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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
Integrity Advisory Solutions, LLC193,520$8.93M0.92%+50,36113F-HRTimeline
Pinion Investment Advisors, LLC191,311$8.83M1.68%+21,34313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC188,838$8.71M0.03%+83,98513F-HRTimelineGroup
Davis Wealth Advisors, LLC182,131$8.41M6.5%+32,90813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC179,345$8.28M0.15%+35,67013F-HRTimeline
Trivium Point Advisory, LLC176,585$8.15M0.74%+14,05613F-HRTimeline
LifePlan Investment Advisors, Inc.175,803$8.11M2.79%+55,60413F-HRTimeline
Steward Partners Investment Advisory, L…174,307$8.04M0.04%+46,28113F-HRTimeline
J.M. Arbour, LLC173,800$8.02M6.91%+43,49813F-HRTimeline
BCU Wealth Advisors, LLC172,845$7.98M2.65%+45,22713F-HRTimeline
Portfolio Resources Advisor Group, Inc.172,509$7.96M6.73%+48,43713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC171,994$7.94M0.12%-80,17713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC168,241$7.76M0.42%+30,70613F-HRTimeline
B. Riley Wealth Advisors, Inc.167,394$7.75M0.42%+40,74113F-HRTimeline
Royal Fund Management, LLC166,737$7.69M0.64%+7,56813F-HRTimeline
Tradition Wealth Management, LLC163,704$7.55M0.46%+72,34013F-HRTimeline
Snowden Capital Advisors LLC161,033$7.43M0.18%+18,34213F-HRTimeline
J.E. Simmons & Co., P.C.160,869$7.42M4.18%+10,45913F-HRTimeline
THEORY FINANCIAL LLC159,643$7.37M2.32%+70,35013F-HRTimeline
Yukon Wealth Management, Inc.158,368$7.31M2.09%+2,36113F-HRTimeline
Diversified Portfolios, Inc.155,148$7.16M0.52%-2,70713F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…154,696$7.14M0.71%+59,81813F-HRTimelineGroup
Randall & Associates Wealth Management154,526$7.13M4.41%+11,45513F-HRTimeline
Centurion Wealth Management LLC154,257$7.12M1.7%-7,76713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers153,144$7.07M0.01%-10,06213F-HRTimelineGroup
Mutual Advisors, LLC152,335$7.03M0.13%+23,66013F-HRTimeline
Keebeck Wealth Management150,425$6.94M0.68%-1,87213F-HRTimeline
SWMG, LLC151,734$6.93M1.63%+48,12413F-HRTimeline
Alliance Private Wealth, LLC149,110$6.88M2.39%-14,87013F-HRTimeline
Xena Financial Planning, LLC147,870$6.82M6.55%+8,39313F-HRTimeline
Maridea Wealth Management LLC145,235$6.7M0.73%+15,11113F-HRTimeline
Capital Investment Management, Inc.139,876$6.46M1.98%+43,73213F-HRTimeline
Patriot Financial Group Insurance Agenc…139,732$6.45M0.66%-37,61813F-HRTimeline
FFG RETIREMENT ADVISORS LLC138,732$6.4M3.39%+4,72113F-HRTimeline
Private Advisor Group, LLC138,718$6.4M0.03%-211,73313F-HRTimeline
Lifelong Wealth Advisors, Inc.135,297$6.24M1.47%+59,61013F-HRTimeline
SAX WEALTH ADVISORS, LLC134,724$6.22M0.25%-11,51013F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC135,156$6.16M3.17%-59813F-HRTimeline
EIGHT 31 FINANCIAL, LLC132,158$6.1M3.63%+1,54313F-HRTimeline
Westside Investment Management, Inc.130,378$6.02M0.79%+76113F-HRTimeline
Daviman Financial, LLC129,818$5.99M3.31%-413F-HRTimeline
Park Place Capital Corp129,528$5.98M0.95%+25,47413F-HRTimeline
JFS WEALTH ADVISORS, LLC128,757$5.94M0.3%+27,51413F-HRTimeline
Two West Capital Advisors LLC127,755$5.84M2.9%+42,83413F-HRTimeline
Continuum Advisory, LLC122,933$5.67M0.46%+20,10713F-HRTimeline
Balefire, LLC120,307$5.55M0.91%+98,31213F-HRTimeline
Able Wealth Management LLC120,297$5.55M1.27%+15,57913F-HRTimeline
Equity Wealth Partners, LLC119,930$5.53M1.99%new13F-HRTimeline
RFG Advisory, LLC119,805$5.53M0.09%+7,93713F-HRTimeline
Clear Creek Financial Management, LLC119,621$5.52M0.36%+9,59313F-HRTimeline
CoreCap Advisors, LLC117,737$5.43M0.16%+32,72713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.113,486$5.24M0.03%+2,06713F-HRTimelineGroup
Ignite Planners, LLC112,592$5.21M0.72%+2,67113F-HRTimeline
IFP Advisors, Inc112,010$5.17M0.09%-31,28913F-HRTimeline
First Heartland Consultants, Inc.110,333$5.09M0.33%+24,01813F-HRTimeline
M1 Capital Management LLC108,135$4.99M1.84%+55,53213F-HRTimeline
Leonard Rickey Investment Advisors P.L.…107,688$4.97M0.78%-43,47513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC107,677$4.97M<0.01%-132,07613F-HRTimelineGroup
WealthPLAN Partners, LLC106,293$4.91M0.94%+50,22113F-HRTimeline
Heck Capital Advisors, LLC105,140$4.85M0.29%-96,75113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC104,161$4.81M1.2%+34,42413F-HRTimeline
Shira Ridge Wealth Management103,932$4.8M1.67%-10,88013F-HRTimeline
FORTE ASSET MANAGEMENT LLC103,695$4.79M1.96%-25213F-HRTimeline
Beacon Capital Management, LLC101,980$4.71M0.69%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.101,241$4.67M<0.01%+87413F-HRTimelineGroup
WealthPoint Financial, LLC100,866$4.65M3.39%+49,28513F-HRTimeline
Balance Wealth Partners LLC100,699$4.65M1.24%+11,14513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…100,158$4.62M0.15%-3,292,35913F-HRTimelineGroup
BOS Asset Management, LLC99,046$4.57M1.06%+16,29113F-HRTimeline
Retirement Wealth Solutions LLC98,948$4.57M2.52%+30,48113F-HRTimeline
B.O.S.S. Retirement Advisors, LLC97,986$4.52M1.22%+8,98713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC97,818$4.51M<0.01%+5,43213F-HRTimelineGroup
Saxony Capital Management, LLC95,847$4.42M2.03%+18,76813F-HRTimeline
Cassilly Financial Group LLC94,541$4.36M3.17%+17,29313F-HR/ATimeline
White Lighthouse Investment Management …94,329$4.35M0.54%+9,22813F-HRTimeline
Venturi Wealth Management, LLC93,936$4.34M0.17%+1,21113F-HRTimeline
Richard W. Paul & Associates, LLC91,544$4.22M1.29%+1,96913F-HRTimeline
Financial Engines Advisors L.L.C.91,420$4.22M0.01%+86713F-HRTimeline
STRATEGY ASSET MANAGERS LLC89,258$4.12M0.62%+13,29913F-HRTimeline
Hopwood Nicholas Hunter88,956$4.11M1.13%+38,81113F-HRTimeline
Advyzon Investment Management, LLC88,935$4.1M0.3%+21,33913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC87,500$4.04M0.01%new13F-HRTimeline
XY Planning Network, Inc.87,081$4.02M0.5%+38,73413F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC87,012$4.02M3.4%+21,63813F-HRTimeline
TMB Capital Partners, LLC85,530$3.95M1.23%+5,29213F-HRTimeline
IFG Advisory, LLC85,435$3.94M0.14%new13F-HRTimeline
Prospera Financial Services Inc85,349$3.94M0.06%-3,59613F-HRTimeline
Gen-Wealth Partners Inc85,221$3.93M1.09%+28,78413F-HRTimeline
ASL Financial, LLC83,853$3.87M2.73%+1,66513F-HRTimeline
Tempus Wealth Planning, LLC83,511$3.85M0.75%+40,41913F-HRTimeline
Pines Wealth Management, LLC83,493$3.85M1.11%+2,15313F-HRTimeline
Aspire Private Capital, LLC83,349$3.85M0.8%+13,65313F-HRTimeline
RENASANT BANK83,135$3.84M2.47%-4,73113F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD82,368$3.8M1.59%+7,38413F-HRTimeline
Montecito Bank & Trust81,997$3.78M0.57%+31013F-HRTimeline
Talisman Wealth Advisors LLC81,828$3.78M2.81%+73,92013F-HRTimeline
Waverly Advisors, LLC80,565$3.72M0.02%-1,39413F-HRTimeline
GENESIS PRIVATE WEALTH, LLC79,884$3.69M1.04%-1,27513F-HRTimeline
Worth Financial Advisory Group, LLC79,433$3.67M1.53%new13F-HRTimeline
R. W. Roge & Company, Inc.79,421$3.67M1.55%013F-HRTimeline
Secure Asset Management, LLC77,580$3.58M0.5%+7,23913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…77,338$3.57M0.3%+34,44113F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…76,409$3.53M0.06%+28,01613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.76,158$3.51M0.06%+16,99813F-HRTimeline
Western Wealth Management, LLC75,887$3.5M0.11%+3,71013F-HRTimeline
REGIMEN WEALTH, LLC75,655$3.5M0.94%-1,40913F-HRTimeline
Sunesis Advisors, LLC75,655$3.49M1.44%+63113F-HRTimeline
Range Financial Group LLC74,642$3.44M0.94%+4,13713F-HRTimeline
Arete Wealth Advisors, LLC74,112$3.42M0.23%+6,98513F-HR/ATimeline
Align Financial, LLC73,175$3.38M1.68%-3,62213F-HRTimeline
Merited Wealth, LLC72,653$3.35M2.37%+66,77113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding72,610$3.35M+23,097Timeline
Life Planning Partners, Inc71,639$3.31M2.46%-9,75913F-HRTimeline
Signal Advisors Wealth, LLC71,539$3.3M0.17%+17,26113F-HRTimeline
OpenArc Corporate Advisory, LLC71,377$3.29M0.04%+19,88113F-HRTimeline
Sovereign Financial Group, Inc.70,913$3.27M0.5%+19,93613F-HRTimeline
Sound Income Strategies, LLC69,592$3.21M0.14%+5,54013F-HRTimeline
HighPoint Advisor Group LLC68,948$3.18M0.11%+8,80713F-HRTimeline
Sheridan Capital Management, LLC68,945$3.18M1.53%+72513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\68,789$3.17M<0.01%+39,71613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS67,296$3.11M<0.01%+12,47513F-HRTimeline
Edgestream Partners, L.P.66,930$3.09M0.09%new13F-HRTimeline
SageGuard Financial Group, LLC66,577$3.07M0.43%-75,23413F-HRTimeline
Seneca Financial Advisors LLC66,428$3.07M0.8%+5,12513F-HRTimeline
KFA Private Wealth Group, LLC66,258$3.06M0.74%-13,07913F-HRTimeline
FC Advisory LLC65,789$3.04M0.8%+1,42513F-HRTimeline
Geneos Wealth Management Inc.65,463$3.02M0.06%+15,68813F-HRTimeline
Investment Advisory Group, LLC64,863$2.99M0.65%+1,57213F-HRTimeline
Sculati Wealth Management, LLC65,368$2.99M1%+2,65513F-HRTimeline
MONEYWISE, INC.64,798$2.99M1.12%-91113F-HRTimeline
DAVENPORT & Co LLC64,173$2.96M0.02%+12,85613F-HRTimeline
Argent Trust Co63,496$2.93M0.08%+12,07713F-HRTimeline
Advisory Solutions Group, LLC63,276$2.92M1%13F-HRTimeline
W ADVISORS, LLC62,058$2.86M1.3%+16,41913F-HRTimeline
Professional Financial Advisors, LLC61,667$2.85M0.49%+3,84313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC61,587$2.84M0.19%+16,93513F-HRTimeline
Kroeger Financial Partners61,361$2.83M2.74%13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC60,998$2.81M1%+17,16613F-HRTimeline
RDA Financial Network60,553$2.79M0.61%+27,45713F-HRTimeline
Forefront Wealth Partners, LLC60,374$2.79M0.86%-96313F-HRTimeline
Ausdal Financial Partners, Inc.60,133$2.78M0.11%+18,47513F-HRTimeline
Hobbs Wealth Management, LLC59,903$2.76M2.34%+24,13913F-HRTimeline
Maia Wealth LLC58,794$2.71M0.4%-3,92913F-HRTimeline
M Holdings Securities, Inc.58,217$2.69M0.37%+10,45013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …57,342$2.65M0.35%-4,33813F-HRTimeline
Capital Square, LLC57,772$2.64M1.16%+86713F-HRTimeline
Vision Retirement, LLC57,214$2.64M0.64%+6,50313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC56,990$2.63M0.85%-4,47013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …56,291$2.6M0.13%+13,17313F-HRTimeline
Resurgent Financial Advisors LLC55,822$2.58M0.72%+19,67413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…55,389$2.56M0.15%+1613F-HRTimeline
Sigma Planning Corp55,332$2.55M0.06%+6,59613F-HRTimeline
BLALOCK WILLIAMS, LLC55,066$2.54M1.65%+20,03913F-HRTimeline
PRIVATE TRUST CO NA54,652$2.52M0.2%+5,85513F-HRTimeline
Americana Partners, LLC54,362$2.51M0.06%+72413F-HRTimeline
EFG International AGin group EFG International AG54,337$2.51M0.05%+13,17113F-HRTimelineGroup
Merkkuri Wealth Advisors LLC54,166$2.5M1.55%+21,47913F-HRTimeline
Cape Investment Advisory, Inc.54,060$2.49M0.67%+4,11513F-HRTimeline
Smartleaf Asset Management LLC53,653$2.49M0.08%013F-HRTimeline
Wealthstar Advisors, LLC53,125$2.45M1.22%-39013F-HRTimeline
CENTAURUS FINANCIAL, INC.53,056$2.45M0.1%+44,90813F-HRTimeline
Capital Investment Advisory Services, L…52,748$2.43M0.15%+7,82213F-HRTimeline
Columbus Macro, LLC52,294$2.41M0.23%+3,56313F-HRTimeline
Visionary Horizons, LLC51,685$2.39M1%+12,85713F-HRTimeline
Central Pacific Bank - Trust Division51,498$2.38M0.24%-4,13013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV51,169$2.36M0.11%+4,76413F-HRTimeline
Mosley Wealth Management51,039$2.36M0.75%-158,48213F-HRTimeline
SUTTON PLACE INVESTORS LLC49,293$2.27M1.1%+15,60513F-HRTimeline
Blue Capital, Inc.49,029$2.26M1.44%+22,94213F-HRTimeline
Fiscal Wisdom Wealth Management, LLC47,728$2.2M1.87%+14,11613F-HRTimeline
WealthTrak Capital Management LLC47,643$2.2M1.45%+26,50113F-HRTimeline
BridgePort Financial Solutions, LLC47,384$2.19M0.56%+16,45413F-HRTimeline
WORLD EQUITY GROUP, INC.47,087$2.17M0.49%+13,31413F-HRTimeline
Madson Wealth Advisors Inc47,003$2.17M1.47%-2,43913F-HRTimeline
Beacon Financial Advisory LLC46,020$2.12M0.42%+16,21913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.45,986$2.12M0.08%+3,85013F-HRTimeline
Legacy Edge Advisors, LLC45,923$2.12M0.19%+8,85013F-HR/ATimeline
Golden State Wealth Management, LLC45,309$2.09M0.19%+20,32813F-HRTimeline
Triad Wealth Partners, LLC45,878$2.08M0.12%+66213F-HRTimeline
Kovack Advisors, Inc.44,957$2.07M0.1%+3,09313F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding44,765$2.07M-287,477Timeline
Hamrick Investment Counsel, llc44,000$2.03M1.35%013F-HRTimeline
LongView Wealth Management43,961$2.03M0.52%+14,69013F-HRTimeline
VestGen Investment Management43,178$1.99M1.06%+6,13613F-HRTimeline
Parallel Advisors, LLC42,451$1.96M0.03%+4,29913F-HRTimeline
MATHER GROUP, LLC.42,427$1.96M0.02%+12,29613F-HRTimeline
Cyndeo Wealth Partners, LLC42,411$1.96M0.09%+11,52713F-HRTimeline
FWG Investments, LLC.42,136$1.94M1.03%+10,75213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC42,029$1.94M0.01%new13F-HRTimelineGroup
Hoese & Co LLP41,966$1.94M1.26%-1,29313F-HRTimeline
LPWM LLC41,822$1.93M0.43%+2,71713F-HRTimeline
Rossby Financial, LCC41,466$1.91M0.35%-13,08413F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC39,895$1.84M0.13%-2,44213F-HRTimelineGroup
Cooper Financial Group39,882$1.84M0.15%+4,38413F-HRTimeline
CAP Partners, LLC38,389$1.77M0.87%+4,43713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV38,298$1.77M0.08%+1,04413F-HRTimeline
NWAM LLC37,547$1.73M0.09%+10,85113F-HRTimeline
Targeted Financial Services LLC37,481$1.73M1.28%-18,45113F-HRTimeline
MSH Capital Advisors LLC36,897$1.7M0.3%+8,95913F-HRTimeline
Kelly Financial Services LLC36,806$1.7M0.36%+7,57613F-HRTimeline