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Disclosery

IEUS ISHARES TR

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DEVSMCP EXNA ETF (fund)

45 managers (45 13F filers) reported a position in IEUS shares at 2025-06-30, 464,130 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
45
13F filers
45
New
5
Added
8
Reduced
12
Sold out
3
Shares held by filers
464,130

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
Vontobel Holding Ltd.in group Vontobel Holding Ltd.71,275$4.78M0.02%-43513F-HRTimelineGroup
UBS Group AGin group UBS Group AG40,357$2.71M<0.01%+4,07313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC36,019$2.42M<0.01%+31,16313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY34,310$2.3M<0.01%-15,44613F-HRTimelineGroup
LPL Financial LLC29,396$1.97M<0.01%+22,45913F-HRTimeline
COURIER CAPITAL LLC25,484$1.71M0.1%+9613F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC23,752$1.59M0.01%013F-HRTimeline
EP Wealth Advisors, LLC22,845$1.53M0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,573$1.18M<0.01%+2,26613F-HRTimelineGroup
CASTLEKEEP INVESTMENT ADVISORS LLC17,220$1.16M0.57%-38613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\15,993$1.07M<0.01%-3,03313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,751$990K<0.01%-3,47113F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.13,431$901K0.11%013F-HRTimeline
Drum Hill Capital, LLC11,503$772K0.85%-91313F-HRTimeline
Pictet North America Advisors SA9,860$662K0.07%-5,11013F-HRTimeline
CWM, LLCin group CWM, LLC9,755$655K<0.01%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC8,550$574K<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC7,949$534K0.02%-57,96813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,544$372K0.01%new13F-HRTimelineGroup
Allie Family Office LLC5,520$357K0.18%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,252$353K<0.01%-12,02613F-HRTimelineGroup
GHP Investment Advisors, Inc.5,157$346K0.02%013F-HRTimeline
Cresset Asset Management, LLC5,023$337K<0.01%new13F-HR/ATimeline
Financial Alternatives, Inc4,360$293K0.19%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,161$279K<0.01%-1,88113F-HRTimeline
Atria Wealth Solutions, Inc.3,300$221K0.01%new13F-HRTimeline
Quantum Financial Advisors, LLC3,248$218K0.03%new13F-HRTimeline
Silvant Capital Management LLC2,753$185K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,910$128K<0.01%+17513F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…1,476$99.1K<0.01%013F-HRTimeline
SSA SWISS ADVISORS AG1,332$91.9K0.04%-2,97513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,320$88.6K<0.01%013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,016$68.2K<0.01%+16613F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,000$66.6K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA651$43.7K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC376$25.2K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/273$18.3K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC127$8.59K<0.01%013F-HRTimeline
COMERICA BANK89$5.97K<0.01%-2013F-HRTimeline
Farther Finance Advisors, LLC89$5.97K<0.01%013F-HRTimeline
MAI Capital Management60$4.06K<0.01%+113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO45$3.02K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC25$1.68K<0.01%013F-HRTimeline
Kozak & Associates, Inc.0$7<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.