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Disclosery

IUSB ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 38 13F filers report a position in IUSB shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
SigFig Wealth Management, LLC6,051,951$267M6.66%+548,44813F-HRTimeline
Farther Finance Advisors, LLC3,214,129$142M1%+619,27313F-HRTimeline
Apella Capital, LLC1,626,651$71.6M0.91%+244,07713F-HRTimeline
Avidian Wealth Enterprises, LLC1,107,132$48.8M1.36%-39,30513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC820,424$36.2M10.17%+43,28013F-HRTimeline
Apeiron RIA LLC557,270$24.5M5.58%+266,91913F-HRTimeline
Worth Asset Management, LLC355,511$15.7M4.57%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC270,678$11.9M0.9%+7,08913F-HRTimeline
Balefire, LLC256,862$11.3M1.78%+136,55513F-HRTimeline
CoreCap Advisors, LLC147,578$6.51M0.19%+29,84113F-HRTimeline
First Heartland Consultants, Inc.136,140$6M0.4%+25,80713F-HRTimeline
Retirement Wealth Solutions LLC122,211$5.39M2.85%+23,26313F-HRTimeline
Cassilly Financial Group LLC113,563$5.01M3.36%+19,02213F-HRTimeline
BOS Asset Management, LLC98,552$4.35M1.02%-49413F-HRTimeline
Montecito Bank & Trust84,275$3.72M0.56%+2,27813F-HRTimeline
FC Advisory LLC74,677$3.29M0.86%+8,88813F-HRTimeline
KFA Private Wealth Group, LLC64,371$2.84M0.67%-1,88713F-HRTimeline
Sound Income Strategies, LLC62,692$2.77M0.12%-6,90013F-HRTimeline
Central Pacific Bank - Trust Division52,166$2.3M0.24%+66813F-HRTimeline
Cooper Financial Group39,426$1.74M0.14%-45613F-HRTimeline
Asempa Wealth Advisors29,197$1.29M1%-67213F-HRTimeline
DAVIDSON TRUST CO20,771$916K0.36%+5,70013F-HRTimeline
Silverleafe Capital Partners, LLC18,635$822K0.23%+17113F-HRTimeline
TrueWealth Advisors, LLC16,873$744K0.17%+2,30413F-HRTimeline
Shira Ridge Wealth Management15,943$703K0.24%-87,98913F-HRTimeline
LifeGoal Investments, LLC14,973$660K0.2%+1,44413F-HRTimeline
Atlas Brown,Inc.14,091$621K0.16%+4,82013F-HRTimeline
Wealth Group Ltd13,102$576K0.11%-3,90313F-HRTimeline
Intelligence Driven Advisers, LLC9,420$415K0.07%-1,009,65213F-HRTimeline
Successful Portfolios LLC5,484$241K0.11%-513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,735$76.5K0.01%013F-HRTimelineGroup
Trust Co675$29.8K<0.01%+40013F-HRTimeline
GK Wealth Management LLC600$26.5K0.01%new13F-HRTimeline
Investors Research Corp448$19.8K<0.01%+113F-HRTimeline
Roxbury Financial LLC348$15.4K0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC337$14.9K0.01%+5713F-HRTimeline
Versant Capital Management, Inc233$10.3K<0.01%013F-HRTimeline
EASTERN BANK200$8.82K<0.01%013F-HRTimeline