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Disclosery

IUSB ISHARES TR

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SHS (fund)

851 managers (862 13F filers) reported a position in IUSB shares at 2026-06-30, 902,378,638 shares in all. 72 filers opened a position and 62 filers sold out during the quarter.

Managers
851
13F filers
862
New
72
Added
497
Reduced
184
Sold out
62
Shares held by filers
902,378,638

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Kelly Financial Services LLC36,806$1.7M0.36%+7,57613F-HRTimeline
Latitude Advisors, LLC36,617$1.69M0.67%+6,20013F-HRTimeline
Brookwood Investment Group LLC36,088$1.67M0.19%-5,22513F-HRTimeline
Northstar Financial Companies, Inc.35,960$1.66M1.12%+12,07613F-HRTimeline
ARWA LLC36,242$1.66M0.69%+1,81313F-HRTimeline
OMNI 360 Wealth, Inc.35,775$1.65M0.76%+8,54213F-HRTimeline
ZENITH SOLUTIONS, INC.35,741$1.65M1.49%13F-HRTimeline
Hershey Financial Advisers, LLC35,438$1.64M1.17%+5,76113F-HRTimeline
Quotient Wealth Partners, LLC34,915$1.61M0.04%+2,49313F-HRTimeline
Moors & Cabot, Inc.34,612$1.6M0.06%+9,71213F-HRTimeline
Kingsview Wealth Management, LLC34,605$1.6M0.02%-92,60913F-HRTimeline
Vested Financial Planning, LLC34,155$1.58M1.06%+1,00213F-HRTimeline
LiftPoint Family Wealth Advisors LLC33,868$1.56M1.06%+10,30213F-HRTimeline
Farrell Financial LLC33,783$1.56M0.84%+5,21113F-HRTimeline
RCS Financial Planning, LLC33,269$1.54M0.73%+5,40113F-HRTimeline
Argent Advisors, Inc.33,189$1.53M0.38%+1,10213F-HRTimeline
WEALTHGARDEN F.S. LLC32,897$1.52M0.86%+9,42013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.32,635$1.51M2.3%+14,83713F-HRTimeline
LCW Services, LLC32,589$1.5M0.65%-2,68713F-HRTimeline
Clearstead Advisors, LLC32,545$1.5M0.01%-1,23613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…31,831$1.47M0.05%+6,00613F-HRTimelineGroup
ASPIRIANT, LLC31,528$1.46M0.04%+14,68913F-HRTimeline
Spectrum Planning & Advisory Services I…31,503$1.45M0.65%-1,68613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding30,830$1.42M+11,628Timeline
Aptus Capital Advisors, LLC30,643$1.41M0.01%-1,18813F-HRTimeline
WEDBUSH SECURITIES INC30,478$1.41M0.04%+6,30013F-HRTimeline
Caliber Wealth Management, LLC / KS30,336$1.4M0.14%+11,54113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC30,286$1.4M0.03%-81613F-HRTimeline
MN Wealth Advisors, LLC30,213$1.39M0.59%+6,80213F-HRTimeline
Asempa Wealth Advisors29,869$1.38M1.05%+5,69313F-HRTimeline
Klaas Financial Asset Advisors, LLC29,584$1.37M0.17%+2213F-HRTimeline
Foster Group, Inc.29,522$1.36M0.04%-61513F-HRTimeline
IHT Wealth Management, LLC29,106$1.34M0.03%+7,83013F-HRTimeline
Linscomb Wealth, Inc.28,984$1.34M0.06%-2,17913F-HRTimeline
Hutchens & Kramer Investment Management…28,685$1.32M0.35%+4,71113F-HRTimeline
Archer Investment Management, LLC28,591$1.32M0.45%-23,09813F-HRTimeline
NORTHLAND SECURITIES, INC.28,385$1.31M0.76%+7,33313F-HRTimeline
Quartz Partners, LLC28,231$1.3M0.43%+8,12313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC28,089$1.3M0.04%+11,83813F-HRTimelineGroup
Joule Financial, LLC28,030$1.29M0.35%+3,77013F-HRTimeline
GWN SECURITIES INC.27,704$1.28M0.21%+6,19813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC27,673$1.28M0.01%+2,18013F-HRTimelineGroup
WBH ADVISORY INC27,546$1.27M0.09%-2,38313F-HRTimeline
Meridian Wealth Partners, LLC26,791$1.24M0.15%+5,73413F-HRTimeline
Aprio Wealth Management, LLC26,543$1.22M0.06%+4013F-HRTimeline
Lifeworks Advisors, LLC26,111$1.21M0.13%+5,90013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.26,078$1.2M0.05%+21,65613F-HRTimelineGroup
Noble Wealth Partners LLC25,807$1.19M1.03%13F-HRTimeline
ETF Portfolio Partners, Inc.25,701$1.19M0.28%-4913F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC25,664$1.18M0.19%+37213F-HRTimeline
Bleakley Financial Group, LLC25,127$1.16M0.01%+5,24213F-HRTimeline
KERR FINANCIAL PLANNING Corp25,052$1.16M1.29%-50013F-HRTimeline
RCW Management, LLC24,760$1.14M1.02%+54713F-HRTimeline
Old North State Trust, LLC24,550$1.13M0.58%-7,46513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC24,542$1.13M0.05%-3,38113F-HRTimeline
Perennial Investment Advisors, LLC24,384$1.13M0.08%+5,71713F-HRTimeline
Vantus Wealth LLC24,064$1.11M0.6%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.23,865$1.1M0.34%+78413F-HRTimeline
Raleigh Capital Management Inc.23,779$1.1M0.35%+8,47013F-HRTimeline
Strategies Wealth Advisors, LLC23,646$1.09M0.1%new13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC23,564$1.09M0.1%+73713F-HRTimeline
PKS Advisory Services, LLC23,521$1.09M0.17%+11,95913F-HRTimeline
Valmark Advisers, Inc.23,512$1.09M0.01%-90913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.23,222$1.07M0.61%+31213F-HRTimeline
FLP Wealth Management, LLC23,146$1.07M1.9%+9,14813F-HRTimeline
Parkway Wealth Management Group, LLC23,142$1.07M0.12%+2,00413F-HRTimeline
Keystone Wealth Services, LLC23,112$1.07M0.2%-2,73213F-HRTimeline
LexAurum Advisors, LLC23,063$1.06M0.12%+56213F-HRTimeline
Pinnacle Family Advisors, LLC22,958$1.06M0.44%+9,25913F-HRTimeline
Detalus Advisors, LLC22,838$1.05M0.21%-63613F-HRTimeline
ACORN CREEK CAPITAL LLC22,728$1.05M0.35%+2,91013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC22,694$1.05M0.18%+60213F-HRTimeline
Alta Wealth Advisors LLC22,630$1.04M0.28%+83213F-HRTimeline
Sovereign Investment Advisors, LLC22,236$1.03M0.19%013F-HRTimeline
SageView Advisory Group, LLC22,202$1.02M0.03%+1,97913F-HRTimeline
17 CAPITAL PARTNERS, LLC22,177$1.02M0.46%-2,67713F-HRTimeline
Sowell Financial Services LLC21,773$1M0.03%+2,98513F-HRTimeline
Heritage Family Offices, LLP21,344$985K0.38%-2,54213F-HRTimeline
Pacific Excel Wealth Advisors, Inc.21,344$985K0.38%new13F-HRTimeline
EQ LLC21,335$985K0.24%+7913F-HRTimeline
Stirlingshire Investments, Inc.21,209$980K0.73%+77213F-HRTimeline
Robertson Stephens Wealth Management, L…21,175$977K0.02%+7,76813F-HRTimeline
Main Street Financial Solutions, LLC21,105$974K0.06%new13F-HRTimeline
Payne Capital LLC21,054$972K0.81%013F-HRTimeline
Fulcrum Equity Management20,948$967K0.78%+9,21313F-HRTimeline
Windward Private Wealth Management Inc.20,926$966K0.31%-1,14513F-HRTimeline
Empirical Asset Management, LLC20,365$940K0.21%+7,83213F-HRTimeline
Elevation Wealth Management LLC20,217$933K0.7%+85413F-HRTimeline
KELLY FINANCIAL GROUP LLC20,164$931K0.21%+26413F-HRTimeline
Petros Family Wealth, LLC20,161$930K0.57%-1,12113F-HRTimeline
Semus Wealth Partners LLC19,813$914K0.44%+6,95013F-HRTimeline
Accurate Wealth Management, LLC19,901$910K0.09%+1,04713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…19,705$909K0.01%-2,00013F-HRTimelineGroup
Oregon Pacific Wealth Management, LLC19,696$909K0.85%+2,26613F-HRTimeline
TSFG, LLC19,473$899K0.11%-40313F-HRTimeline
Patton Albertson Miller Group, LLC19,434$897K0.09%-5,12013F-HRTimeline
Capital Asset Managemnet, LLC19,253$889K2%-30,85813F-HRTimeline
Prosperity Consulting Group, LLC19,234$888K0.03%+2,93813F-HRTimeline
Centerline Wealth Advisors, LLC19,079$881K0.28%-60,98713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,987$876K0.01%+2,65013F-HRTimelineGroup
Beacon Pointe Advisors, LLC18,717$864K<0.01%+5,59413F-HRTimeline
Spinnaker Investment Group, LLC18,575$857K0.14%new13F-HRTimeline
Silverleafe Capital Partners, LLC18,464$852K0.23%+16013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.18,345$847K0.06%013F-HRTimelineGroup
Oxinas Partners, LLC17,934$828K0.33%+39113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…17,884$821K0.05%+3,66213F-HRTimeline
CV Advisors LLC17,687$813K0.15%new13F-HRTimeline
Essential Planning, LLC.17,581$811K0.23%-1,08213F-HRTimeline
Aegis Wealth Management, Inc.17,553$810K0.52%+5,26013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …17,481$807K0.01%+5,63413F-HRTimelineGroup
HILL ISLAND FINANCIAL LLC17,456$806K0.17%+1,00813F-HRTimeline
Twelve Points Wealth Management LLC17,048$787K0.16%-3,53013F-HRTimeline
Wealth Group Ltd17,005$785K0.15%-1,75113F-HRTimeline
Avion Wealth16,905$780K0.15%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd16,878$779K0.01%new13F-HRTimelineGroup
APPLETON PARTNERS INC/MA16,833$777K0.05%+14313F-HRTimeline
Lansing Street Advisors16,826$776K0.17%+14013F-HRTimeline
Veridan Wealth LLC16,736$772K0.27%-174,44213F-HRTimeline
PFG Investments, LLC16,620$767K0.03%+1,49813F-HRTimeline
Andina Capital Management, LLC16,577$765K1.26%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP16,450$759K<0.01%-4,43613F-HRTimelineGroup
NOVUS ADVISORS, LLC16,392$756K1.58%+77413F-HRTimeline
MCF Advisors LLC16,115$744K0.03%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC16,028$740K0.01%-16,64513F-HRTimeline
Gotham Asset Management, LLC15,967$737K<0.01%+65813F-HRTimeline
Midwest Financial Network, LLC15,788$729K0.5%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC15,528$717K0.03%+1,28713F-HRTimeline
SAPIENT CAPITAL LLC15,494$715K0.01%new13F-HR/ATimeline
Capital Advisor Network LLC15,408$711K0.89%+2,71613F-HRTimeline
DAVIDSON TRUST CO15,071$696K0.27%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC14,914$688K0.11%+1,47713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,690$678K<0.01%new13F-HRTimelineGroup
TrueWealth Advisors, LLC14,569$672K0.15%+2,77413F-HRTimeline
Centennial Advisors, LLC14,339$662K0.79%+6,76413F-HRTimeline
HUB Investment Partners, LLC13,936$643K0.01%-1,15913F-HRTimeline
Lloyd Advisory Services, LLC.13,931$643K0.25%+3,94213F-HRTimeline
Avantra Family Wealth, Inc.13,753$635K0.4%-1,33813F-HRTimeline
Insight Wealth Partners, LLC13,747$634K0.09%-6,46513F-HRTimeline
GC Wealth Management RIA, LLC13,649$630K0.04%-1,81913F-HRTimeline
Brand Asset Management Group, Inc.13,570$626K0.14%+2,93413F-HRTimeline
LifeGoal Investments, LLC13,529$624K0.29%+1,93813F-HRTimeline
CFO4Life Group, LLC13,418$619K0.08%013F-HRTimeline
Western Financial Corp/CA13,400$618K0.18%+3,00313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC13,372$617K0.19%+1,80813F-HRTimelineGroup
Belpointe Asset Management LLC13,293$613K0.02%-2,59713F-HRTimeline
Fortis Capital Advisors, LLC13,293$613K0.07%-2,59713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,989$599K0.01%013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.12,925$596K0.04%-17113F-HRTimeline
Shepherd Street Advisors LLC13,032$596K0.52%+1,96313F-HRTimeline
Cresset Asset Management, LLC12,894$595K<0.01%-6,26613F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC12,955$593K0.52%-31013F-HRTimeline
HORAN Wealth, LLC12,672$585K0.07%+6,79013F-HR/ATimeline
Roger Wittlin Investment Advisory, LLC12,665$584K0.46%+13113F-HRTimeline
Scarborough Advisors, LLC12,646$582K0.07%-54313F-HRTimeline
Rehmann Capital Advisory Group12,523$578K0.03%+1,64113F-HRTimeline
Valpey Financial Services, LLC12,492$577K0.34%-21013F-HRTimeline
Atwater Malick LLC12,449$575K0.13%+5,41613F-HRTimeline
Cadia Private Client LLC12,323$569K0.41%+113F-HRTimeline
TENET WEALTH PARTNERS, LLC12,462$568K0.42%13F-HRTimeline
DAVIDSON INVESTMENT ADVISORS12,237$565K0.02%+23413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC12,209$563K0.04%-12,42213F-HRTimeline
Sanchez Gaunt Capital Management, LLC11,910$550K0.31%+2,30113F-HRTimeline
AMERIFLEX GROUP, INC.11,910$550K0.22%+34313F-HRTimeline
Precision Wealth Strategies, LLC11,773$543K0.16%-5713F-HRTimeline
New Republic Capital, LLC11,768$543K0.13%+2,48313F-HRTimeline
Syntegra Private Wealth Group, LLC11,655$538K0.04%+4,22213F-HRTimeline
PUREfi Wealth, LLC11,573$534K0.29%+46313F-HRTimeline
GatePass Capital, LLC11,553$533K0.2%-1,45413F-HRTimeline
A4 Wealth Advisors LLC11,525$532K0.36%+2,30013F-HRTimeline
WealthPlan Investment Management, LLC11,308$522K0.03%-9,35813F-HRTimeline
BAM Wealth Management, LLC11,258$520K0.33%+4,64813F-HRTimeline
ENTREWEALTH, LLC11,357$516K0.19%new13F-HRTimeline
OLD MISSION CAPITAL LLC11,106$513K0.01%+6,47713F-HRTimeline
SMART Wealth LLC11,065$511K0.11%+5,95113F-HRTimeline
IMA Advisory Services, Inc.11,039$509K0.03%new13F-HRTimeline
Independent Wealth Network Inc.10,940$505K0.13%+3,88813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC10,893$503K0.05%013F-HRTimeline
TRUE Private Wealth Advisors10,851$501K0.04%+3,22513F-HRTimeline
Tarbox Family Office, Inc.10,822$499K0.07%-2,70113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,781$498K<0.01%-57713F-HRTimelineGroup
BEACON FINANCIAL GROUP10,772$497K0.05%+4,77913F-HRTimeline
SFMG, LLC10,679$493K0.03%+22513F-HRTimeline
TFB Advisors LLC10,587$489K0.22%+2,04813F-HRTimeline
Key Capital Management, INC10,269$474K0.24%+5,31713F-HRTimeline
Braun-Bostich & Associates Inc.10,242$473K0.26%new13F-HRTimeline
Ridgeline Wealth, LLC10,010$462K0.27%013F-HRTimeline
Midwest Trust Co9,946$459K0.01%-66313F-HRTimeline
PSI Advisors, LLC9,759$450K0.1%+4,40613F-HRTimeline
Gladstone Institutional Advisory LLC9,532$440K0.01%+52013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…9,478$437K0.01%new13F-HRTimeline
Kingdom Financial Group LLC.9,394$434K0.11%-59513F-HRTimeline
Opal Wealth Advisors, LLC9,339$431K0.09%+2,66313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,299$429K<0.01%+90413F-HRTimeline
Atlas Brown,Inc.9,271$428K0.11%+4,11613F-HRTimeline
HOWE & RUSLING INC9,257$427K0.02%+1,22813F-HRTimeline
Tennessee Valley Asset Management Partn…9,205$425K0.05%+2,33013F-HRTimeline
Cogent Private Wealth, Inc.9,147$422K0.26%-26913F-HRTimeline
Ethos Capital Management, Inc.9,043$417K0.3%-1,13213F-HRTimeline
PACIFIC FINANCIAL GROUP INC8,895$411K0.2%+1,91813F-HRTimeline
LANE BROTHERS & CO INC8,883$410K0.27%-2,79413F-HRTimeline