Position history for Merit Financial Group, LLC's holdings in ISHARES TR
Merit Financial Group, LLC holds 1.3M shares of USIG (ISHARES TR), worth $68.5M as of 2025-Q4. The position was increased (++7.0% shares). USIG represents 0.5% of Merit Financial Group, LLC's portfolio.
Current Value
$68.5M
Current Shares
1.3M
Total Value Change
+$1.6M
Total Shares Change
-9,296
Other major holders of USIG: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC
Increased |
| 1.3M |
+7.0% |
| $68.5M |
| 0.5% |
| $51.74 |
45 |
| 2025-Q3 | Increased | 1.2M | +2.7% | $64.5M | 0.6% | $51.22 | 43 |
| 2025-Q2 | Increased | 1.2M | +4.4% | $61.9M | 0.7% | $49.67 | 43 |
| 2025-Q1 | Decreased | 1.2M | -12.2% | $58.8M | 0.9% | $48.86 | 0 |
| 2024-Q4 | Increased | 1.3M | +5.6% | $66M | 1.2% | $47.89 | 49 |
| 2024-Q3 | Decreased | 1.2M | -6.7% | $65.3M | 1.5% | $49.34 | 0 |
| 2024-Q2 | Decreased | 1.3M | -19.7% | $66.9M | 1.5% | $46.51 | 0 |