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Disclosery

USIG ISHARES TR

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SHS (fund)

399 managers (406 13F filers) reported a position in USIG shares at 2025-06-30, 193,826,861 shares in all. 45 filers opened a position and 67 filers sold out during the quarter.

Managers
399
13F filers
406
New
45
Added
178
Reduced
105
Sold out
67
Shares held by filers
193,826,861

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/43,524,258$2.24B0.18%+962,12413F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA23,177,950$1.19B3.1%+17,621,42413F-HRTimelineGroup
Empower Advisory Group, LLC16,517,713$850M2.54%+821,66913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC9,978,176$510M0.13%+1,735,04313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,078,875$467M0.69%+1,405,51613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC7,219,117$371M0.88%+64,60613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.7,045,604$362M0.01%+1,346,12713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,020,793$361M+1,421,407Timeline
Allworth Financial LP5,458,619$281M1.35%+93,89113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,985,750$256M0.07%+415,42513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,467,924$230M0.22%+45,45813F-HRTimelineGroup
Japan Science & Technology Agency3,800,000$195M3.1%-778,00013F-HRTimeline
UBS Group AGin group UBS Group AG3,740,904$192M0.04%-2,665,97413F-HRTimelineGroup
1832 Asset Management L.P.3,580,324$184M0.32%+131,44413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO3,012,343$155M0.18%+818,86413F-HRTimelineGroup
Valmark Advisers, Inc.2,779,455$143M1.99%+89,02613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,519,436$130M0.01%-341,56513F-HRTimelineGroup
Asset Management One Co., Ltd.2,214,030$114M0.36%-59,44613F-HRTimeline
LPL Financial LLC1,557,653$80.1M0.03%+227,93913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,478,790$76.1M0.01%+2,68613F-HRTimelineGroup
Sensible Financial Planning & Managemen…1,392,426$71.6M13.6%-28,30813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,376,544$70.8M<0.01%+34,08513F-HRTimelineGroup
Avidian Wealth Enterprises, LLC1,360,396$70M2.85%+86,74613F-HRTimeline
Merit Financial Group, LLC1,202,637$61.9M0.69%+50,74913F-HRTimeline
Trilogy Capital Inc.1,150,208$59.2M2.88%+51,07313F-HRTimeline
Long Run Wealth Advisors, LLC1,068,899$55M11.53%+36,44513F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding933,076$48M+36,433Timeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC853,581$43.7M4.41%-81,95613F-HRTimelineGroup
Cetera Investment Advisers824,852$42.4M0.07%+25,69913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…762,635$39.2M0.14%-104,10613F-HRTimelineGroup
Americana Partners, LLC755,652$38.9M1.34%+17,33113F-HRTimeline
New Jersey Better Educational Savings T…698,945$36M92.32%013F-HRTimeline
MCF Advisors LLC676,819$34.8M2.3%-43,12313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN671,205$34.5M0.01%+243,19913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC626,845$32.2M0.01%-81,23713F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC624,813$32.1M2.17%-7,43313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS539,087$27.7M0.06%+13,48113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.531,091$27.2M0.05%+358,85513F-HR/ATimelineGroup
Crestwood Advisors Group, LLC455,275$23.4M0.42%+18,59913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding441,958$22.8M+189,135Timeline
Santa Clara Valley Transportation Autho…441,930$22.7M21.56%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MANNING & NAPIER ADVISORS LLC428,414$22M0.26%-70913F-HRTimeline
OneDigital Investment Advisors LLC410,982$21.1M0.23%+60,93613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC385,500$19.8M0.86%+46,19113F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC360,017$18.5M0.53%013F-HRTimeline
Blue Edge Capital, LLC354,006$18.2M2.71%-8,63013F-HRTimeline
McKinley Carter Wealth Services, Inc.317,283$16.3M0.91%+8,16613F-HRTimeline
Cosner Financial Group, LLC313,541$16.1M8.98%+19,42413F-HRTimeline
Pallas Capital Advisors LLC310,087$16M0.61%+40,29013F-HRTimeline
Advisors Capital Management, LLC300,511$15.5M0.21%+44,42713F-HRTimeline
Modern Wealth Management, LLC295,893$15.2M0.38%+149,44213F-HR/ATimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co287,810$14.8M3.43%+3,00013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC276,349$14.2M0.2%+28,38913F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…266,028$13.7M0.13%+25,49113F-HRTimelineGroup
Steward Partners Investment Advisory, L…252,553$13M0.1%+10,46913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC249,127$12.8M0.01%+6,25413F-HRTimelineGroup
Destination Wealth Management247,122$12.7M0.37%+5,03113F-HRTimeline
Robertson Stephens Wealth Management, L…240,233$12.4M0.43%-26,06613F-HRTimeline
Premier Path Wealth Partners, LLC221,033$11.4M1.58%+8,46313F-HRTimeline
Westover Capital Advisors, LLC209,536$10.8M2.15%-4,92513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC202,614$10.4M<0.01%-179,40813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA197,958$10.2M<0.01%-6,81413F-HR/ATimelineGroup
Glassy Mountain Advisors, Inc.192,807$9.92M3.19%+2,05213F-HRTimeline
Simplicity Wealth,LLC179,816$9.25M0.39%+73,65913F-HRTimeline
Trivant Custom Portfolio Group, LLC173,697$8.93M4.91%-1,50613F-HRTimeline
SIMA Wealth Partners, LLC172,860$8.89M7.18%+18,46513F-HRTimeline
Sigma Planning Corp158,999$8.18M0.25%-8,22413F-HRTimeline
COMERICA BANK158,659$8.16M0.03%+10,94313F-HRTimeline
Strategic Investment Advisors / MI156,959$8.07M0.78%+16,88213F-HRTimeline
CNO Financial Group, Inc.in group CNO Financial Group, Inc.150,000$7.72M4.77%013F-HRTimelineGroup
IVC Wealth Advisors LLC136,590$7.03M3.43%+29,55813F-HRTimeline
Columbus Macro, LLC127,929$6.58M0.81%+27,79013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…126,468$6.47M0.01%+12,28713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.125,000$6.43M0.02%013F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC120,566$6.2M0.1%-19,34013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.111,805$5.75M0.01%+4,59813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…109,000$5.61M0.01%+43,03313F-HR/ATimelineGroup
Center For Asset Management LLC106,605$5.37M3.31%+26,78613F-HRTimeline
Wealthspire Retirement, LLC102,823$5.29M0.35%-7,07013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp100,349$5.16M0.02%-7,29013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\90,647$4.66M0.01%-47,04013F-HRTimelineGroup
AIRE ADVISORS, LLC89,811$4.62M0.89%+26113F-HRTimeline
Erickson Financial Group, LLC89,766$4.62M3.12%+2,30913F-HRTimeline
TD Waterhouse Canada Inc.89,480$4.59M0.03%-62013F-HRTimeline
Motiv8 Investments LLC89,094$4.58M2.8%-5,73913F-HRTimeline
Kraft, Davis & Associates, LLC89,230$4.57M1.25%-50,36313F-HRTimeline
Sanctuary Advisors, LLC88,544$4.55M0.03%+10,27313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.87,669$4.51M0.02%+7,95813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC87,617$4.51M0.01%+30,93313F-HRTimeline
CWM, LLCin group CWM, LLC85,896$4.42M0.02%+1,87313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/82,318$4.23M<0.01%+10,34213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS80,100$4.12M<0.01%+14,80013F-HRTimelineGroup
Fjell Capital, LLC78,721$4.05M3.75%+1,82513F-HRTimeline
Checchi Capital Advisers, LLC76,968$3.96M0.28%-5,44713F-HRTimeline
MML INVESTORS SERVICES, LLC76,132$3.92M0.01%+59,12513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…75,801$3.9M0.01%-1,90313F-HRTimelineGroup
Landing Point Financial Group, LLC74,291$3.82M2.41%+4,66813F-HRTimeline
Financial Avengers, Inc.64,262$3.31M1.53%+9,64213F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …60,879$3.13M<0.01%+47,35313F-HRTimelineGroup
Janney Montgomery Scott LLC60,295$3.1M0.01%+39613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding56,020$2.88M+13,538Timeline
RENAISSANCE TECHNOLOGIES LLC55,400$2.85M<0.01%+48,90013F-HRTimeline
Compagnie Lombard Odier SCmA55,027$2.83M0.04%-30013F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC54,000$2.78M0.02%+29,00013F-HRTimelineGroup
GLOBALT Investments LLC / GA53,959$2.78M0.11%-6,15813F-HRTimeline
NewEdge Advisors, LLC52,428$2.7M0.01%+12,83113F-HRTimeline
MATHER GROUP, LLC.52,112$2.68M0.03%-1,355,87513F-HRTimeline
Cambridge Investment Research Advisors,…47,941$2.47M0.01%+5,92913F-HRTimeline
Financial Synergies Wealth Advisors, In…47,741$2.46M0.27%+9,03613F-HRTimeline
K2 Financial Inc.47,855$2.43M2.14%+9,78713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding44,999$2.31M-4,093Timeline
Compass Financial Group, Inc.43,421$2.23M1.12%-82413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…42,805$2.2M<0.01%-62713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…41,167$2.12M0.1%+4,09113F-HRTimelineGroup
Atria Wealth Solutions, Inc.39,093$2.01M0.05%-10,65513F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…38,774$1.99M<0.01%-9,08213F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…38,584$1.98M0.01%+4,53913F-HRTimeline
10Elms LLP38,113$1.96M1.87%+1,26013F-HRTimeline
Summit Asset Management, LLC37,919$1.95M0.32%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.37,440$1.93M0.02%-256,16113F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC37,139$1.91M0.02%new13F-HRTimelineGroup
Arista Wealth Management, LLC36,839$1.89M0.26%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…36,298$1.87M0.04%-1,86913F-HRTimelineGroup
TRANSATLANTIQUE PRIVATE WEALTH LLC35,672$1.83M0.67%+1,02313F-HRTimeline
Fisher Asset Management, LLC34,845$1.79M<0.01%+12,78313F-HRTimeline
Valeo Financial Advisors, LLC34,686$1.78M0.04%+3,11913F-HR/ATimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…33,073$1.7M0.29%+5,17513F-HR/ATimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC32,765$1.69M0.21%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC32,150$1.65M<0.01%-12,87613F-HRTimelineGroup
Creative Planningin group Creative Planning32,140$1.65M<0.01%-6613F-HRTimelineGroup
Bellwether Advisors, LLC29,958$1.54M0.26%-22413F-HRTimeline
WBH ADVISORY INC27,869$1.43M0.12%+2,17513F-HRTimeline
MMBG INVESTMENT ADVISORS CO.27,795$1.43M0.14%013F-HRTimeline
Geneos Wealth Management Inc.26,877$1.38M0.03%-14,68613F-HRTimeline
Sequoia Financial Advisors, LLC26,837$1.38M0.01%+94713F-HRTimeline
Sowell Financial Services LLC25,140$1.29M0.05%-1,66913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…24,642$1.27M0.09%-50013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…23,506$1.21M0.01%new13F-HRTimelineGroup
J.W. COLE ADVISORS, INC.23,093$1.19M0.03%+7,52713F-HRTimeline
Integrated Wealth Concepts LLC22,990$1.18M0.01%+3,41513F-HRTimeline
Saiph Capital, LLC22,482$1.16M0.45%-241,29713F-HRTimeline
Capital Square, LLC22,466$1.14M0.61%+1,60613F-HRTimeline
Venture Visionary Partners LLC22,072$1.14M0.04%+11413F-HRTimeline
Waverly Advisors, LLC22,045$1.13M0.01%new13F-HRTimeline
Global Retirement Partners, LLC21,970$1.13M0.03%13F-HRTimeline
TFB Advisors LLC21,302$1.1M0.29%+36813F-HRTimeline
Lion Street Advisors, LLC20,601$1.06M0.32%-48713F-HRTimeline
Diligent Investors, LLC20,178$1.04M0.25%-99313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.20,067$1.03M0.05%-65013F-HRTimeline
Smartleaf Asset Management LLC20,075$1.03M0.09%+2,35813F-HRTimeline
Advyzon Investment Management, LLC19,949$1.03M0.23%+76813F-HRTimeline
Compound Planning, Inc.19,887$1.02M0.04%+15,13713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV19,815$1.02M<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC19,600$1.01M0.02%-43013F-HRTimelineGroup
Pines Wealth Management, LLC19,256$986K0.35%-6,31813F-HRTimeline
Van Hulzen Asset Management, LLC18,489$951K0.08%+47113F-HRTimeline
Triumph Capital Management18,390$946K0.28%+46413F-HR/ATimeline
CROBAN18,218$937K0.8%-88813F-HRTimeline
Penobscot Investment Management Company…17,561$903K0.08%+90013F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd16,710$860K0.06%+4,13513F-HRTimelineGroup
FMR LLCin group FMR LLC16,515$850K<0.01%+7,09913F-HRTimelineGroup
Arkadios Wealth Advisors16,161$831K0.02%+39013F-HRTimeline
Csenge Advisory Group15,823$803K0.04%+2,87613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,572$801K<0.01%-119,13413F-HRTimelineGroup
FLOW TRADERS U.S. LLC15,458$795K0.03%-67,08113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,180$781K0.02%+35513F-HRTimelineGroup
Wealthstar Advisors, LLC15,084$776K0.29%-16913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,769$760K<0.01%+75613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management14,726$758K0.01%-16113F-HRTimelineGroup
DAVIDSON TRUST CO14,407$741K0.34%+14013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP14,292$735K<0.01%+1,82913F-HRTimelineGroup
Beacon Pointe Advisors, LLC13,971$719K0.01%-23213F-HRTimeline
GC Wealth Management RIA, LLC13,966$718K0.06%+96513F-HRTimeline
Seascape Capital Management13,875$714K0.23%+1,20013F-HRTimeline
CAP Partners, LLC13,563$698K0.44%-97513F-HRTimeline
Edgemoor Investment Advisors, Inc.13,555$697K0.06%+25013F-HRTimeline
CRA Financial Services, LLC13,543$697K0.11%-1,67213F-HRTimeline
Breakwater Capital Group13,369$688K0.11%-2,02113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…13,258$682K0.11%013F-HRTimeline
Foundations Investment Advisors, LLC13,175$678K0.01%+1,50813F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/13,128$675K0.03%-23613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC13,114$675K0.23%new13F-HRTimeline
Private Advisor Group, LLC12,899$664K<0.01%+4,21713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…12,795$658K0.12%+1713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,737$653K<0.01%+2,14213F-HRTimelineGroup
NTV Asset Management LLC12,287$632K0.08%+1,21813F-HRTimeline
Atria Investments, Inc12,267$631K0.01%+2,10713F-HRTimeline
Summit Financial, LLC12,040$619K0.01%-70413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,653$599K0.01%-1,35313F-HRTimelineGroup
Orion Porfolio Solutions, LLC11,592$596K0.01%new13F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,438$588K0.01%new13F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC11,413$587K0.47%013F-HRTimeline
Yukon Wealth Management, Inc.11,339$583K0.21%-12,57313F-HRTimeline
B. Riley Wealth Advisors, Inc.11,091$571K0.03%+2,41113F-HRTimeline
AE Wealth Management LLC10,950$563K<0.01%-733,17813F-HRTimeline
SBI Securities Co., Ltd.10,862$559K0.02%+5,05113F-HRTimeline
HighTower Advisors, LLC10,809$556K<0.01%+3,83713F-HRTimeline
DHK Financial Advisors, Inc.10,800$556K0.32%-10,80013F-HRTimeline
1900 WEALTH MANAGEMENT LLC10,737$552K0.04%-513F-HRTimeline
Pictet North America Advisors SA10,640$547K0.05%new13F-HRTimeline