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Disclosery

IUSB ISHARES TR

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SHS (fund)

747 managers (755 13F filers) reported a position in IUSB shares at 2025-09-30, 682,574,453 shares in all. 67 filers opened a position and 57 filers sold out during the quarter.

Managers
747
13F filers
755
New
67
Added
263
Reduced
344
Sold out
57
Shares held by filers
682,574,453

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Hoese & Co LLP131,867$6.16M4.71%-7,72013F-HRTimeline
B. Riley Wealth Advisors, Inc.131,670$6.15M0.3%-7,27413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC129,684$6.06M0.47%-9,27913F-HR/ATimeline
EIGHT 31 FINANCIAL, LLC129,647$6.06M3.41%+9,98113F-HRTimeline
REGIMEN WEALTH, LLC129,057$6.03M1.79%+2,63713F-HRTimeline
PFW Advisors LLC128,921$6.02M1.78%+25613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC128,900$6.02M0.12%-8,57013F-HRTimeline
BCU Wealth Advisors, LLC126,342$5.9M2.39%-26,27413F-HRTimeline
Westside Investment Management, Inc.126,124$5.89M0.94%+29013F-HRTimeline
RCS Financial Planning, LLC125,455$5.86M2.6%-5,44313F-HRTimeline
SageView Advisory Group, LLC124,301$5.81M0.2%+106,59713F-HRTimeline
SWMG, LLC122,595$5.77M1.74%-32,69013F-HRTimeline
Mach-1 Financial Group, LLC122,739$5.73M0.92%new13F-HRTimeline
Integrity Advisory Solutions, LLC122,739$5.73M0.92%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…122,087$5.69M0.01%+20,79913F-HRTimeline
Venturi Wealth Management, LLC115,264$5.38M0.25%+13,02013F-HRTimeline
RFG Advisory, LLC114,798$5.36M0.11%-100,06713F-HRTimeline
ORG Partners LLC111,340$5.28M0.96%-4,87513F-HRTimeline
Betterment LLC105,991$4.95M0.01%+69,56213F-HRTimeline
FORTE ASSET MANAGEMENT LLC105,921$4.95M2.38%+47,02413F-HRTimeline
Vertex Planning Partners, LLC105,879$4.95M0.95%-32,97913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC105,799$4.94M<0.01%-5,39213F-HRTimelineGroup
Ignite Planners, LLC104,715$4.89M0.8%-4,23513F-HRTimeline
Copperleaf Capital, LLC104,341$4.87M2.34%-61,34713F-HRTimeline
LifePlan Investment Advisors, Inc.103,393$4.83M2.03%-5,70613F-HRTimeline
Financial Advocates Investment Manageme…101,424$4.74M2.66%-26,39213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…100,372$4.69M0.51%+9,20913F-HR/ATimelineGroup
Pinion Investment Advisors, LLC95,829$4.51M1.23%+38,38513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV95,457$4.46M0.01%-128,54713F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD95,328$4.45M2.94%-8,82713F-HRTimeline
Patriot Financial Group Insurance Agenc…93,987$4.39M0.56%-23,89913F-HRTimeline
Concorde Asset Management, LLC93,336$4.36M1.82%13F-HRTimeline
NorthCoast Asset Management LLC93,198$4.35M0.02%-2,25113F-HRTimeline
Financial Engines Advisors L.L.C.91,227$4.26M0.01%+2,05713F-HRTimeline
Arkadios Wealth Advisors89,792$4.19M0.1%-1,84513F-HRTimeline
MONEYWISE, INC.89,450$4.18M1.89%+9,65813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC89,370$4.17M0.01%-87,22513F-HRTimelineGroup
Tradition Wealth Management, LLC88,435$4.13M0.31%-35,49413F-HRTimeline
Maridea Wealth Management LLC87,744$4.13M0.64%new13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding87,266$4.08M-5,423Timeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers86,095$4.02M0.01%+16,22413F-HRTimelineGroup
First Heartland Consultants, Inc.85,927$4.01M0.32%-15,46113F-HRTimeline
Shira Ridge Wealth Management85,345$3.99M1.69%-5,09213F-HRTimeline
Lifelong Wealth Advisors, Inc.83,934$3.92M1.17%+2,52213F-HRTimeline
White Lighthouse Investment Management …83,926$3.92M0.6%-4,07013F-HRTimeline
Life Planning Partners, Inc82,781$3.87M2.82%-3,67913F-HRTimeline
Howard Capital Management, LLC80,686$3.77M0.05%+2,54013F-HRTimeline
Clear Creek Financial Management, LLC80,058$3.74M0.32%+4,24613F-HRTimeline
BOS Asset Management, LLC79,819$3.73M1.05%+3,54313F-HRTimeline
R. W. Roge & Company, Inc.79,725$3.72M1.91%013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…79,312$3.7M0.7%-52,26413F-HRTimeline
Waverly Advisors, LLC77,227$3.61M0.04%-207,57313F-HRTimeline
THEORY FINANCIAL LLC76,407$3.6M1.27%-21,77613F-HRTimeline
Steward Partners Investment Advisory, L…76,222$3.56M0.02%-13,57113F-HRTimeline
IFG Advisory, LLC73,954$3.45M0.16%-11,56713F-HRTimeline
Continuum Advisory, LLC73,363$3.43M0.36%+4,22213F-HRTimeline
HARBOUR INVESTMENTS, INC.73,084$3.41M0.08%-7,39313F-HRTimeline
Maia Wealth LLC73,022$3.41M0.57%-28,34213F-HRTimeline
Sheridan Capital Management, LLC72,730$3.4M1.79%-7413F-HRTimeline
Richard W. Paul & Associates, LLC72,525$3.39M1.16%+34813F-HRTimeline
Alternative Investment Advisors, LLC.72,474$3.39M1.54%-3,44513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC72,172$3.37M2.78%+5,54613F-HRTimeline
FULLCIRCLE WEALTH LLC71,218$3.32M1.17%-4,63213F-HRTimeline
M1 Capital Management LLC70,806$3.31M1.43%-1,39713F-HRTimeline
Sunesis Advisors, LLC70,312$3.28M1.53%13F-HRTimeline
Arete Wealth Advisors, LLC70,273$3.28M0.21%-5,52413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…70,203$3.28M<0.01%+61,03613F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC68,938$3.22M1.27%-11,85513F-HRTimeline
Aspire Private Capital, LLC68,744$3.21M0.71%-7,72113F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.67,922$3.17M0.02%+14,78813F-HRTimelineGroup
Two West Capital Advisors LLC66,315$3.12M1.89%-4,84513F-HRTimeline
Retirement Wealth Solutions LLC65,262$3.05M2%-7,91313F-HRTimeline
Pines Wealth Management, LLC65,219$3.05M1.03%+1,71413F-HRTimeline
FC Advisory LLC64,253$3M0.88%+43213F-HRTimeline
Able Wealth Management LLC63,403$2.96M1.11%+9,94213F-HRTimeline
Signal Advisors Wealth, LLC62,599$2.92M0.27%-11,98913F-HRTimeline
Western Wealth Management, LLC61,708$2.88M0.15%+19813F-HRTimeline
Investment Advisory Group, LLC61,076$2.85M0.78%+4,72813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …60,815$2.84M0.5%+38,97513F-HRTimeline
Montecito Bank & Trust60,598$2.83M0.44%13F-HRTimeline
Forefront Wealth Partners, LLC60,529$2.83M0.71%-5,41713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS60,135$2.81M0.01%+1,38613F-HRTimeline
Seneca Financial Advisors LLC60,047$2.8M0.92%+11713F-HRTimeline
Sovereign Financial Group, Inc.57,466$2.68M0.5%-12,98913F-HRTimeline
Clearview Wealth Advisors LLC56,824$2.65M1.7%+1,21413F-HRTimeline
Royal Fund Management, LLC56,582$2.64M0.32%-91,71413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC55,761$2.6M0.01%+22,38513F-HRTimelineGroup
KFA Private Wealth Group, LLC54,976$2.57M0.73%+1,26713F-HRTimeline
Emergent Wealth Advisors, LLC54,918$2.57M1.49%-2,65613F-HRTimeline
Park Place Capital Corp54,024$2.52M0.53%+47,61113F-HRTimeline
Wealthstar Advisors, LLC53,682$2.51M0.99%-1,14513F-HRTimeline
CoreCap Advisors, LLC53,327$2.49M0.09%-2,51413F-HRTimeline
Tyche Wealth Partners LLC53,011$2.48M0.43%+10,11013F-HRTimeline
STRATEGY ASSET MANAGERS LLC52,160$2.44M0.44%+38,89613F-HRTimeline
WealthPLAN Partners, LLC52,158$2.44M0.37%-9,13313F-HRTimeline
Balance Wealth Partners LLC51,724$2.42M0.6%-4,00113F-HRTimeline
J.W. COLE ADVISORS, INC.51,488$2.4M0.05%+22,73513F-HRTimeline
Dentgroup LLC50,757$2.37M1.53%+8,50813F-HRTimeline
Parallel Advisors, LLC50,530$2.36M0.04%+2513F-HRTimeline
Americana Partners, LLC50,342$2.35M0.07%-66713F-HRTimeline
Sigma Planning Corp49,529$2.31M0.07%-7,45613F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC49,252$2.3M0.99%-5,55613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC48,892$2.28M<0.01%+7,79813F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding48,366$2.26M+11,572Timeline
PRIVATE TRUST CO NA46,346$2.16M0.19%-1,89113F-HRTimeline
Edgestream Partners, L.P.46,056$2.15M0.06%+3,47413F-HRTimeline
Smartleaf Asset Management LLC45,952$2.15M0.13%-11,77413F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC45,105$2.11M1.06%-16,48513F-HRTimeline
Columbus Macro, LLC44,873$2.1M0.24%-24,62713F-HRTimeline
BUSH INVESTMENT GROUP, LLC44,128$2.06M1.22%-8,33913F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…43,967$2.05M0.13%+1613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC43,654$2.04M0.14%-7,04513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …43,610$2.04M0.12%+76713F-HRTimeline
DAVENPORT & Co LLC42,728$2M0.01%-2,38413F-HRTimeline
Cooper Financial Group42,678$1.99M0.22%-73013F-HRTimeline
Old North State Trust, LLC41,793$1.95M1.19%-8,90313F-HRTimeline
Strategic Wealth Partners, Ltd.41,472$1.94M0.14%+40,46213F-HRTimeline
RENASANT BANK41,356$1.93M1.23%+36,96913F-HRTimeline
Geneos Wealth Management Inc.40,993$1.91M0.05%+82713F-HRTimeline
Keebeck Wealth Management40,927$1.91M0.23%+3,60513F-HRTimeline
W ADVISORS, LLC40,748$1.9M1%-6,91313F-HRTimeline
Ausdal Financial Partners, Inc.40,553$1.89M0.09%+25,50413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.40,535$1.89M0.08%+24013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV40,531$1.89M0.13%-14,88013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd40,440$1.89M0.02%new13F-HRTimelineGroup
Capital Square, LLC40,340$1.88M0.96%+1,01813F-HRTimeline
Richmond Investment Services, LLC40,204$1.88M0.35%+7,72413F-HRTimeline
Vestmark Advisory Solutions, Inc.38,839$1.81M0.03%-11,02413F-HRTimeline
Quotient Wealth Partners, LLC38,538$1.8M0.05%-1,76413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC38,391$1.79M0.04%-51613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding38,202$1.78M+10,359Timeline
Tempus Wealth Planning, LLC38,166$1.78M0.41%-8,84613F-HRTimeline
GatePass Capital, LLC37,951$1.77M1.02%+1,71413F-HRTimeline
VestGen Investment Management37,798$1.77M1.06%-1,41713F-HRTimeline
Secure Asset Management, LLC36,691$1.71M0.28%+15,18413F-HRTimeline
KEYVANTAGE WEALTH, LLC36,557$1.71M0.72%-2,49713F-HRTimeline
Clearstead Advisors, LLC35,785$1.67M0.02%-69113F-HRTimeline
Aprio Wealth Management, LLC35,258$1.65M0.16%-2,53813F-HRTimeline
Spectrum Planning & Advisory Services I…34,954$1.63M0.92%-2,67313F-HRTimeline
Blue Capital, Inc.34,922$1.63M1.21%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC34,857$1.63M0.02%-5,24413F-HRTimeline
Resurgent Financial Advisors LLC34,818$1.63M0.8%-6,07713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC34,332$1.6M0.38%+15,90013F-HRTimeline
OMNI 360 Wealth, Inc.34,280$1.6M0.9%-2,57713F-HRTimeline
Range Financial Group LLC34,114$1.59M0.58%+2,20513F-HRTimeline
Silverleafe Capital Partners, LLC34,078$1.59M0.49%-29713F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…33,998$1.59M0.71%new13F-HRTimeline
Legacy Edge Advisors, LLC33,640$1.57M0.19%-2,66413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC33,619$1.57M0.05%-1,35413F-HRTimeline
CAP Partners, LLC32,985$1.54M0.87%-2,74013F-HRTimeline
Capital Investment Advisory Services, L…32,807$1.53M0.12%-9,12513F-HRTimeline
Aptus Capital Advisors, LLC32,391$1.51M0.01%-296,80513F-HRTimeline
SUTTON PLACE INVESTORS LLC31,944$1.49M0.85%-7,38313F-HRTimeline
Argent Advisors, Inc.31,882$1.49M0.44%+3,21213F-HRTimeline
Laird Norton Wetherby Wealth Management…31,832$1.49M0.06%-21613F-HRTimeline
Linscomb Wealth, Inc.31,738$1.48M0.06%+26413F-HRTimeline
NWAM LLC31,199$1.47M0.08%-5,25913F-HR/ATimeline
Foster Group, Inc.30,716$1.43M0.05%-48313F-HRTimeline
WBH ADVISORY INC30,647$1.43M0.11%-1713F-HRTimeline
RDA Financial Network30,489$1.42M0.35%-6,98713F-HRTimeline
Advyzon Investment Management, LLC30,379$1.42M0.24%+11,14713F-HRTimeline
LexAurum Advisors, LLC30,294$1.42M0.2%-6,69713F-HRTimeline
Klaas Financial Asset Advisors, LLC30,138$1.41M0.21%+2,52113F-HRTimeline
TRUST POINT INC.30,075$1.4M0.11%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC30,040$1.4M0.08%+3,19613F-HRTimeline
WORLD EQUITY GROUP, INC.29,778$1.39M0.32%-32113F-HRTimeline
Kelly Financial Services LLC29,565$1.38M0.36%-2,17513F-HRTimeline
Retireful, LLC29,513$1.38M1.33%new13F-HRTimeline
Sculati Wealth Management, LLC29,472$1.38M0.49%+16,05113F-HRTimeline
Visionary Horizons, LLC29,348$1.37M0.77%+5,55513F-HRTimeline
Gen-Wealth Partners Inc29,295$1.37M0.46%-7,65313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…28,835$1.35M0.02%-93513F-HRTimelineGroup
BridgePort Financial Solutions, LLC28,528$1.33M0.36%-14,75913F-HRTimeline
Investor's Fiduciary Advisor Network, L…28,174$1.32M0.45%-6,63013F-HRTimeline
Beacon Financial Advisory LLC28,135$1.31M0.3%-5,45113F-HRTimeline
Farrell Financial LLC28,078$1.31M0.82%+20413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…27,628$1.29M0.05%-33,12913F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC27,559$1.29M0.19%-8,38913F-HRTimeline
Sound Income Strategies, LLC27,614$1.29M0.07%+3,14413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.27,214$1.27M0.01%-11,33913F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC26,642$1.24M0.08%-5,83113F-HRTimeline
Latitude Advisors, LLC26,443$1.24M0.56%+38913F-HRTimeline
LGT Financial Advisors LLC26,333$1.23M2.65%+25,24413F-HRTimeline
Hobbs Wealth Management, LLC26,094$1.22M1.02%-9,83413F-HRTimeline
MSH Capital Advisors LLC25,875$1.21M0.32%-1,73313F-HRTimeline
Windward Private Wealth Management Inc.25,859$1.21M0.42%-4713F-HRTimeline
Meridian Wealth Partners, LLC25,610$1.2M0.16%+10813F-HRTimeline
ETF Portfolio Partners, Inc.25,479$1.19M0.32%+60613F-HRTimeline
Wealth Group Ltd25,466$1.19M0.28%-14,50113F-HRTimeline
Hutchens & Kramer Investment Management…25,460$1.19M0.47%-4,90213F-HRTimeline
Merkkuri Wealth Advisors LLC25,256$1.18M0.86%-9,38613F-HRTimeline
Patton Albertson Miller Group, LLC25,183$1.18M0.14%013F-HRTimeline
WealthPlan Investment Management, LLC25,102$1.17M0.08%-211,66213F-HRTimeline
Cape Investment Advisory, Inc.24,792$1.16M1.14%+3,72813F-HRTimeline
BLALOCK WILLIAMS, LLC24,778$1.16M1.01%-1,05213F-HRTimeline
Moors & Cabot, Inc.24,601$1.15M0.05%+1,28313F-HRTimeline
Argent Trust Co24,477$1.14M0.04%+5,22913F-HRTimeline
Catalina Capital Group, LLC24,000$1.12M0.69%+2,72213F-HRTimeline
MN Wealth Advisors, LLC23,970$1.12M0.6%-2,31813F-HRTimeline
Quartz Partners, LLC23,935$1.12M0.4%+1,71413F-HRTimeline