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USIG ISHARES TR

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SHS (fund)

419 managers (426 13F filers) reported a position in USIG shares at 2025-03-31, 173,131,157 shares in all. 45 filers opened a position and 52 filers sold out during the quarter.

Managers
419
13F filers
426
New
45
Added
170
Reduced
131
Sold out
52
Shares held by filers
173,131,157

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Plante Moran Financial Advisors, LLC51$2.6K<0.01%-3913F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT45$2.3K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC44$2.25K<0.01%-5713F-HRTimeline
FSC Wealth Advisors, LLC38$1.93K<0.01%013F-HRTimeline
PayPay Securities Corp25$1.3K0.07%-313F-HRTimeline
LGT Financial Advisors LLC23$1.18K<0.01%-9113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO21$1.07K<0.01%new13F-HRTimelineGroup
Olistico Wealth, LLC20$1.02K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…5$1K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC18$919<0.01%+213F-HRTimeline
Larson Financial Group LLC15$788<0.01%013F-HRTimeline
Realta Investment Advisors10$511<0.01%013F-HRTimeline
Northwest Capital Management Inc9$460<0.01%013F-HRTimeline
Darwin Wealth Management, LLC6$301<0.01%013F-HRTimeline
Rossby Financial, LCC5$254<0.01%new13F-HRTimeline
HighMark Wealth Management LLC3$177<0.01%013F-HRTimeline
Sandy Spring Bank1$52<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-36,56713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Covestor Ltd0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.