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Disclosery

USIG ISHARES TR

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SHS (fund)

431 managers (440 13F filers) reported a position in USIG shares at 2024-12-31, 165,410,304 shares in all. 44 filers opened a position and 29 filers sold out during the quarter.

Managers
431
13F filers
440
New
44
Added
164
Reduced
112
Sold out
29
Shares held by filers
165,410,304

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
GoalVest Advisory LLC71$3.57K<0.01%new13F-HRTimeline
Davis Capital Management69$3.47K<0.01%013F-HRTimeline
Key Financial Inc66$3.32K<0.01%+2013F-HRTimeline
Vermillion Wealth Management, Inc.61$3.07K<0.01%13F-HRTimeline
McIlrath & Eck, LLC58$2.92K<0.01%013F-HRTimeline
WestEnd Advisors, LLC56$2.82K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC55$2.77K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC53$2.67K<0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.53$2.67K<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC48$2.52K<0.01%new13F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC48$2.41K<0.01%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT45$2.26K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC39$1.96K<0.01%013F-HRTimeline
FSC Wealth Advisors, LLC38$1.9K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC36$1.81K<0.01%new13F-HRTimeline
PayPay Securities Corp28$1.41K0.06%+1713F-HRTimeline
Sachetta, LLC25$1.27K<0.01%new13F-HRTimeline
Arax Advisory Partners23$1.16K<0.01%new13F-HRTimeline
Venturi Wealth Management, LLC23$1.16K<0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA23$1.16K<0.01%13F-HRTimeline
Bullock Wealth Management Group21$1.06K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…5$1K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC16$804<0.01%013F-HRTimeline
Larson Financial Group LLC15$773<0.01%013F-HRTimeline
Realta Investment Advisors10$502<0.01%013F-HRTimeline
Northwest Capital Management Inc9$453<0.01%013F-HRTimeline
Darwin Wealth Management, LLC6$301<0.01%013F-HR/ATimeline
HighMark Wealth Management LLC3$173<0.01%013F-HRTimeline
Rakuten Securities, Inc.2$101<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1$50<0.01%013F-HRTimeline
Covestor Ltd0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.