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Disclosery

IUSB ISHARES TR

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SHS (fund)

720 managers (727 13F filers) reported a position in IUSB shares at 2024-12-31, 708,376,122 shares in all. 63 filers opened a position and 60 filers sold out during the quarter.

Managers
720
13F filers
727
New
63
Added
245
Reduced
294
Sold out
60
Shares held by filers
708,376,122

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Semmax Financial Advisors Inc.27,082$1.23M0.33%-5,82713F-HRTimeline
SOFI WEALTH, LLC26,993$1.22M0.08%new13F-HRTimeline
ETF Portfolio Partners, Inc.26,809$1.21M0.36%-1,85413F-HRTimeline
WEALTHGARDEN F.S. LLC26,723$1.21M1.13%-17413F-HRTimeline
Klaas Financial Asset Advisors, LLC26,686$1.21M0.21%-58213F-HRTimeline
Clearstead Advisors, LLC26,676$1.21M0.02%-56213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.26,649$1.2M0.08%-1,59213F-HRTimelineGroup
Matrix Trust Co26,620$1.2M0.21%+22,93113F-HRTimeline
Latitude Advisors, LLC26,273$1.19M0.67%+70013F-HRTimeline
Moors & Cabot, Inc.26,171$1.18M0.06%-35013F-HRTimeline
BLALOCK WILLIAMS, LLC26,124$1.18M1.37%13F-HRTimeline
Linscomb Wealth, Inc.26,065$1.18M0.06%-32213F-HRTimeline
Certus Wealth Management, LLC25,736$1.17M0.78%013F-HRTimeline
DAVENPORT & Co LLC25,687$1.16M0.01%+2,01213F-HRTimeline
HILL ISLAND FINANCIAL LLC24,995$1.13M0.33%+1,99713F-HRTimeline
Kingsview Wealth Management, LLC24,844$1.12M0.02%+9,98613F-HRTimeline
WINTRUST INVESTMENTS LLC24,467$1.1M0.97%+2,81413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI24,383$1.1M0.06%-70113F-HRTimeline
Farrell Financial LLC24,358$1.1M0.79%-79213F-HRTimeline
Pinnacle Family Advisors, LLC24,126$1.09M0.53%+4,07213F-HRTimeline
Objective Capital Management, LLC23,886$1.08M0.72%+60213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC23,707$1.07M0.04%-18,18313F-HRTimeline
Sunbelt Securities, Inc.23,572$1.07M0.09%+5,81213F-HRTimeline
Detalus Advisors, LLC23,342$1.06M0.35%-5,19513F-HRTimeline
Lifeworks Advisors, LLC23,233$1.05M0.19%-91213F-HRTimeline
WR Wealth Planners, LLC23,078$1.04M0.34%-23,05013F-HRTimeline
RHS Financial, LLC22,928$1.04M0.54%+13913F-HRTimeline
Rialto Wealth Management, LLC22,749$1.03M0.34%13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…22,609$1.02M0.03%new13F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC22,605$1.02M0.23%+2,44613F-HRTimeline
Accurate Wealth Management, LLC22,721$1.02M0.2%+40313F-HRTimeline
CoreCap Advisors, LLC22,397$1.01M0.05%-28,43813F-HRTimeline
WealthTrak Capital Management LLC22,174$1M0.85%13F-HRTimeline
Richard P Slaughter Associates Inc22,121$1000K0.22%013F-HRTimeline
MN Wealth Advisors, LLC22,013$995K0.56%+41213F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …22,011$995K0.21%013F-HRTimeline
Wells Financial Advisors INC21,900$990K1.35%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co21,886$989K<0.01%+12,33813F-HRTimelineGroup
New Republic Capital, LLC21,748$983K0.64%+1013F-HRTimeline
BCS Wealth Management21,713$981K0.24%new13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC21,180$957K0.24%+50213F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC21,012$950K0.13%+3413F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.20,976$948K0.41%-7,01213F-HRTimeline
Cresset Asset Management, LLC20,848$942K<0.01%-13313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.20,513$928K0.65%-2,55313F-HRTimeline
Quartz Partners, LLC20,413$923K0.56%-2,38313F-HRTimeline
KELLY FINANCIAL GROUP LLC20,283$917K0.33%13F-HRTimeline
Heritage Family Offices, LLP19,887$899K0.45%+5,82513F-HRTimeline
Western Financial Corp/CA19,747$893K0.49%-6,45913F-HRTimeline
Twelve Points Wealth Management LLC19,566$884K0.25%-185,59213F-HRTimeline
HUB Investment Partners, LLC19,495$881K0.04%+2,39913F-HRTimeline
Raleigh Capital Management Inc.19,383$876K0.34%-1,58513F-HRTimeline
Pettinga Financial Advisors LLC19,333$874K0.2%-100,21613F-HRTimeline
Advyzon Investment Management, LLC19,331$874K0.34%13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC19,260$871K0.01%-1,66413F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC19,150$866K0.22%-2,21713F-HRTimelineGroup
Argent Trust Co19,079$862K0.04%-1,91813F-HRTimeline
Smartleaf Asset Management LLC19,041$861K0.09%+6,92013F-HRTimeline
Hershey Financial Advisers, LLC19,032$860K0.76%13F-HRTimeline
SageView Advisory Group, LLC18,960$857K0.04%-1,68713F-HRTimeline
Valmark Advisers, Inc.18,762$848K0.01%-1,43813F-HRTimeline
Semus Wealth Partners LLC18,618$842K0.56%-2,70713F-HRTimeline
Kraft, Davis & Associates, LLC18,575$839K0.24%-64,22413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,448$834K0.06%+2,52013F-HRTimeline
TFB Advisors LLC18,321$828K0.24%+77813F-HRTimeline
Vested Financial Planning, LLC18,251$825K0.78%13F-HRTimeline
17 CAPITAL PARTNERS, LLC18,046$816K0.52%+2,98013F-HRTimeline
MSH Capital Advisors LLC18,005$814K0.26%-1,39613F-HRTimeline
Vantage Financial Partners, LLC17,897$809K0.2%-9,57513F-HRTimeline
Fulcrum Equity Management17,754$802K0.79%-10,36113F-HRTimeline
Lion Street Advisors, LLC17,718$801K0.26%+3,80513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC17,679$799K0.02%+3,88613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…17,550$793K0.16%+12,78313F-HRTimelineGroup
Empirical Asset Management, LLC17,527$792K0.26%+2,28113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co17,493$791K0.01%013F-HRTimelineGroup
NOVUS ADVISORS, LLC17,396$786K0.78%13F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.17,368$785K0.05%-49713F-HRTimelineGroup
MGO ONE SEVEN LLC17,210$778K0.03%-85,37913F-HRTimeline
Prospera Financial Services Inc17,163$776K0.02%+6,95513F-HRTimeline
Burt Wealth Advisors16,877$763K0.19%013F-HRTimeline
IHT Wealth Management, LLC16,849$762K0.02%-7,46013F-HRTimeline
Accredited Wealth Management, LLC16,615$751K0.66%13F-HRTimeline
NAPATREE CAPITAL LLC15,818$715K0.42%+46513F-HRTimeline
QUADRANT CAPITAL GROUP LLC15,486$700K0.05%new13F-HRTimeline
Dynamic Advisor Solutions LLC15,289$691K0.03%-18,13713F-HRTimeline
MATHER GROUP, LLC.15,173$686K0.01%-4,01413F-HRTimeline
Cape Investment Advisory, Inc.15,169$686K0.27%-2,63513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,424$652K0.05%new13F-HRTimeline
Gladstone Institutional Advisory LLC13,794$624K0.03%-5,02213F-HRTimeline
Golden State Wealth Management, LLC13,699$619K0.09%13F-HRTimeline
RENASANT BANK13,627$616K0.4%-4,38813F-HRTimeline
BENNETT SELBY INVESTMENTS LP13,443$608K0.24%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.13,399$606K0.03%+93713F-HR/ATimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC13,369$604K0.1%-43713F-HRTimeline
Coordinated Financial Services, Inc.13,235$598K0.47%13F-HRTimeline
Fisher Asset Management, LLC13,142$594K<0.01%+8,68813F-HRTimeline
Genesis Wealth Advisors, LLC12,696$574K0.5%13F-HRTimeline
Spectrum Strategic Capital Management, …12,655$572K0.36%+88313F-HRTimeline
Rehmann Capital Advisory Group12,523$566K0.04%-1,08013F-HRTimeline
SPINNAKER TRUST12,497$565K0.04%+17613F-HRTimeline
Insight Wealth Partners, LLC12,437$562K0.36%+96313F-HRTimeline
Syntegra Private Wealth Group, LLC12,390$560K0.06%-3,36313F-HRTimeline
AdvisorNet Financial, Inc12,305$556K0.05%-99,26713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC12,129$548K0.03%+2,11813F-HRTimeline
Keystone Financial Group8,913$545K0.05%+1,22413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.11,963$541K0.04%+12913F-HRTimeline
Midwest Heritage Bank, FSB11,911$538K0.25%-3,50413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC11,841$535K0.01%+35113F-HRTimeline
Ridgeline Wealth, LLC11,812$534K0.44%13F-HRTimeline
LongView Wealth Management11,784$533K0.16%+59313F-HRTimeline
Prime Capital Investment Advisors, LLC11,782$533K0.01%-4,92513F-HRTimeline
Kingdom Financial Group LLC.11,632$526K0.36%-2,18813F-HRTimeline
Harbor Group, Inc.11,374$514K0.12%-2,00413F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…11,163$505K0.08%-1,35613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,000$497K0.03%new13F-HRTimelineGroup
BEACON FINANCIAL GROUP10,947$495K0.05%-9,38813F-HRTimeline
WEDBUSH SECURITIES INC10,526$476K0.02%+3,60813F-HRTimeline
New Century Financial Group, LLC10,464$472K0.2%-11413F-HRTimeline
RFP Financial Group LLC10,422$471K0.18%+58513F-HRTimeline
McAdam, LLC10,354$468K0.03%+23013F-HRTimeline
PUREfi Wealth, LLC10,298$465K0.46%13F-HRTimeline
Stanich Group LLC10,036$454K0.34%13F-HRTimeline
Beverly Hills Private Wealth, LLC10,026$453K0.09%-5,91613F-HRTimeline
City State Bank9,847$445K0.16%+1,25013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC9,639$436K0.02%013F-HRTimelineGroup
Interchange Capital Partners, LLC9,545$431K0.16%-2,16213F-HRTimeline
Ellevest, Inc.9,522$430K0.02%013F-HRTimeline
Wealthspire Retirement, LLC9,400$425K0.03%+22913F-HRTimeline
Global Financial Private Client, LLC9,217$417K0.16%-2,61113F-HRTimeline
CENTAURUS FINANCIAL, INC.9,061$410K0.03%-14,12513F-HRTimeline
Ausdal Financial Partners, Inc.9,066$410K0.04%-67713F-HRTimeline
Bellwether Advisors, LLC8,970$405K0.07%-17813F-HRTimeline
Meridian Wealth Management, LLC8,955$405K0.02%-1413F-HRTimeline
PKS Advisory Services, LLC8,944$404K0.1%13F-HRTimeline
Trilogy Capital Inc.8,894$402K0.02%-66713F-HRTimeline
FLP Wealth Management, LLC8,830$399K1.02%13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC8,746$395K<0.01%-2,02413F-HRTimelineGroup
Valtrion Capital Management, LLC8,721$394K0.52%13F-HRTimeline
Equita Financial Network, Inc.8,718$394K0.14%-4,62013F-HRTimeline
BOK Financial Private Wealth, Inc.8,586$388K0.03%-3,35713F-HRTimeline
ACORN CREEK CAPITAL LLC8,557$387K0.2%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC8,545$386K0.03%-19,02813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,521$385K<0.01%+14613F-HRTimelineGroup
Avior Wealth Management, LLC8,512$385K0.01%-1,48813F-HRTimeline
Visionary Horizons, LLC8,508$385K0.25%+73213F-HRTimeline
Family Capital Trust Co8,502$384K0.13%013F-HRTimeline
Capital Investment Advisory Services, L…8,496$384K0.04%+5,96013F-HRTimeline
Willis Johnson & Associates, Inc.8,440$381K0.03%-1,91513F-HRTimeline
Retirement Planning Group, LLC8,319$376K0.02%new13F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…8,284$374K0.06%+3913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC8,243$373K<0.01%new13F-HRTimelineGroup
TCP Asset Management, LLC8,218$371K0.08%013F-HRTimeline
DAVIDSON INVESTMENT ADVISORS8,217$371K0.02%+16013F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC8,211$371K0.23%013F-HRTimeline
HOWE & RUSLING INC8,113$367K0.03%-3,49413F-HRTimeline
Quadcap Wealth Management, LLC8,003$362K0.05%-4,99013F-HRTimeline
180 WEALTH ADVISORS, LLC7,974$360K0.06%-2,47313F-HRTimeline
EWG Elevate Inc.7,874$356K0.11%+1,60013F-HRTimeline
Vermillion & White Wealth Management Gr…7,796$352K0.26%013F-HRTimeline
Strategic Equity Management7,765$351K0.15%+13313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,660$346K0.01%+37613F-HRTimelineGroup
ETF Store, Inc.7,557$342K0.42%-3,67313F-HRTimeline
Hobart Private Capital, LLC7,476$338K0.08%-1,67113F-HRTimeline
Cornerstone Planning Group LLC7,376$336K0.08%-1,10713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd7,368$333K0.03%new13F-HRTimelineGroup
BARON SILVER STEVENS FINANCIAL ADVISORS…7,280$329K0.06%-29113F-HRTimeline
Verity Asset Management, Inc.7,277$329K0.19%-3,19113F-HRTimeline
Virtue Capital Management, LLC7,276$329K0.07%new13F-HRTimeline
FINANCIAL COUNSELORS INC7,265$328K<0.01%-1,91013F-HRTimeline
Cynosure Group, LLC7,110$321K0.05%new13F-HRTimeline
Snider Financial Group7,073$320K0.1%-44813F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.6,987$316K0.54%new13F-HRTimeline
SFMG, LLC6,979$315K0.02%-10813F-HRTimeline
Disciplined Investments, LLC6,831$309K0.15%new13F-HRTimeline
Advisor Resource Council6,824$308K0.22%new13F-HRTimeline
Atlas Private Wealth Advisors6,780$306K0.04%-2913F-HRTimeline
Fermata Advisors, LLC6,774$306K0.06%013F-HRTimeline
Maridea Wealth Management LLC6,665$301K0.1%13F-HRTimeline
HB Wealth Management, LLC6,578$297K<0.01%+813F-HRTimeline
Magnus Financial Group LLC6,557$296K0.03%-83013F-HRTimeline
NOVEM GROUP6,556$296K0.04%13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC6,492$293K0.06%013F-HRTimelineGroup
Darden Wealth Group Inc6,440$291K0.2%-5613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC6,390$289K0.04%+1,70313F-HRTimelineGroup
Kovack Advisors, Inc.6,310$285K0.03%+75313F-HRTimeline
Destiny Wealth Partners, LLC6,171$279K0.05%-44513F-HRTimeline
Successful Portfolios LLC6,094$275K0.18%+4513F-HRTimeline
Freedom Investment Management, Inc.5,997$271K0.02%-25213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp5,980$270K0.02%-1,22413F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…5,921$268K0.04%013F-HRTimeline
Pinnacle Bancorp, Inc.5,871$265K0.09%-1,00913F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…5,827$263K0.05%-2,21813F-HRTimeline
SANDERS MORRIS HARRIS LLC5,841$263K0.04%new13F-HRTimeline
Evercore Wealth Management, LLC5,811$263K<0.01%013F-HRTimeline
Lantern Wealth Advisors, LLC5,774$261K0.17%-713F-HRTimeline
UPTICK PARTNERS, LLC5,499$249K0.09%new13F-HRTimeline
Quad-Cities Investment Group, LLC5,369$243K0.12%+7513F-HRTimeline
Magnolia Private Wealth, LLC5,367$243K0.22%13F-HRTimeline
Riverbend Wealth Management, LLC5,360$242K0.22%13F-HRTimeline
Financial Sense Advisors, Inc.5,359$242K0.08%-84113F-HRTimeline