USIG ISHARES TR
FollowSHS (fund)
Filings received so far for Q3 2026: 15 13F filers report a position in USIG shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Avidian Wealth Enterprises, LLC | 1,859,065 | $90.6M | 2.53% | +101,776 | 13F-HRTimeline |
| Venture Visionary Partners LLC | 133,976 | $6.53M | 0.17% | +6,454 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 58,262 | $2.84M | 0.02% | -3,910 | 13F-HRTimeline |
| Acropolis Investment Management, LLC | 33,830 | $1.65M | 0.07% | new | 13F-HRTimeline |
| Montecito Bank & Trust | 14,737 | $718K | 0.11% | 0 | 13F-HRTimeline |
| DAVIDSON TRUST CO | 11,572 | $564K | 0.22% | +113 | 13F-HRTimeline |
| Breakwater Capital Group | 10,100 | $492K | 0.06% | -456 | 13F-HRTimeline |
| MARKET STREET WEALTH MANAGEMENT ADVISOR… | 8,517 | $415K | 0.06% | -4,523 | 13F-HRTimeline |
| Miller Global Investments, LLC | 7,046 | $343K | 0.28% | new | 13F-HRTimeline |
| Echo45 Advisors LLC | 4,737 | $231K | 0.11% | new | 13F-HRTimeline |
| CoreCap Advisors, LLC | 4,115 | $200K | 0.01% | -328 | 13F-HRTimeline |
| Investors Research Corp | 338 | $16.5K | <0.01% | 0 | 13F-HRTimeline |
| TOTH FINANCIAL ADVISORY CORP | 184 | $8.96K | <0.01% | new | 13F-HRTimeline |
| Davis Capital Management | 69 | $3.36K | <0.01% | 0 | 13F-HRTimeline |
| MassMutual Private Wealth & Trust, FSB | 38 | $1.85K | <0.01% | new | 13F-HRTimeline |