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Disclosery

IUSB ISHARES TR

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SHS (fund)

720 managers (727 13F filers) reported a position in IUSB shares at 2024-12-31, 708,376,122 shares in all. 63 filers opened a position and 60 filers sold out during the quarter.

Managers
720
13F filers
727
New
63
Added
245
Reduced
294
Sold out
60
Shares held by filers
708,376,122

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Mosaic Advisors LLC5,345$242K0.28%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,251$237K<0.01%013F-HRTimelineGroup
Belpointe Asset Management LLC5,032$235K0.01%+21413F-HRTimeline
Fortis Capital Advisors, LLC5,032$235K0.08%+21413F-HRTimeline
Commonwealth Retirement Investments LLC5,190$235K0.1%013F-HRTimeline
Cadence Bank5,153$233K0.02%-17913F-HRTimeline
Madison Wealth Partners, Inc5,029$227K0.06%+45013F-HRTimeline
GC Wealth Management RIA, LLC4,978$225K0.04%013F-HRTimeline
Altiora Financial Group, LLC4,964$224K0.05%013F-HRTimeline
MATAURO, LLC4,912$222K0.05%13F-HRTimeline
Redwood Financial Network Corp4,823$218K0.16%-68613F-HRTimeline
Beacon Pointe Advisors, LLC4,769$216K<0.01%new13F-HRTimeline
Scott Capital Advisors, LLC4,751$212K0.06%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC4,687$212K0.03%new13F-HRTimeline
Patton Albertson Miller Group, LLC4,618$209K0.03%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,608$208K<0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC4,588$207K0.06%+1313F-HRTimeline
1900 WEALTH MANAGEMENT LLC4,587$207K0.02%+7213F-HRTimeline
Sequent Planning LLC4,578$207K0.08%new13F-HRTimeline
Keudell/Morrison Wealth Management4,572$207K0.05%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,538$205K<0.01%new13F-HRTimelineGroup
Sequoia Financial Advisors, LLC4,427$200K<0.01%new13F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.4,324$195K0.09%-2613F-HRTimeline
Transce3nd, LLC4,157$188K0.06%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …3,935$178K0.04%-8613F-HRTimelineGroup
PSI Advisors, LLC3,887$176K0.05%new13F-HRTimeline
MidAtlantic Capital Management, Inc.3,867$175K0.13%-1,34613F-HRTimeline
Financial Management Professionals, Inc.3,843$174K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB3,699$167K<0.01%+14313F-HRTimeline
Stephens Consulting, LLC3,636$164K0.04%013F-HRTimeline
MeadowBrook Investment Advisors LLC3,266$148K0.13%new13F-HRTimeline
Sachetta, LLC3,219$145K0.06%+4413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,187$144K<0.01%-15913F-HRTimelineGroup
Indiana Trust & Investment Management Co3,071$139K0.05%013F-HRTimeline
Coppell Advisory Solutions LLC3,014$136K0.02%-52013F-HRTimeline
Sugarloaf Wealth Management, LLC2,954$134K0.03%-49313F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,767$125K0.01%+1,51213F-HRTimeline
Finley Financial, LLC2,700$122K0.06%13F-HRTimeline
MAI Capital Management2,673$121K<0.01%new13F-HRTimeline
Element Wealth, LLC2,500$113K0.06%-1,25013F-HRTimeline
Beacon Capital Management, LLC2,410$109K0.01%-1,22213F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,200$99.4K0.01%+22513F-HRTimeline
GPS Wealth Strategies Group, LLC2,179$98.5K0.01%+27013F-HRTimeline
Capital A Wealth Management, LLC2,145$97K0.16%13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC2,082$94.1K0.05%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,043$92.3K<0.01%013F-HRTimeline
CVA Family Office, LLC1,969$89K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.1,880$85K0.01%+9413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,798$81.3K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC1,754$79K0.03%13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,735$78.4K0.01%new13F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.1,717$78K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Iron Horse Wealth Management, LLC1,724$77.9K0.03%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,698$76.8K<0.01%+1,64913F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,697$76.7K0.01%-20013F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,657$75.3K0.03%13F-HRTimeline
SIGNATUREFD, LLC1,567$70.8K<0.01%013F-HRTimeline
Keystone Financial Group, Inc.1,451$65.6K0.05%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,374$62.1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MPWM ADVISORY SOLUTIONS, LLC1,334$60.3K0.04%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,311$59.3K0.01%+1,10413F-HRTimeline
Sandy Spring Bank1,286$58.1K<0.01%013F-HRTimeline
Joseph Group Capital Management1,170$52.9K0.02%-65313F-HRTimeline
LGT Financial Advisors LLC1,155$52.2K0.12%-26613F-HRTimeline
Cedar Mountain Advisors, LLC1,144$51.7K0.01%new13F-HRTimeline
REAP Financial Group, LLC1,142$51.6K0.01%-44213F-HRTimeline
Valued Wealth Advisors LLC1,099$49.7K0.03%-14213F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,000$45.2K0.01%+99913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/990$44.7K<0.01%new13F-HRTimelineGroup
Key Financial Inc910$41.1K0.01%+21713F-HRTimeline
Plante Moran Financial Advisors, LLC837$37.8K<0.01%013F-HRTimeline
New Millennium Group LLC833$37.7K0.02%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO797$36K<0.01%-11013F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/767$34.7K0.02%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC686$31K0.03%013F-HRTimeline
Synergy Investment Management, LLC635$28.7K0.01%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC540$24.4K<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.499$22.6K0.02%13F-HRTimeline
JFS WEALTH ADVISORS, LLC494$22.3K<0.01%-9713F-HRTimeline
Provident Wealth Management, LLC463$20.9K0.01%013F-HRTimeline
TD Capital Management LLC427$19.3K<0.01%-6213F-HRTimeline
Bernard Wealth Management Corp.425$19.2K0.01%13F-HR/ATimeline
WOLFF WIESE MAGANA LLC413$18.7K0.01%new13F-HRTimeline
Robinswood Financial LLC349$15.8K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC334$15.1K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.322$14.6K<0.01%new13F-HRTimelineGroup
NorthRock Partners, LLC296$13.4K<0.01%013F-HR/ATimeline
Federation des caisses Desjardins du Qu…290$13.1K<0.01%013F-HRTimeline
Archer Investment Corp273$12.3K<0.01%+25313F-HRTimeline
Versant Capital Management, Inc233$10.5K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…216$9.76K0.01%13F-HRTimeline
Investors Research Corp210$9.49K<0.01%013F-HRTimeline
UMB Bank, n.a.194$8.77K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Caldwell Trust Co184$8.32K<0.01%new13F-HRTimeline
Wiser Advisor Group LLC173$7.82K0.01%+213F-HRTimeline
Pineridge Advisors LLC164$7.41K<0.01%+213F-HRTimeline
Morton Brown Family Wealth, LLC147$6.64K<0.01%013F-HRTimeline
Crews Bank & Trust143$6.46K<0.01%13F-HRTimeline
BARRETT & COMPANY, INC.133$6.01K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp128$5.79K<0.01%new13F-HRTimelineGroup
EPG Wealth Management LLC122$5.51K<0.01%013F-HRTimeline
Roxbury Financial LLC107$4.95K<0.01%13F-HRTimeline
AFFINITY WEALTH LLC109$4.93K0.01%13F-HRTimeline
Caitlin John, LLC108$4.88K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC89$4.04K<0.01%+113F-HRTimeline
Larson Financial Group LLC52$2.35K<0.01%new13F-HRTimeline
Laurel Wealth Advisors LLC43$1.94K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.43$1.94K<0.01%+113F-HR/ATimeline
AllSquare Wealth Management LLC33$1.49K<0.01%013F-HRTimeline
Fortitude Family Office, LLC19$859<0.01%013F-HRTimeline
Salomon & Ludwin, LLC17$768<0.01%013F-HRTimeline
Human Investing LLC13$588<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.8$3860.04%-4,19413F-HRTimeline
Pacific Capital Wealth Advisors, Inc.5$226<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC1$46<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC1$25<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.0$11<0.01%new13F-HRTimelineGroupAmount filed as zero, left out of ratios.
HALBERT HARGROVE GLOBAL ADVISORS, LLC0$9<0.01%new13F-HR/ATimelineAmount filed as zero, left out of ratios.
Global Wealth Strategies & Associates0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Legacy Financial Group LLC553,139$25B-44,65813F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.