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Disclosery

IUSB ISHARES TR

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SHS (fund)

840 managers (849 13F filers) reported a position in IUSB shares at 2026-03-31, 769,594,595 shares in all. 70 filers opened a position and 59 filers sold out during the quarter.

Managers
840
13F filers
849
New
70
Added
463
Reduced
216
Sold out
59
Shares held by filers
769,594,595

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
COLDSTREAM CAPITAL MANAGEMENT INC32,673$1.51M0.02%-70213F-HRTimeline
Quotient Wealth Partners, LLC32,422$1.5M0.04%-1,37413F-HRTimeline
Argent Advisors, Inc.32,087$1.48M0.4%-1,75213F-HRTimeline
Old North State Trust, LLC32,015$1.48M0.88%-12,50713F-HRTimeline
Aptus Capital Advisors, LLC31,831$1.47M0.01%-59,35913F-HRTimeline
KEYVANTAGE WEALTH, LLC31,511$1.46M0.64%-4,86813F-HRTimeline
FWG Investments, LLC.31,384$1.45M0.92%+8,67813F-HRTimeline
Linscomb Wealth, Inc.31,163$1.44M0.06%-4913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC31,102$1.44M0.05%-1,03513F-HRTimeline
BridgePort Financial Solutions, LLC30,930$1.43M0.4%-40013F-HRTimeline
Cyndeo Wealth Partners, LLC30,884$1.43M0.08%new13F-HRTimeline
Latitude Advisors, LLC30,417$1.4M0.64%+1,30913F-HRTimeline
Foster Group, Inc.30,137$1.39M0.04%-5313F-HRTimeline
MATHER GROUP, LLC.30,131$1.39M0.01%+15,65013F-HRTimeline
WBH ADVISORY INC29,929$1.38M0.1%-50613F-HRTimeline
Beacon Financial Advisory LLC29,801$1.38M0.31%+1,18113F-HRTimeline
Hershey Financial Advisers, LLC29,677$1.37M1.18%+5,93513F-HRTimeline
Klaas Financial Asset Advisors, LLC29,562$1.37M0.19%-1,20813F-HRTimeline
TWO SIGMA SECURITIES, LLC29,539$1.36M0.16%-79,58313F-HRTimeline
LongView Wealth Management29,271$1.36M0.34%+68013F-HRTimeline
Kelly Financial Services LLC29,230$1.35M0.33%-23413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\29,073$1.34M<0.01%-1,473,82713F-HRTimelineGroup
Farrell Financial LLC28,572$1.32M0.79%-1,42313F-HRTimeline
MSH Capital Advisors LLC27,938$1.29M0.27%+69613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC27,923$1.29M0.06%+3,59413F-HRTimeline
RCS Financial Planning, LLC27,868$1.29M0.67%-96,29713F-HRTimeline
OMNI 360 Wealth, Inc.27,233$1.26M0.65%+62513F-HRTimeline
NWAM LLC26,696$1.23M0.07%+4,95513F-HRTimeline
Aprio Wealth Management, LLC26,503$1.22M0.07%-2,99313F-HRTimeline
Investor's Fiduciary Advisor Network, L…26,435$1.22M0.37%-2,36613F-HRTimeline
Blue Capital, Inc.26,087$1.2M0.79%-1,23013F-HRTimeline
Keystone Wealth Services, LLC25,844$1.19M0.26%+3,46213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…25,825$1.19M0.04%+35113F-HR/ATimelineGroup
ETF Portfolio Partners, Inc.25,750$1.19M0.31%+25713F-HRTimeline
KERR FINANCIAL PLANNING Corp25,552$1.18M0.83%+2,55013F-HR/ATimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC25,493$1.18M0.01%+60613F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC25,292$1.17M0.21%+65013F-HRTimeline
Golden State Wealth Management, LLC24,981$1.15M0.13%+10,70213F-HRTimeline
Moors & Cabot, Inc.24,900$1.15M0.05%-42213F-HRTimeline
17 CAPITAL PARTNERS, LLC24,854$1.15M0.59%+11,29613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC24,631$1.14M0.08%-91413F-HRTimeline
Patton Albertson Miller Group, LLC24,554$1.13M0.13%-21513F-HRTimeline
Valmark Advisers, Inc.24,421$1.13M0.01%+94613F-HRTimeline
Joule Financial, LLC24,260$1.12M0.33%new13F-HRTimeline
RCW Management, LLC24,213$1.12M1.15%+91813F-HRTimeline
WEDBUSH SECURITIES INC24,178$1.12M0.03%+53913F-HRTimeline
Catalina Capital Group, LLC24,130$1.11M0.68%+1,23513F-HRTimeline
Asempa Wealth Advisors24,176$1.11M0.97%+1,56713F-HRTimeline
Hutchens & Kramer Investment Management…23,974$1.11M0.35%+46613F-HRTimeline
Heritage Family Offices, LLP23,886$1.1M0.49%+1,93913F-HRTimeline
Northstar Financial Companies, Inc.23,884$1.1M0.88%+18,34913F-HRTimeline
LiftPoint Family Wealth Advisors LLC23,566$1.09M0.9%+74913F-HRTimeline
WEALTHGARDEN F.S. LLC23,477$1.08M0.74%+3,90213F-HRTimeline
Detalus Advisors, LLC23,474$1.08M0.25%+2,50113F-HRTimeline
MN Wealth Advisors, LLC23,411$1.08M0.53%-45313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.23,081$1.07M0.36%+56713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.22,910$1.06M0.66%+50013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC22,827$1.05M0.11%+2413F-HRTimeline
LexAurum Advisors, LLC22,501$1.04M0.13%13F-HRTimeline
Sovereign Investment Advisors, LLC22,236$1.03M0.22%+4,16913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC22,092$1.02M0.2%new13F-HRTimeline
Windward Private Wealth Management Inc.22,071$1.02M0.35%-60913F-HRTimeline
Balefire, LLC21,995$1.02M0.19%+17,13713F-HRTimeline
Alta Wealth Advisors LLC21,798$1.01M0.33%+13,05313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,392,517$1.01M0.04%+3,298,04213F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…21,705$1M0.01%-5,64013F-HRTimelineGroup
GWN SECURITIES INC.21,506$993K0.19%+3,28513F-HRTimeline
Petros Family Wealth, LLC21,282$983K0.7%-2,06913F-HRTimeline
IHT Wealth Management, LLC21,276$983K0.02%+9,00013F-HRTimeline
EQ LLC21,256$982K0.28%+37313F-HRTimeline
Parkway Wealth Management Group, LLC21,138$979K0.12%+3,81913F-HRTimeline
WealthTrak Capital Management LLC21,142$977K0.7%+81313F-HRTimeline
Meridian Wealth Partners, LLC21,057$973K0.13%-33313F-HRTimeline
Payne Capital LLC21,054$972K0.89%013F-HRTimeline
NORTHLAND SECURITIES, INC.21,052$972K0.93%+3,70813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP20,886$965K<0.01%+14,66313F-HRTimelineGroup
WealthPlan Investment Management, LLC20,666$955K0.05%-2,97613F-HRTimeline
Twelve Points Wealth Management LLC20,578$950K0.21%-10713F-HRTimeline
Stirlingshire Investments, Inc.20,437$945K0.83%-36213F-HRTimeline
SageView Advisory Group, LLC20,223$934K0.03%-103,26413F-HRTimeline
Insight Wealth Partners, LLC20,212$934K0.38%+1,50613F-HRTimeline
Lifeworks Advisors, LLC20,211$934K0.12%+72113F-HRTimeline
Quartz Partners, LLC20,108$929K0.36%-4,44213F-HRTimeline
KELLY FINANCIAL GROUP LLC19,900$919K0.23%+1,45713F-HRTimeline
Bleakley Financial Group, LLC19,885$918K0.01%new13F-HRTimeline
TSFG, LLC19,876$918K0.14%-6413F-HRTimeline
ACORN CREEK CAPITAL LLC19,818$915K0.33%+7413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.19,393$896K0.06%+19,34613F-HRTimelineGroup
Elevation Wealth Management LLC19,363$894K0.82%+9713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,202$887K0.01%+3,89113F-HRTimelineGroup
Cresset Asset Management, LLC19,160$885K<0.01%-7,89313F-HRTimeline
Accurate Wealth Management, LLC18,854$872K0.1%+43913F-HRTimeline
Aviance Capital Partners, LLC18,876$872K0.1%new13F-HRTimeline
Caliber Wealth Management, LLC / KS18,795$868K0.09%-1,96413F-HRTimeline
Sowell Financial Services LLC18,788$868K0.03%-2,29813F-HRTimeline
Wealth Group Ltd18,756$866K0.2%-77813F-HRTimeline
Perennial Investment Advisors, LLC18,667$862K0.07%+40213F-HRTimeline
Essential Planning, LLC.18,663$862K0.27%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.18,345$847K0.06%+1,44813F-HRTimelineGroup
Silverleafe Capital Partners, LLC18,304$845K0.25%+11913F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.17,798$822K1.48%+5,95313F-HRTimeline
Oxinas Partners, LLC17,543$810K0.37%+10,64713F-HRTimeline
Oregon Pacific Wealth Management, LLC17,430$805K0.84%+1,86713F-HRTimeline
ASPIRIANT, LLC16,839$778K0.02%+2,81913F-HRTimeline
APPLETON PARTNERS INC/MA16,690$771K0.05%+1013F-HRTimeline
Lansing Street Advisors16,686$771K0.19%+90213F-HRTimeline
HILL ISLAND FINANCIAL LLC16,448$760K0.18%+27713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,337$755K0.01%+5,39813F-HRTimelineGroup
Prosperity Consulting Group, LLC16,296$753K0.03%+80013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC16,251$751K0.03%+7513F-HRTimelineGroup
MCF Advisors LLC16,115$744K0.03%-3,00013F-HRTimeline
Belpointe Asset Management LLC15,890$734K0.03%-3,66513F-HRTimeline
Fortis Capital Advisors, LLC15,890$734K0.1%-3,66513F-HRTimeline
Keenan, LLC15,763$728K0.61%-10,20513F-HRTimeline
NOVUS ADVISORS, LLC15,618$721K1.61%+13513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…15,504$716K0.09%+1,32613F-HRTimeline
GC Wealth Management RIA, LLC15,468$714K0.03%+4,11413F-HRTimeline
Gotham Asset Management, LLC15,309$707K<0.01%+80813F-HRTimeline
Raleigh Capital Management Inc.15,309$707K0.24%+1,11313F-HRTimeline
PFG Investments, LLC15,122$698K0.03%+3,36413F-HRTimeline
HUB Investment Partners, LLC15,095$697K0.02%-1,98113F-HRTimeline
Avantra Family Wealth, Inc.15,091$697K0.52%-47013F-HRTimeline
DAVIDSON TRUST CO15,071$696K0.3%013F-HRTimeline
AdvisorNet Financial, Inc14,378$664K0.03%-5413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC14,241$658K0.03%+59513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,222$656K0.05%+6,79813F-HRTimeline
FLP Wealth Management, LLC13,998$647K1.33%+79813F-HR/ATimeline
Pinnacle Family Advisors, LLC13,699$633K0.3%+81013F-HRTimeline
Tarbox Family Office, Inc.13,523$625K0.1%-9413F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC13,437$621K0.1%-1,21013F-HRTimeline
CFO4Life Group, LLC13,418$620K0.09%-16913F-HRTimeline
Robertson Stephens Wealth Management, L…13,407$619K0.02%+2,40013F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC13,265$615K0.58%-81213F-HRTimeline
Scarborough Advisors, LLC13,189$609K0.07%-2,71713F-HRTimeline
Beacon Pointe Advisors, LLC13,123$606K<0.01%+6,21413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.13,096$605K0.04%+6913F-HRTimeline
Glenview Trust Co13,013$601K0.01%new13F-HRTimeline
GatePass Capital, LLC13,007$601K0.29%-1,92113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC12,989$600K0.01%013F-HRTimeline
Semus Wealth Partners LLC12,863$594K0.33%+413F-HRTimeline
Dynamic Advisor Solutions LLC12,786$591K0.02%-1,06313F-HRTimeline
Valpey Financial Services, LLC12,702$587K0.38%-1,09313F-HRTimeline
Capital Advisor Network LLC12,692$586K0.82%13F-HR/ATimeline
Roger Wittlin Investment Advisory, LLC12,534$579K0.47%+8613F-HRTimeline
Empirical Asset Management, LLC12,533$579K0.15%+77213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,331$570K<0.01%-102,78813F-HRTimelineGroup
Cadia Private Client LLC12,322$569K0.46%013F-HRTimeline
Aegis Wealth Management, Inc.12,293$568K0.45%+61713F-HRTimeline
DAVIDSON INVESTMENT ADVISORS12,003$554K0.02%+17113F-HR/ATimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …11,847$548K<0.01%+26413F-HRTimelineGroup
Precision Wealth Strategies, LLC11,830$546K0.18%-57613F-HRTimeline
TrueWealth Advisors, LLC11,795$545K0.14%-51913F-HRTimeline
Fulcrum Equity Management11,735$542K0.53%+15413F-HRTimeline
LANE BROTHERS & CO INC11,677$539K0.39%-5713F-HRTimeline
AMERIFLEX GROUP, INC.11,567$534K0.27%+1,30313F-HRTimeline
LifeGoal Investments, LLC11,591$534K0.31%-1,74313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC11,564$534K0.19%-14613F-HR/ATimelineGroup
PKS Advisory Services, LLC11,562$534K0.12%+1,86413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,358$525K<0.01%-27513F-HRTimelineGroup
PUREfi Wealth, LLC11,110$513K0.34%+4,33613F-HRTimeline
Shepherd Street Advisors LLC11,069$511K0.5%+2,72113F-HRTimeline
Coordinated Financial Services, Inc.11,039$510K0.29%+19413F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC10,893$503K0.06%013F-HRTimeline
Rehmann Capital Advisory Group10,882$503K0.03%-3913F-HRTimeline
Emergent Wealth Advisors, LLC10,735$496K0.29%-39,80113F-HRTimeline
Brand Asset Management Group, Inc.10,636$491K0.13%+3,10413F-HRTimeline
Midwest Trust Co10,609$490K0.01%+2,17713F-HRTimeline
SFMG, LLC10,454$483K0.03%+27913F-HRTimeline
Western Financial Corp/CA10,397$480K0.19%-6013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co10,317$477K0.01%-14313F-HRTimelineGroup
Ethos Capital Management, Inc.10,175$470K0.4%-2,84913F-HRTimeline
UPTICK PARTNERS, LLC10,162$469K0.09%-4,39913F-HRTimeline
Ridgeline Wealth, LLC10,010$462K0.33%-413F-HRTimeline
Lloyd Advisory Services, LLC.9,989$461K0.13%+7,45913F-HRTimeline
Kingdom Financial Group LLC.9,989$461K0.13%-40213F-HRTimeline
Sanchez Gaunt Capital Management, LLC9,609$444K0.28%13F-HRTimeline
Interchange Capital Partners, LLC9,509$438K0.14%+3,31313F-HRTimeline
Cogent Private Wealth, Inc.9,416$435K0.31%+26913F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.9,358$432K0.32%-4313F-HRTimeline
New Republic Capital, LLC9,285$429K0.14%+20013F-HRTimeline
A4 Wealth Advisors LLC9,225$426K0.35%+1013F-HRTimeline
Gladstone Institutional Advisory LLC9,012$416K0.02%+12613F-HRTimeline
WELLINGTON-ALTUS USA INC.8,920$412K0.24%new13F-HRTimeline
Strategic Financial Services, Inc.8,812$407K0.02%new13F-HRTimeline
Genesis Wealth Advisors, LLC8,700$402K0.27%+16713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC8,675$401K0.01%-1,47613F-HRTimeline
SPINNAKER TRUST8,593$397K0.02%013F-HRTimeline
Keystone Financial Group8,575$396K0.03%+1,23513F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC8,565$396K0.14%new13F-HRTimeline
TFB Advisors LLC8,539$394K0.21%-2,34813F-HRTimeline
Family Capital Trust Co8,502$393K0.14%013F-HR/ATimeline
JOURNEY STRATEGIC WEALTH LLC8,448$390K0.01%-84013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC8,395$388K<0.01%new13F-HRTimeline
Financial Partners Group, Inc8,370$387K0.05%+13113F-HRTimeline
SeaCrest Wealth Management, LLC8,329$385K0.04%+3,55113F-HRTimeline
CBM Financial, LLC8,241$383K0.24%+64013F-HRTimeline
Talisman Wealth Advisors LLC7,908$383K0.31%+2,79313F-HRTimeline
TCP Asset Management, LLC8,185$378K0.05%+36713F-HRTimeline
CENTAURUS FINANCIAL, INC.8,148$376K0.02%-21313F-HRTimeline
HOWE & RUSLING INC8,029$371K0.02%-30013F-HRTimeline