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Disclosery

IUSB ISHARES TR

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SHS (fund)

747 managers (755 13F filers) reported a position in IUSB shares at 2025-09-30, 682,574,453 shares in all. 67 filers opened a position and 57 filers sold out during the quarter.

Managers
747
13F filers
755
New
67
Added
263
Reduced
344
Sold out
57
Shares held by filers
682,574,453

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding135,328,409$6.32B-13,818,649Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP71,364,109$3.33B2.27%+4,589,65013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.62,394,992$2.91B0.05%+269,49013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN46,615,088$2.18B0.44%+3,328,63713F-HRTimelineGroup
LPL Financial LLC44,541,325$2.08B0.61%-2,695,11913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…26,298,023$1.23B0.82%+1,980,86913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY22,768,506$1.06B0.06%-645,39913F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO19,693,393$920M0.06%+911,00413F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC17,108,743$799M2.4%-266,36913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC14,004,882$654M0.85%+1,449,32013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,066,646$517M0.12%+131,32313F-HRTimelineGroup
Cetera Investment Advisers9,083,587$424M0.49%+376,84913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,953,599$418M0.08%-110,63413F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,927,097$417M3.25%-1,499,87813F-HRTimelineGroup
Janney Montgomery Scott LLC7,287,331$340M0.81%-997,18513F-HRTimeline
MML INVESTORS SERVICES, LLC6,969,354$326M0.87%-1,211,10713F-HRTimeline
OneDigital Investment Advisors LLC6,667,205$311M3.2%-51,51213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding5,491,259$256M+402,859Timeline
GeoWealth Management, LLC4,584,390$214M7.81%+427,44613F-HRTimeline
SigFig Wealth Management, LLC4,424,772$207M6.39%+303,90613F-HRTimeline
Wealthspire Advisors, LLC4,389,443$205M1.07%+48,96413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,273,448$200M0.06%+168,80613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,912,545$183M1.31%-447,81813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,599,043$168M0.03%+353,23513F-HRTimelineGroup
Foundations Investment Advisors, LLC3,272,114$153M2.22%-53,75213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,276,976$153M0.21%+160,30013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC3,110,980$145M0.19%-112,81813F-HRTimeline
UBS Group AGin group UBS Group AG3,010,783$141M0.03%+260,09613F-HRTimelineGroup
NewEdge Advisors, LLC2,626,577$123M0.56%-85,55613F-HRTimeline
Sanctuary Advisors, LLC2,551,705$119M0.68%-331,16013F-HR/ATimeline
Allworth Financial LP2,542,343$119M0.53%-66,41813F-HRTimeline
JB Capital LLC2,525,959$118M5.09%-449,67513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,525,541$118M0.11%-287,32913F-HRTimelineGroup
Mason & Associates, LLC2,435,817$113M28.28%+113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,271,407$106M0.01%-123,25413F-HR/ATimelineGroup
First Command Advisory Services, Inc.2,210,825$103M0.75%+112,93313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,862,672$87M0.17%+1,808,64313F-HRTimelineGroup
Savvy Advisors, Inc.1,774,562$82.9M3.81%+644,79113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,758,791$82.2M0.18%+58,44413F-HRTimelineGroup
Integrated Wealth Concepts LLC1,612,498$75.3M0.67%+53,28513F-HRTimeline
MCMORGAN & CO LLC1,597,324$74.6M11.49%-71,09013F-HRTimeline
Compass Ion Advisors, LLC1,581,086$73.9M7.12%+80,61813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,543,452$72.1M0.1%-68,56113F-HRTimelineGroup
Farther Finance Advisors, LLC1,537,501$71.8M1.09%-951,26013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,473,629$68.8M0.08%-143,11213F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,456,587$68M0.19%-92,73013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,434,212$67M0.04%+6,73813F-HRTimelineGroup
FMR LLCin group FMR LLC1,394,367$65.1M<0.01%-82,67613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,372,708$64.1M-34,915Timeline
Affinity Capital Advisors, LLC1,303,758$60.9M9.36%+101,69213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,281,984$59.9M0.05%new13F-HRTimelineGroup
Baker Avenue Asset Management, LP1,278,402$59.7M1.43%+25,41013F-HRTimeline
&PARTNERS1,242,317$58M0.37%+134,66513F-HRTimeline
SOFI WEALTH, LLC1,138,863$53.2M2.86%-180,23713F-HRTimeline
Intelligence Driven Advisers, LLC1,116,279$52.1M7.23%+72,53913F-HRTimeline
Sharkey, Howes & Javer1,097,828$51.3M6.59%-204,98813F-HRTimeline
SteelPeak Wealth, LLC1,073,085$50.1M1.68%-127,26413F-HRTimeline
Atria Investments, Inc1,035,611$48.4M0.55%-150,88313F-HRTimeline
Avidian Wealth Enterprises, LLC1,015,283$47.4M1.79%+14,54313F-HRTimeline
Stone House Investment Management, LLC997,268$46.6M7.85%-117,82613F-HRTimeline
Global Strategic Investment Solutions, …991,190$46.3M4.62%+127,22313F-HRTimeline
High Falls Advisors, Inc975,631$45.6M9.38%-141,71313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC971,984$45.4M1.11%+16,20313F-HRTimelineGroup
Icon Wealth Advisors, LLC959,066$44.8M3.04%-189,83113F-HRTimeline
Destination Wealth Management954,445$44.6M1.23%+23,91213F-HRTimeline
INTEGRITY ALLIANCE, LLC.917,130$42.8M2.02%+117,48413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…915,200$42.7M0.15%-5,80613F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP908,616$42.4M0.28%+12,50313F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.904,172$42.2M0.07%-8,78613F-HRTimelineGroup
NorthRock Partners, LLC888,108$41.5M0.75%new13F-HRTimeline
Stash Investments, LLC870,082$40.6M17.48%+68,84313F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp832,918$38.9M2.18%+99,80613F-HRTimelineGroup
Orion Porfolio Solutions, LLC802,688$37.5M0.29%-21,80713F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC763,844$35.7M6.12%+17,29713F-HRTimeline
Composition Wealth, LLC753,685$35.2M0.53%+3,45513F-HRTimeline
Apella Capital, LLC662,537$31.2M0.69%+145,22013F-HRTimeline
Strategic Blueprint, LLC666,154$31.1M1.36%-29,89813F-HRTimeline
GM Advisory Group, LLC665,565$31.1M1.32%-21,61513F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.651,897$30.5M11.89%+54,40913F-HRTimeline
ONE Advisory Partners, LLC647,595$30.3M9.3%-29,84513F-HRTimeline
Trek Financial, LLC627,759$29.3M1.75%+9,19113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC615,627$28.8M10.36%+14,61413F-HR/ATimeline
Perigon Wealth Management, LLC582,778$27.2M0.56%-1,11013F-HRTimeline
Summit Financial, LLC581,987$27.2M0.41%+67,23813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP566,341$26.5M0.04%+34,96713F-HRTimelineGroup
Stokes Family Office, LLC564,323$26.4M2.5%-101,62213F-HRTimeline
Keystone Financial Services562,880$26.3M8.15%+1,57013F-HRTimeline
Blue Trust, Inc.551,435$25.8M0.29%-213,03513F-HRTimeline
Horst & Graben Wealth Management LLC546,080$25.5M3.9%-128,21713F-HRTimeline
Legacy Financial Group LLC543,077$25.4M3.32%-31,58813F-HRTimeline
MGO ONE SEVEN LLC541,109$25.3M0.58%+385,69913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC524,695$24.5M0.4%+57,12113F-HRTimelineGroup
Compound Planning, Inc.520,584$24.3M0.79%-5,57613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management500,993$23.4M0.28%-40,68813F-HRTimelineGroup
Invst, LLC493,681$23.1M2.62%-102,57513F-HRTimeline
PAX Financial Group, LLC491,744$23M4.14%-25,34313F-HRTimeline
KWB Wealth489,688$22.6M2.5%+38,68113F-HRTimeline
AE Wealth Management LLC482,387$22.5M0.14%+30,42013F-HRTimeline
Skyline Advisors, Inc.474,552$22.2M7.64%+16,25713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management467,336$21.8M0.74%-1,421,60413F-HRTimelineGroup
Austin Private Wealth, LLC465,701$21.8M1.67%-220,83013F-HRTimeline
Bay Harbor Wealth Management, LLC448,194$20.9M5.66%-65,96713F-HRTimeline
WEALTH ALLIANCE, LLC445,436$20.8M2.14%-64,78813F-HRTimeline
WCG Wealth Advisors LLC428,724$20M1.26%+5,45013F-HRTimeline
BANK OF HAWAII423,116$19.8M0.99%-4,14213F-HRTimeline
HighTower Advisors, LLC412,507$19.3M0.02%-105,55013F-HRTimeline
Coppell Advisory Solutions LLC402,833$18.8M1.99%+71,19013F-HRTimeline
Shared Vision Wealth Group LLC398,758$18.8M7.95%-30,95513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC401,785$18.8M0.55%-24,29213F-HRTimelineGroup
Regal Investment Advisors LLC388,894$18.2M1.18%-37,17913F-HRTimeline
West Wealth Group, LLC380,137$17.8M4.02%+10,99813F-HRTimeline
CFS Investment Advisory Services, LLC376,341$17.7M1.32%-41,32813F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …377,146$17.6M2.31%+16,57713F-HRTimeline
U.S. Capital Wealth Advisors, LLC371,360$17.3M0.47%-86713F-HRTimeline
Global Retirement Partners, LLC360,855$16.9M0.38%-8,17013F-HRTimeline
JT Stratford LLC359,473$16.8M2.25%+304,40613F-HRTimeline
Firestone Capital Management354,435$16.6M3.58%+10,92113F-HRTimeline
5T Wealth, LLC353,327$16.5M7.19%+15,11313F-HRTimeline
Advus Financial Partners, LLC343,100$16M5.95%-9,03113F-HR/ATimeline
Simplicity Wealth,LLC341,641$16M0.92%-290,43613F-HRTimeline
D.A. DAVIDSON & CO.339,713$15.9M0.1%+82,49913F-HRTimeline
Opes Wealth Management LLC335,541$15.7M2.76%-12,29413F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC334,802$15.6M2.2%+23,30913F-HRTimeline
Central Pacific Bank - Trust Division334,286$15.6M1.89%-57,81513F-HRTimeline
Private Advisor Group, LLC328,985$15.4M0.08%-90,94413F-HRTimeline
COMERICA BANK322,934$15.1M0.06%+3,66813F-HRTimeline
Bensler, LLC322,599$15.1M1.57%-12,20513F-HRTimeline
Forum Private Client Group LLC321,048$15M5.34%+5,33513F-HRTimeline
Tanager Wealth Management LLP319,479$14.9M1.57%+139,99113F-HRTimeline
PFG Advisors318,330$14.9M0.61%+11,29613F-HRTimeline
Merit Financial Group, LLC312,533$14.6M0.13%-41,90313F-HR/ATimeline
Elite Financial, Inc.312,653$14.6M6.69%+24,82613F-HRTimeline
True Vision MN LLC311,388$14.5M7.58%-33,91913F-HRTimeline
Hoxton Planning & Management, LLC309,682$14.5M4.65%-12,61113F-HRTimeline
Mutual Advisors, LLC306,755$14.4M0.32%+15,37413F-HRTimeline
One Wealth Advisors, LLC307,242$14.4M1.8%-75,23813F-HRTimeline
FINANCIAL LIFE ADVISORS300,511$14M4.51%-11,40413F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC294,387$13.8M5.26%+7,57913F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.291,083$13.6M4.2%+14,36413F-HRTimeline
Sovran Advisors, LLC285,038$13.4M1.18%-66,48113F-HRTimeline
Modern Wealth Management, LLC280,415$13.1M0.26%-314,67013F-HRTimeline
Summit Wealth Partners, LLC277,147$12.9M2.34%+27,39313F-HRTimeline
WealthShield Partners, LLC276,321$12.9M1.46%-16,82713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC273,164$12.8M1.33%+12,15313F-HRTimeline
Claro Advisors Inc.263,765$12.3M1.8%+17,71113F-HRTimeline
Armor Investment Advisors, LLC263,381$12.3M3.9%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC257,647$12M0.24%-2,78213F-HRTimelineGroup
ASHTON THOMAS SECURITIES, LLC253,548$11.8M1.66%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…251,413$11.7M0.02%-15,24213F-HRTimelineGroup
SWP FINANCIAL LLC247,719$11.6M5.89%-16,98213F-HRTimeline
Kingsview Wealth Management, LLC239,509$11.2M0.17%+222,97413F-HRTimeline
Galvin, Gaustad & Stein, LLC239,112$11.2M0.91%+3,77013F-HRTimeline
World Investment Advisors235,882$11M0.23%-1,69513F-HRTimeline
Apeiron RIA LLC226,797$10.6M2.39%-12,71513F-HRTimeline
TSA Wealth Managment LLC216,407$10.1M3.44%-12,25813F-HRTimeline
Csenge Advisory Group212,396$9.92M0.47%-18,10513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC211,800$9.89M0.01%+50,90013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC210,458$9.83M0.01%+185,43413F-HRTimelineGroup
EWA, LLC204,950$9.57M2.65%-28,55913F-HRTimeline
Diversified Portfolios, Inc.204,890$9.57M0.84%-176,08813F-HRTimeline
Orgel Wealth Management, LLC204,530$9.55M0.22%+1613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC199,770$9.33M0.17%+6,13813F-HRTimelineGroup
Security Financial Services, INC.195,830$9.15M1.48%-32,60713F-HRTimeline
Triangle Securities Wealth Management190,931$8.92M2.02%+2,78713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RETIREMENT CAPITAL STRATEGIES187,134$8.74M3.35%-2,26813F-HRTimeline
Rothschild Wealth LLC185,426$8.66M1.89%+5,12713F-HRTimeline
Veridan Wealth LLC184,683$8.63M2.97%13F-HRTimeline
Atlatl Advisers LLC184,136$8.6M3.42%-7,51413F-HRTimeline
New Capital Management LP182,577$8.53M2.23%+33,28813F-HRTimeline
Cornerstone Planning Group LLC180,598$8.46M1.36%+175,38813F-HRTimeline
Heck Capital Advisors, LLC179,280$8.37M0.65%+123,37013F-HRTimeline
KICKSTAND VENTURES, LLC.178,479$8.34M1.83%+10,76513F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC177,333$8.28M2.75%+4,84513F-HRTimeline
Barnes Wealth Management Group, Inc176,948$8.27M4.55%-4,64613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…175,749$8.21M0.14%+80,49613F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC173,854$8.12M3.64%-30,42813F-HRTimeline
Trivium Point Advisory, LLC172,938$8.08M0.82%+6,08613F-HRTimeline
FFG RETIREMENT ADVISORS LLC172,016$8.03M4.99%-20,86113F-HRTimeline
Mayflower Financial Advisors, LLC171,992$8.03M1.01%-26,54513F-HRTimeline
Kilter Group LLC170,984$7.99M3.77%-43,02713F-HRTimeline
Focus Financial Network, Inc.161,954$7.56M0.27%+67013F-HRTimeline
Advisory Services Network, LLC161,760$7.56M0.11%-14,09813F-HRTimeline
SAX WEALTH ADVISORS, LLC160,235$7.48M0.4%-9,19213F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …159,983$7.46M0.25%+16,30113F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC159,522$7.45M2.55%-14,29913F-HRTimeline
Ashton Thomas Private Wealth, LLC157,026$7.33M0.19%+27,27613F-HRTimeline
Centurion Wealth Management LLC154,756$7.23M1.65%-14,53913F-HRTimeline
Yukon Wealth Management, Inc.153,223$7.16M2.35%-2,52313F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC151,732$7.09M2.24%-4,46413F-HRTimeline
Gateway Wealth Partners, LLC151,448$7.07M0.96%-1,08213F-HRTimeline
IFP Advisors, Inc145,745$6.81M0.18%-5,77313F-HR/ATimeline
Davis Wealth Advisors, LLC143,130$6.69M6%-4,58513F-HRTimeline
Creative Planningin group Creative Planning142,240$6.64M0.01%+54,92613F-HRTimelineGroup
Cypress Wealth Services, LLC141,959$6.63M1.09%-21,00013F-HRTimeline
VALLEY NATIONAL ADVISERS INC137,995$6.45M1%+3,83313F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC136,429$6.39M3.79%+26,82613F-HRTimeline
Randall & Associates Wealth Management135,453$6.33M4.59%+25,99913F-HRTimeline
Snowden Capital Advisors LLC134,049$6.26M0.17%-5,15413F-HRTimeline
Vise Technologies, Inc.133,413$6.23M0.23%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.132,306$6.18M<0.01%+8,36613F-HRTimelineGroup