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Disclosery

EUSB ISHARES TR

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COM (fund)

150 managers (152 13F filers) reported a position in EUSB shares at 2025-09-30, 12,390,380 shares in all. 12 filers opened a position and 28 filers sold out during the quarter.

Managers
150
13F filers
152
New
12
Added
66
Reduced
51
Sold out
28
Shares held by filers
12,390,380

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.5,249,538$231M<0.01%+29,64513F-HRTimelineGroup
SigFig Wealth Management, LLC614,694$27M0.84%+48,45113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding597,675$26.2M-1,364,320Timeline
IMPACTfolio, LLC522,656$23M9.9%+43,73213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…456,091$20M0.04%+444,80113F-HRTimelineGroup
LPL Financial LLC415,161$18.2M0.01%-202,15513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO371,055$16.3M<0.01%-24,65813F-HR/ATimelineGroup
SEEDS INVESTOR LLC345,073$15.2M3.2%+14,57913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP298,530$13.1M0.01%+41,33513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC290,680$12.8M0.01%new13F-HRTimelineGroup
Allworth Financial LP233,824$10.3M0.05%+8,66913F-HRTimeline
Advisory Services Network, LLC155,136$6.81M0.1%-3,62313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY144,409$6.34M<0.01%+2,70713F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC110,910$4.87M0.01%+78,94913F-HRTimelineGroup
Stewardship Advisors, LLC104,472$4.59M1.09%+2,45513F-HRTimeline
One Wealth Advisors, LLC85,762$3.77M0.47%-18,95713F-HRTimeline
Perigon Wealth Management, LLC78,621$3.45M0.07%-9,87513F-HRTimeline
FLOW TRADERS U.S. LLC76,306$3.35M0.14%+53,82313F-HRTimeline
Jordan Park Group LLC74,646$3.28M0.19%+11,37513F-HRTimeline
Balanced Rock Investment Advisors LLC70,136$3.08M2.25%+2,93013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\66,614$2.93M<0.01%-190,94413F-HRTimelineGroup
Decker Retirement Planning Inc.65,207$2.86M1.58%-3,70513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.63,094$2.76M<0.01%-2,73313F-HRTimelineGroup
Cetera Investment Advisers60,597$2.66M<0.01%-86,67413F-HRTimeline
RETIREMENT CAPITAL STRATEGIES60,263$2.65M1.02%-34913F-HRTimeline
GeoWealth Management, LLC59,046$2.59M0.09%-13,43213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding49,785$2.19M+2,526Timeline
SOFI WEALTH, LLC49,487$2.17M0.12%+10,86613F-HRTimeline
Betterment LLC47,673$2.09M<0.01%+12,40313F-HRTimeline
Institute for Wealth Management, LLC.46,383$2.04M0.21%+22013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…45,028$1.98M0.37%+29113F-HRTimeline
Baker Avenue Asset Management, LP43,198$1.9M0.05%+2,31913F-HRTimeline
OneDigital Investment Advisors LLC41,636$1.83M0.02%+55713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/39,317$1.73M<0.01%+3,89013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA39,209$1.72M<0.01%-7,33913F-HRTimelineGroup
Accredited Investors Inc.39,187$1.72M0.1%+20513F-HRTimeline
Perennial Investment Advisors, LLC38,567$1.69M0.14%+33413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC37,359$1.64M<0.01%+10,99713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,452$1.6M<0.01%+28,15113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC36,240$1.59M<0.01%-3,36613F-HRTimelineGroup
NewEdge Advisors, LLC35,968$1.58M0.01%+87013F-HRTimeline
MML INVESTORS SERVICES, LLC35,791$1.57M<0.01%-52,89413F-HRTimeline
Haverford Trust Co34,728$1.53M0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN33,150$1.46M<0.01%-2,44913F-HRTimelineGroup
Skyline Advisors, Inc.31,292$1.37M0.47%+2,49913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…31,285$1.37M0.01%-10,79513F-HRTimelineGroup
Johnson Bixby & Associates, LLC30,068$1.32M0.17%+1813F-HRTimeline
Tarbox Family Office, Inc.29,570$1.3M0.19%-36513F-HRTimeline
Davis Wealth Advisors, LLC29,299$1.29M1.16%+1,97113F-HRTimeline
Sandbox Financial Partners, LLC25,720$1.13M0.32%+3,31913F-HRTimeline
UBS Group AGin group UBS Group AG25,333$1.11M<0.01%+4,22613F-HRTimelineGroup
BFSG, LLC25,233$1.11M0.11%-13213F-HRTimeline
Van Hulzen Asset Management, LLC24,762$1.09M0.08%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC24,748$1.09M0.01%-73,94413F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC24,700$1.08M<0.01%-11,40013F-HRTimelineGroup
Charter Oak Capital Management, LLC24,351$1.07M0.08%+9,05913F-HRTimeline
Shared Vision Wealth Group LLC23,728$1.05M0.45%+3,31813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,971$1.01M0.01%-16,40413F-HRTimelineGroup
Horst & Graben Wealth Management LLC20,909$918K0.14%-24,78113F-HRTimeline
Cambridge Investment Research Advisors,…19,968$877K<0.01%-23,79513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC19,497$856K0.01%-4013F-HR/ATimelineGroup
Sharkey, Howes & Javer18,664$820K0.11%-18,00013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,543$770K0.01%+1,67913F-HRTimelineGroup
HighTower Advisors, LLC16,683$733K<0.01%+6,08313F-HRTimeline
Central Pacific Bank - Trust Division16,397$720K0.09%013F-HRTimeline
Janney Montgomery Scott LLC16,232$713K<0.01%-18,08013F-HRTimeline
Ally Invest Advisors Inc.15,175$666K0.05%-52713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,585$641K<0.01%+1,61013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC14,183$623K<0.01%-12,09413F-HRTimelineGroup
Farther Finance Advisors, LLC13,844$608K0.01%+3,20513F-HRTimeline
Rockport Wealth LLC13,536$595K0.12%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC13,368$587K0.01%+6,68413F-HRTimeline
Essential Planning, LLC.13,288$584K0.2%+1013F-HRTimeline
SYNOVUS FINANCIAL CORP13,183$579K0.01%-39113F-HRTimeline
Goldstein Advisors, LLC12,822$563K0.07%+43613F-HRTimeline
VALLEY NATIONAL ADVISERS INC12,841$563K0.09%+1,40913F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP12,700$558K0.02%+1,00013F-HRTimelineGroup
Steward Partners Investment Advisory, L…11,955$525K<0.01%-4,02313F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC11,604$510K0.43%+5713F-HRTimeline
THEORY FINANCIAL LLC11,493$509K0.18%-4,17813F-HRTimeline
Milestone Investment Advisors LLC10,290$452K0.11%+82713F-HRTimeline
Integrated Wealth Concepts LLC9,904$435K<0.01%-1,05013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.9,866$433K0.14%+3,61813F-HRTimeline
Walkner Condon Financial Advisors LLC9,771$429K0.07%-31213F-HRTimeline
Dynamic Advisor Solutions LLC9,727$427K0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,521$418K0.01%013F-HRTimelineGroup
KWB Wealth9,432$411K0.05%-3213F-HRTimeline
HARBOUR INVESTMENTS, INC.9,326$410K0.01%-19713F-HRTimeline
Valmark Advisers, Inc.9,066$398K0.01%+39513F-HRTimeline
RFG Advisory, LLC8,502$373K0.01%-1,25313F-HRTimeline
LifePlan Investment Advisors, Inc.8,446$371K0.16%-4,03613F-HRTimeline
Financial Connections Group, Inc.7,617$334K0.13%+25613F-HRTimeline
IHT Wealth Management, LLC7,273$319K0.01%+2,46913F-HRTimeline
Mason & Associates Inc7,266$319K0.06%+26713F-HRTimeline
Brewster Financial Planning LLC6,999$307K0.19%+14213F-HRTimeline
Sonoma Allocations LLC6,812$301K0.11%13F-HRTimeline
Mariner, LLCin group Mariner, LLC6,762$297K<0.01%+45313F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC6,762$297K<0.01%013F-HRTimeline
Rossby Financial, LCC6,339$278K0.09%+5,10413F-HRTimeline
Ashton Thomas Private Wealth, LLC6,295$276K0.01%+2513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC6,189$272K0.01%-2,64613F-HRTimelineGroup
Northeast Financial Group, Inc.in group Northeast Financial Group, In…6,144$270K0.07%new13F-HRTimelineGroup
Traveka Wealth, LLC5,840$256K0.11%+1,02213F-HRTimeline
Oregon Pacific Wealth Management, LLC5,806$255K0.22%+2813F-HRTimeline
GC Wealth Management RIA, LLC5,660$249K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,575$245K<0.01%-25713F-HRTimelineGroup
Keener Financial Planning LLC5,477$240K0.11%+1,07813F-HRTimeline
&PARTNERS5,404$237K<0.01%new13F-HRTimeline
KEYVANTAGE WEALTH, LLC5,226$230K0.1%-18013F-HRTimeline
SAX WEALTH ADVISORS, LLC5,176$227K0.01%new13F-HRTimeline
Whitegate Investment Counselors, Inc.5,150$226K0.07%013F-HRTimeline
W.H. Cornerstone Investments Inc.5,076$223K0.14%+4513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC5,067$223K0.04%+7513F-HRTimeline
Spectrum Planning & Advisory Services I…4,923$216K0.12%+2613F-HRTimeline
AE Wealth Management LLC4,922$216K<0.01%+3,47913F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC4,852$213K0.1%-2,09013F-HRTimeline
Lifelong Wealth Advisors, Inc.4,709$207K0.06%new13F-HRTimeline
Physician Wealth Advisors, Inc.4,451$195K0.03%+2013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,717$163K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,855$125K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC2,798$123K0.01%+1013F-HRTimeline
Key Financial Inc2,650$116K0.02%013F-HRTimeline
Hanson & Doremus Investment Management2,486$109K0.01%+9113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding1,838$80.7K-176Timeline
Capital Analysts, LLCin group Capital Analysts, LLC1,371$60K<0.01%-1,30913F-HRTimelineGroup
MAI Capital Management1,347$59.2K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,258$55.3K<0.01%new13F-HRTimelineGroup
Clarity Asset Management, Inc.1,170$51.4K0.03%+1113F-HRTimeline
CVA Family Office, LLC601$26.4K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc535$23.5K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV525$23.1K<0.01%-1,44813F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.463$20.3K0.02%013F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources416$18.3K<0.01%-10513F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC310$13.6K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…300$13.2K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management293$12.9K<0.01%013F-HRTimelineGroup
Fort Vancouver Investment Management, L…256$11.2K0.01%013F-HRTimeline
IFP Advisors, Inc152$6.68K<0.01%+113F-HR/ATimeline
Golden State Wealth Management, LLC105$4.61K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.70$3.08K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd68$2.99K<0.01%013F-HRTimeline
CoreCap Advisors, LLC66$2.9K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC60$2.63K<0.01%-52713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.44$2.06K<0.01%-313F-HRTimelineGroup
Larson Financial Group LLC39$1.71K<0.01%-6513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…28$1.23K<0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.22$966<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC20$879<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.6$264<0.01%new13F-HRTimeline
Kilter Group LLC4$176<0.01%-12413F-HRTimeline