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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/33,302,275$1.67B0.15%+2,088,03113F-HRTimelineGroup
Empower Advisory Group, LLC14,596,537$734M2.47%+1,055,67713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,324,245$523M0.13%+613,87813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC7,790,463$392M1.06%+1,805,20213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,371,788$371M0.58%-118,35413F-HRTimelineGroup
Japan Science & Technology Agency7,234,311$364M6.23%013F-HRTimeline
UBS Group AGin group UBS Group AG6,627,896$333M0.07%+45,13713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,837,648$294M0.01%-95,02913F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,603,082$282M0.86%+543,96013F-HRTimelineGroup
Allworth Financial LP5,279,013$266M1.46%+619,87013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,165,328$260M+89,988Timeline
Franklin Resourcesgroup of 2 filers holding4,504,878$227M+1,767,926Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,250,905$214M0.22%+901,23713F-HRTimelineGroup
1832 Asset Management L.P.3,439,845$173M0.31%+43,76313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,557,426$129M0.01%-28,82913F-HR/ATimelineGroup
Valmark Advisers, Inc.2,556,174$129M1.99%+122,05313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,198,507$111M0.14%+57,31713F-HRTimelineGroup
Asset Management One Co., Ltd.2,183,426$110M0.38%-65,16013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,535,450$77.2M0.01%-227,63313F-HRTimelineGroup
Sensible Financial Planning & Managemen…1,406,474$70.7M14.66%+1,06813F-HRTimeline
MATHER GROUP, LLC.1,328,080$66.8M0.87%+51,23613F-HRTimeline
Merit Financial Group, LLC1,312,543$66M1.19%+69,70913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,261,410$63.4M0.01%+89,17513F-HRTimelineGroup
LPL Financial LLC1,160,398$58.3M0.02%+73,06613F-HRTimeline
Avidian Wealth Enterprises, LLC1,038,598$52.2M2.35%+67,57113F-HRTimeline
Long Run Wealth Advisors, LLC991,721$49.9M11.95%+32,56913F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC974,275$49.1M5.34%-8,25013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…820,592$41.3M0.17%-39,39313F-HRTimelineGroup
AE Wealth Management LLC789,085$39.7M0.34%+14,90913F-HRTimeline
Cetera Investment Advisers747,095$37.6M0.08%+20,98813F-HRTimeline
MCF Advisors LLC740,810$37.2M2.61%+77,70513F-HRTimeline
New Jersey Better Educational Savings T…698,945$35.1M67.53%013F-HRTimeline
Americana Partners, LLC651,160$32.7M1.34%+1,05313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding646,000$32.5M+92,143Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC597,047$30M0.01%13F-HR/ATimelineGroup
Metropolitan Life Insurance Co/NY578,568$29.1M11.53%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC573,989$28.9M0.01%-8,33413F-HRTimelineGroup
BOSTON FINANCIAL MANGEMENT LLC505,032$25.4M0.77%+16,32613F-HRTimeline
Santa Clara Valley Transportation Autho…441,930$22.2M22.36%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC425,412$21.4M0.24%-58,15313F-HRTimeline
Crestwood Advisors Group, LLC407,479$20.5M0.38%+119,59813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC385,318$19.4M0.38%-7,98413F-HRTimeline
Blue Edge Capital, LLC362,808$18.2M2.87%-7,17613F-HRTimeline
OneDigital Investment Advisors LLC351,904$17.7M0.21%+13,47513F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC326,217$16.4M0.48%+3,20013F-HRTimeline
Advisors Capital Management, LLC304,583$15.3M0.24%+29,20013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN299,950$15.1M<0.01%+22,31913F-HRTimelineGroup
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co284,810$14.3M3.57%013F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC280,656$14.1M1.01%+42,78013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC276,403$13.9M0.63%+44,36813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.266,494$13.4M0.03%+42,57013F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC263,422$13.2M0.02%+147,84513F-HRTimelineGroup
Saiph Capital, LLC263,132$13.2M6.01%-3,64313F-HRTimeline
Robertson Stephens Wealth Management, L…262,959$13.2M0.47%-96,24113F-HRTimeline
One Capital Management, LLC257,642$13M0.43%-73,11713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC249,804$12.6M0.03%-4,10513F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…239,602$12M0.12%+21,28313F-HRTimelineGroup
Destination Wealth Management235,953$11.9M0.37%+2,78613F-HRTimeline
Steward Partners Investment Advisory, L…233,497$11.7M0.1%-28,44713F-HRTimeline
Cosner Financial Group, LLC233,038$11.7M7.42%+18,81513F-HRTimeline
Trilogy Capital Inc.224,560$11.3M0.58%-22,21613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC221,230$11.1M0.16%+19,77713F-HRTimeline
Westover Capital Advisors, LLC220,330$11.1M2.44%-142,05813F-HRTimeline
Premier Path Wealth Partners, LLC215,620$10.8M1.65%+7,43613F-HRTimeline
Pallas Capital Advisors LLC206,531$10.4M0.44%+1,43213F-HRTimeline
Kingdom Financial Group LLC.201,977$10.2M6.94%-10,48113F-HRTimeline
McKinley Carter Wealth Services, Inc.197,426$9.93M0.61%+11,04713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding196,444$9.78M+39,793Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA193,505$9.73M<0.01%-42,05913F-HRTimelineGroup
Glassy Mountain Advisors, Inc.189,742$9.54M3.27%+15,93113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC171,753$8.64M0.01%+27,05213F-HRTimelineGroup
Trivant Custom Portfolio Group, LLC162,723$8.18M4.78%+2,54213F-HRTimeline
Kraft, Davis & Associates, LLC161,005$8.09M2.31%-31,74213F-HRTimeline
Waterloo Capital, L.P.149,980$7.54M0.79%+6,64713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\142,479$7.16M0.01%-13,71313F-HRTimelineGroup
COMERICA BANK137,777$6.93M0.03%+5,17013F-HR/ATimeline
SIMA Wealth Partners, LLC136,735$6.88M5.84%+38,21713F-HRTimeline
HOWARD BAILEY SECURITIES, LLC131,633$6.62M2.46%+4,71713F-HRTimeline
Strategic Investment Advisors / MI125,767$6.32M0.67%+39,41813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.125,000$6.29M0.02%013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp123,692$6.22M0.02%-53,63713F-HRTimelineGroup
Sigma Planning Corp119,635$6.02M0.19%+2,48313F-HRTimeline
Motiv8 Investments LLC110,427$5.55M3.9%-13,86013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS109,409$5.5M<0.01%-204,90313F-HRTimelineGroup
Center For Asset Management LLC108,696$5.47M3.54%+22,52613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…107,397$5.4M0.01%+74,63213F-HR/ATimeline
Wealthspire Retirement, LLC107,048$5.38M0.43%+37,94113F-HRTimeline
US FINANCIAL ADVISORS, LLC105,994$5.33M1.64%+1,81313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.105,729$5.32M0.01%+53313F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.105,481$5.3M0.06%+31,32913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC104,227$5.24M<0.01%new13F-HRTimelineGroup
Modern Wealth Management, LLC103,577$5.21M0.19%+26,41113F-HR/ATimeline
Columbus Macro, LLC99,591$5.01M0.69%+20,98913F-HRTimeline
Quantitative Strategies, Inc.96,273$4.84M2.59%-11813F-HRTimeline
Aveo Capital Partners, LLC94,849$4.77M0.52%+7,68313F-HRTimeline
CWM, LLCin group CWM, LLC87,815$4.42M0.02%-400,19613F-HRTimelineGroup
IVC Wealth Advisors LLC87,415$4.4M2.46%+3,88913F-HRTimeline
Erickson Financial Group, LLC85,698$4.31M3.07%+1,06313F-HRTimeline
AIRE ADVISORS, LLC84,637$4.26M0.88%+8,48513F-HRTimeline
Checchi Capital Advisers, LLC83,626$4.2M0.31%-64113F-HRTimeline
TD Waterhouse Canada Inc.83,195$4.18M0.03%-13613F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…78,253$3.93M0.02%+5,10913F-HRTimelineGroup
Algorithmic Investment Models, LLC77,930$3.92M3.02%-1,83513F-HRTimeline
Sanctuary Advisors, LLC76,859$3.89M0.02%-14,79513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.76,357$3.84M0.02%-2,06313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…74,325$3.74M0.01%-2,14213F-HRTimelineGroup
Cambridge Investment Research Advisors,…74,288$3.73M0.01%+1,70813F-HRTimeline
Fjell Capital, LLC73,778$3.71M3.83%13F-HRTimeline
Atria Wealth Solutions, Inc.73,048$3.67M0.04%+9,60913F-HRTimeline
Virtue Capital Management, LLC66,425$3.34M0.67%+4,11613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/65,319$3.28M<0.01%-2,16813F-HRTimelineGroup
Kelly Financial Services LLC61,315$3.08M1.11%-4,48613F-HR/ATimeline
Stratos Wealth Partners, LTD.group of 3 filers holding60,464$3.04M+40,307Timeline
HART & PATTERSON FINANCIAL GROUP LLC60,039$3.02M1.47%+1,44813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC58,771$2.96M<0.01%-1,14613F-HRTimeline
Landing Point Financial Group, LLC57,682$2.9M2.21%13F-HRTimeline
Compagnie Lombard Odier SCmA55,227$2.78M0.04%+1,62713F-HRTimeline
Synergy Investment Management, LLC53,838$2.71M1.16%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…48,750$2.45M<0.01%+7,11013F-HRTimelineGroup
Janney Montgomery Scott LLC47,107$2.37M0.01%-87613F-HRTimeline
Compass Financial Group, Inc.44,207$2.22M1.06%+9013F-HRTimeline
Mariner, LLCin group Mariner, LLC43,663$2.2M<0.01%+2,07813F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding41,670$2.1M+23,497Timeline
Financial Avengers, Inc.39,424$1.98M0.93%+19,70813F-HRTimeline
Global Wealth Management Investment Adv…38,746$1.95M0.4%-77913F-HRTimeline
Summit Asset Management, LLC38,475$1.93M0.34%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…37,623$1.89M0.11%-1,99713F-HRTimelineGroup
Arista Wealth Management, LLC36,839$1.85M0.44%013F-HRTimeline
Portfolio Design Labs, LLC36,744$1.85M0.38%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…36,567$1.84M0.1%-6,62613F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…36,217$1.82M<0.01%013F-HRTimelineGroup
K2 Financial Inc.36,420$1.81M1.8%13F-HRTimeline
FWG Investments, LLC.35,410$1.78M1.38%+20513F-HRTimeline
10Elms LLP35,035$1.76M1.82%13F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…34,045$1.71M0.01%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…33,371$1.68M0.04%+4,45513F-HRTimelineGroup
LifeWealth Investments, LLC32,656$1.64M1.09%13F-HRTimeline
Csenge Advisory Group32,222$1.62M0.09%+56813F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC31,657$1.59M0.6%+3713F-HR/ATimeline
NewEdge Advisors, LLC31,584$1.59M0.01%-160,34913F-HRTimeline
Valeo Financial Advisors, LLC31,416$1.58M0.04%+62713F-HRTimeline
Bellwether Advisors, LLC31,037$1.56M0.28%-39613F-HRTimeline
Creative Planningin group Creative Planning30,700$1.54M<0.01%+14,44213F-HRTimelineGroup
Fisher Asset Management, LLC28,954$1.46M<0.01%+8,06513F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…27,898$1.4M0.29%+1,00213F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.27,795$1.4M0.15%013F-HRTimeline
Financial Synergies Wealth Advisors, In…26,829$1.35M0.17%+8,40913F-HRTimeline
CROBAN26,722$1.34M1.32%13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC25,959$1.31M0.36%+21,56713F-HRTimeline
&PARTNERS25,960$1.3M0.02%+3,61713F-HRTimeline
Sowell Financial Services LLC25,862$1.3M0.07%+7,65713F-HRTimeline
WBH ADVISORY INC25,644$1.29M0.12%+1,63313F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC25,399$1.28M0.68%-23,24013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…24,998$1.26M0.09%013F-HRTimeline
Pines Wealth Management, LLC25,085$1.25M0.54%13F-HRTimeline
GLOBALT Investments LLC / GA24,653$1.24M0.05%-71013F-HRTimeline
Anchor Pointe Wealth Management, LLC24,079$1.21M1.58%13F-HRTimeline
Venture Visionary Partners LLC23,516$1.18M0.05%-81713F-HR/ATimeline
Diligent Investors, LLC22,614$1.14M0.26%-1,59913F-HRTimeline
Sovran Advisors, LLC22,828$1.13M0.16%13F-HRTimeline
TFB Advisors LLC22,104$1.11M0.32%+4,98413F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…22,094$1.11M0.21%+9513F-HRTimelineGroup
Advyzon Investment Management, LLC21,868$1.1M0.42%13F-HRTimeline
Lion Street Advisors, LLC21,103$1.06M0.34%-63313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.21,017$1.06M0.05%-5,93813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,030$1.01M0.02%+2,20113F-HRTimelineGroup
Penobscot Investment Management Company…19,961$1M0.09%-39113F-HRTimeline
Integrated Wealth Concepts LLC19,650$988K0.01%-70713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC19,658$988K0.01%-5,05813F-HRTimelineGroup
Foundations Investment Advisors, LLC18,865$949K0.02%-3,60313F-HRTimeline
Summit Financial, LLC18,717$941K0.03%-9,33913F-HRTimeline
Capital Square, LLC18,555$935K0.53%013F-HRTimeline
Arete Wealth Advisors, LLC17,360$873K0.06%-5,77313F-HRTimeline
Breakwater Capital Group17,343$872K0.17%+1,27913F-HRTimeline
Van Hulzen Asset Management, LLC17,200$865K0.06%+3,48913F-HRTimeline
New Century Financial Group, LLC16,304$818K0.35%-3,77513F-HRTimeline
Signal Advisors Wealth, LLC16,190$814K0.09%+55513F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/15,989$804K0.04%-16,43413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,932$801K0.01%-2,19213F-HRTimelineGroup
Wealthstar Advisors, LLC15,730$791K0.34%13F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC15,580$787K0.2%-73,80113F-HR/ATimeline
CAP Partners, LLC15,323$770K0.54%+4,88713F-HRTimeline
Arkadios Wealth Advisors15,280$768K0.04%+3,94913F-HRTimeline
CRA Financial Services, LLC15,113$760K0.13%new13F-HRTimeline
Montecito Bank & Trust14,881$748K0.13%-18613F-HRTimeline
MML INVESTORS SERVICES, LLC14,340$721K<0.01%+1,58113F-HRTimeline
DAVIDSON TRUST CO14,174$713K0.37%+2,36513F-HRTimeline
Beacon Pointe Advisors, LLC14,153$712K0.01%-13013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,031$705K0.02%+1,07513F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,982$703K0.02%+64713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP13,976$703K<0.01%+2,03513F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…13,854$697K0.12%013F-HRTimeline
Triumph Capital Management13,726$690K0.24%+5,87413F-HRTimeline
Seascape Capital Management13,525$680K0.24%013F-HRTimeline
ACUTE INVESTMENT ADVISORY, LLC13,407$674K0.74%-9,79613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers13,399$674K<0.01%+2,37413F-HRTimelineGroup
Composition Wealth, LLC13,350$671K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.13,328$670K0.67%13F-HRTimeline
Edgemoor Investment Advisors, Inc.13,305$669K0.06%013F-HRTimeline
Smartleaf Asset Management LLC12,623$636K0.06%+1,72613F-HRTimeline