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Disclosery

IUSB ISHARES TR

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SHS (fund)

847 managers (858 13F filers) reported a position in IUSB shares at 2026-06-30, 902,123,143 shares in all. 71 filers opened a position and 62 filers sold out during the quarter.

Managers
847
13F filers
858
New
71
Added
496
Reduced
183
Sold out
62
Shares held by filers
902,123,143

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Dynamic Advisor Solutions LLC8,779$405K0.01%-4,00713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS8,761$404K0.04%new13F-HRTimeline
Keystone Financial Group8,605$397K0.02%+3013F-HRTimeline
SPINNAKER TRUST8,593$397K0.02%013F-HRTimeline
Trilogy Capital Inc.8,589$396K0.02%+1,44613F-HRTimeline
180 WEALTH ADVISORS, LLC8,546$394K0.04%+2,01913F-HRTimeline
Family Capital Trust Co8,502$392K0.13%013F-HR/ATimeline
Viaable, LLC8,479$391K0.32%13F-HRTimeline
Financial Partners Group, Inc8,404$388K0.04%+3413F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.8,269$382K0.22%-1,08913F-HRTimeline
CBM Financial, LLC8,171$374K0.22%-7013F-HRTimeline
TCP Asset Management, LLC8,083$373K0.04%-10213F-HRTimeline
Trinity Wealth Management, LLC8,034$371K0.12%new13F-HRTimeline
Genesis Wealth Advisors, LLC7,959$367K0.22%-74113F-HRTimeline
Kathmere Capital Management, LLC7,910$365K0.02%+8113F-HRTimeline
Keenan, LLC7,831$361K0.26%-7,93213F-HRTimeline
HB Wealth Management, LLC7,792$360K<0.01%+1,03613F-HRTimeline
SC&H Financial Advisors, Inc.7,765$358K0.05%+2313F-HRTimeline
Asset One Wealth Management LLC7,816$358K0.04%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,698$355K0.01%-51,25713F-HRTimelineGroup
Koshinski Asset Management, Inc.7,663$354K0.02%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…7,613$351K0.04%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,588$350K0.02%+513F-HRTimelineGroup
Riverbend Wealth Management, LLC7,556$349K0.18%+1,82913F-HRTimeline
Sequent Planning LLC7,515$347K0.07%+1,70413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,445$344K<0.01%-35313F-HRTimelineGroup
Stonebridge Financial Group, LLC/CA7,435$343K0.05%13F-HRTimeline
City State Bank7,377$340K0.08%-713F-HRTimeline
Meridian Wealth Management, LLC7,334$338K0.01%-29013F-HRTimeline
Proactive Wealth Strategies LLC7,326$338K0.05%+54013F-HRTimeline
UPTICK PARTNERS, LLC7,228$334K0.05%-2,93413F-HRTimeline
LANARK FINANCIAL, INC.7,212$333K0.02%+37713F-HRTimeline
NewEdge Wealth, LLC7,141$330K<0.01%+50513F-HRTimeline
NOVEM GROUP7,127$329K0.03%-14713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC7,010$324K0.03%new13F-HRTimeline
Vermillion & White Wealth Management Gr…7,005$323K0.16%013F-HRTimeline
Torrey-Payne Wealth Management, LLC6,976$322K0.26%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.6,948$321K0.02%-12,44513F-HRTimelineGroup
Orcam Financial Group6,943$320K0.16%013F-HRTimeline
Flagship Private Wealth, LLC6,900$318K0.11%+313F-HRTimeline
TIAAgroup of 2 filers holding6,875$317K+42Timeline
LifeSteps Financial, Inc.6,839$316K0.15%new13F-HRTimeline
Freedom Investment Management, Inc.6,780$313K0.09%+1,80013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC6,774$313K0.01%-1,90113F-HRTimeline
AdvisorNet Financial, Inc6,730$311K0.01%-7,64813F-HRTimeline
ETF Store, Inc.6,671$308K0.26%-36013F-HRTimeline
Fisher Asset Management, LLC6,640$306K<0.01%-38213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC6,621$306K0.02%+2,75513F-HRTimeline
Global Financial Private Client, LLC6,587$304K0.08%-1,13513F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC6,583$304K0.02%+20713F-HRTimeline
Independent Advisor Alliance6,465$298K0.01%-220,36113F-HRTimeline
Winthrop Advisory Group LLC6,463$298K0.02%new13F-HRTimeline
SOROS CAPITAL MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC6,436$297K0.05%013F-HRTimelineGroup
ISLAY CAPITAL MANAGEMENT, LLC6,392$295K0.14%new13F-HRTimeline
SeaCrest Wealth Management, LLC6,369$294K0.03%-1,96013F-HRTimeline
Strategic Equity Management6,346$293K0.1%new13F-HRTimeline
CHOREO, LLC6,335$292K<0.01%-1,37513F-HRTimeline
Fermata Advisors, LLC6,308$291K0.06%-31413F-HRTimeline
Valtrion Capital Management, LLC6,254$289K0.21%-66313F-HRTimeline
Keel Point, LLC6,233$288K0.02%new13F-HRTimeline
Facet Wealth, Inc.6,199$286K<0.01%-3213F-HRTimeline
Bellwether Advisors, LLC6,161$284K0.04%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK6,115$282K<0.01%+56613F-HRTimelineGroup
Magnolia Private Wealth, LLC6,094$281K0.15%+1,59013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC6,066$280K0.02%-42613F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…5,943$274K0.03%-9,56113F-HRTimeline
Madison Wealth Partners, Inc5,932$274K0.03%-2,09413F-HRTimeline
Alpha Financial Partners LLC5,926$274K0.14%new13F-HRTimeline
Apex Wealth Management, LLC5,924$273K0.17%+2613F-HRTimeline
Pinnacle Bancorp, Inc.5,923$273K0.07%013F-HRTimeline
MAI Capital Management5,921$273K<0.01%+49813F-HRTimeline
FINANCIAL DISCOVERY GROUP INC5,823$269K0.57%new13F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP5,789$267K0.03%013F-HRTimeline
BDFS Capital LLC5,763$266K0.12%-11613F-HRTimeline
Pointe Capital Management LLC5,710$264K0.12%013F-HRTimeline
Financial Sense Advisors, Inc.5,662$261K0.05%+1,29613F-HRTimeline
CIBC WORLD MARKET INC.5,654$261K<0.01%+1713F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC5,599$254K0.03%-10013F-HRTimeline
Darden Wealth Group Inc5,483$253K0.1%-813F-HRTimeline
Plan Group Financial, LLC5,472$253K0.05%-2,11113F-HRTimeline
Successful Portfolios LLC5,489$251K0.12%-213F-HRTimeline
Fortune Financial Advisors, LLC5,421$250K0.11%+1913F-HRTimeline
STEVENS CAPITAL PARTNERS5,414$250K0.05%new13F-HRTimeline
Arcadia Wealth Management, LLC5,320$246K0.08%new13F-HRTimeline
Interchange Capital Partners, LLC5,236$242K0.05%-4,27313F-HRTimeline
Wilmington Savings Fund Society, FSB5,211$240K0.01%013F-HRTimeline
Brio Consultants, LLC5,188$239K0.03%+213F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…5,158$238K0.03%+28913F-HRTimeline
Quad-Cities Investment Group, LLC5,140$237K0.09%+15213F-HRTimeline
Impact Capital Partners LLC5,113$236K0.06%-52913F-HRTimeline
Members Trust Co5,100$235K0.01%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI5,061$234K0.01%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,037$232K0.04%new13F-HRTimeline
Magnus Financial Group LLC5,024$232K0.02%new13F-HRTimeline
Glass Wealth Management Co LLC5,022$232K0.08%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO5,017$232K<0.01%+36713F-HRTimelineGroup
Chesley Taft & Associates LLC4,983$230K0.01%new13F-HRTimeline
Strathmore Capital Advisors, Inc.5,039$230K0.06%-1,14913F-HRTimeline
Altiora Financial Group, LLC4,964$229K0.04%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,958$229K<0.01%new13F-HRTimelineGroup
Avior Wealth Management, LLC4,877$225K0.01%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,877$225K<0.01%new13F-HRTimelineGroup
United Community Bankin group United Community Bank4,866$225K0.07%013F-HRTimelineGroup
Stewardship Advisors, LLC4,848$224K0.05%new13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC4,783$221K0.07%new13F-HRTimeline
Pacific Capital Wealth Advisors, Inc.4,755$219K0.03%013F-HRTimeline
Investment Research Partners LLC4,684$216K0.07%013F-HRTimeline
Avail Investment Partners, LLC4,684$216K0.17%013F-HRTimeline
Bridgewealth Advisory Group, LLC4,564$211K0.04%013F-HRTimeline
Citrine Capital LLC4,527$209K0.08%+1013F-HRTimeline
FIRST AMERICAN TRUST, FSB4,469$206K0.01%new13F-HRTimeline
XML Financial, LLC4,466$206K0.01%+4613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,387$202K<0.01%013F-HRTimelineGroup
Bison Wealth, LLC4,376$201K0.02%-23213F-HRTimeline
Impact Partnership Wealth, LLC4,351$201K0.02%new13F-HRTimeline
Gilbert & Cook, Inc.4,344$200K0.02%013F-HRTimeline
Corsicana & Co.4,275$197K0.1%-31213F-HRTimeline
Signature Equity Partners, LLC4,254$196K0.09%+2,75913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,785$175K0.01%+1,58613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,640$168K<0.01%-6413F-HRTimeline
Qube Research & Technologies Ltd3,386$156K<0.01%+1,44413F-HRTimeline
MeadowBrook Investment Advisors LLC3,266$151K0.12%013F-HRTimeline
Financial Management Professionals, Inc.3,243$150K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,078$142K0.04%-96713F-HRTimeline
Indiana Trust & Investment Management Co3,071$142K0.04%013F-HRTimeline
Quest 10 Wealth Builders, Inc.2,969$137K0.11%+7413F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,809$130K0.02%013F-HRTimelineGroup
CVA Family Office, LLC2,715$125K0.01%+4013F-HRTimeline
Finley Financial, LLC2,700$125K0.05%013F-HRTimeline
Key Financial Inc2,679$124K0.02%-8913F-HRTimeline
Godfrey Financial Associates, Inc.2,609$120K0.09%+10113F-HRTimeline
Rialto Wealth Management, LLC2,512$116K0.02%-6613F-HRTimeline
Strategic Wealth Partners, Ltd.2,438$113K0.01%+113F-HRTimeline
BOK Financial Private Wealth, Inc.2,261$104K0.01%-11913F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,200$102K0.01%-74713F-HRTimeline
Regatta Research & Money Management2,169$100K0.09%13F-HRTimeline
Imprint Wealth LLC2,155$99.5K0.4%+2,13013F-HRTimeline
Wagner Wealth Management, LLC1,998$92.2K0.02%new13F-HRTimeline
Private Wealth Asset Management, LLC1,971$91K0.01%+49713F-HRTimeline
Montgomery Financial Services LLC1,930$89.1K0.08%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,849$85.3K0.01%+3613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,735$80.1K0.01%013F-HRTimelineGroup
WEST PACES ADVISORS INC.1,563$72.1K0.01%-16913F-HRTimeline
Archer Investment Corp1,490$68.8K0.01%+1,47013F-HR/ATimeline
Bravera Wealth1,483$68.4K0.03%013F-HRTimeline
Cordant, Inc.1,432$66.1K0.02%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,334$61.6K0.03%013F-HRTimeline
SHP Wealth Management1,305$60.2K<0.01%+15013F-HRTimeline
Advocate Investing Services LLC1,297$59.9K0.05%+38613F-HRTimeline
Strive Financial Group ,LLC1,232$56.9K0.02%new13F-HR/ATimeline
Nemes Rush Group LLC1,224$56.5K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,175$54.2K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC1,172$54.1K0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC1,113$51.3K0.02%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,061$49K<0.01%-31413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,049$48.4K<0.01%-12713F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC987$45.6K<0.01%+7213F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.985$45.5K0.01%013F-HR/ATimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …981$45.3K0.01%13F-HRTimelineGroup
REAP Financial Group, LLC906$41.8K0.01%+3613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…816$37.7K<0.01%+76613F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.808$37.3K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC793$36.6K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.792$36.6K<0.01%-15013F-HRTimeline
FIRST FINANCIAL CORP /IN/767$35.4K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp705$32.5K<0.01%+35513F-HRTimelineGroup
Collier Financial704$32.5K0.02%+713F-HRTimeline
Wells Financial Advisors INC700$32.3K0.3%-1,72013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.688$31.8K0.02%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC686$31.7K0.02%013F-HRTimeline
AlphaCore Capital LLC629$29K<0.01%-1,07313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.613$28.3K<0.01%+613F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC565$26.1K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.539$24.9K0.01%+53913F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST500$23.1K0.01%013F-HRTimeline
Crewe Advisors LLC493$22.8K<0.01%+213F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC474$21.9K<0.01%13F-HRTimeline
HM PAYSON & CO447$20.6K<0.01%013F-HRTimeline
Investors Research Corp447$20.6K<0.01%-94413F-HRTimeline
Atomic Invest LLC435$20.2K<0.01%-18813F-HRTimeline
Bernard Wealth Management Corp.425$19.6K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…406$18.7K<0.01%+3413F-HRTimeline
Valued Wealth Advisors LLC373$17.2K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.369$17K<0.01%+35713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TOUNJIAN ADVISORY PARTNERS, LLC363$16.7K0.01%new13F-HRTimeline
YANKCOM Partnership353$16.3K0.01%013F-HRTimeline
Robinswood Financial LLC339$15.6K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…338$15.6K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC337$15.6K0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC335$15.4K<0.01%+413F-HRTimeline
Buck Wealth Strategies, LLC325$15K<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC312$14.4K<0.01%013F-HRTimeline
Financial Perspectives, Inc310$14.3K<0.01%+313F-HRTimeline
FIRST HORIZON CORP300$13.8K<0.01%new13F-HRTimeline
Provident Wealth Management, LLC291$13.4K<0.01%013F-HRTimeline
Hilltop National Bank289$13.3K<0.01%new13F-HRTimeline
Birchwood Financial Partners, Inc.286$13.2K0.01%-1,21213F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC280$12.9K0.01%+5813F-HRTimeline
First Bancorp, Inc /ME/276$12.7K0.01%new13F-HRTimeline
Trust Co275$12.7K<0.01%013F-HRTimeline