ISHARES TR (IUSG)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
45
Reporting holders
$148.5M
Reported value
0.0%
Calls
0.0%
Puts
-890
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Veracity Capital LLC | $44.3M | 228,843 | 11.93% | 28q | +0.6%+$279.2K |
| DOLIVER ADVISORS, LP | $23.4M | 120,602 | 5.10% | 32q | -7.0%-$1.8M |
| ELEVATION WEALTH PARTNERS, LLC | $23.0M | 118,622 | 6.46% | 15q | HELD |
| BOS Asset Management, LLC | $11.6M | 59,795 | 2.71% | 11q | -2.1%-$251.3K |
| LEGACY SOLUTIONS, LLC | $8.9M | 45,681 | 6.76% | 8q | +2.8%+$237.7K |
| First Heartland Consultants, Inc. | $6.6M | 34,215 | 0.44% | 32q | -2.5%-$172.2K |
| Independence Financial Advisors, LLC | $5.4M | 27,672 | 1.35% | 7q | -5.0%-$280.0K |
| Farther Finance Advisors, LLC | $2.7M | 13,805 | 0.02% | 16q | +1.1%+$29.6K |
| RFG - Bristol Wealth Advisors, LLC | $2.3M | 11,712 | 0.54% | 8q | -3.6%-$83.7K |
| Apella Capital, LLC | $2.2M | 11,227 | 0.03% | 2q | +239.3%+$1.6M |
| YHB Investment Advisors, Inc. | $1.9M | 9,982 | 0.12% | 17q | -0.9%-$18.4K |
| Investors Research Corp | $1.8M | 9,164 | 0.31% | 29q | +2.2%+$38.2K |
| SAPIENT CAPITAL LLC | $1.3M | 6,608 | 0.02% | 11q | -45.7%-$1.1M |
| Venture Visionary Partners LLC | $1.3M | 6,479 | 0.03% | 28q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $1.1M | 5,772 | 0.07% | 4q | +10.7%+$107.9K |
| FC Advisory LLC | $966.8K | 4,990 | 0.25% | 16q | HELD |
| Insight Wealth Strategies, LLC | $947.9K | 4,892 | 0.09% | 32q | HELD |
| Kaizen Financial Strategies | $901.3K | 4,652 | 0.35% | 11q | HELD |
| Weaver Consulting Group | $897.8K | 4,634 | 0.17% | 31q | +3.9%+$33.3K |
| Legacy Private Trust Co. | $838.9K | 4,330 | 0.05% | 32q | -7.9%-$71.7K |
| COLLECTIVE FAMILY OFFICE LLC | $669.0K | 3,453 | 0.14% | 17q | -1.2%-$8.3K |
| Peterson Wealth Advisors, LLC | $660.2K | 3,407 | 0.08% | 23q | HELD |
| Valeo Financial Advisors, LLC | $644.1K | 3,324 | 0.01% | 13q | -8.9%-$62.8K |
| KFA Private Wealth Group, LLC | $548.2K | 2,829 | 0.13% | 15q | HELD |
| FINANCIAL MANAGEMENT NETWORK INC | $448.4K | 2,286 | 0.06% | 15q | HELD |
| Family Legacy Financial Solutions, LLC | $424.3K | 2,190 | 0.25% | 6q | HELD |
| Echo45 Advisors LLC | $409.4K | 2,113 | 0.19% | new | NEW |
| Avidian Wealth Enterprises, LLC | $326.8K | 1,687 | 0.01% | 7q | HELD |
| Castle Rock Wealth Management, LLC | $326.6K | 1,640 | 0.06% | 10q | HELD |
| Acropolis Investment Management, LLC | $318.2K | 1,642 | 0.01% | 22q | -43.5%-$244.5K |
| MassMutual Private Wealth & Trust, FSB | $310.0K | 1,600 | 0.01% | 27q | HELD |
| Hamilton Capital, LLC | $296.0K | 1,527 | 0.02% | 2q | +24.0%+$57.4K |
| CoreCap Advisors, LLC | $228.8K | 1,181 | 0.01% | 9q | +17.5%+$34.1K |
| Everhart Financial Group, Inc. | $219.1K | 1,131 | 0.01% | 2q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $172.8K | 892 | 0.01% | 8q | -10.1%-$19.4K |
| GAMMA Investing LLC | $103.3K | 533 | 0.00% | 12q | +84.4%+$47.3K |
| Roxbury Financial LLC | $74.9K | 387 | 0.06% | 8q | HELD |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $51.3K | 265 | 0.01% | new | NEW |
| Hickory Point Bank & Trust | $38.8K | 200 | 0.02% | 3q | HELD |
| CX Institutional | $31.0K | 159,903 | 0.84% | 30q | +3.5%+$1.1K |
| Noble Wealth Management PBC | $19.4K | 100 | 0.01% | 7q | HELD |
| GoalVest Advisory LLC | $17.8K | 92 | 0.00% | 6q | HELD |
| EASTERN BANK | $8.5K | 44 | 0.00% | 6q | -38.9%-$5.4K |
| Bullock Wealth Management Group | $5.4K | 28 | 0.00% | 11q | HELD |
| Central Pacific Bank - Trust Division | $4.3K | 22 | 0.00% | 8q | HELD |
| Planning Strategies Inc. | $969 | 5 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 45 | $148.5M | 766,255 | 3 | 10 | 13 | 0.0% |
| Q2 2026 | 935 | $28.2B | 144,130,759 | 109 | 257 | 231 | 0.0% |
| Q1 2026 | 868 | $20.9B | 134,853,326 | 62 | 243 | 253 | 0.0% |
| Q4 2025 | 884 | $20.4B | 120,721,514 | 61 | 200 | 261 | 0.0% |
| Q3 2025 | 823 | $19.3B | 117,558,126 | 67 | 202 | 230 | 0.0% |
| Q2 2025 | 799 | $18.1B | 120,446,337 | 92 | 213 | 219 | 0.0% |
| Q1 2025 | 755 | $14.8B | 116,723,497 | 53 | 203 | 244 | 0.0% |
| Q4 2024 | 780 | $81.2B | 582,414,831 | 65 | 199 | 208 | 0.0% |
| Q3 2024 | 698 | $15.0B | 114,022,019 | 55 | 183 | 190 | 0.0% |
| Q2 2024 | 689 | $14.4B | 112,911,816 | 78 | 188 | 194 | 0.0% |
| Q1 2024 | 644 | $15.5B | 130,950,575 | 67 | 171 | 205 | 0.0% |
| Q4 2023 | 606 | $12.3B | 118,278,886 | 49 | 189 | 179 | 0.0% |
| Q3 2023 | 573 | $55.8B | 588,112,574 | 43 | 159 | 166 | 0.0% |
| Q2 2023 | 568 | $10.0B | 102,910,745 | 44 | 167 | 174 | 0.0% |
| Q1 2023 | 554 | $8.9B | 100,748,338 | 62 | 150 | 188 | 0.0% |
| Q4 2022 | 544 | $8.2B | 100,800,786 | 58 | 178 | 137 | 0.0% |
| Q3 2022 | 512 | $7.3B | 91,418,739 | 52 | 156 | 134 | 0.0% |
| Q2 2022 | 504 | $7.6B | 89,593,070 | 50 | 152 | 140 | 0.0% |
| Q1 2022 | 528 | $9.0B | 84,843,643 | 38 | 149 | 158 | 0.0% |
| Q4 2021 | 556 | $9.7B | 84,564,177 | 61 | 163 | 122 | 0.0% |
| Q3 2021 | 477 | $8.5B | 82,536,529 | 49 | 131 | 129 | 0.0% |
| Q2 2021 | 455 | $8.1B | 80,382,684 | 43 | 135 | 136 | 0.0% |
| Q1 2021 | 432 | $7.4B | 81,820,600 | 39 | 110 | 146 | 0.0% |
| Q4 2020 | 421 | $7.4B | 83,654,930 | 37 | 117 | 122 | 0.0% |
| Q3 2020 | 364 | $6.5B | 81,514,725 | 22 | 94 | 135 | 0.0% |
| Q2 2020 | 366 | $6.3B | 88,421,495 | 42 | 104 | 129 | 0.0% |
| Q1 2020 | 353 | $5.0B | 87,704,430 | 44 | 113 | 111 | 0.0% |
| Q4 2019 | 360 | $5.3B | 78,598,492 | 44 | 113 | 70 | 0.0% |
| Q3 2019 | 288 | $4.6B | 73,505,670 | 30 | 100 | 70 | 0.0% |
| Q2 2019 | 272 | $4.5B | 71,012,494 | 33 | 96 | 64 | 0.0% |
| Q1 2019 | 258 | $4.1B | 67,215,084 | 38 | 83 | 66 | 0.0% |
| Q4 2018 | 251 | $3.5B | 66,863,469 | 4 | 5 | 5 | 0.0% |