IUSG — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IUSG? 48 Institutions Hold $180M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IUSG)? 48 institutions reported holding $179.51M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Veracity Capital LLC ($44.3M), CX Institutional ($31.0M), Doliver Advisors, LP ($23.4M).

Rank	Institution	Value	Shares	Change
1	Veracity Capital LLC	$44.3M	228,843	Added
2	CX Institutional	$31.0M	159,903	Added
3	DOLIVER ADVISORS, LP	$23.4M	120,602	Trimmed
4	ELEVATION WEALTH PARTNERS, LLC	$23.0M	118,622	Added
5	BOS Asset Management, LLC	$11.6M	59,795	Trimmed
6	LEGACY SOLUTIONS, LLC	$8.9M	45,681	Added
7	First Heartland Consultants, Inc.	$6.6M	34,215	Trimmed
8	Independence Financial Advisors, LLC	$5.4M	27,672	Trimmed
9	Farther Finance Advisors, LLC	$2.7M	13,805	Added
10	RFG - Bristol Wealth Advisors, LLC	$2.3M	11,712	Trimmed
11	Apella Capital, LLC	$2.2M	11,227	Added
12	YHB Investment Advisors, Inc.	$1.9M	9,982	Trimmed
13	Investors Research Corp	$1.8M	9,164	Added
14	SAPIENT CAPITAL LLC	$1.3M	6,608	Added
15	Venture Visionary Partners LLC	$1.3M	6,479	Trimmed
16	TITLEIST ASSET MANAGEMENT, LLC	$1.1M	5,772	Added
17	FC Advisory LLC	$966,823	4,990	Hold
18	Insight Wealth Strategies, LLC	$947,895	4,892	Added
19	Kaizen Financial Strategies	$901,345	4,652	Added
20	Weaver Consulting Group	$897,809	4,634	Added
21	Legacy Private Trust Co.	$838,937	4,330	Trimmed
22	COLLECTIVE FAMILY OFFICE LLC	$669,019	3,453	Trimmed
23	Peterson Wealth Advisors, LLC	$660,200	3,407	Added
24	Valeo Financial Advisors, LLC	$644,097	3,324	Trimmed
25	KFA Private Wealth Group, LLC	$548,196	2,829	Added

Source: SEC Form 13F filings · as of 2026-09-30