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Disclosery

EUSB ISHARES TR

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COM (fund)

160 managers (162 13F filers) reported a position in EUSB shares at 2026-03-31, 12,429,766 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
160
13F filers
162
New
13
Added
83
Reduced
37
Sold out
7
Shares held by filers
12,429,766

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.5,193,546$226M<0.01%-97,41413F-HRTimelineGroup
IMPACTfolio, LLC620,700$27M11.47%+18,50013F-HRTimeline
LPL Financial LLC603,213$26.2M0.01%+18,29113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding600,108$26.1M+24,828Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…406,025$17.7M0.03%-24,27913F-HRTimelineGroup
SEEDS INVESTOR LLC370,504$16.2M2.21%+10,83813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP368,784$15.9M0.01%+50,84113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO301,287$13.1M<0.01%+2,39313F-HR/ATimelineGroup
Allworth Financial LP256,560$11.2M0.05%+16,96813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC237,767$10.3M<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC168,950$7.35M0.1%+13,64713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY156,440$6.81M<0.01%-59013F-HRTimelineGroup
Bond & Devick Financial Network, Inc.143,639$6.25M1.74%+14,73613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC128,997$5.61M<0.01%+52,40113F-HRTimelineGroup
Perigon Wealth Management, LLC85,460$3.72M0.07%+4,68813F-HRTimeline
Decker Retirement Planning Inc.83,250$3.62M1.64%+11,64113F-HRTimeline
One Wealth Advisors, LLC78,816$3.43M0.43%-3,00213F-HRTimeline
SOFI WEALTH, LLC78,641$3.42M0.16%+21,25513F-HRTimeline
Archer Investment Management, LLC75,725$3.29M1.39%+66,01513F-HRTimeline
Jordan Park Group LLC74,646$3.25M0.17%013F-HRTimeline
RETIREMENT CAPITAL STRATEGIES71,395$3.11M1.17%+1,87113F-HRTimeline
Stewardship Advisors, LLC70,800$3.08M0.71%-12,19913F-HRTimeline
Cetera Investment Advisers68,991$3M<0.01%-1,37413F-HRTimeline
Balanced Rock Investment Advisors LLC68,556$2.98M2.09%-2,83813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC68,439$2.98M<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\66,427$2.89M<0.01%-18713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…63,734$2.77M<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding56,115$2.44M+4,747Timeline
NewEdge Advisors, LLC55,992$2.44M0.01%+16,25513F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,920$2.39M<0.01%-4,24213F-HRTimelineGroup
OneDigital Investment Advisors LLC52,266$2.27M0.02%+10,29713F-HRTimeline
Baker Avenue Asset Management, LP50,500$2.2M0.05%+61613F-HRTimeline
Charter Oak Capital Management, LLC48,472$2.11M0.16%+13,15913F-HRTimeline
Xena Financial Planning, LLC45,690$1.99M2.24%+21,23013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN44,581$1.94M<0.01%+4,57013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44,445$1.93M<0.01%-30,43413F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…42,389$1.84M0.32%+61813F-HRTimeline
Accredited Investors Inc.41,015$1.78M0.1%+28213F-HRTimeline
Perennial Investment Advisors, LLC40,887$1.78M0.14%+70413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/40,402$1.76M<0.01%+72613F-HRTimelineGroup
GeoWealth Management, LLC40,281$1.75M0.06%-4,37913F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS38,144$1.66M0.87%+3,69213F-HRTimeline
Haverford Trust Co35,865$1.56M0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC34,843$1.52M<0.01%+2,70313F-HRTimelineGroup
Tarbox Family Office, Inc.32,684$1.42M0.23%+2,74213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…31,995$1.39M0.01%+61113F-HRTimelineGroup
UBS Group AGin group UBS Group AG31,050$1.35M<0.01%+3,45113F-HRTimelineGroup
Johnson Bixby & Associates, LLC30,267$1.32M0.16%+62413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,092$1.27M<0.01%-7,62613F-HRTimeline
BFSG, LLC28,312$1.23M0.12%+1,25413F-HRTimeline
Sandbox Financial Partners, LLC27,786$1.21M0.34%+5,97413F-HRTimeline
Davis Wealth Advisors, LLC27,396$1.19M0.99%-1,27913F-HRTimeline
MML INVESTORS SERVICES, LLC27,264$1.19M<0.01%-12,80813F-HRTimeline
Van Hulzen Asset Management, LLC24,635$1.07M0.08%013F-HRTimeline
Betterment LLC23,820$1.04M<0.01%-23,38113F-HRTimeline
Central Pacific Bank - Trust Division21,932$954K0.12%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS21,227$923K0.82%13F-HRTimeline
Sonoma Allocations LLC21,068$916K0.32%+7,12713F-HRTimeline
Cambridge Investment Research Advisors,…21,016$914K<0.01%-1,03013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,779$912K0.01%-2,72913F-HRTimelineGroup
Horst & Graben Wealth Management LLC20,696$904K0.12%-15413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC20,400$887K<0.01%013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management19,912$866K0.01%+71313F-HRTimelineGroup
Skyline Advisors, Inc.18,195$791K0.28%-15,27813F-HRTimeline
Sharkey, Howes & Javer17,873$777K0.1%+68313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers17,849$776K<0.01%+2,45213F-HRTimelineGroup
Mason & Associates Inc17,704$769K0.15%+10,23813F-HRTimeline
Sequoia Financial Advisors, LLC17,462$760K<0.01%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC16,883$734K<0.01%+313F-HRTimelineGroup
Ally Invest Advisors Inc.15,629$680K0.05%+61913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC15,594$678K<0.01%+1,43613F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC15,415$670K0.09%+1,33113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,026$654K0.01%+5,35713F-HRTimelineGroup
FSB PREMIER WEALTH MANAGEMENT, INC.14,863$647K0.2%+2,36113F-HRTimeline
Rockport Wealth LLC14,080$612K0.11%+54413F-HRTimeline
Mariner, LLCin group Mariner, LLC13,862$603K<0.01%+6,62513F-HRTimelineGroup
GC Wealth Management RIA, LLC13,638$593K0.02%+57413F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP13,600$592K0.02%+10013F-HRTimelineGroup
Rossby Financial, LCC13,586$590K0.12%+6,88513F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …13,553$590K<0.01%+25613F-HRTimelineGroup
Steward Partners Investment Advisory, L…13,253$577K<0.01%+39113F-HRTimeline
Goldstein Advisors, LLC13,243$576K0.06%+33113F-HRTimeline
KWB Wealth13,023$572K0.06%-3,93013F-HRTimeline
Milestone Investment Advisors LLC13,122$571K0.14%-14813F-HRTimeline
Essential Planning, LLC.13,026$567K0.18%-27513F-HRTimeline
Farther Finance Advisors, LLC12,894$560K0.01%+1,39913F-HRTimeline
THEORY FINANCIAL LLC11,834$515K0.18%+35613F-HRTimeline
Shared Vision Wealth Group LLC10,809$470K0.19%-1,27913F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC10,738$467K0.38%-1,08913F-HRTimeline
Walkner Condon Financial Advisors LLC9,869$429K0.06%+12313F-HRTimeline
Merit Financial Group, LLC9,809$427K<0.01%new13F-HRTimeline
Avise Financial Cooperative, Inc.9,742$424K0.35%+2413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.9,512$414K0.12%new13F-HRTimeline
Traveka Wealth, LLC9,360$407K0.16%+26313F-HRTimeline
Apella Capital, LLC9,080$398K0.01%new13F-HRTimeline
Valmark Advisers, Inc.9,066$394K<0.01%013F-HRTimeline
Financial Connections Group, Inc.8,850$384K0.13%+36813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,700$378K<0.01%-91413F-HRTimelineGroup
Keener Financial Planning LLC8,552$372K0.16%+79613F-HRTimeline
LifePlan Investment Advisors, Inc.8,507$370K0.15%+6113F-HRTimeline
Integrated Wealth Concepts LLC8,454$368K<0.01%+2,67813F-HRTimeline
HighTower Advisors, LLC8,207$357K<0.01%+7613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC8,117$353K0.06%013F-HRTimeline
Brewster Financial Planning LLC7,233$315K0.19%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,117$310K<0.01%+45213F-HRTimeline
SigFig Wealth Management, LLC6,996$304K0.01%-624,41613F-HRTimeline
Western Wealth Management, LLC6,932$302K0.01%-2813F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,858$298K<0.01%+2,34613F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC6,762$294K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC6,211$270K0.01%+6013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…6,171$268K0.03%+2713F-HRTimeline
W.H. Cornerstone Investments Inc.6,087$265K0.17%+95113F-HRTimeline
CHOREO, LLC6,050$263K<0.01%new13F-HRTimeline
Contango Wealth Management LLC6,045$263K0.31%-20,46813F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…6,027$262K0.07%013F-HRTimelineGroup
Whitegate Investment Counselors, Inc.6,018$262K0.08%+83913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,825$253K<0.01%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,791$252K<0.01%-1,44613F-HRTimelineGroup
&PARTNERS5,696$248K<0.01%+6713F-HRTimeline
IHT Wealth Management, LLC5,537$241K0.01%-1,71513F-HRTimeline
Balance Wealth Partners LLC5,266$229K0.07%+34413F-HRTimeline
KEYVANTAGE WEALTH, LLC5,226$227K0.1%013F-HRTimeline
Spectrum Planning & Advisory Services I…4,800$209K0.1%-15313F-HRTimeline
Dynamic Advisor Solutions LLC4,745$206K0.01%-3,15113F-HRTimeline
SAX WEALTH ADVISORS, LLC4,667$205K0.01%013F-HRTimeline
Two West Capital Advisors LLC4,699$204K0.11%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC3,242$141K0.04%new13F-HRTimeline
Godfrey Financial Associates, Inc.3,200$139K0.12%+5013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,902$126K0.01%+1,57213F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,855$124K<0.01%-6213F-HRTimelineGroup
Key Financial Inc2,650$115K0.02%013F-HRTimeline
Hanson & Doremus Investment Management2,626$114K0.01%+11313F-HRTimeline
Armor Investment Advisors, LLC2,051$89.2K0.03%+8013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,846$80.3K<0.01%+313F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,371$60K<0.01%013F-HRTimelineGroup
MAI Capital Management1,347$58.6K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.1,112$48.4K0.02%+713F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.763$33.2K0.02%013F-HRTimeline
Triumph Capital Management605$26.3K0.01%013F-HRTimeline
CVA Family Office, LLC601$26.1K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc535$23.3K0.01%013F-HRTimeline
AE Wealth Management LLC415$18.1K<0.01%+2813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources399$17.4K<0.01%-1713F-HRTimelineGroup
Physician Wealth Advisors, Inc.365$15.9K<0.01%-3,51613F-HRTimeline
1 NORTH WEALTH SERVICES LLC310$13.5K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management293$12.7K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…268$11.7K<0.01%+413F-HRTimelineGroup
Fort Vancouver Investment Management, L…256$11.1K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV228$9.92K<0.01%-4013F-HRTimeline
IFP Advisors, Inc155$6.74K<0.01%+113F-HRTimeline
Golden State Wealth Management, LLC105$4.57K<0.01%013F-HRTimeline
Larson Financial Group LLC76$3.31K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.70$3.04K<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$2.04K<0.01%+313F-HRTimelineGroup
MATHER GROUP, LLC.30$1.3K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC21$927<0.01%+113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8$348<0.01%new13F-HRTimelineGroup
Kilter Group LLC4$174<0.01%013F-HRTimeline