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Disclosery

IUSV ISHARES TR

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SHS (fund)

800 managers (814 13F filers) reported a position in IUSV shares at 2026-06-30, 202,642,115 shares in all. 64 filers opened a position and 42 filers sold out during the quarter.

Managers
800
13F filers
814
New
64
Added
307
Reduced
233
Sold out
42
Shares held by filers
202,642,115

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
Apollon Wealth Management, LLCgroup of 2 filers holding30,432$3.35M+192Timeline
HighPoint Advisor Group LLC29,610$3.26M0.11%-7313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.29,547$3.25M0.36%013F-HR/ATimeline
Guidance Point Advisors, LLC28,606$3.15M0.67%+2913F-HRTimeline
Steward Partners Investment Advisory, L…28,364$3.12M0.02%+74713F-HRTimeline
NewEdge Wealth, LLC27,969$3.08M0.03%+6,59413F-HRTimeline
Eagle Strategies LLC27,887$3.07M0.31%+28013F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC27,648$3.05M1.82%-69213F-HRTimeline
RWA WEALTH PARTNERS, LLC27,415$3.02M0.03%-1913F-HRTimeline
ZWJ INVESTMENT COUNSEL INC27,343$3.01M0.1%+41813F-HRTimeline
VestGen Advisors, LLC27,135$2.99M0.09%-14,90913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.27,058$2.98M<0.01%-17,23413F-HRTimelineGroup
Farther Finance Advisors, LLC27,020$2.98M0.02%-1,55613F-HRTimeline
Valpey Financial Services, LLC26,960$2.97M1.77%-71813F-HRTimeline
Cresset Asset Management, LLC26,936$2.97M0.01%+2,62713F-HRTimeline
Composition Wealth, LLC26,701$2.94M0.03%+13913F-HRTimeline
Sterling Wealth Management, Inc.26,258$2.89M0.72%+9613F-HRTimeline
17 CAPITAL PARTNERS, LLC26,157$2.88M1.31%+49413F-HRTimeline
Caliber Wealth Management, LLC / KS25,920$2.86M0.28%-1,05113F-HRTimeline
General Partner, Inc.25,634$2.82M1.52%013F-HRTimeline
PRIVATE TRUST CO NA25,390$2.8M0.22%+19913F-HRTimeline
HARBOUR INVESTMENTS, INC.25,147$2.77M0.04%+1,87013F-HRTimeline
Silver Lake Advisory, LLC24,836$2.74M0.98%+413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC24,500$2.7M<0.01%-4,10013F-HRTimeline
Life Planning Partners, Inc24,491$2.7M2.01%013F-HRTimeline
Regal Investment Advisors LLC24,218$2.67M0.14%013F-HRTimeline
MFA Wealth Services24,157$2.66M1.59%+6813F-HRTimeline
Wealth Advisors of Iowa, LLC23,953$2.64M0.71%-1,01313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC23,363$2.57M0.01%-6,63913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA23,173$2.55M0.01%-1,45313F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC23,146$2.55M0.44%+8413F-HRTimeline
XY Planning Network, Inc.22,487$2.48M0.31%+49913F-HRTimeline
MATAURO, LLC22,319$2.46M0.33%-35313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC22,152$2.44M0.23%+6913F-HRTimeline
Prospera Financial Services Inc21,952$2.42M0.04%-4,88913F-HRTimeline
Caprock Group, LLC21,771$2.4M0.05%013F-HRTimeline
Western Wealth Management, LLC21,166$2.33M0.08%+14013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC20,932$2.31M<0.01%-2,88713F-HRTimelineGroup
Legacy Financial Strategies, LLC20,721$2.28M0.35%013F-HRTimeline
Quantinno Capital Management LP20,668$2.28M<0.01%+6,92513F-HRTimeline
Drake & Associates, LLC20,238$2.23M0.38%-15913F-HRTimeline
Denver PWM, LLC19,221$2.22M0.73%-28213F-HRTimeline
Foundations Investment Advisors, LLC19,889$2.19M0.02%-13513F-HRTimeline
Joule Financial, LLC19,474$2.15M0.58%+3,47213F-HRTimeline
NWF Advisory Services Inc.19,472$2.14M0.2%+91213F-HRTimeline
Next Capital Management LLC19,159$2.11M0.57%-40113F-HRTimeline
First Heartland Consultants, Inc.19,105$2.1M0.14%+2413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.18,693$2.06M<0.01%new13F-HRTimelineGroup
MONTAG A & ASSOCIATES INC18,661$2.06M0.09%-2,70113F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC18,351$2.02M0.2%+1,44913F-HRTimeline
Orion Porfolio Solutions, LLC18,290$2.01M0.02%+2,40713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,219$2.01M0.1%+23013F-HRTimeline
PFG Advisors17,561$1.93M0.1%-67413F-HRTimeline
TL Private Wealth17,105$1.91M0.7%-55813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC16,756$1.84M<0.01%+5,23313F-HRTimelineGroup
UPTICK PARTNERS, LLC16,398$1.81M0.28%-17113F-HRTimeline
TriaGen Wealth Management LLC16,304$1.8M0.45%-8313F-HRTimeline
MFA WEALTH ADVISORS, LLC16,244$1.79M0.31%-143,34813F-HRTimeline
TUDOR INVESTMENT CORP ET AL16,241$1.79M0.01%+14,02113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC15,964$1.76M0.12%+2,86313F-HRTimeline
WJ Wealth Management, LLC15,956$1.76M0.69%-813F-HRTimeline
Sovereign Financial Group, Inc.15,900$1.75M0.27%-60813F-HRTimeline
MGO ONE SEVEN LLC15,736$1.73M0.03%-1,17413F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…15,307$1.71M0.55%-30313F-HRTimeline
Traub Capital Management LLC15,284$1.68M1.5%-1,91513F-HRTimeline
Waverly Advisors, LLC15,165$1.67M0.01%+2,10013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,080$1.66M0.01%-3,08013F-HRTimelineGroup
Soltis Investment Advisors LLC14,901$1.64M0.09%+4913F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…14,756$1.63M0.21%013F-HR/ATimelineGroup
Bleakley Financial Group, LLC14,742$1.62M0.02%+3,18413F-HRTimeline
Wealthspire Advisors, LLC14,527$1.6M0.01%+8,16213F-HRTimeline
Ipswich Investment Management Co., Inc.14,365$1.58M0.33%-44013F-HRTimeline
One Day In July LLC14,094$1.55M0.11%+59913F-HRTimeline
Cambria Investment Management, L.P.14,000$1.54M0.08%+1,48713F-HRTimeline
Empowered Funds, LLC14,000$1.54M0.01%+1,48713F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding13,796$1.52M+3Timeline
HOWLAND CAPITAL MANAGEMENT LLC13,624$1.5M0.05%+15413F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC13,363$1.47M0.1%+4,11713F-HRTimelineGroup
Atlantic Edge Private Wealth Management…13,310$1.47M0.3%+2,40013F-HRTimeline
Endowment Wealth Management, Inc.13,299$1.46M0.57%-4413F-HRTimeline
Boyd Wealth Management, LLC13,275$1.46M0.55%-96213F-HRTimeline
SYON CAPITAL LLC13,239$1.46M0.06%+7413F-HRTimeline
RIK SAYLOR FINANCIAL, INC.13,151$1.45M0.96%+1113F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.13,073$1.44M0.46%13F-HRTimeline
Carr Financial Group Corp12,667$1.4M0.32%+5213F-HRTimeline
1900 WEALTH MANAGEMENT LLC12,639$1.39M0.08%-1913F-HRTimeline
Tennessee Valley Asset Management Partn…12,557$1.38M0.15%-1813F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.12,551$1.38M<0.01%new13F-HRTimelineGroup
Prism Planning Partners LLC12,340$1.36M1.44%013F-HRTimeline
Wealthquest Corp12,187$1.34M0.08%-53113F-HRTimeline
Narus Financial Partners, LLC12,175$1.34M0.34%-8513F-HRTimeline
POTENTIA WEALTH12,173$1.34M0.55%013F-HRTimeline
RFG Advisory, LLC12,117$1.33M0.02%+2,81413F-HRTimeline
Perennial Investment Advisors, LLC12,108$1.33M0.09%+1,07013F-HRTimeline
Kingsview Wealth Management, LLC12,006$1.32M0.02%+3,13813F-HRTimeline
American State Bank (Iowa)11,979$1.32M0.54%-1713F-HRTimeline
GC Wealth Management RIA, LLC11,876$1.31M0.08%013F-HRTimeline
Brickley Wealth Management11,806$1.3M0.19%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,801$1.3M0.02%+96213F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC11,722$1.29M0.35%-2,00413F-HR/ATimeline
VERUS CAPITAL PARTNERS, LLC11,486$1.27M0.07%+32013F-HRTimeline
Argent Trust Co11,412$1.26M0.04%013F-HRTimeline
HB Wealth Management, LLC11,349$1.25M0.01%+3,09213F-HRTimeline
Eldridge Investment Advisors, Inc.11,109$1.22M0.24%+713F-HRTimeline
Occidental Asset Management, LLC11,042$1.22M0.12%-8,26213F-HRTimeline
CFO4Life Group, LLC10,996$1.21M0.16%-4,57013F-HRTimeline
Pure Financial Advisors, LLC10,713$1.18M0.02%+2813F-HRTimeline
WHITE PINE CAPITAL LLC10,661$1.17M0.28%+21013F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…4,187$1.17M0.65%new13F-HRTimeline
Sound Income Strategies, LLC10,357$1.14M0.05%-1213F-HRTimeline
Total Clarity Wealth Management, Inc.10,134$1.12M0.22%+26313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,055$1.11M0.02%new13F-HR/ATimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC10,053$1.11M0.14%+13813F-HRTimeline
ELEVATE WEALTH ADVISORY, INC9,772$1.08M0.61%+2013F-HRTimeline
R. W. Roge & Company, Inc.9,677$1.06M0.45%013F-HRTimeline
Verity Asset Management, Inc.9,629$1.06M0.4%+48713F-HRTimeline
Lansing Street Advisors9,561$1.05M0.22%013F-HRTimeline
Riverwater Partners LLC9,463$1.04M0.31%+70013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,414$1.04M0.01%-16413F-HRTimeline
JFS WEALTH ADVISORS, LLC9,391$1.03M0.05%-67313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC9,193$1.01M0.21%-40013F-HRTimeline
Wall Capital Group, Inc.9,161$1.01M0.83%new13F-HRTimeline
World Investment Advisors9,856$1.01M0.02%-7413F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…9,147$1.01M0.1%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC9,022$994K0.02%+62813F-HRTimeline
ERn Financial, LLC8,851$975K0.16%+9713F-HRTimeline
USAdvisors Wealth Management, LLC8,780$967K0.28%-28513F-HRTimeline
Robertson Stephens Wealth Management, L…8,734$962K0.02%-44,11313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC8,720$961K0.1%-2113F-HRTimeline
NWAM LLC8,689$957K0.05%-2,14213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,613$949K<0.01%-74813F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC8,605$948K0.15%-27013F-HRTimeline
MONECO ADVISORS, LLC8,544$941K0.06%+22013F-HRTimeline
Patten Group, Inc.8,537$940K0.15%-23713F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding8,320$916K+670Timeline
FIDUCIARY ADVISORS, INC.8,316$916K0.62%-1,00813F-HRTimeline
Empirical Asset Management, LLC8,283$912K0.21%-2213F-HRTimeline
Per Stirling Capital Management, LLC.8,108$893K0.09%+613F-HRTimeline
William Howard & Co Financial Advisors …8,056$887K0.69%013F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT8,030$884K0.95%-72513F-HRTimeline
IEQ CAPITAL, LLC7,963$877K<0.01%+1213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,866$866K<0.01%+2,22613F-HRTimelineGroup
Synergy Investment Management, LLC7,836$863K0.21%-89413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC7,833$863K0.11%-27413F-HRTimeline
Beirne Wealth Consulting Services, LLC7,807$860K0.17%-44413F-HRTimeline
Diversified Enterprises, LLC7,753$854K0.04%+4,00313F-HRTimeline
D.A. DAVIDSON & CO.7,724$851K<0.01%+45913F-HRTimeline
Savvy Advisors, Inc.7,722$851K0.02%+3,92213F-HRTimeline
Innovative Wealth Building LLC7,696$848K0.49%+16113F-HRTimeline
Hoxton Planning & Management, LLC7,626$840K0.22%+28213F-HRTimeline
Interchange Capital Partners, LLC7,622$840K0.16%-82313F-HRTimeline
WHITTIER TRUST CO7,498$839K0.01%013F-HRTimeline
Gladstone Institutional Advisory LLC7,504$827K0.03%+2213F-HRTimeline
CALTON & ASSOCIATES, INC.7,486$825K0.12%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC7,415$817K0.06%-2,49613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,346$809K0.02%-2,13413F-HRTimelineGroup
Prime Capital Investment Advisors, LLC7,332$808K0.01%-1513F-HRTimeline
Berman McAleer LLC7,308$805K0.09%-8113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,134$786K0.01%new13F-HRTimeline
CHOREO, LLC7,131$785K0.01%-4613F-HRTimeline
Baltimore-Washington Financial Advisors…7,036$775K0.03%new13F-HRTimeline
One Charles Private Wealth Services, LLC6,995$770K0.18%-53813F-HRTimeline
TRUST POINT INC.6,958$766K0.07%+35813F-HRTimeline
Firestone Capital Management6,942$765K0.14%013F-HRTimeline
Sachetta, LLC6,880$758K0.37%-27713F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …6,857$755K0.01%new13F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,804$749K0.03%013F-HRTimelineGroup
Barnes Wealth Management Group, Inc6,800$749K0.35%-13613F-HRTimeline
Qube Research & Technologies Ltd6,694$737K<0.01%+4,88713F-HRTimeline
COFG Advisors, LLC6,650$733K0.13%+22813F-HRTimeline
TRUE Private Wealth Advisors6,650$733K0.06%+2,26913F-HRTimeline
XML Financial, LLC6,624$730K0.05%+3313F-HRTimeline
IMA Advisory Services, Inc.6,525$719K0.04%new13F-HRTimeline
Sterling Capital Management LLC6,506$717K0.01%+11713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,449$710K0.01%+74313F-HRTimeline
Dorsey & Whitney Trust CO LLC6,343$699K0.03%+40213F-HRTimeline
Dynamic Financial Group6,310$695K0.52%+63713F-HRTimeline
BRIGHTON JONES LLC6,289$693K0.01%+2,65413F-HRTimeline
Cascade Financial Partners, LLC6,233$687K0.06%013F-HRTimeline
Prospect Financial Services LLC6,184$681K0.35%+80513F-HRTimeline
REGIMEN WEALTH, LLC6,154$678K0.18%+2513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,106$673K<0.01%+53813F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.5,989$660K0.01%+3,84113F-HR/ATimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.5,971$658K0.07%013F-HRTimeline
Roble, Belko & Company, Inc5,864$646K0.07%013F-HRTimeline
BIP Wealth, LLC5,829$642K0.02%+1,09713F-HRTimeline
Simplicity Wealth,LLC5,805$639K0.02%+8313F-HRTimeline
GERMAN AMERICAN BANCORP, INC.5,792$638K0.05%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,767$635K0.01%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,719$630K<0.01%+68013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC5,713$629K<0.01%+36413F-HRTimelineGroup
Facet Wealth, Inc.5,596$616K0.01%new13F-HRTimeline
Annex Advisory Services, LLC5,583$615K0.01%013F-HRTimeline
Meridian Wealth Management, LLC5,579$615K0.02%-12113F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.5,577$614K0.12%013F-HRTimeline
Hobbs Group Advisors, LLC5,483$604K0.16%+113F-HRTimeline
Cambridge Financial Group, LLC5,476$603K0.19%-1,11413F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC5,453$601K0.09%+13513F-HRTimeline
Waterloo Capital, L.P.5,424$597K0.03%-2,06313F-HRTimeline
MAI Capital Management5,401$595K<0.01%-39313F-HRTimeline