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Disclosery

USIG ISHARES TR

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SHS (fund)

413 managers (422 13F filers) reported a position in USIG shares at 2025-09-30, 208,457,729 shares in all. 62 filers opened a position and 39 filers sold out during the quarter.

Managers
413
13F filers
422
New
62
Added
165
Reduced
124
Sold out
39
Shares held by filers
208,457,729

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/48,457,545$2.53B0.19%+4,933,28713F-HR/ATimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA24,591,007$1.28B3.11%+1,413,05713F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …17,550,488$916M2.54%+1,032,77513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,508,464$580M0.13%+1,530,28813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC9,471,024$495M1.06%+2,251,90713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,399,697$491M0.67%+320,82213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.7,831,682$409M0.01%+786,07813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,224,212$377M+203,419Timeline
Allworth Financial LP5,610,266$293M1.3%+151,64713F-HRTimeline
Franklin Resourcesgroup of 2 filers holding4,810,141$251M-175,609Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,791,698$250M0.23%+323,77413F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,961,387$207M0.04%+220,48313F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO3,085,007$161M0.17%+72,66413F-HRTimelineGroup
Valmark Advisers, Inc.2,929,124$153M1.98%+149,66913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,866,492$150M0.01%+347,05613F-HR/ATimelineGroup
LPL Financial LLC2,557,666$134M0.04%+1,000,01313F-HRTimeline
Asset Management One Co., Ltd.2,430,935$127M0.37%+216,90513F-HRTimeline
1832 Asset Management L.P.2,342,010$122M0.21%-1,238,31413F-HRTimeline
Japan Science & Technology Agency2,150,000$112M2%-1,650,00013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,786,836$93.3M0.02%+1,115,63113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,453,634$75.9M0.01%-25,15613F-HRTimelineGroup
Avidian Wealth Enterprises, LLC1,432,442$74.8M2.82%+72,04613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,422,206$74.3M<0.01%+45,66213F-HR/ATimelineGroup
Sensible Financial Planning & Managemen…1,407,927$73.5M13.35%+15,50113F-HRTimeline
Merit Financial Group, LLC1,235,503$64.5M0.59%+32,86613F-HR/ATimeline
Trilogy Capital Inc.1,187,973$62M2.87%+37,76513F-HRTimeline
Long Run Wealth Advisors, LLC1,167,286$61M11.96%+98,38713F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,037,107$54.2M+104,031Timeline
Cetera Investment Advisers930,518$48.6M0.06%+105,66613F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC872,481$45.6M4.4%+18,90013F-HRTimelineGroup
Americana Partners, LLC838,614$43.8M1.32%+82,96213F-HRTimeline
MCF Advisors LLC769,737$40.2M2.46%+92,91813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC649,732$33.9M0.01%+22,88713F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC639,641$33.4M2.16%+14,82813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.625,587$32.6M0.05%+94,49613F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…576,140$30.1M0.09%-186,49513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS567,956$29.7M0.06%+28,86913F-HRTimeline
Crestwood Advisors Group, LLC537,199$28.1M0.48%+81,92413F-HRTimeline
New Jersey Better Educational Savings T…533,204$27.8M47.2%-165,74113F-HRTimeline
Santa Clara Valley Transportation Autho…481,977$25.2M21.1%+40,04713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding421,737$21.9M-20,221Timeline
OneDigital Investment Advisors LLC403,996$21.1M0.22%-6,98613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC398,582$20.8M0.83%+13,08213F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC396,799$20.7M0.26%-31,61513F-HRTimeline
Blue Edge Capital, LLC379,911$19.8M2.82%+25,90513F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC360,017$18.8M0.5%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC354,783$18.5M<0.01%+152,16913F-HRTimelineGroup
Cosner Financial Group, LLC347,514$18.1M9.76%+33,97313F-HRTimeline
McKinley Carter Wealth Services, Inc.335,876$17.5M0.92%+18,59313F-HRTimeline
Advisors Capital Management, LLC329,630$17.2M0.21%+29,11913F-HRTimeline
Pallas Capital Advisors LLC324,489$16.9M0.62%+14,40213F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…292,472$15.3M0.13%+26,44413F-HRTimelineGroup
Betterment LLC292,300$15.3M0.03%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC290,526$15.2M0.01%new13F-HRTimelineGroup
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co270,860$14.1M3.17%-16,95013F-HRTimelineGroup
Steward Partners Investment Advisory, L…256,818$13.4M0.08%+4,26513F-HRTimeline
Destination Wealth Management253,042$13.2M0.36%+5,92013F-HRTimeline
Modern Wealth Management, LLC247,772$12.9M0.26%-48,12113F-HRTimeline
Robertson Stephens Wealth Management, L…238,156$12.4M0.38%-2,07713F-HRTimeline
Premier Path Wealth Partners, LLC233,401$12.2M1.57%+12,36813F-HRTimeline
Westover Capital Advisors, LLC220,816$11.5M2.13%+11,28013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA200,000$10.4M0.02%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA193,254$10.1M<0.01%-4,70413F-HRTimelineGroup
Sigma Planning Corp183,326$9.57M0.27%+24,32713F-HRTimeline
Trivant Custom Portfolio Group, LLC177,307$9.26M4.76%+3,61013F-HRTimeline
Glassy Mountain Advisors, Inc.174,735$9.12M2.75%-18,07213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…174,129$9.09M0.02%+65,12913F-HRTimelineGroup
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …173,437$9.06M0.01%+112,55813F-HRTimelineGroup
SIMA Wealth Partners, LLC173,431$9.06M6.93%+57113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…167,550$8.73M0.01%+41,08213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC157,250$8.21M0.11%-119,09913F-HRTimeline
IVC Wealth Advisors LLC148,477$7.75M3.47%+11,88713F-HRTimeline
Columbus Macro, LLC126,404$6.6M0.75%-1,52513F-HRTimeline
Simplicity Wealth,LLC125,968$6.58M0.38%-53,84813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.125,000$6.53M0.02%013F-HRTimelineGroup
COMERICA BANK124,420$6.5M0.02%-34,23913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.122,806$6.41M0.01%+11,00113F-HRTimelineGroup
Motiv8 Investments LLC115,746$6.04M3.22%+26,65213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC110,795$5.79M0.01%+23,17813F-HRTimeline
Center For Asset Management LLC104,749$5.47M2.92%-1,85613F-HRTimeline
Wealthspire Retirement, LLC104,232$5.44M0.35%+1,40913F-HR/ATimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC103,211$5.39M0.09%-17,35513F-HRTimeline
CWM, LLCin group CWM, LLC102,236$5.34M0.02%+16,34013F-HRTimelineGroup
Sanctuary Advisors, LLC101,766$5.31M0.03%+13,22213F-HR/ATimeline
Kraft, Davis & Associates, LLC92,273$4.8M1.17%+3,04313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC91,615$4.78M<0.01%-157,51213F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.91,480$4.78M0.04%+54,04013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp91,100$4.76M0.02%-9,24913F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding90,909$4.75M+71,309Timeline
Archford Capital Strategies, LLC90,869$4.75M0.56%new13F-HRTimeline
AIRE ADVISORS, LLC90,738$4.74M0.86%+92713F-HRTimeline
Erickson Financial Group, LLC90,717$4.74M2.98%+95113F-HRTimeline
TD Waterhouse Canada Inc.89,913$4.69M0.03%+43313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\87,215$4.55M0.01%-3,43213F-HRTimelineGroup
Beacon Pointe Advisors, LLC83,376$4.35M0.04%+69,40513F-HRTimeline
Fjell Capital, LLC82,848$4.33M3.81%+4,12713F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…76,977$4.02M0.01%+1,17613F-HRTimelineGroup
Compound Planning, Inc.76,801$4.01M0.13%+56,91413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/76,091$3.97M<0.01%-6,22713F-HRTimelineGroup
Checchi Capital Advisers, LLC75,108$3.92M0.27%-1,86013F-HRTimeline
MML INVESTORS SERVICES, LLC74,327$3.88M0.01%-1,80513F-HRTimeline
Financial Avengers, Inc.72,825$3.8M1.64%+8,56313F-HRTimeline
Landing Point Financial Group, LLC67,381$3.52M1.83%-6,91013F-HRTimeline
Janney Montgomery Scott LLC61,470$3.21M0.01%+1,17513F-HRTimeline
Compagnie Lombard Odier SCmA60,792$3.17M0.04%+5,76513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…60,227$3.15M<0.01%+17,42213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS58,030$3.03M<0.01%-22,07013F-HRTimelineGroup
NewEdge Advisors, LLC53,777$2.81M0.01%+1,34913F-HRTimeline
K2 Financial Inc.52,985$2.77M2.23%+5,13013F-HRTimeline
Cambridge Investment Research Advisors,…52,894$2.76M0.01%+4,95313F-HRTimeline
GLOBALT Investments LLC / GA51,040$2.67M0.1%-2,91913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding48,860$2.55M+3,861Timeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding48,615$2.54M-7,405Timeline
Mariner, LLCin group Mariner, LLC47,856$2.5M<0.01%+15,70613F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…45,224$2.36M<0.01%+6,45013F-HRTimelineGroup
Compass Financial Group, Inc.44,514$2.32M1.04%+1,09313F-HRTimeline
MATHER GROUP, LLC.44,248$2.31M0.02%-7,86413F-HRTimeline
Smartleaf Asset Management LLC43,917$2.29M0.14%+23,84213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…43,773$2.29M0.09%+2,60613F-HRTimelineGroup
TRANSATLANTIQUE PRIVATE WEALTH LLC42,467$2.22M0.73%+6,79513F-HRTimeline
Financial Synergies Wealth Advisors, In…41,221$2.15M0.22%-6,52013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…38,584$2.01M0.01%013F-HRTimeline
Summit Asset Management, LLC37,919$1.98M0.3%013F-HRTimeline
10Elms LLP37,708$1.97M1.77%-40513F-HRTimeline
Arista Wealth Management, LLC36,839$1.92M0.24%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…36,545$1.91M0.04%+24713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC35,323$1.84M0.01%-1,81613F-HRTimelineGroup
Valeo Financial Advisors, LLC35,154$1.84M0.04%+46813F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC33,111$1.73M0.2%+34613F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…31,862$1.66M0.26%-1,21113F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC30,769$1.61M0.01%-23,23113F-HRTimelineGroup
Bellwether Advisors, LLC29,926$1.56M0.26%-3213F-HRTimeline
Sovran Advisors, LLC29,430$1.54M0.14%+24,34113F-HRTimeline
Advyzon Investment Management, LLC28,159$1.47M0.25%+8,21013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.27,795$1.45M0.13%013F-HRTimeline
WBH ADVISORY INC27,622$1.44M0.11%-24713F-HRTimeline
Creative Planningin group Creative Planning26,743$1.4M<0.01%-5,39713F-HRTimelineGroup
Sowell Financial Services LLC26,334$1.38M0.05%+1,19413F-HRTimeline
Sequoia Financial Advisors, LLC26,275$1.37M0.01%-56213F-HRTimeline
Global Retirement Partners, LLC25,870$1.35M0.03%+3,90013F-HRTimeline
TFB Advisors LLC25,238$1.32M0.38%+3,93613F-HRTimeline
Vestmark Advisory Solutions, Inc.25,197$1.32M0.03%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC25,197$1.32M0.09%new13F-HRTimeline
Heck Capital Advisors, LLC24,891$1.3M0.1%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…24,358$1.27M0.08%-28413F-HRTimeline
Venture Visionary Partners LLC22,918$1.2M0.04%+84613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…22,657$1.18M0.01%-84913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV22,559$1.18M<0.01%+2,74413F-HRTimeline
Saiph Capital, LLC22,466$1.17M0.42%-1613F-HRTimeline
B. Riley Wealth Advisors, Inc.22,236$1.16M0.06%+11,14513F-HRTimeline
Lion Street Advisors, LLC19,197$1.16M0.4%-1,40413F-HRTimeline
J.W. COLE ADVISORS, INC.21,970$1.15M0.02%-1,12313F-HRTimeline
Waverly Advisors, LLC21,528$1.12M0.01%-51713F-HRTimeline
Arkadios Wealth Advisors20,354$1.06M0.03%+4,19313F-HRTimeline
Van Hulzen Asset Management, LLC18,864$985K0.07%+37513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,904$985K<0.01%+6,16713F-HRTimelineGroup
Triumph Capital Management18,750$979K0.26%+36013F-HR/ATimeline
Diligent Investors, LLC18,700$976K0.25%-1,47813F-HRTimeline
Integrated Wealth Concepts LLC18,134$947K0.01%-4,85613F-HRTimeline
Pines Wealth Management, LLC18,119$946K0.32%-1,13713F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd18,107$946K0.06%+1,39713F-HRTimelineGroup
Breakwater Capital Group17,668$923K0.14%+4,29913F-HRTimeline
NorthRock Partners, LLC17,628$921K0.02%new13F-HRTimeline
Penobscot Investment Management Company…17,561$917K0.07%013F-HRTimeline
Csenge Advisory Group17,375$907K0.04%+1,55213F-HRTimeline
Bristlecone Advisors, LLC17,287$903K0.08%new13F-HRTimeline
CROBAN16,981$887K0.59%-1,23713F-HRTimeline
Arete Wealth Advisors, LLC16,667$869K0.05%+6,49713F-HRTimeline
CAP Partners, LLC16,360$854K0.48%+2,79713F-HRTimeline
Members Trust Co15,881$829K0.03%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers15,241$796K<0.01%+47213F-HRTimelineGroup
Seascape Capital Management15,125$790K0.23%+1,25013F-HRTimeline
Wealthstar Advisors, LLC15,012$784K0.31%-7213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC14,813$774K<0.01%new13F-HRTimelineGroup
PFG Advisors14,821$774K0.03%new13F-HRTimeline
Montecito Bank & Trust14,819$774K0.12%13F-HRTimeline
FMR LLCin group FMR LLC14,662$766K<0.01%-1,85313F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC14,500$757K<0.01%-40,90013F-HRTimeline
Capital Square, LLC14,399$752K0.38%-8,06713F-HRTimeline
GC Wealth Management RIA, LLC13,973$730K0.02%+713F-HRTimeline
Fisher Asset Management, LLC13,933$728K<0.01%-20,91213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP13,931$727K<0.01%-36113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC13,637$712K<0.01%-1,93513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management13,636$712K0.01%-1,09013F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/13,634$712K0.03%+50613F-HRTimeline
Edgemoor Investment Advisors, Inc.13,555$708K0.05%013F-HRTimeline
CRA Financial Services, LLC13,543$707K0.1%013F-HRTimeline
DAVIDSON TRUST CO13,475$704K0.29%-93213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…13,258$692K0.11%013F-HRTimeline
Summit Financial, LLC13,224$691K0.01%+1,18413F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC13,114$685K0.21%013F-HRTimeline
Private Advisor Group, LLC12,972$677K<0.01%+7313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…12,866$672K0.11%+7113F-HRTimelineGroup
Capital Investment Advisory Services, L…12,548$655K0.05%+2,44813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…12,476$651K0.01%-2,70413F-HRTimelineGroup
NTV Asset Management LLC12,433$649K0.07%+14613F-HRTimeline
HighTower Advisors, LLC12,215$638K<0.01%+1,40613F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…12,131$633K<0.01%new13F-HRTimelineGroup
United Advisor Group, LLC11,725$612K0.08%+1,69313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,703$611K0.01%+26513F-HRTimelineGroup