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Disclosery

IUSV ISHARES TR

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SHS (fund)

717 managers (726 13F filers) reported a position in IUSV shares at 2024-12-31, 169,620,671 shares in all. 45 filers opened a position and 44 filers sold out during the quarter.

Managers
717
13F filers
726
New
45
Added
269
Reduced
209
Sold out
44
Shares held by filers
169,620,671

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
HILLTOP WEALTH ADVISORS, LLC34,064$3.15M1.59%+47113F-HRTimeline
Family Manage LLC33,996$3.15M0.51%-5,43813F-HRTimeline
Windward Private Wealth Management Inc.33,792$3.13M1.22%-1,03213F-HRTimeline
Endowment Wealth Management, Inc.33,747$3.12M2.1%+5,14013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\33,581$3.11M<0.01%+8,93013F-HR/ATimelineGroup
Denver PWM, LLC33,427$3.1M1.2%-3,33713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …33,197$3.07M0.05%+1,33113F-HRTimelineGroup
Family Capital Management, Inc.32,962$3.05M1.84%+4,44313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.31,224$2.89M0.18%-14,60913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC30,135$2.79M0.01%+2,28813F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC28,290$2.62M1.07%+1,17513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC28,057$2.6M<0.01%+95113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,874$2.58M<0.01%+12,65713F-HRTimelineGroup
Guidance Point Advisors, LLC27,846$2.58M0.72%+4213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.27,680$2.56M0.33%-80013F-HRTimeline
Sterling Wealth Management, Inc.26,531$2.46M0.91%+13213F-HRTimeline
Eagle Strategies LLC25,677$2.38M0.41%+90313F-HRTimeline
General Partner, Inc.25,634$2.37M1.43%new13F-HRTimeline
Wealth Advisors of Iowa, LLC25,567$2.37M1.19%-5413F-HRTimeline
17 CAPITAL PARTNERS, LLC25,074$2.32M1.47%+3,23013F-HRTimeline
Centricity Wealth Management, LLC25,061$2.32M2.17%13F-HRTimeline
ZWJ INVESTMENT COUNSEL INC24,733$2.29M0.09%-53413F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…24,627$2.28M0.78%+14513F-HRTimeline
Life Planning Partners, Inc24,491$2.27M2.1%013F-HR/ATimeline
Steward Partners Investment Advisory, L…24,241$2.24M0.02%-62813F-HRTimeline
CATALYST PRIVATE WEALTH, LLC24,021$2.22M0.99%+40713F-HRTimeline
Moloney Securities Asset Management, LLC23,964$2.22M0.3%+68613F-HRTimeline
Regal Investment Advisors LLC23,959$2.22M0.17%-41913F-HRTimeline
Prospera Financial Services Inc23,862$2.21M0.05%-30613F-HRTimeline
MATAURO, LLC23,698$2.19M0.48%13F-HRTimeline
NWF Advisory Services Inc.23,261$2.15M0.32%+1,61013F-HRTimeline
PRIVATE TRUST CO NA23,125$2.14M0.22%-4,36313F-HRTimeline
Western Wealth Management, LLC23,086$2.14M0.14%-35013F-HR/ATimeline
XY Planning Network, Inc.22,729$2.1M1.58%13F-HRTimeline
Silver Lake Advisory, LLC22,711$2.1M0.92%+18013F-HRTimeline
Caprock Group, LLC22,282$2.06M0.07%+20013F-HRTimeline
Crestwood Advisors Group, LLC21,897$2.03M0.04%+1,78613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC21,752$2.01M0.27%+53913F-HRTimeline
MONTAG A & ASSOCIATES INC21,670$2.01M0.1%-27913F-HRTimeline
RWA WEALTH PARTNERS, LLC20,886$1.93M0.02%+34413F-HRTimeline
Geneos Wealth Management Inc.20,872$1.93M0.07%-1,36413F-HRTimeline
Gotham Asset Management, LLC20,805$1.93M0.02%+10,81813F-HRTimeline
Legacy Financial Strategies, LLC20,745$1.91M0.41%-113F-HRTimeline
Spectrum Wealth Counsel, LLC20,456$1.89M0.22%-10,07013F-HRTimeline
MFA Wealth Services20,428$1.89M1.52%13F-HRTimeline
Ballentine Partners, LLC20,365$1.89M0.03%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC20,220$1.87M1.08%013F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC19,986$1.85M0.15%new13F-HRTimeline
TL Private Wealth19,742$1.85M0.83%-90513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,604$1.82M0.04%-1,33013F-HRTimelineGroup
First Heartland Consultants, Inc.19,319$1.79M0.18%+12413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,501$1.71M0.13%-31213F-HRTimeline
SYON CAPITAL LLC18,500$1.71M0.15%-67613F-HRTimeline
Farther Finance Advisors, LLC18,334$1.7M0.06%+2,04513F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…17,552$1.67M0.62%+35013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC18,030$1.67M0.43%+7,52013F-HR/ATimeline
UPTICK PARTNERS, LLC17,450$1.62M0.59%-2,90513F-HRTimeline
PFG Advisors17,361$1.61M0.1%+11613F-HRTimeline
TriaGen Wealth Management LLC17,349$1.61M0.54%-1113F-HRTimeline
Beck Bode, LLC17,175$1.59M0.29%-7,20813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,677$1.54M<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC16,465$1.52M0.03%-84,80913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP15,571$1.44M<0.01%-1,21913F-HRTimelineGroup
LIBERTY ONE INVESTMENT MANAGEMENT, LLC15,511$1.44M0.16%+1,85813F-HRTimeline
Sovereign Financial Group, Inc.15,462$1.43M0.33%+15013F-HRTimeline
CFO4Life Group, LLC15,423$1.43M0.25%013F-HRTimeline
Beacon Pointe Advisors, LLC14,778$1.37M0.02%+11413F-HRTimeline
1900 WEALTH MANAGEMENT LLC14,745$1.37M0.11%-54813F-HRTimeline
Litman Gregory Wealth Management LLC14,111$1.31M0.11%-1,36413F-HRTimeline
Sequoia Financial Advisors, LLC13,961$1.29M0.01%-6213F-HR/ATimeline
Innovative Wealth Building LLC13,849$1.28M1.16%13F-HRTimeline
Wealthquest Corp13,819$1.28M0.1%013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.13,567$1.26M1.16%13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC13,328$1.23M0.34%013F-HRTimeline
Prism Advisors, Inc.13,200$1.22M0.37%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.13,195$1.22M0.57%-1313F-HRTimeline
Next Capital Management LLC13,195$1.22M0.5%+16413F-HRTimeline
American State Bank (Iowa)13,063$1.21M0.73%-5913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC12,976$1.2M0.18%-1113F-HRTimeline
Narus Financial Partners, LLC12,863$1.19M0.4%+1813F-HRTimeline
Waverly Advisors, LLC12,709$1.18M0.02%-913F-HRTimeline
Peninsula Wealth, LLC12,476$1.16M0.2%+2,03313F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding12,431$1.15M+1,128Timeline
Carr Financial Group Corp12,359$1.14M0.36%+4313F-HRTimeline
Quartz Partners, LLC12,322$1.14M0.69%-4,25313F-HRTimeline
POTENTIA WEALTH12,173$1.13M0.5%13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC12,088$1.12M0.09%-79313F-HRTimeline
Occidental Asset Management, LLC12,061$1.12M0.17%-7,59013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,963$1.11M0.01%-42613F-HRTimelineGroup
Brickley Wealth Management11,806$1.09M0.22%013F-HRTimeline
Patten Group, Inc.11,754$1.09M0.24%-32113F-HRTimeline
WMG Financial Advisors, LLC11,600$1.07M0.46%-1,03713F-HRTimeline
Argent Trust Co11,487$1.06M0.04%-1,38613F-HRTimeline
ELEVATE WEALTH ADVISORY, INC11,440$1.06M0.79%-81613F-HRTimeline
WHITE PINE CAPITAL LLC11,296$1.05M0.35%+1313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC11,000$1.02M<0.01%-16,50013F-HRTimeline
Tennessee Valley Asset Management Partn…10,947$1.01M0.17%-5,57513F-HRTimeline
Engineers Gate Manager LP10,929$1.01M0.02%-13,44613F-HRTimeline
CHOREO, LLC10,904$1.01M0.01%-26213F-HRTimeline
Sachetta, LLC10,813$1M0.4%-2,33213F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC10,792$999K0.21%-1,00413F-HRTimeline
Boyd Wealth Management, LLC10,692$990K0.49%+60813F-HRTimeline
M Holdings Securities, Inc.10,645$986K0.16%new13F-HR/ATimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…10,601$982K0.19%-96813F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC10,469$969K0.07%013F-HRTimeline
World Investment Advisors10,431$966K0.03%-7113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,115$937K0.02%013F-HRTimeline
Lansing Street Advisors10,084$934K0.33%-4,72613F-HRTimeline
Seascape Capital Management9,977$924K0.32%013F-HRTimeline
Fortis Advisors, LLC9,900$917K0.6%-2,96513F-HRTimeline
One Charles Private Wealth Services, LLC9,897$916K0.31%-13013F-HRTimeline
Empirical Asset Management, LLC284,606$911K0.3%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC9,805$908K0.19%+28013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,756$903K0.01%013F-HRTimelineGroup
Beirne Wealth Consulting Services, LLC9,709$899K0.32%+35713F-HRTimeline
Sand Hill Global Advisors, LLC9,603$889K0.04%-64413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9,550$884K<0.01%+7,41213F-HRTimelineGroup
NWAM LLC9,518$881K0.05%+113F-HRTimeline
Grey Fox Wealth Advisors, LLC9,518$881K0.24%-66413F-HRTimeline
Claro Advisors Inc.9,491$879K0.12%+3,59813F-HRTimeline
Bleakley Financial Group, LLC9,404$871K0.03%+7,23313F-HRTimeline
Orion Porfolio Solutions, LLC9,377$868K0.01%+55713F-HRTimeline
Orion Portfolio Solutions, LLC9,377$868K0.01%+55713F-HRTimeline
Wealthspire Advisors, LLC9,282$859K0.01%+15413F-HRTimeline
Perennial Investment Advisors, LLC9,271$858K0.1%+21313F-HRTimeline
TIAAgroup of 2 filers holding9,092$842K+1,659Timeline
KINGSWOOD WEALTH ADVISORS, LLC9,039$837K0.06%new13F-HRTimeline
R. W. Roge & Company, Inc.8,929$826K0.45%-18613F-HRTimeline
B. Riley Wealth Advisors, Inc.8,916$826K0.03%-4513F-HRTimeline
Talisman Wealth Advisors LLC8,891$823K0.87%-39213F-HRTimeline
Atlantic Edge Private Wealth Management…8,891$823K0.25%-2,39013F-HRTimeline
Dentgroup LLC8,837$818K0.63%+31113F-HRTimeline
ERn Financial, LLC8,555$792K0.12%-8313F-HRTimeline
Pure Financial Advisors, LLC8,547$791K0.02%-9413F-HRTimeline
William Howard & Co Financial Advisors …8,520$789K0.71%013F-HRTimeline
Interchange Capital Partners, LLC8,415$779K0.28%-3513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,322$771K<0.01%+3,17213F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding8,210$760K+4,203Timeline
One Day In July LLC8,087$749K0.08%+5213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC7,973$738K<0.01%-8,09513F-HRTimelineGroup
Watchman Group, Inc.7,881$730K0.19%-2,45313F-HRTimeline
Riggs Capital Management LLC7,697$713K0.7%13F-HRTimeline
Mascoma Wealth Management LLC7,695$712K0.18%-10013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding7,549$699K+592Timeline
Verdence Capital Advisors LLC7,501$695K0.06%-42013F-HRTimeline
FIDUCIARY ADVISORS, INC.7,500$694K0.7%13F-HRTimeline
WHITTIER TRUST CO7,498$694K0.01%+13313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,364$682K<0.01%+2,18613F-HRTimelineGroup
Fisher Asset Management, LLC7,324$678K<0.01%new13F-HRTimeline
Coordinated Financial Services, Inc.7,164$663K0.52%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC7,149$662K0.03%013F-HRTimelineGroup
Waterloo Capital, L.P.7,148$662K0.07%-2813F-HRTimeline
MONECO ADVISORS, LLC7,060$654K0.07%new13F-HR/ATimeline
Firestone Capital Management6,942$643K0.16%013F-HRTimeline
D.A. DAVIDSON & CO.6,915$640K0.01%+51613F-HRTimeline
Hoxton Planning & Management, LLC6,773$627K0.24%+6513F-HRTimeline
SeaCrest Wealth Management, LLC6,693$620K0.07%+23913F-HRTimeline
Wealthspire Retirement, LLC6,692$620K0.05%-3613F-HRTimeline
MAI Capital Management6,689$619K<0.01%+1,14613F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,668$617K0.16%13F-HRTimeline
REGIMEN WEALTH, LLC6,613$612K0.2%+3913F-HRTimeline
TRUST POINT INC.6,600$611K0.04%new13F-HRTimeline
Quantinno Capital Management LP6,599$611K0.01%+27313F-HRTimeline
Prime Capital Investment Advisors, LLC6,525$604K0.01%+71113F-HRTimeline
Barnes Wealth Management Group, Inc6,517$603K0.4%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,486$601K0.04%+49913F-HRTimeline
Arax Advisory Partners6,471$599K0.04%new13F-HRTimeline
Gladstone Institutional Advisory LLC6,455$598K0.03%-11913F-HRTimeline
IEQ CAPITAL, LLC6,386$591K0.01%+913F-HRTimeline
HB Wealth Management, LLC6,215$575K0.01%+3,09213F-HRTimeline
Sterling Capital Management LLC6,197$574K0.01%-4,89813F-HRTimeline
Parallel Advisors, LLC6,157$570K0.01%-7113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,117$566K<0.01%+4913F-HRTimeline
Annex Advisory Services, LLC6,067$562K0.02%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,042$559K0.01%-52213F-HRTimeline
TOWNSQUARE CAPITAL LLC5,894$546K0.01%+1,12813F-HRTimeline
Hobbs Group Advisors, LLC5,880$544K0.2%+36113F-HRTimeline
Roble, Belko & Company, Inc5,864$543K0.09%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC5,825$539K0.14%+40213F-HRTimelineGroup
Meridian Wealth Management, LLC5,714$529K0.03%-65813F-HRTimeline
American Trust5,647$523K0.04%new13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,627$521K0.13%-17913F-HRTimelineGroup
PRUDENT INVESTORS NETWORK, INC.5,577$516K0.15%013F-HRTimeline
AWM CAPITAL, LLC5,553$514K0.06%013F-HRTimeline
Graypoint LLC5,537$513K0.03%-11,89413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,503$510K0.02%+38313F-HRTimeline
Bright Futures Wealth Management, LLC.5,313$508K0.45%013F-HRTimeline
Impact Partnership Wealth, LLC5,441$504K0.1%new13F-HRTimeline
Beaumont Financial Advisors, LLC5,385$499K0.04%013F-HRTimeline
Garrett Wealth Advisory Group, LLC5,346$495K0.11%-9,89213F-HRTimeline
GERMAN AMERICAN BANCORP, INC.5,336$494K0.05%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5,325$493K<0.01%+1,82013F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC5,288$490K0.26%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,238$485K<0.01%new13F-HRTimelineGroup
WESBANCO BANK INC5,202$482K0.02%-67513F-HRTimeline
Cyndeo Wealth Partners, LLC5,184$480K0.03%+813F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.5,140$476K0.04%013F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC5,076$470K0.04%+26413F-HR/ATimeline
Dynamic Financial Group5,061$469K0.48%13F-HRTimeline
Kingsview Wealth Management, LLC5,030$466K0.01%+1,13113F-HRTimeline