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Disclosery

IUSB ISHARES TR

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SHS (fund)

732 managers (739 13F filers) reported a position in IUSB shares at 2025-03-31, 705,296,443 shares in all. 68 filers opened a position and 52 filers sold out during the quarter.

Managers
732
13F filers
739
New
68
Added
274
Reduced
322
Sold out
52
Shares held by filers
705,296,443

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Professional Financial Advisors, LLC5,313$245K0.06%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,251$242K<0.01%013F-HRTimelineGroup
Horan Securities, Inc.5,241$242K0.09%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp5,222$241K0.01%+5,09413F-HRTimelineGroup
DecisionMap Wealth Management, LLC5,194$239K0.18%new13F-HRTimeline
Commonwealth Retirement Investments LLC5,190$239K0.1%013F-HRTimeline
UPTICK PARTNERS, LLC5,190$239K0.08%-30913F-HRTimeline
Members Trust Co5,100$235K0.01%new13F-HRTimeline
Quad-Cities Investment Group, LLC5,069$234K0.12%-30013F-HRTimeline
Cadence Bank5,049$233K0.02%-10413F-HRTimeline
Sequoia Financial Advisors, LLC5,048$233K<0.01%+62113F-HRTimeline
Altiora Financial Group, LLC4,964$229K0.05%013F-HRTimeline
Westmount Partners, LLC4,908$226K0.07%new13F-HRTimeline
Scott Capital Advisors, LLC4,751$219K0.07%013F-HRTimeline
Beacon Pointe Advisors, LLC4,696$216K<0.01%-7313F-HRTimeline
SOROS CAPITAL MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC4,668$215K0.06%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,608$212K<0.01%013F-HRTimelineGroup
Madison Wealth Partners, Inc4,578$211K0.05%-45113F-HRTimeline
SANDERS MORRIS HARRIS LLC4,538$209K0.03%-1,30313F-HRTimeline
Clark Asset Management, LLC4,520$208K0.03%new13F-HRTimeline
Willis Johnson & Associates, Inc.4,499$207K0.02%-3,94113F-HRTimeline
BOK Financial Private Wealth, Inc.4,485$207K0.02%-4,10113F-HRTimeline
TWO SIGMA SECURITIES, LLC4,416$203K0.03%new13F-HRTimeline
NewEdge Wealth, LLC4,409$203K<0.01%new13F-HRTimeline
Gilbert & Cook, Inc.4,344$200K0.03%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …3,935$181K0.04%13F-HRTimelineGroup
Financial Management Professionals, Inc.3,843$177K0.02%013F-HRTimeline
Beacon Capital Management, LLC3,817$176K0.02%+1,40713F-HRTimeline
PSI Advisors, LLC3,778$174K0.06%-10913F-HRTimeline
Private Wealth Asset Management, LLC3,733$172K0.02%13F-HRTimeline
Founders Financial Alliance, LLC3,713$171K0.04%-87513F-HRTimeline
Stephens Consulting, LLC3,636$168K0.04%013F-HRTimeline
Arax Advisory Partners3,510$162K0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB3,493$161K<0.01%-20613F-HRTimeline
GPS Wealth Strategies Group, LLC3,292$152K0.02%+1,11313F-HRTimeline
Rossby Financial, LCC3,281$151K0.07%new13F-HRTimeline
MeadowBrook Investment Advisors LLC3,266$150K0.14%013F-HRTimeline
Sachetta, LLC3,240$149K0.06%+2113F-HRTimeline
Indiana Trust & Investment Management Co3,071$142K0.05%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,866$132K0.01%+2,37213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,721$125K<0.01%new13F-HRTimelineGroup
Finley Financial, LLC2,700$124K0.07%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,565$118K0.04%-20213F-HRTimeline
IMG Wealth Management, Inc.2,565$118K0.11%new13F-HRTimeline
New Millennium Group LLC2,510$116K0.08%+1,67713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,490$114K<0.01%+1,50013F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.2,200$101K0.02%013F-HRTimeline
Clark Wealth Partners2,063$95.1K0.07%new13F-HRTimeline
CVA Family Office, LLC1,969$90.7K0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc1,843$84.9K0.04%new13F-HRTimeline
Wood Tarver Financial Group, LLC1,754$80.8K0.03%013F-HRTimeline
Collier Financial1,739$80.1K0.07%-250,33013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,735$79.9K0.01%013F-HRTimelineGroup
Iron Horse Wealth Management, LLC1,724$79.4K0.03%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,698$78.2K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,697$78.2K0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.1,666$76.8K0.08%+1,16713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,646$75.8K0.01%-15213F-HRTimeline
Keystone Financial Group, Inc.1,607$73.3K0.05%+15613F-HRTimeline
NorthRock Partners, LLC1,418$65.3K<0.01%+1,12213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,374$63.3K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,334$61.5K0.04%013F-HRTimeline
LGT Financial Advisors LLC1,150$53K0.16%-513F-HRTimeline
REAP Financial Group, LLC1,142$52.6K0.01%013F-HRTimeline
Valued Wealth Advisors LLC1,124$51.8K0.03%+2513F-HRTimeline
Sandy Spring Bank1,115$51.4K<0.01%-17113F-HRTimeline
N.E.W. Advisory Services LLC1,094$50.4K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.1,030$47.5K<0.01%-85013F-HRTimeline
AlphaCore Capital LLC1,029$47.4K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp1,028$47.4K0.05%new13F-HRTimeline
Key Financial Inc910$41.9K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…900$41.5K<0.01%new13F-HRTimelineGroup
CX Institutional891$41K<0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED884$40.6K<0.01%-45,82513F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB826$38.1K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO797$36.7K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.788$36K0.02%-3,53613F-HRTimeline
FIRST FINANCIAL CORP /IN/767$35.3K0.02%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC686$31.6K0.03%013F-HRTimeline
Investors Research Corp657$30.3K0.01%+44713F-HRTimeline
Synergy Investment Management, LLC647$29.8K0.01%+1213F-HRTimeline
Capital A Wealth Management, LLC600$27.6K0.03%-1,54513F-HRTimeline
Whipplewood Advisors, LLC44$26.7K0.02%new13F-HRTimeline
HFM Investment Advisors, LLC493$22.7K0.01%13F-HRTimeline
Robinswood Financial LLC478$22K0.01%+12913F-HRTimeline
Provident Wealth Management, LLC463$21.3K0.01%013F-HRTimeline
TD Capital Management LLC430$19.8K<0.01%+313F-HRTimeline
Bernard Wealth Management Corp.425$19.6K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC413$19K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC373$17.2K<0.01%-1,67013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.369$17K<0.01%new13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC361$17K<0.01%new13F-HRTimelineGroup
Cranbrook Wealth Management, LLC334$15.4K<0.01%013F-HRTimeline
North Capital, Inc.315$14.5K0.01%13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC308$14.2K0.01%-1,77413F-HRTimeline
Federation des caisses Desjardins du Qu…290$13.4K<0.01%013F-HRTimeline
Versant Capital Management, Inc233$10.7K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC216$9.95K<0.01%-62113F-HRTimeline
Comprehensive Financial Planning, Inc./…216$9.95K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…207$9.54K<0.01%-1,10413F-HRTimeline
WFA Asset Management Corp203$9.26K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates199$9.17K<0.01%+19913F-HRTimeline
Joseph Group Capital Management192$8.85K<0.01%-97813F-HRTimeline
Caldwell Trust Co184$8.48K<0.01%013F-HRTimeline
Front Row Advisors LLC173$7.97K<0.01%new13F-HRTimeline
Wiser Advisor Group LLC170$7.83K0.01%-313F-HRTimeline
Pineridge Advisors LLC165$7.61K<0.01%+113F-HRTimeline
Woodside Wealth Management LLC163$7.51K0.01%13F-HRTimeline
Glassman Wealth Services149$6.87K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC147$6.77K<0.01%013F-HRTimeline
Crews Bank & Trust143$6.59K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.133$6.13K<0.01%013F-HRTimeline
EPG Wealth Management LLC122$5.62K<0.01%013F-HRTimeline
AFFINITY WEALTH LLC109$5.02K0.01%013F-HRTimeline
Realta Investment Advisors99$4.58K<0.01%new13F-HRTimeline
Bogart Wealth, LLC91$4.19K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC90$4.15K<0.01%+113F-HRTimeline
SIGNATUREFD, LLC85$3.92K<0.01%-1,48213F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.74$3.41K<0.01%13F-HRTimeline
Center for Financial Planning, Inc.63$2.9K<0.01%new13F-HRTimeline
Larson Financial Group LLC47$2.17K<0.01%-513F-HRTimeline
SOA Wealth Advisors, LLC.43$1.99K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC33$1.52K<0.01%013F-HRTimeline
Archer Investment Corp20$922<0.01%-25313F-HRTimeline
Fortitude Family Office, LLC19$876<0.01%013F-HRTimeline
Salomon & Ludwin, LLC17$783<0.01%013F-HRTimeline
Dunhill Financial, LLC12$549<0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC1$47<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.0$11<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
HALBERT HARGROVE GLOBAL ADVISORS, LLC0$9<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-636,27513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Hughes Financial Services, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.