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Disclosery

IUSB ISHARES TR

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SHS (fund)

720 managers (727 13F filers) reported a position in IUSB shares at 2024-12-31, 708,376,122 shares in all. 63 filers opened a position and 60 filers sold out during the quarter.

Managers
720
13F filers
727
New
63
Added
245
Reduced
294
Sold out
60
Shares held by filers
708,376,122

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding162,557,106$7.35B-20,221,392Timeline
BlackRock, Inc.in group BlackRock, Inc.68,321,475$3.09B0.06%+6,747,21713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP60,525,582$2.74B2.6%+6,586,27913F-HRTimelineGroup
LPL Financial LLC44,646,696$2.02B0.82%+5,315,98013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN42,531,915$1.92B0.46%+2,496,64113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY23,338,008$1.05B0.07%+1,721,99013F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,859,149$988M0.83%+1,371,82513F-HRTimelineGroup
CWM, LLCin group CWM, LLC18,881,700$853M3.54%-2,443,72113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,128,934$819M0.06%-2,587,97813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,898,086$493M5.07%-1,600,07113F-HRTimelineGroup
Cetera Investment Advisers10,437,128$472M0.99%-335,17913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,409,106$470M0.12%+197,71013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC9,718,320$439M0.74%+1,466,59313F-HRTimelineGroup
Janney Montgomery Scott LLC8,513,173$385M1.07%-1,173,84913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,500,093$384M0.07%-183,98713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC7,898,266$357M1.23%-556,35513F-HRTimeline
OneDigital Investment Advisors LLC7,715,329$349M4.04%-824,00913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,178,060$234M1.98%-669,52013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding4,905,360$222M-507,308Timeline
Wealthspire Advisors, LLC4,510,774$204M2.03%+226,96313F-HRTimeline
GeoWealth Management, LLC4,485,596$203M6.63%+513,34013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,070,347$184M0.07%13F-HR/ATimelineGroup
SigFig Wealth Management, LLC4,001,702$181M6.55%+65,24513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,542,446$160M0.23%-388,92813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,241,601$147M0.01%-132,76113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,112,441$141M0.03%+389,89913F-HRTimelineGroup
Sanctuary Advisors, LLC3,010,092$137M0.87%-39,80313F-HRTimeline
UBS Group AGin group UBS Group AG2,996,180$135M0.03%+104,17613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,934,440$133M0.14%-229,35913F-HRTimelineGroup
JB Capital LLC2,902,875$131M7.34%-434,79313F-HRTimeline
NewEdge Advisors, LLC2,843,715$129M0.77%+299,94213F-HRTimeline
Foundations Investment Advisors, LLC2,841,707$128M2.48%-232,88713F-HRTimeline
Allworth Financial LP2,690,403$122M0.67%+117,34413F-HRTimeline
Mason & Associates, LLC2,570,995$116M34.71%+97,48413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,537,055$114M0.26%-85,71613F-HR/ATimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,169,590$98.1M3%-268,32713F-HRTimelineGroup
Atria Wealth Solutions, Inc.2,136,638$96.6M1.06%-164,55413F-HRTimeline
MCMORGAN & CO LLC1,827,676$82.6M12.78%+37,30613F-HRTimeline
FMR LLCin group FMR LLC1,778,237$80.4M<0.01%+382,09313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,766,047$79.8M0.1%-273,94013F-HRTimelineGroup
Farther Finance Advisors, LLC1,680,738$76M2.75%+155,00813F-HRTimeline
Essential Planning, LLC.1,621,888$74.5M0.49%+1,596,88413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,586,302$72.7M0.14%-76,75213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,602,296$72.4M0.11%+77,61013F-HRTimelineGroup
Integrated Wealth Concepts LLC1,574,354$71.2M0.83%+240,87813F-HRTimeline
First Command Advisory Services, Inc.1,562,118$70.6M0.67%+176,82213F-HRTimeline
Sharkey, Howes & Javer1,558,165$70.4M9.89%-141,99913F-HRTimeline
Cambridge Investment Research Advisors,…1,474,729$66.7M0.22%-88,85213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,439,055$65M0.04%+21,99113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,402,030$63.4M0.17%+85,49713F-HRTimelineGroup
High Falls Advisors, Inc1,254,666$56.7M13.15%-179,64513F-HRTimeline
SteelPeak Wealth, LLC1,221,331$55.2M2.29%+46,10113F-HRTimeline
Compass Ion Advisors, LLC1,215,315$54.9M6.52%+62,05013F-HRTimeline
Atria Investments, Inc1,202,455$54.4M0.68%-266,30413F-HRTimeline
Icon Wealth Advisors, LLC1,098,952$49.7M4.09%-186,97113F-HRTimeline
Affinity Capital Advisors, LLC1,067,397$48M9.03%+73,31913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,060,607$47.9M+1,052,118Timeline
AVANTAX ADVISORY SERVICES, INC.1,019,408$46.1M0.29%-100,28113F-HRTimeline
Intelligence Driven Advisers, LLC988,985$44.7M8.41%-219,55313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…951,816$43M0.17%+52,97213F-HRTimelineGroup
Invst, LLC905,381$40.9M4.97%-83,41213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.902,580$40.8M0.08%+54,55513F-HRTimelineGroup
Horst & Graben Wealth Management LLC897,293$40.6M7.22%-128,41413F-HRTimeline
Destination Wealth Management891,091$40.3M1.26%+16,98413F-HRTimeline
Perigon Wealth Management, LLC890,116$40.2M0.99%-68,06513F-HRTimeline
Blue Trust, Inc.886,414$40.1M0.51%-40,06613F-HR/ATimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP878,965$39.7M0.29%+137,66613F-HRTimelineGroup
Stone House Investment Management, LLC878,026$39.7M10.08%-328,96313F-HRTimeline
Austin Private Wealth, LLC779,593$35.2M3.31%-186,89113F-HRTimeline
Avidian Wealth Enterprises, LLC777,266$35.1M1.58%+16,85213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp746,932$33.8M2.13%+229,33913F-HRTimelineGroup
JACOBSON & SCHMITT ADVISORS, LLC707,989$32M6.18%+23,17313F-HRTimeline
GM Advisory Group, LLC707,334$32M1.77%-14,05013F-HRTimeline
Stash Investments, LLC705,113$31.9M18%+67,76113F-HRTimeline
ONE Advisory Partners, LLC702,824$31.8M14.1%-93,31013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH694,957$31.4M9.26%+3,78313F-HRTimeline
Global Strategic Investment Solutions, …694,835$31.4M3.67%+233,87213F-HRTimeline
Strategic Blueprint, LLC680,112$30.7M1.83%-92,31013F-HRTimeline
Keystone Financial Services670,145$30.3M11.6%+5,69013F-HRTimeline
Stokes Family Office, LLC667,134$30.2M3.22%-100,85513F-HRTimeline
PAX Financial Group, LLC655,976$29.7M5.31%-52,38113F-HRTimeline
Savvy Advisors, Inc.640,148$28.9M3.48%+169,00413F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…636,275$28.8M1.63%-55,34713F-HRTimeline
Modern Wealth Management, LLC625,866$28.3M1.06%+554,49413F-HR/ATimeline
INTEGRITY ALLIANCE, LLC.614,736$27.8M3.01%13F-HRTimeline
Trek Financial, LLC612,117$27.7M2.07%-31,28213F-HRTimeline
&PARTNERS611,999$27.6M0.33%+235,40313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers599,615$27.1M0.05%+547,75113F-HRTimelineGroup
Composition Wealth, LLC598,708$27.1M0.55%+72,72613F-HRTimeline
OARSMAN CAPITAL, INC.583,742$26.4M4.6%+81,06713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management581,972$26.3M0.38%-156,05613F-HRTimelineGroup
Orion Porfolio Solutions, LLC577,372$26.1M0.26%-248,53313F-HRTimeline
Orion Portfolio Solutions, LLC577,372$26.1M0.26%-248,53313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC568,311$25.7M10.85%+19,87113F-HRTimeline
Diversified Portfolios, Inc.559,800$25.3M2.76%-142,23013F-HRTimeline
AE Wealth Management LLC557,915$25.2M0.21%-81,47613F-HRTimeline
Bay Harbor Wealth Management, LLC548,133$24.8M8.04%-43,59613F-HRTimeline
ORG Partners LLC531,589$24M3.26%+28,97013F-HRTimeline
HighTower Advisors, LLC526,615$23.8M0.03%-110,67113F-HRTimeline
CFS Investment Advisory Services, LLC511,423$23.1M2.07%-128,47113F-HRTimeline
WEALTH ALLIANCE, LLC504,299$22.8M2.73%-49,91413F-HRTimeline
One Wealth Advisors, LLC493,312$22.3M3.31%-112,95413F-HRTimeline
WCG Wealth Advisors LLC478,821$21.6M1.43%+20,38013F-HRTimeline
Shared Vision Wealth Group LLC473,048$21.4M11.25%-12,37013F-HRTimeline
RFG Advisory, LLC466,910$21.1M0.6%+56513F-HRTimeline
Merit Financial Group, LLC466,817$21.1M0.38%+175,20013F-HRTimeline
Spectrum Wealth Counsel, LLC460,958$20.8M2.45%-46,90813F-HRTimeline
Aptus Capital Advisors, LLC457,535$20.7M0.25%+390,62413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP445,112$20.1M0.03%-91713F-HRTimelineGroup
Skyline Advisors, Inc.440,889$19.9M7.73%new13F-HRTimeline
Compound Planning, Inc.433,764$19.6M0.99%+149,83213F-HRTimeline
FINANCIAL LIFE ADVISORS432,499$19.5M7.34%+13,79113F-HRTimeline
Regal Investment Advisors LLC430,820$19.5M1.46%-37,27113F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …425,304$19.2M2.76%13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding423,786$19.2M-4,097Timeline
GUARDIAN WEALTH ADVISORS, LLC / NC420,485$19M1.52%new13F-HRTimeline
BANK OF HAWAII414,195$18.7M1.04%-10,73813F-HRTimeline
Bensler, LLC409,478$18.5M2.2%+32,71913F-HRTimeline
True Vision MN LLC404,067$18.3M10.84%-41,35813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC400,685$18.1M0.41%+169,69713F-HRTimelineGroup
Central Pacific Bank - Trust Division391,810$17.7M2.32%+48,65713F-HRTimeline
Sovran Advisors, LLC392,031$17.5M2.5%13F-HRTimeline
Advus Financial Partners, LLC388,001$17.5M7.51%+47,22913F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC381,040$17.2M0.69%-18,24213F-HRTimelineGroup
Firestone Capital Management362,745$16.4M4.08%-25,30613F-HRTimeline
West Wealth Group, LLC358,298$16.2M4.83%+13,43913F-HRTimeline
5T Wealth, LLC354,141$16M8.77%13F-HRTimeline
KWB Wealth331,720$15.6M1.94%+113,19513F-HRTimeline
Mutual Advisors, LLC342,927$15.5M0.45%+67,80713F-HRTimeline
Opes Wealth Management LLC338,615$15.3M3.14%+5,55713F-HRTimeline
Hoxton Planning & Management, LLC336,702$15.2M5.82%-35,52213F-HRTimeline
B. Riley Wealth Advisors, Inc.330,219$14.9M0.49%-467,47613F-HRTimeline
Private Advisor Group, LLC315,029$14.2M0.08%+37,62013F-HRTimeline
SWP FINANCIAL LLC312,820$14.1M8.53%+121,09513F-HRTimeline
Tennessee Valley Asset Management Partn…312,345$14.1M2.36%-10,35413F-HRTimeline
WealthShield Partners, LLC311,579$14.1M2%-15,97513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC310,344$13.9M2.32%-18,54213F-HRTimeline
FFG RETIREMENT ADVISORS LLC306,958$13.9M9.07%+41,86013F-HRTimeline
COMERICA BANK301,612$13.6M0.05%+80,85613F-HR/ATimeline
Apeiron RIA LLC299,152$13.5M3.78%-64,49313F-HRTimeline
Forum Private Client Group LLC289,784$13.1M5.83%+13,24713F-HRTimeline
Old North State Trust, LLC285,180$12.9M8.2%+264,50313F-HRTimeline
Rothschild Wealth LLC283,169$12.8M3.74%+272,13913F-HRTimeline
Waverly Advisors, LLC282,865$12.8M0.2%+275,53313F-HRTimeline
Claro Advisors Inc.280,261$12.7M1.71%-54,84013F-HRTimeline
PFG Advisors278,153$12.6M0.77%+4,01213F-HRTimeline
Global Retirement Partners, LLC276,321$12.5M0.36%+59,61813F-HRTimeline
TSA Wealth Managment LLC265,871$12M4.89%-1,93313F-HRTimeline
D.A. DAVIDSON & CO.263,395$11.9M0.1%+21,98013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC263,132$11.9M5.29%+64913F-HRTimeline
Atlatl Advisers LLC258,366$11.7M6.85%13F-HRTimeline
Elite Financial, Inc.258,017$11.7M6.32%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC257,345$11.6M0.26%+23,52113F-HRTimelineGroup
Leslie Global Wealth, LLC254,393$11.5M5.34%new13F-HRTimeline
Collier Financial252,069$11.4M10.18%13F-HRTimeline
Security Financial Services, INC.251,548$11.4M2.32%-10,90813F-HRTimeline
My Legacy Advisors, LLC246,904$11.1M4.32%-15,88913F-HRTimeline
Leonard Rickey Investment Advisors P.L.…245,618$11.1M2.56%+6,12413F-HRTimeline
Smith Salley Wealth Management244,507$11.1M0.71%+6,03713F-HRTimeline
First Horizon Advisors, Inc.243,395$11M0.31%-77,74413F-HRTimeline
KICKSTAND VENTURES, LLC.241,407$10.9M2.79%-54,25213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC240,436$10.9M1.36%+45,04513F-HRTimeline
Summit Financial, LLC239,651$10.8M0.38%+55,63313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV234,921$10.6M0.03%+5,61713F-HRTimeline
Scarborough Advisors, LLC233,817$10.6M1.49%-1,27013F-HRTimeline
Financial Engines Advisors L.L.C.232,475$10.5M0.02%+168,52613F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …233,357$10.4M0.58%-9,72413F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC226,179$10.2M0.12%-27,89313F-HRTimeline
Orgel Wealth Management, LLC223,365$10.1M0.26%-4,71113F-HRTimeline
Galvin, Gaustad & Stein, LLC223,221$10.1M0.9%+8,54613F-HRTimeline
LVW Advisors, LLC219,508$9.92M1.22%+6,35813F-HRTimeline
DOHJ, LLC216,439$9.78M2.26%+23,12413F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC216,196$9.77M4.96%13F-HRTimeline
EWA, LLC215,984$9.76M3.67%+8,01213F-HRTimeline
Csenge Advisory Group215,347$9.73M0.53%-11,62913F-HRTimeline
Mayflower Financial Advisors, LLC214,676$9.7M1.45%-39,11113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…212,164$9.59M0.02%+103,96613F-HR/ATimeline
World Investment Advisors211,148$9.54M0.26%-52,36013F-HRTimeline
Kilter Group LLC199,007$9M5.85%13F-HRTimeline
Mosley Wealth Management196,721$8.94M5.54%-5,90413F-HRTimeline
Independent Advisor Alliance190,249$8.6M0.11%new13F-HRTimeline
Triangle Securities Wealth Management189,781$8.58M2.2%+5,11213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Alpha Zero LLC188,107$8.5M6.49%13F-HRTimeline
Veridan Wealth LLC187,176$8.48M3.97%13F-HRTimeline
Focus Financial Network, Inc.187,476$8.47M0.34%-45,13813F-HRTimeline
Advisory Services Network, LLC186,554$8.43M0.16%-9,60013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC185,179$8.37M0.19%+15,30813F-HRTimelineGroup
Cypress Wealth Services, LLC184,782$8.35M1.68%-24,30913F-HRTimeline
R. W. Roge & Company, Inc.184,664$8.35M4.5%-3,69813F-HRTimeline
Summit Wealth Partners, LLC183,740$8.31M1.71%+37,95413F-HRTimeline
Barnes Wealth Management Group, Inc179,333$8.11M5.44%13F-HRTimeline
Copperleaf Capital, LLC176,296$7.97M5.05%+6,89513F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC173,552$7.84M3.02%+30,23413F-HRTimeline
Trivium Point Advisory, LLC173,518$7.84M0.99%+10,41913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC172,256$7.78M0.74%-47,53413F-HR/ATimeline
Snowden Capital Advisors LLC171,703$7.76M0.24%-15,53313F-HRTimeline
Centurion Wealth Management LLC170,999$7.73M2.42%-104,71613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC169,283$7.65M0.02%+161,13013F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES168,271$7.61M2.88%-193,65013F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.166,669$7.53M7.16%13F-HRTimeline