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Disclosery

IUSB ISHARES TR

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SHS (fund)

732 managers (739 13F filers) reported a position in IUSB shares at 2025-03-31, 705,296,443 shares in all. 68 filers opened a position and 52 filers sold out during the quarter.

Managers
732
13F filers
739
New
68
Added
274
Reduced
322
Sold out
52
Shares held by filers
705,296,443

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
DOHJ, LLC158,313$7.3M1.67%-58,12613F-HRTimeline
BCU Wealth Advisors, LLC156,759$7.22M3.76%+23,24313F-HRTimeline
Tradition Wealth Management, LLC155,954$7.19M0.63%+2,51913F-HRTimeline
Yukon Wealth Management, Inc.153,396$7.07M2.93%13F-HRTimeline
Davis Wealth Advisors, LLC152,073$7.01M7.92%+14,28813F-HRTimeline
Gateway Wealth Partners, LLC148,349$6.84M1.54%+17,50313F-HRTimeline
Hoese & Co LLP148,261$6.83M5.92%-4,08113F-HRTimeline
Ashton Thomas Private Wealth, LLC147,531$6.8M0.26%+14,57713F-HRTimeline
Invesco Ltd.in group Invesco Ltd.144,206$6.65M<0.01%-22,27813F-HRTimelineGroup
Royal Fund Management, LLC143,641$6.63M0.79%+5,16813F-HRTimeline
IFP Advisors, Inc139,345$6.42M0.2%+12,38913F-HRTimeline
Keebeck Wealth Management137,806$6.35M0.94%+44,16813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management137,198$6.32M0.2%-7,84313F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC136,133$6.27M1.13%-1,86413F-HRTimeline
Advisory Resource Group134,103$6.18M1.26%+7,74613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC133,938$6.17M0.16%+68,23113F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…133,871$6.17M0.67%+34,62813F-HR/ATimelineGroup
RCS Financial Planning, LLC132,378$6.1M3.22%-22,03713F-HRTimeline
PFW Advisors LLC130,175$6M1.88%-3,74513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…129,218$5.95M0.01%-82,94613F-HRTimeline
Westside Investment Management, Inc.125,054$5.76M1.23%+5,12513F-HRTimeline
EIGHT 31 FINANCIAL, LLC119,846$5.52M3.54%+59,95013F-HRTimeline
THEORY FINANCIAL LLC116,181$5.35M2.26%+9513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers115,480$5.32M0.01%-484,13513F-HRTimelineGroup
Financial Engines Advisors L.L.C.115,187$5.31M0.01%-117,28813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC114,533$5.28M0.45%-4,74213F-HR/ATimeline
Worth Financial Advisory Group, LLC113,324$5.22M3.32%-5,04913F-HRTimeline
Randall & Associates Wealth Management110,754$5.1M4.21%+4,29513F-HRTimeline
Maia Wealth LLC112,111$5.09M1.15%+4,21013F-HRTimeline
SAX WEALTH ADVISORS, LLC108,768$5.01M0.36%+47,97913F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC108,726$4.95M3.44%-16,41913F-HRTimeline
LifePlan Investment Advisors, Inc.107,056$4.93M2.84%+14,16513F-HRTimeline
Venturi Wealth Management, LLC102,751$4.73M0.25%-2,33813F-HRTimeline
Concorde Asset Management, LLC103,322$4.71M2.54%-12,72113F-HRTimeline
Geneos Wealth Management Inc.102,007$4.7M0.07%+61,18713F-HRTimeline
Ignite Planners, LLC102,391$4.69M0.92%+7,87013F-HRTimeline
NorthCoast Asset Management LLC99,361$4.58M0.02%+20013F-HR/ATimeline
ORG Partners LLC97,928$4.5M1.11%-433,66113F-HRTimeline
Steward Partners Investment Advisory, L…96,700$4.46M0.04%+6,89513F-HRTimeline
BOS Asset Management, LLC95,359$4.39M1.51%-3,50413F-HRTimeline
Shira Ridge Wealth Management93,062$4.29M2.14%-4,86713F-HRTimeline
Lifelong Wealth Advisors, Inc.93,052$4.29M2.01%-31313F-HRTimeline
Life Planning Partners, Inc92,832$4.28M3.87%-4,09113F-HRTimeline
Lansing Street Advisors92,697$4.27M1.43%-6,13313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…91,397$4.21M0.14%+73,84713F-HRTimelineGroup
Clear Creek Financial Management, LLC91,375$4.21M0.44%+13,89713F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC91,008$4.19M2%-4,34413F-HRTimeline
R. W. Roge & Company, Inc.90,475$4.17M2.28%-94,18913F-HRTimeline
White Lighthouse Investment Management …89,363$4.12M0.74%-2,75713F-HRTimeline
Arkadios Wealth Advisors89,309$4.12M0.16%+23,88413F-HRTimeline
MONEYWISE, INC.89,154$4.11M2.18%-27,43413F-HRTimeline
Creative Planningin group Creative Planning88,921$4.1M<0.01%+50,63413F-HRTimelineGroup
M1 Capital Management LLC88,763$4.09M2.56%-27,89913F-HRTimeline
HARBOUR INVESTMENTS, INC.88,703$4.09M0.12%-43,67913F-HRTimeline
IFG Advisory, LLC87,643$4.04M0.22%+7,74213F-HRTimeline
Keystone Wealth Services, LLC86,934$4.01M1.08%-4,73213F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding86,856$4M-32,566Timeline
Pinion Investment Advisors, LLC86,560$3.99M0.88%+26,68613F-HRTimeline
Cooper Financial Group86,354$3.98M0.52%+12,78713F-HRTimeline
First Heartland Consultants, Inc.85,568$3.94M0.41%-18,16113F-HRTimeline
Signal Advisors Wealth, LLC85,335$3.93M0.38%-11,31413F-HRTimeline
Arete Wealth Advisors, LLC85,176$3.92M0.3%-3,46813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…83,352$3.84M0.09%-74513F-HRTimelineGroup
Alternative Investment Advisors, LLC.80,045$3.69M1.95%+5,79713F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC78,756$3.63M2.08%-11,86513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…78,366$3.61M0.2%+38,27813F-HRTimelineGroup
WealthPLAN Partners, LLC77,619$3.58M0.5%+1,70113F-HRTimeline
FULLCIRCLE WEALTH LLC77,425$3.56M1.47%-3,45413F-HRTimeline
Aspire Private Capital, LLC77,203$3.56M0.88%+89813F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC77,125$3.55M2.7%-3,29113F-HRTimeline
Robertson Stephens Wealth Management, L…76,516$3.53M0.13%-15,89113F-HRTimeline
Tidemark, LLC74,660$3.44M1.26%-3,71013F-HRTimeline
Richard W. Paul & Associates, LLC73,110$3.37M1.32%+4,27813F-HRTimeline
Sheridan Capital Management, LLC72,804$3.35M2.44%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV71,524$3.3M0.26%-5,17313F-HRTimeline
Vestmark Advisory Solutions, Inc.71,225$3.28M0.08%new13F-HRTimeline
Blue Oak Capital, LLC71,197$3.28M1.81%+26,87913F-HRTimeline
Sovereign Financial Group, Inc.70,789$3.26M0.75%-1,32213F-HRTimeline
CoreCap Advisors, LLC69,849$3.22M0.14%+47,45213F-HRTimeline
Continuum Advisory, LLC68,807$3.17M0.41%+3,13313F-HRTimeline
Retirement Wealth Solutions LLC68,307$3.15M2.54%+9,88713F-HRTimeline
STRATEGY ASSET MANAGERS LLC68,097$3.14M0.65%+2,14913F-HRTimeline
Clearview Wealth Advisors LLC67,077$3.09M2.31%-20,76713F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD66,955$3.09M2.78%-89,19213F-HRTimeline
Columbus Macro, LLC66,705$3.07M0.41%+87513F-HRTimeline
Forefront Wealth Partners, LLC65,886$3.04M2.07%-6013F-HRTimeline
FORTE ASSET MANAGEMENT LLC65,497$3.02M1.52%new13F-HRTimeline
Sunesis Advisors, LLC65,038$3M1.63%+2,75513F-HRTimeline
BUSH INVESTMENT GROUP, LLC64,786$2.99M2.25%+16313F-HRTimeline
FC Advisory LLC63,649$2.93M0.99%-62913F-HRTimeline
OLD MISSION CAPITAL LLC63,532$2.93M0.06%new13F-HRTimeline
Sigma Planning Corp63,035$2.9M0.09%+1,51613F-HRTimeline
Howard Capital Management, LLC62,141$2.86M0.07%+2,76913F-HRTimeline
Aprio Wealth Management, LLC61,480$2.83M0.35%new13F-HRTimeline
Pines Wealth Management, LLC61,967$2.81M1.3%-3,55113F-HRTimeline
Western Wealth Management, LLC60,804$2.8M0.19%+8,03613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC60,249$2.78M<0.01%+5,41613F-HRTimelineGroup
Evolution Wealth Advisors, LLC59,608$2.75M0.46%-4413F-HRTimeline
Spectrum Planning & Advisory Services I…59,195$2.73M2.27%-95,22413F-HRTimeline
Financial Advocates Investment Manageme…42,057$2.71M0.19%-106,14813F-HRTimeline
JT Stratford LLC58,061$2.68M0.47%+12,65113F-HRTimeline
Saxony Capital Management, LLC57,632$2.66M2.33%new13F-HRTimeline
Emergent Wealth Advisors, LLC57,557$2.65M1.92%-2,45113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC56,702$2.61M1.51%-1,32113F-HRTimeline
Heck Capital Advisors, LLC56,552$2.61M0.29%+13,40013F-HRTimeline
Investment Advisory Group, LLC56,403$2.6M0.87%+2,05713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC55,857$2.57M0.19%-3,84913F-HRTimeline
KFA Private Wealth Group, LLC55,729$2.57M0.9%+5,49713F-HRTimeline
Wealthstar Advisors, LLC55,294$2.55M1.17%+113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS54,780$2.52M0.01%+3,21413F-HRTimeline
Montecito Bank & Trust53,898$2.48M0.44%+1,33013F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…53,475$2.46M0.45%-64,82213F-HRTimelineGroup
Balance Wealth Partners LLC52,755$2.43M1.58%13F-HRTimeline
NWAM LLC52,574$2.42M0.21%-6,60813F-HRTimeline
SUTTON PLACE INVESTORS LLC49,840$2.3M1.54%-2,99513F-HRTimeline
Elios Financial Group Inc.49,528$2.28M1.13%-21413F-HRTimeline
Tempus Wealth Planning, LLC49,422$2.28M0.68%-5,40813F-HRTimeline
W ADVISORS, LLC48,776$2.25M1.41%+4,00413F-HRTimeline
VestGen Investment Management48,353$2.23M1.68%-7,03513F-HRTimeline
Resurgent Financial Advisors LLC47,521$2.19M1.32%+21813F-HRTimeline
DAVENPORT & Co LLC46,270$2.13M0.01%+20,58313F-HRTimeline
PRIVATE TRUST CO NA46,254$2.13M0.22%-7,27413F-HRTimeline
RDA Financial Network46,138$2.13M0.63%-7,03813F-HRTimeline
Avantra Family Wealth, Inc.46,007$2.12M2.03%-40913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding45,906$2.12M-377,880Timeline
KEYVANTAGE WEALTH, LLC44,778$2.06M1%-80,82413F-HRTimeline
Investor's Fiduciary Advisor Network, L…44,722$2.06M0.97%-1,02013F-HRTimeline
Smartleaf Asset Management LLC44,718$2.06M0.2%+25,67713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…44,376$2.04M0.15%+1013F-HRTimeline
Visionary Wealth Advisors43,988$2.03M0.12%+8,96813F-HRTimeline
GatePass Capital, LLC43,962$2.03M1.52%+68313F-HRTimeline
GWN SECURITIES INC.43,431$2M0.11%new13F-HRTimeline
Hobbs Wealth Management, LLC43,256$1.99M2.21%-3,80013F-HR/ATimeline
Wealth Group Ltd43,048$1.98M0.58%-32,10713F-HRTimeline
Hutchens & Kramer Investment Management…43,047$1.98M1.09%-6,38413F-HRTimeline
Merkkuri Wealth Advisors LLC42,975$1.98M1.7%+51113F-HRTimeline
Capital Investment Advisory Services, L…42,642$1.96M0.18%+34,14613F-HRTimeline
Able Wealth Management LLC42,201$1.94M1.15%+3,70813F-HRTimeline
Gen-Wealth Partners Inc41,157$1.9M0.79%-2,52513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC40,605$1.87M0.04%-1,65513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …40,548$1.87M0.15%+18913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding40,398$1.86M-3,753Timeline
Parallel Advisors, LLC40,034$1.84M0.04%-14813F-HRTimeline
Northwest Capital Management Inc39,718$1.83M0.75%-6,25413F-HRTimeline
BridgePort Financial Solutions, LLC38,876$1.79M0.81%-2113F-HRTimeline
Quotient Wealth Partners, LLC38,816$1.79M0.06%+3,52713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.38,438$1.77M0.09%+9213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.38,377$1.77M0.02%+4,80713F-HRTimelineGroup
OMNI 360 Wealth, Inc.37,942$1.75M1.17%+2,30113F-HR/ATimeline
Beacon Financial Advisory LLC37,635$1.73M0.53%+2,53113F-HRTimeline
Dentgroup LLC37,538$1.73M1.3%-6,20013F-HRTimeline
Range Financial Group LLC37,361$1.72M0.76%-2,62913F-HRTimeline
Betterment LLC37,084$1.71M<0.01%+91413F-HRTimeline
WORLD EQUITY GROUP, INC.37,020$1.71M0.49%+1,55613F-HRTimeline
Foster Group, Inc.36,733$1.69M0.06%-13213F-HRTimeline
Edgestream Partners, L.P.36,007$1.66M0.06%new13F-HRTimeline
Two West Capital Advisors LLC36,501$1.65M1.38%+3,58913F-HRTimeline
Seneca Financial Advisors LLC35,590$1.64M0.79%-87413F-HRTimeline
Kelly Financial Services LLC35,523$1.64M0.57%-1,73913F-HRTimeline
EQ LLC35,496$1.64M0.76%+7,18713F-HRTimeline
Legacy Edge Advisors, LLC35,463$1.63M0.25%-14,44213F-HRTimeline
LexAurum Advisors, LLC35,430$1.63M0.31%+2,29613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,887$1.61M<0.01%new13F-HRTimelineGroup
CAP Partners, LLC33,816$1.56M1.13%-1,56113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC33,247$1.53M0.12%-3,27513F-HRTimeline
AMERIFLEX GROUP, INC.32,559$1.5M0.61%+30,90213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC32,520$1.5M0.06%-3,53113F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC32,466$1.5M0.05%-2,38213F-HRTimeline
WBH ADVISORY INC32,449$1.5M0.14%-5,94213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC32,439$1.49M0.14%+1,59513F-HR/ATimeline
Clearstead Advisors, LLC31,662$1.46M0.02%+4,98613F-HRTimeline
Argent Advisors, Inc.31,543$1.45M0.49%+3,23713F-HRTimeline
Brookwood Investment Group LLC31,370$1.45M0.25%13F-HRTimeline
Silverleafe Capital Partners, LLC31,297$1.44M0.5%-1,75413F-HRTimeline
Linscomb Wealth, Inc.30,513$1.41M0.07%+4,44813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…30,135$1.39M0.02%-5,71513F-HRTimelineGroup
Freedom Investment Management, Inc.30,086$1.39M0.12%+24,08913F-HRTimeline
Perennial Investment Advisors, LLC29,802$1.37M0.15%+1,07013F-HRTimeline
Bison Wealth, LLC28,694$1.32M0.12%-7,49713F-HRTimeline
Patton Albertson Miller Group, LLC28,378$1.31M0.19%+23,76013F-HR/ATimeline
TRUE Private Wealth Advisors28,240$1.3M0.16%-35,56613F-HRTimeline
Windward Private Wealth Management Inc.27,950$1.29M0.5%-17913F-HRTimeline
Semmax Financial Advisors Inc.27,871$1.27M0.34%+78913F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC27,140$1.25M0.48%-63313F-HRTimeline
Cresset Asset Management, LLC27,133$1.25M0.01%+6,28513F-HRTimeline
Klaas Financial Asset Advisors, LLC27,123$1.25M0.22%+43713F-HRTimeline
Latitude Advisors, LLC27,101$1.25M0.73%+82813F-HRTimeline
CFO4Life Group, LLC27,016$1.24M0.21%-11,85013F-HRTimeline
BLALOCK WILLIAMS, LLC26,232$1.21M1.35%+10813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.26,137$1.2M0.09%-51213F-HRTimelineGroup
Catalina Capital Group, LLC26,038$1.2M0.8%-4,78313F-HRTimeline
Farrell Financial LLC26,019$1.2M0.87%+1,66113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC25,798$1.19M<0.01%-9,53713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.25,701$1.18M0.04%new13F-HRTimeline
MSH Capital Advisors LLC25,603$1.18M0.36%+7,59813F-HRTimeline
Meridian Wealth Partners, LLC25,454$1.17M0.19%-5,47013F-HRTimeline
APPLETON PARTNERS INC/MA25,432$1.17M0.09%-2,65513F-HRTimeline
Certus Wealth Management, LLC25,736$1.17M0.79%013F-HRTimeline
Sowell Financial Services LLC25,291$1.17M0.05%-2,59713F-HRTimeline
Lion Street Advisors, LLC25,270$1.16M0.37%+7,55213F-HRTimeline