Skip to content
Disclosery

EUSB ISHARES TR

Follow

COM (fund)

171 managers (174 13F filers) reported a position in EUSB shares at 2025-06-30, 13,572,825 shares in all. 21 filers opened a position and 19 filers sold out during the quarter.

Managers
171
13F filers
174
New
21
Added
89
Reduced
40
Sold out
19
Shares held by filers
13,572,825

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.5,219,893$227M<0.01%+267,77613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,961,995$85.4M+337,977Timeline
LPL Financial LLC617,316$26.9M0.01%+141,00213F-HRTimeline
SigFig Wealth Management, LLC566,243$24.6M0.81%+22,92313F-HRTimeline
IMPACTfolio, LLC478,924$20.9M9.89%+16,79113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO395,713$17.2M<0.01%+8,53213F-HRTimelineGroup
SEEDS INVESTOR LLC330,494$14.4M3.38%-39,41713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\257,558$11.2M0.01%+3,36413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP257,195$11.2M0.01%+35,61213F-HRTimelineGroup
Allworth Financial LP225,155$9.81M0.05%+5,51613F-HRTimeline
Advisory Services Network, LLC158,759$6.88M0.11%+2,84413F-HRTimeline
Cetera Investment Advisers147,271$6.41M0.01%+35,35213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY141,702$6.17M<0.01%-4,53213F-HRTimelineGroup
One Wealth Advisors, LLC104,719$4.56M0.63%+9,23513F-HRTimeline
Stewardship Advisors, LLC102,017$4.44M1.12%-3,22213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC98,692$4.3M0.04%+27,69813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC88,685$3.86M0.01%+17,87013F-HRTimeline
Perigon Wealth Management, LLC88,496$3.85M0.09%-84313F-HRTimeline
GeoWealth Management, LLC72,478$3.16M0.12%-9,91113F-HRTimeline
Decker Retirement Planning Inc.68,912$3M1.74%+68,76713F-HRTimeline
Balanced Rock Investment Advisors LLC67,206$2.93M2.3%-143,92913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.65,827$2.87M0.01%+9,73213F-HR/ATimelineGroup
Jordan Park Group LLC63,271$2.76M0.18%-11,47813F-HRTimeline
RETIREMENT CAPITAL STRATEGIES60,612$2.64M1.05%+9,98713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding47,259$2.06M+3,262Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA46,548$2.03M<0.01%+4,04613F-HR/ATimelineGroup
Institute for Wealth Management, LLC.46,163$2.01M0.22%new13F-HRTimeline
Horst & Graben Wealth Management LLC45,690$1.99M0.33%+3,76413F-HRTimeline
Leonard Rickey Investment Advisors P.L.…44,737$1.95M0.39%-3,71613F-HRTimeline
Cambridge Investment Research Advisors,…43,763$1.91M0.01%+10,70613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…42,080$1.83M0.01%+4,09113F-HRTimelineGroup
OneDigital Investment Advisors LLC41,079$1.79M0.02%+7,51313F-HRTimeline
Baker Avenue Asset Management, LP40,879$1.78M0.05%-2,59513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC39,606$1.72M<0.01%+2,37913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.39,375$1.71M0.01%+6,16413F-HRTimelineGroup
Accredited Investors Inc.38,982$1.7M0.1%+5,70913F-HRTimeline
SOFI WEALTH, LLC38,621$1.68M0.1%+14,74913F-HRTimeline
Perennial Investment Advisors, LLC38,233$1.67M0.16%+2213F-HRTimeline
Sharkey, Howes & Javer36,664$1.6M0.21%+9,21413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC36,100$1.57M<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN35,599$1.55M<0.01%-7,22313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/35,427$1.54M<0.01%+5,27913F-HRTimelineGroup
Betterment LLC35,270$1.54M<0.01%-31913F-HRTimeline
NewEdge Advisors, LLC35,098$1.53M0.01%+3,92413F-HRTimeline
Haverford Trust Co34,728$1.51M0.01%new13F-HRTimeline
Janney Montgomery Scott LLC34,312$1.49M<0.01%+18,39913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,961$1.39M<0.01%-131,89413F-HRTimelineGroup
Johnson Bixby & Associates, LLC30,050$1.31M0.18%-66813F-HRTimeline
Tarbox Family Office, Inc.29,935$1.3M0.2%+5013F-HRTimeline
Skyline Advisors, Inc.28,793$1.25M0.46%+1,76213F-HRTimeline
Davis Wealth Advisors, LLC27,328$1.19M1.26%-1,22213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,362$1.15M<0.01%+95813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC26,277$1.14M<0.01%+4,60213F-HRTimelineGroup
BFSG, LLC25,365$1.1M0.12%+5,00013F-HRTimeline
Van Hulzen Asset Management, LLC24,762$1.08M0.09%013F-HRTimeline
FLOW TRADERS U.S. LLC22,483$979K0.04%new13F-HRTimeline
Sandbox Financial Partners, LLC22,401$976K0.31%+2,12513F-HRTimeline
UBS Group AGin group UBS Group AG21,107$919K<0.01%-74713F-HRTimelineGroup
Composition Wealth, LLC20,843$908K0.02%new13F-HRTimeline
Shared Vision Wealth Group LLC20,410$884K0.44%-7,61313F-HRTimeline
DOHJ, LLC20,508$878K0.26%+10113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC19,537$851K0.01%+1,62013F-HR/ATimelineGroup
Central Pacific Bank - Trust Division16,397$714K0.09%+7,94413F-HRTimeline
CW Advisors, LLC16,244$707K0.01%+2,47313F-HRTimeline
Steward Partners Investment Advisory, L…15,978$696K0.01%+42713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,864$691K0.01%-93613F-HRTimelineGroup
Ally Invest Advisors Inc.15,702$684K0.05%+2,70513F-HRTimeline
THEORY FINANCIAL LLC15,671$679K0.26%+1,19513F-HRTimeline
Charter Oak Capital Management, LLC15,292$666K0.06%+7,76913F-HRTimeline
SYNOVUS FINANCIAL CORP13,574$591K0.01%013F-HRTimeline
Rockport Wealth LLC13,536$589K0.14%013F-HRTimeline
Essential Planning, LLC.13,278$578K0.22%+28413F-HRTimeline
OLD MISSION CAPITAL LLC13,259$577K0.02%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers12,975$565K<0.01%+12913F-HRTimelineGroup
LifePlan Investment Advisors, Inc.12,482$544K0.27%+1,34513F-HRTimeline
Goldstein Advisors, LLC12,386$539K0.07%-15613F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP11,700$510K0.02%+30013F-HRTimelineGroup
RED CRANE WEALTH MANAGEMENT, LLC11,547$503K0.46%+15313F-HRTimeline
VALLEY NATIONAL ADVISERS INC11,432$497K0.08%-713F-HRTimeline
Sanctuary Advisors, LLC11,318$493K<0.01%+2,81713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…11,290$492K<0.01%-82,30013F-HR/ATimelineGroup
Integrated Wealth Concepts LLC10,954$477K<0.01%+1,66413F-HRTimeline
Farther Finance Advisors, LLC10,639$463K0.01%-1,33113F-HRTimeline
HighTower Advisors, LLC10,600$462K<0.01%-23913F-HRTimeline
Walkner Condon Financial Advisors LLC10,083$439K0.08%-67813F-HRTimeline
RFG Advisory, LLC9,755$425K0.01%+2,86813F-HRTimeline
Dynamic Advisor Solutions LLC9,727$424K0.01%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…9,610$418K0.16%-39913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,598$418K<0.01%+1,64113F-HRTimeline
HARBOUR INVESTMENTS, INC.9,523$415K0.01%+18813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,521$415K0.01%+12313F-HRTimelineGroup
Milestone Investment Advisors LLC9,463$412K0.11%-1213F-HRTimeline
KWB Wealth9,464$410K0.05%-97213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,928$389K<0.01%+1,92313F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC8,835$385K0.01%+39513F-HRTimelineGroup
Merit Financial Group, LLC8,828$384K<0.01%+2,81913F-HRTimeline
Valmark Advisers, Inc.8,671$378K0.01%new13F-HRTimeline
MGO ONE SEVEN LLC8,469$369K0.01%+2,00013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,301$362K<0.01%-34,14413F-HRTimelineGroup
Elios Financial Group Inc.8,089$352K0.16%+1,14913F-HRTimeline
Orion Porfolio Solutions, LLC7,787$339K<0.01%+2,68213F-HR/ATimeline
Optas, LLC7,702$335K0.06%-6513F-HRTimeline
World Investment Advisors7,550$329K0.01%+1,53513F-HRTimeline
Austin Private Wealth, LLC7,403$322K0.03%+1,87613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,363$321K0.01%+1,47713F-HRTimelineGroup
Financial Connections Group, Inc.7,361$320K0.13%+79013F-HRTimeline
Mason & Associates Inc6,999$305K0.07%-1513F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC6,942$302K0.14%+1,59613F-HRTimeline
Hoxton Planning & Management, LLC6,925$302K0.1%new13F-HRTimeline
Brewster Financial Planning LLC6,857$299K0.2%+2,09513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,762$294K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,684$291K<0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC6,309$275K<0.01%new13F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC6,270$273K0.01%-35613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.6,248$272K0.1%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,832$254K<0.01%+66013F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC5,778$252K0.24%-12413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,531$241K0.07%+5313F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC5,406$235K0.11%-10313F-HRTimeline
Whitegate Investment Counselors, Inc.5,150$224K0.08%new13F-HRTimeline
W.H. Cornerstone Investments Inc.5,031$219K0.14%-12113F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC4,992$217K0.04%new13F-HRTimeline
MBE Wealth Management, LLC4,922$214K0.09%-413F-HRTimeline
Spectrum Planning & Advisory Services I…4,897$213K0.14%-15113F-HRTimeline
Traveka Wealth, LLC4,818$210K0.11%-3913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,813$210K0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC4,804$209K0.01%+12413F-HRTimeline
Physician Wealth Advisors, Inc.4,431$193K0.03%+2313F-HRTimeline
Keener Financial Planning LLC4,399$191K0.1%013F-HRTimeline
First Horizon Advisors, Inc.4,105$179K<0.01%+2,70513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,717$162K<0.01%+2313F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,855$124K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC2,788$121K0.01%+913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,680$117K<0.01%+64413F-HRTimelineGroup
Key Financial Inc2,650$115K0.02%013F-HRTimeline
EP Wealth Advisors, LLC2,634$115K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management2,395$104K0.01%+2313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding2,014$87.7K+119Timeline
COMERICA BANK1,984$86.4K<0.01%+42113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,973$85.9K0.01%-45813F-HRTimeline
JFS WEALTH ADVISORS, LLC1,901$82.8K0.01%+38513F-HRTimeline
AE Wealth Management LLC1,443$62.8K<0.01%+30913F-HRTimeline
Rossby Financial, LCC1,235$53.8K0.02%-27413F-HRTimeline
Clarity Asset Management, Inc.1,159$50.5K0.03%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,111$48.3K0.02%new13F-HRTimeline
Global Retirement Partners, LLC676$29.4K<0.01%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…672$29.2K<0.01%+7213F-HRTimelineGroup
CVA Family Office, LLC601$26.2K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC587$25.6K<0.01%+9613F-HRTimeline
Transce3nd, LLC550$24K0.01%+6113F-HRTimeline
Gen-Wealth Partners Inc535$23.3K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources521$22.7K<0.01%+12113F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC468$20.4K<0.01%new13F-HR/ATimeline
EVOLUTION WEALTH MANAGEMENT INC.463$20.2K0.02%13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP341$14.8K0.01%13F-HRTimeline
Archer Investment Corp320$13.9K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC310$13.5K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management293$12.8K<0.01%013F-HRTimelineGroup
WealthTrak Capital Management LLC261$11.4K0.01%+5613F-HRTimeline
Fort Vancouver Investment Management, L…256$11.1K0.01%013F-HRTimeline
IFP Advisors, Inc151$6.59K<0.01%+813F-HRTimeline
AMERIFLEX GROUP, INC.151$6.59K<0.01%-813F-HRTimeline
Kilter Group LLC128$5.58K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC105$4.57K<0.01%013F-HRTimeline
Larson Financial Group LLC104$4.53K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.70$3.05K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd68$2.96K<0.01%013F-HRTimeline
CoreCap Advisors, LLC66$2.87K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.47$2.05K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC20$871<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.