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Disclosery

IUSV ISHARES TR

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SHS (fund)

796 managers (810 13F filers) reported a position in IUSV shares at 2026-06-30, 202,625,381 shares in all. 63 filers opened a position and 42 filers sold out during the quarter.

Managers
796
13F filers
810
New
63
Added
307
Reduced
229
Sold out
42
Shares held by filers
202,625,381

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/87,142,505$9.6B0.62%+3,767,78313F-HRTimelineGroup
LPL Financial LLC17,438,274$1.92B0.43%+212,65013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,794,840$1.08B0.06%-64,74113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,102,785$890M0.36%+451,01513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,577,855$835M+412,834Timeline
Kestra Advisory Services, LLCgroup of 3 filers holding4,888,909$539M+503,050Timeline
SIGNATUREFD, LLC4,871,244$537M7.17%+228,96213F-HRTimeline
Blue Trust, Inc.4,235,766$467M4.89%-39,95813F-HRTimeline
ASPIRIANT, LLC3,685,507$406M10.02%+2,45213F-HRTimeline
Merit Financial Group, LLC2,976,786$328M2.04%+187,88013F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,917,456$211M0.01%-162,11713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,655,527$182M0.05%+15,39013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,601,375$176M0.09%+163,45013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,576,412$174M0.03%+67,93613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,558,927$172M-60,722Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,392,296$153M1.4%+79,29013F-HRTimelineGroup
Modera Wealth Management, LLC1,192,955$131M1.4%+5,47413F-HRTimeline
BLAIR WILLIAM & CO/IL1,189,639$131M0.34%+23,68713F-HRTimeline
Foster Group, Inc.1,131,712$125M3.31%+19,52013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers1,131,519$125M0.14%+106,68313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP997,535$110M0.15%+179,12613F-HR/ATimelineGroup
Auto-Owners Insurance Coin group Auto-Owners Insurance Co864,000$95.2M2.15%-490,00013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN851,253$93.8M0.02%-332,64113F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…808,560$89.1M7.51%13F-HRTimelineGroup
Cetera Investment Advisers755,194$83.2M0.08%+44,37913F-HRTimeline
HighTower Advisors, LLC744,190$82M0.08%+26,71513F-HRTimeline
Sequoia Financial Advisors, LLC695,001$76.6M0.38%-64913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC671,256$73.9M0.89%-30,82713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC669,764$73.8M0.09%+11,18813F-HRTimeline
McGlone Suttner Wealth Management, Inc.664,617$73.2M8.59%+11,31513F-HRTimeline
KINTRA WEALTH, LLC591,891$68.3M3.57%+148,94113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.603,501$66.5M0.08%+90,05013F-HRTimelineGroup
Allworth Financial LP587,665$64.7M0.28%-9,93713F-HRTimeline
Curi Capital, LLC573,084$63.1M0.98%+123,61313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …532,868$58.7M0.09%+7,29613F-HRTimelineGroup
FMR LLCin group FMR LLC482,741$53.2M<0.01%+4,94013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC472,655$52.1M0.01%+37,91413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding470,886$51.9M+20,791Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC460,850$50.7M0.01%+42,97713F-HRTimelineGroup
Arax Advisory Partners450,235$49.6M0.33%+444,10313F-HRTimeline
Nadler Financial Group, Inc.443,540$48.9M4.14%-9,88613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC429,490$47.3M1.81%+21,63413F-HRTimeline
HOWE & RUSLING INC416,948$45.9M2.66%+58,15713F-HRTimeline
Janney Montgomery Scott LLC410,476$45.2M0.09%+306,96313F-HRTimeline
Gotham Asset Management, LLC398,466$43.9M0.1%+157,49813F-HRTimeline
Financial Engines Advisors L.L.C.397,448$43.8M0.08%+52,73313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…391,557$43.7M0.07%+82413F-HRTimeline
Tanglewood Legacy Advisors, LLC383,487$42.2M13.63%+2,05813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp375,135$41.3M0.69%+7,65213F-HRTimelineGroup
Veracity Capital LLC368,402$40.6M10.96%+7,54613F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.354,360$39M0.53%-3,77713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PCA Investment Advisory Services Inc.330,925$36.5M10.17%+10,05813F-HRTimeline
Madison Wealth Partners, Inc319,929$35.2M4.48%+7,80413F-HRTimeline
Townsend & Associates, Inc316,302$35.2M3%-3,01813F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC311,418$34.3M14.33%+15,81813F-HRTimeline
DDFG, Inc300,399$33.1M6.57%+3,03613F-HRTimeline
ForthRight Wealth Management, LLC294,358$32.4M8.3%-7,91513F-HRTimeline
MML INVESTORS SERVICES, LLC287,524$31.7M0.06%+37,71713F-HRTimeline
Duncan Williams Asset Management, LLC282,318$31.1M7.01%+11,84813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.264,252$29.1M0.17%-66,97513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…254,875$28.1M0.01%+8,24513F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC252,461$27.8M0.21%+2,42913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV249,449$27.5M0.03%+170,21213F-HR/ATimeline
Modern Wealth Management, LLC247,856$27.3M0.33%+208,33013F-HRTimeline
Salus Financial Advisors, LLC243,298$26.8M13.21%+18,03313F-HRTimeline
Private Advisor Group, LLC243,044$26.8M0.12%+23,46313F-HRTimeline
Sanctuary Advisors, LLC236,853$26.1M0.12%+10,17213F-HRTimeline
Garde Capital, Inc.232,407$25.6M1.15%-5,02613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…221,191$24.4M0.04%+4,62913F-HRTimelineGroup
GDS Wealth Management212,872$23.4M1.12%-15,20013F-HRTimeline
Alliance Private Wealth, LLC207,767$22.9M7.95%-13,17613F-HRTimeline
Steele Capital Management, Inc.206,988$22.8M0.84%-2,52813F-HRTimeline
Waldron Private Wealth LLC206,863$22.8M0.79%-27,82013F-HRTimeline
Birchcreek Wealth Management, LLC204,617$22.5M8.78%+2,82213F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.192,775$21.5M9.08%+22013F-HRTimeline
Vestmark Advisory Solutions, Inc.192,811$21.2M0.2%+115,19613F-HRTimeline
Strategies Wealth Advisors, LLC191,032$21M1.88%-11,98113F-HRTimeline
SkyOak Wealth, LLC189,458$20.9M3.41%-11,01813F-HRTimeline
High Probability Advisors, LLC189,323$20.9M2.23%+11,05213F-HRTimeline
Richard W. Paul & Associates, LLC184,588$20.3M6.22%+2,46013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…183,058$20.2M0.11%+26,24613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…173,977$19.2M0.16%+15,38213F-HRTimelineGroup
Crescent Grove Advisors, LLC164,622$18.1M1.54%+2,18213F-HRTimeline
Financial Partners Group, Inc159,702$17.6M1.79%-1,69313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC154,658$17M0.32%+115,68213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP154,119$17M0.01%+2,88713F-HRTimelineGroup
BRANDES INVESTMENT PARTNERS, LPin group BRANDES INVESTMENT PARTNERS, …153,901$17M0.12%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…151,715$16.7M0.04%-59,89513F-HR/ATimeline
Savant Capital, LLC148,121$16.3M0.05%+86913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…147,513$16.3M0.05%-5,53413F-HRTimeline
Global Strategic Investment Solutions, …146,101$16.1M1.44%+40713F-HRTimeline
Creative Planningin group Creative Planning141,664$15.6M0.01%+7,38613F-HRTimelineGroup
Cosner Financial Group, LLC141,107$15.5M7.98%+1,24413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…140,385$15.5M0.31%+82,62313F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE149,660$15.3M0.02%013F-HRTimelineGroup
Atria Investments, Inc134,589$14.8M0.15%+16,03813F-HRTimeline
Main Street Financial Solutions, LLC134,115$14.8M0.95%+7,87913F-HRTimeline
Carl P. Sherr & Co., LLC134,098$14.8M6.19%-2,32913F-HRTimeline
Keenan, LLC132,366$14.6M10.3%+12,23613F-HRTimeline
ARWA LLC128,517$14.5M6.01%+26,13613F-HRTimeline
NewEdge Advisors, LLC130,015$14.3M0.04%-19713F-HRTimeline
Petix & Botte Co128,789$14.2M2.86%+57,49213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding125,400$13.8M+4,438Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV125,306$13.8M0.66%+5,91813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC121,788$13.4M<0.01%+88,33913F-HRTimelineGroup
Integrated Wealth Concepts LLC120,710$13.3M0.06%+14,31913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.115,577$12.7M0.02%-9,89913F-HRTimelineGroup
Weil Company, Inc.111,888$12.3M2.17%+14,23313F-HRTimeline
Roberts Financial Services LLC111,670$12.3M3.6%+1,38913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP110,696$12.2M0.01%-2,04613F-HRTimelineGroup
Lutz Financial Services LLC110,245$12.1M0.74%-1,32613F-HRTimeline
&PARTNERS109,887$12.1M0.05%+15,40513F-HRTimeline
IFG Advisory, LLC105,162$11.6M0.41%new13F-HRTimeline
Crestwood Advisors Group, LLC104,872$11.6M0.17%+5313F-HRTimeline
Sigma Planning Corp102,816$11.3M0.29%+1,97613F-HRTimeline
Dynamic Advisor Solutions LLC101,192$11.1M0.32%+3,49113F-HRTimeline
Tortoise Investment Management, LLC100,080$11M0.82%-1,23413F-HRTimeline
Alpha Zero LLC96,604$10.9M4.13%+13,34013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.96,387$10.6M0.01%+28,03213F-HRTimelineGroup
Quent Capital, LLC96,105$10.6M0.65%-26513F-HRTimeline
Mariner, LLCin group Mariner, LLC95,713$10.5M0.01%-11,15413F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…94,711$10.4M0.34%+23,37113F-HRTimelineGroup
Financial Council, LLC90,868$10M3.25%+8313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC86,730$9.55M0.18%-6,75413F-HRTimeline
Zuckerman Investment Group, LLC86,389$9.52M0.8%-2,14613F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co83,214$9.17M<0.01%-2,24513F-HRTimelineGroup
Foundry Financial Group, Inc.82,226$9.06M3.92%+1,80013F-HRTimeline
Canvas Wealth Advisors, LLC81,196$8.94M1.25%+4,56513F-HRTimeline
Amplius Wealth Advisors, LLC78,975$8.7M0.64%-5,64613F-HRTimeline
ALLIANCEBERNSTEIN L.P.83,216$8.51M<0.01%+94113F-HRTimeline
OneDigital Investment Advisors LLC77,236$8.51M0.07%+1,50813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding74,554$8.4M+51,941Timeline
Family Capital Management, Inc.76,041$8.38M3.25%+1,03613F-HRTimeline
Symphony Financial, Ltd. Co.76,013$8.37M0.92%+1,60513F-HRTimeline
HighMark Wealth Management LLC75,506$8.32M2.79%-5,03313F-HRTimeline
MOTIVE WEALTH ADVISORS75,144$8.28M3.4%-7813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC71,676$7.9M0.01%+1,54913F-HRTimelineGroup
Summit Financial, LLC71,180$7.84M0.09%+14,40113F-HRTimeline
LEGACY SOLUTIONS, LLC71,120$7.83M6.34%+44713F-HRTimeline
INTEGRITY ALLIANCE, LLC.70,949$7.82M0.25%+3,77413F-HRTimeline
Mutual Advisors, LLC69,391$7.64M0.14%+5,47413F-HRTimeline
CENTAURUS FINANCIAL, INC.67,360$7.42M0.29%-3,82313F-HRTimeline
Valmark Advisers, Inc.67,246$7.41M0.08%-35113F-HRTimeline
Townsend Financial Planning, LLC66,032$7.27M6.34%-3413F-HRTimeline
Able Wealth Management LLC65,508$7.22M1.66%+56113F-HRTimeline
SAPIENT CAPITAL LLC65,069$7.17M0.09%-31,46013F-HR/ATimeline
Independence Financial Advisors, LLC63,795$7.03M1.82%-29,15813F-HRTimeline
Arkadios Wealth Advisors62,727$6.91M0.11%+5,31813F-HRTimeline
BEAM WEALTH ADVISORS, INC.60,856$6.7M1.48%-1413F-HR/ATimeline
Columbus Macro, LLC59,827$6.59M0.64%+1,04613F-HRTimeline
STEVENS CAPITAL PARTNERS58,938$6.49M1.23%+10,91413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding58,740$6.47M-1,888Timeline
COREPATH WEALTH PARTNERS LLC57,271$6.35M3.96%-23113F-HRTimeline
SCS Capital Management LLC56,387$6.21M0.06%013F-HRTimeline
Advisory Services Network, LLC56,366$6.21M0.07%+43913F-HRTimeline
Elm Partners Management LLC55,571$6.12M0.22%+5,81513F-HRTimeline
Old Mission Investment Co LLC55,257$6.09M1.27%13F-HRTimeline
Global Retirement Partners, LLC54,741$6.03M0.09%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS54,346$5.99M0.01%-11513F-HRTimeline
Integrated Advisors Network LLC51,476$5.67M0.26%+14,87413F-HRTimeline
Eley Financial Management, Inc51,439$5.67M1.83%-6113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management50,974$5.61M0.17%-42113F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.50,872$5.6M0.09%+8,27113F-HRTimeline
180 WEALTH ADVISORS, LLC50,297$5.54M0.56%-2,93513F-HRTimeline
Perigon Wealth Management, LLC50,013$5.51M0.09%-34713F-HRTimeline
TD Waterhouse Canada Inc.49,111$5.43M0.01%+1,10013F-HRTimeline
Summit Wealth Partners, LLC49,048$5.4M0.77%+14013F-HRTimeline
Variant Private Wealth, LLC47,616$5.24M5.9%-8813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\47,013$5.18M0.01%+44213F-HRTimelineGroup
Eaton Financial Holdings Company, LLC46,626$5.14M1.41%+14913F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC46,125$5.08M2.54%+5,58813F-HRTimeline
OpenArc Corporate Advisory, LLC45,179$4.98M0.06%-4,35313F-HRTimeline
Breakwater Capital Group44,873$4.94M0.59%-84713F-HRTimeline
Beacon Pointe Advisors, LLC44,361$4.89M0.02%+7,23213F-HRTimeline
Venturi Wealth Management, LLC44,127$4.86M0.19%-747,86413F-HRTimeline
Towne Trust Company, N.A43,291$4.77M1.45%+4,26513F-HRTimeline
Certified Advisory Corp42,269$4.66M0.38%-26,47313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\42,174$4.65M<0.01%-5813F-HRTimelineGroup
Asset Management Group, Inc.41,777$4.6M0.67%-1,70313F-HRTimeline
BAILARD, INC.40,116$4.42M0.09%-1313F-HRTimeline
Wealth Management Partners, LLC39,998$4.41M1.04%-12913F-HRTimeline
IHT Wealth Management, LLC39,724$4.38M0.09%-97713F-HRTimeline
Forefront Wealth Partners, LLC39,329$4.33M1.34%+2,18113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP38,824$4.28M<0.01%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …38,495$4.24M0.05%+38813F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp38,345$4.22M0.01%-2,19413F-HRTimelineGroup
TIAAgroup of 4 filers holding38,298$4.22M+28,701Timeline
Windward Private Wealth Management Inc.37,500$4.13M1.32%-96013F-HRTimeline
EP Wealth Advisors, LLC37,153$4.09M0.02%-43913F-HRTimeline
Trek Financial, LLC36,621$4.03M0.2%-118,46913F-HRTimeline
EQUITY INVESTMENT CORP36,057$3.97M0.08%-6,32113F-HRTimeline
Greenline Partners, LLC35,658$3.93M0.4%013F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…35,098$3.87M0.16%-4,18013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC34,118$3.76M1.88%-105,25313F-HR/ATimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…33,901$3.73M0.96%+13713F-HRTimeline
Geneos Wealth Management Inc.33,883$3.73M0.08%-3,56113F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.31,906$3.51M0.45%013F-HR/ATimeline
CATALYST PRIVATE WEALTH, LLC31,393$3.46M1.67%-88713F-HRTimeline
Family Manage LLC31,284$3.45M0.36%+32713F-HRTimeline
Leonard Rickey Investment Advisors P.L.…30,945$3.41M0.54%-71813F-HRTimeline