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Disclosery

IUSB ISHARES TR

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SHS (fund)

840 managers (849 13F filers) reported a position in IUSB shares at 2026-03-31, 769,594,595 shares in all. 70 filers opened a position and 59 filers sold out during the quarter.

Managers
840
13F filers
849
New
70
Added
463
Reduced
216
Sold out
59
Shares held by filers
769,594,595

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
KICKSTAND VENTURES, LLC.177,225$8.19M1.72%+66813F-HRTimeline
Polaris Investment Advisors, LLC175,109$8.09M5.9%+10,29413F-HRTimeline
Pinion Investment Advisors, LLC169,968$7.85M1.83%+41,05413F-HRTimeline
Cypress Wealth Services, LLC166,786$7.7M1.09%+16,02813F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC165,372$7.64M2.31%+13,54413F-HRTimeline
Alliance Private Wealth, LLC163,980$7.57M2.72%-1,76813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers163,206$7.54M0.01%+37,83113F-HRTimelineGroup
Trivium Point Advisory, LLC162,529$7.51M1.36%-6,89113F-HRTimeline
Centurion Wealth Management LLC162,024$7.48M1.69%+2,96113F-HRTimeline
Royal Fund Management, LLC159,169$7.35M0.7%-2,95913F-HRTimeline
Diversified Portfolios, Inc.157,855$7.29M0.6%-32,63413F-HRTimeline
Yukon Wealth Management, Inc.156,007$7.21M4.3%-65613F-HRTimeline
Rothschild Wealth LLC154,204$7.12M0.64%+10,69713F-HRTimeline
HRT FINANCIAL LP152,318$7.04M0.02%new13F-HRTimeline
Keebeck Wealth Management152,297$7.03M0.79%+109,67213F-HRTimeline
Leonard Rickey Investment Advisors P.L.…151,163$6.98M1.21%+53,45513F-HRTimeline
J.E. Simmons & Co., P.C.150,410$6.95M4.65%+56,90113F-HRTimeline
Davis Wealth Advisors, LLC149,223$6.89M5.73%+5,92613F-HRTimeline
SAX WEALTH ADVISORS, LLC146,234$6.81M0.33%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC143,675$6.64M0.15%+5,25913F-HR/ATimeline
IFP Advisors, Inc143,299$6.62M0.14%+1,03313F-HRTimeline
Integrity Advisory Solutions, LLC143,159$6.61M0.87%+12,50413F-HRTimeline
Randall & Associates Wealth Management143,071$6.61M4.45%+1,98013F-HRTimeline
Snowden Capital Advisors LLC142,691$6.59M0.18%+9,20213F-HRTimeline
SageGuard Financial Group, LLC141,811$6.55M1.01%+84,97913F-HRTimeline
Xena Financial Planning, LLC139,477$6.44M7.27%+14,64013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC137,535$6.35M0.44%+16913F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC135,754$6.3M3.51%-5013F-HRTimeline
FFG RETIREMENT ADVISORS LLC134,011$6.19M3.6%-35,45313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC131,069$6.05M1.12%new13F-HRTimeline
EIGHT 31 FINANCIAL, LLC130,615$6.03M3.64%-26713F-HRTimeline
J.M. Arbour, LLC130,302$6.02M5.78%+7,61513F-HRTimeline
Maridea Wealth Management LLC130,124$6.01M0.88%+19,36513F-HRTimeline
Daviman Financial, LLC129,822$6M3.55%+4,92013F-HRTimeline
Westside Investment Management, Inc.129,617$5.99M0.92%+2,85313F-HRTimeline
Mutual Advisors, LLC128,675$5.94M0.13%-174,59013F-HRTimeline
Steward Partners Investment Advisory, L…128,026$5.91M0.03%+52,05313F-HRTimeline
BCU Wealth Advisors, LLC127,618$5.89M2.2%+6,68613F-HRTimeline
Kingsview Wealth Management, LLC127,214$5.88M0.08%-123,81313F-HRTimeline
Vertex Planning Partners, LLC127,073$5.87M1.14%+15,67913F-HRTimeline
B. Riley Wealth Advisors, Inc.126,653$5.84M0.38%+2,91013F-HRTimeline
Portfolio Resources Advisor Group, Inc.124,072$5.73M5.69%+10,33413F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC121,551$5.61M4.25%+41,84513F-HRTimeline
LifePlan Investment Advisors, Inc.120,199$5.55M2.18%+11,26213F-HRTimeline
Forthright Family Wealth Advisory LLC116,361$5.3M3.56%new13F-HRTimeline
Shira Ridge Wealth Management114,812$5.3M2.1%+16,57413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.111,419$5.19M0.03%+35,82813F-HRTimelineGroup
RFG Advisory, LLC111,868$5.17M0.09%-3,55713F-HRTimeline
Ignite Planners, LLC109,921$5.09M0.79%+4,57913F-HRTimeline
Clear Creek Financial Management, LLC110,028$5.08M0.39%+29,49513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC104,853$4.84M0.02%+48,54913F-HRTimelineGroup
Able Wealth Management LLC104,718$4.84M1.29%+26,44713F-HRTimeline
Park Place Capital Corp104,054$4.81M0.96%+10,22813F-HRTimeline
FORTE ASSET MANAGEMENT LLC103,947$4.8M2.11%-4,21013F-HRTimeline
SWMG, LLC103,610$4.79M1.37%-4,11113F-HRTimeline
Continuum Advisory, LLC102,826$4.75M0.46%+5,53313F-HRTimeline
Concorde Asset Management, LLC102,539$4.74M2.32%+1,24613F-HRTimeline
JFS WEALTH ADVISORS, LLC101,243$4.68M0.26%+100,64313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.100,367$4.64M<0.01%-16,98713F-HRTimelineGroup
Capital Investment Management, Inc.96,144$4.44M1.53%+9,14913F-HRTimeline
Chatterton & Associates Inc.95,098$4.41M3.09%+25,78113F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…94,878$4.38M0.54%+8,22913F-HR/ATimelineGroup
Venturi Wealth Management, LLC92,725$4.28M0.19%-23,92013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC92,386$4.27M<0.01%+24,70313F-HRTimelineGroup
Tradition Wealth Management, LLC91,364$4.22M0.3%+2,22513F-HRTimeline
Financial Engines Advisors L.L.C.90,553$4.18M0.01%-9,55913F-HRTimeline
Richard W. Paul & Associates, LLC89,575$4.14M1.39%+8,98913F-HRTimeline
Balance Wealth Partners LLC89,554$4.14M1.28%+35,28213F-HRTimeline
THEORY FINANCIAL LLC89,293$4.12M1.45%+4,63613F-HRTimeline
B.O.S.S. Retirement Advisors, LLC88,999$4.11M1.25%+3,26513F-HRTimeline
Prospera Financial Services Inc88,945$4.11M0.07%+78,44813F-HRTimeline
RENASANT BANK87,866$4.06M2.87%+9,24813F-HRTimeline
First Heartland Consultants, Inc.86,315$3.99M0.31%+1,12313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV86,259$3.98M0.01%-270,29913F-HRTimeline
White Lighthouse Investment Management …85,101$3.93M0.55%-23813F-HRTimeline
CoreCap Advisors, LLC85,010$3.93M0.13%+9,73413F-HRTimeline
Two West Capital Advisors LLC84,921$3.92M2.08%+17,64813F-HRTimeline
BOS Asset Management, LLC82,755$3.82M0.98%+3,02113F-HRTimeline
ASL Financial, LLC82,188$3.8M3.03%+7,77313F-HRTimeline
Waverly Advisors, LLC81,959$3.79M0.03%+7,10413F-HRTimeline
Montecito Bank & Trust81,687$3.77M0.62%-3,66113F-HRTimeline
Life Planning Partners, Inc81,398$3.76M2.87%-19113F-HRTimeline
Pines Wealth Management, LLC81,340$3.76M1.22%+10,29913F-HRTimeline
GENESIS PRIVATE WEALTH, LLC81,159$3.75M1.18%-2,69013F-HRTimeline
TMB Capital Partners, LLC80,238$3.71M1.25%+1,51913F-HRTimeline
Centerline Wealth Advisors, LLC80,066$3.7M1.33%new13F-HRTimeline
R. W. Roge & Company, Inc.79,421$3.67M1.75%-30413F-HRTimeline
KFA Private Wealth Group, LLC79,337$3.66M0.88%+5,13213F-HRTimeline
Cassilly Financial Group LLC77,248$3.57M3.1%+2,26613F-HRTimeline
Saxony Capital Management, LLC77,079$3.56M2.07%new13F-HRTimeline
REGIMEN WEALTH, LLC77,064$3.56M1.04%-55,46113F-HRTimeline
Align Financial, LLC76,797$3.55M2.02%-2,773,31313F-HRTimeline
STRATEGY ASSET MANAGERS LLC75,959$3.51M0.58%+6,08013F-HRTimeline
Lifelong Wealth Advisors, Inc.75,687$3.5M0.93%+3,22913F-HRTimeline
Sunesis Advisors, LLC75,024$3.47M1.57%+2,54713F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD74,984$3.46M2.06%-14,06413F-HRTimeline
Western Wealth Management, LLC72,177$3.33M0.13%+8,12213F-HR/ATimeline
Range Financial Group LLC70,505$3.26M1.09%+5,94013F-HRTimeline
Secure Asset Management, LLC70,341$3.25M0.51%+9,84213F-HRTimeline
Sequoia Financial Advisors, LLC70,333$3.25M0.02%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC69,737$3.22M1.07%+16,05113F-HRTimeline
Aspire Private Capital, LLC69,696$3.22M0.73%+5,65613F-HRTimeline
Retirement Wealth Solutions LLC68,467$3.16M1.99%+7,23913F-HRTimeline
Sheridan Capital Management, LLC68,220$3.15M1.66%-4,05713F-HRTimeline
EP Wealth Advisors, LLC67,916$3.14M0.02%+5,28713F-HRTimeline
Advyzon Investment Management, LLC67,596$3.12M0.28%+2,91813F-HRTimeline
Arete Wealth Advisors, LLC67,127$3.1M0.23%-2,96813F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC66,721$3.08M<0.01%+45,32213F-HRTimelineGroup
MONEYWISE, INC.65,709$3.04M1.33%-7,01213F-HRTimeline
Alternative Investment Advisors, LLC.65,476$3.02M1.34%-4,29213F-HRTimeline
CURTIS WEALTH MANAGEMENT LLC65,374$3.02M2.83%+3,50913F-HRTimeline
FC Advisory LLC64,364$2.97M0.87%-18113F-HRTimeline
Sound Income Strategies, LLC64,052$2.95M0.14%+3,63113F-HRTimeline
Investment Advisory Group, LLC63,291$2.92M0.74%+1,02213F-HRTimeline
Maia Wealth LLC62,723$2.9M0.49%-5,91213F-HRTimeline
Sculati Wealth Management, LLC62,713$2.9M1.07%+17,07813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …61,680$2.85M0.44%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC61,460$2.84M1.04%-1,06613F-HRTimeline
Forefront Wealth Partners, LLC61,337$2.83M1.19%-17413F-HRTimeline
Seneca Financial Advisors LLC61,303$2.83M0.83%+48113F-HRTimeline
HighPoint Advisor Group LLC60,141$2.78M0.12%+3,23713F-HRTimeline
J.W. COLE ADVISORS, INC.59,160$2.73M0.09%+4,83913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…58,955$2.72M0.11%-4,31913F-HRTimelineGroup
Professional Financial Advisors, LLC57,824$2.67M0.54%+52,93913F-HRTimeline
Capital Square, LLC56,905$2.64M1.22%+12,66613F-HRTimeline
TRUST POINT INC.56,865$2.63M0.23%+14,94513F-HRTimeline
Gen-Wealth Partners Inc56,437$2.61M0.82%+17,61613F-HRTimeline
WealthPLAN Partners, LLC56,072$2.59M0.5%+1,44013F-HRTimeline
Targeted Financial Services LLC55,932$2.58M2.12%+35,15713F-HRTimeline
Central Pacific Bank - Trust Division55,628$2.57M0.33%-278,37313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…55,373$2.56M0.16%-1413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS54,821$2.53M<0.01%-1,49413F-HRTimeline
Richmond Investment Services, LLC54,570$2.52M0.41%+11,92813F-HRTimeline
Rossby Financial, LCC54,550$2.51M0.53%+3,42613F-HRTimeline
Signal Advisors Wealth, LLC54,278$2.51M0.17%+8113F-HRTimeline
Americana Partners, LLC53,638$2.48M0.06%+3,57013F-HRTimeline
Smartleaf Asset Management LLC53,653$2.47M0.09%+7,05713F-HRTimeline
Wealthstar Advisors, LLC53,515$2.47M1.47%-16713F-HRTimeline
M1 Capital Management LLC52,603$2.43M1.12%-16,13113F-HRTimeline
Tyche Wealth Partners LLC51,822$2.39M0.37%-63213F-HRTimeline
Archer Investment Management, LLC51,689$2.39M1%+12,77613F-HRTimeline
WealthPoint Financial, LLC51,581$2.38M1.99%+1,62913F-HR/ATimeline
OpenArc Corporate Advisory, LLC51,496$2.38M0.03%+16,56913F-HRTimeline
Argent Trust Co51,419$2.38M0.08%+16,06513F-HRTimeline
DAVENPORT & Co LLC51,317$2.37M0.01%+7,89913F-HRTimeline
Sovereign Financial Group, Inc.50,977$2.35M0.41%+1,50113F-HRTimeline
Vision Retirement, LLC50,711$2.34M0.67%-9,58513F-HRTimeline
Hopwood Nicholas Hunter50,145$2.32M0.74%+1,24113F-HRTimeline
Capital Asset Managemnet, LLC50,111$2.31M2.61%+1,02213F-HRTimeline
Cape Investment Advisory, Inc.49,945$2.31M0.77%+8,33813F-HRTimeline
Geneos Wealth Management Inc.49,775$2.3M0.05%+5,01013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding49,513$2.29M+2,086Timeline
Madson Wealth Advisors Inc49,442$2.28M1.9%13F-HRTimeline
PRIVATE TRUST CO NA48,797$2.25M0.2%+18313F-HRTimeline
Sigma Planning Corp48,736$2.25M0.06%+1,73313F-HRTimeline
Columbus Macro, LLC48,731$2.25M0.24%+10513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…48,393$2.24M0.05%+16,93313F-HRTimelineGroup
XY Planning Network, Inc.48,347$2.23M0.36%+6,52913F-HRTimeline
M Holdings Securities, Inc.47,767$2.2M0.15%+1,81013F-HRTimeline
BUSH INVESTMENT GROUP, LLC47,230$2.18M1.19%+3,19013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV46,405$2.14M0.11%+5,98813F-HRTimeline
W ADVISORS, LLC45,639$2.11M1.08%+3,57313F-HRTimeline
Triad Wealth Partners, LLC45,216$2.09M0.17%+2,11713F-HRTimeline
Capital Investment Advisory Services, L…44,926$2.08M0.15%+3,40013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC44,652$2.06M0.17%+4,22613F-HRTimeline
Hamrick Investment Counsel, llc44,000$2.03M1.13%-2,00013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC43,832$2.02M0.89%-31413F-HR/ATimeline
Hoese & Co LLP43,259$2M1.48%-18,18413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …43,118$1.99M0.11%+2,17513F-HRTimeline
Tempus Wealth Planning, LLC43,092$1.99M0.46%+4,21813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…42,897$1.98M0.17%+10,18013F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC42,337$1.96M0.16%+27,98313F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.42,136$1.95M0.08%+4,23913F-HRTimeline
Kovack Advisors, Inc.41,864$1.93M0.1%-1,00613F-HRTimeline
Ausdal Financial Partners, Inc.41,658$1.92M0.09%+3,19413F-HRTimeline
VestGen Advisors, LLC41,697$1.92M0.05%+36,95613F-HRTimeline
Brookwood Investment Group LLC41,313$1.91M0.24%+19,40013F-HRTimeline
EFG International AGin group EFG International AG41,166$1.9M0.04%new13F-HRTimelineGroup
LPWM LLC39,105$1.81M0.46%+7513F-HRTimeline
Visionary Horizons, LLC38,828$1.79M0.88%+4,60913F-HRTimeline
Prime Capital Investment Advisors, LLC38,778$1.79M0.02%+5,55113F-HRTimeline
Parallel Advisors, LLC38,152$1.76M0.03%-17,86213F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV37,254$1.72M0.1%+1,93113F-HRTimeline
Legacy Edge Advisors, LLC37,073$1.71M0.18%+5,57713F-HRTimeline
VestGen Investment Management37,042$1.71M0.94%+25713F-HRTimeline
Resurgent Financial Advisors LLC36,148$1.67M0.61%+1,17913F-HRTimeline
Hobbs Wealth Management, LLC35,764$1.65M1.63%+6,73213F-HRTimeline
Cooper Financial Group35,498$1.64M0.17%-4,57613F-HRTimeline
LCW Services, LLC35,276$1.63M0.81%-32,74213F-HRTimeline
BLALOCK WILLIAMS, LLC35,027$1.62M1.25%+6,40113F-HRTimeline
ARWA LLC34,429$1.6M0.79%new13F-HRTimeline
CAP Partners, LLC33,952$1.57M0.89%-24513F-HRTimeline
Clearstead Advisors, LLC33,781$1.56M0.01%-3,06313F-HRTimeline
WORLD EQUITY GROUP, INC.33,773$1.56M0.4%+2,39313F-HRTimeline
SUTTON PLACE INVESTORS LLC33,688$1.56M0.85%+2,01913F-HRTimeline
Fiscal Wisdom Wealth Management, LLC33,612$1.55M1.49%+7,18313F-HRTimeline
Spectrum Planning & Advisory Services I…33,189$1.53M0.76%-1,52813F-HRTimeline
Vested Financial Planning, LLC33,153$1.53M1.17%+5,63213F-HRTimeline
RDA Financial Network33,096$1.53M0.38%+2,45113F-HRTimeline
Merkkuri Wealth Advisors LLC32,687$1.51M1%+1013F-HRTimeline