Skip to content
Disclosery

IUSB ISHARES TR

Follow

SHS (fund)

840 managers (849 13F filers) reported a position in IUSB shares at 2026-03-31, 769,594,595 shares in all. 70 filers opened a position and 59 filers sold out during the quarter.

Managers
840
13F filers
849
New
70
Added
463
Reduced
216
Sold out
59
Shares held by filers
769,594,595

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 holding145,618,552$6.73B+14,058,752Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP79,586,891$3.65B1.75%+3,022,78713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.70,760,965$3.27B0.06%-1,116,39913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN49,562,677$2.29B0.46%+1,616,09913F-HR/ATimelineGroup
LPL Financial LLC47,282,506$2.18B0.58%+1,775,05113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,338,047$1.4B0.86%+1,715,29313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY25,978,502$1.2B0.07%+1,278,15813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC18,948,193$875M1.02%+2,827,90713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,909,534$826M0.06%+62,78813F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC17,616,671$814M2.14%+422,50013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,541,941$533M0.12%+429,31013F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,974,170$507M0.09%+1,333,88613F-HRTimelineGroup
Cetera Investment Advisers10,043,013$464M0.49%+520,12013F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding8,989,541$415M+3,015,262Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC8,956,773$414M3.23%+352,95013F-HRTimelineGroup
Janney Montgomery Scott LLC7,713,487$356M0.88%+618,61413F-HRTimeline
OneDigital Investment Advisors LLC7,590,426$351M3.43%+729,97313F-HRTimeline
MML INVESTORS SERVICES, LLC7,265,228$336M0.93%-172,72713F-HRTimeline
SigFig Wealth Management, LLC5,234,998$242M7.09%+603,96513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.5,053,447$233M8.45%+4,982,54113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,938,217$228M0.07%+411,92913F-HRTimelineGroup
Wealthspire Advisors, LLC4,727,243$218M1.71%+109,42913F-HRTimeline
GeoWealth Management, LLC4,664,293$215M7.76%+81,78813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,298,070$199M0.04%+324,75413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,101,187$189M1.17%+107,20513F-HRTimelineGroup
Foundations Investment Advisors, LLC3,776,645$174M2.16%+414,23013F-HRTimeline
Savvy Advisors, Inc.3,343,314$154M4.14%+503,61913F-HRTimeline
First Command Advisory Services, Inc.3,106,970$144M0.97%+412,30913F-HRTimeline
NewEdge Advisors, LLC3,087,463$143M0.52%+252,99913F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC2,965,747$137M0.19%-155,96813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,926,345$135M0.12%+200,48313F-HRTimelineGroup
Mason & Associates, LLC2,897,250$134M30.64%+66,13013F-HRTimeline
UBS Group AGgroup of 2 filers holding2,821,500$130M-198,055Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,772,218$128M0.19%-200,98613F-HRTimelineGroup
Sanctuary Advisors, LLC2,667,710$123M0.67%+125,27813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,522,974$117M0.01%+89,78113F-HRTimelineGroup
JB Capital LLC2,512,196$116M4.69%+130,69113F-HRTimeline
Allworth Financial LP2,456,447$113M0.46%-39,77813F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC2,397,900$111M0.07%new13F-HRTimeline
Symmetry Partners, LLC2,248,840$104M5.93%+13,96813F-HRTimeline
Farther Finance Advisors, LLC2,164,194$99.7M0.94%+460,80413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,864,366$86.1M0.18%+66,50813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,863,494$86M0.16%+5,37813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,760,812$81.3M0.11%+100,26213F-HRTimelineGroup
Compass Ion Advisors, LLC1,755,388$81.1M7.73%+66,69813F-HRTimeline
Cambridge Investment Research Advisors,…1,621,133$74.9M0.19%+122,73713F-HRTimeline
SOFI WEALTH, LLC1,553,764$71.8M3.46%+346,36513F-HRTimeline
Baker Avenue Asset Management, LP1,481,053$68.4M1.56%+49,65413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,455,397$67.2M0.04%+14,47313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,428,852$66M-185,238Timeline
FMR LLCin group FMR LLC1,387,165$64.1M<0.01%+67,77613F-HRTimelineGroup
Affinity Capital Advisors, LLC1,366,932$63.1M8.85%-20,21413F-HRTimeline
Integrated Wealth Concepts LLC1,307,816$60.4M0.48%+178,76213F-HRTimeline
Global Strategic Investment Solutions, …1,266,562$58.5M5.75%+40,13813F-HRTimeline
MCMORGAN & CO LLC1,247,471$57.6M9.32%-367,66813F-HRTimeline
&PARTNERS1,229,925$56.8M0.28%-70,30113F-HRTimeline
NorthRock Partners, LLC1,191,852$55.1M0.89%+29,58613F-HRTimeline
Apella Capital, LLC1,122,430$52.2M0.78%+295,86913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,101,390$50.9M2.86%+104,61913F-HRTimelineGroup
Avidian Wealth Enterprises, LLC1,099,709$50.8M1.61%+70,72113F-HRTimeline
SteelPeak Wealth, LLC1,090,959$50.4M1.58%-2,61813F-HRTimeline
Atria Investments, Inc1,072,619$49.5M0.55%+30,82713F-HRTimeline
Destination Wealth Management1,044,684$48.3M1.25%+40,48413F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,037,651$47.9M0.31%+63,89613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,025,809$47.4M1.1%+51,63613F-HRTimelineGroup
Icon Wealth Advisors, LLC1,026,040$47.3M3.07%+104,37213F-HRTimeline
Stash Investments, LLC988,610$45.7M17.71%+43,52313F-HRTimeline
Sharkey, Howes & Javer983,682$45.4M6.12%-29,88313F-HRTimeline
Stone House Investment Management, LLC977,212$45.1M8.09%+34,18713F-HRTimeline
Johnson Bixby & Associates, LLC974,524$45M5.58%+46,08313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…973,061$44.9M0.16%+20,69513F-HRTimelineGroup
Intelligence Driven Advisers, LLC971,550$44.9M7.82%-70,90913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management878,036$40.6M1.38%+423,95613F-HRTimelineGroup
MGO ONE SEVEN LLC871,594$40.3M0.81%+39,20413F-HRTimeline
INTEGRITY ALLIANCE, LLC.865,259$40M1.52%+61,26313F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…859,131$39.7M4.61%+51,88113F-HRTimeline
Composition Wealth, LLC815,121$37.7M0.52%+34,25213F-HRTimeline
JACOBSON & SCHMITT ADVISORS, LLC797,346$36.8M6.68%+18,14413F-HRTimeline
Strategic Blueprint, LLC767,496$35.5M2.06%+70,08013F-HRTimeline
JT Stratford LLC738,320$34.1M4.34%-82,92013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.718,506$33.2M0.05%-195,73913F-HRTimelineGroup
Summit Financial, LLC714,406$33M0.42%+115,47013F-HRTimeline
ONE Advisory Partners, LLC711,117$32.8M10.12%+33,77613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC691,129$31.9M11.44%+20,07413F-HRTimeline
Trek Financial, LLC690,755$31.9M1.69%+50,70413F-HRTimeline
LANDMARK WEALTH MANAGEMENT, INC.680,126$31.4M11.85%+12,67913F-HRTimeline
Perigon Wealth Management, LLC679,198$31.4M0.57%+45,77213F-HRTimeline
Orion Porfolio Solutions, LLC672,959$31.1M0.26%-203,12013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…654,806$30.2M0.07%+514,00513F-HRTimeline
AE Wealth Management LLC643,239$29.7M0.16%+54,64313F-HRTimeline
Compound Planning, Inc.633,452$29.3M0.9%+59,45513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC614,297$28.4M0.42%+70,97113F-HRTimelineGroup
World Investment Advisors611,837$28.3M0.46%+26,98113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP576,560$26.6M0.04%-4,80513F-HRTimelineGroup
Stokes Family Office, LLC574,741$26.5M2.74%-49,95013F-HRTimeline
GM Advisory Group, LLC573,367$26.5M1.02%-7,26313F-HRTimeline
Horst & Graben Wealth Management LLC570,855$26.4M3.63%+10,83013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management564,166$26.1M0.3%+35,61013F-HRTimelineGroup
WEALTH ALLIANCE, LLC562,117$26M2.56%+83,67813F-HRTimeline
Skyline Advisors, Inc.558,459$25.8M9%+58,76113F-HRTimeline
Legacy Financial Group LLC557,960$25.8M3.24%+24,66713F-HRTimeline
PAX Financial Group, LLC553,788$25.6M4.36%+21,40713F-HRTimeline
Modern Wealth Management, LLC550,514$25.4M0.44%+158,14613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC541,480$25M0.04%+484,31313F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding495,868$22.9M+50,671Timeline
Gateway Wealth Partners, LLC495,031$22.9M0.89%+337,77013F-HRTimeline
Regal Investment Advisors LLC492,806$22.8M1.31%+43,94013F-HRTimeline
Keystone Financial Services492,610$22.8M6.68%-5,63613F-HRTimeline
Elevated Financial Group LLC491,327$22.7M7.53%+54,13413F-HRTimeline
HighTower Advisors, LLC487,041$22.5M0.02%+48,29313F-HRTimeline
Blue Trust, Inc.483,642$22.3M0.26%-4,44913F-HRTimeline
Creative Planningin group Creative Planning470,401$21.7M0.01%+289,86913F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC462,872$21.4M0.56%+72,39213F-HRTimelineGroup
Bay Harbor Wealth Management, LLC460,907$21.3M5.52%+13,60413F-HRTimeline
Frisch Financial Group, Inc.457,422$21.1M4.42%+220,66013F-HRTimeline
KWB Wealth447,733$20.8M2.06%-8,63213F-HRTimeline
Invst, LLC441,757$20.4M2.31%-12,18413F-HRTimeline
Apeiron RIA LLC440,640$20.4M4.72%-8,79613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…437,299$20.2M0.22%+96,76813F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.432,505$20M0.22%+342,50013F-HRTimeline
U.S. Capital Wealth Advisors, LLC428,360$19.8M0.5%+61,66413F-HRTimeline
West Wealth Group, LLC428,064$19.8M3.91%+24,64813F-HRTimeline
Merit Financial Group, LLC416,141$19.2M0.14%-88,96713F-HRTimeline
BANK OF HAWAII407,270$18.8M0.99%-1,20213F-HRTimeline
Advocacy Wealth Management, LLC405,887$18.7M0.83%new13F-HRTimeline
PFG Advisors402,930$18.6M0.91%+28,72013F-HRTimeline
Shared Vision Wealth Group LLC396,227$18.3M7.47%+1,09613F-HRTimeline
CFS Investment Advisory Services, LLC370,137$17.2M1.19%-7013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding372,713$17.2M+324,273Timeline
True Vision MN LLC370,169$17.1M8.82%+54,48313F-HRTimeline
WCG Wealth Advisors LLC366,023$16.9M0.47%-2,66913F-HRTimeline
One Wealth Advisors, LLC366,019$16.9M2.11%+22,66813F-HRTimeline
Arax Advisory Partners363,255$16.8M0.47%+356,41813F-HRTimeline
5T Wealth, LLC360,402$16.6M6.58%-16313F-HRTimeline
HARBOUR INVESTMENTS, INC.357,978$16.5M0.26%+282,53013F-HRTimeline
VALLEY NATIONAL ADVISERS INC354,910$16.4M2.12%-17,53713F-HRTimeline
Firestone Capital Management351,784$16.2M3.38%+2,43813F-HRTimeline
Private Advisor Group, LLC350,451$16.2M0.08%+23,04513F-HRTimeline
Opes Wealth Management LLC347,461$16M2.74%-45513F-HRTimeline
Forum Private Client Group LLC346,474$16M5.33%+9,99513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC342,830$15.8M1.98%+13,64113F-HRTimeline
Claro Advisors Inc.341,084$15.8M1.9%+35,28113F-HRTimeline
Summit Wealth Partners, LLC337,978$15.6M2.47%+26,06413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding332,242$15.3M+247,157Timeline
Advus Financial Partners, LLC331,404$15.3M5.8%-3,84313F-HR/ATimeline
Hoxton Planning & Management, LLC330,634$15.3M4.58%+20,56513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…330,604$15.3M0.03%-45,01513F-HRTimelineGroup
Sovran Advisors, LLC328,949$15.2M1.19%+52,43313F-HRTimeline
D.A. DAVIDSON & CO.326,201$15.1M0.09%-10,61113F-HRTimeline
Elite Financial, Inc.325,786$15M6.75%+9,85113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC317,168$14.6M1.44%+25,69713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.309,066$14.3M4.09%+38,52913F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC301,769$13.9M5.47%+6,37713F-HRTimeline
Tanager Wealth Management LLP301,632$13.9M1.35%-60,16313F-HRTimeline
SWP FINANCIAL LLC297,936$13.8M7.02%+4,63013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC295,121$13.6M0.29%+33,27613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC293,817$13.6M0.01%new13F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …288,181$13.3M1.74%-17,45613F-HRTimeline
WealthShield Partners, LLC286,289$13.2M1.47%+9,22313F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding280,276$12.9M+29,532Timeline
J. Mark Nickell & Co.276,300$12.8M11.53%+25,90313F-HR/ATimeline
EWA, LLC274,812$12.7M2.88%+77,78513F-HRTimeline
Simplicity Wealth,LLC273,987$12.7M0.72%+18,67013F-HRTimeline
Atlatl Advisers LLC267,471$12.4M9.17%+61,39513F-HRTimeline
SEEDS INVESTOR LLC265,614$12.3M1.68%new13F-HRTimeline
ASHTON THOMAS SECURITIES, LLC263,033$12.1M1.52%new13F-HRTimeline
FINANCIAL LIFE ADVISORS257,190$11.9M3.7%+24,57513F-HRTimeline
Armor Investment Advisors, LLC256,431$11.8M4.27%-35913F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.254,454$11.8M6.69%13F-HRTimeline
Cornerstone Planning Group LLC253,664$11.7M1.56%+58,60413F-HRTimeline
Bensler, LLC252,557$11.7M1.2%-69,13013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC252,171$11.6M0.21%+119,57113F-HRTimeline
Galvin, Gaustad & Stein, LLC250,223$11.6M0.93%+4,72913F-HRTimeline
TSA Wealth Managment LLC249,885$11.5M3.73%+11,10413F-HRTimeline
Vise Technologies, Inc.243,800$11.3M0.22%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC239,753$11.1M0.01%new13F-HRTimelineGroup
Independent Advisor Alliance226,826$10.5M0.11%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC224,008$10.3M3.15%+16,40713F-HRTimeline
Arkadios Wealth Advisors220,994$10.2M0.17%+114,97913F-HRTimeline
Advisory Services Network, LLC220,956$10.2M0.14%+47,77913F-HRTimeline
Csenge Advisory Group219,564$10.1M0.46%-5,09213F-HRTimeline
Legacy Wealth Partners, LLC218,024$10.1M2.52%+181,28313F-HRTimeline
Focus Financial Network, Inc.217,019$10M0.36%+53,85513F-HRTimeline
RETIREMENT CAPITAL STRATEGIES213,628$9.87M3.73%+11,96613F-HRTimeline
Mosley Wealth Management209,521$9.79M4.43%+1,29813F-HRTimeline
Security Financial Services, INC.210,078$9.7M1.53%+12,89313F-HRTimeline
Betterment LLC208,442$9.63M0.02%+36,69213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC204,563$9.45M2.38%+27,80613F-HRTimeline
Heck Capital Advisors, LLC201,891$9.33M0.69%+1,15913F-HRTimeline
Orgel Wealth Management, LLC201,654$9.31M0.2%-2,06813F-HRTimeline
Triangle Securities Wealth Management199,664$9.22M2.09%+4,54913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
New Capital Management LP193,766$8.95M2.21%+8,52713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC191,834$8.86M0.21%+126,59913F-HRTimeline
Veridan Wealth LLC191,178$8.83M3.33%-6613F-HRTimeline
Mayflower Financial Advisors, LLC190,828$8.81M1.07%+11,10113F-HRTimeline
Barnes Wealth Management Group, Inc188,532$8.71M4.42%+10,55313F-HRTimeline
Kilter Group LLC185,364$8.56M3.69%+10,19713F-HRTimeline
Ashton Thomas Private Wealth, LLC180,265$8.33M0.2%+6,83713F-HRTimeline
ONE WEALTH CAPITAL MANAGEMENT, LLC178,491$8.27M3.61%+3,38113F-HRTimeline
Patriot Financial Group Insurance Agenc…177,350$8.19M0.46%+88,38913F-HRTimeline