Skip to content
Disclosery

IUSB ISHARES TR

Follow

SHS (fund)

835 managers (845 13F filers) reported a position in IUSB shares at 2025-12-31, 720,149,841 shares in all. 78 filers opened a position and 46 filers sold out during the quarter.

Managers
835
13F filers
845
New
78
Added
372
Reduced
246
Sold out
46
Shares held by filers
720,149,841

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Cypress Wealth Services, LLC150,758$7.02M0.97%+8,79913F-HRTimeline
SAX WEALTH ADVISORS, LLC146,234$6.81M0.32%-14,00113F-HRTimeline
Rothschild Wealth LLC143,507$6.68M0.64%-41,91913F-HR/ATimeline
Davis Wealth Advisors, LLC143,297$6.67M5.55%+16713F-HRTimeline
IFP Advisors, Inc142,266$6.62M0.15%-3,47913F-HRTimeline
Randall & Associates Wealth Management141,091$6.57M4.55%+5,63813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…140,801$6.56M0.01%+18,71413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC138,416$6.44M0.14%+100,02513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC137,366$6.39M0.43%+7,68213F-HR/ATimeline
CONSCIOUS WEALTH INVESTMENTS, LLC135,804$6.33M3.8%-62513F-HRTimeline
Snowden Capital Advisors LLC133,489$6.21M0.16%-56013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC132,600$6.17M0.11%+3,70013F-HRTimeline
REGIMEN WEALTH, LLC132,525$6.17M1.8%+3,46813F-HRTimeline
EIGHT 31 FINANCIAL, LLC130,882$6.09M3.34%+1,23513F-HRTimeline
Integrity Advisory Solutions, LLC130,655$6.08M0.88%+7,91613F-HRTimeline
PFW Advisors LLC129,289$6.02M1.82%+36813F-HRTimeline
Pinion Investment Advisors, LLC128,914$6M1.46%+33,08513F-HRTimeline
Westside Investment Management, Inc.126,764$5.9M0.94%+64013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers125,375$5.83M0.01%+39,28013F-HRTimelineGroup
Daviman Financial, LLC124,902$5.81M3.41%13F-HRTimeline
Xena Financial Planning, LLC124,837$5.81M6.82%13F-HRTimeline
RCS Financial Planning, LLC124,165$5.78M2.49%-1,29013F-HRTimeline
B. Riley Wealth Advisors, Inc.123,743$5.76M0.27%-7,92713F-HRTimeline
SageView Advisory Group, LLC123,487$5.75M0.19%-81413F-HRTimeline
J.M. Arbour, LLC122,687$5.71M5.7%13F-HRTimeline
BCU Wealth Advisors, LLC120,932$5.63M2.15%-5,41013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.117,354$5.46M<0.01%-14,95213F-HRTimelineGroup
Venturi Wealth Management, LLC116,645$5.43M0.24%+1,38113F-HRTimeline
RFG Advisory, LLC115,425$5.37M0.1%+62713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC115,119$5.36M<0.01%+9,32013F-HR/ATimelineGroup
Portfolio Resources Advisor Group, Inc.113,738$5.29M5.29%13F-HRTimeline
Vertex Planning Partners, LLC111,394$5.18M1.2%+5,51513F-HRTimeline
Maridea Wealth Management LLC110,759$5.15M0.78%+23,01513F-HRTimeline
TWO SIGMA SECURITIES, LLC109,122$5.08M0.7%+81,56313F-HRTimeline
LifePlan Investment Advisors, Inc.108,937$5.07M2.06%+5,54413F-HRTimeline
ORG Partners LLC108,788$5.06M0.89%-2,55213F-HRTimeline
FORTE ASSET MANAGEMENT LLC108,157$5.03M2.29%+2,23613F-HRTimeline
Worth Financial Advisory Group, LLC108,075$5.03M2.44%new13F-HRTimeline
SWMG, LLC107,721$5.03M1.4%-14,87413F-HRTimeline
Arkadios Wealth Advisors106,015$4.93M0.1%+16,22313F-HRTimeline
Ignite Planners, LLC105,342$4.91M0.75%+62713F-HRTimeline
Concorde Asset Management, LLC101,293$4.71M1.89%+7,95713F-HRTimeline
Financial Engines Advisors L.L.C.100,112$4.66M0.01%+8,88513F-HRTimeline
Shira Ridge Wealth Management98,238$4.57M1.84%+12,89313F-HRTimeline
Leonard Rickey Investment Advisors P.L.…97,708$4.55M0.82%+18,39613F-HRTimeline
Continuum Advisory, LLC97,293$4.53M0.45%+23,93013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…94,475$4.4M0.14%+73,96513F-HRTimelineGroup
Park Place Capital Corp93,826$4.37M0.91%+39,80213F-HRTimeline
J.E. Simmons & Co., P.C.93,509$4.35M2.82%13F-HRTimeline
Aptus Capital Advisors, LLC91,190$4.24M0.04%+58,79913F-HRTimeline
Vestmark Advisory Solutions, Inc.90,005$4.19M0.06%+51,16613F-HRTimeline
Tradition Wealth Management, LLC89,139$4.15M0.3%+70413F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD89,048$4.14M2.71%-6,28013F-HRTimeline
Patriot Financial Group Insurance Agenc…88,961$4.14M0.49%-5,02613F-HRTimeline
Capital Investment Management, Inc.86,995$4.05M1.42%13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…86,649$4.03M0.45%-13,72313F-HR/ATimelineGroup
B.O.S.S. Retirement Advisors, LLC85,734$3.99M1.26%+51,40213F-HRTimeline
Montecito Bank & Trust85,348$3.97M0.63%+24,75013F-HRTimeline
White Lighthouse Investment Management …85,339$3.97M0.55%+1,41313F-HRTimeline
First Heartland Consultants, Inc.85,192$3.96M0.3%-73513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding85,085$3.96M-2,181Timeline
THEORY FINANCIAL LLC84,657$3.96M1.33%+8,25013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC83,849$3.9M1.21%new13F-HRTimeline
Life Planning Partners, Inc81,589$3.8M2.91%-1,19213F-HRTimeline
Richard W. Paul & Associates, LLC80,586$3.75M1.25%+8,06113F-HRTimeline
Clear Creek Financial Management, LLC80,533$3.75M0.31%+47513F-HRTimeline
BOS Asset Management, LLC79,734$3.71M0.99%-8513F-HRTimeline
R. W. Roge & Company, Inc.79,725$3.71M1.83%013F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC79,706$3.71M3.09%+7,53413F-HRTimeline
TMB Capital Partners, LLC78,719$3.66M1.25%13F-HRTimeline
RENASANT BANK78,618$3.66M2.48%+37,26213F-HRTimeline
Able Wealth Management LLC78,271$3.64M1.15%+14,86813F-HRTimeline
Steward Partners Investment Advisory, L…75,973$3.54M0.02%-24913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.75,591$3.52M0.02%+7,66913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.75,448$3.51M0.07%+2,36413F-HRTimeline
CoreCap Advisors, LLC75,276$3.5M0.12%+21,94913F-HRTimeline
Cassilly Financial Group LLC74,982$3.49M3.08%13F-HRTimeline
Waverly Advisors, LLC74,855$3.48M0.03%-2,37213F-HRTimeline
IFG Advisory, LLC74,825$3.48M0.15%+87113F-HRTimeline
ASL Financial, LLC74,415$3.46M2.72%13F-HRTimeline
KFA Private Wealth Group, LLC74,205$3.45M0.84%+19,22913F-HRTimeline
MONEYWISE, INC.72,721$3.38M1.41%-16,72913F-HRTimeline
Sunesis Advisors, LLC72,477$3.37M1.53%+2,16513F-HRTimeline
Lifelong Wealth Advisors, Inc.72,458$3.37M0.9%-11,47613F-HRTimeline
Sheridan Capital Management, LLC72,277$3.36M1.71%-45313F-HRTimeline
Pines Wealth Management, LLC71,041$3.31M1.07%+5,82213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.70,906$3.3M0.12%new13F-HRTimelineGroup
Arete Wealth Advisors, LLC70,095$3.26M0.23%-17813F-HR/ATimeline
STRATEGY ASSET MANAGERS LLC69,879$3.25M0.53%+17,71913F-HRTimeline
Alternative Investment Advisors, LLC.69,768$3.25M1.41%-2,70613F-HRTimeline
Chatterton & Associates Inc.69,317$3.23M2.76%13F-HRTimeline
Maia Wealth LLC68,635$3.22M0.55%-4,38713F-HRTimeline
M1 Capital Management LLC68,734$3.2M1.34%-2,07213F-HRTimeline
LCW Services, LLC68,018$3.17M1.69%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC67,683$3.15M<0.01%+18,79113F-HRTimelineGroup
Two West Capital Advisors LLC67,273$3.13M1.82%+95813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC65,235$3.04M0.15%new13F-HRTimeline
Advyzon Investment Management, LLC64,678$3.01M0.35%+34,29913F-HRTimeline
Range Financial Group LLC64,565$3M1.04%+30,45113F-HRTimeline
FC Advisory LLC64,545$3M0.86%+29213F-HRTimeline
Western Wealth Management, LLC64,055$2.98M0.14%+2,34713F-HRTimeline
Aspire Private Capital, LLC64,040$2.98M0.66%-4,70413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…63,274$2.94M0.11%+61,18313F-HRTimelineGroup
EP Wealth Advisors, LLC62,629$2.91M0.02%13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC62,526$2.91M1.09%-6,41213F-HRTimeline
Investment Advisory Group, LLC62,269$2.9M0.75%+1,19313F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC61,865$2.89M2.52%13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …61,680$2.87M0.47%+86513F-HRTimeline
Forefront Wealth Partners, LLC61,511$2.86M1.36%+98213F-HRTimeline
Hoese & Co LLP61,443$2.86M2.04%-70,42413F-HRTimeline
Align Financial, LLC2,850,110$2.85M2.04%13F-HRTimeline
Retirement Wealth Solutions LLC61,228$2.85M1.8%-4,03413F-HRTimeline
Seneca Financial Advisors LLC60,822$2.83M0.86%+77513F-HRTimeline
Sound Income Strategies, LLC60,421$2.82M0.13%+32,80713F-HRTimeline
Secure Asset Management, LLC60,499$2.82M0.44%+23,80813F-HRTimeline
Vision Retirement, LLC60,296$2.81M0.75%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC57,167$2.66M<0.01%-32,20313F-HRTimelineGroup
HighPoint Advisor Group LLC56,904$2.65M0.06%new13F-HRTimeline
SageGuard Financial Group, LLC56,832$2.64M0.42%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC56,304$2.63M0.01%+54313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS56,315$2.62M<0.01%-3,82013F-HRTimeline
Parallel Advisors, LLC56,014$2.61M0.05%+5,48413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…55,387$2.58M0.16%+11,42013F-HRTimeline
WealthPLAN Partners, LLC54,632$2.54M0.38%+2,47413F-HRTimeline
Balance Wealth Partners LLC54,272$2.53M0.81%+2,54813F-HRTimeline
Signal Advisors Wealth, LLC54,197$2.52M0.2%-8,40213F-HRTimeline
J.W. COLE ADVISORS, INC.54,321$2.51M0.06%+2,83313F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC53,686$2.5M0.91%+4,43413F-HRTimeline
Wealthstar Advisors, LLC53,682$2.5M1.36%013F-HRTimeline
Tyche Wealth Partners LLC52,454$2.44M0.39%-55713F-HRTimeline
Rossby Financial, LCC51,124$2.38M0.75%+47,72213F-HRTimeline
Emergent Wealth Advisors, LLC50,536$2.35M1.32%-4,38213F-HRTimeline
Americana Partners, LLC50,068$2.33M0.06%-27413F-HRTimeline
WealthPoint Financial, LLC49,952$2.32M2.02%13F-HRTimeline
Sovereign Financial Group, Inc.49,476$2.3M0.41%-7,99013F-HRTimeline
Capital Asset Managemnet, LLC49,089$2.28M2.53%13F-HRTimeline
Hopwood Nicholas Hunter48,904$2.28M0.74%13F-HRTimeline
Columbus Macro, LLC48,626$2.26M0.25%+3,75313F-HRTimeline
PRIVATE TRUST CO NA48,614$2.26M0.2%+2,26813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding48,440$2.25M+10,238Timeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding47,427$2.21M-939Timeline
Dentgroup LLC47,129$2.19M1.51%-3,62813F-HRTimeline
Sigma Planning Corp47,003$2.19M0.06%-2,52613F-HRTimeline
Smartleaf Asset Management LLC46,596$2.17M0.08%+64413F-HRTimeline
Hamrick Investment Counsel, llc46,000$2.14M1.59%13F-HRTimeline
M Holdings Securities, Inc.45,957$2.14M0.15%new13F-HRTimeline
Clearview Wealth Advisors LLC45,770$2.13M1.35%-11,05413F-HRTimeline
Sculati Wealth Management, LLC45,635$2.12M0.75%+16,16313F-HRTimeline
Geneos Wealth Management Inc.44,765$2.08M0.05%+3,77213F-HRTimeline
Old North State Trust, LLC44,522$2.07M1.23%+2,72913F-HRTimeline
Capital Square, LLC44,239$2.06M1.05%+3,89913F-HRTimeline
Edgestream Partners, L.P.44,201$2.06M0.06%-1,85513F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC44,146$2.05M0.94%-95913F-HRTimeline
BUSH INVESTMENT GROUP, LLC44,040$2.05M1.15%-8813F-HRTimeline
DAVENPORT & Co LLC43,418$2.02M0.01%+69013F-HRTimeline
Triad Wealth Partners, LLC43,099$2.01M0.19%+31,64913F-HRTimeline
Kovack Advisors, Inc.42,870$2M0.09%+28,95913F-HR/ATimeline
Richmond Investment Services, LLC42,642$1.98M0.34%+2,43813F-HRTimeline
Keebeck Wealth Management42,625$1.98M0.23%+1,69813F-HRTimeline
W ADVISORS, LLC42,066$1.96M0.98%+1,31813F-HRTimeline
TRUST POINT INC.41,920$1.95M0.15%+11,84513F-HRTimeline
XY Planning Network, Inc.41,818$1.95M0.34%new13F-HRTimeline
Cape Investment Advisory, Inc.41,607$1.94M0.6%+16,81513F-HRTimeline
Capital Investment Advisory Services, L…41,526$1.93M0.14%+8,71913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …40,943$1.91M0.11%-2,66713F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC40,426$1.88M0.15%-3,22813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV40,417$1.88M0.1%+20,88913F-HRTimeline
Cooper Financial Group40,074$1.87M0.2%-2,60413F-HRTimeline
LPWM LLC39,030$1.82M0.46%+15,60013F-HRTimeline
Archer Investment Management, LLC38,913$1.81M0.97%new13F-HRTimeline
Tempus Wealth Planning, LLC38,874$1.81M0.41%+70813F-HRTimeline
Gen-Wealth Partners Inc38,821$1.81M0.58%+9,52613F-HRTimeline
Ausdal Financial Partners, Inc.38,464$1.79M0.08%-2,08913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.37,897$1.76M0.07%-2,63813F-HRTimeline
BCS Wealth Management37,844$1.76M0.18%+18,92213F-HRTimeline
Clearstead Advisors, LLC36,844$1.71M0.02%+1,05913F-HRTimeline
VestGen Investment Management36,785$1.71M0.95%-1,01313F-HRTimeline
Legacy Wealth Partners, LLC36,741$1.71M0.44%13F-HRTimeline
KEYVANTAGE WEALTH, LLC36,379$1.69M0.72%-17813F-HRTimeline
Argent Trust Co35,354$1.65M0.06%+10,87713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV35,323$1.64M0.1%-5,20813F-HRTimeline
Resurgent Financial Advisors LLC34,969$1.63M0.82%+15113F-HRTimeline
OpenArc Corporate Advisory, LLC34,927$1.63M0.03%13F-HRTimeline
Spectrum Planning & Advisory Services I…34,717$1.62M0.83%-23713F-HRTimeline
Visionary Horizons, LLC34,219$1.59M0.82%+4,87113F-HRTimeline
CAP Partners, LLC34,197$1.59M0.9%+1,21213F-HRTimeline
Argent Advisors, Inc.33,839$1.57M0.44%+1,95713F-HRTimeline
Quotient Wealth Partners, LLC33,796$1.57M0.04%-4,74213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC33,375$1.55M0.02%-1,48213F-HRTimeline
Prime Capital Investment Advisors, LLC33,227$1.55M0.02%+28,69713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…32,717$1.52M0.13%+14,27713F-HRTimelineGroup
Merkkuri Wealth Advisors LLC32,677$1.52M1.03%+7,42113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC32,137$1.5M0.05%-1,48213F-HRTimeline
SUTTON PLACE INVESTORS LLC31,669$1.47M0.81%-27513F-HRTimeline
Legacy Edge Advisors, LLC31,496$1.47M0.16%-2,14413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…31,460$1.46M0.03%+11,75413F-HRTimelineGroup
WORLD EQUITY GROUP, INC.31,380$1.46M0.41%+1,60213F-HRTimeline
BridgePort Financial Solutions, LLC31,330$1.46M0.39%+2,80213F-HRTimeline
Linscomb Wealth, Inc.31,212$1.45M0.06%-52613F-HRTimeline
Klaas Financial Asset Advisors, LLC30,770$1.43M0.21%+63213F-HRTimeline