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Disclosery

IUSB ISHARES TR

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SHS (fund)

847 managers (858 13F filers) reported a position in IUSB shares at 2026-06-30, 902,123,143 shares in all. 71 filers opened a position and 62 filers sold out during the quarter.

Managers
847
13F filers
858
New
71
Added
496
Reduced
183
Sold out
62
Shares held by filers
902,123,143

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
ARVEST INVESTMENTS, INC.267$12.3K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC262$12.1K<0.01%-7213F-HRTimeline
Versant Capital Management, Inc233$10.8K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC230$10.6K<0.01%new13F-HRTimeline
Milestone Investment Advisors LLC222$10.2K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC221$10.1K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…207$9.55K<0.01%013F-HRTimeline
EASTERN BANK200$9.23K<0.01%+5013F-HRTimeline
Tidemark, LLC188$8.68K<0.01%+3513F-HRTimeline
Caldwell Trust Co184$8.49K<0.01%013F-HRTimeline
BAYBAN175$8.08K0.01%013F-HRTimeline
Wilkerson Advisory Group LLC171$7.89K<0.01%new13F-HRTimeline
Timbuktu Capital Management, LLC153$7.06K0.01%13F-HRTimeline
CITY HOLDING CO151$6.97K<0.01%013F-HRTimeline
Copia Wealth Management147$6.78K<0.01%013F-HRTimeline
UMB Bank, n.a.146$6.74K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Center for Financial Planning, Inc.143$6.6K<0.01%013F-HRTimeline
Crews Bank & Trust143$6.6K<0.01%013F-HRTimeline
Rachor Investment Advisory Services, LLC138$6.39K<0.01%+113F-HRTimeline
CBIZ Investment Advisory Services, LLC137$6.33K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC136$6.28K<0.01%-5613F-HRTimeline
EPG Wealth Management LLC122$5.63K<0.01%013F-HRTimeline
CHELSEA COUNSEL CO109$5.03K<0.01%013F-HRTimeline
Caitlin John, LLC108$4.98K<0.01%013F-HRTimeline
Realta Investment Advisors105$4.84K<0.01%+113F-HRTimeline
Institute for Wealth Management, LLC.103$4.75K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC505,473$4.61K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC95$4.38K<0.01%+113F-HRTimeline
United Financial Planning Group LLC93$4.29K<0.01%013F-HRTimeline
SIGNATUREFD, LLC85$3.92K<0.01%013F-HRTimeline
Markowski Investments81$3.74K<0.01%13F-HRTimeline
Federation des caisses Desjardins du Qu…70$3.23K<0.01%013F-HRTimeline
TD Capital Management LLC67$3.09K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.45$2.1K<0.01%013F-HRTimeline
Burk Holdings LLC38$1.76K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.37$1.7K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC17$781<0.01%013F-HRTimeline
NorthAvenue LLC16$739<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC15$692<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…13$602<0.01%+813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10$462<0.01%-3013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …9$414<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC7$323<0.01%-1,58813F-HRTimeline
DecisionPoint Financial, LLC6$276<0.01%new13F-HRTimeline
Essential Partners LLC3$138<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC1$47<0.01%013F-HRTimeline
Abound Wealth Management0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.