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Disclosery

IUSB ISHARES TR

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SHS (fund)

835 managers (845 13F filers) reported a position in IUSB shares at 2025-12-31, 720,149,841 shares in all. 78 filers opened a position and 46 filers sold out during the quarter.

Managers
835
13F filers
845
New
78
Added
372
Reduced
246
Sold out
46
Shares held by filers
720,149,841

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
RDA Financial Network30,645$1.43M0.34%+15613F-HRTimeline
WBH ADVISORY INC30,435$1.42M0.1%-21213F-HRTimeline
Foster Group, Inc.30,190$1.41M0.04%-52613F-HRTimeline
Farrell Financial LLC29,995$1.4M0.82%+1,91713F-HRTimeline
Aprio Wealth Management, LLC29,496$1.37M0.08%-5,76213F-HRTimeline
Kelly Financial Services LLC29,464$1.37M0.34%-10113F-HRTimeline
Latitude Advisors, LLC29,108$1.35M0.6%+2,66513F-HRTimeline
Hobbs Wealth Management, LLC29,032$1.35M1.32%+2,93813F-HRTimeline
Investor's Fiduciary Advisor Network, L…28,801$1.34M0.29%+62713F-HRTimeline
LongView Wealth Management28,591$1.33M0.32%+18,82113F-HRTimeline
BLALOCK WILLIAMS, LLC28,626$1.33M1.07%+3,84813F-HRTimeline
Beacon Financial Advisory LLC28,620$1.33M0.31%+48513F-HRTimeline
OLD MISSION CAPITAL LLC28,559$1.33M0.05%new13F-HRTimeline
Vested Financial Planning, LLC27,521$1.28M0.99%+8,18513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…27,345$1.27M0.02%-1,49013F-HRTimelineGroup
Blue Capital, Inc.27,317$1.27M0.91%-7,60513F-HRTimeline
MSH Capital Advisors LLC27,242$1.27M0.27%+1,36713F-HRTimeline
Cresset Asset Management, LLC27,053$1.26M0.01%+15,25213F-HRTimeline
Town Capital LLC27,003$1.26M1.03%13F-HRTimeline
OMNI 360 Wealth, Inc.26,608$1.24M0.64%-7,67213F-HRTimeline
Fiscal Wisdom Wealth Management, LLC26,429$1.23M1.16%+5,60213F-HRTimeline
Keenan, LLC25,968$1.21M1.06%13F-HR/ATimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC25,545$1.19M0.08%-1,09713F-HRTimeline
ETF Portfolio Partners, Inc.25,493$1.19M0.31%+1413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…25,474$1.19M0.04%-2,15413F-HRTimelineGroup
Moors & Cabot, Inc.25,322$1.18M0.05%+72113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC24,887$1.16M0.01%+1,84513F-HRTimelineGroup
Patton Albertson Miller Group, LLC24,769$1.15M0.14%-41413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC24,642$1.15M0.21%+1,34513F-HRTimeline
Quartz Partners, LLC24,550$1.14M0.43%+61513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC24,329$1.13M0.05%-5,71113F-HRTimeline
Waterloo Capital, L.P.24,066$1.12M0.08%new13F-HRTimeline
MN Wealth Advisors, LLC23,864$1.11M0.56%-10613F-HRTimeline
Hershey Financial Advisers, LLC23,742$1.1M0.93%+1,12213F-HRTimeline
WealthPlan Investment Management, LLC23,642$1.1M0.07%-1,46013F-HRTimeline
WEDBUSH SECURITIES INC23,639$1.1M0.03%+6213F-HRTimeline
Hutchens & Kramer Investment Management…23,508$1.09M0.38%-1,95213F-HRTimeline
Valmark Advisers, Inc.23,475$1.09M0.01%+10,39713F-HRTimeline
Petros Family Wealth, LLC23,351$1.09M0.72%new13F-HRTimeline
RCW Management, LLC23,295$1.08M1.1%13F-HRTimeline
KERR FINANCIAL PLANNING Corp23,002$1.07M1.45%-25013F-HR/ATimeline
Catalina Capital Group, LLC22,895$1.07M0.65%-1,10513F-HRTimeline
LiftPoint Family Wealth Advisors LLC22,817$1.06M0.91%13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC22,803$1.06M0.12%+17113F-HRTimeline
FWG Investments, LLC.22,706$1.06M0.67%+3,19613F-HRTimeline
Windward Private Wealth Management Inc.22,680$1.06M0.37%-3,17913F-HRTimeline
Asempa Wealth Advisors22,609$1.05M0.91%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.22,514$1.05M0.37%+83313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.22,410$1.04M0.34%+1,97413F-HRTimeline
Keystone Wealth Services, LLC22,382$1.04M0.22%+2,49913F-HRTimeline
Heritage Family Offices, LLP21,947$1.02M0.46%-25513F-HRTimeline
Brookwood Investment Group LLC21,913$1.02M0.12%+2,16413F-HRTimeline
NWAM LLC21,741$1.02M0.06%-9,45813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC21,399$996K<0.01%-189,05913F-HRTimelineGroup
Meridian Wealth Partners, LLC21,390$995K0.14%-4,22013F-HRTimeline
Sowell Financial Services LLC21,086$981K0.04%-1013F-HRTimeline
Payne Capital LLC21,054$980K1%+14813F-HRTimeline
Detalus Advisors, LLC20,973$976K0.24%+11213F-HRTimeline
EQ LLC20,883$972K0.28%+52813F-HRTimeline
Stirlingshire Investments, Inc.20,799$969K0.86%13F-HRTimeline
Targeted Financial Services LLC20,775$967K0.83%13F-HRTimeline
Caliber Wealth Management, LLC / KS20,759$966K0.1%-43613F-HRTimeline
Twelve Points Wealth Management LLC20,685$965K0.22%+11,92213F-HRTimeline
WealthTrak Capital Management LLC20,329$946K0.68%+1,23913F-HRTimeline
TSFG, LLC19,940$928K0.14%-99613F-HRTimeline
ACORN CREEK CAPITAL LLC19,744$919K0.33%+9,11213F-HRTimeline
WEALTHGARDEN F.S. LLC19,575$915K0.6%+2,67413F-HRTimeline
Belpointe Asset Management LLC19,555$910K0.03%+2,35413F-HRTimeline
Fortis Capital Advisors, LLC19,555$910K0.13%+2,35413F-HRTimeline
Wealth Group Ltd19,534$909K0.2%-5,93213F-HRTimeline
Lifeworks Advisors, LLC19,490$907K0.12%-49513F-HRTimeline
Elevation Wealth Management LLC19,266$897K0.86%13F-HRTimeline
MCF Advisors LLC19,115$890K0.05%new13F-HRTimeline
Insight Wealth Partners, LLC18,706$871K0.36%+1,33113F-HRTimeline
Essential Planning, LLC.18,663$869K0.28%-1,72113F-HRTimeline
Accurate Wealth Management, LLC18,415$859K0.11%-1,41313F-HRTimeline
KELLY FINANCIAL GROUP LLC18,443$858K0.22%-1,02813F-HRTimeline
Perennial Investment Advisors, LLC18,265$850K0.07%-1,05413F-HRTimeline
GWN SECURITIES INC.18,221$848K0.17%-84513F-HRTimeline
Silverleafe Capital Partners, LLC18,185$846K0.25%-15,89313F-HRTimeline
Sovereign Investment Advisors, LLC18,067$841K0.21%new13F-HRTimeline
NORTHLAND SECURITIES, INC.17,344$807K0.77%13F-HRTimeline
Parkway Wealth Management Group, LLC17,319$806K0.11%13F-HRTimeline
Vantus Wealth LLC17,131$797K0.59%13F-HRTimeline
HUB Investment Partners, LLC17,076$795K0.02%-19013F-HRTimeline
FLOW TRADERS U.S. LLC16,943$789K0.03%new13F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.16,897$786K0.06%+913F-HRTimelineGroup
APPLETON PARTNERS INC/MA16,680$776K0.05%-2,94013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC16,176$753K0.03%-1,33813F-HRTimelineGroup
HILL ISLAND FINANCIAL LLC16,171$753K0.18%-2,69513F-HRTimeline
Scarborough Advisors, LLC15,906$740K0.12%+2,84413F-HRTimeline
Lansing Street Advisors15,784$735K0.19%-53613F-HRTimeline
Oregon Pacific Wealth Management, LLC15,563$724K0.75%+2,58813F-HRTimeline
Avantra Family Wealth, Inc.15,561$724K0.53%-18113F-HRTimeline
Prosperity Consulting Group, LLC15,496$721K0.03%+6,48213F-HRTimeline
NOVUS ADVISORS, LLC15,483$721K1.61%-32713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.15,473$720K0.04%-2,37613F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,311$713K0.01%-11,90313F-HRTimelineGroup
DAVIDSON TRUST CO15,071$701K0.29%new13F-HRTimeline
Headlands Technologies LLC15,050$700K0.06%new13F-HRTimeline
Vantage Financial Partners, LLC15,048$700K0.14%-5013F-HRTimeline
GatePass Capital, LLC14,928$695K0.36%-23,02313F-HRTimeline
Opal Wealth Advisors, LLC14,903$694K0.18%+9,93113F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC14,647$682K0.11%+93613F-HRTimeline
UPTICK PARTNERS, LLC14,561$678K0.14%+9,62913F-HRTimeline
Gotham Asset Management, LLC14,501$675K<0.01%+1,61313F-HRTimeline
MATHER GROUP, LLC.14,481$674K0.01%+2,44713F-HRTimeline
AdvisorNet Financial, Inc14,432$672K0.04%+1,47913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC14,354$668K0.06%+6,24913F-HRTimelineGroup
Golden State Wealth Management, LLC14,279$665K0.07%+64413F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC14,077$662K0.65%13F-HRTimeline
Raleigh Capital Management Inc.14,196$661K0.24%-34713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…14,178$660K0.08%+3113F-HRTimeline
ASPIRIANT, LLC14,020$652K0.02%-14913F-HRTimeline
Dynamic Advisor Solutions LLC13,849$645K0.02%-1,40313F-HRTimeline
Edge Financial Advisors LLC13,810$643K0.27%013F-HRTimeline
Valpey Financial Services, LLC13,795$642K0.41%+14213F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC13,646$635K0.03%-20813F-HRTimeline
Tarbox Family Office, Inc.13,617$634K0.1%-3,09613F-HRTimeline
CFO4Life Group, LLC13,587$632K0.09%-43113F-HRTimeline
17 CAPITAL PARTNERS, LLC13,558$631K0.33%+5,07713F-HRTimeline
LifeGoal Investments, LLC13,334$618K0.41%+2,15013F-HRTimeline
FLP Wealth Management, LLC13,200$614K1.45%+4,10613F-HR/ATimeline
CAHABA WEALTH MANAGEMENT, INC.13,027$606K0.04%+79613F-HRTimeline
Ethos Capital Management, Inc.13,024$606K0.57%13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,989$605K0.01%013F-HRTimeline
Pinnacle Family Advisors, LLC12,889$600K0.26%-1,91713F-HRTimeline
Semus Wealth Partners LLC12,859$598K0.32%-2,19313F-HRTimeline
Capital Management Associates, Inc12,495$582K0.13%new13F-HRTimeline
Roger Wittlin Investment Advisory, LLC12,448$579K0.41%+17213F-HRTimeline
Precision Wealth Strategies, LLC12,406$577K0.19%+4,64413F-HRTimeline
Cadia Private Client LLC12,322$573K0.46%13F-HRTimeline
TrueWealth Advisors, LLC12,314$573K0.15%+1,53413F-HRTimeline
IHT Wealth Management, LLC12,276$571K0.01%+1,81213F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.11,845$551K1.06%+1,06413F-HRTimeline
DAVIDSON INVESTMENT ADVISORS11,832$551K0.02%+15413F-HRTimeline
Empirical Asset Management, LLC11,761$547K0.15%-83013F-HRTimeline
PFG Investments, LLC11,758$547K0.03%new13F-HRTimeline
LANE BROTHERS & CO INC11,734$546K0.4%13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC11,710$545K0.18%+1,60513F-HRTimelineGroup
Aegis Wealth Management, Inc.11,676$543K0.43%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,633$541K<0.01%-29613F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …11,583$539K<0.01%13F-HR/ATimelineGroup
Fulcrum Equity Management11,581$539K0.52%+50513F-HRTimeline
GC Wealth Management RIA, LLC11,354$528K0.02%+3413F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA11,093$516K<0.01%+3,06213F-HRTimelineGroup
Robertson Stephens Wealth Management, L…11,007$512K0.01%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,939$509K0.01%new13F-HRTimelineGroup
Rehmann Capital Advisory Group10,921$508K0.03%-1513F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC10,893$507K0.06%013F-HRTimeline
TFB Advisors LLC10,887$507K0.14%-79613F-HRTimeline
Coordinated Financial Services, Inc.10,845$505K0.29%+40613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC10,828$504K0.03%-3,13613F-HRTimeline
Van Diest Capital, LLC10,635$495K0.74%13F-HRTimeline
Prospera Financial Services Inc10,497$489K0.01%-1,29013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co10,460$487K0.01%-7,58413F-HRTimelineGroup
Western Financial Corp/CA10,457$487K0.19%-1,12713F-HRTimeline
Kingdom Financial Group LLC.10,391$484K0.15%new13F-HRTimeline
AMERIFLEX GROUP, INC.10,264$478K0.25%+5,02213F-HRTimeline
SFMG, LLC10,175$474K0.03%+1,00613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC10,151$472K0.01%-21713F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding10,145$472K-14,557Timeline
StoneX Group Inc.in group StoneX Group Inc.10,116$471K0.02%-4,22313F-HRTimelineGroup
Ridgeline Wealth, LLC10,014$466K0.32%013F-HRTimeline
Baltimore-Washington Financial Advisors…9,962$464K0.02%new13F-HRTimeline
Spinnaker Investment Group, LLC9,923$462K0.08%-17913F-HRTimeline
Freedom Investment Management, Inc.9,719$452K0.13%-79313F-HRTimeline
PKS Advisory Services, LLC9,698$451K0.1%+1,14413F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.9,401$438K0.36%+6,56413F-HRTimeline
CONNABLE OFFICE INC9,375$436K0.04%new13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,288$432K0.01%-51613F-HRTimeline
TUDOR INVESTMENT CORP ET AL9,256$431K<0.01%+3,98513F-HRTimeline
A4 Wealth Advisors LLC9,215$429K0.37%+1,40713F-HRTimeline
Cogent Private Wealth, Inc.9,147$426K0.32%13F-HRTimeline
New Republic Capital, LLC9,085$423K0.11%+97813F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC9,005$419K0.12%-10,38713F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO8,948$416K<0.01%new13F-HRTimelineGroup
Gladstone Institutional Advisory LLC8,886$414K0.02%-4,65213F-HRTimeline
Alta Wealth Advisors LLC8,745$407K0.14%new13F-HRTimeline
SPINNAKER TRUST8,593$400K0.02%-78913F-HRTimeline
Genesis Wealth Advisors, LLC8,533$397K0.27%+213F-HRTimeline
Asset One Wealth Management LLC8,540$397K0.05%13F-HRTimeline
Family Capital Trust Co8,502$396K0.13%013F-HRTimeline
TRUE Private Wealth Advisors8,452$393K0.04%+8213F-HRTimeline
Midwest Trust Co8,432$392K<0.01%+23613F-HRTimeline
CENTAURUS FINANCIAL, INC.8,361$389K0.02%-2,67113F-HRTimeline
Shepherd Street Advisors LLC8,348$389K0.37%13F-HRTimeline
HOWE & RUSLING INC8,329$388K0.03%+21513F-HRTimeline
Financial Partners Group, Inc8,239$384K0.04%+88713F-HRTimeline
Madison Wealth Partners, Inc8,006$373K0.07%+3,48213F-HRTimeline
TCP Asset Management, LLC7,818$364K0.06%013F-HRTimeline
Kathmere Capital Management, LLC7,775$362K0.02%+11013F-HRTimeline
SC&H Financial Advisors, Inc.7,727$360K0.06%+3113F-HRTimeline
CHOREO, LLC7,669$358K<0.01%-4,15013F-HRTimeline
CBM Financial, LLC7,601$357K0.24%13F-HRTimeline
Koshinski Asset Management, Inc.7,663$357K0.02%-79513F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…7,613$354K0.05%-8,79113F-HRTimeline
Meridian Wealth Management, LLC7,600$354K0.01%-98213F-HRTimeline
Bridgewealth Advisory Group, LLC7,575$353K0.08%-65413F-HRTimeline
Midwest Heritage Bank, FSB7,533$351K0.12%-2,03513F-HRTimeline