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Disclosery

IUSB ISHARES TR

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SHS (fund)

720 managers (727 13F filers) reported a position in IUSB shares at 2024-12-31, 708,376,122 shares in all. 63 filers opened a position and 60 filers sold out during the quarter.

Managers
720
13F filers
727
New
63
Added
245
Reduced
294
Sold out
60
Shares held by filers
708,376,122

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Invesco Ltd.in group Invesco Ltd.166,484$7.53M<0.01%new13F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd161,197$7.29M0.15%new13F-HRTimelineGroup
QUATTRO FINANCIAL ADVISORS LLC159,681$7.24M1.87%-26013F-HR/ATimeline
TSFG, LLC159,596$7.21M1.48%+4,43813F-HRTimeline
REGIMEN WEALTH, LLC159,919$7.21M2.35%+23,53813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC159,420$7.21M3.06%-14,62213F-HRTimeline
Peninsula Wealth, LLC159,067$7.19M1.23%+1,11213F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD156,147$7.06M6.44%13F-HRTimeline
Spectrum Planning & Advisory Services I…154,419$6.98M6.06%+25,24013F-HRTimeline
RCS Financial Planning, LLC154,415$6.98M3.71%-45,19313F-HRTimeline
Tradition Wealth Management, LLC153,435$6.94M0.61%-25,98713F-HRTimeline
Hoese & Co LLP152,342$6.89M5.98%-1,67513F-HRTimeline
Financial Advocates Investment Manageme…148,205$6.7M0.38%+107,60913F-HRTimeline
Simplicity Wealth,LLC147,349$6.66M1.39%-312,12713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…145,305$6.57M0.02%+22,03613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management145,041$6.56M0.2%-7,97513F-HRTimelineGroup
Royal Fund Management, LLC138,473$6.27M0.68%+6,80313F-HRTimeline
VALLEY NATIONAL ADVISERS INC137,997$6.24M1.12%-11,68213F-HRTimeline
Davis Wealth Advisors, LLC137,785$6.23M6.85%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC135,972$6.15M<0.01%+14,05813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC134,241$6.07M0.01%-210,35813F-HRTimelineGroup
PFW Advisors LLC133,920$6.05M1.86%13F-HRTimeline
BCU Wealth Advisors, LLC133,516$6.03M3.45%-61213F-HRTimeline
Ashton Thomas Private Wealth, LLC132,954$6.01M0.23%+100,52713F-HRTimeline
HARBOUR INVESTMENTS, INC.132,382$5.98M0.17%-4,85613F-HRTimeline
MBA Advisors LLC132,120$5.97M3.03%-4,57013F-HRTimeline
Gateway Wealth Partners, LLC130,846$5.91M1.53%+14,31613F-HRTimeline
Patriot Financial Group Insurance Agenc…129,652$5.86M0.79%+14,54513F-HRTimeline
IFP Advisors, Inc126,956$5.74M0.19%+10,08813F-HRTimeline
Advisory Resource Group126,357$5.71M1.21%new13F-HRTimeline
Apella Capital, LLC125,689$5.68M0.22%+83,56813F-HRTimeline
SWMG, LLC125,463$5.68M2.26%+1,05613F-HRTimeline
KEYVANTAGE WEALTH, LLC125,602$5.68M4.06%13F-HRTimeline
Maiden Cove Capital, LLC125,519$5.67M5.31%+57,91113F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC125,145$5.66M3.84%+1,19913F-HRTimeline
Westside Investment Management, Inc.119,929$5.42M1.14%+1,85013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding119,422$5.4M-25,267Timeline
ELEVATION POINT WEALTH PARTNERS, LLC119,275$5.39M0.44%-31,50013F-HR/ATimeline
Worth Financial Advisory Group, LLC118,373$5.35M3.29%-59613F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…118,297$5.35M0.49%-963,83313F-HRTimelineGroup
M1 Capital Management LLC116,662$5.27M2.85%13F-HRTimeline
MONEYWISE, INC.116,588$5.27M2.64%-91813F-HRTimeline
THEORY FINANCIAL LLC116,086$5.25M2.19%-26,08213F-HRTimeline
Concorde Asset Management, LLC116,043$5.25M2.74%+13,94513F-HRTimeline
Maia Wealth LLC107,901$4.91M1.06%-40,04113F-HRTimeline
Randall & Associates Wealth Management106,459$4.81M3.99%+24,65713F-HRTimeline
Venturi Wealth Management, LLC105,089$4.75M0.23%-3,54113F-HRTimeline
First Heartland Consultants, Inc.103,729$4.69M0.48%+1,06513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…99,243$4.49M0.44%+7,24813F-HR/ATimelineGroup
NorthCoast Asset Management LLC99,161$4.48M0.02%-51213F-HR/ATimeline
BOS Asset Management, LLC98,863$4.47M1.6%+32,65513F-HRTimeline
Lansing Street Advisors98,830$4.47M1.56%+16,65413F-HRTimeline
Shira Ridge Wealth Management97,929$4.43M2.17%+23,87413F-HRTimeline
Life Planning Partners, Inc96,923$4.38M4.05%-1,46013F-HR/ATimeline
Signal Advisors Wealth, LLC96,649$4.37M0.49%-40,32313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC95,352$4.31M2.14%-19,23513F-HRTimeline
Ignite Planners, LLC94,521$4.27M0.94%+3,63613F-HRTimeline
Keebeck Wealth Management93,638$4.23M0.61%-7,46313F-HRTimeline
Lifelong Wealth Advisors, Inc.93,365$4.22M1.9%13F-HRTimeline
LifePlan Investment Advisors, Inc.92,891$4.2M2.6%-4,05313F-HRTimeline
Robertson Stephens Wealth Management, L…92,407$4.18M0.15%-47,69713F-HRTimeline
White Lighthouse Investment Management …92,120$4.16M0.73%+1,59913F-HRTimeline
Keystone Wealth Services, LLC91,666$4.14M1.1%-2,05113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC90,621$4.1M2.43%-37,94113F-HRTimeline
Steward Partners Investment Advisory, L…89,805$4.06M0.04%+9,21813F-HRTimeline
Arete Wealth Advisors, LLC88,644$4.01M0.29%+27,07113F-HRTimeline
Clearview Wealth Advisors LLC87,844$3.97M3.02%+10,26513F-HRTimeline
TRUST POINT INC.86,816$3.92M0.27%+74,57313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…84,097$3.8M0.1%-13,43713F-HRTimelineGroup
FULLCIRCLE WEALTH LLC80,879$3.67M1.5%-2,88113F-HRTimeline
Apex Wealth Management, LLC80,546$3.64M3.14%13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC80,416$3.63M3.07%-56,66013F-HRTimeline
IFG Advisory, LLC79,901$3.61M0.2%-17,81113F-HRTimeline
Tidemark, LLC78,370$3.54M1.36%+78,31213F-HRTimeline
Clear Creek Financial Management, LLC77,478$3.5M0.38%+11,72513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV76,697$3.47M0.28%-3,57713F-HRTimeline
Aspire Private Capital, LLC76,305$3.45M0.86%-1,51613F-HRTimeline
WealthPLAN Partners, LLC75,918$3.43M0.49%-13,26613F-HRTimeline
Wealth Group Ltd75,155$3.4M0.98%-97,27013F-HRTimeline
Alternative Investment Advisors, LLC.74,248$3.36M1.75%+14,96613F-HRTimeline
Cooper Financial Group73,567$3.33M0.4%+12,54413F-HRTimeline
AGILIS PARTNERS LLC73,010$3.3M0.99%013F-HRTimeline
Sheridan Capital Management, LLC72,804$3.29M2.31%-3,33113F-HRTimeline
Sovereign Financial Group, Inc.72,111$3.26M0.75%-16,98613F-HRTimeline
Richard W. Paul & Associates, LLC68,832$3.11M1.13%+1,16613F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.68,371$3.09M1.5%new13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC67,449$3.05M0.06%+10,41813F-HRTimeline
STRATEGY ASSET MANAGERS LLC65,948$2.98M0.58%-7,76013F-HRTimeline
Forefront Wealth Partners, LLC65,946$2.98M2.22%13F-HRTimeline
Columbus Macro, LLC65,830$2.98M0.41%+30,57113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC65,707$2.97M0.08%13F-HRTimeline
Continuum Advisory, LLC65,674$2.97M0.38%+3,38713F-HRTimeline
Arkadios Wealth Advisors65,425$2.96M0.16%+5,81313F-HRTimeline
Pines Wealth Management, LLC65,518$2.93M1.28%13F-HRTimeline
BUSH INVESTMENT GROUP, LLC64,623$2.92M2.28%-7,17113F-HRTimeline
FC Advisory LLC64,278$2.91M0.97%+1,84113F-HRTimeline
Maxwell Wealth Strategies Inc.64,166$2.9M1.18%-7,93213F-HRTimeline
TRUE Private Wealth Advisors63,806$2.88M0.35%-85,87613F-HRTimeline
Sunesis Advisors, LLC62,283$2.82M1.71%+65513F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC62,163$2.81M0.2%new13F-HRTimeline
Sigma Planning Corp61,519$2.78M0.09%-7,76013F-HRTimeline
SAX WEALTH ADVISORS, LLC60,789$2.75M0.22%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.60,723$2.74M1.52%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC60,100$2.72M0.08%-10,41613F-HRTimeline
Emergent Wealth Advisors, LLC60,008$2.71M1.96%+2,05713F-HRTimeline
EIGHT 31 FINANCIAL, LLC59,896$2.71M2.03%-55,62313F-HRTimeline
Pinion Investment Advisors, LLC59,874$2.71M1.08%+25,14913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC59,706$2.7M0.19%-49,62813F-HRTimeline
Evolution Wealth Advisors, LLC59,652$2.7M0.45%-5,78113F-HRTimeline
Howard Capital Management, LLC59,372$2.68M0.04%+10,44813F-HRTimeline
NWAM LLC59,182$2.68M0.17%-6,34013F-HRTimeline
Opal Wealth Advisors, LLC58,601$2.65M0.8%+2,47913F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC58,023$2.62M1.45%-6,58613F-HRTimeline
Retirement Wealth Solutions LLC58,420$2.62M2.21%13F-HRTimeline
VestGen Investment Management55,388$2.5M0.68%-25,07613F-HRTimeline
Wealthstar Advisors, LLC55,293$2.5M1.09%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC54,833$2.48M<0.01%+1,55113F-HRTimelineGroup
Tempus Wealth Planning, LLC54,830$2.48M0.76%+27713F-HRTimeline
Investment Advisory Group, LLC54,346$2.46M0.82%+40013F-HRTimeline
PRIVATE TRUST CO NA53,528$2.42M0.25%-5,49213F-HRTimeline
RDA Financial Network53,176$2.4M0.7%+16,23213F-HRTimeline
SUTTON PLACE INVESTORS LLC52,835$2.39M1.38%-12,73713F-HRTimeline
Western Wealth Management, LLC52,768$2.39M0.16%-10,90413F-HR/ATimeline
Montecito Bank & Trust52,568$2.38M0.41%-27113F-HRTimeline
Park Place Capital Corp52,043$2.35M0.66%-31,99413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS51,566$2.33M0.01%-55,97213F-HRTimeline
KFA Private Wealth Group, LLC50,232$2.27M0.95%-1,82813F-HRTimeline
Legacy Edge Advisors, LLC49,905$2.26M0.36%-2,64213F-HRTimeline
Optivise Advisory Services LLC49,816$2.25M1.21%-2,54613F-HRTimeline
Elios Financial Group Inc.49,742$2.25M1.06%-63613F-HRTimeline
Hutchens & Kramer Investment Management…49,431$2.23M1.21%-7,44913F-HRTimeline
Resurgent Financial Advisors LLC47,303$2.14M1.26%-1,29713F-HRTimeline
Hobbs Wealth Management, LLC47,056$2.13M2.43%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED46,709$2.11M0.2%+45,59113F-HRTimeline
Avantra Family Wealth, Inc.46,416$2.1M1.96%13F-HRTimeline
Northwest Capital Management Inc45,972$2.08M0.89%-6,59013F-HRTimeline
Investor's Fiduciary Advisor Network, L…45,742$2.07M0.79%13F-HRTimeline
Vertex Planning Partners, LLC45,569$2.06M0.45%-12,80913F-HRTimeline
JT Stratford LLC45,410$2.05M0.34%-6,01813F-HRTimeline
W ADVISORS, LLC44,772$2.02M1.25%-8,34613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…44,366$2.01M0.15%013F-HRTimeline
Blue Oak Capital, LLC44,318$2M1.22%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding44,151$2MnewTimeline
Dentgroup LLC43,738$1.98M1.51%+19,08413F-HRTimeline
Gen-Wealth Partners Inc43,682$1.97M0.85%-5,46013F-HRTimeline
GatePass Capital, LLC43,279$1.96M2.13%13F-HRTimeline
Heck Capital Advisors, LLC43,152$1.95M0.22%+18,30713F-HR/ATimeline
Merkkuri Wealth Advisors LLC42,464$1.92M1.52%-8,59613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC42,260$1.91M0.04%-4,97513F-HRTimeline
Geneos Wealth Management Inc.40,820$1.85M0.06%-1,37613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …40,359$1.82M0.15%-6,18713F-HR/ATimeline
Parallel Advisors, LLC40,182$1.82M0.04%+38,86513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…40,088$1.81M0.1%-4,86913F-HRTimelineGroup
Range Financial Group LLC39,990$1.81M0.83%new13F-HRTimeline
BridgePort Financial Solutions, LLC38,897$1.79M0.81%13F-HRTimeline
CFO4Life Group, LLC38,866$1.76M0.31%-110,89013F-HRTimeline
Able Wealth Management LLC38,493$1.74M1.14%+25,03713F-HRTimeline
WBH ADVISORY INC38,391$1.74M0.16%-57313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.38,346$1.73M0.08%-3,85513F-HRTimeline
Creative Planningin group Creative Planning38,287$1.73M<0.01%-16,42713F-HRTimelineGroup
Kelly Financial Services LLC37,262$1.69M0.61%-2,56013F-HR/ATimeline
Foster Group, Inc.36,865$1.67M0.06%-4,44813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC36,522$1.65M0.13%-11,59813F-HRTimeline
Seneca Financial Advisors LLC36,464$1.65M0.82%+5613F-HRTimeline
Bison Wealth, LLC36,191$1.64M0.2%13F-HRTimeline
Betterment LLC36,170$1.64M<0.01%+7,20013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC36,051$1.63M0.07%+19,05913F-HR/ATimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…35,850$1.62M0.02%-2,92213F-HRTimelineGroup
OMNI 360 Wealth, Inc.35,641$1.61M1.07%+3,45613F-HR/ATimeline
WORLD EQUITY GROUP, INC.35,464$1.6M0.34%+5,96813F-HRTimeline
CAP Partners, LLC35,377$1.6M1.13%-4,03213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC35,335$1.6M<0.01%-2,13213F-HRTimelineGroup
Quotient Wealth Partners, LLC35,289$1.6M0.05%+1,83613F-HRTimeline
Beacon Financial Advisory LLC35,104$1.59M0.52%+2,71913F-HRTimeline
Visionary Wealth Advisors35,020$1.58M0.09%-19,07013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC34,848$1.58M0.05%-3,53913F-HRTimeline
Tarbox Family Office, Inc.34,351$1.55M0.26%+4,01713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,570$1.52M0.01%+1,91813F-HRTimelineGroup
LexAurum Advisors, LLC33,134$1.5M0.3%-1,47113F-HRTimeline
Silverleafe Capital Partners, LLC33,051$1.49M0.47%new13F-HRTimeline
Two West Capital Advisors LLC32,912$1.49M1.28%+1,44913F-HRTimeline
Braun-Bostich & Associates Inc.32,743$1.48M1.07%-29,94913F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP31,888$1.44M0.37%-5,27413F-HRTimeline
Meridian Wealth Partners, LLC30,924$1.4M0.21%+6013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC30,844$1.39M0.1%-2,16813F-HRTimeline
Catalina Capital Group, LLC30,821$1.39M0.46%-7,76413F-HRTimeline
Laird Norton Wetherby Wealth Management…29,589$1.34M0.06%+65513F-HRTimeline
FLOW TRADERS U.S. LLC29,379$1.33M0.05%+16,94913F-HRTimeline
TrueWealth Advisors, LLC29,164$1.32M0.44%+2,37513F-HRTimeline
ASPIRIANT, LLC29,048$1.31M0.05%+11,21813F-HRTimeline
FWG Investments, LLC.28,910$1.31M1.02%+8,34813F-HRTimeline
Perennial Investment Advisors, LLC28,732$1.3M0.15%-3,30313F-HRTimeline
Sound Income Strategies, LLC28,453$1.29M0.08%+8,03013F-HRTimeline
EQ LLC28,309$1.28M0.6%-5,46913F-HRTimeline
Argent Advisors, Inc.28,306$1.28M0.47%-77413F-HRTimeline
Windward Private Wealth Management Inc.28,129$1.27M0.5%+2413F-HRTimeline
APPLETON PARTNERS INC/MA28,087$1.27M0.09%-1,48013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC27,773$1.27M0.46%13F-HRTimeline
Sowell Financial Services LLC27,888$1.26M0.07%-169,48913F-HRTimeline
Aveo Capital Partners, LLC27,377$1.24M0.14%+97013F-HRTimeline