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Disclosery

EUSB ISHARES TR

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COM (fund)

161 managers (164 13F filers) reported a position in EUSB shares at 2024-12-31, 13,656,427 shares in all. 19 filers opened a position and 24 filers sold out during the quarter.

Managers
161
13F filers
164
New
19
Added
56
Reduced
58
Sold out
24
Shares held by filers
13,656,427

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.5,124,338$218M<0.01%+74,15813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,748,362$74.3M-743,531Timeline
Essential Planning, LLC.877,100$37.9M0.25%+863,54613F-HRTimeline
SigFig Wealth Management, LLC535,241$22.8M0.82%+29,64313F-HRTimeline
IMPACTfolio, LLC430,297$18.3M9.49%+21,72713F-HRTimeline
LPL Financial LLC427,505$18.2M0.01%+44,82513F-HRTimeline
SEEDS INVESTOR LLC373,926$15.9M4.53%+7,82313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO347,847$14.8M<0.01%-17,80813F-HRTimelineGroup
Balanced Rock Investment Advisors LLC230,132$9.78M7.74%+4,80613F-HRTimeline
Allworth Financial LP208,252$8.87M0.05%+21,65113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP200,281$8.51M0.01%+20,38513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\189,573$8.05M0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.188,185$7.99M0.02%+13,49413F-HR/ATimelineGroup
RETIREMENT CAPITAL STRATEGIES185,256$7.87M2.98%-53,86313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC157,035$6.67M0.01%+152,11213F-HRTimelineGroup
Advisory Services Network, LLC152,897$6.5M0.12%+2,80813F-HRTimeline
Cetera Investment Advisers107,034$4.55M0.01%-35,52313F-HRTimeline
One Wealth Advisors, LLC103,659$4.4M0.65%-28,34313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…100,835$4.33M0.01%-5,47213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC96,398$4.09M0.01%+39,90813F-HRTimelineGroup
GeoWealth Management, LLC81,874$3.48M0.11%-56,56813F-HRTimeline
Jordan Park Group LLC74,749$3.18M0.23%013F-HRTimeline
MML INVESTORS SERVICES, LLC70,133$2.98M0.01%-23,95113F-HRTimeline
Perigon Wealth Management, LLC70,062$2.98M0.07%-9,25413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC69,335$2.94M0.03%-26,43313F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…48,367$2.05M0.47%-44913F-HRTimeline
Horst & Graben Wealth Management LLC45,343$1.93M0.34%-8,71213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding41,381$1.76M+14,691Timeline
Atria Wealth Solutions, Inc.40,963$1.74M0.02%-19,78713F-HRTimeline
Baker Avenue Asset Management, LP40,407$1.72M0.05%-2,30513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA39,677$1.69M<0.01%-3,39913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…36,445$1.55M0.01%-10,66013F-HRTimelineGroup
Betterment LLC35,549$1.51M<0.01%+1,07813F-HRTimeline
Cambridge Investment Research Advisors,…34,689$1.47M<0.01%-16,35213F-HRTimeline
OneDigital Investment Advisors LLC32,940$1.4M0.02%+84713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.31,758$1.35M0.01%-10,54913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC31,240$1.33M<0.01%13F-HR/ATimelineGroup
Johnson Bixby & Associates, LLC30,301$1.29M0.2%+95013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,343$1.2M<0.01%+35513F-HRTimeline
Shared Vision Wealth Group LLC28,023$1.19M0.63%+7813F-HRTimeline
Davis Wealth Advisors, LLC26,804$1.14M1.25%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN26,683$1.13M<0.01%+6,81113F-HRTimelineGroup
Van Hulzen Asset Management, LLC24,762$1.05M0.08%013F-HRTimeline
Sharkey, Howes & Javer24,729$1.05M0.15%-8,86613F-HRTimeline
Sandbox Financial Partners, LLC23,423$995K0.33%+85513F-HRTimeline
Skyline Advisors, Inc.23,375$993K0.39%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/22,603$960K<0.01%+67413F-HRTimelineGroup
FLOW TRADERS U.S. LLC22,580$959K0.04%+6,48813F-HRTimeline
Financial Connections Group, Inc.22,515$956K0.46%+32713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC22,292$947K<0.01%-6,20413F-HRTimelineGroup
UBS Group AGin group UBS Group AG22,026$936K<0.01%+1,12013F-HRTimelineGroup
Tarbox Family Office, Inc.21,891$930K0.15%+1,38713F-HRTimeline
DOHJ, LLC21,245$902K0.21%+1,28913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding21,233$902K-413Timeline
BFSG, LLC19,866$844K0.1%+2913F-HRTimeline
Accredited Investors Inc.19,743$839K0.05%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,425$740K0.01%+93513F-HRTimelineGroup
Janney Montgomery Scott LLC17,111$727K<0.01%-4,62513F-HRTimeline
Financial Advocates Investment Manageme…17,008$723K0.04%new13F-HRTimeline
Perennial Investment Advisors, LLC15,929$677K0.08%+3,37813F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp15,415$655K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…15,291$650K0.01%-1,68513F-HRTimeline
THEORY FINANCIAL LLC14,212$604K0.25%new13F-HRTimeline
Rockport Wealth LLC13,536$575K0.26%013F-HRTimeline
SYNOVUS FINANCIAL CORP13,354$567K0.01%+36513F-HRTimeline
CW Advisors, LLC12,835$545K0.01%-4,73613F-HRTimeline
Goldstein Advisors, LLC12,407$527K0.08%+1,22913F-HRTimeline
Carr Financial Group Corp12,227$519K0.16%+12913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …11,971$505K0.03%-4,39313F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC11,788$500K0.09%+29413F-HRTimeline
Ally Invest Advisors Inc.11,520$489K0.04%+1,19513F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC11,365$483K0.46%13F-HRTimeline
LifePlan Investment Advisors, Inc.11,011$468K0.29%+2,72413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers10,889$463K<0.01%new13F-HRTimelineGroup
Walkner Condon Financial Advisors LLC10,732$456K0.09%+1,63313F-HRTimeline
SAX WEALTH ADVISORS, LLC10,690$454K0.04%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,565$449K<0.01%+513F-HRTimelineGroup
KWB Wealth9,455$419K0.05%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…9,632$409K0.16%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,539$405K0.01%-29513F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC9,365$398K<0.01%+1,79913F-HRTimeline
Farther Finance Advisors, LLC9,268$394K0.01%-39713F-HRTimeline
Longview Financial Advisors, Inc.9,204$391K0.31%+1013F-HRTimeline
Sanctuary Advisors, LLC8,845$379K<0.01%-99213F-HRTimeline
Milestone Investment Advisors LLC8,479$360K0.1%+5,36013F-HRTimeline
Central Pacific Bank - Trust Division8,453$359K0.05%013F-HRTimeline
HARBOUR INVESTMENTS, INC.8,307$353K0.01%-22213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,132$345K<0.01%+51213F-HRTimelineGroup
Austin Private Wealth, LLC8,025$341K0.03%-2,89913F-HRTimeline
RFG Advisory, LLC7,714$328K0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.7,628$324K<0.01%-2,73913F-HRTimeline
Optas, LLC7,576$322K0.07%+42413F-HRTimeline
Elios Financial Group Inc.7,119$302K0.14%+70013F-HRTimeline
Cable Hill Partners, LLC6,872$292K0.03%-2113F-HRTimeline
MGO ONE SEVEN LLC6,789$288K0.01%-1,86713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,762$287K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC6,680$284K0.01%new13F-HRTimeline
Venturi Wealth Management, LLC6,668$283K0.01%+56913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,421$273K<0.01%-4,15913F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC6,065$258K0.25%13F-HRTimeline
Integrated Wealth Concepts LLC6,064$258K<0.01%-5,74913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,967$253K0.01%-3,42513F-HRTimelineGroup
OLD MISSION CAPITAL LLC5,842$248K0.01%new13F-HRTimeline
World Investment Advisors5,597$238K0.01%-2,66913F-HRTimeline
KEYVANTAGE WEALTH, LLC5,585$237K0.17%13F-HRTimeline
Tidemark, LLC5,583$237K0.09%-1,03513F-HRTimeline
Tempus Wealth Planning, LLC5,577$237K0.07%+9913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,567$236K<0.01%+3,61313F-HR/ATimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,444$231K0.06%+6813F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC5,330$226K0.01%13F-HRTimeline
Williams Financial, LLC5,325$226K0.14%+6013F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC5,299$225K0.11%13F-HRTimeline
W.H. Cornerstone Investments Inc.5,238$223K0.15%+15213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,000$212K<0.01%-3,18013F-HRTimelineGroup
Institute for Wealth Management, LLC.4,819$205K0.03%-20313F-HRTimeline
Brewster Financial Planning LLC4,762$202K0.15%new13F-HRTimeline
Spectrum Planning & Advisory Services I…4,731$201K0.17%-2,07413F-HRTimeline
Physician Wealth Advisors, Inc.4,666$198K0.03%+3613F-HRTimeline
Keener Financial Planning LLC4,562$193K0.11%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,694$157K<0.01%+8213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…3,416$145K0.01%-1,24313F-HRTimeline
SOFI WEALTH, LLC3,203$136K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,465$105K0.01%-85113F-HRTimeline
Hanson & Doremus Investment Management2,372$101K0.02%+76513F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,892$80.4K<0.01%+513F-HRTimelineGroup
AE Wealth Management LLC1,679$71.3K<0.01%new13F-HRTimeline
COMERICA BANK1,665$70.7K<0.01%-98913F-HR/ATimeline
JFS WEALTH ADVISORS, LLC1,575$66.9K<0.01%-78513F-HRTimeline
GPS Wealth Strategies Group, LLC1,465$62.3K0.01%+113F-HRTimeline
First Horizon Advisors, Inc.1,433$60.9K<0.01%-5,95313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,030$44K<0.01%-27013F-HRTimelineGroup
Continuum Advisory, LLC976$41.5K0.01%-54213F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.722$30.7K0.03%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…657$27.9K<0.01%-57413F-HRTimelineGroup
CVA Family Office, LLC601$25.5K<0.01%013F-HRTimeline
Transce3nd, LLC562$23.9K0.01%13F-HRTimeline
Aptus Capital Advisors, LLC491$20.9K<0.01%-6,03413F-HRTimeline
ORG Partners LLC431$18.3K<0.01%-23413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources399$16.9K<0.01%-11213F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP359$15.3K<0.01%-30613F-HRTimeline
Archer Investment Corp320$13.6K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management293$12.4K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC255$10.8K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC232$9.86K<0.01%013F-HRTimeline
Fort Vancouver Investment Management, L…210$8.92K0.01%013F-HRTimeline
WealthTrak Capital Management LLC205$8.71K0.01%13F-HRTimeline
WASHINGTON TRUST Co161$6.84K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.145$6.16K<0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC140$6K<0.01%-21613F-HRTimelineGroup
Larson Financial Group LLC104$4.42K<0.01%013F-HRTimeline
Atlatl Advisers LLC81$3.44K<0.01%13F-HRTimeline
Parallel Advisors, LLC73$3.1K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.70$2.97K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd68$2.89K<0.01%013F-HRTimeline
CoreCap Advisors, LLC66$2.8K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.47$2K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.37$1.57K<0.01%-3013F-HRTimeline
Sugarloaf Wealth Management, LLC36$1.53K<0.01%-85813F-HRTimeline
Global Financial Private Client, LLC31$1.32K<0.01%+213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC24$1.02K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB3$127<0.01%new13F-HRTimeline