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Disclosery

IUSB ISHARES TR

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SHS (fund)

739 managers (746 13F filers) reported a position in IUSB shares at 2025-06-30, 697,371,148 shares in all. 64 filers opened a position and 56 filers sold out during the quarter.

Managers
739
13F filers
746
New
64
Added
231
Reduced
372
Sold out
56
Shares held by filers
697,371,148

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding149,147,058$6.9B-9,191,281Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP66,774,459$3.08B2.33%+4,392,31813F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.62,125,502$2.87B0.05%-2,381,75913F-HRTimelineGroup
LPL Financial LLC47,236,444$2.18B0.73%-813,07113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN43,286,451$2B0.44%+994,83913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…24,317,154$1.12B0.82%+1,330,48413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY23,413,905$1.08B0.07%+778,91313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,782,389$868M0.06%+618,32813F-HRTimelineGroup
CWM, LLCin group CWM, LLC17,375,112$803M2.83%-697,73113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC12,555,562$580M0.84%+1,121,41513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,935,323$505M0.12%+75,85613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC10,426,975$482M4.43%-464,91813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,064,233$419M0.08%+63,87713F-HRTimelineGroup
Cetera Investment Advisers8,706,738$403M0.68%-771,08513F-HRTimeline
Janney Montgomery Scott LLC8,284,516$383M1%-344,49513F-HRTimeline
MML INVESTORS SERVICES, LLC8,180,461$378M1.09%-175,19913F-HRTimeline
OneDigital Investment Advisors LLC6,718,717$311M3.45%-986,10113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding5,088,400$235M-448,571Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,360,363$202M1.63%-612,07613F-HRTimelineGroup
Wealthspire Advisors, LLC4,340,479$201M1.13%-148,38713F-HRTimeline
GeoWealth Management, LLC4,156,944$192M7.5%-290,08413F-HRTimeline
SigFig Wealth Management, LLC4,120,866$190M6.28%+28,34313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,104,642$190M0.07%+47,70813F-HRTimelineGroup
Foundations Investment Advisors, LLC3,325,866$154M2.43%+290,90213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,245,808$150M0.03%+65,25213F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,223,798$149M0.2%-314,10613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,116,676$144M0.26%+542,63513F-HR/ATimelineGroup
JB Capital LLC2,975,634$138M6.67%+27,66813F-HRTimeline
Sanctuary Advisors, LLC2,882,865$133M0.82%-73,18913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,812,870$130M0.13%-240,55513F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,750,687$127M0.03%+8,47913F-HRTimelineGroup
NewEdge Advisors, LLC2,712,133$125M0.65%-65,20313F-HRTimeline
Allworth Financial LP2,608,761$121M0.58%+25,44313F-HRTimeline
Farther Finance Advisors, LLC2,488,761$115M2.3%+467,50613F-HRTimeline
Mason & Associates, LLC2,435,816$113M28.28%-257,58613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,394,661$111M0.01%-291,51013F-HRTimelineGroup
First Command Advisory Services, Inc.2,097,892$97M0.83%+289,35513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,888,940$87M3.12%+1,751,74213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,700,347$78.6M0.19%+248,35013F-HRTimelineGroup
MCMORGAN & CO LLC1,668,414$77.1M11.37%+3,28813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,616,741$74.7M0.09%-118,00213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,612,013$74.5M0.11%-82,39913F-HRTimelineGroup
Integrated Wealth Concepts LLC1,559,213$72.1M0.72%+133,30413F-HRTimeline
Cambridge Investment Research Advisors,…1,549,317$71.6M0.22%-49,32113F-HRTimeline
Compass Ion Advisors, LLC1,500,468$69.4M7.51%+82,48313F-HRTimeline
FMR LLCin group FMR LLC1,477,043$68.3M<0.01%-115,24513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,427,474$66M0.04%-3,97313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,407,623$65.1M+342,682Timeline
SOFI WEALTH, LLC1,319,100$61M3.73%+77,14913F-HRTimeline
Sharkey, Howes & Javer1,302,816$60.2M8.08%-157,59413F-HRTimeline
Baker Avenue Asset Management, LP1,252,992$57.9M1.65%+30,19013F-HRTimeline
Affinity Capital Advisors, LLC1,202,066$55.6M9.56%+59,52913F-HRTimeline
SteelPeak Wealth, LLC1,200,349$55.5M2.16%-136,07613F-HRTimeline
Atria Investments, Inc1,186,494$54.9M0.65%-182,16313F-HRTimeline
Icon Wealth Advisors, LLC1,148,897$53.1M3.78%-21,89113F-HRTimeline
Savvy Advisors, Inc.1,129,771$52.2M3.48%+192,24013F-HRTimeline
High Falls Advisors, Inc1,117,344$51.7M11.43%-112,98113F-HRTimeline
Stone House Investment Management, LLC1,115,094$51.6M9.48%-5,05213F-HRTimeline
&PARTNERS1,107,652$51.4M0.39%+517,90113F-HRTimeline
Atria Wealth Solutions, Inc.1,095,353$50.6M1.14%-994,05513F-HRTimeline
Intelligence Driven Advisers, LLC1,043,740$48.3M7.28%+72,81613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.1,024,270$47.4M0.26%-10,88613F-HRTimeline
Avidian Wealth Enterprises, LLC1,000,740$46.3M1.88%+28,70913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC955,781$44.2M1.16%-95,25513F-HRTimelineGroup
Destination Wealth Management930,533$43M1.26%+5,57213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…921,006$42.6M0.16%-26,38413F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.912,958$42.2M0.07%+7,19613F-HRTimelineGroup
OARSMAN CAPITAL, INC.902,048$41.7M6.54%+234,23313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP896,113$41.4M0.29%+14,80013F-HRTimelineGroup
Global Strategic Investment Solutions, …863,967$39.9M4.27%+96,38713F-HRTimeline
Orion Porfolio Solutions, LLC824,495$38.1M0.33%+231,57613F-HR/ATimeline
Stash Investments, LLC801,239$37M17.57%+64,57913F-HRTimeline
INTEGRITY ALLIANCE, LLC.799,646$37M2.02%+125,56513F-HRTimeline
Blue Trust, Inc.764,470$35.3M0.42%-92,18613F-HRTimeline
Composition Wealth, LLC750,230$34.7M0.58%+101,46113F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC746,547$34.5M6.12%+16,38213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp733,112$33.9M2.03%+49,71513F-HRTimelineGroup
Strategic Blueprint, LLC696,052$32.2M1.58%-38,24613F-HRTimeline
GM Advisory Group, LLC687,180$31.8M1.57%-3,19113F-HRTimeline
Austin Private Wealth, LLC686,531$31.7M2.51%-157,25413F-HRTimeline
Horst & Graben Wealth Management LLC674,297$31.2M5.16%-199,30313F-HRTimeline
ONE Advisory Partners, LLC677,440$31.1M10.38%-10,05113F-HRTimeline
Stokes Family Office, LLC665,945$30.8M3.23%-43,04513F-HRTimeline
Simplicity Wealth,LLC632,077$29.2M1.22%+266,32113F-HRTimeline
Trek Financial, LLC618,568$28.6M1.92%-55,59513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC601,013$27.8M10.97%+16,71113F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.597,488$27.6M11.83%+125,69913F-HRTimeline
Invst, LLC596,256$27.6M3.43%+30,39213F-HRTimeline
Modern Wealth Management, LLC595,085$27.5M0.68%-109,07913F-HR/ATimeline
Perigon Wealth Management, LLC583,888$27M0.63%-76,11313F-HRTimeline
Legacy Financial Group LLC574,665$26.6M3.71%+28,45613F-HRTimeline
Keystone Financial Services561,310$25.9M8.83%+4,77613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management541,681$25M0.33%-46,84513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP531,374$24.6M0.03%+34,48413F-HR/ATimelineGroup
Compound Planning, Inc.526,160$24.3M0.92%+50,00613F-HRTimeline
HighTower Advisors, LLC518,057$23.9M0.03%+10,96513F-HRTimeline
PAX Financial Group, LLC517,087$23.9M4.57%-89,14113F-HRTimeline
Summit Financial, LLC514,749$23.8M0.54%+12,91813F-HRTimeline
Bay Harbor Wealth Management, LLC514,161$23.8M6.89%-39,27813F-HRTimeline
Apella Capital, LLC517,317$23.7M0.64%+197,72913F-HRTimeline
WEALTH ALLIANCE, LLC510,224$23.6M2.63%+1,63713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC467,574$21.6M0.41%+65,52013F-HRTimelineGroup
Skyline Advisors, Inc.458,295$21.2M7.83%+5,99113F-HRTimeline
AE Wealth Management LLC451,967$20.9M0.15%-54,11213F-HRTimeline
KWB Wealth451,007$20.8M2.53%+196,20113F-HRTimeline
Shared Vision Wealth Group LLC429,713$19.8M9.87%-40,28213F-HRTimeline
BANK OF HAWAII427,258$19.8M1.04%-52613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC426,077$19.7M0.66%+10,86313F-HRTimelineGroup
Regal Investment Advisors LLC426,073$19.7M1.48%-12,47913F-HRTimeline
WCG Wealth Advisors LLC423,274$19.6M1.27%+11,69913F-HRTimeline
Private Advisor Group, LLC419,929$19.4M0.1%+52,70113F-HRTimeline
CFS Investment Advisory Services, LLC417,669$19.3M1.58%-84,21313F-HRTimeline
Central Pacific Bank - Trust Division392,101$18.1M2.31%-7,06513F-HRTimeline
One Wealth Advisors, LLC382,480$17.7M2.46%-95,16313F-HRTimeline
Diversified Portfolios, Inc.380,978$17.6M1.68%-74,73413F-HRTimeline
U.S. Capital Wealth Advisors, LLC372,227$17.2M0.5%-9,96213F-HRTimeline
West Wealth Group, LLC369,139$17.1M4.24%+3,57113F-HRTimeline
Global Retirement Partners, LLC369,025$17.1M0.42%13F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …360,569$16.7M2.29%-39,53613F-HRTimeline
Merit Financial Group, LLC354,436$16.4M0.18%+5,46313F-HRTimeline
Advus Financial Partners, LLC352,131$16.3M6.43%-23,18613F-HR/ATimeline
Opes Wealth Management LLC347,835$16.1M2.86%-14,73613F-HRTimeline
Sovran Advisors, LLC351,519$16.1M1.68%-75,16713F-HRTimeline
True Vision MN LLC345,307$16M8.83%-47,07713F-HRTimeline
Firestone Capital Management343,514$15.9M3.74%-7,13913F-HRTimeline
5T Wealth, LLC338,214$15.6M7.96%-15,70013F-HRTimeline
Bensler, LLC334,804$15.5M1.73%-49,44613F-HRTimeline
Coppell Advisory Solutions LLC331,643$15.3M1.81%new13F-HR/ATimeline
Aptus Capital Advisors, LLC329,196$15.2M0.15%-130,77813F-HRTimeline
Hoxton Planning & Management, LLC322,293$14.9M5.15%-13,63813F-HRTimeline
COMERICA BANK319,266$14.8M0.06%+24,79113F-HRTimeline
Forum Private Client Group LLC315,713$14.6M5.63%+14,20913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC312,300$14.4M1.02%-119,41713F-HRTimeline
FINANCIAL LIFE ADVISORS311,915$14.4M4.93%-21,21713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC311,493$14.4M2.26%+1,53313F-HRTimeline
PFG Advisors307,034$14.2M0.66%+5,44413F-HRTimeline
WealthShield Partners, LLC293,148$13.6M1.64%-20,79013F-HRTimeline
Mutual Advisors, LLC291,381$13.4M0.33%-91,83813F-HRTimeline
Elite Financial, Inc.287,827$13.3M6.55%+6,27413F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC286,808$13.3M5.43%+7613F-HRTimeline
Waverly Advisors, LLC284,800$13.2M0.14%-1,92113F-HRTimeline
First Horizon Advisors, Inc.279,155$12.9M0.34%+17,05713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.276,719$12.8M6.05%+5,25613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…266,655$12.3M0.03%-2,35713F-HR/ATimelineGroup
SWP FINANCIAL LLC264,701$12.2M6.72%-43,48313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC261,011$12.1M1.39%+4,25313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC260,429$12M0.25%+11,64913F-HRTimelineGroup
D.A. DAVIDSON & CO.257,214$11.9M0.08%-3,04313F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.254,454$11.8M6.69%13F-HRTimeline
Summit Wealth Partners, LLC249,754$11.5M2.2%+28,31713F-HRTimeline
Claro Advisors Inc.246,054$11.4M1.88%-52,17313F-HRTimeline
My Legacy Advisors, LLC247,280$11.4M4.04%-8,15513F-HRTimeline
Apeiron RIA LLC239,512$11.1M2.85%-61,53513F-HRTimeline
World Investment Advisors237,577$11M0.25%-10,75313F-HRTimeline
WealthPlan Investment Management, LLC236,764$10.9M0.8%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC235,342$10.9M0.94%+4,32313F-HRTimeline
EWA, LLC233,509$10.8M3.4%+33,30413F-HRTimeline
TSA Wealth Managment LLC228,665$10.6M3.86%-6,23013F-HRTimeline
Security Financial Services, INC.228,437$10.6M1.86%-13,80713F-HRTimeline
Csenge Advisory Group230,501$10.5M0.55%+2,53313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV224,004$10.4M0.02%-48,64513F-HRTimeline
RFG Advisory, LLC214,865$9.93M0.23%-60,98913F-HRTimeline
Kilter Group LLC214,011$9.89M4.5%+18,34713F-HRTimeline
Orgel Wealth Management, LLC204,514$9.45M0.23%-12,98113F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC204,282$9.44M4.43%-3,36013F-HRTimeline
Mayflower Financial Advisors, LLC198,537$9.18M1.28%-27,12013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC193,632$8.95M0.18%-13,79913F-HRTimelineGroup
FFG RETIREMENT ADVISORS LLC192,877$8.92M5.59%-77,37913F-HRTimeline
Atlatl Advisers LLC191,650$8.86M4.19%-53,48613F-HRTimeline
RETIREMENT CAPITAL STRATEGIES189,402$8.76M3.47%-12,62013F-HRTimeline
Triangle Securities Wealth Management188,144$8.7M2.14%+6213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Barnes Wealth Management Group, Inc181,594$8.4M4.96%-3,50713F-HRTimeline
Rothschild Wealth LLC180,299$8.34M2.05%-17,15213F-HRTimeline
Tanager Wealth Management LLP179,488$8.3M0.98%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC176,595$8.16M0.01%-70113F-HRTimelineGroup
Advisory Services Network, LLC175,858$8.09M0.13%-3,03913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC173,821$8.02M2.6%+7,64913F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC172,488$7.97M2.89%+5,61913F-HRTimeline
SAX WEALTH ADVISORS, LLC169,427$7.83M0.47%+60,65913F-HRTimeline
Centurion Wealth Management LLC169,295$7.83M2.24%-1,70413F-HRTimeline
KICKSTAND VENTURES, LLC.167,714$7.75M1.81%-16,26313F-HRTimeline
Trivium Point Advisory, LLC166,852$7.71M0.84%-4,63513F-HRTimeline
Copperleaf Capital, LLC165,688$7.66M3.88%+1,27613F-HRTimeline
Cypress Wealth Services, LLC162,959$7.53M1.35%-8,84513F-HRTimeline
EP Wealth Advisors, LLC161,712$7.48M0.05%+154,64313F-HRTimeline
Focus Financial Network, Inc.161,284$7.46M0.29%-34,58513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC160,900$7.44M0.01%-35,40013F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC156,196$7.22M2.54%-3,12113F-HRTimeline
Yukon Wealth Management, Inc.155,746$7.2M2.58%+2,35013F-HRTimeline
MGO ONE SEVEN LLC155,410$7.18M0.23%+139,69313F-HRTimeline
SWMG, LLC155,285$7.12M2.4%-141,37213F-HRTimeline
BCU Wealth Advisors, LLC152,616$7.06M3.17%-4,14313F-HRTimeline
Gateway Wealth Partners, LLC152,530$7.05M1.34%+4,18113F-HRTimeline
IFP Advisors, Inc151,518$7M0.2%+12,17313F-HRTimeline
Saxony Capital Management, LLC149,453$6.91M5.3%+91,82113F-HRTimeline
New Capital Management LP149,289$6.9M1.93%new13F-HRTimeline
Royal Fund Management, LLC148,296$6.86M0.73%+4,65513F-HRTimeline
Davis Wealth Advisors, LLC147,715$6.83M7.25%-4,35813F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …143,682$6.63M0.25%-44,43913F-HRTimelineGroup
Hoese & Co LLP139,587$6.45M5.2%-8,67413F-HRTimeline