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Disclosery

USIG ISHARES TR

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SHS (fund)

460 managers (469 13F filers) reported a position in USIG shares at 2026-06-30, 310,622,523 shares in all. 55 filers opened a position and 50 filers sold out during the quarter.

Managers
460
13F filers
469
New
55
Added
191
Reduced
127
Sold out
50
Shares held by filers
310,622,523

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Axiom Investment Management LLC168$8.62K0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.164$8.41K<0.01%013F-HRTimeline
TOP Private Wealth LLC.164$8.41K0.01%13F-HRTimeline
Clearstead Advisors, LLC160$8.19K<0.01%-43013F-HRTimeline
Olistico Wealth, LLC151$7.75K<0.01%013F-HRTimeline
Bogart Wealth, LLC150$7.69K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC148$7.61K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/135$6.92K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC133$6.82K<0.01%+8913F-HRTimeline
VIMA LLC130$6.67K0.01%13F-HRTimeline
LOWE BROCKENBROUGH & CO INC125$6.41K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC117$6K<0.01%new13F-HRTimelineGroup
Nemes Rush Group LLC117$6K<0.01%013F-HRTimeline
MOTCO98$5.03K<0.01%013F-HRTimeline
EPG Wealth Management LLC98$5.03K<0.01%013F-HRTimeline
Robinswood Financial LLC98$5.03K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC93$4.77K<0.01%new13F-HRTimeline
Register Financial Advisors LLC93$4.77K<0.01%013F-HRTimeline
Networth Advisors, LLC87$4.47K<0.01%+4013F-HRTimeline
BAYBAN86$4.41K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…82$4.21K<0.01%new13F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC80$4.1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.84$4K<0.01%-20013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capital Analysts, LLCin group Capital Analysts, LLC76$4K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.74$3.79K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.69$3.54K<0.01%new13F-HRTimelineGroup
Davis Capital Management69$3.54K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management65$3.35K<0.01%013F-HRTimelineGroup
Lloyd Advisory Services, LLC.64$3.26K<0.01%-1,26913F-HRTimeline
WestEnd Advisors, LLC63$3.23K<0.01%+113F-HRTimeline
Gunpowder Capital Management, LLC dba O…58$2.98K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC55$2.82K<0.01%013F-HRTimeline
Timbuktu Capital Management, LLC50$2.56K<0.01%13F-HRTimeline
Activest Wealth Management48$2.46K<0.01%-11213F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC48$2.46K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT45$2.31K<0.01%013F-HRTimeline
HM PAYSON & CO41$2.1K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC40$2.05K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC37$1.89K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC35$1.76K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC32$1.64K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC26$1.33K<0.01%013F-HRTimeline
PayPay Securities Corp23$1.18K0.03%-113F-HRTimeline
Hurley Capital, LLC20$1.04K<0.01%013F-HRTimeline
Coston, McIsaac & Partners20$1K<0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC18$923<0.01%new13F-HRTimeline
Meramec Financial Planners, LLC15$756<0.01%new13F-HRTimeline
Sunrise Financial Services, LLC14$718<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…11$592<0.01%-87113F-HRTimelineGroup
Realta Investment Advisors10$513<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co8$410<0.01%new13F-HRTimeline
SIGNATUREFD, LLC5$256<0.01%-40613F-HRTimeline
HighMark Wealth Management LLC4$188<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC2$103<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.1$71<0.01%-15913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$70<0.01%013F-HRTimeline
BlueCrest Capital Management Ltd1$51<0.01%013F-HRTimeline
Kozak & Associates, Inc.1$43<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1$37<0.01%-18113F-HRTimeline
Coppell Advisory Solutions LLC64$1.67Mnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.