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Disclosery

USIG ISHARES TR

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SHS (fund)

452 managers (460 13F filers) reported a position in USIG shares at 2026-03-31, 302,472,637 shares in all. 57 filers opened a position and 36 filers sold out during the quarter.

Managers
452
13F filers
460
New
57
Added
192
Reduced
123
Sold out
36
Shares held by filers
302,472,637

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
UBS Group AGgroup of 2 filers holding67,690,898$3.47B+60,490,580Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/61,669,415$3.16B0.23%+11,082,55313F-HRTimelineGroup
TIAAgroup of 3 filers holding20,789,398$1.06B-4,803,694Timeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …20,349,943$1.04B2.71%+1,432,90013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC18,094,724$955M0.22%+2,128,05013F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,749,955$551M0.74%+782,98913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC10,174,811$521M1.06%+510,49013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.8,278,221$424M0.01%+325,61713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,108,900$364M0.33%+388,25713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,953,184$356M-910,570Timeline
Allworth Financial LP5,862,267$300M1.22%+76,19913F-HRTimeline
North Dakota State Investment Board5,241,476$269M11.61%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,918,925$252M0.06%-15,35013F-HRTimelineGroup
LPL Financial LLC3,464,282$177M0.05%+645,19913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO3,362,627$172M0.16%+183,88113F-HRTimelineGroup
1832 Asset Management L.P.3,181,412$163M0.22%+802,70613F-HRTimeline
Valmark Advisers, Inc.3,015,485$154M1.84%+61,86413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,804,359$144M0.01%+48,75913F-HRTimelineGroup
Asset Management One Co., Ltd.2,767,024$142M0.42%+396,95413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,934,400$99.1M0.02%+76,70213F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,800,624$91.8M0.01%+350,76713F-HR/ATimelineGroup
Avidian Wealth Enterprises, LLC1,692,140$86.7M2.75%+164,22113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,583,035$81.1M0.01%+14,07313F-HRTimelineGroup
Beacon Pointe Advisors, LLC1,526,055$78.2M0.41%+83,97013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,218,554$62.4M0.09%+1,209,94513F-HRTimeline
Cetera Investment Advisers1,122,773$57.5M0.06%+145,63213F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC813,206$41.2M4.11%-12,88713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC790,792$40.5M0.04%new13F-HRTimelineGroup
MCF Advisors LLC759,792$38.9M1.71%-3,30813F-HRTimeline
Liberty Mutual Group Asset Management I…in group Liberty Mutual Group Asset Ma…714,850$36.6M2.93%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC679,845$34.8M0.01%-1,214,26513F-HRTimelineGroup
Trilogy Capital Inc.670,281$34.3M1.53%+21,63313F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC653,841$33.5M2.18%+8,24313F-HRTimeline
Crestwood Advisors Group, LLC647,979$33.2M0.56%-2,13613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS614,798$31.5M0.06%+34,65913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…592,736$30.4M0.09%+20,38113F-HR/ATimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding548,142$28.1M+64,358Timeline
New Jersey Better Educational Savings T…507,693$26M42.7%-25,51113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA507,366$26M<0.01%+108,07313F-HRTimelineGroup
Santa Clara Valley Transportation Autho…481,977$24.7M20.53%013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC439,717$22.5M0.89%013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…432,356$22.1M0.19%+109,83613F-HRTimelineGroup
Strategic Investment Advisors / MI426,907$21.9M1.51%+192,96013F-HRTimeline
Blue Edge Capital, LLC426,168$21.8M2.9%+14,31413F-HRTimeline
OneDigital Investment Advisors LLC405,311$20.8M0.2%-1,07513F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC405,122$20.8M0.82%-4,27713F-HRTimelineGroup
Advisors Capital Management, LLC382,114$19.6M0.23%+27,47113F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …369,902$19M0.01%+107,53113F-HRTimelineGroup
Cosner Financial Group, LLC365,167$18.7M10.28%+6,58613F-HRTimeline
Betterment LLC361,816$18.5M0.04%+15,72813F-HRTimeline
McKinley Carter Wealth Services, Inc.358,233$18.4M1.06%+62,26413F-HRTimeline
Merit Financial Group, LLC356,337$18.3M0.14%-966,24013F-HRTimeline
Pallas Capital Advisors LLC324,821$16.6M0.63%-41,11513F-HRTimeline
Modern Wealth Management, LLC278,900$14.2M0.24%+30,07213F-HRTimeline
Destination Wealth Management276,626$14.2M0.37%+11,00413F-HRTimeline
Steward Partners Investment Advisory, L…268,496$13.8M0.07%+2,19913F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co263,974$13.5M3.01%-10,01613F-HRTimelineGroup
Robertson Stephens Wealth Management, L…237,969$12.2M0.34%-7,99313F-HRTimeline
Westover Capital Advisors, LLC220,081$11.3M2.07%-38613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC218,453$11.2M0.01%+45,45513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.217,080$11.1M0.02%+5,57213F-HRTimelineGroup
One Capital Management, LLC199,428$10.2M0.28%+157,14113F-HRTimeline
Sigma Planning Corp194,886$9.98M0.28%+5,93613F-HRTimeline
SIMA Wealth Partners, LLC193,640$9.92M7.56%+15,70413F-HRTimeline
Glassy Mountain Advisors, Inc.188,348$9.65M3%+7,09913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.185,742$9.52M0.01%+9,03813F-HRTimelineGroup
Premier Path Wealth Partners, LLC183,736$9.41M1.23%-32,59713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…177,496$9.09M0.02%-2,63713F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding173,278$8.88M+146,601Timeline
Kraft, Davis & Associates, LLC172,840$8.86M1.89%+73,31513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC167,719$8.59M0.01%+29,30413F-HRTimeline
Simplicity Wealth,LLC159,877$8.19M0.46%+9,53513F-HRTimeline
IVC Wealth Advisors LLC155,854$7.98M3.47%+3,95613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…141,533$7.25M0.02%-37,09413F-HRTimeline
Triumph Capital Management135,462$6.94M1.41%+113,98213F-HRTimeline
Dakota Wealth Management134,825$6.91M0.15%+39,75213F-HR/ATimeline
Smartleaf Asset Management LLC135,350$6.9M0.25%+38,62213F-HRTimeline
Trivant Custom Portfolio Group, LLC132,280$6.78M3.72%-42,73813F-HRTimeline
Archford Capital Strategies, LLC130,410$6.68M0.76%+2,27413F-HRTimeline
TD Waterhouse Canada Inc.118,784$6.03M0.02%+24,11113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC111,343$5.7M0.07%-26,56513F-HRTimeline
Napier Financial, LLC110,483$5.66M1.3%-2,95013F-HRTimeline
Wealthspire Retirement, LLC107,709$5.52M0.33%+1,88513F-HRTimeline
Sanctuary Advisors, LLC105,235$5.39M0.03%+3,71413F-HRTimeline
Erickson Financial Group, LLC103,718$5.31M3.33%+4,80113F-HRTimeline
Fjell Capital, LLC103,219$5.29M4.07%+9,90113F-HRTimeline
CWM, LLCin group CWM, LLC102,334$5.24M0.01%-13,06413F-HRTimelineGroup
Center For Asset Management LLC102,193$5.24M2.6%+6,38413F-HRTimeline
Financial Avengers, Inc.101,248$5.19M2.37%+11,22913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…97,742$5.01M0.05%+4,54913F-HRTimelineGroup
AIRE ADVISORS, LLC93,487$4.79M0.88%+3,05613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding90,079$4.61M-1,031,261Timeline
Bauman Advisory Group, LLC85,043$4.36M3.05%+48,30913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp84,197$4.31M0.01%-44413F-HR/ATimelineGroup
Compound Planning, Inc.82,626$4.23M0.13%+90313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…80,822$4.14M0.02%+1,45313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…79,520$4.07M0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC78,765$4.04M0.01%+2,17913F-HR/ATimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC76,526$3.92M0.06%-30,75513F-HRTimeline
Columbus Macro, LLC74,762$3.83M0.41%-36,28613F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC74,180$3.8M0.02%+33,80013F-HRTimelineGroup
Checchi Capital Advisers, LLC73,458$3.76M0.26%-27313F-HRTimeline
Janney Montgomery Scott LLC73,297$3.75M0.01%+7,05613F-HRTimeline
Landing Point Financial Group, LLC72,739$3.73M1.81%-49113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\71,523$3.66M<0.01%-10,31913F-HRTimelineGroup
Compagnie Lombard Odier SCmA71,378$3.66M0.04%+10,59813F-HRTimeline
K2 Financial Inc.66,902$3.45M2.51%+6,53013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/65,479$3.35M<0.01%-1,26413F-HRTimelineGroup
Virtue Capital Management, LLC63,962$3.26M0.5%-1,82813F-HRTimeline
Gateway Wealth Partners, LLC60,630$3.11M0.12%new13F-HRTimeline
Cambridge Investment Research Advisors,…58,300$2.99M0.01%-1,44213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding55,982$2.87M+5,099Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…55,739$2.86M<0.01%-7,47213F-HRTimelineGroup
NewEdge Wealth, LLC54,708$2.8M0.03%new13F-HRTimeline
Farther Finance Advisors, LLC53,759$2.74M0.03%-12,72313F-HRTimeline
Summit Asset Management, LLC53,281$2.73M0.38%+16,10913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC52,033$2.67M<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP51,950$2.66M0.01%new13F-HRTimeline
Financial Synergies Wealth Advisors, In…51,417$2.63M0.25%+2,36813F-HRTimeline
Heck Capital Advisors, LLC50,257$2.57M0.19%+16,61213F-HRTimeline
GLOBALT Investments LLC / GA49,793$2.55M0.09%-34513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…47,750$2.45M0.05%+97413F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…46,356$2.37M0.09%+1,39713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…46,046$2.36M0.07%+82413F-HR/ATimelineGroup
MATHER GROUP, LLC.45,906$2.35M0.02%+4,04213F-HRTimeline
Compass Financial Group, Inc.44,951$2.3M1.04%-3113F-HRTimeline
10Elms LLP43,286$2.22M1.4%+5,95713F-HRTimeline
FLOW TRADERS U.S. LLC40,677$2.08M0.07%+31,07313F-HRTimeline
Mariner, LLCin group Mariner, LLC40,455$2.07M<0.01%-16,33413F-HRTimelineGroup
Sovran Advisors, LLC40,249$2.06M0.16%+9,35313F-HRTimeline
World Investment Advisors38,662$1.98M0.03%+3,13113F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.37,440$1.92M0.02%-13,57313F-HRTimelineGroup
Arista Wealth Management, LLC36,839$1.89M0.23%013F-HRTimeline
Creative Planningin group Creative Planning36,484$1.87M<0.01%+99213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…36,444$1.87M<0.01%+24,72813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP36,346$1.84M<0.01%+9,29313F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…35,310$1.81M0.01%-1,34413F-HRTimeline
MML INVESTORS SERVICES, LLC34,834$1.78M<0.01%-51,63013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC34,526$1.77M0.19%+89213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,309$1.55M<0.01%-242,53713F-HRTimelineGroup
Bellwether Advisors, LLC29,916$1.53M0.26%-86013F-HRTimeline
Sowell Financial Services LLC29,460$1.51M0.06%+1,57713F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…28,924$1.48M<0.01%-9,85013F-HRTimelineGroup
Advyzon Investment Management, LLC28,884$1.48M0.13%+62913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC28,127$1.44M<0.01%+31213F-HRTimelineGroup
WBH ADVISORY INC28,010$1.43M0.11%+88113F-HRTimeline
MMBG INVESTMENT ADVISORS CO.27,795$1.42M0.13%013F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…27,452$1.41M0.21%-1,77313F-HRTimelineGroup
Tempo Wealth, LLC27,099$1.39M0.24%+4,19613F-HRTimeline
Sequoia Financial Advisors, LLC25,968$1.33M0.01%+1,42913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…24,898$1.28M0.08%+37013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…24,910$1.27M0.01%-1,13313F-HRTimelineGroup
Arkadios Wealth Advisors23,750$1.22M0.02%+3,43013F-HRTimeline
OLD MISSION CAPITAL LLC23,525$1.21M0.03%new13F-HRTimeline
TMB Capital Partners, LLC23,277$1.19M0.4%+1,66913F-HRTimeline
Venture Visionary Partners LLC22,485$1.15M0.04%-45813F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd22,407$1.15M0.09%+3,03513F-HRTimelineGroup
JGP Wealth Management, LLC21,935$1.12M0.12%-4,69013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …21,771$1.12M0.01%+4,43413F-HRTimelineGroup
Van Hulzen Asset Management, LLC21,313$1.09M0.08%+49013F-HRTimeline
Waverly Advisors, LLC21,274$1.09M0.01%-25413F-HRTimeline
B. Riley Wealth Advisors, Inc.21,185$1.08M0.07%-1,07313F-HRTimeline
Saiph Capital, LLC20,779$1.06M0.4%-68313F-HRTimeline
Grant Private Wealth Management Inc20,757$1.06M0.56%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…20,653$1.06M0.08%+6,07113F-HRTimelineGroup
Members Trust Co20,388$1.04M0.03%+4,50713F-HRTimeline
NorthRock Partners, LLC20,182$1.03M0.02%+59713F-HRTimeline
CAP Partners, LLC20,028$1.03M0.58%+2,09313F-HRTimeline
Csenge Advisory Group19,680$1.01M0.05%+1,62213F-HRTimeline
Gotham Asset Management, LLC19,315$990K<0.01%+10,71713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers18,801$963K<0.01%+2,83213F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC18,690$957K<0.01%new13F-HRTimelineGroup
Pines Wealth Management, LLC18,371$941K0.3%+10713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC17,954$920K0.01%-72213F-HRTimelineGroup
Diligent Investors, LLC17,393$891K0.22%-15913F-HRTimeline
Americana Partners, LLC17,308$887K0.02%-794,40713F-HRTimeline
Penobscot Investment Management Company…17,261$884K0.07%-1,10013F-HRTimeline
OpenArc Corporate Advisory, LLC17,055$874K0.01%-10,94413F-HRTimeline
Aprio Wealth Management, LLC16,663$854K0.05%new13F-HRTimeline
Fisher Asset Management, LLC16,485$845K<0.01%+41013F-HRTimeline
TFB Advisors LLC16,300$835K0.44%-10,04813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC16,267$833K0.01%new13F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co15,825$811K0.02%new13F-HRTimeline
Seascape Capital Management15,575$798K0.23%013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.15,485$793K0.83%+6,22913F-HRTimeline
Koshinski Asset Management, Inc.15,482$793K0.05%+4,28313F-HRTimeline
Arete Wealth Advisors, LLC15,285$784K0.06%-80713F-HR/ATimeline
FMR LLCin group FMR LLC14,830$760K<0.01%-49713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,637$749K0.01%+1,51413F-HRTimelineGroup
Montecito Bank & Trust14,627$749K0.12%013F-HRTimeline
Wealthstar Advisors, LLC14,481$742K0.44%-1413F-HRTimeline
Capital Investment Advisory Services, L…14,402$738K0.05%+68913F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC14,334$734K0.12%-2,00613F-HRTimeline
MAI Capital Management14,274$731K<0.01%+2,07713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,774$718K<0.01%+71613F-HRTimelineGroup
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…13,660$700K<0.01%+1,52913F-HRTimelineGroup
CRA Financial Services, LLC13,649$699K0.09%+10613F-HRTimeline
HighTower Advisors, LLC13,631$698K<0.01%+3,25313F-HRTimeline
Edgemoor Investment Advisors, Inc.13,555$694K0.05%013F-HRTimeline
CROBAN13,399$686K0.32%-2,84113F-HRTimeline