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Disclosery

EUSB ISHARES TR

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COM (fund)

156 managers (158 13F filers) reported a position in EUSB shares at 2026-06-30, 13,119,819 shares in all. 14 filers opened a position and 12 filers sold out during the quarter.

Managers
156
13F filers
158
New
14
Added
89
Reduced
32
Sold out
12
Shares held by filers
13,119,819

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.5,803,299$252M<0.01%+609,75313F-HRTimelineGroup
IMPACTfolio, LLC638,127$27.7M10.44%+17,42713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding621,799$27M+21,691Timeline
LPL Financial LLC545,647$23.7M0.01%-57,56613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP412,309$18M0.01%+43,52513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…376,418$16.4M0.03%-29,60713F-HRTimelineGroup
SEEDS INVESTOR LLC366,740$15.9M1.64%-3,76413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO314,386$13.7M<0.01%+13,09913F-HRTimelineGroup
Allworth Financial LP272,256$11.8M0.05%+15,69613F-HRTimeline
Advisory Services Network, LLC173,077$7.52M0.09%+4,12713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC161,071$7M<0.01%-76,69613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY160,267$6.96M<0.01%+3,82713F-HRTimelineGroup
Bond & Devick Financial Network, Inc.152,643$6.63M1.63%+9,00413F-HRTimeline
Decker Retirement Planning Inc.103,122$4.48M1.53%+19,87213F-HRTimeline
Perigon Wealth Management, LLC99,965$4.34M0.07%+14,50513F-HRTimeline
SOFI WEALTH, LLC93,698$4.07M0.16%+15,05713F-HRTimeline
One Wealth Advisors, LLC93,372$4.06M0.45%+14,55613F-HRTimeline
Stewardship Advisors, LLC87,081$3.78M0.79%+16,28113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…78,761$3.42M<0.01%+15,02713F-HRTimelineGroup
Xena Financial Planning, LLC76,669$3.33M3.2%+30,97913F-HRTimeline
Archer Investment Management, LLC76,663$3.33M1.14%+93813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/76,171$3.31M<0.01%+35,76913F-HRTimelineGroup
Jordan Park Group LLC74,646$3.24M0.16%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\73,634$3.2M<0.01%+7,20713F-HRTimelineGroup
Cetera Investment Advisers72,905$3.17M<0.01%+3,91413F-HRTimeline
RETIREMENT CAPITAL STRATEGIES71,252$3.1M1.08%-14313F-HRTimeline
Balanced Rock Investment Advisors LLC70,839$3.08M1.92%+2,28313F-HRTimeline
NewEdge Advisors, LLC67,315$2.92M0.01%+11,32313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.65,555$2.85M<0.01%+10,63513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV58,916$2.56M<0.01%new13F-HR/ATimeline
Stratos Wealth Partners, LTD.group of 2 filers holding54,065$2.35M-2,050Timeline
OneDigital Investment Advisors LLC52,950$2.3M0.02%+68413F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS51,593$2.24M0.23%+30,36613F-HRTimeline
Accredited Investors Inc.51,114$2.22M0.1%+10,09913F-HRTimeline
Baker Avenue Asset Management, LP50,814$2.21M0.04%+31413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN48,694$2.12M<0.01%+4,11313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA47,230$2.05M<0.01%+2,78513F-HRTimelineGroup
Tarbox Family Office, Inc.42,320$1.84M0.26%+9,63613F-HRTimeline
MML INVESTORS SERVICES, LLC41,300$1.79M<0.01%+14,03613F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS40,628$1.77M0.83%+2,48413F-HRTimeline
Leonard Rickey Investment Advisors P.L.…38,808$1.69M0.26%-3,58113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC36,760$1.6M<0.01%+16,36013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC36,334$1.58M<0.01%+1,49113F-HRTimelineGroup
UBS Group AGin group UBS Group AG36,187$1.57M<0.01%+5,13713F-HRTimelineGroup
Haverford Trust Co35,865$1.56M0.01%013F-HRTimeline
Perennial Investment Advisors, LLC34,335$1.49M0.1%-6,55213F-HRTimeline
Johnson Bixby & Associates, LLC31,489$1.37M0.15%+1,22213F-HRTimeline
BFSG, LLC31,335$1.36M0.12%+3,02313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC31,054$1.35M<0.01%+1,96213F-HRTimeline
Vise Technologies, Inc.30,971$1.35M0.02%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.30,401$1.32M<0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC29,562$1.28M0.04%-10,71913F-HRTimeline
Van Hulzen Asset Management, LLC24,635$1.07M0.08%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…24,237$1.05M0.01%-7,75813F-HRTimelineGroup
Central Pacific Bank - Trust Division23,547$1.02M0.1%+1,61513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,360$972K0.01%+1,58113F-HRTimelineGroup
Davis Wealth Advisors, LLC22,260$967K0.75%-5,13613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers22,135$961K<0.01%+4,28613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management21,935$953K0.01%+2,02313F-HRTimelineGroup
Horst & Graben Wealth Management LLC21,324$923K0.12%+62813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC20,941$910K0.01%new13F-HRTimelineGroup
Sharkey, Howes & Javer20,640$897K0.11%+2,76713F-HRTimeline
Private Advisor Group, LLC20,116$874K<0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,463$846K0.01%+4,43713F-HRTimelineGroup
Cambridge Investment Research Advisors,…18,843$819K<0.01%-2,17313F-HR/ATimeline
Steward Partners Investment Advisory, L…17,600$765K<0.01%+4,34713F-HRTimeline
Mason & Associates Inc17,402$756K0.12%-30213F-HRTimeline
Savant Capital, LLC16,888$734K<0.01%+513F-HRTimeline
Ally Invest Advisors Inc.16,584$721K0.04%+95513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC15,977$694K<0.01%+38313F-HRTimelineGroup
Janney Montgomery Scott LLC15,843$688K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC15,727$683K0.08%+31213F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.14,585$634K0.18%-27813F-HRTimeline
Goldstein Advisors, LLC14,497$630K0.06%+1,25413F-HRTimeline
Shared Vision Wealth Group LLC14,274$620K0.21%+3,46513F-HRTimeline
Rossby Financial, LCC14,184$616K0.11%+59813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,099$613K<0.01%-54,34013F-HRTimelineGroup
Rockport Wealth LLC14,080$612K0.1%013F-HRTimeline
GC Wealth Management RIA, LLC13,844$602K0.03%+20613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …13,553$589K<0.01%013F-HRTimelineGroup
Essential Planning, LLC.13,177$573K0.16%+15113F-HRTimeline
Milestone Investment Advisors LLC13,060$567K0.12%-6213F-HRTimeline
Integrated Wealth Concepts LLC12,614$548K<0.01%+4,16013F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP12,600$547K0.01%-1,00013F-HRTimelineGroup
THEORY FINANCIAL LLC12,220$531K0.17%+38613F-HRTimeline
Farther Finance Advisors, LLC12,059$524K<0.01%-83513F-HRTimeline
Traveka Wealth, LLC11,899$517K0.17%+2,53913F-HRTimeline
Keener Financial Planning LLC11,142$484K0.17%+2,59013F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC10,772$468K0.34%+3413F-HRTimeline
Avise Financial Cooperative, Inc.10,319$448K0.32%+57713F-HRTimeline
Walkner Condon Financial Advisors LLC9,922$431K0.05%+5313F-HRTimeline
Skyline Advisors, Inc.9,678$421K0.13%-8,51713F-HRTimeline
Apella Capital, LLC9,735$420K0.01%+65513F-HRTimeline
Balance Wealth Partners LLC9,275$403K0.11%+4,00913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.9,224$401K0.1%-28813F-HRTimeline
Valmark Advisers, Inc.9,066$394K<0.01%013F-HRTimeline
Merit Financial Group, LLC9,025$392K<0.01%-78413F-HR/ATimeline
Summit Financial, LLC8,918$387K<0.01%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC8,713$379K0.06%+59613F-HRTimeline
HighTower Advisors, LLC8,203$356K<0.01%-413F-HRTimeline
Advisory Solutions Group, LLC8,023$349K0.12%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,992$347K<0.01%-70813F-HRTimelineGroup
SigFig Wealth Management, LLC7,835$342K0.01%+83913F-HRTimeline
Western Wealth Management, LLC7,504$326K0.01%+57213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,469$325K<0.01%-121,52813F-HRTimelineGroup
Brewster Financial Planning LLC7,431$323K0.18%+19813F-HRTimeline
Two West Capital Advisors LLC7,323$315K0.16%+2,62413F-HRTimeline
W.H. Cornerstone Investments Inc.7,209$313K0.18%+1,12213F-HRTimeline
HARBOUR INVESTMENTS, INC.7,177$312K<0.01%+6013F-HRTimeline
Beacon Pointe Advisors, LLC7,137$310K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,908$300K<0.01%+5013F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC6,762$294K<0.01%013F-HRTimeline
&PARTNERS6,673$290K<0.01%+97713F-HRTimeline
Whitegate Investment Counselors, Inc.6,379$277K0.08%+36113F-HRTimeline
Mariner, LLCin group Mariner, LLC6,233$271K<0.01%-7,62913F-HRTimelineGroup
CHOREO, LLC6,117$266K<0.01%+6713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,634$245K<0.01%-15713F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC5,177$225K0.09%-4913F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC4,915$214K0.06%new13F-HRTimeline
Dynamic Advisor Solutions LLC4,768$207K0.01%+2313F-HRTimeline
LifePlan Investment Advisors, Inc.4,628$201K0.07%-3,87913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,576$198K<0.01%+3,20513F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC4,159$181K<0.01%-2,05213F-HRTimeline
Key Financial Inc3,630$158K0.03%+98013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,280$143K0.01%+37813F-HRTimelineGroup
Godfrey Financial Associates, Inc.3,239$141K0.11%+3913F-HRTimeline
Hanson & Doremus Investment Management2,796$121K0.01%+17013F-HRTimeline
Armor Investment Advisors, LLC2,051$89.1K0.03%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,755$76.3K<0.01%-9113F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.1,164$50.6K0.03%+40113F-HRTimeline
Gen-Wealth Partners Inc931$40.5K0.01%+39613F-HRTimeline
AE Wealth Management LLC853$37.1K<0.01%+43813F-HRTimeline
Institute for Wealth Management, LLC.817$35.5K<0.01%new13F-HRTimeline
Oakmont Advisory Group, LLC805$35K0.03%new13F-HRTimeline
Triumph Capital Management605$26.3K<0.01%013F-HRTimeline
CVA Family Office, LLC601$26.1K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV428$18.6K<0.01%+20013F-HRTimeline
Physician Wealth Advisors, Inc.369$16K<0.01%+413F-HRTimeline
AMERIFLEX GROUP, INC.354$15.4K0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources350$15.2K<0.01%-4913F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC310$13.5K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management293$12.7K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…268$11.7K<0.01%013F-HRTimelineGroup
Fort Vancouver Investment Management, L…256$11.1K0.01%013F-HRTimeline
Parallel Advisors, LLC253$11K<0.01%new13F-HRTimeline
Arax Advisory Partners227$9.86K<0.01%new13F-HRTimeline
IFP Advisors, Inc157$6.82K<0.01%+213F-HRTimeline
Golden State Wealth Management, LLC105$4.56K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.70$3.04K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd68$2.96K<0.01%013F-HRTimeline
CoreCap Advisors, LLC66$2.87K<0.01%013F-HRTimeline
MATHER GROUP, LLC.42$1.82K<0.01%+1213F-HRTimeline
FMR LLCin group FMR LLC21$925<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8$348<0.01%013F-HRTimelineGroup
Larson Financial Group LLC8$348<0.01%-6813F-HRTimeline
Kilter Group LLC4$174<0.01%013F-HRTimeline