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Disclosery

IUSB ISHARES TR

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SHS (fund)

747 managers (755 13F filers) reported a position in IUSB shares at 2025-09-30, 682,574,453 shares in all. 67 filers opened a position and 57 filers sold out during the quarter.

Managers
747
13F filers
755
New
67
Added
263
Reduced
344
Sold out
57
Shares held by filers
682,574,453

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Members Trust Co5,100$238K0.01%013F-HRTimeline
Avior Wealth Management, LLC4,983$233K0.01%-3,23113F-HRTimeline
Opal Wealth Advisors, LLC4,972$232K0.06%-24913F-HRTimeline
Altiora Financial Group, LLC4,964$232K0.04%013F-HRTimeline
Beverly Hills Private Wealth, LLC4,960$232K0.04%-3,12713F-HRTimeline
Financial Sense Advisors, Inc.4,947$231K0.04%-36413F-HRTimeline
Consolidated Portfolio Review Corp4,939$231K0.03%+46213F-HRTimeline
UPTICK PARTNERS, LLC4,932$230K0.06%-70113F-HRTimeline
Balefire, LLC4,921$230K0.05%new13F-HRTimeline
Independent Wealth Network Inc.4,912$229K0.07%new13F-HRTimeline
Impact Capital Partners LLC4,884$228K0.07%-26713F-HRTimeline
Professional Financial Advisors, LLC4,877$228K0.05%+34213F-HRTimeline
United Community Bankin group United Community Bank4,866$227K0.07%new13F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,844$226K<0.01%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED4,773$223K0.02%+3,73813F-HRTimeline
DecisionMap Wealth Management, LLC4,734$221K0.14%-42613F-HRTimeline
PMG Wealth Management, Inc.4,728$221K0.17%-48013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,719$220K0.07%-75713F-HRTimeline
Investment Research Partners LLC4,684$220K0.1%13F-HRTimeline
SOROS CAPITAL MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC4,668$218K0.05%013F-HRTimelineGroup
Magnolia Private Wealth, LLC4,654$217K0.16%-62713F-HRTimeline
Quad-Cities Investment Group, LLC4,593$215K0.09%+17613F-HRTimeline
Goepper Burkhardt LLC4,537$212K0.07%-1,79513F-HRTimeline
Prime Capital Investment Advisors, LLC4,530$212K<0.01%new13F-HRTimeline
Cadence Bank4,527$211K0.01%-11313F-HRTimeline
Madison Wealth Partners, Inc4,524$211K0.04%+16813F-HRTimeline
Operose Advisors LLC4,522$211K0.05%new13F-HRTimeline
Lion Street Advisors, LLC3,957$210K0.07%-31,72813F-HRTimeline
Texas Capital Bank Wealth Management Se…4,450$208K0.02%new13F-HRTimeline
JGP Wealth Management, LLC4,408$206K0.02%new13F-HRTimeline
Corsicana & Co.4,387$205K0.12%13F-HRTimeline
COOKSON PEIRCE & CO INC4,362$204K0.01%new13F-HRTimeline
Gilbert & Cook, Inc.4,344$203K0.03%013F-HRTimeline
XML Financial, LLC4,329$202K0.02%new13F-HRTimeline
PATTEN & PATTEN INC/TN4,317$202K0.01%new13F-HRTimeline
EHRLICH FINANCIAL GROUP4,307$201K0.12%new13F-HRTimeline
BOK Financial Private Wealth, Inc.4,287$200K0.01%-22813F-HRTimeline
Wilmington Savings Fund Society, FSB3,927$183K<0.01%+50713F-HR/ATimeline
Rialto Wealth Management, LLC3,612$169K0.04%-19,22113F-HRTimeline
Rossby Financial, LCC3,402$159K0.05%+3413F-HRTimeline
MeadowBrook Investment Advisors LLC3,266$153K0.13%013F-HRTimeline
Financial Management Professionals, Inc.3,243$151K0.02%013F-HRTimeline
Indiana Trust & Investment Management Co3,071$143K0.04%013F-HRTimeline
WHITTIER TRUST CO2,852$133K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.2,837$133K0.14%+39713F-HR/ATimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,809$131K0.02%013F-HRTimelineGroup
Finley Financial, LLC2,700$126K0.06%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,563$120K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC2,521$118K0.01%-54613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,444$114K<0.01%-4613F-HRTimelineGroup
New Millennium Group LLC2,391$112K0.05%-11913F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …2,319$108K0.02%13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC2,208$103K0.01%-27713F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,200$103K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,091$97.7K0.01%-2,80813F-HRTimelineGroup
CVA Family Office, LLC2,048$95.7K0.01%+7913F-HRTimeline
Quest 10 Wealth Builders, Inc.1,923$89.8K0.08%+45513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,735$81K0.01%013F-HRTimelineGroup
GoalVest Advisory LLC1,625$75.9K0.02%013F-HRTimeline
Tidemark, LLC1,484$69.3K0.02%+75713F-HRTimeline
Private Wealth Asset Management, LLC1,474$68.9K0.01%-9313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,454$67.9K<0.01%-2,05013F-HRTimelineGroup
Glen Eagle Advisors, LLC1,414$66K0.01%+1,11813F-HRTimeline
Investors Research Corp1,391$65K0.01%+73413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,374$64.2K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC1,334$62.3K0.04%013F-HRTimeline
Key Financial Inc1,331$62.1K0.01%+14613F-HRTimeline
REAP Financial Group, LLC1,212$56.6K0.01%+7013F-HRTimeline
Root Financial Partners, LLC1,200$56.1K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd1,176$54.9K<0.01%-2,43313F-HRTimeline
Anchor Investment Management, LLC1,112$51.9K<0.01%013F-HRTimeline
Compass Financial Services Inc1,110$51.8K0.02%new13F-HRTimeline
Valued Wealth Advisors LLC1,061$49.6K0.02%-2513F-HRTimeline
FAS Wealth Partners, Inc.1,052$49.1K<0.01%+1113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,050$49K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC1,029$48.1K<0.01%013F-HRTimeline
Richardson Capital Management LLC930$43.4K0.02%new13F-HRTimeline
United Financial Planning Group LLC1,063$42.6K0.03%13F-HRTimeline
CX Institutional894$42K<0.01%+313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO797$37.2K<0.01%013F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/767$35.8K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC686$32K0.03%013F-HRTimeline
Collier Financial682$31.9K0.02%13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC661$30.9K0.02%new13F-HRTimeline
Team Financial Group, LLC619$28.9K0.01%+21813F-HRTimeline
HAZLETT, BURT & WATSON, INC.607$28K0.01%-18113F-HRTimeline
JFS WEALTH ADVISORS, LLC594$27.8K<0.01%-6513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.574$26.8K<0.01%+57413F-HRTimelineGroup
HM PAYSON & CO447$20.9K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.425$19.9K0.01%013F-HRTimeline
Robinswood Financial LLC390$18.3K0.01%-9813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC373$17.4K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC358$16.7K0.01%013F-HRTimeline
HFM Investment Advisors, LLC358$16.7K0.01%-1113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp350$16.3K<0.01%-76513F-HRTimelineGroup
Provident Wealth Management, LLC333$15.6K<0.01%-13013F-HRTimeline
North Capital, Inc.320$14.9K0.01%+313F-HRTimeline
Creekmur Asset Management LLC313$14.6K<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC312$14.6K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…290$13.5K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA264$12.3K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA263$12.3K0.01%013F-HRTimeline
WFA of San Diego, LLC245$11.4K0.01%013F-HRTimeline
Versant Capital Management, Inc233$10.9K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC228$10.7K<0.01%-31913F-HRTimeline
WFA Asset Management Corp207$9.77K0.01%+213F-HRTimeline
Woodside Wealth Management LLC203$9.48K0.01%+4013F-HRTimeline
Seneschal Advisors, LLC196$9.16K0.01%new13F-HRTimeline
Caldwell Trust Co184$8.6K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.178$8K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wiser Advisor Group LLC170$7.95K0.01%new13F-HRTimeline
Pineridge Advisors LLC169$7.88K<0.01%+213F-HRTimeline
Copia Wealth Management164$7.66K0.01%013F-HRTimeline
Crews Bank & Trust143$6.68K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC137$6.4K<0.01%new13F-HRTimeline
EPG Wealth Management LLC129$6.03K<0.01%+713F-HRTimeline
Viewpoint Capital Management LLC117$5.46K<0.01%new13F-HRTimeline
CHELSEA COUNSEL CO109$5.09K<0.01%new13F-HRTimeline
Caitlin John, LLC108$5.04K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…108$5.04K<0.01%-10813F-HRTimeline
Realta Investment Advisors102$4.74K<0.01%new13F-HRTimeline
Larson Financial Group LLC101$4.72K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC92$4.3K<0.01%+113F-HRTimeline
Bogart Wealth, LLC91$4.25K<0.01%013F-HRTimeline
SIGNATUREFD, LLC85$3.97K<0.01%013F-HRTimeline
TD Capital Management LLC67$3.13K<0.01%013F-HRTimeline
Imprint Wealth LLC50$2.34K0.01%13F-HRTimeline
SOA Wealth Advisors, LLC.44$2.06K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC43$2.01K<0.01%new13F-HRTimeline
Avion Wealth45$2K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS40$1.87K<0.01%-5013F-HRTimelineGroup
Guerra Advisors Inc38$1.77K<0.01%new13F-HRTimeline
AllSquare Wealth Management LLC33$1.54K<0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC27$1.26K<0.01%new13F-HRTimeline
Archer Investment Corp20$934<0.01%013F-HRTimeline
Salomon & Ludwin, LLC17$793<0.01%013F-HRTimeline
Fortitude Family Office, LLC13$607<0.01%-613F-HRTimeline
Kiker Wealth Management, LLC13$607<0.01%new13F-HRTimeline
HighMark Wealth Management LLC10$472<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4$200<0.01%+213F-HRTimelineGroup
Global Wealth Strategies & Associates4$187<0.01%013F-HRTimeline
Essential Partners LLC3$140<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…2$93<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC1$47<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC1$47<0.01%013F-HRTimeline
Goodman Advisory Group, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NBT BANK, N.A.in group NBT BANK, N.A.47$1.21M-25,82713F-HRTimelineGroupValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.