Skip to content
Disclosery

IUSB ISHARES TR

Follow

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
EASTERN BANK150$6.93K<0.01%new13F-HRTimeline
Copia Wealth Management147$6.79K<0.01%-1713F-HRTimeline
UMB Bank, n.a.146$6.74K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Center for Financial Planning, Inc.143$6.61K<0.01%-5613F-HRTimeline
Crews Bank & Trust143$6.61K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC137$6.33K<0.01%013F-HRTimeline
Rachor Investment Advisory Services, LLC137$6.33K<0.01%new13F-HRTimeline
EPG Wealth Management LLC122$5.63K<0.01%-713F-HRTimeline
CHELSEA COUNSEL CO109$5.04K<0.01%013F-HR/ATimeline
Caitlin John, LLC108$4.99K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…108$4.99K<0.01%013F-HRTimeline
Realta Investment Advisors104$4.79K<0.01%+113F-HRTimeline
Princeton Global Asset Management LLC94$4.34K<0.01%+113F-HRTimeline
United Financial Planning Group LLC93$4.3K<0.01%013F-HRTimeline
Bogart Wealth, LLC91$4.2K<0.01%013F-HRTimeline
SIGNATUREFD, LLC85$3.93K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…70$3.23K<0.01%-22013F-HRTimeline
TD Capital Management LLC67$3.1K<0.01%013F-HRTimeline
Clark Wealth Partners56$2.59K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…50$2.31K<0.01%-31813F-HRTimelineGroup
SOA Wealth Advisors, LLC.45$2.08K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA40$1.85K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS40$1.85K<0.01%013F-HRTimelineGroup
Burk Holdings LLC38$1.76K<0.01%new13F-HRTimeline
Dixon Mitchell Investment Counsel Inc.26$1.2K<0.01%new13F-HRTimeline
Imprint Wealth LLC25$1.16K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.12$1K<0.01%-16613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Archer Investment Corp20$924<0.01%013F-HRTimeline
Salomon & Ludwin, LLC17$785<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC15$693<0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …9$416<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5$228<0.01%013F-HRTimelineGroup
Global Wealth Strategies & Associates4$185<0.01%013F-HRTimeline
Essential Partners LLC3$139<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC1$47<0.01%013F-HRTimeline
BLUELINE ADVISORS LLC0$2<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Abound Wealth Management0$1<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Silver Grove Financial Group, Inc.0$1<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
BESSEMER GROUP INCin group BESSEMER GROUP INC2$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios.
OGOREK ANTHONY JOSEPH /NY/ /ADV0$00%-20913F-HR/ATimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.