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Disclosery

IUSB ISHARES TR

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SHS (fund)

739 managers (746 13F filers) reported a position in IUSB shares at 2025-06-30, 697,371,148 shares in all. 64 filers opened a position and 56 filers sold out during the quarter.

Managers
739
13F filers
746
New
64
Added
231
Reduced
372
Sold out
56
Shares held by filers
697,371,148

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Cornerstone Planning Group LLC5,210$241K0.05%-3,31513F-HRTimeline
PMG Wealth Management, Inc.5,208$240K0.2%new13F-HRTimeline
Brio Consultants, LLC5,177$239K0.03%new13F-HRTimeline
DecisionMap Wealth Management, LLC5,160$239K0.16%-3413F-HRTimeline
Impact Capital Partners LLC5,151$238K0.08%-1,48213F-HRTimeline
Members Trust Co5,100$236K0.01%013F-HRTimeline
Fisher Asset Management, LLC5,089$235K<0.01%-56113F-HRTimeline
Riverbend Wealth Management, LLC5,046$233K0.18%-42713F-HRTimeline
SYNOVUS FINANCIAL CORP5,043$233K<0.01%new13F-HRTimeline
Altiora Financial Group, LLC4,964$229K0.04%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,899$226K0.01%-1,24713F-HRTimelineGroup
New Century Financial Group, LLC4,856$225K0.26%new13F-HRTimeline
Scott Capital Advisors, LLC4,751$218K0.06%013F-HRTimeline
Beacon Pointe Advisors, LLC4,696$217K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC4,692$217K0.05%+97913F-HRTimeline
SOROS CAPITAL MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC4,668$216K0.07%013F-HRTimelineGroup
Cadence Bank4,640$215K0.01%-40913F-HRTimeline
PSI Advisors, LLC4,611$213K0.1%+83313F-HRTimeline
Professional Financial Advisors, LLC4,535$210K0.05%-77813F-HRTimeline
BOK Financial Private Wealth, Inc.4,515$209K0.01%+3013F-HRTimeline
Consolidated Portfolio Review Corp4,477$207K0.03%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,472$207K<0.01%new13F-HRTimelineGroup
Quad-Cities Investment Group, LLC4,417$204K0.09%-65213F-HRTimeline
Willis Johnson & Associates, Inc.4,395$203K0.01%-10413F-HRTimeline
Magnus Financial Group LLC4,394$203K0.02%-1,20013F-HRTimeline
RENASANT BANK4,387$203K0.14%-6,27513F-HRTimeline
Madison Wealth Partners, Inc4,356$201K0.04%-22213F-HRTimeline
Gilbert & Cook, Inc.4,344$201K0.03%013F-HRTimeline
Keystone Financial Group, Inc.4,381$201K0.13%+2,77413F-HRTimeline
Crewe Advisors LLC4,187$194K0.03%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …3,957$183K0.04%13F-HRTimelineGroup
Beacon Capital Management, LLC3,902$180K0.02%+8513F-HRTimeline
Stephens Consulting, LLC3,636$168K0.04%013F-HRTimeline
Qube Research & Technologies Ltd3,609$167K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,504$162K0.01%-1,71813F-HRTimelineGroup
Wilmington Savings Fund Society, FSB3,420$158K<0.01%-7313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC3,407$158K<0.01%new13F-HRTimeline
Rossby Financial, LCC3,368$156K0.06%+8713F-HRTimeline
MeadowBrook Investment Advisors LLC3,266$151K0.13%013F-HRTimeline
Financial Management Professionals, Inc.3,243$150K0.02%-60013F-HRTimeline
Indiana Trust & Investment Management Co3,071$142K0.05%013F-HRTimeline
GPS Wealth Strategies Group, LLC3,067$142K0.02%-22513F-HRTimeline
Arax Advisory Partners3,005$139K0.01%-50513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,809$130K0.02%+1,11213F-HRTimelineGroup
Finley Financial, LLC2,700$125K0.06%013F-HRTimeline
New Millennium Group LLC2,510$116K0.06%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,485$115K0.01%+83913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,490$115K<0.01%013F-HR/ATimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.2,440$113K0.14%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,243$104K<0.01%+1,41713F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,200$102K0.01%013F-HRTimeline
CVA Family Office, LLC1,969$91K0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc1,843$85.2K0.03%013F-HRTimeline
Wood Tarver Financial Group, LLC1,754$81K0.02%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,735$80.2K0.01%013F-HRTimelineGroup
Iron Horse Wealth Management, LLC1,724$79.7K0.02%013F-HRTimeline
GoalVest Advisory LLC1,625$75.1K0.02%new13F-HRTimeline
Private Wealth Asset Management, LLC1,567$72.4K0.01%-2,16613F-HRTimeline
Quest 10 Wealth Builders, Inc.1,468$67.9K0.07%-19813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,374$63.5K<0.01%013F-HR/ATimeline
MPWM ADVISORY SOLUTIONS, LLC1,334$61.7K0.04%013F-HRTimeline
Key Financial Inc1,185$54.8K0.01%+27513F-HRTimeline
REAP Financial Group, LLC1,142$52.8K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,115$51.5K<0.01%new13F-HRTimelineGroup
Anchor Investment Management, LLC1,112$51.4K<0.01%new13F-HRTimeline
LGT Financial Advisors LLC1,089$50.4K0.13%-6113F-HRTimeline
Valued Wealth Advisors LLC1,086$50.2K0.03%-3813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,050$48.5K<0.01%-1,67113F-HRTimelineGroup
FAS Wealth Partners, Inc.1,041$48.1K<0.01%+1113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED1,035$47.8K<0.01%+15113F-HRTimeline
AlphaCore Capital LLC1,029$47.6K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,010$46.7K<0.01%13F-HRTimeline
CX Institutional891$41K<0.01%013F-HR/ATimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO797$36.8K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.788$36K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/767$35.5K0.02%013F-HRTimeline
Tidemark, LLC727$33.6K0.01%-73,93313F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC686$31.7K0.03%013F-HRTimeline
JFS WEALTH ADVISORS, LLC659$30.5K<0.01%-2,20713F-HRTimeline
Investors Research Corp657$30.4K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC547$25.3K<0.01%-54713F-HRTimeline
Rosenberg Matthew Hamilton495$22.9K0.01%new13F-HRTimeline
Robinswood Financial LLC488$22.6K0.01%+1013F-HRTimeline
Provident Wealth Management, LLC463$21.4K0.01%013F-HRTimeline
HM PAYSON & CO447$20.7K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.425$19.6K0.01%013F-HRTimeline
Team Financial Group, LLC401$18.6K0.01%new13F-HRTimeline
EASTERN BANK373$17.2K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC373$17.2K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC369$17.1K0.01%-12413F-HRTimeline
Briaud Financial Planning Inc389$17K0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC358$16.6K0.01%-5513F-HRTimeline
North Capital, Inc.317$14.6K0.01%+213F-HRTimeline
Cranbrook Wealth Management, LLC312$14.4K<0.01%-2213F-HRTimeline
Glen Eagle Advisors, LLC296$13.7K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…290$13.4K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA264$12.2K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA263$12.2K0.01%new13F-HRTimeline
Asset Dedication, LLC257$11.9K<0.01%new13F-HRTimeline
WFA of San Diego, LLC245$11.3K0.01%13F-HRTimeline
Versant Capital Management, Inc233$10.8K<0.01%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.220$10.2K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…216$9.99K0.01%013F-HRTimeline
Capital A Wealth Management, LLC208$9.58K0.11%-39213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…207$9.57K<0.01%013F-HRTimeline
WFA Asset Management Corp205$9.28K0.01%+213F-HRTimeline
Caldwell Trust Co184$8.51K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…167$7.72K<0.01%new13F-HRTimeline
Pineridge Advisors LLC167$7.71K<0.01%+213F-HRTimeline
Copia Wealth Management164$7.58K0.01%new13F-HRTimeline
Woodside Wealth Management LLC163$7.54K0.01%013F-HRTimeline
Crews Bank & Trust143$6.61K<0.01%013F-HRTimeline
EPG Wealth Management LLC122$5.64K<0.01%013F-HRTimeline
AFFINITY WEALTH LLC109$5.04K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC91$4.21K<0.01%+113F-HRTimeline
Bogart Wealth, LLC91$4.21K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS90$4.16K<0.01%-1,60813F-HRTimelineGroup
SIGNATUREFD, LLC85$3.93K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.71$3.28K<0.01%-29813F-HRTimelineGroup
TD Capital Management LLC67$3.1K<0.01%-36313F-HRTimeline
Clark Wealth Partners61$2.82K<0.01%-2,00213F-HRTimeline
Vermillion Wealth Management, Inc.57$2.63K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…55$2.54K<0.01%new13F-HRTimelineGroup
Darwin Wealth Management, LLC44$2.03K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.44$2.02K<0.01%+113F-HRTimeline
AllSquare Wealth Management LLC33$1.53K<0.01%013F-HRTimeline
Archer Investment Corp20$925<0.01%013F-HRTimeline
Fortitude Family Office, LLC19$878<0.01%013F-HRTimeline
Salomon & Ludwin, LLC17$782<0.01%013F-HRTimeline
Nova Wealth Management, Inc.14$647<0.01%new13F-HRTimeline
HighMark Wealth Management LLC10$462<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates4$185<0.01%-19513F-HRTimeline
Essential Partners LLC3$139<0.01%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2$103<0.01%-89813F-HRTimelineGroup
Quaker Wealth Management, LLC1$47<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.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Strategic Wealth Investment Group, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.