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Disclosery

IUSB ISHARES TR

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SHS (fund)

847 managers (858 13F filers) reported a position in IUSB shares at 2026-06-30, 902,123,143 shares in all. 71 filers opened a position and 62 filers sold out during the quarter.

Managers
847
13F filers
858
New
71
Added
496
Reduced
183
Sold out
62
Shares held by filers
902,123,143

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding196,949,052$9.09B+51,330,500Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP87,505,839$4.05B1.62%+7,918,94813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.82,039,260$3.79B0.06%+11,278,29513F-HRTimelineGroup
LPL Financial LLC62,170,177$2.87B0.65%+14,887,67113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN50,463,381$2.33B0.4%+900,70413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…33,421,651$1.54B0.82%+3,083,60413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY31,037,509$1.43B0.08%+5,059,00713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,629,549$1.05B0.06%+4,720,01513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC20,743,278$957M1.01%+1,795,08513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp14,380,566$664M0.11%+3,406,39613F-HRTimelineGroup
Cetera Investment Advisers13,337,519$616M0.56%+3,294,50613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,036,714$601M0.12%+1,494,77313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,913,640$596M3.72%+3,956,86713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC11,405,773$526M1.07%+4,140,54513F-HRTimeline
Janney Montgomery Scott LLC10,566,952$488M0.94%+2,853,46513F-HRTimeline
OneDigital Investment Advisors LLC8,476,864$391M3.3%+886,43813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding6,754,224$312M-2,235,317Timeline
SigFig Wealth Management, LLC5,503,503$255M6.76%+268,50513F-HRTimeline
Wealthspire Advisors, LLC5,483,050$253M1.39%+755,80713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,356,065$247M0.07%+417,84813F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,132,935$237M1.31%+1,031,74813F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.5,120,362$236M7.77%+66,91513F-HRTimelineGroup
Foundations Investment Advisors, LLC4,994,324$230M2.37%+1,217,67913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,987,957$230M0.04%+689,88713F-HRTimelineGroup
GeoWealth Management, LLC4,787,854$221M6.95%+123,56113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,586,006$212M0.01%+2,063,03213F-HRTimelineGroup
NewEdge Advisors, LLC4,110,503$190M0.57%+1,023,04013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,879,099$179M0.15%+952,75413F-HRTimelineGroup
Savvy Advisors, Inc.3,842,612$177M3.79%+499,29813F-HRTimeline
First Command Advisory Services, Inc.3,635,592$168M1%+528,62213F-HRTimeline
JB Capital LLC3,518,337$162M5.62%+1,006,14113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,302,104$152M0.18%+529,88613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,207,478$148M0.19%+241,73113F-HRTimeline
Sanctuary Advisors, LLC3,165,952$146M0.68%+498,24213F-HRTimeline
Mason & Associates, LLC2,945,948$136M28.29%+48,69813F-HRTimeline
UBS Group AGgroup of 2 filers holding2,803,955$129M-17,545Timeline
Farther Finance Advisors, LLC2,594,856$120M0.94%+430,66213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,430,055$112M0.19%+566,56113F-HRTimelineGroup
Integrated Wealth Concepts LLC2,402,351$111M0.54%+1,094,53513F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC2,397,900$111M0.06%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,309,950$107M0.13%+549,13813F-HRTimelineGroup
Symmetry Partners, LLC2,223,177$103M5.23%-25,66313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,161,917$99.8M0.17%+297,55113F-HRTimelineGroup
Cambridge Investment Research Advisors,…2,054,359$94.8M0.21%+433,22613F-HR/ATimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding2,042,322$94.3M+1,669,609Timeline
Allworth Financial LP2,025,050$93.5M0.4%-431,39713F-HRTimeline
Compass Ion Advisors, LLC1,789,088$82.6M7.12%+33,70013F-HRTimeline
Prime Capital Investment Advisors, LLC1,657,922$76.5M0.74%+1,619,14413F-HRTimeline
SOFI WEALTH, LLC1,615,903$74.6M3%+62,13913F-HRTimeline
Baker Avenue Asset Management, LP1,561,092$72M1.37%+80,03913F-HRTimeline
Vise Technologies, Inc.1,557,969$71.9M0.81%+1,314,16913F-HRTimeline
Global Strategic Investment Solutions, …1,498,899$69.2M6.19%+232,33713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,467,812$67.7M0.03%+12,41513F-HRTimelineGroup
FMR LLCin group FMR LLC1,465,036$67.6M<0.01%+77,87113F-HRTimelineGroup
Affinity Capital Advisors, LLC1,435,965$66.1M8.16%+69,03313F-HRTimeline
Icon Wealth Advisors, LLC1,428,625$65.9M3.97%+402,58513F-HRTimeline
Atria Investments, Inc1,381,084$63.7M0.64%+308,46513F-HRTimeline
SteelPeak Wealth, LLC1,376,841$63.5M1.67%+285,88213F-HRTimeline
Apella Capital, LLC1,382,574$63.3M0.89%+260,14413F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding1,347,998$61.4M+852,130Timeline
Stone House Investment Management, LLC1,302,975$60.1M7.99%+325,76313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,293,347$59.7M-135,505Timeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,278,847$59M2.9%+177,45713F-HRTimelineGroup
Sharkey, Howes & Javer1,199,567$55.4M6.69%+215,88513F-HRTimeline
MGO ONE SEVEN LLC1,199,447$55.4M0.91%+327,85313F-HRTimeline
INTEGRITY ALLIANCE, LLC.1,161,836$53.6M1.69%+296,57713F-HRTimeline
NorthRock Partners, LLC1,158,879$53.5M0.78%-32,97313F-HRTimeline
Avidian Wealth Enterprises, LLC1,146,437$52.9M1.47%+46,72813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,119,089$51.6M0.31%+81,43813F-HRTimelineGroup
Stash Investments, LLC1,108,163$51.1M16.48%+119,55313F-HRTimeline
MCMORGAN & CO LLC1,099,343$50.7M7.64%-148,12813F-HRTimeline
Advocacy Wealth Management, LLC1,088,957$50.3M1.83%+683,07013F-HRTimeline
Destination Wealth Management1,069,818$49.4M1.15%+25,13413F-HRTimeline
Johnson Bixby & Associates, LLC1,025,312$47.3M5.28%+50,78813F-HRTimeline
Intelligence Driven Advisers, LLC1,019,072$47M7.63%+47,52213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,008,288$46.5M1%-17,52113F-HRTimelineGroup
&PARTNERS1,005,912$46.4M0.19%-224,01313F-HRTimeline
Strategic Blueprint, LLC1,001,508$46.2M2.31%+234,01213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…998,099$46.1M0.15%+25,03813F-HRTimelineGroup
JT Stratford LLC959,075$44.3M4.85%+220,75513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC953,130$44M0.05%+411,65013F-HRTimelineGroup
Horst & Graben Wealth Management LLC940,182$43.2M5.68%+369,32713F-HRTimeline
Orion Porfolio Solutions, LLC918,375$42.4M0.32%+245,41613F-HRTimeline
Perigon Wealth Management, LLC911,989$42.1M0.67%+232,79113F-HRTimeline
Trek Financial, LLC906,801$41.8M2.08%+216,04613F-HRTimeline
Composition Wealth, LLC890,765$41.1M0.48%+75,64413F-HRTimeline
Global Retirement Partners, LLC879,400$40.6M0.62%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management868,483$40.1M1.21%-9,55313F-HRTimelineGroup
Arax Advisory Partners855,023$39.5M0.26%+491,76813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…859,965$39.3M0.07%+205,15913F-HRTimeline
WEALTH ALLIANCE, LLC833,658$38.5M3.22%+271,54113F-HRTimeline
Modern Wealth Management, LLC831,929$38.4M0.46%+281,41513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management826,609$38.1M0.38%+262,44313F-HRTimelineGroup
AE Wealth Management LLC820,107$37.8M0.18%+176,86813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.795,259$36.7M0.05%+76,75313F-HRTimelineGroup
ONE Advisory Partners, LLC787,646$36.3M9.89%+76,52913F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC783,510$36.2M5.91%-13,83613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC777,144$35.9M10.74%+86,01513F-HRTimeline
Summit Financial, LLC766,169$35.4M0.39%+51,76313F-HRTimeline
Legacy Financial Group LLC761,427$35.1M3.96%+203,46713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC760,235$35.1M0.42%+145,93813F-HRTimelineGroup
PAX Financial Group, LLC735,092$33.9M5.04%+181,30413F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.728,740$33.6M11.13%+48,61413F-HRTimeline
Compound Planning, Inc.720,843$33.3M0.87%+87,39113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC715,985$33M0.76%+253,11313F-HRTimelineGroup
World Investment Advisors709,293$32.7M0.54%+97,45613F-HRTimeline
Regal Investment Advisors LLC699,010$32.3M1.68%+206,20413F-HRTimeline
Skyline Advisors, Inc.650,653$30M9.42%+92,19413F-HRTimeline
Keystone Financial Services640,210$29.5M7.61%+147,60013F-HRTimeline
One Wealth Advisors, LLC621,674$28.7M3.17%+255,65513F-HRTimeline
Invst, LLC616,039$28.4M2.77%+174,28213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…608,522$28.1M0.24%+171,22313F-HRTimelineGroup
Bay Harbor Wealth Management, LLC588,169$27.1M6.26%+127,26213F-HRTimeline
Elevated Financial Group LLC563,378$26M7.34%+72,05113F-HRTimeline
Blue Trust, Inc.557,737$25.7M0.27%+74,09513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP552,717$25.5M0.04%-23,84313F-HR/ATimelineGroup
Frisch Financial Group, Inc.547,658$25.3M4.34%+90,23613F-HRTimeline
HighTower Advisors, LLC542,631$25M0.02%+55,59013F-HRTimeline
KWB Wealth533,978$24.6M2.11%+86,24513F-HRTimeline
Merit Financial Group, LLC491,505$22.7M0.14%+75,36413F-HR/ATimeline
Creative Planningin group Creative Planning491,465$22.7M0.01%+21,06413F-HRTimelineGroup
CFS Investment Advisory Services, LLC480,540$22.1M1.47%+110,40313F-HRTimeline
West Wealth Group, LLC468,155$21.6M3.53%+40,09113F-HRTimeline
WCG Wealth Advisors LLC461,103$21.3M0.5%+95,08013F-HRTimeline
Shared Vision Wealth Group LLC455,884$21M7.23%+59,65713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC455,121$21M<0.01%+442,79013F-HRTimelineGroup
Stokes Family Office, LLC437,700$20.2M2.36%-137,04113F-HRTimeline
EP Wealth Advisors, LLC437,334$20.2M0.08%+369,41813F-HRTimeline
Sovran Advisors, LLC434,972$19.8M1.47%+106,02313F-HRTimeline
Vestmark Advisory Solutions, Inc.427,592$19.7M0.19%-4,91313F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.419,748$19.4M4.71%+110,68213F-HRTimeline
BANK OF HAWAII419,035$19.3M0.95%+11,76513F-HRTimeline
Hoxton Planning & Management, LLC418,886$19.3M5.04%+88,25213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV418,361$19.3M0.02%+332,10213F-HR/ATimeline
Simplicity Wealth,LLC400,169$18.5M0.62%+126,18213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC400,059$18.5M0.36%+104,93813F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.396,222$18.3M0.25%+38,24413F-HRTimeline
Claro Advisors Inc.392,139$18.1M1.9%+51,05513F-HRTimeline
Summit Wealth Partners, LLC377,530$17.4M2.48%+39,55213F-HRTimeline
5T Wealth, LLC372,482$17.2M6.4%+12,08013F-HRTimeline
FINANCIAL LIFE ADVISORS369,768$17.1M4.85%+112,57813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding365,458$16.9M+85,182Timeline
VALLEY NATIONAL ADVISERS INC362,856$16.7M1.86%+7,94613F-HRTimeline
Gateway Wealth Partners, LLC357,713$16.5M0.99%-137,31813F-HRTimeline
Forum Private Client Group LLC355,971$16.4M4.89%+9,49713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC354,689$16.4M1.42%+37,52113F-HRTimeline
Firestone Capital Management354,450$16.4M3.05%+2,66613F-HRTimeline
Kilter Group LLC350,137$16.2M5.85%+164,77313F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC342,830$15.8M1.98%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…342,279$15.8M0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC339,310$15.4M1.94%+85,64613F-HRTimeline
VestGen Advisors, LLC333,795$15.4M0.45%+292,09813F-HRTimeline
Elite Financial, Inc.329,601$15.2M6.14%+3,81513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…327,135$15.1M0.02%-3,46913F-HRTimelineGroup
Founders Financial Alliance, LLC324,785$15M1.99%+319,27713F-HRTimeline
Advus Financial Partners, LLC321,928$14.9M4.23%-9,47613F-HR/ATimeline
Mayflower Financial Advisors, LLC317,974$14.7M1.27%+127,14613F-HRTimeline
EWA, LLC317,507$14.7M2.67%+42,69513F-HRTimeline
D.A. DAVIDSON & CO.313,806$14.5M0.08%-12,39513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC311,852$14.4M0.01%+245,13113F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC310,337$14.3M3.24%+105,77413F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC306,523$14.1M5.12%+4,75413F-HRTimeline
Csenge Advisory Group303,018$14M0.57%+83,45413F-HRTimeline
Advisory Services Network, LLC303,001$14M0.16%+82,04513F-HRTimeline
SWP FINANCIAL LLC298,965$13.8M6.38%+1,02913F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC294,799$13.6M3.87%+116,30813F-HRTimeline
Apeiron RIA LLC290,351$13.4M3.44%-150,28913F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …286,916$13.2M1.57%-1,26513F-HRTimeline
Focus Financial Network, Inc.284,602$13.1M0.41%+67,58313F-HRTimeline
WealthShield Partners, LLC279,846$12.9M1.98%-6,44313F-HRTimeline
Security Financial Services, INC.276,857$12.8M1.77%+66,77913F-HRTimeline
Tanager Wealth Management LLP272,363$12.6M1.09%-29,26913F-HRTimeline
Galvin, Gaustad & Stein, LLC263,589$12.2M0.9%+13,36613F-HRTimeline
Vertex Planning Partners, LLC262,029$12.1M1.8%+134,95613F-HRTimeline
Armor Investment Advisors, LLC256,207$11.8M3.79%-22413F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.254,454$11.8M6.69%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC253,902$11.7M6.72%+132,35113F-HRTimeline
Atlatl Advisers LLC248,945$11.5M2.73%-18,52613F-HRTimeline
Betterment LLC244,719$11.3M0.02%+36,27713F-HRTimeline
SEEDS INVESTOR LLC242,729$11.2M1.15%-22,88513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC241,668$11.2M0.21%+49,83413F-HRTimeline
Legacy Wealth Partners, LLC239,969$11.1M2.49%+21,94513F-HRTimeline
TSA Wealth Managment LLC239,010$11M3.12%-10,87513F-HRTimeline
Rothschild Wealth LLC234,225$10.8M0.86%+80,02113F-HRTimeline
PFG Advisors233,566$10.8M0.54%-169,36413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC230,945$10.7M2.86%+6,93713F-HRTimeline
Bensler, LLC230,170$10.6M0.94%-22,38713F-HRTimeline
Leslie Global Wealth, LLC224,529$10.4M4.04%new13F-HRTimeline
RETIREMENT CAPITAL STRATEGIES219,869$10.1M3.52%+6,24113F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC213,089$9.83M2.1%+47,71713F-HRTimeline
Cypress Wealth Services, LLC212,533$9.81M1.21%+45,74713F-HRTimeline
Polaris Investment Advisors, LLC212,398$9.8M6.28%+37,28913F-HRTimeline
Ashton Thomas Private Wealth, LLC209,211$9.66M0.2%+28,94613F-HRTimeline
KICKSTAND VENTURES, LLC.209,082$9.65M1.75%+31,85713F-HRTimeline
Arkadios Wealth Advisors209,045$9.65M0.15%-11,94913F-HRTimeline
Triangle Securities Wealth Management207,159$9.56M1.9%+7,49513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Orgel Wealth Management, LLC197,945$9.14M0.17%-3,70913F-HRTimeline
New Capital Management LP196,719$9.08M2.07%+2,95313F-HRTimeline
Barnes Wealth Management Group, Inc194,573$8.98M4.15%+6,04113F-HRTimeline
Chatterton & Associates Inc.195,195$8.94M5.26%+100,09713F-HRTimeline