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Disclosery

IUSB ISHARES TR

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SHS (fund)

747 managers (755 13F filers) reported a position in IUSB shares at 2025-09-30, 682,574,453 shares in all. 67 filers opened a position and 57 filers sold out during the quarter.

Managers
747
13F filers
755
New
67
Added
263
Reduced
344
Sold out
57
Shares held by filers
682,574,453

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
WEDBUSH SECURITIES INC23,577$1.1M0.04%+7,22413F-HRTimeline
LPWM LLC23,430$1.09M0.29%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC23,297$1.09M0.2%+1,62913F-HRTimeline
KERR FINANCIAL PLANNING Corp23,252$1.08M1.53%13F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC23,042$1.08M0.01%+2,15413F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC22,632$1.06M0.12%-15113F-HRTimeline
Hershey Financial Advisers, LLC22,620$1.06M0.91%+3,26813F-HRTimeline
Frisch Financial Group, Inc.22,518$1.05M0.24%new13F-HRTimeline
Heritage Family Offices, LLP22,202$1.04M0.48%-36613F-HRTimeline
Certus Wealth Management, LLC21,857$1.02M0.61%-3,87913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.21,681$1.01M0.37%+97013F-HRTimeline
Caliber Wealth Management, LLC / KS21,195$990K0.11%-1,06313F-HRTimeline
Sowell Financial Services LLC21,096$985K0.04%+55313F-HRTimeline
Fiscal Wisdom Wealth Management, LLC20,827$981K0.93%13F-HRTimeline
TSFG, LLC20,936$978K0.16%-16313F-HRTimeline
Payne Capital LLC20,906$977K0.99%13F-HRTimeline
Detalus Advisors, LLC20,861$974K0.25%+28513F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…20,510$958K0.04%-3,357,23913F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.20,436$955K0.59%+1,15013F-HRTimeline
Essential Planning, LLC.20,384$952K0.33%013F-HRTimeline
EQ LLC20,355$951K0.32%-2,98313F-HRTimeline
Lifeworks Advisors, LLC19,985$933K0.13%-3,39813F-HRTimeline
Accurate Wealth Management, LLC19,828$930K0.12%+8,35213F-HRTimeline
Keystone Wealth Services, LLC19,883$929K0.2%-66,69913F-HRTimeline
Brookwood Investment Group LLC19,749$922K0.12%+1,52913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…19,706$920K0.02%-2,59513F-HRTimelineGroup
APPLETON PARTNERS INC/MA19,620$916K0.06%-4,70013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV19,528$912K0.06%+2,98713F-HRTimeline
FWG Investments, LLC.19,510$911K0.63%+56713F-HRTimeline
KELLY FINANCIAL GROUP LLC19,471$909K0.24%+2413F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC19,392$906K0.28%-4,31513F-HRTimeline
Vested Financial Planning, LLC19,336$903K0.73%+2,05813F-HRTimeline
Perennial Investment Advisors, LLC19,319$902K0.07%-5,56113F-HRTimeline
Accredited Wealth Management, LLC9,040$893K0.67%-10,07513F-HRTimeline
GWN SECURITIES INC.19,066$892K0.21%+3,02813F-HRTimeline
WealthTrak Capital Management LLC19,090$892K0.73%-2,93013F-HRTimeline
BCS Wealth Management18,922$884K0.2%-2,71213F-HRTimeline
HILL ISLAND FINANCIAL LLC18,866$881K0.22%-91613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…18,440$861K0.07%new13F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co18,044$843K0.01%+14313F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.17,849$834K0.04%-84513F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC17,514$818K0.03%-4,14013F-HRTimelineGroup
Insight Wealth Partners, LLC17,375$812K0.36%+4,77213F-HRTimeline
HUB Investment Partners, LLC17,266$807K0.03%-1,10513F-HRTimeline
Belpointe Asset Management LLC17,201$803K0.03%new13F-HRTimeline
Fortis Capital Advisors, LLC17,201$803K0.13%new13F-HRTimeline
WEALTHGARDEN F.S. LLC16,901$796K0.57%+88813F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.16,888$789K0.05%-1,17813F-HRTimelineGroup
Tarbox Family Office, Inc.16,713$781K0.11%-2,36013F-HRTimeline
Burt Wealth Advisors16,450$768K0.19%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…16,404$766K0.11%-1,40813F-HRTimeline
Lansing Street Advisors16,320$762K0.2%-77,08513F-HRTimeline
Wells Financial Advisors INC15,900$743K0.99%-65013F-HRTimeline
NOVUS ADVISORS, LLC15,810$738K1.7%-2,11713F-HRTimeline
Avantra Family Wealth, Inc.15,742$735K0.55%-26,68213F-HRTimeline
Dynamic Advisor Solutions LLC15,252$712K0.02%+1,01913F-HRTimeline
Vantage Financial Partners, LLC15,098$705K0.15%-1,79413F-HRTimeline
Semus Wealth Partners LLC15,052$703K0.4%-3,02913F-HRTimeline
Pinnacle Family Advisors, LLC14,806$692K0.3%-36013F-HRTimeline
Raleigh Capital Management Inc.14,543$679K0.26%-3,64613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.14,339$670K0.03%+3,35413F-HRTimelineGroup
ASPIRIANT, LLC14,169$662K0.02%-32213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…14,147$661K0.08%+8,22413F-HRTimeline
CFO4Life Group, LLC14,018$655K0.1%-1,07013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC13,964$652K0.04%-298,33613F-HRTimeline
Kovack Advisors, Inc.13,911$650K0.06%-813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC13,854$647K0.03%-71113F-HRTimeline
Edge Financial Advisors LLC13,810$645K0.29%-513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC13,711$640K0.11%+72313F-HRTimeline
Valpey Financial Services, LLC13,653$638K0.42%+28313F-HRTimeline
Golden State Wealth Management, LLC13,635$637K0.07%+1,75313F-HRTimeline
Gladstone Institutional Advisory LLC13,538$632K0.02%-1,98013F-HRTimeline
Acorn Wealth Advisors, LLC13,355$624K0.2%new13F-HRTimeline
Valmark Advisers, Inc.13,078$611K0.01%+16413F-HRTimeline
Scarborough Advisors, LLC13,062$610K0.11%-30913F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,989$607K0.01%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC12,975$606K0.52%+2,62713F-HRTimeline
AdvisorNet Financial, Inc12,953$605K0.03%-2,31013F-HRTimeline
Gotham Asset Management, LLC12,888$602K<0.01%013F-HRTimeline
Empirical Asset Management, LLC12,591$588K0.16%-3,13713F-HRTimeline
Stanich Group LLC12,532$585K0.36%new13F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding12,371$578KnewTimeline
Roger Wittlin Investment Advisory, LLC12,276$573K0.32%+3,46513F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.12,231$571K0.04%+10313F-HRTimeline
MATHER GROUP, LLC.12,034$562K0.01%-3,85413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,929$557K<0.01%+46713F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI11,854$554K0.03%-12,71113F-HRTimeline
CHOREO, LLC11,819$552K0.01%new13F-HRTimeline
Prospera Financial Services Inc11,787$551K0.01%+2,22913F-HRTimeline
Cresset Asset Management, LLC11,801$551K<0.01%+22713F-HR/ATimeline
TFB Advisors LLC11,683$548K0.16%-6,01813F-HRTimeline
DAVIDSON INVESTMENT ADVISORS11,678$545K0.02%013F-HRTimeline
Western Financial Corp/CA11,584$541K0.24%-21313F-HRTimeline
Triad Wealth Partners, LLC11,450$535K0.07%-2,13413F-HRTimeline
GC Wealth Management RIA, LLC11,320$529K0.02%+3,69413F-HRTimeline
LifeGoal Investments, LLC11,184$522K0.43%+51113F-HRTimeline
American Trust11,176$522K0.04%+71913F-HRTimeline
Fulcrum Equity Management11,076$517K0.52%-2,23513F-HRTimeline
CENTAURUS FINANCIAL, INC.11,032$515K0.02%+2,23913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,976$513K<0.01%-4813F-HR/ATimelineGroup
Rehmann Capital Advisory Group10,936$511K0.03%-76413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC10,893$509K0.06%new13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.10,781$504K0.63%-1,35213F-HRTimeline
TrueWealth Advisors, LLC10,780$504K0.14%-1,09913F-HRTimeline
ACORN CREEK CAPITAL LLC10,632$497K0.19%+1,62413F-HRTimeline
Spectrum Strategic Capital Management, …10,551$493K0.3%-8413F-HRTimeline
Freedom Investment Management, Inc.10,512$491K0.13%-32,82713F-HRTimeline
IHT Wealth Management, LLC10,464$489K0.01%-1,05413F-HRTimeline
Coordinated Financial Services, Inc.10,439$488K0.31%-1,39113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC10,368$484K0.01%-1,40813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC10,105$472K0.14%-6,18313F-HRTimelineGroup
Spinnaker Investment Group, LLC10,102$472K0.09%new13F-HRTimeline
RFP Financial Group LLC10,422$471K0.19%+1,48613F-HRTimeline
Fisher Asset Management, LLC10,076$471K<0.01%+4,98713F-HRTimeline
Ridgeline Wealth, LLC10,014$468K0.35%-613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,804$458K0.01%-2,50013F-HRTimeline
LongView Wealth Management9,770$456K0.12%-44313F-HRTimeline
Midwest Heritage Bank, FSB9,568$447K0.16%-43913F-HRTimeline
SYNOVUS FINANCIAL CORP9,556$447K0.01%+4,51313F-HRTimeline
SPINNAKER TRUST9,382$438K0.02%+2413F-HRTimeline
City State Bank9,286$434K0.13%-1,56613F-HRTimeline
SFMG, LLC9,169$428K0.03%+26413F-HRTimeline
FLP Wealth Management, LLC9,094$425K1.2%+1,05913F-HR/ATimeline
Prosperity Consulting Group, LLC9,014$421K0.02%new13F-HRTimeline
TCI Wealth Advisors, Inc.8,930$417K0.02%013F-HRTimeline
Twelve Points Wealth Management LLC8,763$409K0.1%-14813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC8,705$407K0.01%+81913F-HRTimeline
EVOKE WEALTH, LLC8,632$403K0.01%new13F-HRTimeline
Meridian Wealth Management, LLC8,582$401K0.02%+27613F-HRTimeline
BEACON FINANCIAL GROUP8,567$400K0.04%-28313F-HRTimeline
PKS Advisory Services, LLC8,554$400K0.08%-51613F-HRTimeline
Genesis Wealth Advisors, LLC8,531$398K0.28%+14813F-HRTimeline
Family Capital Trust Co8,502$397K0.13%013F-HRTimeline
17 CAPITAL PARTNERS, LLC8,481$396K0.22%+72613F-HRTimeline
Koshinski Asset Management, Inc.8,458$395K0.03%+79513F-HRTimeline
TRUE Private Wealth Advisors8,370$391K0.04%-1,73413F-HRTimeline
Northwest Capital Management Inc8,280$387K0.41%-22,10713F-HRTimeline
Bridgewealth Advisory Group, LLC8,229$384K0.09%-7,14913F-HRTimeline
Midwest Trust Co8,196$383K<0.01%+1,24713F-HRTimeline
HOWE & RUSLING INC8,114$379K0.03%+4013F-HRTimeline
New Republic Capital, LLC8,107$379K0.12%-1,33113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC8,105$379K0.04%+57113F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA8,031$375K<0.01%new13F-HRTimelineGroup
Tennessee Valley Asset Management Partn…7,935$371K0.05%new13F-HRTimeline
Saxony Capital Management, LLC7,881$368K0.24%-141,57213F-HRTimeline
TCP Asset Management, LLC7,818$365K0.07%013F-HRTimeline
A4 Wealth Advisors LLC7,808$365K0.31%13F-HRTimeline
Precision Wealth Strategies, LLC7,762$363K0.12%-79313F-HRTimeline
SC&H Financial Advisors, Inc.7,696$359K0.06%new13F-HRTimeline
Kathmere Capital Management, LLC7,665$358K0.03%013F-HRTimeline
Global Financial Private Client, LLC7,594$355K0.13%-1,65713F-HRTimeline
Bellwether Advisors, LLC7,531$352K0.06%013F-HRTimeline
PUREfi Wealth, LLC7,507$351K0.27%-2,17313F-HRTimeline
Financial Partners Group, Inc7,352$343K0.04%+3813F-HRTimeline
Vermillion & White Wealth Management Gr…7,330$342K0.19%013F-HRTimeline
Keystone Financial Group7,320$342K0.03%+1,09613F-HR/ATimeline
Sunbelt Securities, Inc.7,073$330K0.02%-16,49913F-HRTimeline
NOVEM GROUP6,845$320K0.04%-69313F-HRTimeline
LANARK FINANCIAL, INC.6,691$313K0.02%-1,52713F-HRTimeline
Apex Wealth Management, LLC6,674$312K0.22%+7013F-HRTimeline
ETF Store, Inc.6,666$311K0.33%+4213F-HRTimeline
Trilogy Capital Inc.6,660$311K0.01%-53513F-HRTimeline
Balboa Wealth Partners6,637$310K0.05%+1,03813F-HRTimeline
Snider Financial Group6,580$307K0.08%+23113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,671$307K0.02%013F-HRTimeline
Syntegra Private Wealth Group, LLC6,576$307K0.03%-1,96313F-HRTimeline
Oxinas Partners, LLC6,523$305K0.16%-18113F-HRTimeline
Interchange Capital Partners, LLC6,503$304K0.06%-1,65313F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC6,492$303K0.05%013F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC6,476$302K0.02%-5,97613F-HRTimeline
Greykasell Wealth Strategies, Inc.6,472$302K0.13%-15613F-HRTimeline
AMG National Trust Bank6,441$301K0.01%013F-HRTimeline
Riverbend Wealth Management, LLC6,357$297K0.21%+1,31113F-HRTimeline
Wealth Watch Advisors, INC6,326$295K0.12%new13F-HRTimeline
BAM Wealth Management, LLC6,308$295K0.23%13F-HRTimeline
Braun-Bostich & Associates Inc.6,222$291K0.18%-9,97613F-HRTimeline
Valtrion Capital Management, LLC6,132$286K0.31%-1,47113F-HR/ATimeline
HB Wealth Management, LLC6,096$285K<0.01%new13F-HRTimeline
Destiny Wealth Partners, LLC6,095$285K0.03%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…6,070$284K0.04%-30013F-HRTimeline
180 WEALTH ADVISORS, LLC5,907$276K0.03%-88413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,882$275K0.01%-3,47013F-HRTimelineGroup
Successful Portfolios LLC5,870$274K0.16%-18113F-HRTimeline
Atlas Brown,Inc.5,821$272K0.08%+513F-HRTimeline
Darden Wealth Group Inc5,801$271K0.14%-35113F-HRTimeline
Brio Consultants, LLC5,745$268K0.04%+56813F-HRTimeline
MAI Capital Management5,720$267K<0.01%-11513F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC5,699$266K0.03%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,655$264K<0.01%+40413F-HRTimelineGroup
Beacon Pointe Advisors, LLC5,618$262K<0.01%+92213F-HRTimeline
Pinnacle Bancorp, Inc.5,604$262K0.08%+413F-HRTimeline
HORAN Wealth, LLC5,591$261K0.04%new13F-HRTimeline
NewEdge Wealth, LLC5,481$255K<0.01%-53613F-HRTimeline
Arlington Financial Advisors, LLC5,313$248K0.04%-5313F-HRTimeline
Brand Asset Management Group, Inc.5,308$248K0.07%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL5,271$246K<0.01%-4,82913F-HR/ATimeline
Founders Financial Alliance, LLC5,261$246K0.05%+56913F-HRTimeline
AMERIFLEX GROUP, INC.5,242$245K0.09%-29,56813F-HRTimeline
Fermata Advisors, LLC5,214$244K0.06%013F-HRTimeline
Crewe Advisors LLC5,169$241K0.02%+98213F-HRTimeline