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Disclosery

EUSB ISHARES TR

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COM (fund)

154 managers (156 13F filers) reported a position in EUSB shares at 2025-12-31, 12,468,236 shares in all. 11 filers opened a position and 13 filers sold out during the quarter.

Managers
154
13F filers
156
New
11
Added
69
Reduced
45
Sold out
13
Shares held by filers
12,468,236

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.5,290,960$232M<0.01%+41,42213F-HRTimelineGroup
SigFig Wealth Management, LLC631,412$27.7M0.83%+16,71813F-HRTimeline
IMPACTfolio, LLC602,200$26.4M11.1%+79,54413F-HRTimeline
LPL Financial LLC584,922$25.7M0.01%+169,76113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding575,280$25.3M-22,395Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…430,304$18.9M0.03%-25,78713F-HRTimelineGroup
SEEDS INVESTOR LLC359,666$15.8M3.03%+14,59313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP317,943$14M0.01%+19,41313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO298,894$13.1M<0.01%-72,16113F-HRTimelineGroup
Allworth Financial LP239,592$10.5M0.04%+5,76813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY157,030$6.9M<0.01%+12,62113F-HR/ATimelineGroup
Advisory Services Network, LLC155,303$6.82M0.1%+16713F-HRTimeline
Bond & Devick Financial Network, Inc.128,903$5.66M1.59%new13F-HRTimeline
Stewardship Advisors, LLC82,999$3.64M0.84%-21,47313F-HRTimeline
One Wealth Advisors, LLC81,818$3.59M0.44%-3,94413F-HRTimeline
Perigon Wealth Management, LLC80,772$3.55M0.06%+2,15113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC76,596$3.36M<0.01%-214,08413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA74,879$3.29M<0.01%+35,67013F-HRTimelineGroup
Jordan Park Group LLC74,646$3.28M0.19%013F-HRTimeline
Decker Retirement Planning Inc.71,609$3.14M1.56%+6,40213F-HRTimeline
Balanced Rock Investment Advisors LLC71,394$3.13M2.23%+1,25813F-HRTimeline
Cetera Investment Advisers70,365$3.09M<0.01%+9,76813F-HRTimeline
RETIREMENT CAPITAL STRATEGIES69,524$3.05M1.13%+9,26113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\66,614$2.93M<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,162$2.6M<0.01%-3,93213F-HRTimelineGroup
SOFI WEALTH, LLC57,386$2.52M0.13%+7,89913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding51,368$2.26M+1,583Timeline
Baker Avenue Asset Management, LP49,884$2.19M0.05%+6,68613F-HRTimeline
Betterment LLC47,201$2.07M<0.01%-47213F-HRTimeline
GeoWealth Management, LLC44,660$1.96M0.07%-14,38613F-HRTimeline
OneDigital Investment Advisors LLC41,969$1.84M0.02%+33313F-HRTimeline
Leonard Rickey Investment Advisors P.L.…41,771$1.83M0.33%-3,25713F-HRTimeline
Accredited Investors Inc.40,733$1.79M0.09%+1,54613F-HRTimeline
Perennial Investment Advisors, LLC40,183$1.76M0.14%+1,61613F-HRTimeline
MML INVESTORS SERVICES, LLC40,072$1.76M<0.01%+4,28113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN40,011$1.76M<0.01%+6,86113F-HRTimelineGroup
NewEdge Advisors, LLC39,737$1.74M0.01%+3,76913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/39,676$1.74M<0.01%+35913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC36,718$1.61M<0.01%-64113F-HRTimeline
Haverford Trust Co35,865$1.57M0.01%+1,13713F-HRTimeline
Charter Oak Capital Management, LLC35,313$1.55M0.12%+10,96213F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS34,452$1.51M0.79%13F-HRTimeline
Skyline Advisors, Inc.33,473$1.47M0.49%+2,18113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC32,140$1.41M<0.01%-4,10013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…31,384$1.38M0.01%+9913F-HRTimelineGroup
Tarbox Family Office, Inc.29,942$1.31M0.21%+37213F-HRTimeline
Johnson Bixby & Associates, LLC29,643$1.3M0.16%-42513F-HRTimeline
Davis Wealth Advisors, LLC28,675$1.26M1.05%-62413F-HRTimeline
UBS Group AGin group UBS Group AG27,599$1.21M<0.01%+2,26613F-HRTimelineGroup
BFSG, LLC27,058$1.19M0.12%+1,82513F-HRTimeline
Contango Wealth Management LLC26,513$1.16M1.3%13F-HRTimeline
Van Hulzen Asset Management, LLC24,635$1.08M0.08%-12713F-HRTimeline
Xena Financial Planning, LLC24,460$1.07M1.26%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC23,948$1.05M0.01%-80013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,508$1.03M0.01%+53713F-HRTimelineGroup
Cambridge Investment Research Advisors,…22,046$968K<0.01%+2,07813F-HRTimeline
Central Pacific Bank - Trust Division21,932$963K0.12%+5,53513F-HRTimeline
Sandbox Financial Partners, LLC21,812$958K0.27%-3,90813F-HRTimeline
Horst & Graben Wealth Management LLC20,850$916K0.14%-5913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC20,400$896K<0.01%-4,30013F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management19,199$843K0.01%+1,65613F-HRTimelineGroup
Sharkey, Howes & Javer17,190$755K0.1%-1,47413F-HRTimeline
KWB Wealth16,953$744K0.07%+7,52113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC16,880$741K<0.01%-2,61713F-HRTimelineGroup
Janney Montgomery Scott LLC16,669$732K<0.01%+43713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers15,397$676K<0.01%+81213F-HRTimelineGroup
Ally Invest Advisors Inc.15,010$659K0.05%-16513F-HRTimeline
FLOW TRADERS U.S. LLC14,303$628K0.02%-62,00313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14,158$622K<0.01%-2513F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC14,084$618K0.09%+1,24313F-HRTimeline
Sonoma Allocations LLC13,941$610K0.2%+7,12913F-HRTimeline
Rockport Wealth LLC13,536$594K0.12%013F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP13,500$592K0.02%+80013F-HRTimelineGroup
Essential Planning, LLC.13,301$584K0.19%+1313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …13,297$584K<0.01%13F-HR/ATimelineGroup
Milestone Investment Advisors LLC13,270$583K0.14%+2,98013F-HRTimeline
GC Wealth Management RIA, LLC13,064$574K0.02%+7,40413F-HRTimeline
Goldstein Advisors, LLC12,912$567K0.06%+9013F-HRTimeline
Steward Partners Investment Advisory, L…12,862$565K<0.01%+90713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.12,502$549K0.17%+2,63613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC12,424$546K0.01%-94413F-HRTimeline
Shared Vision Wealth Group LLC12,088$532K0.22%-11,64013F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC11,827$519K0.42%+22313F-HRTimeline
THEORY FINANCIAL LLC11,478$505K0.17%-1513F-HRTimeline
Farther Finance Advisors, LLC11,495$505K0.01%-2,34913F-HRTimeline
Walkner Condon Financial Advisors LLC9,746$428K0.06%-2513F-HRTimeline
Avise Financial Cooperative, Inc.9,718$427K0.38%13F-HRTimeline
Archer Investment Management, LLC9,710$426K0.23%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,669$425K0.01%+14813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…9,614$422K<0.01%new13F-HRTimelineGroup
Traveka Wealth, LLC9,097$399K0.16%+3,25713F-HRTimeline
Valmark Advisers, Inc.9,066$398K<0.01%013F-HRTimeline
Financial Connections Group, Inc.8,482$372K0.13%+86513F-HRTimeline
LifePlan Investment Advisors, Inc.8,446$371K0.15%013F-HRTimeline
HighTower Advisors, LLC8,131$357K<0.01%-8,55213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC8,117$356K0.06%+3,05013F-HRTimeline
Dynamic Advisor Solutions LLC7,896$347K0.01%-1,83113F-HRTimeline
Keener Financial Planning LLC7,756$340K0.15%+2,27913F-HRTimeline
Mason & Associates Inc7,466$328K0.06%+20013F-HRTimeline
IHT Wealth Management, LLC7,252$318K0.01%-2113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp7,237$318K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,237$318K<0.01%+47513F-HRTimelineGroup
Brewster Financial Planning LLC7,233$318K0.2%+23413F-HRTimeline
Western Wealth Management, LLC6,960$306K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,762$297K<0.01%013F-HRTimeline
Rossby Financial, LCC6,701$294K0.09%+36213F-HRTimeline
HARBOUR INVESTMENTS, INC.6,665$293K0.01%-2,66113F-HRTimeline
Ashton Thomas Private Wealth, LLC6,151$270K0.01%-14413F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…6,144$270K0.03%13F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…6,027$265K0.07%-11713F-HRTimelineGroup
Integrated Wealth Concepts LLC5,776$254K<0.01%-4,12813F-HRTimeline
&PARTNERS5,629$247K<0.01%+22513F-HRTimeline
KEYVANTAGE WEALTH, LLC5,226$229K0.1%013F-HRTimeline
Whitegate Investment Counselors, Inc.5,179$227K0.07%+2913F-HRTimeline
W.H. Cornerstone Investments Inc.5,136$226K0.14%+6013F-HRTimeline
Spectrum Planning & Advisory Services I…4,953$217K0.11%+3013F-HRTimeline
Balance Wealth Partners LLC4,922$216K0.07%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC4,667$205K0.01%-50913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,512$198K<0.01%-1,06313F-HRTimelineGroup
Physician Wealth Advisors, Inc.3,881$170K0.02%-57013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,484$153K<0.01%new13F-HRTimelineGroup
Godfrey Financial Associates, Inc.3,150$138K0.12%13F-HRTimeline
CWM, LLCin group CWM, LLC2,917$128K<0.01%+6213F-HRTimelineGroup
Key Financial Inc2,650$116K0.02%013F-HRTimeline
Hanson & Doremus Investment Management2,513$110K0.01%+2713F-HRTimeline
Armor Investment Advisors, LLC1,971$86.5K0.03%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,843$80.9K<0.01%+513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,371$60K<0.01%013F-HR/ATimelineGroup
MAI Capital Management1,347$59.1K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,330$58.4K<0.01%+1,03013F-HRTimelineGroup
Clarity Asset Management, Inc.1,105$48.5K0.03%-6513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.858$37.7K<0.01%new13F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.763$33.5K0.03%+30013F-HRTimeline
Triumph Capital Management605$26.6K0.01%new13F-HRTimeline
CVA Family Office, LLC601$26.4K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc535$23.5K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources416$18.3K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC387$17K<0.01%-4,53513F-HRTimeline
1 NORTH WEALTH SERVICES LLC310$13.6K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management293$12.9K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV268$11.8K<0.01%-25713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…264$11.6K<0.01%-99413F-HR/ATimelineGroup
Fort Vancouver Investment Management, L…256$11.2K0.01%013F-HRTimeline
IFP Advisors, Inc154$6.76K<0.01%+213F-HRTimeline
Golden State Wealth Management, LLC105$4.61K<0.01%013F-HRTimeline
Larson Financial Group LLC76$3.34K<0.01%+3713F-HRTimeline
BARRETT & COMPANY, INC.70$3.07K<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%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.44$2.06K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC24$1.05K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC20$879<0.01%013F-HRTimelineGroup
Kilter Group LLC4$176<0.01%013F-HRTimeline