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Disclosery

USIG ISHARES TR

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SHS (fund)

399 managers (406 13F filers) reported a position in USIG shares at 2025-06-30, 193,826,861 shares in all. 45 filers opened a position and 67 filers sold out during the quarter.

Managers
399
13F filers
406
New
45
Added
178
Reduced
105
Sold out
67
Shares held by filers
193,826,861

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
CAHABA WEALTH MANAGEMENT, INC.10,448$537K0.04%+12013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC10,419$536K0.07%new13F-HRTimeline
SYNOVUS FINANCIAL CORP10,202$525K0.01%+15613F-HRTimeline
Arete Wealth Advisors, LLC10,170$523K0.04%-12,96213F-HRTimeline
Koshinski Asset Management, Inc.10,164$523K0.04%+2,77813F-HRTimeline
Capital Investment Advisory Services, L…10,100$520K0.04%+2,92213F-HRTimeline
United Advisor Group, LLC10,032$516K0.09%+5,36913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC9,860$507K0.02%+3,98313F-HRTimeline
Synergy Investment Management, LLC9,794$504K0.3%-16,61513F-HRTimeline
Koss-Olinger Consulting, LLC9,349$481K0.04%+2213F-HRTimeline
Valley Financial Group, Inc.9,327$480K0.29%+2613F-HRTimeline
MAI Capital Management9,256$476K<0.01%+34913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,963$461K<0.01%+1,89113F-HRTimelineGroup
Signal Advisors Wealth, LLC8,906$458K0.04%-7,64313F-HRTimeline
World Investment Advisors8,873$456K0.01%-1,01013F-HRTimeline
Wescott Financial Advisory Group, LLC8,852$455K0.04%+4813F-HRTimeline
TOWNSQUARE CAPITAL LLC8,582$441K0.04%-1,11713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,532$439K<0.01%013F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP8,150$419K0.03%-1,66513F-HRTimeline
Perigon Wealth Management, LLC8,116$417K0.01%+71313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,066$415K0.01%+1,56113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,787$401K<0.01%-2,20513F-HR/ATimelineGroup
MISSION WEALTH MANAGEMENT, LP7,745$398K0.01%013F-HRTimeline
Clearwater Capital Advisors, LLC7,676$395K0.04%+19913F-HRTimeline
Snowden Capital Advisors LLC7,647$393K0.01%-1,44313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,294$375K0.1%+62413F-HRTimelineGroup
New Century Financial Group, LLC7,239$372K0.44%new13F-HRTimeline
Meadow Creek Wealth Advisors LLC7,159$368K0.25%013F-HRTimeline
Strategic Financial Concepts, LLC7,003$360K0.05%-35513F-HRTimeline
Veltria Advisors Corp.6,841$352K0.24%-3013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,837$352K0.01%-8813F-HRTimeline
SageView Advisory Group, LLC6,816$349K0.01%-21913F-HRTimeline
Optivise Advisory Services LLC6,349$327K0.17%013F-HRTimeline
IPG Investment Advisors LLC6,159$317K0.06%013F-HRTimeline
Waterloo Capital, L.P.6,032$310K0.03%-59,79713F-HRTimeline
Chicago Partners Investment Group LLC5,963$305K0.01%013F-HRTimeline
Prospera Financial Services Inc5,920$305K0.01%-1,00713F-HRTimeline
Cyndeo Wealth Partners, LLC5,888$303K0.02%+36413F-HRTimeline
Magnus Financial Group LLC5,853$301K0.03%+1,51113F-HRTimeline
ShoreHaven Wealth Partners, LLC5,480$282K0.12%+15513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,433$279K<0.01%-1,71113F-HRTimelineGroup
Blue Investment Partners LLC5,421$279K0.1%new13F-HRTimeline
TD Capital Management LLC5,350$275K0.03%013F-HRTimeline
CW Advisors, LLC5,240$270K<0.01%new13F-HRTimeline
Shared Vision Wealth Group LLC5,057$259K0.13%-29413F-HRTimeline
Sovran Advisors, LLC5,089$259K0.03%-14,83713F-HRTimeline
Destiny Wealth Partners, LLC4,982$256K0.03%013F-HRTimeline
ROCKLAND TRUST CO4,954$255K0.01%-2,22513F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP4,952$255K0.04%013F-HRTimeline
VANCE WEALTH, LLC4,922$253K0.09%new13F-HRTimeline
Truvestments Capital LLC4,921$253K0.05%-68813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC4,829$248K0.01%013F-HRTimeline
PRIVATE TRUST CO NA4,821$248K0.02%+2,69013F-HRTimeline
Azimuth Capital Investment Management L…4,818$248K0.01%+31013F-HRTimeline
FDx Advisors, Inc.4,764$245K0.07%new13F-HRTimeline
Diversified Enterprises, LLC4,740$244K0.02%new13F-HRTimeline
SONATA CAPITAL GROUP INC4,725$243K0.1%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,690$241K0.03%-6513F-HRTimeline
GTS SECURITIES LLC4,674$240K0.01%new13F-HRTimeline
IHT Wealth Management, LLC4,555$234K0.01%+14213F-HRTimeline
Stewardship Advisors, LLC4,473$230K0.06%new13F-HRTimeline
Creekmur Asset Management LLC4,414$227K0.04%+2,79413F-HRTimeline
Southland Equity Partners LLC4,388$226K0.05%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,329$223K<0.01%+3713F-HRTimelineGroup
CAPE COD FIVE CENTS SAVINGS BANK4,222$222K0.02%013F-HRTimeline
Global Assets Advisory, LLC4,262$219K0.09%-8,52413F-HRTimeline
Fort Point Capital Partners LLC4,167$214K0.02%new13F-HRTimeline
BLAIR WILLIAM & CO/IL4,085$210K<0.01%-54813F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.4,055$209K0.05%-10413F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,009$206K<0.01%+15613F-HRTimelineGroup
Bellecapital International Ltd.4,001$206K0.04%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,949$203K<0.01%013F-HRTimelineGroup
Pinion Investment Advisors, LLC3,912$201K0.07%new13F-HRTimeline
ORG Partners LLC3,827$197K0.04%new13F-HRTimeline
Clearstead Advisors, LLC3,213$165K<0.01%013F-HRTimeline
North Star Investment Management Corp.3,200$165K0.01%+3613F-HRTimeline
HARBOUR INVESTMENTS, INC.2,997$154K<0.01%+6213F-HRTimeline
WOLFF WIESE MAGANA LLC2,800$144K0.09%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.2,707$139K0.01%+2,49113F-HRTimeline
Farther Finance Advisors, LLC2,671$137K<0.01%-3,56313F-HRTimeline
REAP Financial Group, LLC2,613$134K0.03%-23413F-HRTimeline
Independence Bank of Kentucky2,427$125K0.02%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,316$119K<0.01%-119,51713F-HR/ATimelineGroup
RICHARDSON FINANCIAL SERVICES INC.2,262$116K0.08%+32713F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC2,160$111K0.09%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding2,128$109K+339Timeline
WPG Advisers, LLC2,113$109K0.09%-34013F-HRTimeline
LFA - Lugano Financial Advisors SA2,117$108K0.06%new13F-HRTimeline
Parallel Advisors, LLC2,097$108K<0.01%+12113F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,055$106K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,901$97.8K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,848$95K0.01%013F-HRTimeline
GeoWealth Management, LLC1,757$90.4K<0.01%+1,32613F-HRTimeline
Pacifica Partners Inc.1,710$87.6K0.04%-9013F-HRTimeline
Archer Investment Corp1,641$84.4K0.02%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP1,510$77.2K0.03%13F-HRTimeline
Sound Income Strategies, LLC1,488$76.5K<0.01%+3413F-HRTimeline
Blue Trust, Inc.1,463$75.2K<0.01%+37413F-HRTimeline
First Horizon Advisors, Inc.1,392$71.6K<0.01%+83413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,346$69K<0.01%-4,90113F-HRTimelineGroup
Asset Dedication, LLC1,270$65.3K<0.01%+99313F-HRTimeline
Golden State Wealth Management, LLC1,266$65.2K0.01%-2,43313F-HRTimeline
Transce3nd, LLC1,249$64.2K0.03%-11,33813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,240$63.8K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc1,173$60.3K<0.01%+27513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,156$59.5K0.01%new13F-HRTimeline
CENTRAL TRUST Co1,055$54.3K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.999$51.4K0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp975$50K0.04%013F-HRTimeline
Boreal Capital Management LLC913$47K0.04%13F-HRTimeline
Aptus Capital Advisors, LLC866$44.5K<0.01%+413F-HRTimeline
IFP Advisors, Inc834$42.9K<0.01%+61713F-HRTimeline
LANARK FINANCIAL, INC.779$40K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …757$38.9K0.01%13F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC725$37.3K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding704$36.2K+372Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp619$31.8K<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.600$30.9K0.03%-12,97213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…596$30.7K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC507$26.1K<0.01%+49213F-HRTimeline
Winthrop Capital Management, LLC485$25K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.478$24.5K0.01%+113F-HRTimeline
Sunbelt Securities, Inc.470$23.6K<0.01%+41213F-HRTimeline
Gen-Wealth Partners Inc453$23.3K0.01%new13F-HRTimeline
Anchor Investment Management, LLC448$23K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC443$22.8K0.01%+11613F-HRTimeline
GPS Wealth Strategies Group, LLC421$21.7K<0.01%+10213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…399$20.5K<0.01%new13F-HRTimelineGroup
Piscataqua Savings Bank396$20.4K0.02%013F-HRTimeline
Wood Tarver Financial Group, LLC394$20K0.01%013F-HRTimeline
Cheviot Value Management, LLC389$20K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC376$19.3K<0.01%013F-HRTimeline
LRI Investments, LLC375$19.3K<0.01%013F-HRTimeline
Bogart Wealth, LLC370$19K<0.01%+22013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…360$18K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC350$18K<0.01%013F-HRTimeline
Investors Research Corp349$18K<0.01%013F-HRTimeline
New Millennium Group LLC337$17.3K0.01%-14113F-HRTimeline
Federation des caisses Desjardins du Qu…336$17.3K<0.01%new13F-HRTimeline
Choate Investment Advisors310$15.9K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC307$15.8K<0.01%+5713F-HR/ATimeline
TRUST CO OF VERMONT307$15.8K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC285$14.7K<0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC279$14.4K0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department274$14.1K<0.01%013F-HRTimelineGroup
Sage Mountain Advisors LLC272$14K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC256$13.2K<0.01%013F-HRTimeline
Caldwell Trust Co256$13.2K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC250$12.9K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.244$12.6K<0.01%+4813F-HRTimeline
CoreCap Advisors, LLC242$12.4K<0.01%-37013F-HRTimeline
Arax Advisory Partners210$10.8K<0.01%+11713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp208$10.7K<0.01%new13F-HRTimelineGroup
Nemes Rush Group LLC206$10.6K<0.01%+1413F-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
ROTHSCHILD INVESTMENT LLC192$9.85K<0.01%+313F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC186$9.57K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC159$8.18K0.01%013F-HRTimeline
Keystone Global Partners, LLC158$8.18K<0.01%+713F-HRTimeline
Olistico Wealth, LLC151$7.77K<0.01%+13113F-HRTimeline
TRUST CO OF TOLEDO NA /OH/135$6.94K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC125$6.43K<0.01%013F-HRTimeline
Register Financial Advisors LLC124$6.38K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.118$6.07K<0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.113$6K<0.01%new13F-HRTimelineGroup
TSFG, LLC107$6K<0.01%+113F-HRTimeline
EPG Wealth Management LLC109$5.61K<0.01%013F-HRTimeline
Newton One Investments LLC109$5.61K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC101$5.2K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…101$5.2K<0.01%-22213F-HRTimelineGroup
Robinswood Financial LLC98$5.04K<0.01%013F-HRTimeline
WestEnd Advisors, LLC89$4.58K<0.01%+2613F-HRTimeline
Nordwand Advisors, LLC72$3.7K<0.01%new13F-HRTimeline
Key Financial Inc66$3.4K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC65$3.34K<0.01%+2113F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…63$3.24K<0.01%+713F-HR/ATimelineGroup
Vermillion Wealth Management, Inc.61$3.14K<0.01%013F-HRTimeline
McIlrath & Eck, LLC58$2.98K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC56$2.88K<0.01%-48113F-HRTimeline
Glen Eagle Advisors, LLC55$2.83K<0.01%013F-HRTimeline
Clearstead Trust, LLC51$2.62K<0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC48$2.47K<0.01%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT45$2.31K<0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC39$2.01K<0.01%13F-HRTimeline
SIMPLEX TRADING, LLC50$2K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.37$1.9K<0.01%-3,27713F-HRTimeline
LGT Financial Advisors LLC30$1.54K<0.01%+713F-HRTimeline
N.E.W. Advisory Services LLC26$1.34K<0.01%-2613F-HRTimeline
PayPay Securities Corp26$1.34K0.07%+113F-HRTimeline
Global Wealth Strategies & Associates21$1.08K<0.01%-14713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC18$926<0.01%013F-HRTimeline
Realta Investment Advisors10$514<0.01%013F-HRTimeline
Northwest Capital Management Inc9$463<0.01%013F-HRTimeline
Rossby Financial, LCC5$257<0.01%013F-HRTimeline
HighMark Wealth Management LLC4$180<0.01%+113F-HRTimeline
NewSquare Capital LLC2$97<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Covestor Ltd0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.