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Disclosery

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/42,562,134$2.17B0.19%+9,259,85913F-HRTimelineGroup
Empower Advisory Group, LLC15,696,044$802M2.62%+1,099,50713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,243,133$410M0.11%-2,081,11213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,673,359$392M0.63%+301,57113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC7,154,511$365M1%-635,95213F-HRTimelineGroup
UBS Group AGin group UBS Group AG6,406,878$327M0.07%-221,01813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,699,477$291M0.01%-138,17113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,599,386$286M+434,058Timeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA5,556,526$284M0.89%-46,55613F-HRTimelineGroup
Allworth Financial LP5,364,728$271M1.53%+85,71513F-HRTimeline
Japan Science & Technology Agency4,578,000$234M3.6%-2,656,31113F-HRTimeline
Franklin Resourcesgroup of 2 filers holding4,570,325$233M+65,447Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,422,466$226M0.24%+171,56113F-HRTimelineGroup
1832 Asset Management L.P.3,448,880$176M0.34%+9,03513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,861,001$146M0.01%+303,57513F-HRTimelineGroup
Valmark Advisers, Inc.2,690,429$137M2.07%+134,25513F-HRTimeline
Asset Management One Co., Ltd.2,273,476$116M0.4%+90,05013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO2,193,479$112M0.14%-5,02813F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,476,104$75.4M0.01%-59,34613F-HRTimelineGroup
Sensible Financial Planning & Managemen…1,420,734$72.6M14.48%+14,26013F-HRTimeline
MATHER GROUP, LLC.1,407,987$71.9M0.83%+79,90713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,342,459$68.6M0.01%+81,04913F-HRTimelineGroup
LPL Financial LLC1,329,714$67.9M0.03%+169,31613F-HRTimeline
Avidian Wealth Enterprises, LLC1,273,650$65.1M2.9%+235,05213F-HRTimeline
Merit Financial Group, LLC1,151,888$58.8M0.88%-160,65513F-HRTimeline
Trilogy Capital Inc.1,099,135$56.1M2.94%+874,57513F-HRTimeline
Long Run Wealth Advisors, LLC1,032,454$52.7M11.96%+40,73313F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC935,537$47.7M5.26%-38,73813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding896,643$45.8M+250,643Timeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…866,741$44.2M0.18%+46,14913F-HRTimelineGroup
Cetera Investment Advisers799,153$40.8M0.08%+52,05813F-HRTimeline
AE Wealth Management LLC744,128$38M0.32%-44,95713F-HRTimeline
Americana Partners, LLC738,321$37.7M1.47%+87,16113F-HRTimeline
MCF Advisors LLC719,942$36.8M2.65%-20,86813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC708,082$36.2M0.01%+111,03513F-HRTimelineGroup
New Jersey Better Educational Savings T…698,945$35.7M68.92%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC632,246$32.3M2.33%+351,59013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS525,606$26.8M0.07%+519,05813F-HRTimeline
Santa Clara Valley Transportation Autho…441,930$22.6M22.33%013F-HRTimeline
Crestwood Advisors Group, LLC436,676$22.3M0.42%+29,19713F-HRTimeline
MANNING & NAPIER ADVISORS LLC429,123$21.9M0.27%+3,71113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN428,006$21.9M0.01%+128,05613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC382,022$19.5M<0.01%-191,96713F-HR/ATimelineGroup
Blue Edge Capital, LLC362,636$18.5M2.97%-17213F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC360,017$18.4M0.56%+33,80013F-HRTimeline
OneDigital Investment Advisors LLC350,046$17.9M0.21%-1,85813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC339,309$17.3M0.81%+62,90613F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.309,117$15.8M0.97%+111,69113F-HRTimeline
Cosner Financial Group, LLC294,117$15M9.19%+61,07913F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.293,601$15M0.17%+188,12013F-HRTimelineGroup
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co284,810$14.5M3.51%013F-HRTimelineGroup
Pallas Capital Advisors LLC269,797$13.8M0.57%+63,26613F-HRTimeline
Robertson Stephens Wealth Management, L…266,299$13.6M0.51%+3,34013F-HRTimeline
Saiph Capital, LLC263,779$13.5M6.43%+64713F-HRTimeline
Advisors Capital Management, LLC256,084$13.1M0.2%-48,49913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding252,823$12.9M+56,379Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC247,960$12.7M0.19%+26,73013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC242,873$12.4M0.01%+71,12013F-HRTimelineGroup
Destination Wealth Management242,091$12.4M0.39%+6,13813F-HRTimeline
Steward Partners Investment Advisory, L…242,084$12.4M0.11%+8,58713F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…240,537$12.3M0.13%+93513F-HRTimelineGroup
Westover Capital Advisors, LLC214,461$11M2.43%-5,86913F-HRTimeline
One Capital Management, LLC213,632$10.9M0.37%-44,01013F-HRTimeline
Premier Path Wealth Partners, LLC212,570$10.9M1.69%-3,05013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA204,772$10.5M<0.01%+11,26713F-HR/ATimelineGroup
Kingdom Financial Group LLC.193,777$9.9M7.26%-8,20013F-HRTimeline
Glassy Mountain Advisors, Inc.190,755$9.74M3.45%+1,01313F-HRTimeline
Trivant Custom Portfolio Group, LLC175,203$8.95M5.15%+12,48013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.172,236$8.8M0.02%-94,25813F-HRTimelineGroup
Sigma Planning Corp167,223$8.54M0.27%+47,58813F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…160,000$8.17M0.07%new13F-HRTimelineGroup
SIMA Wealth Partners, LLC154,395$7.89M6.55%+17,66013F-HRTimeline
CNO Financial Group, Inc.in group CNO Financial Group, Inc.150,000$7.66M6.41%13F-HRTimelineGroup
COMERICA BANK147,716$7.55M0.03%+9,93913F-HRTimeline
Strategic Investment Advisors / MI140,077$7.16M0.76%+14,31013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC139,906$7.15M0.13%-245,41213F-HRTimeline
HOWARD BAILEY SECURITIES, LLC139,888$7.15M2.38%+8,25513F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\137,687$7.03M0.01%-4,79213F-HRTimelineGroup
Kraft, Davis & Associates, LLC139,593$6.98M2.25%-21,41213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC134,706$6.88M0.01%-115,09813F-HRTimelineGroup
Modern Wealth Management, LLC146,451$6.77M0.22%+42,87413F-HR/ATimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.125,000$6.38M0.02%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/121,833$6.22M0.01%+120,24213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…114,181$5.83M0.01%+6,78413F-HRTimeline
US FINANCIAL ADVISORS, LLC110,057$5.62M1.66%+4,06313F-HRTimeline
Wealthspire Retirement, LLC109,893$5.61M0.44%+2,84513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp107,639$5.5M0.02%-16,05313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.107,207$5.48M0.01%+1,47813F-HRTimelineGroup
IVC Wealth Advisors LLC107,032$5.47M2.94%+19,61713F-HRTimeline
Simplicity Wealth,LLC106,157$5.42M0.42%+100,28013F-HRTimeline
Columbus Macro, LLC100,139$5.12M0.67%+54813F-HRTimeline
Motiv8 Investments LLC94,833$4.84M3.21%-15,59413F-HRTimeline
TD Waterhouse Canada Inc.90,100$4.6M0.04%+6,90513F-HRTimeline
AIRE ADVISORS, LLC89,550$4.57M0.96%+4,91313F-HRTimeline
Erickson Financial Group, LLC87,457$4.47M3.33%+1,75913F-HRTimeline
CWM, LLCin group CWM, LLC84,023$4.29M0.02%-3,79213F-HRTimelineGroup
FLOW TRADERS U.S. LLC82,539$4.22M0.18%new13F-HRTimeline
Checchi Capital Advisers, LLC82,415$4.21M0.3%-1,21113F-HRTimeline
Center For Asset Management LLC79,819$4.08M2.49%-28,87713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.79,711$4.07M0.02%+3,35413F-HRTimeline
Sanctuary Advisors, LLC78,271$4M0.03%+1,41213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…77,704$3.97M0.02%-54913F-HRTimelineGroup
Fjell Capital, LLC76,896$3.93M3.98%+3,11813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/71,976$3.68M<0.01%+6,65713F-HRTimelineGroup
Kelly Financial Services LLC71,673$3.66M1.27%+10,35813F-HRTimeline
Landing Point Financial Group, LLC69,623$3.56M2.7%+11,94113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…65,967$3.37M0.01%-8,35813F-HRTimelineGroup
Waterloo Capital, L.P.65,829$3.36M0.31%-84,15113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS65,300$3.34M<0.01%-44,10913F-HRTimelineGroup
GLOBALT Investments LLC / GA60,117$3.07M0.13%+35,46413F-HRTimeline
Janney Montgomery Scott LLC59,899$3.06M0.01%+12,79213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC56,684$2.9M<0.01%-2,08713F-HRTimeline
Compagnie Lombard Odier SCmA55,327$2.83M0.03%+10013F-HRTimeline
Financial Avengers, Inc.54,620$2.79M1.41%+15,19613F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…52,500$2.68M<0.01%new13F-HRTimelineGroup
LifeWealth Investments, LLC51,754$2.64M1.27%+19,09813F-HR/ATimeline
Atria Wealth Solutions, Inc.49,748$2.54M0.03%-23,30013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding49,092$2.51M-11,372Timeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…47,856$2.44M<0.01%+11,63913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC45,026$2.3M<0.01%+1,36313F-HRTimelineGroup
Compass Financial Group, Inc.44,245$2.26M1.16%+3813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…43,432$2.22M<0.01%-5,31813F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding42,482$2.17M+812Timeline
Cambridge Investment Research Advisors,…42,012$2.15M0.01%-32,27613F-HRTimeline
Geneos Wealth Management Inc.41,563$2.12M0.03%+37,32713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC39,723$2.03M0.09%+34,25113F-HRTimelineGroup
NewEdge Advisors, LLC39,597$2.02M0.01%+8,01313F-HRTimeline
Financial Synergies Wealth Advisors, In…38,705$1.98M0.24%+11,87613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…38,167$1.95M0.05%+4,79613F-HRTimelineGroup
Global Wealth Management Investment Adv…37,987$1.94M0.39%-75913F-HRTimeline
Summit Asset Management, LLC37,919$1.94M0.34%-55613F-HRTimeline
K2 Financial Inc.38,068$1.9M1.87%+1,64813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…37,076$1.89M0.1%-54713F-HRTimelineGroup
Portfolio Design Labs, LLC37,036$1.89M0.39%+29213F-HRTimeline
10Elms LLP36,853$1.88M1.89%+1,81813F-HRTimeline
Arista Wealth Management, LLC36,839$1.88M0.46%013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC34,649$1.77M0.71%+2,99213F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…34,045$1.74M0.01%013F-HRTimeline
FWG Investments, LLC.33,199$1.7M1.99%-2,21113F-HRTimeline
Creative Planningin group Creative Planning32,206$1.65M<0.01%+1,50613F-HRTimelineGroup
Valeo Financial Advisors, LLC31,567$1.61M0.04%+15113F-HRTimeline
Bellwether Advisors, LLC30,182$1.54M0.32%-85513F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…27,898$1.43M0.27%013F-HR/ATimelineGroup
MMBG INVESTMENT ADVISORS CO.27,795$1.42M0.16%013F-HRTimeline
Sowell Financial Services LLC26,809$1.37M0.06%+94713F-HRTimeline
Synergy Investment Management, LLC26,409$1.35M0.56%-27,42913F-HRTimeline
Sequoia Financial Advisors, LLC25,890$1.32M0.01%+21,60413F-HRTimeline
WBH ADVISORY INC25,694$1.31M0.12%+5013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…25,142$1.28M0.1%+14413F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC25,000$1.28M0.01%new13F-HRTimelineGroup
Pines Wealth Management, LLC25,574$1.27M0.59%+48913F-HRTimeline
Yukon Wealth Management, Inc.23,912$1.22M0.51%13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC23,199$1.19M0.34%-2,76013F-HRTimeline
Arete Wealth Advisors, LLC23,132$1.18M0.09%+5,77213F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC23,124$1.18M0.67%-2,27513F-HRTimeline
Fisher Asset Management, LLC22,062$1.13M<0.01%-6,89213F-HRTimeline
Venture Visionary Partners LLC21,958$1.12M0.05%-1,55813F-HRTimeline
DHK Financial Advisors, Inc.21,600$1.1M0.61%+10,80013F-HRTimeline
Diligent Investors, LLC21,171$1.08M0.26%-1,44313F-HRTimeline
Lion Street Advisors, LLC21,088$1.08M0.34%-1513F-HRTimeline
TFB Advisors LLC20,934$1.07M0.31%-1,17013F-HRTimeline
Capital Square, LLC20,860$1.07M0.63%+2,30513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.20,717$1.06M0.05%-30013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,030$1.01M0.02%013F-HRTimelineGroup
Sovran Advisors, LLC19,926$1M0.13%-2,90213F-HRTimeline
Integrated Wealth Concepts LLC19,575$1000K0.01%-7513F-HRTimeline
Advyzon Investment Management, LLC19,181$980K0.35%-2,68713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…19,120$977K<0.01%new13F-HR/ATimelineGroup
CROBAN19,106$976K0.9%-7,61613F-HRTimeline
Van Hulzen Asset Management, LLC18,018$920K0.08%+81813F-HRTimeline
Triumph Capital Management17,926$916K0.3%+4,20013F-HRTimeline
Smartleaf Asset Management LLC17,717$903K0.09%+5,09413F-HRTimeline
MML INVESTORS SERVICES, LLC17,007$869K<0.01%+2,66713F-HRTimeline
Penobscot Investment Management Company…16,661$851K0.08%-3,30013F-HRTimeline
Signal Advisors Wealth, LLC16,549$845K0.08%+35913F-HRTimeline
Arkadios Wealth Advisors15,771$806K0.03%+49113F-HRTimeline
J.W. COLE ADVISORS, INC.15,566$795K0.02%+8,22913F-HRTimeline
Breakwater Capital Group15,390$786K0.14%-1,95313F-HRTimeline
Wealthstar Advisors, LLC15,253$779K0.36%-47713F-HRTimeline
CRA Financial Services, LLC15,215$777K0.13%+10213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,887$760K0.01%-1,04513F-HRTimelineGroup
Montecito Bank & Trust14,881$760K0.13%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,825$757K0.02%+79413F-HRTimelineGroup
CAP Partners, LLC14,538$743K0.54%-78513F-HRTimeline
DAVIDSON TRUST CO14,267$729K0.35%+9313F-HRTimeline
Beacon Pointe Advisors, LLC14,203$725K0.01%+5013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,013$716K<0.01%+61413F-HRTimelineGroup
Composition Wealth, LLC13,991$715K0.01%+64113F-HRTimeline
Independent Advisor Alliance13,966$713K0.02%+9,91813F-HRTimeline
Quest 10 Wealth Builders, Inc.13,572$693K0.74%+24413F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …13,526$691K<0.01%+11,94813F-HRTimelineGroup
OLD MISSION CAPITAL LLC13,430$686K0.01%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/13,364$683K0.04%-2,62513F-HRTimeline
Edgemoor Investment Advisors, Inc.13,305$680K0.06%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…13,258$677K0.12%-59613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC13,006$664K0.01%-97613F-HRTimelineGroup
GC Wealth Management RIA, LLC13,001$664K0.12%+6,03413F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…12,778$653K0.13%-9,31613F-HRTimelineGroup
Csenge Advisory Group12,947$651K0.04%-19,27513F-HRTimeline
Summit Financial, LLC12,744$651K0.02%-5,97313F-HRTimeline