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Disclosery

IUSB ISHARES TR

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SHS (fund)

739 managers (746 13F filers) reported a position in IUSB shares at 2025-06-30, 697,371,148 shares in all. 64 filers opened a position and 56 filers sold out during the quarter.

Managers
739
13F filers
746
New
64
Added
231
Reduced
372
Sold out
56
Shares held by filers
697,371,148

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
Snowden Capital Advisors LLC139,203$6.44M0.19%-24,03713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC138,963$6.42M0.57%-26,94413F-HR/ATimeline
B. Riley Wealth Advisors, Inc.138,944$6.42M0.31%-496,92013F-HRTimeline
Vertex Planning Partners, LLC138,858$6.42M1.34%-26,73213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC137,470$6.36M0.14%+3,53213F-HRTimeline
VALLEY NATIONAL ADVISERS INC134,162$6.2M1.01%-1,97113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC133,923$6.19M0.48%+19,39013F-HR/ATimeline
Leonard Rickey Investment Advisors P.L.…131,576$6.08M1.21%-161,28213F-HRTimeline
RCS Financial Planning, LLC130,898$6.05M3.01%-1,48013F-HRTimeline
Ashton Thomas Private Wealth, LLC129,750$6M0.21%-17,78113F-HRTimeline
PFW Advisors LLC128,665$5.95M1.83%-1,51013F-HRTimeline
Financial Advocates Investment Manageme…127,816$5.91M0.48%+85,75913F-HRTimeline
REGIMEN WEALTH, LLC126,420$5.84M1.81%-32,41713F-HRTimeline
Westside Investment Management, Inc.125,834$5.82M1.08%+78013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.123,940$5.73M<0.01%-20,26613F-HRTimelineGroup
Tradition Wealth Management, LLC123,929$5.73M0.46%-32,02513F-HRTimeline
EIGHT 31 FINANCIAL, LLC119,666$5.53M3.65%-18013F-HRTimeline
Patriot Financial Group Insurance Agenc…117,886$5.45M0.63%-41,06513F-HRTimeline
ORG Partners LLC116,215$5.37M1.14%+18,28713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC111,191$5.14M<0.01%-80,14113F-HRTimelineGroup
Randall & Associates Wealth Management109,454$5.06M3.89%-1,30013F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC109,603$5.05M3.23%+87713F-HRTimeline
LifePlan Investment Advisors, Inc.109,099$5.04M2.5%+2,04313F-HRTimeline
Ignite Planners, LLC108,950$4.99M0.87%+6,55913F-HR/ATimeline
CITY NATIONAL BANK OF FLORIDA /MSD104,155$4.82M3.5%+37,20013F-HRTimeline
Venturi Wealth Management, LLC102,244$4.73M0.23%-50713F-HRTimeline
First Heartland Consultants, Inc.101,388$4.69M0.42%+15,82013F-HRTimeline
Maia Wealth LLC101,364$4.69M0.89%-10,74713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…101,288$4.65M0.01%-27,93013F-HRTimeline
THEORY FINANCIAL LLC98,183$4.52M1.71%-17,99813F-HRTimeline
NorthCoast Asset Management LLC95,449$4.41M0.02%-3,91213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…95,253$4.4M0.09%+11,90113F-HRTimelineGroup
Lansing Street Advisors93,405$4.32M1.29%+70813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding92,689$4.28M+5,833Timeline
Arkadios Wealth Advisors91,637$4.24M0.13%+2,32813F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…91,163$4.21M0.45%-42,70813F-HR/ATimelineGroup
Shira Ridge Wealth Management90,437$4.18M1.91%-2,62513F-HRTimeline
Steward Partners Investment Advisory, L…89,793$4.15M0.03%-6,90713F-HRTimeline
Financial Engines Advisors L.L.C.89,170$4.12M0.01%-26,01713F-HRTimeline
White Lighthouse Investment Management …87,996$4.07M0.66%-1,36713F-HRTimeline
Creative Planningin group Creative Planning87,314$4.04M<0.01%-1,60713F-HRTimelineGroup
Keystone Wealth Services, LLC86,582$4M0.97%-35213F-HRTimeline
Life Planning Partners, Inc86,460$4M3.18%-6,37213F-HRTimeline
IFG Advisory, LLC85,521$3.95M0.2%-2,12213F-HRTimeline
DOHJ, LLC86,237$3.92M1.14%-72,07613F-HRTimeline
Lifelong Wealth Advisors, Inc.81,412$3.76M1.25%-11,64013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC80,793$3.74M1.62%-10,21513F-HRTimeline
HARBOUR INVESTMENTS, INC.80,477$3.72M0.09%-8,22613F-HRTimeline
Robertson Stephens Wealth Management, L…80,338$3.71M0.13%+3,82213F-HRTimeline
MONEYWISE, INC.79,792$3.69M1.73%-9,36213F-HRTimeline
R. W. Roge & Company, Inc.79,725$3.69M2.09%-10,75013F-HRTimeline
Blue Oak Capital, LLC78,240$3.62M1.9%+7,04313F-HRTimeline
Howard Capital Management, LLC78,146$3.61M0.05%+16,00513F-HRTimeline
Aspire Private Capital, LLC76,465$3.53M0.82%-73813F-HRTimeline
BOS Asset Management, LLC76,276$3.53M1.13%-19,08313F-HRTimeline
Alternative Investment Advisors, LLC.75,919$3.51M1.74%-4,12613F-HRTimeline
FULLCIRCLE WEALTH LLC75,850$3.51M1.31%-1,57513F-HRTimeline
Clear Creek Financial Management, LLC75,812$3.5M0.33%-15,56313F-HRTimeline
Arete Wealth Advisors, LLC75,797$3.5M0.25%-9,37913F-HRTimeline
Signal Advisors Wealth, LLC74,588$3.45M0.27%-10,74713F-HRTimeline
Retirement Wealth Solutions LLC73,175$3.38M2.47%+4,86813F-HRTimeline
Sheridan Capital Management, LLC72,804$3.37M2.32%013F-HRTimeline
M1 Capital Management LLC72,203$3.34M1.68%-16,56013F-HRTimeline
Richard W. Paul & Associates, LLC72,177$3.34M1.21%-93313F-HRTimeline
Two West Capital Advisors LLC71,160$3.27M2.14%+34,65913F-HRTimeline
Sovereign Financial Group, Inc.70,455$3.26M0.67%-33413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers69,871$3.23M0.01%-45,60913F-HRTimelineGroup
Columbus Macro, LLC69,500$3.21M0.39%+2,79513F-HRTimeline
Continuum Advisory, LLC69,141$3.2M0.38%+33413F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC66,626$3.08M2.47%-10,49913F-HRTimeline
Forefront Wealth Partners, LLC65,946$2.98M2.05%+6013F-HRTimeline
FC Advisory LLC63,821$2.95M0.91%+17213F-HRTimeline
Pines Wealth Management, LLC63,505$2.91M1.03%+1,53813F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC61,590$2.85M1.43%-17,16613F-HRTimeline
Western Wealth Management, LLC61,510$2.84M0.17%+70613F-HRTimeline
WealthPLAN Partners, LLC61,291$2.83M0.46%-16,32813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…60,757$2.81M0.13%-17,60913F-HRTimelineGroup
Seneca Financial Advisors LLC59,930$2.77M1.07%+24,34013F-HRTimeline
Evolution Wealth Advisors, LLC59,608$2.76M0.4%013F-HRTimeline
FORTE ASSET MANAGEMENT LLC58,897$2.72M1.39%-6,60013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS58,749$2.72M0.01%+3,96913F-HRTimeline
Emergent Wealth Advisors, LLC57,574$2.66M1.7%+1713F-HRTimeline
Smartleaf Asset Management LLC57,726$2.66M0.23%+13,00813F-HRTimeline
Pinion Investment Advisors, LLC57,444$2.66M0.92%-29,11613F-HRTimeline
Sigma Planning Corp56,985$2.63M0.08%-6,05013F-HRTimeline
Investment Advisory Group, LLC56,348$2.6M0.79%-5513F-HRTimeline
Heck Capital Advisors, LLC55,910$2.58M0.22%-64213F-HRTimeline
CoreCap Advisors, LLC55,841$2.58M0.1%-14,00813F-HRTimeline
Balance Wealth Partners LLC55,725$2.58M1.51%+2,97013F-HRTimeline
Clearview Wealth Advisors LLC55,610$2.57M1.79%-11,46713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV55,411$2.56M0.18%-16,11313F-HRTimeline
JT Stratford LLC55,067$2.55M0.39%-2,99413F-HRTimeline
Wealthstar Advisors, LLC54,827$2.53M0.95%-46713F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC54,808$2.53M1.27%-1,89413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…54,029$2.5M0.01%-1,508,09613F-HR/ATimelineGroup
KFA Private Wealth Group, LLC53,709$2.48M0.77%-2,02013F-HRTimeline
Able Wealth Management LLC53,461$2.47M1.25%+11,26013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.53,134$2.46M0.02%+14,75713F-HRTimelineGroup
BUSH INVESTMENT GROUP, LLC52,467$2.43M1.63%-12,31913F-HRTimeline
Americana Partners, LLC51,009$2.36M0.08%new13F-HRTimeline
Old North State Trust, LLC50,696$2.34M1.6%-234,48413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC50,699$2.34M0.18%-5,15813F-HRTimeline
Parallel Advisors, LLC50,505$2.33M0.05%+10,47113F-HRTimeline
Vestmark Advisory Solutions, Inc.49,863$2.31M0.03%-21,36213F-HRTimeline
PRIVATE TRUST CO NA48,237$2.23M0.21%+1,98313F-HRTimeline
W ADVISORS, LLC47,661$2.2M1.26%-1,11513F-HRTimeline
Tempus Wealth Planning, LLC47,012$2.17M0.54%-2,41013F-HRTimeline
DAVENPORT & Co LLC45,112$2.09M0.01%-1,15813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…43,951$2.03M0.14%-42513F-HRTimeline
Cooper Financial Group43,408$2.01M0.24%-42,94613F-HRTimeline
Freedom Investment Management, Inc.43,339$2M0.16%+13,25313F-HRTimeline
BridgePort Financial Solutions, LLC43,287$2M0.67%+4,41113F-HRTimeline
Tyche Wealth Partners LLC42,901$1.98M0.4%+28,97613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …42,843$1.98M0.13%+2,29513F-HR/ATimeline
Edgestream Partners, L.P.42,582$1.97M0.05%+6,57513F-HRTimeline
Avantra Family Wealth, Inc.42,424$1.96M1.62%-3,58313F-HRTimeline
Dentgroup LLC42,249$1.95M1.35%+4,71113F-HRTimeline
Capital Investment Advisory Services, L…41,932$1.94M0.16%-71013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC41,094$1.9M<0.01%-19,15513F-HRTimelineGroup
Resurgent Financial Advisors LLC40,895$1.89M1.04%-6,62613F-HRTimeline
Quotient Wealth Partners, LLC40,302$1.86M0.05%+1,48613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.40,295$1.86M0.08%+1,85713F-HRTimeline
Geneos Wealth Management Inc.40,166$1.86M0.05%-61,84113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC40,101$1.85M0.03%-50413F-HRTimeline
Wealth Group Ltd39,967$1.85M0.47%-3,08113F-HRTimeline
SUTTON PLACE INVESTORS LLC39,327$1.82M1.09%-10,51313F-HRTimeline
VestGen Investment Management39,215$1.81M1.3%-9,13813F-HRTimeline
KEYVANTAGE WEALTH, LLC39,054$1.81M0.81%-5,72413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC38,907$1.8M0.05%+6,44113F-HRTimeline
Capital Square, LLC39,322$1.8M0.96%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.38,553$1.78M0.02%-7,35313F-HRTimelineGroup
Aprio Wealth Management, LLC37,796$1.75M0.2%-23,68413F-HRTimeline
Spectrum Planning & Advisory Services I…37,627$1.74M1.13%-21,56813F-HRTimeline
RDA Financial Network37,476$1.73M0.47%-8,66213F-HRTimeline
Keebeck Wealth Management37,322$1.73M0.23%-100,48413F-HRTimeline
LexAurum Advisors, LLC36,991$1.71M0.27%+1,56113F-HRTimeline
Elios Financial Group Inc.36,956$1.71M0.77%-12,57213F-HRTimeline
Gen-Wealth Partners Inc36,948$1.71M0.66%-4,20913F-HRTimeline
OMNI 360 Wealth, Inc.36,857$1.7M1.06%-1,08513F-HR/ATimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding36,794$1.7M-3,604Timeline
Clearstead Advisors, LLC36,476$1.69M0.02%+4,81413F-HRTimeline
Betterment LLC36,429$1.68M<0.01%-65513F-HRTimeline
Legacy Edge Advisors, LLC36,304$1.68M0.22%+84113F-HRTimeline
NWAM LLC36,458$1.68M0.1%-16,11613F-HR/ATimeline
GatePass Capital, LLC36,237$1.68M1.11%-7,72513F-HRTimeline
TWO SIGMA SECURITIES, LLC35,948$1.66M0.21%+31,53213F-HRTimeline
Hobbs Wealth Management, LLC35,928$1.66M1.59%-7,32813F-HRTimeline
CAP Partners, LLC35,725$1.65M1.04%+1,90913F-HRTimeline
Lion Street Advisors, LLC35,685$1.65M0.5%+10,41513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC34,973$1.62M0.06%+2,45313F-HRTimeline
Investor's Fiduciary Advisor Network, L…34,804$1.61M0.6%-9,91813F-HRTimeline
AMERIFLEX GROUP, INC.34,810$1.61M0.84%+2,25113F-HRTimeline
Tradewinds, LLC.34,642$1.6M1.22%new13F-HRTimeline
Merkkuri Wealth Advisors LLC34,642$1.6M1.22%-8,33313F-HRTimeline
Silverleafe Capital Partners, LLC34,375$1.59M0.55%+3,07813F-HRTimeline
Beacon Financial Advisory LLC33,586$1.55M0.4%-4,04913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC33,376$1.54M0.01%+15,59713F-HRTimelineGroup
Richmond Investment Services, LLC32,480$1.5M0.32%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC32,473$1.5M0.11%-77413F-HRTimeline
Laird Norton Wetherby Wealth Management…32,048$1.48M0.07%13F-HRTimeline
Range Financial Group LLC31,909$1.48M0.58%-5,45213F-HRTimeline
Kelly Financial Services LLC31,740$1.47M0.43%-3,78313F-HRTimeline
Linscomb Wealth, Inc.31,474$1.46M0.07%+96113F-HRTimeline
Foster Group, Inc.31,199$1.44M0.05%-5,53413F-HRTimeline
WBH ADVISORY INC30,664$1.42M0.12%-1,78513F-HRTimeline
Northwest Capital Management Inc30,387$1.4M0.76%-9,33113F-HRTimeline
Hutchens & Kramer Investment Management…30,362$1.4M0.64%-12,68513F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP30,253$1.39M0.55%13F-HRTimeline
WORLD EQUITY GROUP, INC.30,099$1.39M0.38%-6,92113F-HRTimeline
TRUST POINT INC.30,075$1.39M0.13%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…29,770$1.38M0.02%-36513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.28,753$1.33M0.03%+3,05213F-HRTimeline
Argent Advisors, Inc.28,670$1.33M0.41%-2,87313F-HRTimeline
Farrell Financial LLC27,874$1.29M0.86%+1,85513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding27,843$1.29M+3,596Timeline
Klaas Financial Asset Advisors, LLC27,617$1.28M0.2%+49413F-HRTimeline
MSH Capital Advisors LLC27,608$1.28M0.37%+2,00513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC26,844$1.24M0.1%-5,59513F-HRTimeline
MN Wealth Advisors, LLC26,288$1.22M0.71%+4,47913F-HRTimeline
CW Advisors, LLC26,055$1.2M0.01%+6,11913F-HRTimeline
Latitude Advisors, LLC26,054$1.2M0.61%-1,04713F-HRTimeline
Windward Private Wealth Management Inc.25,906$1.2M0.43%-2,04413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.25,874$1.2M0.08%-26313F-HRTimelineGroup
BLALOCK WILLIAMS, LLC25,830$1.19M1.19%-40213F-HRTimeline
Certus Wealth Management, LLC25,736$1.19M0.77%013F-HRTimeline
Meridian Wealth Partners, LLC25,502$1.18M0.17%+4813F-HRTimeline
Patton Albertson Miller Group, LLC25,183$1.16M0.15%-3,19513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC25,024$1.16M<0.01%-77413F-HRTimelineGroup
Perennial Investment Advisors, LLC24,880$1.15M0.11%-4,92213F-HRTimeline
ETF Portfolio Partners, Inc.24,873$1.15M0.32%-12913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI24,565$1.14M0.07%+4813F-HRTimeline
Sound Income Strategies, LLC24,470$1.13M0.06%-44013F-HRTimeline
APPLETON PARTNERS INC/MA24,320$1.12M0.08%-1,11213F-HRTimeline
Semmax Financial Advisors Inc.23,927$1.1M0.28%-3,94413F-HRTimeline
Visionary Horizons, LLC23,793$1.1M0.7%+4,89913F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC23,707$1.1M0.38%-3,43313F-HRTimeline
LPWM LLC23,430$1.08M0.32%+12,25013F-HRTimeline
Lifeworks Advisors, LLC23,383$1.08M0.16%-3313F-HRTimeline
EQ LLC23,338$1.08M0.42%-12,15813F-HRTimeline
Moors & Cabot, Inc.23,318$1.08M0.05%-1,82913F-HRTimeline