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Disclosery

USIG ISHARES TR

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SHS (fund)

452 managers (460 13F filers) reported a position in USIG shares at 2026-03-31, 302,472,637 shares in all. 57 filers opened a position and 36 filers sold out during the quarter.

Managers
452
13F filers
460
New
57
Added
192
Reduced
123
Sold out
36
Shares held by filers
302,472,637

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
NORTHERN TRUST CORPin group NORTHERN TRUST CORP13,371$685K<0.01%-1,46413F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…13,040$668K0.11%013F-HRTimeline
Yukon Wealth Management, Inc.13,040$668K0.4%+52413F-HRTimeline
Integrated Wealth Concepts LLC12,979$665K0.01%-1,24013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,884$660K0.01%-1,32013F-HRTimelineGroup
NTV Asset Management LLC12,735$652K0.07%+97013F-HRTimeline
CIBC WORLD MARKET INC.12,427$637K<0.01%+2,50013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC12,038$617K0.18%-7613F-HRTimeline
Federation des caisses Desjardins du Qu…11,890$609K<0.01%+4,38013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC11,744$602K0.01%+5,45413F-HRTimeline
Vestmark Advisory Solutions, Inc.11,743$602K0.01%+5,45313F-HRTimeline
Breakwater Capital Group11,465$587K0.08%-15213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC11,361$582K0.44%-5213F-HRTimeline
DAVIDSON TRUST CO11,349$581K0.25%-1,04913F-HRTimeline
United Advisor Group, LLC11,208$574K0.07%+51913F-HRTimeline
Koss-Olinger Consulting, LLC11,042$566K0.05%new13F-HRTimeline
Private Advisor Group, LLC10,964$562K<0.01%+35013F-HRTimeline
&PARTNERS10,864$561K<0.01%+4,46513F-HRTimeline
Summit Financial, LLC10,927$560K0.01%+12313F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.10,819$554K0.04%+8313F-HRTimeline
1900 WEALTH MANAGEMENT LLC10,641$545K0.04%013F-HRTimeline
AE Wealth Management LLC10,586$542K<0.01%-4,64413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC10,561$541K0.02%+54513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,500$538K<0.01%-2,73513F-HRTimelineGroup
Perigon Wealth Management, LLC10,312$528K0.01%+96713F-HRTimeline
Investment Management Trust, LLC10,263$526K0.51%13F-HRTimeline
Oxinas Partners, LLC10,170$521K0.24%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,108$518K0.01%new13F-HRTimelineGroup
Kelly Financial Services LLC9,968$506K0.12%new13F-HRTimeline
Regal Investment Advisors LLC9,816$503K0.03%+8613F-HRTimeline
Foundations Investment Advisors, LLC9,602$492K0.01%-1,28813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,537$489K0.01%+1,90513F-HR/ATimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.9,500$487K0.12%new13F-HRTimelineGroup
Wescott Financial Advisory Group, LLC9,167$470K0.04%+7013F-HRTimeline
MANNING & NAPIER ADVISORS LLC9,125$467K0.01%-329,36513F-HRTimeline
Accurate Wealth Management, LLC8,907$457K0.05%+63013F-HRTimeline
WAYSTONE ADVISORS LLC8,882$455K0.41%-16113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,702$446K<0.01%+1,28813F-HRTimelineGroup
Snowden Capital Advisors LLC8,542$438K0.01%+1,67713F-HRTimeline
RHS Financial, LLC8,399$430K0.2%new13F-HRTimeline
EJMK Ventures LLC8,365$429K0.24%-3,26713F-HRTimeline
GC Wealth Management RIA, LLC8,289$425K0.02%+8113F-HRTimeline
Moors & Cabot, Inc.8,247$422K0.02%+20613F-HRTimeline
Valley Financial Group, Inc.8,231$422K0.23%+23413F-HRTimeline
Diversified Enterprises, LLC8,219$421K0.02%-4413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,293$420K<0.01%-8,11113F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC7,837$401K0.04%-2,07713F-HRTimeline
PRIVATE TRUST CO NA7,797$399K0.04%+72713F-HRTimeline
PFG Advisors7,797$399K0.02%+52713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC7,770$398K0.14%-15713F-HR/ATimelineGroup
Ausdal Financial Partners, Inc.7,602$389K0.02%+8613F-HRTimeline
TWO SIGMA SECURITIES, LLC7,519$385K0.04%-2,19713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,295$374K0.02%new13F-HRTimelineGroup
Meridian Wealth Management, LLC7,157$367K0.01%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC7,109$364K0.01%+7913F-HRTimeline
Prospera Financial Services Inc7,107$364K0.01%+1,53013F-HRTimeline
SageView Advisory Group, LLC7,024$360K0.01%+11213F-HRTimeline
Spectrum Strategic Capital Management, …6,998$359K0.19%+1413F-HRTimeline
SBI Securities Co., Ltd.6,953$356K0.01%-1,75113F-HRTimeline
Capital Square, LLC6,897$355K0.16%-11,21013F-HRTimeline
ShoreHaven Wealth Partners, LLC6,869$352K0.13%+1,42313F-HRTimeline
Signal Advisors Wealth, LLC6,726$345K0.02%+16413F-HRTimeline
LYELL WEALTH MANAGEMENT, LP6,710$344K0.03%013F-HRTimeline
Joule Financial, LLC6,663$341K0.1%new13F-HRTimeline
Avantax Planning Partners, Inc.6,579$337K0.01%+1,11813F-HRTimeline
Meadow Creek Wealth Advisors LLC6,461$331K0.21%-2013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.6,451$330K0.03%-5913F-HRTimeline
Merited Wealth, LLC6,435$330K0.27%+1,43513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,323$324K0.01%+49013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding6,276$322K-14,303Timeline
Chicago Partners Investment Group LLC6,100$315K0.01%+13713F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.6,056$310K<0.01%13F-HRTimelineGroup
IPG Investment Advisors LLC6,027$309K0.05%-1913F-HRTimeline
ARWA LLC5,990$308K0.15%-4,97813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,904$302K<0.01%+56513F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK5,900$302K<0.01%new13F-HRTimelineGroup
True North Advisors, LLC5,613$288K0.03%+4213F-HRTimeline
Synergy Investment Management, LLC5,563$285K0.09%+22713F-HRTimeline
Root Financial Partners, LLC5,512$282K0.01%+86813F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP5,419$278K0.04%013F-HRTimeline
Southland Equity Partners LLC5,368$275K0.05%013F-HRTimeline
TD Capital Management LLC5,350$274K0.02%013F-HRTimeline
Sterling Investment Counsel, LLC5,133$263K0.07%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,116$262K0.01%013F-HRTimeline
Stewardship Advisors, LLC5,092$261K0.06%+36013F-HRTimeline
Azimuth Capital Investment Management L…5,088$261K0.01%-7013F-HRTimeline
Facet Wealth, Inc.5,079$260K<0.01%new13F-HRTimeline
NIXON PEABODY TRUST CO5,046$259K0.02%new13F-HRTimeline
Ledyard National Bank5,022$257K0.02%013F-HRTimeline
Cambridge Financial Group, LLC4,999$256K0.09%-2,85213F-HRTimeline
Destiny Wealth Partners, LLC4,982$255K0.03%013F-HRTimeline
Wedmont Private Capital4,899$252K0.01%new13F-HRTimeline
Cassady Wealth & Retirement Planning, L…4,779$245K0.13%+19113F-HRTimeline
SONATA CAPITAL GROUP INC4,725$242K0.09%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.4,690$240K0.03%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC4,677$240K0.07%new13F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC4,606$236K0.08%new13F-HRTimeline
Quantinno Capital Management LP4,460$228K<0.01%new13F-HRTimeline
Fort Point Capital Partners LLC4,306$221K0.03%+17213F-HRTimeline
OBSIDIAN CIO, LLC4,119$211K0.19%new13F-HRTimeline
Independent Advisor Alliance4,099$210K<0.01%new13F-HRTimeline
IHT Wealth Management, LLC4,059$208K<0.01%-43513F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.3,993$205K0.05%new13F-HRTimelineGroup
Second Line Capital, LLC3,931$201K0.04%new13F-HRTimeline
Truvestments Capital LLC3,823$196K0.04%-58413F-HRTimeline
Asset Dedication, LLC3,782$194K0.01%+3,50513F-HRTimeline
CoreCap Advisors, LLC3,768$193K0.01%+1,81013F-HRTimeline
Sound Income Strategies, LLC3,633$186K0.01%+413F-HRTimeline
EASTERN BANK3,433$176K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.3,378$173K0.11%+14513F-HRTimeline
North Star Investment Management Corp.3,314$170K0.01%+2513F-HRTimeline
WOLFF WIESE MAGANA LLC2,899$149K0.08%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,651$136K0.06%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,625$134K<0.01%-3,35713F-HRTimeline
Blue Trust, Inc.2,357$121K<0.01%+77313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,227$114K0.01%013F-HRTimeline
REAP Financial Group, LLC2,162$111K0.02%+313F-HRTimeline
LFA - Lugano Financial Advisors SA2,117$108K0.05%013F-HRTimeline
Atomic Invest LLC2,106$107K0.05%+1,56613F-HRTimeline
WPG Advisers, LLC2,075$106K0.08%-4713F-HRTimeline
Rossby Financial, LCC2,079$106K0.02%+2,07413F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,013$103K0.01%+2213F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,883$96.5K0.05%-1113F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC1,775$90.9K<0.01%13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,737$89K<0.01%-1,01913F-HRTimeline
Pacifica Partners Inc.1,710$87.6K0.03%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,627$83.4K0.03%new13F-HRTimeline
Advisory Services Network, LLC1,605$82.2K<0.01%new13F-HRTimeline
Archer Investment Corp1,590$81.5K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.1,565$80.2K0.01%+78613F-HRTimeline
Independence Bank of Kentucky1,559$79.9K0.01%-6313F-HRTimeline
Golden State Wealth Management, LLC1,404$72K0.01%+23413F-HRTimeline
Parallel Advisors, LLC1,367$70K<0.01%-54413F-HR/ATimeline
Pinnacle Bancorp, Inc.1,334$68.3K0.02%+7513F-HRTimeline
Lloyd Advisory Services, LLC.1,333$68.3K0.02%+1,27613F-HRTimeline
Kingdom Financial Group LLC.1,333$68.3K0.02%+80413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,300$66.6K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,251$64.1K<0.01%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …1,240$63.5K<0.01%013F-HRTimelineGroup
Rossmore Private Capital1,208$61.9K0.01%013F-HRTimeline
AdvisorNet Financial, Inc1,107$56.7K<0.01%-513F-HRTimeline
CENTRAL TRUST Co1,055$54K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,027$52.6K<0.01%+13713F-HRTimeline
Murphy & Mullick Capital Management Corp975$49.9K0.04%013F-HRTimeline
Silver Grove Financial Group, Inc.939$48.1K0.04%new13F-HRTimeline
Strive Financial Group ,LLC937$48K0.03%-5813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.900$46.1K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…882$45.2K<0.01%-1,86613F-HRTimelineGroup
Hamrick Investment Counsel, llc844$43.2K0.02%013F-HRTimeline
AlphaCore Capital LLC789$40.4K<0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.719$36.8K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/700$35.8K<0.01%-81213F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC682$34.9K<0.01%+66113F-HRTimeline
Creative Capital Management Investments…666$34.1K0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.605$31K0.03%+113F-HRTimeline
Bay Harbor Wealth Management, LLC598$30.6K0.01%+13513F-HRTimeline
Clearstead Advisors, LLC590$30.2K<0.01%-2,12913F-HRTimeline
Dunhill Financial, LLC570$29.2K0.01%new13F-HRTimeline
Rialto Wealth Management, LLC566$29K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…526$26.9K<0.01%+1913F-HRTimeline
NorthAvenue LLC523$26.8K0.02%013F-HRTimeline
WELLINGTON-ALTUS USA INC.500$25.6K0.02%013F-HRTimeline
Winthrop Capital Management, LLC485$25K0.01%013F-HRTimeline
Addison Advisors LLC486$24.9K0.01%013F-HRTimeline
United Financial Planning Group LLC466$23.9K0.01%+7413F-HRTimeline
Anchor Investment Management, LLC463$23.7K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…456$23.4K<0.01%013F-HRTimelineGroup
Gen-Wealth Partners Inc453$23.2K0.01%013F-HRTimeline
Key Financial Inc448$23K<0.01%-6613F-HRTimeline
Delos Wealth Advisors, LLC443$22.7K0.01%+13813F-HRTimeline
SIGNATUREFD, LLC411$21.1K<0.01%new13F-HRTimeline
Piscataqua Savings Bank396$20.3K0.01%013F-HRTimeline
Cheviot Value Management, LLC389$19.9K<0.01%013F-HRTimeline
LRI Investments, LLC375$19.2K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC354$18.1K<0.01%013F-HRTimeline
Millstone Evans Group, LLC352$18K0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…360$18K<0.01%013F-HRTimelineGroup
Investors Research Corp338$17.3K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC320$16.4K<0.01%013F-HRTimelineGroup
Signature Equity Partners, LLC314$16.1K0.01%+3313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC307$15.7K<0.01%new13F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.284$15K<0.01%-1913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BankPlus Trust Departmentin group BankPlus Trust Department274$14K<0.01%013F-HRTimelineGroup
Topsail Wealth Management, LLC256$13.1K<0.01%013F-HRTimeline
Caldwell Trust Co256$13.1K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.250$12.8K<0.01%+5113F-HRTimeline
IFP Advisors, Inc249$12.8K<0.01%-61613F-HRTimeline
HHM Wealth Advisors, LLC204$10.5K<0.01%-10813F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD200$10.2K<0.01%013F-HRTimelineGroup
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…200$10.2K<0.01%+6713F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC186$9.53K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC182$9.34K<0.01%-1513F-HRTimeline
High Note Wealth, LLC174$8.91K<0.01%013F-HRTimeline
Axiom Investment Management LLC168$8.61K0.01%13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.164$8.4K0.01%+9113F-HRTimeline
Strategic Wealth Partners, Ltd.160$8.22K<0.01%-1313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp160$8.2K<0.01%-13613F-HRTimelineGroup
Activest Wealth Management160$8.2K<0.01%new13F-HRTimeline
Olistico Wealth, LLC151$7.74K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC150$7.68K<0.01%-12113F-HRTimeline