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Disclosery

IUSB ISHARES TR

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SHS (fund)

732 managers (739 13F filers) reported a position in IUSB shares at 2025-03-31, 705,296,443 shares in all. 68 filers opened a position and 52 filers sold out during the quarter.

Managers
732
13F filers
739
New
68
Added
274
Reduced
322
Sold out
52
Shares held by filers
705,296,443

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Moors & Cabot, Inc.25,147$1.16M0.06%-1,02413F-HRTimeline
ETF Portfolio Partners, Inc.25,002$1.15M0.35%-1,80713F-HRTimeline
Sound Income Strategies, LLC24,910$1.15M0.07%-3,54313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI24,517$1.13M0.06%+13413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…24,258$1.12M0.03%+1,64913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding24,247$1.12M+21,060Timeline
Tarbox Family Office, Inc.24,209$1.12M0.19%-10,14213F-HRTimeline
Braun-Bostich & Associates Inc.23,548$1.09M0.8%-9,19513F-HRTimeline
Lifeworks Advisors, LLC23,416$1.08M0.18%+18313F-HRTimeline
WealthTrak Capital Management LLC22,799$1.05M0.91%+62513F-HRTimeline
Heritage Family Offices, LLP22,568$1.04M0.53%+2,68113F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC22,417$1.03M0.23%-18813F-HRTimeline
HILL ISLAND FINANCIAL LLC22,250$1.03M0.3%-2,74513F-HRTimeline
Quartz Partners, LLC22,199$1.02M0.62%+1,78613F-HRTimeline
Richard P Slaughter Associates Inc22,121$1.02M0.24%013F-HRTimeline
Rialto Wealth Management, LLC22,015$1.01M0.32%-73413F-HRTimeline
Heritage Wealth Partners, LLC21,948$1.01M1.54%new13F-HRTimeline
Wells Financial Advisors INC21,900$1.01M1.39%013F-HRTimeline
KELLY FINANCIAL GROUP LLC21,825$1.01M0.31%+1,54213F-HRTimeline
MN Wealth Advisors, LLC21,809$1M0.59%-20413F-HRTimeline
BCS Wealth Management21,702$1M0.26%-1113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC21,600$995K0.14%+58813F-HRTimeline
17 CAPITAL PARTNERS, LLC21,377$985K0.63%+3,33113F-HRTimeline
IHT Wealth Management, LLC21,274$980K0.03%+4,42513F-HRTimeline
FWG Investments, LLC.21,129$974K1.14%-7,78113F-HRTimeline
Empirical Asset Management, LLC20,738$956K0.33%+3,21113F-HRTimeline
Detalus Advisors, LLC20,700$954K0.3%-2,64213F-HRTimeline
HUB Investment Partners, LLC20,593$949K0.04%+1,09813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.20,472$943K0.4%-50413F-HRTimeline
Essential Planning, LLC.20,384$939K0.38%-1,601,50413F-HRTimeline
New Republic Capital, LLC20,085$926K0.4%-1,66313F-HRTimeline
Kingsview Wealth Management, LLC20,069$925K0.02%-4,77513F-HRTimeline
Greykasell Wealth Strategies, Inc.20,042$924K0.49%-40,68113F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …19,945$919K0.19%-2,06613F-HRTimeline
CW Advisors, LLC19,936$918K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.19,592$903K0.36%+4,42313F-HRTimeline
GTS SECURITIES LLC19,376$893K0.04%new13F-HRTimeline
Argent Trust Co19,280$888K0.04%+20113F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.19,221$886K0.06%+1,85313F-HRTimelineGroup
Pinnacle Family Advisors, LLC19,080$879K0.48%-5,04613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.19,068$879K0.67%-1,44513F-HRTimeline
Visionary Horizons, LLC18,894$871K0.61%+10,38613F-HRTimeline
Raleigh Capital Management Inc.18,846$868K0.39%-53713F-HRTimeline
NOVUS ADVISORS, LLC18,770$865K0.87%+1,37413F-HRTimeline
WEALTHGARDEN F.S. LLC18,658$860K0.83%-8,06513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC18,601$857K0.22%-54913F-HRTimelineGroup
Vested Financial Planning, LLC18,251$841K0.84%013F-HRTimeline
TFB Advisors LLC17,898$825K0.24%-42313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC17,779$819K<0.01%+9,53613F-HRTimelineGroup
SageView Advisory Group, LLC17,777$819K0.03%-1,18313F-HRTimeline
Semus Wealth Partners LLC17,749$818K0.57%-86913F-HRTimeline
Caliber Wealth Management, LLC / KS17,626$812K0.11%13F-HRTimeline
Fulcrum Equity Management17,091$788K0.86%-66313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,083$787K0.06%-1,36513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co17,073$787K0.01%-42013F-HRTimelineGroup
MATHER GROUP, LLC.16,939$781K0.01%+1,76613F-HRTimeline
Vantage Financial Partners, LLC16,870$777K0.19%-1,02713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC16,781$773K0.01%-2,47913F-HRTimelineGroup
Accredited Wealth Management, LLC16,615$766K0.65%013F-HRTimeline
NAPATREE CAPITAL LLC16,575$764K0.43%+75713F-HRTimeline
Burt Wealth Advisors16,450$758K0.19%-42713F-HRTimeline
Scarborough Advisors, LLC16,387$755K0.11%-217,43013F-HRTimeline
Western Financial Corp/CA15,757$726K0.42%-3,99013F-HRTimeline
MGO ONE SEVEN LLC15,717$724K0.03%-1,49313F-HRTimeline
Valmark Advisers, Inc.15,613$719K0.01%-3,14913F-HRTimeline
QUADRANT CAPITAL GROUP LLC15,486$714K0.03%013F-HRTimeline
ASPIRIANT, LLC15,108$696K0.02%-13,94013F-HRTimeline
AdvisorNet Financial, Inc14,955$689K0.05%+2,65013F-HRTimeline
Advyzon Investment Management, LLC14,925$688K0.24%-4,40613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC14,835$684K0.04%+2,70613F-HRTimeline
WEDBUSH SECURITIES INC14,515$669K0.02%+3,98913F-HRTimeline
Dynamic Advisor Solutions LLC14,240$656K0.02%-1,04913F-HRTimeline
TrueWealth Advisors, LLC14,023$646K0.21%-15,14113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.13,968$644K0.04%+56913F-HR/ATimelineGroup
Tyche Wealth Partners LLC13,925$642K0.14%new13F-HRTimeline
Kovack Advisors, Inc.13,903$641K0.07%+7,59313F-HRTimeline
Edge Financial Advisors LLC13,845$638K0.4%new13F-HRTimeline
Park Place Capital Corp13,740$633K0.17%-38,30313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,698$631K0.01%new13F-HRTimelineGroup
NIXON PEABODY TRUST CO13,692$631K0.05%new13F-HRTimeline
Gladstone Institutional Advisory LLC13,684$631K0.03%-11013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,377$616K0.04%+2,37713F-HRTimelineGroup
LOCKERMAN FINANCIAL GROUP, INC.13,209$609K0.92%+6,22213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC13,176$607K0.11%-19313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC13,060$602K0.03%+4,51513F-HRTimelineGroup
Coordinated Financial Services, Inc./CO12,882$594K0.45%13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC12,760$588K0.02%-10,94713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC12,747$587K0.01%-54,70213F-HRTimeline
Insight Wealth Partners, LLC12,573$579K0.35%+13613F-HRTimeline
Prime Capital Investment Advisors, LLC12,568$579K0.01%+78613F-HRTimeline
Gotham Asset Management, LLC12,473$575K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC12,379$570K0.08%-1,32013F-HR/ATimeline
Rehmann Capital Advisory Group12,348$569K0.04%-17513F-HRTimeline
Spectrum Strategic Capital Management, …12,190$562K0.35%-46513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.12,027$554K0.05%+6413F-HRTimeline
Accurate Wealth Management, LLC12,279$554K0.11%-10,44213F-HRTimeline
LongView Wealth Management11,987$552K0.17%+20313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC11,878$547K0.02%+3713F-HRTimeline
LPWM LLC11,180$515K0.17%new13F-HRTimeline
Tennessee Valley Asset Management Partn…11,022$508K0.08%-301,32313F-HRTimeline
PRIVATE CLIENT SERVICES, LLC10,811$498K0.25%new13F-HRTimeline
Syntegra Private Wealth Group, LLC10,805$498K0.06%-1,58513F-HRTimeline
RENASANT BANK10,662$491K0.33%-2,96513F-HRTimeline
BEACON FINANCIAL GROUP10,596$488K0.05%-35113F-HRTimeline
Ausdal Financial Partners, Inc.10,203$470K0.04%+1,13713F-HRTimeline
Objective Capital Management, LLC10,188$469K0.6%-13,69813F-HRTimeline
RFP Financial Group LLC10,115$466K0.19%-30713F-HRTimeline
City State Bank10,067$464K0.15%+22013F-HRTimeline
Kingdom Financial Group LLC.10,064$464K0.34%-1,56813F-HRTimeline
Ridgeline Wealth, LLC10,052$463K0.39%-1,76013F-HRTimeline
Genesis Wealth Advisors, LLC9,698$447K0.36%-2,99813F-HRTimeline
Apex Wealth Management, LLC9,626$444K0.4%-70,92013F-HRTimeline
Ellevest, Inc.9,522$439K0.03%013F-HRTimeline
Interchange Capital Partners, LLC9,509$438K0.12%-3613F-HRTimeline
Global Financial Private Client, LLC9,505$438K0.17%+28813F-HRTimeline
Midwest Heritage Bank, FSB9,444$435K0.18%-2,46713F-HRTimeline
Prospera Financial Services Inc9,362$432K0.01%-7,80113F-HRTimeline
SPINNAKER TRUST9,358$431K0.03%-3,13913F-HRTimeline
PKS Advisory Services, LLC9,286$428K0.12%+34213F-HRTimeline
CENTAURUS FINANCIAL, INC.9,170$423K0.03%+10913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,044$417K<0.01%+29813F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,940$412K<0.01%+41913F-HRTimelineGroup
TCI Wealth Advisors, Inc.8,930$411K0.03%new13F-HRTimeline
Abound Wealth Management8,848$408K0.14%new13F-HRTimeline
Avior Wealth Management, LLC8,698$401K0.02%+18613F-HRTimeline
Kraft, Davis & Associates, LLC8,792$399K0.13%-9,78313F-HRTimeline
Meridian Wealth Management, LLC8,625$397K0.02%-33013F-HRTimeline
Goepper Burkhardt LLC8,606$397K0.16%new13F-HRTimeline
LANARK FINANCIAL, INC.8,560$394K0.03%+8,55213F-HRTimeline
Beverly Hills Private Wealth, LLC8,546$394K0.08%-1,48013F-HRTimeline
Family Capital Trust Co8,502$392K0.14%013F-HRTimeline
FLP Wealth Management, LLC8,427$388K1.23%-40313F-HRTimeline
EWG Elevate Inc.8,421$388K0.15%+54713F-HRTimeline
Cornerstone Planning Group LLC8,525$388K0.09%+1,14913F-HRTimeline
Oregon Pacific Wealth Management, LLC8,390$387K0.39%new13F-HRTimeline
180 WEALTH ADVISORS, LLC8,391$386K0.06%+41713F-HRTimeline
DAVIDSON INVESTMENT ADVISORS8,203$378K0.02%-1413F-HRTimeline
Trilogy Capital Inc.8,158$376K0.02%-73613F-HRTimeline
Stanich Group LLC8,156$376K0.28%-1,88013F-HRTimeline
Wealthspire Retirement, LLC8,133$375K0.03%-1,26713F-HRTimeline
Twelve Points Wealth Management LLC8,022$370K0.1%-11,54413F-HRTimeline
PUREfi Wealth, LLC8,015$369K0.37%-2,28313F-HRTimeline
HOWE & RUSLING INC7,999$369K0.03%-11413F-HRTimeline
SFMG, LLC7,995$368K0.03%+1,01613F-HRTimeline
Transce3nd, LLC7,947$366K0.16%+3,79013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,903$364K0.01%-9,77613F-HRTimeline
TCP Asset Management, LLC7,818$360K0.08%-40013F-HRTimeline
Sunbelt Securities, Inc.7,790$359K0.03%-15,78213F-HRTimeline
Bellwether Advisors, LLC7,718$356K0.07%-1,25213F-HRTimeline
Koshinski Asset Management, Inc.7,663$353K0.03%new13F-HRTimeline
Valtrion Capital Management, LLC7,523$347K0.47%-1,19813F-HRTimeline
Vermillion & White Wealth Management Gr…7,330$338K0.24%-46613F-HRTimeline
Hobart Private Capital, LLC7,299$336K0.08%-17713F-HRTimeline
Keystone Financial Group7,290$336K0.03%-1,62313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…7,280$335K0.06%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…7,181$331K0.06%-3,98213F-HRTimeline
GC Wealth Management RIA, LLC7,159$330K0.06%+2,18113F-HRTimeline
HB Wealth Management, LLC7,134$329K<0.01%+55613F-HRTimeline
Cynosure Group, LLC7,110$328K0.05%013F-HRTimeline
EP Wealth Advisors, LLC7,069$326K<0.01%new13F-HRTimeline
VestGen Advisors, LLC6,860$316K0.01%13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC6,839$315K0.02%-55,32413F-HRTimeline
Atlas Private Wealth Advisors6,839$315K0.04%+5913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,800$313K0.03%-7,62413F-HRTimeline
CBM Financial, LLC6,823$310K0.25%13F-HRTimeline
NOVEM GROUP6,695$308K0.04%+13913F-HRTimeline
FINANCIAL COUNSELORS INC6,670$307K<0.01%-59513F-HRTimeline
ETF Store, Inc.6,650$306K0.38%-90713F-HRTimeline
Impact Capital Partners LLC6,633$306K0.11%new13F-HRTimeline
Sand Hill Global Advisors, LLC6,570$303K0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC6,492$299K0.06%013F-HRTimelineGroup
RHS Financial, LLC6,467$298K0.17%-16,46113F-HRTimeline
Snider Financial Group6,443$297K0.1%-63013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC6,399$295K0.03%+913F-HRTimelineGroup
Full Sail Capital, LLC6,333$292K0.02%new13F-HRTimeline
Opal Wealth Advisors, LLC6,227$287K0.09%-52,37413F-HRTimeline
Destiny Wealth Partners, LLC6,171$284K0.05%013F-HRTimeline
McAdam, LLC6,148$283K0.02%-4,20613F-HRTimeline
Disciplined Investments, LLC6,137$283K0.13%-69413F-HRTimeline
Darden Wealth Group Inc6,122$282K0.22%-31813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,146$282K0.01%-1,51413F-HRTimelineGroup
Successful Portfolios LLC6,061$279K0.19%-3313F-HRTimeline
DIVERSIFIED TRUST CO6,010$277K0.01%new13F-HRTimeline
Atlas Brown,Inc.6,009$277K0.1%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,921$272K0.04%013F-HRTimeline
Fermata Advisors, LLC5,896$272K0.05%-87813F-HRTimeline
Evercore Wealth Management, LLC5,811$268K<0.01%013F-HRTimeline
Verity Asset Management, Inc.5,779$266K0.11%-1,49813F-HRTimeline
Pettinga Financial Advisors LLC5,744$265K0.06%-13,58913F-HRTimeline
MAI Capital Management5,741$265K<0.01%+3,06813F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC5,699$263K0.03%+1,01213F-HRTimeline
TUDOR INVESTMENT CORP ET AL5,696$262K<0.01%new13F-HRTimeline
Financial Sense Advisors, Inc.5,690$262K0.07%+33113F-HRTimeline
Fisher Asset Management, LLC5,650$260K<0.01%-7,49213F-HRTimeline
Pinnacle Bancorp, Inc.5,600$258K0.08%-27113F-HRTimeline
Magnus Financial Group LLC5,594$258K0.02%-96313F-HRTimeline
Riverbend Wealth Management, LLC5,473$252K0.23%+11313F-HRTimeline
ACORN CREEK CAPITAL LLC5,434$250K0.12%-3,12313F-HRTimeline
Optivise Advisory Services LLC5,407$249K0.14%-44,40913F-HRTimeline
Magnolia Private Wealth, LLC5,367$247K0.21%013F-HRTimeline