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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
Bogart Wealth, LLC150$7.68K<0.01%013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.149$7.63K<0.01%+6913F-HRTimelineGroup
Princeton Global Asset Management LLC148$7.6K<0.01%-20213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/135$6.92K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC125$6.4K<0.01%013F-HRTimeline
Nemes Rush Group LLC117$5.99K<0.01%+10613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC102$5.22K<0.01%-8813F-HRTimeline
MOTCO98$5.02K<0.01%-7713F-HRTimeline
EPG Wealth Management LLC98$5.02K<0.01%013F-HRTimeline
Robinswood Financial LLC98$5.02K<0.01%013F-HR/ATimeline
Register Financial Advisors LLC93$4.76K<0.01%013F-HRTimeline
BAYBAN86$4.41K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC80$4.1K<0.01%+5013F-HRTimeline
Bell Investment Advisors, Inc79$4.05K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC76$4K<0.01%-1,10513F-HRTimelineGroup
Davis Capital Management69$3.54K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management65$3.34K<0.01%-1013F-HRTimelineGroup
WestEnd Advisors, LLC62$3.18K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.58$2.97K<0.01%013F-HRTimeline
McIlrath & Eck, LLC58$2.97K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…58$2.97K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC55$2.82K<0.01%013F-HRTimeline
Clearstead Trust, LLC51$2.61K<0.01%013F-HRTimeline
POM Investment Strategies, LLC51$2.61K<0.01%013F-HRTimeline
HARRIS ASSOCIATES L P50$2.56K<0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC48$2.46K<0.01%013F-HRTimeline
Networth Advisors, LLC47$2.41K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT45$2.31K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC44$2.25K<0.01%-1213F-HRTimeline
HM PAYSON & CO41$2.1K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.40$2.05K<0.01%-2113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC40$2.05K<0.01%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC30$1.54K<0.01%new13F-HRTimeline
PITTENGER & ANDERSON INC29$1.49K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC26$1.33K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC26$1.33K<0.01%new13F-HRTimeline
PayPay Securities Corp24$1.23K0.04%-713F-HRTimeline
Arax Advisory Partners24$1.23K<0.01%-713F-HRTimeline
Global Wealth Strategies & Associates21$1.08K<0.01%013F-HRTimeline
Hurley Capital, LLC20$1.02K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners20$1K<0.01%-30113F-HRTimeline
Burk Holdings LLC19$973<0.01%new13F-HRTimeline
CURIO WEALTH, LLC17$871<0.01%new13F-HRTimeline
Vision Retirement, LLC17$871<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.16$820<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC11$564<0.01%new13F-HRTimeline
Realta Investment Advisors10$512<0.01%013F-HRTimeline
Larson Financial Group LLC7$359<0.01%013F-HRTimeline
HighMark Wealth Management LLC4$186<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$70<0.01%013F-HRTimeline
BlueCrest Capital Management Ltd1$51<0.01%new13F-HRTimeline
Kozak & Associates, Inc.1$43<0.01%-23713F-HRTimeline