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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
CBIZ Investment Advisory Services, LLC137$6.38K<0.01%013F-HRTimeline
EPG Wealth Management LLC129$6.01K<0.01%013F-HRTimeline
Operose Advisors LLC114$5.29K<0.01%-4,40813F-HRTimeline
CHELSEA COUNSEL CO109$5.07K<0.01%013F-HRTimeline
Caitlin John, LLC108$5.03K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…108$5.03K<0.01%013F-HRTimeline
Planning Project LLC105$4.87K<0.01%13F-HRTimeline
Realta Investment Advisors103$4.79K<0.01%+113F-HRTimeline
Princeton Global Asset Management LLC93$4.34K<0.01%+113F-HRTimeline
United Financial Planning Group LLC93$4.33K<0.01%-97013F-HRTimeline
Wiser Advisor Group LLC91$4.25K<0.01%-7913F-HRTimeline
Bogart Wealth, LLC91$4.24K<0.01%013F-HRTimeline
SIGNATUREFD, LLC85$3.96K<0.01%013F-HRTimeline
BankChampaign, National Association120$3.26K<0.01%13F-HRTimeline
TD Capital Management LLC67$3.12K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.59$2.77K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.45$2.08K<0.01%+113F-HRTimeline
ALERUS FINANCIAL NA40$1.86K<0.01%-22413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS40$1.86K<0.01%013F-HRTimelineGroup
Imprint Wealth LLC25$1.16K0.01%-2513F-HRTimeline
Archer Investment Corp20$931<0.01%013F-HRTimeline
Salomon & Ludwin, LLC17$792<0.01%013F-HRTimeline
HighMark Wealth Management LLC10$476<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …9$420<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5$230<0.01%+113F-HRTimelineGroup
Global Wealth Strategies & Associates4$186<0.01%013F-HRTimeline
Essential Partners LLC3$140<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…2$93<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC1$47<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC1$47<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC1$47<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1$47<0.01%new13F-HRTimeline
Pillar Financial Advisors, LLC1$47<0.01%new13F-HRTimeline
BLUELINE ADVISORS LLC0$2<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
NBT BANK, N.A.in group NBT BANK, N.A.47$903K013F-HRTimelineGroupValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.