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Disclosery

USIG ISHARES TR

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SHS (fund)

436 managers (444 13F filers) reported a position in USIG shares at 2025-12-31, 229,868,607 shares in all. 43 filers opened a position and 42 filers sold out during the quarter.

Managers
436
13F filers
444
New
43
Added
184
Reduced
109
Sold out
42
Shares held by filers
229,868,607

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
COLTON GROOME FINANCIAL ADVISORS, LLC12,114$627K0.18%-1,00013F-HRTimeline
NTV Asset Management LLC11,765$609K0.06%-66813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,716$607K<0.01%+3,48713F-HRTimelineGroup
EJMK Ventures LLC11,632$602K0.37%13F-HRTimeline
Breakwater Capital Group11,617$601K0.08%-6,05113F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC11,413$591K0.49%013F-HRTimeline
Koshinski Asset Management, Inc.11,199$580K0.04%+62313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,058$572K<0.01%+3,19013F-HRTimelineGroup
ARWA LLC10,968$568K0.33%13F-HRTimeline
Foundations Investment Advisors, LLC10,890$564K0.01%-71013F-HRTimeline
Summit Financial, LLC10,804$559K0.01%-2,42013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.10,736$556K0.04%+16613F-HRTimeline
United Advisor Group, LLC10,689$553K0.07%-1,03613F-HRTimeline
1900 WEALTH MANAGEMENT LLC10,641$551K0.04%-9613F-HRTimeline
Private Advisor Group, LLC10,614$549K<0.01%-2,35813F-HRTimeline
HighTower Advisors, LLC10,378$537K<0.01%-1,83713F-HRTimeline
Valeo Financial Advisors, LLC10,130$524K0.01%-25,02413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC10,016$519K0.02%-73713F-HRTimeline
CIBC WORLD MARKET INC.9,927$514K<0.01%+4,42013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC9,914$513K0.06%-46113F-HRTimeline
Atria Investments, Inc9,802$507K0.01%-91713F-HRTimeline
Regal Investment Advisors LLC9,730$504K0.03%+4,51913F-HRTimeline
TWO SIGMA SECURITIES, LLC9,716$503K0.07%+3,82113F-HRTimeline
FLOW TRADERS U.S. LLC9,604$497K0.02%new13F-HRTimeline
Curi Capital, LLC9,455$489K0.01%new13F-HRTimeline
Perigon Wealth Management, LLC9,345$484K0.01%-17913F-HRTimeline
Pacific Excel Wealth Advisors, Inc.9,256$479K0.91%13F-HRTimeline
Wescott Financial Advisory Group, LLC9,097$471K0.04%-5913F-HRTimeline
WAYSTONE ADVISORS LLC9,043$468K0.4%13F-HRTimeline
SBI Securities Co., Ltd.8,704$451K0.01%-1,16013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,609$446K<0.01%-13,95013F-HRTimeline
Gotham Asset Management, LLC8,598$445K<0.01%+4,27313F-HRTimeline
Larry Mathis Financial Planning, LLC8,334$431K0.38%13F-HRTimeline
Accurate Wealth Management, LLC8,277$430K0.05%+1,19813F-HRTimeline
Diversified Enterprises, LLC8,263$428K0.03%+3,49413F-HRTimeline
GC Wealth Management RIA, LLC8,208$425K0.02%-5,76513F-HRTimeline
Focus Financial Network, Inc.8,154$422K0.01%new13F-HRTimeline
Moors & Cabot, Inc.8,041$416K0.02%+1113F-HRTimeline
Valley Financial Group, Inc.7,997$414K0.23%-3,54213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,927$410K0.14%+33313F-HRTimelineGroup
Cambridge Financial Group, LLC7,851$408K0.14%-1,97613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,632$395K0.01%+1,04913F-HRTimeline
Ausdal Financial Partners, Inc.7,516$389K0.02%+90913F-HRTimeline
Federation des caisses Desjardins du Qu…7,510$389K<0.01%+3,14013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,414$384K<0.01%new13F-HRTimelineGroup
PFG Advisors7,270$376K0.02%-7,55113F-HRTimeline
PRIVATE TRUST CO NA7,070$366K0.03%+613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC7,030$364K0.01%+23113F-HRTimeline
Spectrum Strategic Capital Management, …6,984$362K0.19%new13F-HRTimeline
SageView Advisory Group, LLC6,912$358K0.01%+1313F-HRTimeline
Snowden Capital Advisors LLC6,865$355K0.01%+22113F-HRTimeline
LYELL WEALTH MANAGEMENT, LP6,710$347K0.03%013F-HRTimeline
Signal Advisors Wealth, LLC6,562$340K0.03%-84913F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.6,510$337K0.03%+2,90313F-HRTimeline
Meadow Creek Wealth Advisors LLC6,481$336K0.21%-67813F-HRTimeline
&PARTNERS6,399$331K<0.01%new13F-HRTimeline
National Philanthropic Trust6,335$328K<0.01%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.6,290$326K<0.01%-18,90713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,290$326K0.02%-18,90713F-HRTimeline
IPG Investment Advisors LLC6,046$313K0.05%-11313F-HRTimeline
Chicago Partners Investment Group LLC5,963$310K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL5,982$310K<0.01%+1,92313F-HRTimeline
Cyndeo Wealth Partners, LLC5,916$306K0.02%+7813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,833$302K0.01%-80913F-HRTimeline
Prospera Financial Services Inc5,577$289K<0.01%-33813F-HRTimeline
True North Advisors, LLC5,571$288K0.04%+8713F-HRTimeline
Magnus Financial Group LLC5,516$286K0.02%-10613F-HRTimeline
Avantax Planning Partners, Inc.5,461$283K0.01%new13F-HRTimeline
ShoreHaven Wealth Partners, LLC5,446$282K0.1%-2313F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP5,419$281K0.04%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,339$279K<0.01%+1113F-HRTimelineGroup
Southland Equity Partners LLC5,368$278K0.05%013F-HRTimeline
TD Capital Management LLC5,350$277K0.02%013F-HRTimeline
Synergy Investment Management, LLC5,336$276K0.1%-1,31913F-HRTimeline
Azimuth Capital Investment Management L…5,158$267K0.01%+20013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,116$265K0.01%013F-HRTimeline
Ledyard National Bank5,022$260K0.02%new13F-HRTimeline
Destiny Wealth Partners, LLC4,982$259K0.03%013F-HRTimeline
Merited Wealth, LLC5,000$259K0.24%13F-HRTimeline
Impact Capital Partners LLC4,914$254K0.08%new13F-HRTimeline
Stewardship Advisors, LLC4,732$245K0.06%+26413F-HRTimeline
SONATA CAPITAL GROUP INC4,725$245K0.09%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,712$244K<0.01%-62013F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.4,690$243K0.03%013F-HRTimeline
Root Financial Partners, LLC4,644$240K0.01%-18813F-HRTimeline
Integrity Investment Advisors, LLC4,600$238K0.13%new13F-HRTimeline
Cassady Wealth & Retirement Planning, L…4,588$238K0.15%13F-HRTimeline
IHT Wealth Management, LLC4,494$233K0.01%+3613F-HRTimeline
Truvestments Capital LLC4,407$228K0.04%-37813F-HRTimeline
Pursuit Wealth Management LLC4,395$228K0.2%13F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK4,222$222K0.02%013F-HRTimeline
Global Assets Advisory, LLC4,262$221K0.06%013F-HRTimeline
Fort Point Capital Partners LLC4,134$215K0.03%-8213F-HRTimeline
FineMark National Bank & Trust3,904$202K0.01%-5013F-HRTimeline
ORG Partners LLC3,844$199K0.04%-513F-HRTimeline
Sound Income Strategies, LLC3,629$188K0.01%+2,41413F-HRTimeline
EASTERN BANK3,433$178K<0.01%new13F-HRTimeline
North Star Investment Management Corp.3,289$170K0.01%+5113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.3,233$167K0.05%+713F-HRTimeline
WOLFF WIESE MAGANA LLC2,899$150K0.08%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,756$143K<0.01%+8713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,748$142K0.01%+24513F-HRTimelineGroup
Clearstead Advisors, LLC2,719$141K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,651$137K0.06%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,227$115K0.01%-2613F-HRTimeline
REAP Financial Group, LLC2,159$112K0.02%-21913F-HRTimeline
WPG Advisers, LLC2,122$110K0.08%+313F-HRTimeline
LFA - Lugano Financial Advisors SA2,117$110K0.06%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,055$106K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,991$103K0.01%+1513F-HRTimelineGroup
CoreCap Advisors, LLC1,958$101K<0.01%+1,21713F-HRTimeline
Parallel Advisors, LLC1,911$98.9K<0.01%-1,53913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,894$98.1K0.05%+1,79313F-HRTimelineGroup
Pacifica Partners Inc.1,710$88.5K0.04%013F-HRTimeline
Independence Bank of Kentucky1,622$84K0.01%-57013F-HRTimeline
Archer Investment Corp1,590$82.3K0.02%013F-HRTimeline
Blue Trust, Inc.1,584$82K<0.01%+6713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,512$78.3K<0.01%-1,56613F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST1,300$67.5K0.01%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/1,271$65.8K0.03%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.1,259$65.2K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.1,253$64.9K0.02%+99313F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,240$64.2K<0.01%013F-HRTimelineGroup
Rossmore Private Capital1,208$62.5K0.01%-10513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,181$61K<0.01%-16413F-HR/ATimelineGroup
Golden State Wealth Management, LLC1,170$60.6K0.01%+1313F-HRTimeline
AdvisorNet Financial, Inc1,112$57.6K<0.01%-11313F-HRTimeline
CENTRAL TRUST Co1,055$54.6K<0.01%013F-HRTimeline
Wellington Grp LLC1,003$51.9K0.02%13F-HR/ATimeline
Strive Financial Group ,LLC995$51.6K0.03%13F-HR/ATimeline
Murphy & Mullick Capital Management Corp975$50.5K0.04%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.900$46.6K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.890$46.1K<0.01%013F-HRTimeline
IFP Advisors, Inc865$44.8K<0.01%+37013F-HRTimeline
Hamrick Investment Counsel, llc844$43.7K0.03%13F-HRTimeline
LANARK FINANCIAL, INC.779$40.3K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.719$37.2K<0.01%013F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK699$36.2K<0.01%new13F-HRTimelineGroup
YANKCOM Partnership622$32.2K0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.604$31.3K0.03%+213F-HRTimeline
Atomic Invest LLC540$28K0.02%13F-HRTimeline
Kingdom Financial Group LLC.529$27.4K0.01%new13F-HRTimeline
Stone House Investment Management, LLC527$27.3K<0.01%new13F-HRTimeline
NorthAvenue LLC523$27.1K0.02%13F-HRTimeline
Key Financial Inc514$26.6K<0.01%+44813F-HRTimeline
Garton & Associates Financial Advisors …510$26.4K0.01%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…507$26.3K<0.01%new13F-HRTimeline
WELLINGTON-ALTUS USA INC.500$25.9K0.02%13F-HRTimeline
Addison Advisors LLC486$25.2K0.01%-73113F-HRTimeline
Winthrop Capital Management, LLC485$25K0.01%013F-HRTimeline
Anchor Investment Management, LLC463$24K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC463$24K0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…456$23.6K<0.01%-15213F-HRTimelineGroup
Gen-Wealth Partners Inc453$23.5K0.01%013F-HRTimeline
Piscataqua Savings Bank396$20.5K0.01%013F-HRTimeline
United Financial Planning Group LLC392$20.3K0.01%+20613F-HRTimeline
Cheviot Value Management, LLC389$20.2K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC387$20.1K<0.01%new13F-HRTimeline
LRI Investments, LLC375$19.4K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC354$18.3K<0.01%-2213F-HRTimeline
Millstone Evans Group, LLC352$18.2K0.01%013F-HRTimeline
Princeton Global Asset Management LLC350$18.1K<0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…360$18K<0.01%013F-HRTimelineGroup
Investors Research Corp338$17.5K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC320$16.6K<0.01%new13F-HRTimelineGroup
HHM Wealth Advisors, LLC312$16.2K<0.01%+10813F-HRTimeline
Coston, McIsaac & Partners321$16K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.303$16K<0.01%+2913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TRUST CO OF VERMONT307$15.9K<0.01%-56713F-HRTimeline
Delos Wealth Advisors, LLC305$15.8K0.01%-1913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp296$15.3K<0.01%new13F-HRTimelineGroup
Signature Equity Partners, LLC281$14.5K0.01%13F-HRTimeline
Asset Dedication, LLC277$14.3K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department274$14.2K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC271$14K<0.01%-49513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp265$13.7K<0.01%013F-HRTimelineGroup
Topsail Wealth Management, LLC256$13.3K<0.01%013F-HRTimeline
Caldwell Trust Co256$13.3K<0.01%013F-HRTimeline
Kozak & Associates, Inc.238$12.4K<0.01%new13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD200$10.4K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.199$10.3K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC197$10.2K<0.01%+313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC190$9.84K<0.01%-14313F-HRTimeline
DecisionPoint Financial, LLC187$9.68K<0.01%new13F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC186$9.63K<0.01%013F-HRTimeline
MOTCO175$9.06K<0.01%new13F-HRTimeline
High Note Wealth, LLC174$9.01K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.173$8.97K<0.01%-2,02913F-HRTimeline
Olistico Wealth, LLC151$7.82K<0.01%new13F-HRTimeline
Bogart Wealth, LLC150$7.77K<0.01%-1713F-HRTimeline
TRUST CO OF TOLEDO NA /OH/135$6.99K<0.01%013F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…133$6.88K<0.01%+5913F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC125$6.47K<0.01%013F-HRTimeline
EPG Wealth Management LLC98$5.07K<0.01%-1113F-HRTimeline
Robinswood Financial LLC98$5.07K<0.01%013F-HRTimeline
Register Financial Advisors LLC93$4.82K<0.01%013F-HRTimeline
BAYBAN86$4.45K<0.01%13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.80$4K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management75$3.88K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.73$3.78K<0.01%013F-HRTimeline