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Disclosery

EUSB ISHARES TR

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COM (fund)

169 managers (171 13F filers) reported a position in EUSB shares at 2025-03-31, 12,798,865 shares in all. 26 filers opened a position and 16 filers sold out during the quarter.

Managers
169
13F filers
171
New
26
Added
69
Reduced
50
Sold out
16
Shares held by filers
12,798,865

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.4,952,117$215M<0.01%-172,22113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,624,018$70.4M-124,344Timeline
SigFig Wealth Management, LLC543,320$23.5M0.85%+8,07913F-HRTimeline
LPL Financial LLC476,314$20.6M0.01%+48,80913F-HRTimeline
IMPACTfolio, LLC462,133$20M10.52%+31,83613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO387,181$16.8M<0.01%+39,33413F-HRTimelineGroup
SEEDS INVESTOR LLC369,911$16M4.5%-4,01513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\254,194$11M0.01%+64,62113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP221,583$9.59M0.01%+21,30213F-HR/ATimelineGroup
Allworth Financial LP219,639$9.46M0.05%+11,38713F-HRTimeline
Balanced Rock Investment Advisors LLC211,135$9.15M7.29%-18,99713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC163,855$7.1M0.01%+67,45713F-HR/ATimelineGroup
Advisory Services Network, LLC155,915$6.75M0.13%+3,01813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY146,234$6.33M<0.01%+140,66713F-HRTimelineGroup
Cetera Investment Advisers111,919$4.85M0.01%+4,88513F-HRTimeline
Stewardship Advisors, LLC105,239$4.56M1.23%new13F-HRTimeline
One Wealth Advisors, LLC95,484$4.14M0.62%-8,17513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…93,590$4.03M0.01%-7,24513F-HR/ATimelineGroup
Perigon Wealth Management, LLC89,339$3.87M0.1%+19,27713F-HRTimeline
GeoWealth Management, LLC82,389$3.57M0.14%+51513F-HRTimeline
Jordan Park Group LLC74,749$3.24M0.24%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC70,994$3.08M0.04%+1,65913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC70,815$3.07M0.01%+68213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,095$2.43M0.01%-132,09013F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES50,625$2.19M0.86%-134,63113F-HRTimeline
Leonard Rickey Investment Advisors P.L.…48,453$2.07M0.45%+8613F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding43,997$1.91M+2,616Timeline
Baker Avenue Asset Management, LP43,474$1.88M0.06%+3,06713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN42,822$1.86M<0.01%+16,13913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA42,502$1.84M<0.01%+2,82513F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,445$1.84M<0.01%+37,44513F-HRTimelineGroup
Horst & Graben Wealth Management LLC41,926$1.82M0.33%-3,41713F-HRTimeline
Perennial Investment Advisors, LLC38,211$1.66M0.19%+22,28213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…37,989$1.65M0.01%+1,54413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC37,227$1.61M<0.01%+5,98713F-HRTimelineGroup
Atria Wealth Solutions, Inc.37,067$1.61M0.02%-3,89613F-HRTimeline
Betterment LLC35,589$1.54M<0.01%+4013F-HRTimeline
OneDigital Investment Advisors LLC33,566$1.45M0.02%+62613F-HRTimeline
Accredited Investors Inc.33,273$1.44M0.09%+13,53013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,211$1.44M0.01%+1,45313F-HRTimelineGroup
Cambridge Investment Research Advisors,…33,057$1.43M<0.01%-1,63213F-HRTimeline
NewEdge Advisors, LLC31,174$1.35M0.01%new13F-HRTimeline
Johnson Bixby & Associates, LLC30,718$1.33M0.2%+41713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/30,148$1.31M<0.01%+7,54513F-HRTimelineGroup
Tarbox Family Office, Inc.29,885$1.29M0.22%+7,99413F-HRTimeline
Davis Wealth Advisors, LLC28,550$1.24M1.4%+1,74613F-HRTimeline
Shared Vision Wealth Group LLC28,023$1.21M0.66%013F-HRTimeline
Sharkey, Howes & Javer27,450$1.19M0.17%+2,72113F-HRTimeline
Skyline Advisors, Inc.27,031$1.17M0.46%+3,65613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,404$1.1M<0.01%-2,93913F-HRTimeline
Van Hulzen Asset Management, LLC24,762$1.07M0.1%013F-HRTimeline
SOFI WEALTH, LLC23,872$1.03M0.08%+20,66913F-HRTimeline
UBS Group AGin group UBS Group AG21,854$947K<0.01%-17213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC21,675$939K<0.01%-61713F-HRTimelineGroup
DOHJ, LLC20,407$884K0.2%-83813F-HRTimeline
BFSG, LLC20,365$882K0.11%+49913F-HRTimeline
Sandbox Financial Partners, LLC20,276$878K0.31%-3,14713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC17,917$776K0.01%+7,35213F-HR/ATimelineGroup
Financial Advocates Investment Manageme…17,008$737K0.05%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,800$728K0.01%-62513F-HRTimelineGroup
Janney Montgomery Scott LLC15,913$689K<0.01%-1,19813F-HRTimeline
Steward Partners Investment Advisory, L…15,551$674K0.01%+26013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp15,415$668K<0.01%013F-HRTimelineGroup
THEORY FINANCIAL LLC14,476$627K0.26%+26413F-HRTimeline
CW Advisors, LLC13,771$597K0.01%+93613F-HRTimeline
SYNOVUS FINANCIAL CORP13,574$588K0.01%+22013F-HRTimeline
Rockport Wealth LLC13,536$586K0.21%013F-HRTimeline
Ally Invest Advisors Inc.12,997$563K0.05%+1,47713F-HRTimeline
Essential Planning, LLC.12,994$563K0.23%-864,10613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers12,846$556K<0.01%+1,95713F-HRTimelineGroup
Goldstein Advisors, LLC12,542$543K0.08%+13513F-HRTimeline
Carr Financial Group Corp12,224$530K0.17%-313F-HRTimeline
Farther Finance Advisors, LLC11,970$518K0.01%+2,70213F-HRTimeline
VALLEY NATIONAL ADVISERS INC11,439$495K0.09%-34913F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP11,400$494K0.02%new13F-HRTimelineGroup
RED CRANE WEALTH MANAGEMENT, LLC11,394$494K0.47%+2913F-HRTimeline
LifePlan Investment Advisors, Inc.11,137$482K0.28%+12613F-HRTimeline
HighTower Advisors, LLC10,839$470K<0.01%new13F-HRTimeline
Walkner Condon Financial Advisors LLC10,761$466K0.09%+2913F-HRTimeline
SAX WEALTH ADVISORS, LLC10,690$463K0.03%013F-HRTimeline
KWB Wealth10,436$443K0.05%+98113F-HRTimeline
Longview Financial Advisors, Inc.10,216$443K0.38%+1,01213F-HRTimeline
Investor's Fiduciary Advisor Network, L…10,009$433K0.2%+37713F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …9,751$423K0.03%-2,22013F-HRTimelineGroup
Dynamic Advisor Solutions LLC9,727$421K0.01%new13F-HRTimeline
Milestone Investment Advisors LLC9,475$410K0.11%+99613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,398$407K0.01%-14113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.9,335$404K0.01%+1,02813F-HRTimeline
Integrated Wealth Concepts LLC9,290$402K<0.01%+3,22613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,786$381K<0.01%-148,24913F-HRTimelineGroup
Sanctuary Advisors, LLC8,501$368K<0.01%-34413F-HRTimeline
Central Pacific Bank - Trust Division8,453$366K0.05%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,440$366K0.02%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,120$352K<0.01%-1213F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.7,957$345K<0.01%+32913F-HRTimeline
Optas, LLC7,767$336K0.06%+19113F-HRTimeline
Charter Oak Capital Management, LLC7,523$326K0.03%new13F-HRTimeline
Mason & Associates Inc7,014$304K0.08%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,005$303K<0.01%+58413F-HRTimelineGroup
Elios Financial Group Inc.6,940$301K0.15%-17913F-HRTimeline
TOWNSQUARE CAPITAL LLC6,922$300K<0.01%-2,44313F-HRTimeline
RFG Advisory, LLC6,887$298K0.01%-82713F-HRTimeline
Cable Hill Partners, LLC6,872$298K0.03%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,762$293K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC6,626$287K0.01%-5413F-HRTimeline
Financial Connections Group, Inc.6,571$284K0.13%-15,94413F-HRTimeline
MGO ONE SEVEN LLC6,469$280K0.01%-32013F-HRTimeline
World Investment Advisors6,015$261K0.01%+41813F-HRTimeline
Merit Financial Group, LLC6,009$260K<0.01%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC5,902$256K0.26%-16313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,886$255K0.01%-8113F-HRTimelineGroup
Tidemark, LLC5,619$243K0.09%+3613F-HRTimeline
Austin Private Wealth, LLC5,527$239K0.02%-2,49813F-HRTimeline
KEYVANTAGE WEALTH, LLC5,509$239K0.12%-7613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,478$237K0.06%+3413F-HRTimelineGroup
WEALTH ALLIANCE, LLC5,397$234K0.03%new13F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC5,346$232K0.12%+4713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding5,172$224K-16,061Timeline
W.H. Cornerstone Investments Inc.5,152$223K0.15%-8613F-HRTimeline
Orion Porfolio Solutions, LLC5,105$221K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC5,105$221K<0.01%new13F-HR/ATimeline
Spectrum Planning & Advisory Services I…5,048$219K0.18%+31713F-HRTimeline
MBE Wealth Management, LLC4,926$213K0.1%new13F-HRTimeline
Traveka Wealth, LLC4,857$210K0.12%new13F-HRTimeline
Brewster Financial Planning LLC4,762$206K0.15%013F-HRTimeline
IHT Wealth Management, LLC4,680$203K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.4,408$191K0.03%-25813F-HRTimeline
Keener Financial Planning LLC4,399$190K0.12%-16313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,694$157K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,855$124K<0.01%+2,71513F-HRTimelineGroup
GPS Wealth Strategies Group, LLC2,779$120K0.02%+1,31413F-HRTimeline
Key Financial Inc2,650$115K0.02%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,431$105K0.01%-3413F-HRTimeline
Hanson & Doremus Investment Management2,372$103K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,036$88K<0.01%+1,00613F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,895$82.1K<0.01%+313F-HRTimelineGroup
COMERICA BANK1,563$67.7K<0.01%-10213F-HRTimeline
JFS WEALTH ADVISORS, LLC1,516$65.7K<0.01%-5913F-HRTimeline
Rossby Financial, LCC1,509$65.2K0.03%new13F-HRTimeline
First Horizon Advisors, Inc.1,400$60.7K<0.01%-3313F-HRTimeline
AE Wealth Management LLC1,134$49.1K<0.01%-54513F-HRTimeline
Continuum Advisory, LLC927$40.2K0.01%-4913F-HRTimeline
CVA Family Office, LLC601$26K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…600$26K<0.01%-5713F-HRTimelineGroup
Gen-Wealth Partners Inc535$23.2K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC491$21.3K<0.01%013F-HRTimeline
Transce3nd, LLC489$21.2K0.01%-7313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources400$17.3K<0.01%+113F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp391$16.9K<0.01%new13F-HRTimelineGroup
Archer Investment Corp320$13.9K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC310$13.4K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management293$12.7K<0.01%013F-HRTimelineGroup
Fort Vancouver Investment Management, L…256$11.1K0.01%+4613F-HRTimeline
WealthTrak Capital Management LLC205$8.88K0.01%013F-HRTimeline
WASHINGTON TRUST Co161$6.97K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.159$6.89K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.145$6.28K<0.01%013F-HRTimeline
IFP Advisors, Inc143$6.2K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC105$4.55K<0.01%new13F-HR/ATimeline
Larson Financial Group LLC104$4.5K<0.01%013F-HRTimeline
MATHER GROUP, LLC.73$3.16K<0.01%+3613F-HRTimeline
BARRETT & COMPANY, INC.70$3.03K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd68$2.95K<0.01%013F-HRTimeline
CoreCap Advisors, LLC66$2.86K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC58$2.51K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.47$2.04K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC45$1.93K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC31$1.34K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-3,41613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.