iSHARES TRUST - IUSG

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$20.37B

QoQ value delta ($000)

+$1.592B (+8.48%)

Implied price effect (QoQ)

+3.0%

Total shares

120,164,126

QoQ shares delta

+6,062,090 (+5.31%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 6 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
BANK OF AMERICA CORP /DE/	7,306,601	43,507,215	0.53%
LPL Financial LLC	2,388,879	14,224,602	0.65%
MORGAN STANLEY	2,352,059	14,005,357	0.14%
JONES FINANCIAL COMPANIES LLLP	899,507	5,355,686	0.55%
ENVESTNET ASSET MANAGEMENT INC	386,891	2,303,749	0.11%
Blue Trust, Inc.	314,155	1,870,642	3.55%
Merit Financial Group, LLC	273,146	1,626,452	2.19%
JPMORGAN CHASE & CO	272,293	1,621,371	0.02%
RAYMOND JAMES FINANCIAL INC	243,957	1,452,646	0.08%
Align Financial, LLC	202,704	202,704	0.12%
UBS Group AG	201,232	1,198,241	0.03%
WELLS FARGO & COMPANY/MN	194,782	1,159,832	0.04%
Kestra Investment Management, LLC	190,075	1,131,808	4.65%
ROYAL BANK OF CANADA	180,438	1,074,415	0.03%
COMMONWEALTH EQUITY SERVICES, LLC	176,544	1,051,235	0.24%
PNC FINANCIAL SERVICES GROUP, INC.	168,839	1,005,357	0.09%
NATIXIS ADVISORS, LLC	157,775	939,473	0.22%
Facet Wealth, Inc.	132,690	773,302	2.35%
BENJAMIN EDWARDS INC	119,609	712,182	1.32%
FMR LLC	116,060	686,399	0.01%
Cetera Investment Advisers	103,383	615,595	0.11%
HighTower Advisors, LLC	96,048	571,921	0.11%
CITIZENS FINANCIAL GROUP INC/RI	78,470	467,252	1.05%
SHP Wealth Management	78,327	466,387	6.09%
AMERIPRISE FINANCIAL INC	77,355	460,641	0.02%