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Disclosery

USIG ISHARES TR

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SHS (fund)

413 managers (422 13F filers) reported a position in USIG shares at 2025-09-30, 208,457,729 shares in all. 62 filers opened a position and 39 filers sold out during the quarter.

Managers
413
13F filers
422
New
62
Added
165
Reduced
124
Sold out
39
Shares held by filers
208,457,729

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Foundations Investment Advisors, LLC11,600$606K0.01%-1,57513F-HRTimeline
Valley Financial Group, Inc.11,539$603K0.34%+2,21213F-HRTimeline
AE Wealth Management LLC11,479$599K<0.01%+52913F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC11,413$596K0.49%013F-HRTimeline
Yukon Wealth Management, Inc.11,339$592K0.19%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP11,062$578K<0.01%+3,27513F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC10,753$562K0.02%+89313F-HRTimeline
1900 WEALTH MANAGEMENT LLC10,737$561K0.04%013F-HRTimeline
Atria Investments, Inc10,719$560K0.01%-1,54813F-HRTimeline
Koshinski Asset Management, Inc.10,576$552K0.04%+41213F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.10,570$552K0.04%+12213F-HRTimeline
SYNOVUS FINANCIAL CORP10,429$545K0.01%+22713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC10,375$542K0.06%-4413F-HRTimeline
Pictet North America Advisors SA10,130$529K0.05%-51013F-HRTimeline
SBI Securities Co., Ltd.9,864$515K0.01%-99813F-HRTimeline
Cambridge Financial Group, LLC9,827$513K0.17%new13F-HRTimeline
Perigon Wealth Management, LLC9,524$497K0.01%+1,40813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,445$493K0.01%-2,20813F-HRTimelineGroup
Koss-Olinger Consulting, LLC9,349$481K0.04%013F-HRTimeline
Wescott Financial Advisory Group, LLC9,156$478K0.04%+30413F-HRTimeline
MAI Capital Management9,147$478K<0.01%-10913F-HRTimeline
World Investment Advisors8,817$460K0.01%-5613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,229$430K<0.01%-73413F-HRTimelineGroup
Moors & Cabot, Inc.8,030$419K0.02%new13F-HRTimeline
JGP Wealth Management, LLC7,931$414K0.05%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,868$411K<0.01%+2,43513F-HRTimelineGroup
Clearwater Capital Advisors, LLC7,663$400K0.03%-1313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,594$397K0.12%+30013F-HRTimelineGroup
Pinnacle Financial Partners Inc7,558$395K0.01%new13F-HRTimeline
Signal Advisors Wealth, LLC7,411$387K0.04%-1,49513F-HRTimeline
Meadow Creek Wealth Advisors LLC7,159$376K0.25%013F-HRTimeline
Accurate Wealth Management, LLC7,079$371K0.05%new13F-HRTimeline
PRIVATE TRUST CO NA7,064$369K0.03%+2,24313F-HRTimeline
SageView Advisory Group, LLC6,899$360K0.01%+8313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC6,799$355K0.01%-3813F-HRTimeline
LYELL WEALTH MANAGEMENT, LP6,710$350K0.03%-1,44013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,673$348K0.02%new13F-HRTimelineGroup
Synergy Investment Management, LLC6,655$348K0.13%-3,13913F-HRTimeline
Snowden Capital Advisors LLC6,644$347K0.01%-1,00313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,642$347K0.01%-1,10313F-HRTimeline
Ausdal Financial Partners, Inc.6,607$345K0.02%new13F-HRTimeline
One Capital Management, LLC6,590$344K0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,583$344K0.01%-1,48313F-HRTimeline
GTS SECURITIES LLC6,236$326K0.01%+1,56213F-HRTimeline
IPG Investment Advisors LLC6,159$322K0.06%013F-HRTimeline
CHOREO, LLC6,035$315K<0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC5,963$314K0.01%013F-HRTimeline
Prospera Financial Services Inc5,915$309K0.01%-513F-HRTimeline
TWO SIGMA SECURITIES, LLC5,895$308K0.05%new13F-HRTimeline
Savvy Advisors, Inc.5,846$305K0.01%new13F-HRTimeline
Cyndeo Wealth Partners, LLC5,838$305K0.02%-5013F-HRTimeline
Magnus Financial Group LLC5,622$294K0.02%-23113F-HRTimeline
CIBC WORLD MARKET INC.5,507$288K<0.01%new13F-HRTimeline
True North Advisors, LLC5,484$286K0.05%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.5,481$286K<0.01%new13F-HRTimelineGroup
ShoreHaven Wealth Partners, LLC5,469$286K0.11%-1113F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP5,419$283K0.04%+46713F-HRTimeline
Southland Equity Partners LLC5,368$280K0.06%+98013F-HRTimeline
TD Capital Management LLC5,350$279K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,332$278K<0.01%+1,32313F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC5,328$278K<0.01%-3,20413F-HRTimelineGroup
Regal Investment Advisors LLC5,211$272K0.02%new13F-HRTimeline
Shared Vision Wealth Group LLC5,081$267K0.11%+2413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,116$267K0.01%+28713F-HRTimeline
Destiny Wealth Partners, LLC4,982$260K0.03%013F-HRTimeline
Azimuth Capital Investment Management L…4,958$259K0.01%+14013F-HRTimeline
Veltria Advisors Corp.4,895$256K1.13%-1,94613F-HRTimeline
Root Financial Partners, LLC4,832$252K0.02%new13F-HRTimeline
FDx Advisors, Inc.4,790$250K0.07%+2613F-HRTimeline
Truvestments Capital LLC4,785$250K0.05%-13613F-HRTimeline
Diversified Enterprises, LLC4,769$249K0.02%+2913F-HRTimeline
SONATA CAPITAL GROUP INC4,725$247K0.09%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,690$245K0.03%013F-HRTimeline
Stewardship Advisors, LLC4,468$233K0.06%-513F-HRTimeline
IHT Wealth Management, LLC4,458$233K0.01%-9713F-HRTimeline
Federation des caisses Desjardins du Qu…4,370$228K<0.01%+4,03413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,367$228K<0.01%+3813F-HRTimelineGroup
Gotham Asset Management, LLC4,325$226K<0.01%new13F-HRTimeline
Global Assets Advisory, LLC4,262$223K0.07%013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK4,222$222K0.02%013F-HRTimeline
Fort Point Capital Partners LLC4,216$220K0.03%+4913F-HRTimeline
BLAIR WILLIAM & CO/IL4,059$212K<0.01%-2613F-HRTimeline
FineMark National Bank & Trust3,954$206K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC3,951$206K<0.01%+1,28013F-HRTimeline
Pinion Investment Advisors, LLC3,864$203K0.06%-4813F-HRTimeline
ORG Partners LLC3,849$201K0.04%+2213F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.3,607$188K0.01%+90013F-HRTimeline
Parallel Advisors, LLC3,450$180K<0.01%+1,35313F-HRTimeline
North Star Investment Management Corp.3,238$169K0.01%+3813F-HRTimeline
Creekmur Asset Management LLC3,230$169K0.03%-1,18413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.3,226$168K0.1%+96413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,078$161K<0.01%+76213F-HRTimelineGroup
Advisory Services Network, LLC3,066$160K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC2,899$151K0.09%+9913F-HRTimeline
Clearstead Advisors, LLC2,719$142K<0.01%-49413F-HRTimeline
HARBOUR INVESTMENTS, INC.2,669$139K<0.01%-32813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,503$131K0.01%new13F-HRTimelineGroup
REAP Financial Group, LLC2,378$124K0.03%-23513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,253$118K0.01%+40513F-HRTimeline
Strategic Wealth Partners, Ltd.2,202$115K0.01%new13F-HRTimeline
Independence Bank of Kentucky2,192$114K0.01%-23513F-HRTimeline
WPG Advisers, LLC2,119$111K0.09%+613F-HRTimeline
LFA - Lugano Financial Advisors SA2,117$110K0.06%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,055$107K<0.01%013F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding1,976$103K-152Timeline
TWIN CITY PRIVATE WEALTH, LLC1,861$97.2K0.08%-29913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,776$92.7K<0.01%new13F-HRTimelineGroup
Pacifica Partners Inc.1,710$89.2K0.03%013F-HRTimeline
Archer Investment Corp1,590$83K0.02%-5113F-HRTimeline
Blue Trust, Inc.1,517$79.2K<0.01%+5413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,345$70K<0.01%-113F-HRTimelineGroup
Rossmore Private Capital1,313$68.6K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.1,259$65.7K0.02%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,240$64.8K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc1,225$64K<0.01%+5213F-HRTimeline
Addison Advisors LLC1,217$63.6K0.01%new13F-HRTimeline
Sound Income Strategies, LLC1,215$63.2K<0.01%-27313F-HRTimeline
Golden State Wealth Management, LLC1,157$60.4K0.01%-10913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,156$60.4K0.01%013F-HRTimeline
CENTRAL TRUST Co1,055$55.1K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC1,006$52.5K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp975$50.9K0.04%013F-HRTimeline
Geneos Wealth Management Inc.890$46.5K<0.01%-25,98713F-HRTimeline
TRUST CO OF VERMONT874$45.6K<0.01%+56713F-HRTimeline
LANARK FINANCIAL, INC.779$40.7K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC766$40K<0.01%-10013F-HRTimeline
CoreCap Advisors, LLC741$38.7K<0.01%+49913F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.719$37.5K0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…608$31.8K<0.01%+1213F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.602$31.4K0.03%+213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding516$27K-188Timeline
IFP Advisors, Inc495$25.8K<0.01%-33913F-HR/ATimeline
Winthrop Capital Management, LLC485$25K0.01%013F-HRTimeline
Anchor Investment Management, LLC463$24.2K<0.01%+1513F-HRTimeline
Gen-Wealth Partners Inc453$23.7K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC425$22.2K<0.01%+413F-HRTimeline
Wealth Watch Advisors, INC414$21.6K0.01%new13F-HRTimeline
Piscataqua Savings Bank396$20.7K0.02%013F-HRTimeline
Cheviot Value Management, LLC389$20.5K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC376$19.6K<0.01%013F-HRTimeline
LRI Investments, LLC375$19.6K<0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…360$19K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC352$18.4K0.01%new13F-HRTimeline
Princeton Global Asset Management LLC350$18.3K<0.01%013F-HRTimeline
Investors Research Corp338$17.6K<0.01%-1113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC333$17.4K<0.01%+26813F-HRTimeline
Delos Wealth Advisors, LLC324$16.9K0.01%+4513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC307$16K<0.01%013F-HRTimeline
Asset Dedication, LLC277$14.5K<0.01%-99313F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department274$14.3K<0.01%013F-HRTimelineGroup
Sage Mountain Advisors LLC272$14.2K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.274$14K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp265$13.8K<0.01%-35413F-HRTimelineGroup
Providence Capital Advisors, LLC262$13.7K<0.01%-2313F-HRTimeline
Cape Investment Advisory, Inc.260$13.6K0.01%+1613F-HRTimeline
Topsail Wealth Management, LLC256$13.4K<0.01%013F-HRTimeline
Caldwell Trust Co256$13.4K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC250$13.1K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC204$10.7K<0.01%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD200$10.4K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC194$10.1K<0.01%+213F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC186$9.71K<0.01%013F-HRTimeline
United Financial Planning Group LLC186$9.7K0.01%13F-HRTimeline
High Note Wealth, LLC174$9.09K<0.01%new13F-HRTimeline
Bogart Wealth, LLC167$8.72K<0.01%-20313F-HRTimeline
Future Financial Wealth Managment LLC159$8.3K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Guerra Advisors Inc137$7.15K<0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/135$7.05K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.133$6.95K<0.01%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC125$6.53K<0.01%new13F-HRTimeline
EPG Wealth Management LLC109$5.69K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…101$5.28K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC100$5.22K<0.01%+4413F-HRTimeline
Robinswood Financial LLC98$5.12K<0.01%013F-HRTimeline
Viewpoint Capital Management LLC97$5.07K<0.01%new13F-HRTimeline
Register Financial Advisors LLC93$4.86K<0.01%-3113F-HRTimeline
Raleigh Capital Management Inc.80$4.18K<0.01%new13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.80$4K<0.01%-3313F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management75$3.92K<0.01%new13F-HRTimelineGroup
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…74$3.86K<0.01%+1113F-HR/ATimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.73$3.81K<0.01%new13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.73$3.81K<0.01%new13F-HR/ATimeline
Davis Capital Management69$3.6K<0.01%13F-HRTimeline
Key Financial Inc66$3.44K<0.01%013F-HRTimeline
WestEnd Advisors, LLC63$3.29K<0.01%-2613F-HRTimeline
Vermillion Wealth Management, Inc.61$3.19K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.58$3.03K<0.01%-41213F-HRTimeline
McIlrath & Eck, LLC58$3.03K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC55$2.87K<0.01%013F-HRTimeline
Clearstead Trust, LLC51$2.66K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC48$2.51K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC46$2.4K<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT45$2.35K<0.01%013F-HRTimeline
Keener Financial Planning LLC53$2K<0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …33$1.72K<0.01%new13F-HRTimelineGroup
Heritage Wealth Advisors30$1.57K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC26$1.36K<0.01%013F-HRTimeline
PayPay Securities Corp24$1.25K0.05%-213F-HRTimeline
AMERIFLEX GROUP, INC.24$1.25K<0.01%-45413F-HRTimeline
New Millennium Group LLC23$1.2K<0.01%-31413F-HRTimeline