# ISHARES TR (IUSG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IUSG/

- Reporting holders: 45
- Reported value: $148.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Veracity Capital LLC](https://holderbook.com/funds/1811005-veracity-capital-llc/) | $44.3M | 228,843 | 11.9% | 28 |
| [DOLIVER ADVISORS, LP](https://holderbook.com/funds/938077-doliver-advisors-lp/) | $23.4M | 120,602 | 5.1% | 32 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $23.0M | 118,622 | 6.5% | 15 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $11.6M | 59,795 | 2.7% | 11 |
| [LEGACY SOLUTIONS, LLC](https://holderbook.com/funds/2053314-legacy-solutions-llc/) | $8.9M | 45,681 | 6.8% | 8 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $6.6M | 34,215 | 0.4% | 32 |
| [Independence Financial Advisors, LLC](https://holderbook.com/funds/2066080-independence-financial-advisors-llc/) | $5.4M | 27,672 | 1.3% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.7M | 13,805 | 0.0% | 16 |
| [RFG - Bristol Wealth Advisors, LLC](https://holderbook.com/funds/2055104-rfg-bristol-wealth-advisors-llc/) | $2.3M | 11,712 | 0.5% | 8 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $2.2M | 11,227 | 0.0% | 2 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $1.9M | 9,982 | 0.1% | 17 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $1.8M | 9,164 | 0.3% | 29 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $1.3M | 6,608 | 0.0% | 11 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.3M | 6,479 | 0.0% | 28 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $1.1M | 5,772 | 0.1% | 4 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $966.8K | 4,990 | 0.3% | 16 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $947.9K | 4,892 | 0.1% | 32 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $901.3K | 4,652 | 0.4% | 11 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $897.8K | 4,634 | 0.2% | 31 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $838.9K | 4,330 | 0.0% | 32 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $669.0K | 3,453 | 0.1% | 17 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $660.2K | 3,407 | 0.1% | 23 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $644.1K | 3,324 | 0.0% | 13 |
| [KFA Private Wealth Group, LLC](https://holderbook.com/funds/1800556-kfa-private-wealth-group-llc/) | $548.2K | 2,829 | 0.1% | 15 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $448.4K | 2,286 | 0.1% | 15 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 45 | $148.5M |
| Q2 2026 | 935 | $28.2B |
| Q1 2026 | 868 | $20.9B |
| Q4 2025 | 884 | $20.4B |
| Q3 2025 | 823 | $19.3B |
| Q2 2025 | 799 | $18.1B |
| Q1 2025 | 755 | $14.8B |
| Q4 2024 | 780 | $81.2B |
| Q3 2024 | 698 | $15.0B |
| Q2 2024 | 689 | $14.4B |
| Q1 2024 | 644 | $15.5B |
| Q4 2023 | 606 | $12.3B |