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Disclosery

IUSB ISHARES TR

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SHS (fund)

739 managers (746 13F filers) reported a position in IUSB shares at 2025-06-30, 697,371,148 shares in all. 64 filers opened a position and 56 filers sold out during the quarter.

Managers
739
13F filers
746
New
64
Added
231
Reduced
372
Sold out
56
Shares held by filers
697,371,148

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Sunbelt Securities, Inc.23,572$1.07M0.09%+15,78213F-HRTimeline
Rialto Wealth Management, LLC22,833$1.06M0.29%+81813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC22,783$1.05M0.13%+1,18313F-HRTimeline
Heritage Family Offices, LLP22,568$1.04M0.52%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…22,301$1.03M0.02%-1,95713F-HRTimelineGroup
Caliber Wealth Management, LLC / KS22,258$1.03M0.11%+4,63213F-HRTimeline
Quartz Partners, LLC22,221$1.03M0.47%+2213F-HRTimeline
WealthTrak Capital Management LLC22,020$1.02M0.85%-77913F-HRTimeline
Sequoia Financial Advisors, LLC21,911$1.01M0.01%+16,86313F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …21,840$1.01M0.19%+1,89513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC21,668$1M0.2%-74913F-HRTimeline
PRIVATE CLIENT SERVICES, LLC21,661$1M0.39%+10,85013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC21,654$1M0.04%+8,59413F-HRTimelineGroup
BCS Wealth Management21,634$1M0.22%-6813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,377,749$999K0.04%+3,286,35213F-HRTimelineGroup
Secure Asset Management, LLC21,507$994K0.18%new13F-HRTimeline
Catalina Capital Group, LLC21,278$984K0.66%-4,76013F-HRTimeline
TSFG, LLC21,099$975K0.18%-140,08513F-HRTimeline
Cape Investment Advisory, Inc.21,064$974K0.36%+1,47213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC20,888$966K0.01%+4,10713F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.20,711$957K0.38%+23913F-HRTimeline
Detalus Advisors, LLC20,576$951K0.28%-12413F-HRTimeline
Sowell Financial Services LLC20,543$950K0.04%-4,74813F-HRTimeline
Essential Planning, LLC.20,384$942K0.35%013F-HRTimeline
HILL ISLAND FINANCIAL LLC19,782$915K0.26%-2,46813F-HRTimeline
KELLY FINANCIAL GROUP LLC19,447$899K0.26%-2,37813F-HRTimeline
Hershey Financial Advisers, LLC19,352$895K0.8%13F-HRTimeline
Argent Trust Co19,248$890K0.03%-3213F-HRTimeline
Advyzon Investment Management, LLC19,232$889K0.2%+4,30713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.19,286$888K0.6%+21813F-HRTimeline
Accredited Wealth Management, LLC19,115$884K0.72%+2,50013F-HRTimeline
Tarbox Family Office, Inc.19,073$882K0.13%-5,13613F-HRTimeline
Bison Wealth, LLC19,062$881K0.07%-9,63213F-HRTimeline
FWG Investments, LLC.18,943$876K0.67%-2,18613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,694$864K0.06%+5,31713F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC18,432$852K0.21%new13F-HRTimeline
HUB Investment Partners, LLC18,371$849K0.03%-2,22213F-HRTimeline
Brookwood Investment Group LLC18,220$842K0.14%-13,15013F-HRTimeline
Raleigh Capital Management Inc.18,189$841K0.35%-65713F-HRTimeline
Semus Wealth Partners LLC18,081$836K0.54%+33213F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.18,066$835K0.06%-1,15513F-HRTimelineGroup
M Holdings Securities, Inc.18,089$834K0.14%new13F-HRTimeline
NOVUS ADVISORS, LLC17,927$829K1.26%-84313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co17,901$828K0.01%+82813F-HRTimelineGroup
BARON SILVER STEVENS FINANCIAL ADVISORS…17,812$823K0.13%+10,53213F-HRTimeline
TFB Advisors LLC17,701$818K0.21%-19713F-HRTimeline
SageView Advisory Group, LLC17,704$812K0.03%-7313F-HRTimeline
Vested Financial Planning, LLC17,278$799K0.71%-97313F-HRTimeline
Vantage Financial Partners, LLC16,892$781K0.18%+2213F-HRTimeline
Wells Financial Advisors INC16,550$765K1.05%-5,35013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,541$765K0.05%-54213F-HRTimeline
Kingsview Wealth Management, LLC16,535$764K0.01%-3,53413F-HRTimeline
Burt Wealth Advisors16,450$760K0.17%013F-HRTimeline
WEDBUSH SECURITIES INC16,353$756K0.03%+1,83813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC16,288$753K0.21%-2,31313F-HRTimelineGroup
Braun-Bostich & Associates Inc.16,198$749K0.51%-7,35013F-HRTimeline
GWN SECURITIES INC.16,038$743K0.14%-27,39313F-HRTimeline
WEALTHGARDEN F.S. LLC16,013$736K0.61%-2,64513F-HRTimeline
MATHER GROUP, LLC.15,888$735K0.01%-1,05113F-HRTimeline
Empirical Asset Management, LLC15,728$727K0.22%-5,01013F-HRTimeline
Gladstone Institutional Advisory LLC15,518$717K0.03%+1,83413F-HRTimeline
Bridgewealth Advisory Group, LLC15,378$711K0.18%new13F-HRTimeline
AdvisorNet Financial, Inc15,263$706K0.05%+30813F-HRTimeline
Pinnacle Family Advisors, LLC15,166$701K0.34%-3,91413F-HRTimeline
CFO4Life Group, LLC15,088$697K0.11%-11,92813F-HRTimeline
Ausdal Financial Partners, Inc.15,049$696K0.05%+4,84613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC14,565$673K0.03%-27013F-HRTimeline
ASPIRIANT, LLC14,491$670K0.02%-61713F-HRTimeline
Dynamic Advisor Solutions LLC14,233$658K0.02%-713F-HRTimeline
Kovack Advisors, Inc.13,919$643K0.06%+1613F-HRTimeline
Edge Financial Advisors LLC13,815$636K0.34%-3013F-HRTimeline
Triad Wealth Partners, LLC13,584$628K0.13%new13F-HRTimeline
Sculati Wealth Management, LLC13,421$620K0.23%new13F-HRTimeline
Scarborough Advisors, LLC13,371$618K0.12%-3,01613F-HRTimeline
Valpey Financial Services, LLC13,370$618K0.43%13F-HRTimeline
Fulcrum Equity Management13,311$615K0.63%-3,78013F-HRTimeline
STRATEGY ASSET MANAGERS LLC13,264$613K0.11%-54,83313F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC12,988$600K0.1%-18813F-HRTimeline
Valmark Advisers, Inc.12,914$597K0.01%-2,69913F-HRTimeline
Gotham Asset Management, LLC12,888$596K<0.01%+41513F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co12,867$595K<0.01%new13F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC12,685$586K0.01%-6213F-HRTimeline
Insight Wealth Partners, LLC12,603$583K0.32%+3013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC12,452$576K0.04%+5,61313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC12,304$569K0.02%-45613F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.12,133$561K0.76%-1,07613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.12,128$561K0.04%+10113F-HRTimeline
Golden State Wealth Management, LLC11,882$549K0.07%-49713F-HRTimeline
TrueWealth Advisors, LLC11,879$549K0.16%-2,14413F-HRTimeline
Coordinated Financial Services, Inc.11,830$547K0.38%13F-HRTimeline
Western Financial Corp/CA11,797$545K0.29%-3,96013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC11,776$544K0.01%-10213F-HRTimeline
OLD MISSION CAPITAL LLC11,724$542K0.01%-51,80813F-HRTimeline
Rehmann Capital Advisory Group11,700$541K0.03%-64813F-HRTimeline
DAVIDSON INVESTMENT ADVISORS11,678$540K0.02%+3,47513F-HRTimeline
Cresset Asset Management, LLC11,574$535K<0.01%-15,55913F-HR/ATimeline
IHT Wealth Management, LLC11,518$532K0.01%-9,75613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,462$530K<0.01%+2,52213F-HRTimelineGroup
Accurate Wealth Management, LLC11,476$527K0.08%-80313F-HRTimeline
Richard P Slaughter Associates Inc11,147$515K0.11%-10,97413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC11,024$510K<0.01%+1,98013F-HR/ATimelineGroup
StoneX Group Inc.in group StoneX Group Inc.10,985$508K0.02%-2,98313F-HRTimelineGroup
Visionary Wealth Advisors10,982$508K0.03%-33,00613F-HRTimeline
City State Bank10,852$502K0.16%+78513F-HRTimeline
LifeGoal Investments, LLC10,673$493K0.47%new13F-HRTimeline
Spectrum Strategic Capital Management, …10,635$492K0.31%-1,55513F-HRTimeline
American Trust10,457$483K0.05%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC10,348$478K0.45%+1,95813F-HRTimeline
LongView Wealth Management10,213$472K0.14%-1,77413F-HRTimeline
TRUE Private Wealth Advisors10,104$467K0.05%-18,13613F-HRTimeline
TUDOR INVESTMENT CORP ET AL10,100$467K<0.01%+4,40413F-HRTimeline
Ridgeline Wealth, LLC10,020$463K0.38%-3213F-HRTimeline
Midwest Heritage Bank, FSB10,007$463K0.17%+56313F-HRTimeline
PUREfi Wealth, LLC9,680$448K0.36%+1,66513F-HRTimeline
Prospera Financial Services Inc9,558$442K0.01%+19613F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC9,522$440K0.03%new13F-HRTimelineGroup
New Republic Capital, LLC9,438$436K0.15%-10,64713F-HRTimeline
SPINNAKER TRUST9,358$433K0.03%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,352$432K0.01%-4,34613F-HRTimelineGroup
Global Financial Private Client, LLC9,251$428K0.16%-25413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,167$424K<0.01%-25,72013F-HRTimelineGroup
PKS Advisory Services, LLC9,070$419K0.11%-21613F-HRTimeline
ACORN CREEK CAPITAL LLC9,008$416K0.17%+3,57413F-HRTimeline
RFP Financial Group LLC8,936$413K0.17%-1,17913F-HRTimeline
TCI Wealth Advisors, Inc.8,930$413K0.03%013F-HRTimeline
Twelve Points Wealth Management LLC8,911$412K0.11%+88913F-HRTimeline
SFMG, LLC8,905$412K0.03%+91013F-HRTimeline
BEACON FINANCIAL GROUP8,850$409K0.04%-1,74613F-HRTimeline
Roger Wittlin Investment Advisory, LLC8,811$407K0.23%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.8,793$406K0.02%-37713F-HRTimeline
Precision Wealth Strategies, LLC8,555$395K0.13%new13F-HRTimeline
Syntegra Private Wealth Group, LLC8,539$395K0.04%-2,26613F-HRTimeline
SFG Wealth Management, LLC.8,511$393K0.24%new13F-HRTimeline
Family Capital Trust Co8,502$393K0.14%013F-HRTimeline
Genesis Wealth Advisors, LLC8,383$388K0.29%-1,31513F-HRTimeline
EWG Elevate Inc.8,362$387K0.12%-5913F-HRTimeline
Meridian Wealth Management, LLC8,306$384K0.02%-31913F-HRTimeline
Avior Wealth Management, LLC8,214$380K0.01%-48413F-HRTimeline
LANARK FINANCIAL, INC.8,218$379K0.03%-34213F-HRTimeline
Interchange Capital Partners, LLC8,156$377K0.09%-1,35313F-HR/ATimeline
Beverly Hills Private Wealth, LLC8,087$374K0.07%-45913F-HRTimeline
HOWE & RUSLING INC8,074$373K0.03%+7513F-HRTimeline
FLP Wealth Management, LLC8,035$371K1.04%-39213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,886$365K0.01%-1713F-HRTimeline
TCP Asset Management, LLC7,818$361K0.07%013F-HRTimeline
17 CAPITAL PARTNERS, LLC7,755$359K0.21%-13,62213F-HRTimeline
Kathmere Capital Management, LLC7,665$354K0.03%new13F-HRTimeline
Koshinski Asset Management, Inc.7,663$354K0.03%013F-HRTimeline
GC Wealth Management RIA, LLC7,626$353K0.03%+46713F-HRTimeline
Valtrion Capital Management, LLC7,603$351K0.42%+8013F-HRTimeline
NOVEM GROUP7,538$348K0.04%+84313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC7,534$348K0.04%+1,13513F-HRTimelineGroup
Bellwether Advisors, LLC7,531$348K0.06%-18713F-HRTimeline
Vermillion & White Wealth Management Gr…7,330$339K0.22%013F-HRTimeline
Financial Partners Group, Inc7,314$338K0.05%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp7,250$335K<0.01%new13F-HRTimelineGroup
Trilogy Capital Inc.7,195$333K0.02%-96313F-HRTimeline
Midwest Trust Co6,949$321K<0.01%13F-HRTimeline
Atlas Private Wealth Advisors6,895$319K0.04%+5613F-HRTimeline
180 WEALTH ADVISORS, LLC6,791$314K0.04%-1,60013F-HRTimeline
Oxinas Partners, LLC6,704$310K0.16%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,671$308K0.02%-12913F-HRTimeline
1ST SOURCE BANK6,630$307K0.02%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.6,628$306K0.15%-13,41413F-HRTimeline
ETF Store, Inc.6,624$306K0.35%-2613F-HRTimeline
Transce3nd, LLC6,606$305K0.13%-1,34113F-HRTimeline
Apex Wealth Management, LLC6,604$305K0.24%-3,02213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC6,492$300K0.06%013F-HRTimelineGroup
AMG National Trust Bank6,441$298K0.01%new13F-HRTimeline
Venture Visionary Partners LLC6,400$296K0.01%new13F-HRTimeline
Park Place Capital Corp6,413$295K0.07%-7,32713F-HRTimeline
Barnes Dennig Private Wealth Management…6,377$295K0.35%new13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…6,370$294K0.05%-81113F-HRTimeline
Snider Financial Group6,349$294K0.08%-9413F-HRTimeline
Goepper Burkhardt LLC6,332$293K0.11%-2,27413F-HRTimeline
Keystone Financial Group6,224$288K0.03%-1,06613F-HRTimeline
Wealthspire Retirement, LLC6,158$285K0.02%-1,97513F-HRTimeline
Darden Wealth Group Inc6,152$284K0.17%+3013F-HRTimeline
Destiny Wealth Partners, LLC6,095$282K0.04%-7613F-HRTimeline
Successful Portfolios LLC6,051$280K0.17%-1013F-HRTimeline
DIVERSIFIED TRUST CO6,051$280K0.01%+4113F-HRTimeline
NewEdge Wealth, LLC6,017$278K<0.01%+1,60813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,923$274K0.04%+213F-HRTimeline
MAI Capital Management5,835$270K<0.01%+9413F-HRTimeline
Atlas Brown,Inc.5,816$269K0.09%-19313F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC5,699$263K0.04%013F-HRTimeline
UPTICK PARTNERS, LLC5,633$260K0.07%+44313F-HRTimeline
Pinnacle Bancorp, Inc.5,600$259K0.08%013F-HRTimeline
Balboa Wealth Partners5,599$259K0.05%new13F-HRTimeline
McAdam, LLC5,594$259K0.01%-55413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC5,476$253K0.08%+2,91113F-HRTimeline
Optivise Advisory Services LLC5,407$250K0.13%013F-HRTimeline
Arlington Financial Advisors, LLC5,366$248K0.04%new13F-HRTimeline
Horan Securities, Inc.5,351$247K0.09%+11013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,314$246K<0.01%new13F-HRTimelineGroup
Financial Sense Advisors, Inc.5,311$246K0.06%-37913F-HRTimeline
Magnolia Private Wealth, LLC5,281$244K0.19%-8613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,251$243K<0.01%013F-HRTimelineGroup
Opal Wealth Advisors, LLC5,221$241K0.07%-1,00613F-HRTimeline
Fermata Advisors, LLC5,214$241K0.06%-68213F-HRTimeline