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Disclosery

IUSB ISHARES TR

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SHS (fund)

835 managers (845 13F filers) reported a position in IUSB shares at 2025-12-31, 720,149,841 shares in all. 78 filers opened a position and 46 filers sold out during the quarter.

Managers
835
13F filers
845
New
78
Added
372
Reduced
246
Sold out
46
Shares held by filers
720,149,841

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 holding131,559,800$6.12B-3,768,609Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP76,564,104$3.56B2.17%+5,199,99513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.71,877,364$3.35B0.06%+9,482,37213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN47,946,578$2.23B0.44%+1,331,49013F-HRTimelineGroup
LPL Financial LLC45,507,455$2.12B0.58%+966,13013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…28,622,754$1.33B0.84%+2,324,73113F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY24,700,344$1.15B0.07%+1,931,83813F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,846,746$831M0.06%-1,846,64713F-HRTimelineGroup
CWM, LLCin group CWM, LLC17,194,171$800M2.17%+85,42813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC16,120,286$750M0.89%+2,115,40413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,112,631$517M0.12%+45,98513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,640,284$449M0.08%+686,68513F-HRTimelineGroup
Cetera Investment Advisers9,522,893$443M0.48%+439,30613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,603,823$400M3.39%-323,27413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC7,437,955$346M0.84%+468,60113F-HRTimeline
Janney Montgomery Scott LLC7,094,873$330M0.76%-192,45813F-HRTimeline
OneDigital Investment Advisors LLC6,860,453$319M3.13%+193,24813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding5,974,279$278M+483,020Timeline
SigFig Wealth Management, LLC4,631,033$216M6.42%+206,26113F-HRTimeline
Wealthspire Advisors, LLC4,617,814$215M1.71%+228,37113F-HRTimeline
GeoWealth Management, LLC4,582,505$213M7.86%-1,88513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,526,288$211M0.07%+252,84013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,993,982$186M1.12%+81,43713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,973,316$185M0.03%+374,27313F-HRTimelineGroup
Foundations Investment Advisors, LLC3,362,415$156M2.05%+90,30113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,121,715$145M0.19%+10,73513F-HRTimeline
UBS Group AGgroup of 2 filers holding3,019,555$141M+8,772Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,973,204$138M0.2%-303,77213F-HRTimelineGroup
Savvy Advisors, Inc.2,839,695$132M4.27%+1,065,13313F-HRTimeline
NewEdge Advisors, LLC2,834,464$132M0.48%+207,88713F-HRTimeline
Mason & Associates, LLC2,831,120$132M29.96%+395,30313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,725,862$127M0.11%+200,32113F-HRTimelineGroup
First Command Advisory Services, Inc.2,694,661$125M0.87%+483,83613F-HRTimeline
Sanctuary Advisors, LLC2,542,432$118M0.65%-9,27313F-HRTimeline
Allworth Financial LP2,496,225$116M0.48%-46,11813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,433,193$113M0.01%+161,78613F-HRTimelineGroup
JB Capital LLC2,381,505$111M4.52%-144,45413F-HRTimeline
Symmetry Partners, LLC2,234,872$104M6.16%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,858,116$86.7M0.15%-4,55613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC1,797,858$83.7M0.17%+39,06713F-HRTimelineGroup
Farther Finance Advisors, LLC1,703,390$79.3M0.85%+165,88913F-HRTimeline
Compass Ion Advisors, LLC1,688,690$78.6M7.49%+107,60413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,660,550$77.3M0.1%+117,09813F-HRTimelineGroup
MCMORGAN & CO LLC1,615,139$75.2M12.46%+17,81513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,614,090$75.1M+241,382Timeline
US BANCORP \DE\in group US BANCORP \DE\1,502,900$69.9M0.08%+29,27113F-HRTimelineGroup
Cambridge Investment Research Advisors,…1,498,396$69.7M0.18%+41,80913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,440,924$67.1M0.04%+6,71213F-HRTimelineGroup
Baker Avenue Asset Management, LP1,431,399$66.6M1.54%+152,99713F-HRTimeline
Affinity Capital Advisors, LLC1,387,146$64.6M8.93%+83,38813F-HRTimeline
FMR LLCin group FMR LLC1,319,389$61.4M<0.01%-74,97813F-HRTimelineGroup
&PARTNERS1,300,226$60.6M0.32%+57,90913F-HRTimeline
Global Strategic Investment Solutions, …1,226,424$57.1M5.58%+235,23413F-HRTimeline
SOFI WEALTH, LLC1,207,399$56.2M2.8%+68,53613F-HRTimeline
NorthRock Partners, LLC1,162,266$54.1M0.91%+274,15813F-HRTimeline
Integrated Wealth Concepts LLC1,129,054$52.5M0.62%-483,44413F-HRTimeline
SteelPeak Wealth, LLC1,093,577$50.9M1.67%+20,49213F-HRTimeline
Intelligence Driven Advisers, LLC1,042,459$48.5M6.94%-73,82013F-HRTimeline
Atria Investments, Inc1,041,792$48.5M0.55%+6,18113F-HRTimeline
Avidian Wealth Enterprises, LLC1,028,988$47.9M1.74%+13,70513F-HRTimeline
Sharkey, Howes & Javer1,013,565$47.2M6%-84,26313F-HRTimeline
Destination Wealth Management1,004,200$46.7M1.22%+49,75513F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp996,771$46.4M2.46%+163,85313F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC974,173$45.3M1.1%+2,18913F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP973,755$45.3M0.29%+65,13913F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…952,366$44.3M0.16%+37,16613F-HRTimelineGroup
High Falls Advisors, Inc949,545$44.2M8.95%-26,08613F-HRTimeline
Stash Investments, LLC945,087$44M17.63%+75,00513F-HRTimeline
Stone House Investment Management, LLC943,025$43.9M6.81%-54,24313F-HRTimeline
Johnson Bixby & Associates, LLC928,441$43.2M5.36%new13F-HRTimeline
Icon Wealth Advisors, LLC921,668$42.9M2.86%-37,39813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.914,245$42.5M0.07%+10,07313F-HRTimelineGroup
Orion Porfolio Solutions, LLC876,079$40.8M0.3%+73,39113F-HRTimeline
MGO ONE SEVEN LLC832,390$38.7M0.79%+291,28113F-HRTimeline
Apella Capital, LLC826,561$38.5M0.76%+164,02413F-HRTimeline
JT Stratford LLC821,240$38.2M4.91%+461,76713F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…807,250$37.6M4.53%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.803,996$37.4M1.37%-113,13413F-HRTimeline
Composition Wealth, LLC780,869$36.3M0.52%+27,18413F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC779,202$36.3M6.11%+15,35813F-HRTimeline
Strategic Blueprint, LLC697,416$32.5M1.92%+31,26213F-HRTimeline
ONE Advisory Partners, LLC677,341$31.5M9.51%+29,74613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC671,055$31.2M11.06%+55,42813F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.667,447$31.1M11.73%+15,55013F-HRTimeline
Trek Financial, LLC640,051$29.8M1.73%+12,29213F-HRTimeline
Perigon Wealth Management, LLC633,426$29.5M0.53%+50,64813F-HRTimeline
Global Retirement Partners, LLC633,336$29.5M0.52%+272,48113F-HRTimeline
Stokes Family Office, LLC624,691$29.1M2.66%+60,36813F-HRTimeline
Summit Financial, LLC598,936$27.9M0.41%+16,94913F-HRTimeline
AE Wealth Management LLC588,596$27.4M0.16%+106,20913F-HRTimeline
World Investment Advisors584,856$27.2M0.45%+348,97413F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP581,365$27.1M0.04%+15,02413F-HR/ATimelineGroup
GM Advisory Group, LLC580,630$27M1.06%-84,93513F-HRTimeline
Compound Planning, Inc.573,997$26.7M0.79%+53,41313F-HRTimeline
Horst & Graben Wealth Management LLC560,025$26.1M3.93%+13,94513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC543,326$25.3M0.39%+18,63113F-HRTimelineGroup
PAX Financial Group, LLC532,381$24.8M4.27%+40,63713F-HRTimeline
Legacy Financial Group LLC533,293$24.8M3.06%-9,78413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management528,556$24.6M0.28%+27,56313F-HRTimelineGroup
Merit Financial Group, LLC505,108$23.5M0.19%+192,57513F-HRTimeline
Skyline Advisors, Inc.499,698$23.3M7.76%+25,14613F-HRTimeline
Keystone Financial Services498,246$23.2M7%-64,63413F-HRTimeline
Blue Trust, Inc.488,091$22.7M0.26%-63,34413F-HRTimeline
Austin Private Wealth, LLC483,015$22.5M1.68%+17,31413F-HRTimeline
WEALTH ALLIANCE, LLC478,439$22.3M2.18%+33,00313F-HRTimeline
Coppell Advisory Solutions LLC458,281$21.4M2.1%+55,44813F-HRTimeline
KWB Wealth456,365$21.2M2.01%-33,32313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management454,080$21.1M0.71%-13,25613F-HRTimelineGroup
Invst, LLC453,941$21.1M2.3%-39,74013F-HRTimeline
Apeiron RIA LLC449,436$20.9M4.24%+222,63913F-HRTimeline
Regal Investment Advisors LLC448,866$20.9M1.25%+59,97213F-HRTimeline
Bay Harbor Wealth Management, LLC447,303$20.8M5.44%-89113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding445,197$20.8M+285,214Timeline
HighTower Advisors, LLC438,748$20.4M0.02%+26,24113F-HRTimeline
Elevated Financial Group LLC437,193$20.3M7.04%13F-HRTimeline
BANK OF HAWAII408,472$19M0.94%-14,64413F-HRTimeline
West Wealth Group, LLC403,416$18.8M3.9%+23,27913F-HRTimeline
Shared Vision Wealth Group LLC395,131$18.5M7.48%-3,62713F-HRTimeline
Modern Wealth Management, LLC392,368$18.3M0.33%+111,95313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC390,480$18.2M0.5%-11,30513F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…375,619$17.5M0.03%+124,20613F-HR/ATimelineGroup
PFG Advisors374,210$17.4M0.85%+55,88013F-HRTimeline
VALLEY NATIONAL ADVISERS INC372,447$17.3M2.4%+234,45213F-HRTimeline
CFS Investment Advisory Services, LLC370,207$17.2M1.26%-6,13413F-HRTimeline
WCG Wealth Advisors LLC368,692$17.2M0.48%-60,03213F-HRTimeline
U.S. Capital Wealth Advisors, LLC366,696$17.1M0.45%-4,66413F-HRTimeline
Tanager Wealth Management LLP361,795$16.8M1.68%+42,31613F-HRTimeline
5T Wealth, LLC360,565$16.8M6.7%+7,23813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV356,558$16.6M0.03%+261,10113F-HRTimeline
Firestone Capital Management349,346$16.3M3.45%-5,08913F-HRTimeline
Opes Wealth Management LLC347,916$16.2M2.75%+12,37513F-HRTimeline
One Wealth Advisors, LLC343,351$16M1.95%+36,10913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…340,531$15.8M0.18%+164,78213F-HRTimelineGroup
D.A. DAVIDSON & CO.336,812$15.7M0.1%-2,90113F-HRTimeline
Forum Private Client Group LLC336,479$15.7M5.34%+15,43113F-HRTimeline
Advus Financial Partners, LLC335,247$15.6M5.61%-7,85313F-HR/ATimeline
Central Pacific Bank - Trust Division334,001$15.5M1.91%-28513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC329,189$15.3M1.98%-5,61313F-HRTimeline
Private Advisor Group, LLC327,406$15.2M0.07%-1,57913F-HRTimeline
Bensler, LLC321,687$15M1.5%-91213F-HRTimeline
Elite Financial, Inc.315,935$14.7M6.69%+3,28213F-HRTimeline
True Vision MN LLC315,686$14.7M7.47%+4,29813F-HRTimeline
Summit Wealth Partners, LLC311,914$14.5M2.68%+34,76713F-HRTimeline
Hoxton Planning & Management, LLC310,069$14.4M4.31%+38713F-HRTimeline
Claro Advisors Inc.305,803$14.2M1.94%+42,03813F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …305,637$14.2M1.87%-71,50913F-HRTimeline
Mutual Advisors, LLC303,265$14.1M0.3%-3,49013F-HRTimeline
COMERICA BANK301,869$14M0.06%-21,06513F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC295,392$13.7M5.34%+1,00513F-HRTimeline
SWP FINANCIAL LLC293,306$13.7M6.85%+45,58713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC291,471$13.6M1.36%+18,30713F-HRTimeline
Sovran Advisors, LLC276,516$12.9M1.1%-8,52213F-HRTimeline
WealthShield Partners, LLC277,066$12.9M1.42%+74513F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.270,537$12.6M3.61%-20,54613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC261,845$12.2M0.25%+4,19813F-HRTimelineGroup
Armor Investment Advisors, LLC256,790$12M4.4%-6,59113F-HRTimeline
Simplicity Wealth,LLC255,317$11.9M0.71%-86,32413F-HRTimeline
Kingsview Wealth Management, LLC251,027$11.7M0.17%+11,51813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding250,744$11.7M+50,974Timeline
J. Mark Nickell & Co.250,397$11.7M10.76%13F-HRTimeline
Galvin, Gaustad & Stein, LLC245,494$11.4M0.89%+6,38213F-HRTimeline
Vise Technologies, Inc.243,800$11.3M0.22%+110,38713F-HRTimeline
TSA Wealth Managment LLC238,781$11.1M3.68%+22,37413F-HRTimeline
Frisch Financial Group, Inc.236,762$11M2.47%+214,24413F-HRTimeline
FINANCIAL LIFE ADVISORS232,615$10.8M3.34%-67,89613F-HRTimeline
Csenge Advisory Group224,656$10.5M0.47%+12,26013F-HRTimeline
Mosley Wealth Management208,223$9.71M4.45%13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC207,601$9.66M3.03%+30,26813F-HRTimeline
Atlatl Advisers LLC206,076$9.59M3.68%+21,94013F-HRTimeline
Orgel Wealth Management, LLC203,722$9.48M0.21%-80813F-HRTimeline
RETIREMENT CAPITAL STRATEGIES201,662$9.39M3.48%+14,52813F-HRTimeline
Heck Capital Advisors, LLC200,732$9.34M0.7%+21,45213F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC184,615$9.32M8.83%new13F-HRTimeline
Security Financial Services, INC.197,185$9.18M1.44%+1,35513F-HRTimeline
EWA, LLC197,027$9.17M2.24%-7,92313F-HRTimeline
Cornerstone Planning Group LLC195,060$9.11M1.42%+14,46213F-HRTimeline
Triangle Securities Wealth Management195,115$9.08M1.91%+4,18413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Veridan Wealth LLC191,244$8.9M2.99%+6,56113F-HRTimeline
Diversified Portfolios, Inc.190,489$8.87M0.74%-14,40113F-HRTimeline
New Capital Management LP185,239$8.62M2.17%+2,66213F-HRTimeline
Creative Planningin group Creative Planning180,532$8.4M0.01%+38,29213F-HRTimelineGroup
Mayflower Financial Advisors, LLC179,727$8.36M1.01%+7,73513F-HRTimeline
Barnes Wealth Management Group, Inc177,979$8.28M4.43%+1,03113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC176,757$8.25M2.4%+17,23513F-HRTimeline
KICKSTAND VENTURES, LLC.176,557$8.22M1.73%-1,92213F-HRTimeline
Kilter Group LLC175,167$8.15M3.6%+4,18313F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC175,110$8.15M3.47%+1,25613F-HRTimeline
Ashton Thomas Private Wealth, LLC173,428$8.07M0.2%+16,40213F-HRTimeline
Advisory Services Network, LLC173,177$8.06M0.11%+11,41713F-HRTimeline
Betterment LLC171,750$7.99M0.02%+65,75913F-HRTimeline
FFG RETIREMENT ADVISORS LLC169,464$7.89M4.89%-2,55213F-HRTimeline
Trivium Point Advisory, LLC169,420$7.88M0.79%-3,51813F-HRTimeline
Alliance Private Wealth, LLC165,748$7.7M2.68%13F-HRTimeline
Polaris Investment Advisors, LLC164,815$7.67M5.54%13F-HRTimeline
Focus Financial Network, Inc.163,164$7.59M0.26%+1,21013F-HRTimeline
Royal Fund Management, LLC162,128$7.55M0.69%+105,54613F-HRTimeline
Centurion Wealth Management LLC159,063$7.4M1.63%+4,30713F-HRTimeline
Gateway Wealth Partners, LLC157,261$7.32M0.81%+5,81313F-HRTimeline
Yukon Wealth Management, Inc.156,663$7.28M4.19%+3,44013F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC151,828$7.07M2.11%+9613F-HRTimeline