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Disclosery

IUSB ISHARES TR

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SHS (fund)

732 managers (739 13F filers) reported a position in IUSB shares at 2025-03-31, 705,296,443 shares in all. 68 filers opened a position and 52 filers sold out during the quarter.

Managers
732
13F filers
739
New
68
Added
274
Reduced
322
Sold out
52
Shares held by filers
705,296,443

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding158,338,339$7.3B-4,218,767Timeline
BlackRock, Inc.in group BlackRock, Inc.64,507,261$2.97B0.06%-3,814,21413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP62,382,141$2.87B2.57%+1,856,55913F-HR/ATimelineGroup
LPL Financial LLC48,049,515$2.21B0.86%+3,402,81913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN42,291,612$1.95B0.47%-240,30313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…22,986,670$1.06B0.87%+1,127,52113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY22,634,992$1.04B0.07%-703,01613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,164,061$837M0.06%+35,12713F-HRTimelineGroup
CWM, LLCin group CWM, LLC18,072,843$833M3.32%-808,85713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC11,434,147$527M0.88%+1,715,82713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,891,893$502M6.17%-6,19313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,859,467$500M0.14%+450,36113F-HRTimelineGroup
Cetera Investment Advisers9,477,823$437M0.85%-959,30513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,000,356$415M0.08%+500,26313F-HRTimelineGroup
Janney Montgomery Scott LLC8,629,011$398M1.13%+115,83813F-HRTimeline
MML INVESTORS SERVICES, LLC8,355,660$385M1.28%+457,39413F-HRTimeline
OneDigital Investment Advisors LLC7,704,818$355M4.21%-10,51113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding5,536,971$255M+631,611Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,972,439$229M1.97%-205,62113F-HRTimelineGroup
Wealthspire Advisors, LLC4,488,866$207M1.24%-21,90813F-HRTimeline
GeoWealth Management, LLC4,447,028$205M8.23%-38,56813F-HRTimeline
SigFig Wealth Management, LLC4,092,523$188M6.8%+90,82113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,056,934$187M0.07%-13,41313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,537,904$163M0.23%-4,54213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,180,556$147M0.03%+68,11513F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP3,053,425$141M0.15%+118,98513F-HRTimelineGroup
Foundations Investment Advisors, LLC3,034,964$140M2.58%+193,25713F-HRTimeline
Sanctuary Advisors, LLC2,956,054$136M0.96%-54,03813F-HRTimeline
JB Capital LLC2,947,966$136M7.49%+45,09113F-HRTimeline
NewEdge Advisors, LLC2,777,336$128M0.76%-66,37913F-HRTimeline
UBS Group AGin group UBS Group AG2,742,208$126M0.03%-253,97213F-HRTimelineGroup
Mason & Associates, LLC2,693,402$124M35.75%+122,40713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,686,171$124M0.01%-555,43013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,574,041$119M0.26%+36,98613F-HRTimelineGroup
Allworth Financial LP2,583,318$118M0.67%-107,08513F-HRTimeline
Atria Wealth Solutions, Inc.2,089,408$96.3M1.16%-47,23013F-HRTimeline
Farther Finance Advisors, LLC2,021,255$93.1M2.38%+340,51713F-HRTimeline
First Command Advisory Services, Inc.1,808,537$83.3M0.8%+246,41913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,734,743$79.9M0.11%-31,30413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,694,412$78.1M0.13%+92,11613F-HRTimelineGroup
MCMORGAN & CO LLC1,665,126$76.7M12.28%-162,55013F-HRTimeline
Cambridge Investment Research Advisors,…1,598,638$73.7M0.25%+123,90913F-HRTimeline
FMR LLCin group FMR LLC1,592,288$73.4M<0.01%-185,94913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,562,125$71.6M0.16%-24,17713F-HR/ATimelineGroup
Sharkey, Howes & Javer1,460,410$67.3M9.63%-97,75513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,451,997$66.9M0.18%+49,96713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,431,447$66M0.03%-7,60813F-HRTimelineGroup
Integrated Wealth Concepts LLC1,425,909$65.7M0.77%-148,44513F-HRTimeline
Compass Ion Advisors, LLC1,417,985$65.3M7.7%+202,67013F-HRTimeline
Atria Investments, Inc1,368,657$63.1M0.81%+166,20213F-HRTimeline
SteelPeak Wealth, LLC1,336,425$61.6M2.62%+115,09413F-HRTimeline
SOFI WEALTH, LLC1,241,951$57.2M4.3%+1,214,95813F-HRTimeline
High Falls Advisors, Inc1,230,325$56.7M13.31%-24,34113F-HRTimeline
Baker Avenue Asset Management, LP1,222,802$56.3M1.77%new13F-HRTimeline
Icon Wealth Advisors, LLC1,170,788$53.9M4.44%+71,83613F-HRTimeline
Stone House Investment Management, LLC1,120,146$51.6M10.46%+242,12013F-HRTimeline
Affinity Capital Advisors, LLC1,142,537$51.6M10.22%+75,14013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,064,941$49.1M+4,334Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,051,036$48.4M1.45%-1,118,55413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.1,035,156$47.7M0.29%+15,74813F-HRTimeline
Avidian Wealth Enterprises, LLC972,031$44.8M1.99%+194,76513F-HRTimeline
Intelligence Driven Advisers, LLC970,924$44.7M8.62%-18,06113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…947,390$43.7M0.17%-4,42613F-HRTimelineGroup
Savvy Advisors, Inc.937,531$43.2M4.34%+297,38313F-HRTimeline
Destination Wealth Management924,961$42.6M1.34%+33,87013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.905,762$41.7M0.08%+3,18213F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP881,313$40.6M0.3%+2,34813F-HRTimelineGroup
Horst & Graben Wealth Management LLC873,600$40.3M7.22%-23,69313F-HRTimeline
Blue Trust, Inc.856,656$39.5M0.51%-29,75813F-HRTimeline
Austin Private Wealth, LLC843,785$38.9M3.49%+64,19213F-HRTimeline
Global Strategic Investment Solutions, …767,580$35.4M4.09%+72,74513F-HRTimeline
Stash Investments, LLC736,660$33.9M18.18%+31,54713F-HRTimeline
Strategic Blueprint, LLC734,298$33.8M1.85%+54,18613F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC730,165$33.6M6.88%+22,17613F-HRTimeline
Stokes Family Office, LLC708,990$32.7M3.67%+41,85613F-HRTimeline
Modern Wealth Management, LLC704,164$32.4M1.04%+78,29813F-HR/ATimeline
GM Advisory Group, LLC690,371$31.8M1.72%-16,96313F-HRTimeline
ONE Advisory Partners, LLC687,491$31.7M13.53%-15,33313F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp683,397$31.5M2.06%-63,53513F-HRTimelineGroup
Trek Financial, LLC674,163$31.1M2.25%+62,04613F-HRTimeline
INTEGRITY ALLIANCE, LLC.674,081$31.1M1.23%+59,34513F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH673,228$31M9.4%-21,72913F-HRTimeline
OARSMAN CAPITAL, INC.667,815$30.8M5.53%+84,07313F-HRTimeline
Perigon Wealth Management, LLC660,001$30.4M0.78%-230,11513F-HRTimeline
Composition Wealth, LLC648,769$29.9M0.6%+50,06113F-HRTimeline
B. Riley Wealth Advisors, Inc.635,864$29.3M0.89%+305,64513F-HRTimeline
PAX Financial Group, LLC606,228$27.9M4.95%-49,74813F-HRTimeline
Orion Porfolio Solutions, LLC592,919$27.3M0.27%+15,54713F-HRTimeline
Orion Portfolio Solutions, LLC592,919$27.3M0.27%+15,54713F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management588,526$27.1M0.39%+6,55413F-HRTimelineGroup
&PARTNERS589,751$27.1M0.29%-22,24813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC584,302$26.9M11.64%+15,99113F-HRTimeline
Invst, LLC565,864$26.1M3.56%-339,51713F-HRTimeline
Keystone Financial Services556,534$25.6M9.77%-113,61113F-HRTimeline
Bay Harbor Wealth Management, LLC553,439$25.5M8.06%+5,30613F-HRTimeline
Legacy Financial Group LLC546,209$25.2M3.87%-6,93013F-HRTimeline
WEALTH ALLIANCE, LLC508,587$23.4M2.84%+4,28813F-HRTimeline
HighTower Advisors, LLC507,092$23.4M0.03%-19,52313F-HRTimeline
AE Wealth Management LLC506,079$23.3M0.2%-51,83613F-HRTimeline
CFS Investment Advisory Services, LLC501,882$23.1M2.06%-9,54113F-HRTimeline
Summit Financial, LLC501,831$23.1M0.65%+262,18013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP496,890$22.9M0.04%+51,77813F-HRTimelineGroup
One Wealth Advisors, LLC477,643$22M3.29%-15,66913F-HRTimeline
Compound Planning, Inc.476,154$21.9M1%+42,39013F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.471,789$21.7M10.37%+403,41813F-HRTimeline
Shared Vision Wealth Group LLC469,995$21.7M11.83%-3,05313F-HRTimeline
Aptus Capital Advisors, LLC459,974$21.2M0.24%+2,43913F-HRTimeline
Diversified Portfolios, Inc.455,712$21M2.21%-104,08813F-HRTimeline
Skyline Advisors, Inc.452,304$20.8M8.21%+11,41513F-HRTimeline
Spectrum Wealth Counsel, LLC450,995$20.8M2.5%-9,96313F-HRTimeline
Regal Investment Advisors LLC438,552$20.2M1.63%+7,73213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC431,717$19.9M1.59%+11,23213F-HRTimeline
BANK OF HAWAII427,784$19.7M1.13%+13,58913F-HRTimeline
Sovran Advisors, LLC426,686$19.4M2.52%+34,65513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC415,214$19.1M0.71%+34,17413F-HRTimelineGroup
WCG Wealth Advisors LLC411,575$19M1.44%-67,24613F-HR/ATimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …400,105$18.4M2.65%-25,19913F-HRTimeline
Central Pacific Bank - Trust Division399,166$18.4M2.54%+7,35613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC402,054$18.2M0.41%+1,36913F-HRTimelineGroup
True Vision MN LLC392,384$18.1M10.83%-11,68313F-HRTimeline
Bensler, LLC384,250$17.7M2.22%-25,22813F-HRTimeline
U.S. Capital Wealth Advisors, LLC382,189$17.6M0.54%+322,08913F-HRTimeline
Mutual Advisors, LLC383,219$17.6M0.5%+40,29213F-HRTimeline
Advus Financial Partners, LLC375,317$17.3M7.41%-12,68413F-HR/ATimeline
Private Advisor Group, LLC367,228$16.9M0.1%+52,19913F-HRTimeline
Simplicity Wealth,LLC365,756$16.9M1.31%+218,40713F-HRTimeline
West Wealth Group, LLC365,568$16.8M4.98%+7,27013F-HRTimeline
Opes Wealth Management LLC362,571$16.7M3.37%+23,95613F-HRTimeline
5T Wealth, LLC353,914$16.3M9.28%-22713F-HRTimeline
Firestone Capital Management350,653$16.2M4.24%-12,09213F-HRTimeline
Merit Financial Group, LLC348,973$16.1M0.24%-117,84413F-HRTimeline
Hoxton Planning & Management, LLC335,931$15.5M5.9%-77113F-HRTimeline
FINANCIAL LIFE ADVISORS333,132$15.4M5.72%-99,36713F-HRTimeline
Apella Capital, LLC319,588$14.6M0.5%+193,89913F-HRTimeline
WealthShield Partners, LLC313,938$14.5M1.86%+2,35913F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC309,960$14.2M2.73%-38413F-HR/ATimeline
SWP FINANCIAL LLC308,184$14.2M8.68%-4,63613F-HRTimeline
PFG Advisors301,590$13.9M0.78%+23,43713F-HRTimeline
Forum Private Client Group LLC301,504$13.9M6.03%+11,72013F-HRTimeline
Apeiron RIA LLC301,047$13.9M4.19%+1,89513F-HRTimeline
Claro Advisors Inc.298,227$13.7M1.84%+17,96613F-HRTimeline
SWMG, LLC296,657$13.6M5.4%+171,19413F-HRTimeline
COMERICA BANK294,475$13.6M0.06%-7,13713F-HRTimeline
Leonard Rickey Investment Advisors P.L.…292,858$13.3M2.87%+47,24013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC286,732$13.2M6%+23,60013F-HRTimeline
Waverly Advisors, LLC286,721$13.2M0.16%+3,85613F-HRTimeline
Elite Financial, Inc.281,553$13M6.86%+23,53613F-HRTimeline
Old North State Trust, LLC285,180$12.9M8.2%013F-HRTimeline
RFG Advisory, LLC275,854$12.7M0.34%-191,05613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV272,649$12.6M0.03%+37,72813F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.271,463$12.5M6.79%+104,79413F-HRTimeline
FFG RETIREMENT ADVISORS LLC270,256$12.5M8.48%-36,70213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…269,012$12.4M0.03%+123,70713F-HRTimelineGroup
First Horizon Advisors, Inc.262,098$12.1M0.34%+18,70313F-HRTimeline
D.A. DAVIDSON & CO.260,257$12M0.1%-3,13813F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC256,758$11.8M1.49%+16,32213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC255,697$11.8M0.01%new13F-HRTimelineGroup
My Legacy Advisors, LLC255,435$11.8M4.54%+8,53113F-HRTimeline
KWB Wealth254,806$11.5M1.39%-76,91413F-HRTimeline
Leslie Global Wealth, LLC249,866$11.5M5.61%-4,52713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC248,780$11.5M0.26%-8,56513F-HRTimelineGroup
World Investment Advisors248,330$11.4M0.3%+37,18213F-HRTimeline
Atlatl Advisers LLC245,136$11.3M7.34%-13,23013F-HRTimeline
Security Financial Services, INC.242,244$11.2M2.22%-9,30413F-HRTimeline
TSA Wealth Managment LLC234,895$10.8M4.3%-30,97613F-HRTimeline
Galvin, Gaustad & Stein, LLC231,019$10.6M0.95%+7,79813F-HRTimeline
Mayflower Financial Advisors, LLC225,657$10.4M1.58%+10,98113F-HRTimeline
Csenge Advisory Group227,968$10.4M0.59%+12,62113F-HRTimeline
Summit Wealth Partners, LLC221,437$10.2M2.07%+37,69713F-HRTimeline
Orgel Wealth Management, LLC217,495$10M0.26%-5,87013F-HRTimeline
TOWNSQUARE CAPITAL LLC215,691$9.94M0.11%-10,48813F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC207,642$9.57M5.13%-8,55413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC207,431$9.56M0.21%+22,25213F-HRTimelineGroup
RETIREMENT CAPITAL STRATEGIES202,022$9.31M3.63%+33,75113F-HRTimeline
EWA, LLC200,205$9.23M3.43%-15,77913F-HRTimeline
Rothschild Wealth LLC197,451$9.1M2.55%-85,71813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC196,300$9.05M0.01%new13F-HRTimeline
Focus Financial Network, Inc.195,869$9.03M0.37%+8,39313F-HRTimeline
Kilter Group LLC195,664$9.02M5.89%-3,34313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC191,332$8.82M<0.01%+55,36013F-HR/ATimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …188,121$8.67M0.54%-45,23613F-HRTimelineGroup
Triangle Securities Wealth Management188,082$8.67M2.23%-1,69913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Veridan Wealth LLC187,459$8.64M3.9%+28313F-HRTimeline
Barnes Wealth Management Group, Inc185,101$8.53M5.47%+5,76813F-HRTimeline
KICKSTAND VENTURES, LLC.183,977$8.48M2.18%-57,43013F-HRTimeline
Advisory Services Network, LLC178,897$8.24M0.16%-7,65713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC177,296$8.17M0.02%+8,01313F-HRTimelineGroup
Cypress Wealth Services, LLC171,804$7.92M1.61%-12,97813F-HRTimeline
Trivium Point Advisory, LLC171,487$7.9M0.98%-2,03113F-HRTimeline
Centurion Wealth Management LLC170,999$7.73M2.42%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC166,869$7.69M2.99%-6,68313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC165,907$7.65M0.76%-6,34913F-HR/ATimeline
Vertex Planning Partners, LLC165,590$7.63M1.67%+120,02113F-HRTimeline
Copperleaf Capital, LLC164,412$7.58M4.53%-11,88413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC166,172$7.56M3.44%+6,75213F-HRTimeline
Snowden Capital Advisors LLC163,240$7.52M0.24%-8,46313F-HRTimeline
TSFG, LLC161,184$7.43M1.52%+1,58813F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC159,317$7.34M2.52%-36413F-HRTimeline
Patriot Financial Group Insurance Agenc…158,951$7.32M0.98%+29,29913F-HRTimeline
REGIMEN WEALTH, LLC158,837$7.32M2.35%-1,08213F-HRTimeline