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Disclosery

IUSB ISHARES TR

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SHS (fund)

840 managers (849 13F filers) reported a position in IUSB shares at 2026-03-31, 769,594,595 shares in all. 70 filers opened a position and 59 filers sold out during the quarter.

Managers
840
13F filers
849
New
70
Added
463
Reduced
216
Sold out
59
Shares held by filers
769,594,595

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Madison Wealth Partners, Inc8,026$371K0.06%+2013F-HRTimeline
Asset One Wealth Management LLC7,816$362K0.04%-72413F-HRTimeline
Kathmere Capital Management, LLC7,829$362K0.02%+5413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK7,798$360K<0.01%+2,64013F-HRTimelineGroup
SC&H Financial Advisors, Inc.7,742$358K0.05%+1513F-HRTimeline
Global Financial Private Client, LLC7,722$357K0.12%+37013F-HRTimeline
CHOREO, LLC7,710$356K<0.01%+4113F-HRTimeline
Next Level Private LLC7,705$356K0.08%new13F-HRTimeline
Koshinski Asset Management, Inc.7,663$354K0.02%013F-HRTimeline
TRUE Private Wealth Advisors7,626$352K0.03%-82613F-HRTimeline
Meridian Wealth Management, LLC7,624$352K0.01%+2413F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…7,613$352K0.05%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,583$350K0.03%new13F-HRTimelineGroup
Plan Group Financial, LLC7,583$350K0.08%new13F-HRTimeline
Centennial Advisors, LLC7,575$350K0.45%+1,85613F-HRTimeline
UNIQUE WEALTH, LLC7,533$348K0.05%new13F-HRTimeline
Syntegra Private Wealth Group, LLC7,433$343K0.03%+6913F-HRTimeline
City State Bank7,384$341K0.09%-9313F-HRTimeline
NOVEM GROUP7,274$336K0.04%+23113F-HRTimeline
Trilogy Capital Inc.7,143$330K0.01%+17213F-HRTimeline
Independent Wealth Network Inc.7,052$326K0.1%+3213F-HRTimeline
Atwater Malick LLC7,033$325K0.09%new13F-HRTimeline
ETF Store, Inc.7,031$325K0.32%+19313F-HRTimeline
Fisher Asset Management, LLC7,022$324K<0.01%-44913F-HRTimeline
Vermillion & White Wealth Management Gr…7,005$324K0.19%013F-HR/ATimeline
PACIFIC FINANCIAL GROUP INC6,977$322K0.17%+1,12313F-HRTimeline
Torrey-Payne Wealth Management, LLC6,976$322K0.3%013F-HRTimeline
Orcam Financial Group6,943$321K0.23%new13F-HRTimeline
Valtrion Capital Management, LLC6,917$320K0.3%+15913F-HRTimeline
Flagship Private Wealth, LLC6,897$319K0.13%+313F-HRTimeline
Tennessee Valley Asset Management Partn…6,875$318K0.04%+1,02813F-HRTimeline
LANARK FINANCIAL, INC.6,835$316K0.02%+6813F-HRTimeline
TIAAgroup of 2 filers holding6,833$316K-4,260Timeline
Proactive Wealth Strategies LLC6,786$313K0.06%new13F-HRTimeline
HB Wealth Management, LLC6,756$312K<0.01%+1413F-HRTimeline
Opal Wealth Advisors, LLC6,676$308K0.07%-8,22713F-HRTimeline
NewEdge Wealth, LLC6,636$307K<0.01%+1,38013F-HRTimeline
Fermata Advisors, LLC6,622$306K0.07%+1,40813F-HRTimeline
BAM Wealth Management, LLC6,610$305K0.23%-78513F-HRTimeline
180 WEALTH ADVISORS, LLC6,527$301K0.03%+46413F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC6,492$300K0.03%013F-HRTimelineGroup
Axis Wealth Partners, LLC6,436$297K0.16%+72313F-HRTimeline
SOROS CAPITAL MANAGEMENT LLCin group SOROS FUND MANAGEMENT LLC6,436$297K0.13%+1,76813F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC6,376$295K0.02%013F-HRTimeline
Facet Wealth, Inc.6,231$288K<0.01%+1,39013F-HRTimeline
Strathmore Capital Advisors, Inc.6,188$287K0.08%new13F-HRTimeline
Bellwether Advisors, LLC6,161$285K0.05%+5613F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC6,127$283K0.08%-2,87813F-HRTimeline
BEACON FINANCIAL GROUP5,993$277K0.03%+22613F-HRTimeline
HORAN Wealth, LLC5,882$274K0.03%013F-HRTimeline
Pinnacle Bancorp, Inc.5,923$274K0.08%+31913F-HRTimeline
Town Capital LLC5,915$273K0.22%-21,08813F-HRTimeline
Apex Wealth Management, LLC5,898$272K0.19%-77113F-HRTimeline
Merited Wealth, LLC5,882$272K0.23%+1,95513F-HRTimeline
BDFS Capital LLC5,879$272K0.13%+49313F-HRTimeline
Sequent Planning LLC5,811$268K0.06%+1,41913F-HRTimeline
Sunbelt Securities, Inc.5,792$268K0.02%-10313F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP5,789$267K0.04%new13F-HRTimeline
Riverbend Wealth Management, LLC5,727$265K0.16%+9613F-HRTimeline
Pointe Capital Management LLC5,710$264K0.13%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC5,699$263K0.03%013F-HRTimeline
Impact Capital Partners LLC5,642$261K0.08%+10713F-HRTimeline
CIBC WORLD MARKET INC.5,637$260K<0.01%new13F-HRTimeline
Winter & Associates, Inc.5,590$258K0.23%-24913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK5,549$256K<0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC5,508$254K0.05%+1,27913F-HRTimeline
Darden Wealth Group Inc5,491$254K0.13%-30513F-HRTimeline
Successful Portfolios LLC5,491$254K0.14%013F-HRTimeline
MAI Capital Management5,423$251K<0.01%-1,30713F-HRTimeline
Fortune Financial Advisors, LLC5,402$250K0.13%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,370$248K<0.01%+613F-HRTimelineGroup
PSI Advisors, LLC5,353$247K0.06%new13F-HRTimeline
AMG National Trust Bank5,321$246K0.01%new13F-HRTimeline
MidAtlantic Capital Management, Inc.5,280$244K0.17%+1,41313F-HRTimeline
Wilmington Savings Fund Society, FSB5,211$241K0.01%013F-HRTimeline
Willis Johnson & Associates, Inc.5,192$240K0.01%new13F-HRTimeline
Brio Consultants, LLC5,186$239K0.03%-56813F-HRTimeline
Atlas Brown,Inc.5,155$238K0.07%+48913F-HRTimeline
SMART Wealth LLC5,114$236K0.07%new13F-HRTimeline
Members Trust Co5,100$236K0.01%013F-HRTimeline
Quad-Cities Investment Group, LLC4,988$230K0.09%+26813F-HRTimeline
Freedom Investment Management, Inc.4,980$230K0.07%-4,73913F-HRTimeline
Altiora Financial Group, LLC4,964$229K0.04%013F-HRTimeline
Key Capital Management, INC4,952$229K0.15%+2,44513F-HRTimeline
Avior Wealth Management, LLC4,877$225K0.01%-7013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…4,869$225K0.03%-1,89313F-HRTimeline
United Community Bankin group United Community Bank4,866$225K0.07%new13F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.4,755$220K0.04%new13F-HRTimeline
Investment Research Partners LLC4,684$216K0.09%013F-HRTimeline
Avail Investment Partners, LLC4,684$216K0.23%13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO4,650$215K<0.01%-4,29813F-HRTimelineGroup
Blackston Financial Advisory Group, LLC4,639$214K0.13%new13F-HRTimeline
OLD MISSION CAPITAL LLC4,629$214K0.01%-23,93013F-HRTimeline
Beverly Hills Private Wealth, LLC4,589$212K0.04%-20313F-HRTimeline
Bison Wealth, LLC4,608$212K0.02%-67413F-HRTimeline
Corsicana & Co.4,587$211K0.13%+31213F-HRTimeline
Bridgewealth Advisory Group, LLC4,564$211K0.04%-3,01113F-HRTimeline
Capital Developers, LLC4,538$210K0.19%013F-HRTimeline
Citrine Capital LLC4,517$209K0.09%new13F-HRTimeline
DecisionMap Wealth Management, LLC4,516$209K0.13%-60513F-HRTimeline
Magnolia Private Wealth, LLC4,504$208K0.14%+7913F-HRTimeline
Triton Financial Group Inc4,425$205K0.36%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,422$204K0.01%-5,69413F-HRTimelineGroup
XML Financial, LLC4,420$204K0.02%+3013F-HRTimeline
Serenity Investment Advisors4,439$204K0.1%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,387$203K<0.01%-7513F-HRTimelineGroup
Financial Sense Advisors, Inc.4,366$202K0.04%+113F-HRTimeline
Gilbert & Cook, Inc.4,344$201K0.03%013F-HRTimeline
Destiny Wealth Partners, LLC4,341$201K0.02%-40813F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,045$187K0.06%-2,05313F-HRTimeline
Wellington Grp LLC3,928$181K0.06%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC3,866$179K0.01%-6,96213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,704$171K<0.01%+713F-HRTimeline
MeadowBrook Investment Advisors LLC3,266$151K0.13%013F-HRTimeline
Financial Management Professionals, Inc.3,243$150K0.02%013F-HRTimeline
Indiana Trust & Investment Management Co3,071$142K0.04%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,947$136K0.02%+74713F-HRTimeline
Quest 10 Wealth Builders, Inc.2,895$134K0.12%+7813F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,809$130K0.02%013F-HRTimelineGroup
Key Financial Inc2,768$128K0.02%+45513F-HRTimeline
Finley Financial, LLC2,700$125K0.06%013F-HRTimeline
CVA Family Office, LLC2,675$124K0.01%013F-HRTimeline
Rialto Wealth Management, LLC2,578$119K0.03%+6613F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,563$118K<0.01%013F-HR/ATimeline
Godfrey Financial Associates, Inc.2,508$116K0.1%013F-HRTimeline
Strategic Wealth Partners, Ltd.2,437$113K0.01%-46313F-HRTimeline
Wells Financial Advisors INC2,420$112K0.51%-1,80013F-HRTimeline
BOK Financial Private Wealth, Inc.2,380$110K0.01%+6413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,199$102K0.01%-11513F-HRTimeline
MidFirst Bank2,126$98.2K0.01%new13F-HRTimeline
Qube Research & Technologies Ltd1,942$89.7K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,813$83.7K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,735$80.1K0.01%-74913F-HRTimelineGroup
WEST PACES ADVISORS INC.1,732$80K0.02%013F-HRTimeline
AlphaCore Capital LLC1,702$78.6K<0.01%+67313F-HRTimeline
Dunhill Financial, LLC1,595$73.7K0.02%new13F-HRTimeline
Birchwood Financial Partners, Inc.1,498$69.2K0.07%013F-HRTimeline
Signature Equity Partners, LLC1,495$69K0.04%+7713F-HRTimeline
Bravera Wealth1,483$68.5K0.03%013F-HRTimeline
Private Wealth Asset Management, LLC1,474$68.1K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …1,404$64.9K0.01%+3713F-HRTimelineGroup
Investors Research Corp1,391$64.2K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,375$63.5K<0.01%-7913F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC1,334$61.6K0.03%013F-HRTimeline
Nemes Rush Group LLC1,224$56.5K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,176$54.3K<0.01%+12613F-HRTimelineGroup
Glen Eagle Advisors, LLC1,172$54.1K0.01%013F-HRTimeline
SHP Wealth Management1,155$53.4K<0.01%-71713F-HRTimeline
Anchor Investment Management, LLC1,112$51.4K<0.01%-33913F-HRTimeline
Wealth Enhancement Trust Services, Inc.985$45.5K0.01%013F-HRTimeline
Financial Freedom, LLC966$44.6K0.02%new13F-HRTimeline
FAS Wealth Partners, Inc.942$43.5K<0.01%-5213F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC915$42.3K<0.01%13F-HRTimelineGroup
Advocate Investing Services LLC911$42.1K0.04%new13F-HRTimeline
REAP Financial Group, LLC870$40.2K0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.808$37.3K0.02%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO797$36.8K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC793$36.6K<0.01%new13F-HR/ATimeline
FIRST FINANCIAL CORP /IN/767$35.4K0.01%013F-HRTimeline
Collier Financial697$32.2K0.02%+613F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC686$31.7K0.03%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED649$30K<0.01%-113F-HRTimeline
Team Financial Group, LLC633$29.2K0.01%+513F-HRTimeline
Atomic Invest LLC623$28.7K0.01%+1513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.607$28K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.607$28K0.01%013F-HRTimeline
PINNEY & SCOFIELD, INC.593$27.4K0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC565$26.1K0.02%-8513F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST500$23.1K0.01%13F-HRTimeline
Crewe Advisors LLC491$22.7K<0.01%013F-HRTimeline
Root Financial Partners, LLC489$22.6K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC485$22.4K0.01%new13F-HRTimeline
HM PAYSON & CO447$20.6K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC444$20.5K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.425$19.6K0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC404$18.7K0.01%-3713F-HRTimeline
Valued Wealth Advisors LLC373$17.2K0.01%013F-HRTimeline
Keating Financial Advisory Services, In…372$17.2K<0.01%+4913F-HRTimeline
YANKCOM Partnership353$16.3K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp350$16.2K<0.01%013F-HRTimelineGroup
Robinswood Financial LLC339$15.7K<0.01%013F-HR/ATimeline
Gunpowder Capital Management, LLC dba O…338$15.6K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC337$15.6K0.01%-2113F-HRTimeline
HFM Investment Advisors, LLC334$15.5K0.01%-113F-HRTimeline
Owl Creek Wealth Partners LLC331$15.3K0.01%13F-HRTimeline
True Link Financial Advisors, LLC319$14.7K<0.01%new13F-HR/ATimeline
Cranbrook Wealth Management, LLC312$14.4K<0.01%013F-HRTimeline
Financial Perspectives, Inc307$14.2K<0.01%+213F-HRTimeline
Provident Wealth Management, LLC291$13.4K<0.01%013F-HRTimeline
Trust Co275$12.7K<0.01%+113F-HRTimeline
WFA of San Diego, LLC245$11.3K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…235$10.9K0.01%+8213F-HRTimelineGroup
Versant Capital Management, Inc233$10.8K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC222$10.3K0.01%+913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…207$9.56K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC192$8.87K<0.01%013F-HRTimeline
Caldwell Trust Co184$8.5K<0.01%013F-HRTimeline
BAYBAN175$8.08K0.01%013F-HRTimeline
Tidemark, LLC153$7.07K<0.01%new13F-HRTimeline
CITY HOLDING CO151$6.97K<0.01%013F-HRTimeline