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Disclosery

USIG ISHARES TR

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SHS (fund)

436 managers (444 13F filers) reported a position in USIG shares at 2025-12-31, 229,868,607 shares in all. 43 filers opened a position and 42 filers sold out during the quarter.

Managers
436
13F filers
444
New
43
Added
184
Reduced
109
Sold out
42
Shares held by filers
229,868,607

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/50,586,862$2.62B0.19%+2,129,31713F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA25,593,092$1.33B3.18%+1,002,08513F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …18,917,043$979M2.64%+1,366,55513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,966,674$820M0.19%+4,458,21013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,966,966$516M0.69%+567,26913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC9,664,321$500M1.02%+193,29713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.7,952,604$412M0.01%+120,92213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,863,754$407M+639,542Timeline
UBS Group AGgroup of 2 filers holding7,200,318$373M+3,238,931Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,720,643$348M0.31%+1,928,94513F-HRTimelineGroup
Allworth Financial LP5,786,068$300M1.23%+175,80213F-HRTimeline
North Dakota State Investment Board5,241,476$271M10.1%13F-HRTimeline
Franklin Resourcesgroup of 2 filers holding4,934,275$255M+124,134Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO3,178,746$165M0.16%+93,73913F-HRTimelineGroup
Valmark Advisers, Inc.2,953,621$153M1.89%+24,49713F-HRTimeline
LPL Financial LLC2,819,083$146M0.04%+261,41713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,755,600$143M0.01%-110,89213F-HR/ATimelineGroup
1832 Asset Management L.P.2,378,706$123M0.16%+36,69613F-HRTimeline
Asset Management One Co., Ltd.2,370,070$123M0.34%-60,86513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,894,110$98.1M0.03%+1,244,37813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,857,698$96.2M0.02%+70,86213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,568,962$81.2M0.01%+115,32813F-HRTimelineGroup
Avidian Wealth Enterprises, LLC1,527,919$79.1M2.88%+95,47713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,449,857$75.1M0.01%+27,65113F-HRTimelineGroup
Beacon Pointe Advisors, LLC1,442,085$74.7M0.52%+1,358,70913F-HRTimeline
Merit Financial Group, LLC1,322,577$68.5M0.55%+87,07413F-HRTimeline
Long Run Wealth Advisors, LLC1,195,107$61.9M11.66%+27,82113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,121,340$58.1M+84,233Timeline
Cetera Investment Advisers977,141$50.6M0.06%+46,62313F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC826,093$42.9M4.12%-46,38813F-HRTimelineGroup
Americana Partners, LLC811,715$42M1.15%-26,89913F-HRTimeline
MCF Advisors LLC763,100$39.5M2.18%-6,63713F-HRTimeline
Crestwood Advisors Group, LLC650,115$33.7M0.56%+112,91613F-HRTimeline
Trilogy Capital Inc.648,648$33.6M1.5%-539,32513F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC645,598$33.4M2.11%+5,95713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS580,139$30M0.06%+12,18313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…572,355$29.6M0.08%-3,78513F-HRTimelineGroup
New Jersey Better Educational Savings T…533,204$27.6M46.99%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding483,784$25.1M+62,047Timeline
Santa Clara Valley Transportation Autho…481,977$25M20.98%013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC439,717$22.8M0.86%+79,70013F-HRTimeline
Blue Edge Capital, LLC411,854$21.3M2.85%+31,94313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC409,399$21.2M0.82%+10,81713F-HRTimelineGroup
OneDigital Investment Advisors LLC406,386$21M0.21%+2,39013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA399,293$20.7M<0.01%+206,03913F-HRTimelineGroup
Pallas Capital Advisors LLC365,936$18.9M0.63%+41,44713F-HRTimeline
Cosner Financial Group, LLC358,581$18.6M9.47%+11,06713F-HRTimeline
Advisors Capital Management, LLC354,643$18.4M0.22%+25,01313F-HRTimeline
Betterment LLC346,088$17.9M0.03%+53,78813F-HRTimeline
MANNING & NAPIER ADVISORS LLC338,490$17.5M0.23%-58,30913F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…322,520$16.7M0.14%+30,04813F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.295,969$15.3M0.86%-39,90713F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co273,990$14.2M3.16%+3,13013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC272,846$14.1M<0.01%-81,93713F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…266,297$13.8M0.08%+9,47913F-HRTimeline
Destination Wealth Management265,622$13.8M0.36%+12,58013F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …262,371$13.6M0.01%+88,93413F-HRTimelineGroup
Modern Wealth Management, LLC248,828$12.9M0.23%+1,05613F-HRTimeline
Robertson Stephens Wealth Management, L…245,962$12.7M0.36%+7,80613F-HRTimeline
Strategic Investment Advisors / MI233,947$12.1M1.05%+233,12113F-HRTimeline
Westover Capital Advisors, LLC220,467$11.4M2.08%-34913F-HRTimeline
Premier Path Wealth Partners, LLC216,333$11.2M1.45%-17,06813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.211,508$11M0.02%-414,07913F-HRTimelineGroup
Sigma Planning Corp188,950$9.78M0.27%+5,62413F-HRTimeline
Glassy Mountain Advisors, Inc.181,249$9.38M2.84%+6,51413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…180,133$9.33M0.02%+6,00413F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…178,627$9.27M0.01%+11,07713F-HRTimeline
SIMA Wealth Partners, LLC177,936$9.21M7%+4,50513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.176,704$9.15M0.01%+53,89813F-HRTimelineGroup
Trivant Custom Portfolio Group, LLC175,018$9.06M5.22%-2,28913F-HRTimeline
Runnymede Capital Advisors, Inc.175,018$9.06M5.22%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC172,998$8.96M0.01%+81,38313F-HR/ATimelineGroup
IVC Wealth Advisors LLC151,898$7.86M3.42%+3,42113F-HRTimeline
Simplicity Wealth,LLC150,342$7.78M0.46%+24,37413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC138,415$7.17M0.01%+27,62013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC137,908$7.14M0.09%-19,34213F-HRTimeline
Kensington Asset Management, LLC129,603$6.73M0.35%new13F-HRTimeline
Archford Capital Strategies, LLC128,136$6.63M0.77%+37,26713F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.125,000$6.47M0.02%013F-HRTimelineGroup
COMERICA BANK123,582$6.4M0.03%-83813F-HRTimeline
CWM, LLCin group CWM, LLC115,398$5.97M0.02%+13,16213F-HRTimelineGroup
Napier Financial, LLC113,433$5.87M1.47%13F-HRTimeline
Columbus Macro, LLC111,048$5.75M0.63%-15,35613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC107,281$5.55M0.08%+4,07013F-HRTimeline
Wealthspire Retirement, LLC105,824$5.48M0.33%+1,59213F-HRTimeline
Sanctuary Advisors, LLC101,521$5.26M0.03%-24513F-HRTimeline
Kraft, Davis & Associates, LLC99,525$5.17M1.16%+7,25213F-HRTimeline
Erickson Financial Group, LLC98,917$5.12M3.14%+8,20013F-HRTimeline
Smartleaf Asset Management LLC96,728$5.02M0.19%+52,81113F-HRTimeline
Center For Asset Management LLC95,809$4.96M2.59%-8,94013F-HRTimeline
Dakota Wealth Management95,073$4.92M0.09%new13F-HR/ATimeline
TD Waterhouse Canada Inc.94,673$4.9M0.03%+4,76013F-HRTimeline
Fjell Capital, LLC93,318$4.83M3.7%+10,47013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…93,193$4.82M0.06%+81,49013F-HRTimelineGroup
AIRE ADVISORS, LLC90,431$4.68M0.86%-30713F-HRTimeline
Financial Avengers, Inc.90,019$4.66M1.91%+17,19413F-HR/ATimeline
MML INVESTORS SERVICES, LLC86,464$4.48M0.01%+12,13713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp84,641$4.38M0.01%-6,45913F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\81,842$4.24M<0.01%-5,37313F-HRTimelineGroup
Compound Planning, Inc.81,723$4.23M0.13%+4,92213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…79,369$4.11M0.01%+2,39213F-HRTimelineGroup
NewEdge Advisors, LLC76,586$3.96M0.01%+22,80913F-HRTimeline
Checchi Capital Advisers, LLC73,731$3.82M0.26%-1,37713F-HRTimeline
Landing Point Financial Group, LLC73,230$3.79M1.89%+5,84913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/66,743$3.46M<0.01%-9,34813F-HRTimelineGroup
Farther Finance Advisors, LLC66,482$3.44M0.04%+62,53113F-HRTimeline
Janney Montgomery Scott LLC66,241$3.43M0.01%+4,77113F-HRTimeline
Virtue Capital Management, LLC65,790$3.41M0.52%new13F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…63,211$3.27M<0.01%+2,98413F-HR/ATimelineGroup
Compagnie Lombard Odier SCmA60,780$3.15M0.03%-1213F-HRTimeline
K2 Financial Inc.60,372$3.13M2.42%+7,38713F-HRTimeline
Cambridge Investment Research Advisors,…59,742$3.09M0.01%+6,84813F-HRTimeline
Mariner, LLCin group Mariner, LLC56,789$2.94M<0.01%+8,93313F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.51,013$2.64M0.02%-40,46713F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding50,883$2.63M+2,023Timeline
GLOBALT Investments LLC / GA50,138$2.6M0.09%-90213F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC49,843$2.58M0.81%+7,37613F-HRTimeline
Financial Synergies Wealth Advisors, In…49,049$2.54M0.25%+7,82813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…46,776$2.42M0.05%+10,23113F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…45,222$2.34M0.09%+1,44913F-HRTimelineGroup
Compass Financial Group, Inc.44,982$2.33M1.03%+46813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding44,959$2.33M+44,443Timeline
One Capital Management, LLC42,287$2.19M0.07%+35,69713F-HRTimeline
MATHER GROUP, LLC.41,864$2.17M0.02%-2,38413F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC40,380$2.09M0.02%+9,61113F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…38,774$2.01M<0.01%-6,45013F-HRTimelineGroup
10Elms LLP37,329$1.93M1.77%-37913F-HRTimeline
Summit Asset Management, LLC37,172$1.92M0.27%-74713F-HRTimeline
Arista Wealth Management, LLC36,839$1.91M0.23%013F-HRTimeline
Bauman Advisory Group, LLC36,734$1.9M1.53%13F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…36,654$1.9M0.01%-1,93013F-HRTimeline
World Investment Advisors35,531$1.84M0.03%+26,71413F-HR/ATimeline
Creative Planningin group Creative Planning35,492$1.84M<0.01%+8,74913F-HRTimelineGroup
Heck Capital Advisors, LLC33,645$1.74M0.13%+8,75413F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC33,634$1.74M0.19%+52313F-HRTimeline
Global Retirement Partners, LLC32,045$1.66M0.03%+6,17513F-HRTimeline
Sovran Advisors, LLC30,896$1.61M0.14%+1,46613F-HRTimeline
Bellwether Advisors, LLC30,776$1.59M0.25%+85013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…29,225$1.51M0.22%-2,63713F-HRTimelineGroup
Advyzon Investment Management, LLC28,255$1.46M0.17%+9613F-HRTimeline
OpenArc Corporate Advisory, LLC27,999$1.45M0.02%13F-HRTimeline
Sowell Financial Services LLC27,883$1.44M0.05%+1,54913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC27,815$1.44M<0.01%+13,00213F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.27,795$1.44M0.12%013F-HRTimeline
WBH ADVISORY INC27,129$1.4M0.1%-49313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP27,053$1.4M<0.01%+8,14913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding26,677$1.38M-21,938Timeline
JGP Wealth Management, LLC26,625$1.38M0.14%+18,69413F-HRTimeline
TFB Advisors LLC26,348$1.36M0.38%+1,11013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…26,043$1.35M0.01%+3,38613F-HRTimelineGroup
Sequoia Financial Advisors, LLC24,539$1.27M0.01%-1,73613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…24,528$1.27M0.08%+17013F-HRTimeline
Venture Visionary Partners LLC22,943$1.19M0.04%+2513F-HRTimeline
Tempo Wealth, LLC22,903$1.19M0.21%13F-HRTimeline
B. Riley Wealth Advisors, Inc.22,258$1.15M0.05%+2213F-HRTimeline
TMB Capital Partners, LLC21,608$1.12M0.38%13F-HRTimeline
Waverly Advisors, LLC21,528$1.11M0.01%013F-HRTimeline
Triumph Capital Management21,480$1.11M0.24%+2,73013F-HRTimeline
Saiph Capital, LLC21,462$1.11M0.4%-1,00413F-HRTimeline
Van Hulzen Asset Management, LLC20,823$1.08M0.08%+1,95913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding20,579$1.07M+11,134Timeline
Arkadios Wealth Advisors20,320$1.05M0.02%-3413F-HRTimeline
NorthRock Partners, LLC19,585$1.01M0.02%+1,95713F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd19,372$1M0.06%+1,26513F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding18,676$967K-72,233Timeline
Penobscot Investment Management Company…18,361$951K0.07%+80013F-HRTimeline
Pines Wealth Management, LLC18,264$946K0.31%+14513F-HRTimeline
Capital Square, LLC18,107$937K0.48%+3,70813F-HRTimeline
Csenge Advisory Group18,058$935K0.04%+68313F-HRTimeline
CAP Partners, LLC17,935$928K0.53%+1,57513F-HRTimeline
Diligent Investors, LLC17,552$909K0.22%-1,14813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …17,337$898K0.01%13F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP16,404$849K<0.01%+5,34213F-HR/ATimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC16,340$846K0.14%13F-HRTimeline
CROBAN16,240$841K0.41%-74113F-HRTimeline
Arete Wealth Advisors, LLC16,092$833K0.06%-57513F-HR/ATimeline
Fisher Asset Management, LLC16,075$832K<0.01%+2,14213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers15,969$827K<0.01%+72813F-HRTimelineGroup
Members Trust Co15,881$822K0.03%013F-HRTimeline
J.W. COLE ADVISORS, INC.21,308$814K0.02%-66213F-HRTimeline
Seascape Capital Management15,575$806K0.23%+45013F-HRTimeline
FMR LLCin group FMR LLC15,327$793K<0.01%+66513F-HRTimelineGroup
AE Wealth Management LLC15,230$788K<0.01%+3,75113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP14,835$768K<0.01%+90413F-HRTimelineGroup
Montecito Bank & Trust14,627$757K0.12%-19213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…14,582$755K0.12%+1,71613F-HRTimelineGroup
Wealthstar Advisors, LLC14,495$750K0.41%-51713F-HRTimeline
Integrated Wealth Concepts LLC14,219$736K0.01%-3,91513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,204$735K0.01%+56813F-HRTimelineGroup
Capital Investment Advisory Services, L…13,713$710K0.05%+1,16513F-HRTimeline
Edgemoor Investment Advisors, Inc.13,555$702K0.05%013F-HRTimeline
CRA Financial Services, LLC13,543$701K0.09%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC13,235$685K<0.01%-40213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,123$679K0.01%+64713F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…13,040$675K0.1%-21813F-HRTimeline
Yukon Wealth Management, Inc.12,516$647K0.37%+1,17713F-HRTimeline
DAVIDSON TRUST CO12,398$642K0.27%-1,07713F-HRTimeline
Pictet North America Advisors SA12,280$636K0.06%+2,15013F-HRTimeline
MAI Capital Management12,197$631K<0.01%+3,05013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…12,131$628K<0.01%013F-HRTimelineGroup