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Disclosery

IUSB ISHARES TR

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SHS (fund)

835 managers (845 13F filers) reported a position in IUSB shares at 2025-12-31, 720,149,841 shares in all. 78 filers opened a position and 46 filers sold out during the quarter.

Managers
835
13F filers
845
New
78
Added
372
Reduced
246
Sold out
46
Shares held by filers
720,149,841

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Brand Asset Management Group, Inc.7,532$351K0.1%+2,22413F-HRTimeline
City State Bank7,477$348K0.1%-1,80913F-HRTimeline
Fisher Asset Management, LLC7,471$348K<0.01%-2,60513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,424$346K0.02%+75313F-HRTimeline
BAM Wealth Management, LLC7,395$344K0.25%+1,08713F-HRTimeline
Syntegra Private Wealth Group, LLC7,364$343K0.03%+78813F-HRTimeline
Global Financial Private Client, LLC7,352$342K0.12%-24213F-HRTimeline
Keystone Financial Group7,340$342K0.03%+2013F-HRTimeline
NOVEM GROUP7,043$328K0.04%+19813F-HRTimeline
Independent Wealth Network Inc.7,020$327K0.1%+2,10813F-HRTimeline
Vermillion & White Wealth Management Gr…7,005$326K0.18%-32513F-HRTimeline
Torrey-Payne Wealth Management, LLC6,976$326K0.29%13F-HRTimeline
Trilogy Capital Inc.6,971$324K0.01%+31113F-HRTimeline
Beacon Pointe Advisors, LLC6,909$322K<0.01%+1,29113F-HRTimeline
Oxinas Partners, LLC6,896$321K0.15%+37313F-HRTimeline
Flagship Private Wealth, LLC6,894$321K0.13%new13F-HRTimeline
ETF Store, Inc.6,838$318K0.32%+17213F-HRTimeline
Arax Advisory Partners6,837$318K0.01%new13F-HRTimeline
PUREfi Wealth, LLC6,774$315K0.24%-73313F-HRTimeline
LANARK FINANCIAL, INC.6,767$315K0.02%+7613F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…6,762$315K0.05%+69213F-HRTimeline
Valtrion Capital Management, LLC6,758$315K0.31%+62613F-HRTimeline
Acorn Wealth Advisors, LLC6,757$314K0.09%-6,59813F-HRTimeline
HB Wealth Management, LLC6,742$314K<0.01%+64613F-HRTimeline
MAI Capital Management6,730$313K<0.01%+1,01013F-HRTimeline
Apex Wealth Management, LLC6,669$311K0.32%-513F-HRTimeline
Balboa Wealth Partners6,637$309K0.05%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC6,492$302K0.03%013F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC6,376$297K0.02%-10013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,223$290K<0.01%new13F-HRTimelineGroup
Interchange Capital Partners, LLC6,196$288K0.05%-30713F-HRTimeline
Bellwether Advisors, LLC6,105$284K0.05%-1,42613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC6,098$284K0.08%+1,37913F-HRTimeline
180 WEALTH ADVISORS, LLC6,063$282K0.03%+15613F-HRTimeline
Procyon Advisors, LLC5,923$276K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.5,895$274K0.02%-1,17813F-HRTimeline
HORAN Wealth, LLC5,882$274K0.04%+29113F-HRTimeline
PACIFIC FINANCIAL GROUP INC5,854$272K0.15%new13F-HRTimeline
Tennessee Valley Asset Management Partn…5,847$272K0.04%-2,08813F-HRTimeline
Winter & Associates, Inc.5,839$272K0.25%13F-HRTimeline
Darden Wealth Group Inc5,796$270K0.13%-513F-HRTimeline
BEACON FINANCIAL GROUP5,767$268K0.03%-2,80013F-HRTimeline
Brio Consultants, LLC5,754$268K0.03%+913F-HRTimeline
Centennial Advisors, LLC5,719$266K0.35%13F-HRTimeline
Axis Wealth Partners, LLC5,713$266K0.15%new13F-HRTimeline
Pointe Capital Management LLC5,710$266K0.13%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC5,699$265K0.03%013F-HRTimeline
Riverbend Wealth Management, LLC5,631$262K0.17%-72613F-HRTimeline
Pinnacle Bancorp, Inc.5,604$261K0.08%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co5,544$258K<0.01%new13F-HRTimelineGroup
Northstar Financial Companies, Inc.5,535$258K0.21%new13F-HRTimeline
Impact Capital Partners LLC5,535$258K0.08%+65113F-HRTimeline
Successful Portfolios LLC5,491$256K0.13%-37913F-HRTimeline
Snider Financial Group5,414$252K0.07%-1,16613F-HRTimeline
BDFS Capital LLC5,386$251K0.13%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,364$249K<0.01%-51813F-HRTimelineGroup
Talisman Wealth Advisors LLC5,115$249K0.19%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC5,285$246K0.01%new13F-HRTimeline
NewEdge Wealth, LLC5,256$245K<0.01%-22513F-HRTimeline
Fermata Advisors, LLC5,214$243K0.06%013F-HRTimeline
Bison Wealth, LLC5,282$243K0.03%new13F-HRTimeline
Wilmington Savings Fund Society, FSB5,211$243K0.01%+1,28413F-HRTimeline
Second Line Capital, LLC5,178$241K0.05%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,158$240K<0.01%-49713F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS5,138$239K0.01%new13F-HRTimelineGroup
DecisionMap Wealth Management, LLC5,121$238K0.15%+38713F-HRTimeline
Members Trust Co5,100$237K0.01%013F-HRTimeline
Arlington Financial Advisors, LLC5,062$236K0.03%-25113F-HRTimeline
Altiora Financial Group, LLC4,964$231K0.04%013F-HRTimeline
Avior Wealth Management, LLC4,947$230K0.01%-3613F-HRTimeline
Professional Financial Advisors, LLC4,885$227K0.05%+813F-HRTimeline
Balefire, LLC4,858$226K0.04%-6313F-HRTimeline
Facet Wealth, Inc.4,841$226K<0.01%new13F-HRTimeline
Beverly Hills Private Wealth, LLC4,792$223K0.04%-16813F-HR/ATimeline
SeaCrest Wealth Management, LLC4,778$223K0.02%new13F-HRTimeline
Destiny Wealth Partners, LLC4,749$222K0.03%-1,34613F-HRTimeline
VestGen Advisors, LLC4,741$221K0.01%new13F-HRTimeline
PMG Wealth Management, Inc.4,728$220K0.16%013F-HRTimeline
Quad-Cities Investment Group, LLC4,720$220K0.09%+12713F-HRTimeline
Investment Research Partners LLC4,684$218K0.09%013F-HRTimeline
SOROS CAPITAL MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC4,668$217K0.06%013F-HRTimelineGroup
Atlas Brown,Inc.4,666$217K0.06%-1,15513F-HRTimeline
Cadence Bank4,659$217K0.01%+13213F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC4,654$217K0.04%13F-HRTimeline
Capital Developers, LLC4,538$211K0.19%13F-HRTimeline
Magnus Financial Group LLC4,506$210K0.02%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,462$208K<0.01%+2,01813F-HRTimelineGroup
Texas Capital Bank Wealth Management Se…4,450$207K0.01%013F-HRTimeline
Magnolia Private Wealth, LLC4,425$206K0.14%-22913F-HRTimeline
JGP Wealth Management, LLC4,408$205K0.02%013F-HRTimeline
Sequent Planning LLC4,392$204K0.05%new13F-HRTimeline
XML Financial, LLC4,390$204K0.02%+6113F-HRTimeline
Financial Sense Advisors, Inc.4,365$203K0.04%-58213F-HRTimeline
Advisors Capital Management, LLC4,346$202K<0.01%new13F-HRTimeline
Gilbert & Cook, Inc.4,344$202K0.03%013F-HRTimeline
PATTEN & PATTEN INC/TN4,317$201K0.01%013F-HRTimeline
EHRLICH FINANCIAL GROUP4,307$200K0.11%013F-HRTimeline
Corsicana & Co.4,275$199K0.11%-11213F-HRTimeline
Founders Financial Alliance, LLC4,229$197K0.04%-1,03213F-HRTimeline
Wells Financial Advisors INC4,220$196K0.37%-11,68013F-HRTimeline
Merited Wealth, LLC3,927$183K0.17%13F-HRTimeline
MidAtlantic Capital Management, Inc.3,867$180K0.12%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,697$172K<0.01%new13F-HRTimeline
MeadowBrook Investment Advisors LLC3,266$152K0.13%013F-HRTimeline
Financial Management Professionals, Inc.3,243$151K0.02%013F-HRTimeline
Indiana Trust & Investment Management Co3,071$143K0.04%013F-HRTimeline
Strategic Wealth Partners, Ltd.2,900$135K0.01%-38,57213F-HRTimeline
Quest 10 Wealth Builders, Inc.2,817$131K0.12%+89413F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,809$131K0.02%013F-HRTimelineGroup
Finley Financial, LLC2,700$126K0.06%013F-HRTimeline
CVA Family Office, LLC2,675$124K0.01%+62713F-HRTimeline
OPTIMA CAPITAL LLC2,603$121K0.05%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,563$119K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.2,530$118K0.05%new13F-HRTimeline
Rialto Wealth Management, LLC2,512$117K0.03%-1,10013F-HRTimeline
Godfrey Financial Associates, Inc.2,508$117K0.1%13F-HRTimeline
Key Capital Management, INC2,507$117K0.12%13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,484$116K0.01%+74913F-HRTimelineGroup
New Millennium Group LLC2,344$109K0.05%-4713F-HRTimeline
BOK Financial Private Wealth, Inc.2,316$108K0.01%-1,97113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,314$108K0.01%+10613F-HRTimeline
Key Financial Inc2,313$108K0.02%+98213F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,200$102K0.01%013F-HRTimeline
SHP Wealth Management1,872$87.1K0.01%13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,813$84.4K0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.1,732$80.6K0.02%new13F-HRTimeline
Northwest Capital Management Inc1,710$79.6K0.34%-6,57013F-HRTimeline
GoalVest Advisory LLC1,625$75.6K0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.1,498$69.7K0.07%13F-HRTimeline
Bravera Wealth1,483$69K0.03%13F-HRTimeline
Private Wealth Asset Management, LLC1,474$68.6K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,454$67.7K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC1,451$67.5K0.01%+33913F-HRTimeline
Signature Equity Partners, LLC1,418$66K0.04%13F-HRTimeline
Investors Research Corp1,391$64.7K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,367$63.6K0.01%-95213F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC1,334$62.1K0.03%013F-HRTimeline
Ransom Advisory, Ltd1,225$57K0.02%new13F-HRTimeline
Nemes Rush Group LLC1,224$57K0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC1,172$54.5K0.01%-24213F-HRTimeline
Compass Financial Services Inc1,110$51.7K0.02%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,050$48.9K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC1,029$47.9K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.994$46.3K<0.01%-5813F-HRTimeline
Wealth Enhancement Trust Services, Inc.985$45.8K0.01%13F-HRTimeline
CX Institutional907$42K<0.01%+1313F-HRTimeline
REAP Financial Group, LLC870$40.5K0.01%-34213F-HRTimeline
Greykasell Wealth Strategies, Inc.808$37.6K0.01%-5,66413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO797$37.1K<0.01%013F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/767$35.7K0.01%013F-HRTimeline
Hurley Capital, LLC700$32.6K0.02%new13F-HRTimeline
Collier Financial691$32.2K0.02%+913F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC686$31.9K0.03%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.676$31.5K<0.01%+10213F-HRTimelineGroup
Decker Retirement Planning Inc.655$30.5K0.02%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED650$30.3K<0.01%-4,12313F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC650$30.3K0.02%13F-HRTimeline
Team Financial Group, LLC628$29.2K0.01%+913F-HRTimeline
Atomic Invest LLC608$28.4K0.02%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.607$28K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC600$27.9K<0.01%+613F-HRTimeline
Crewe Advisors LLC491$22.9K<0.01%-4,67813F-HRTimeline
Root Financial Partners, LLC489$22.8K<0.01%-71113F-HRTimeline
Palouse Capital Management, Inc.477$22.2K0.01%new13F-HRTimeline
Quent Capital, LLC474$22.1K<0.01%new13F-HRTimeline
HM PAYSON & CO447$20.8K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC441$20.5K0.01%13F-HRTimeline
Bernard Wealth Management Corp.425$19.8K0.01%013F-HRTimeline
Valued Wealth Advisors LLC373$17.4K0.01%-68813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…368$17.1K<0.01%new13F-HRTimelineGroup
WOLFF WIESE MAGANA LLC358$16.7K0.01%013F-HRTimeline
YANKCOM Partnership353$16.4K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp350$16.3K<0.01%013F-HRTimelineGroup
Robinswood Financial LLC339$15.8K0.01%-5113F-HRTimeline
Gunpowder Capital Management, LLC dba O…338$15.7K0.01%13F-HRTimeline
HFM Investment Advisors, LLC335$15.5K0.01%-2313F-HRTimeline
Keating Financial Advisory Services, In…323$15K<0.01%13F-HRTimeline
Cranbrook Wealth Management, LLC312$14.5K<0.01%013F-HRTimeline
Financial Perspectives, Inc305$14.2K<0.01%new13F-HRTimeline
Provident Wealth Management, LLC291$13.5K<0.01%-4213F-HRTimeline
Federation des caisses Desjardins du Qu…290$13.5K<0.01%013F-HRTimeline
Trust Co274$12.8K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA263$12.2K0.01%013F-HRTimeline
WFA of San Diego, LLC245$11.4K0.01%013F-HRTimeline
Versant Capital Management, Inc233$10.8K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.218$10K0.01%13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC213$9.91K0.01%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…207$9.63K<0.01%new13F-HRTimeline
Woodside Wealth Management LLC203$9.45K0.01%013F-HRTimeline
Center for Financial Planning, Inc.199$9.26K<0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV209$9K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC192$8.94K<0.01%-3613F-HRTimeline
Caldwell Trust Co184$8.56K<0.01%013F-HRTimeline
Stephens Consulting, LLC182$8.47K<0.01%new13F-HRTimeline
BAYBAN175$8.14K0.01%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.178$8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Copia Wealth Management164$7.63K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…153$7.12K<0.01%new13F-HRTimelineGroup
CITY HOLDING CO151$7.03K<0.01%new13F-HRTimeline
Crews Bank & Trust143$6.66K<0.01%013F-HRTimeline