0.02%+1,26913F-HRTimeline
Shared Vision Wealth Group LLC5,351$273K0.15%-15613F-HRTimeline
TD Capital Management LLC5,350$273K0.03%013F-HRTimeline
ShoreHaven Wealth Partners, LLC5,325$272K0.13%-45713F-HRTimeline
Destiny Wealth Partners, LLC4,982$254K0.04%013F-HRTimeline
&PARTNERS4,971$253K<0.01%-20,98913F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP4,952$253K0.05%013F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,829$247K0.01%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,755$243K0.03%013F-HRTimeline
Compound Planning, Inc.4,750$243K0.01%-6,68413F-HRTimeline
SONATA CAPITAL GROUP INC4,725$241K0.1%013F-HRTimeline
United Advisor Group, LLC4,663$238K0.05%-1,13313F-HRTimeline
BLAIR WILLIAM & CO/IL4,633$237K<0.01%-60613F-HRTimeline
Azimuth Capital Investment Management L…4,508$230K0.01%+26813F-HRTimeline
IHT Wealth Management, LLC4,413$225K0.01%-3,42913F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK4,222$222K0.02%013F-HRTimeline
Magnus Financial Group LLC4,342$222K0.02%-25713F-HRTimeline
WEDBUSH SECURITIES INC4,317$221K0.01%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,292$219K<0.01%+2413F-HRTimelineGroup
JGP Wealth Management, LLC4,193$214K0.03%new13F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.4,159$212K0.05%-16213F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC4,098$209K0.12%-19513F-HRTimeline
Fermata Advisors, LLC4,084$209K0.04%new13F-HRTimeline
Bellecapital International Ltd.4,001$204K0.04%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,949$202K<0.01%new13F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…3,916$200K0.01%new13F-HRTimeline
Lord & Richards Wealth Management, LLC3,786$193K0.22%-96013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,853$192K<0.01%-11213F-HRTimelineGroup
Golden State Wealth Management, LLC3,699$189K0.03%+2,45113F-HR/ATimeline
Aviso Financial Inc.3,609$184K0.01%013F-HRTimeline
Decker Retirement Planning Inc.3,314$169K0.11%+3913F-HRTimeline
Clearstead Advisors, LLC3,213$164K<0.01%-3013F-HRTimeline
North Star Investment Management Corp.3,164$162K0.01%+2413F-HRTimeline
HARBOUR INVESTMENTS, INC.2,935$150K<0.01%+29213F-HRTimeline
REAP Financial Group, LLC2,847$145K0.04%-97313F-HRTimeline
WOLFF WIESE MAGANA LLC2,800$143K0.1%-30013F-HRTimeline
WPG Advisers, LLC2,453$125K0.12%-24513F-HRTimeline
Independence Bank of Kentucky2,427$124K0.02%013F-HRTimeline
NorthRock Partners, LLC2,295$117K<0.01%-29413F-HRTimeline
Pineridge Advisors LLC2,227$114K0.04%-3613F-HRTimeline
PRIVATE TRUST CO NA2,131$109K0.01%-2,48913F-HRTimeline
Parallel Advisors, LLC1,976$101K<0.01%+62813F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,935$98.8K0.08%+15713F-HRTimeline
Wilmington Savings Fund Society, FSB1,901$97.1K<0.01%new13F-HRTimeline
Headlands Technologies LLC1,876$95.8K0.01%+1,55613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,848$94.4K0.01%013F-HRTimeline
Pacifica Partners Inc.1,800$92K0.04%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,789$91.2K0Timeline
Archer Investment Corp1,641$83.8K0.02%-10013F-HRTimeline
Creekmur Asset Management LLC1,620$82.8K0.02%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,510$77.1K0.02%+1113F-HRTimeline
Sound Income Strategies, LLC1,454$74.3K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,240$63.3K<0.01%-10013F-HRTimelineGroup
Blue Trust, Inc.1,089$55.6K<0.01%+6513F-HRTimeline
CENTRAL TRUST Co1,055$53.9K<0.01%-2,05813F-HRTimeline
Murphy & Mullick Capital Management Corp975$49.8K0.05%013F-HRTimeline
AdvisorNet Financial, Inc898$45.9K<0.01%+28013F-HRTimeline
Aptus Capital Advisors, LLC862$44K<0.01%-17013F-HRTimeline
LANARK FINANCIAL, INC.779$39K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …757$38.7K0.01%13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC729$37.2K<0.01%new13F-HRTimeline
Opal Wealth Advisors, LLC661$33.8K0.01%new13F-HRTimeline
CoreCap Advisors, LLC612$31.3K<0.01%-10513F-HRTimeline
Bell Investment Advisors, Inc592$30.2K0.01%013F-HRTimeline
First Horizon Advisors, Inc.558$28.5K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…540$28K0.01%new13F-HRTimeline
Founders Financial Alliance, LLC537$27.4K0.01%013F-HRTimeline
Winthrop Capital Management, LLC485$25K0.01%013F-HRTimeline
New Millennium Group LLC478$24.4K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.477$24.3K0.01%-28413F-HRTimeline
Anchor Investment Management, LLC448$22.9K<0.01%013F-HRTimeline
GeoWealth Management, LLC431$22K<0.01%-36713F-HRTimeline
DHJJ Financial Advisors, Ltd.402$20.5K0.01%013F-HRTimeline
Piscataqua Savings Bank396$20.2K0.02%013F-HRTimeline
Wood Tarver Financial Group, LLC394$20.1K0.01%013F-HRTimeline
Dogwood Wealth Management LLC392$20K0.01%013F-HRTimeline
Cheviot Value Management, LLC389$19.6K<0.01%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC376$19.2K<0.01%-15413F-HRTimeline
LRI Investments, LLC375$19.2K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.359$18.3K<0.01%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…360$18K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC350$17.9K<0.01%013F-HRTimeline
Investors Research Corp349$17.8K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…332$17K<0.01%new13F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…323$16.5K0.01%+22213F-HRTimelineGroup
GPS Wealth Strategies Group, LLC319$16.3K<0.01%new13F-HRTimeline
Bristlecone Advisors, LLC314$16K<0.01%+27513F-HRTimeline
VSM Wealth Advisory, LLC309$15.8K0.01%new13F-HRTimeline
TRUST CO OF VERMONT307$15.7K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc307$15.4K0.01%013F-HRTimeline
Asset Dedication, LLC277$14.2K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department274$14K<0.01%013F-HRTimelineGroup
Sage Mountain Advisors LLC272$13.9K<0.01%013F-HRTimeline
MOTCO259$13.2K<0.01%new13F-HRTimeline
Topsail Wealth Management, LLC256$13.1K<0.01%013F-HRTimeline
Caldwell Trust Co256$13.1K<0.01%-1,15313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC250$12.8K<0.01%-37613F-HRTimeline
AllSquare Wealth Management LLC250$12.8K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.234$12K0.01%new13F-HRTimeline
IFP Advisors, Inc217$11.1K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.216$11K<0.01%new13F-HRTimeline
Bangor Savings Bank205$10.5K<0.01%-23913F-HRTimeline
HHM Wealth Advisors, LLC204$10.4K<0.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD200$10.2K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.196$10K<0.01%013F-HRTimeline
Coston, McIsaac & Partners207$10K<0.01%new13F-HRTimeline
Nemes Rush Group LLC192$9.82K<0.01%+113F-HRTimeline
ROTHSCHILD INVESTMENT LLC189$9.67K<0.01%+113F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC186$9.5K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC170$8.68K<0.01%013F-HR/ATimeline
Global Wealth Strategies & Associates168$8.58K<0.01%-16613F-HRTimeline
Future Financial Wealth Managment LLC159$8.12K0.01%013F-HRTimeline
Keystone Global Partners, LLC151$7.71K0.01%13F-HRTimeline
Bogart Wealth, LLC150$7.66K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC327$7.3K0.01%+18413F-HRTimeline
Continuum Advisory, LLC134$6.85K<0.01%-17013F-HRTimeline
Frazier Financial Advisors, LLC125$6.38K<0.01%013F-HRTimeline
Register Financial Advisors LLC124$6.33K<0.01%+3113F-HRTimeline
WEBSTER BANK, N. A.118$6.03K<0.01%013F-HRTimeline
EPG Wealth Management LLC109$5.57K<0.01%-6213F-HRTimeline
TruNorth Capital Management, LLC104$5.31K<0.01%new13F-HRTimeline
Robinswood Financial LLC98$5K<0.01%new13F-HRTimeline
TSFG, LLC106$5K<0.01%+113F-HRTimeline
Arax Advisory Partners93$4.76K<0.01%+7013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC71$3.63K<0.01%+3513F-HRTimeline
Davis Capital Management69$3.52K<0.01%013F-HRTimeline
Key Financial Inc66$3.37K<0.01%013F-HRTimeline
WestEnd Advisors, LLC63$3.22K<0.01%+713F-HRTimeline
Vermillion Wealth Management, Inc.61$3.12K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.58$2.96K<0.01%-41213F-HRTimeline
McIlrath & Eck, LLC58$2.96K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…56$2.86K<0.01%new13F-HR/ATimelineGroup
Glen Eagle Advisors, LLC55$2.81K<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.53$2.71K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC52$2.66K<0.01%new13F-HRTimeline