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Disclosery

IUSV ISHARES TR

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SHS (fund)

727 managers (736 13F filers) reported a position in IUSV shares at 2025-03-31, 175,340,637 shares in all. 56 filers opened a position and 38 filers sold out during the quarter.

Managers
727
13F filers
736
New
56
Added
289
Reduced
216
Sold out
38
Shares held by filers
175,340,637

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Curi Capital, LLC34,848$3.22M0.08%new13F-HRTimeline
NorthCoast Asset Management LLC33,938$3.13M0.02%-3,41513F-HR/ATimeline
Spectrum Wealth Counsel, LLC33,486$3.09M0.37%+13,03013F-HRTimeline
Windward Private Wealth Management Inc.33,455$3.09M1.2%-33713F-HRTimeline
Denver PWM, LLC33,420$3.08M1.11%-713F-HRTimeline
Family Manage LLC33,412$3.08M0.51%-58413F-HRTimeline
Leonard Rickey Investment Advisors P.L.…35,175$3.07M0.66%-70413F-HRTimeline
Gotham Asset Management, LLC32,898$3.04M0.03%+12,09313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …32,270$2.98M0.04%-92713F-HRTimelineGroup
Caliber Wealth Management, LLC / KS30,777$2.84M0.39%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC30,101$2.78M0.01%-3413F-HRTimelineGroup
EQUITY INVESTMENT CORP30,044$2.77M0.06%-36,66213F-HRTimeline
17 CAPITAL PARTNERS, LLC29,082$2.68M1.72%+4,00813F-HRTimeline
Guidance Point Advisors, LLC28,630$2.64M0.75%+78413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC26,575$2.45M<0.01%-1,48213F-HRTimelineGroup
Eagle Strategies LLC26,498$2.45M0.43%+82113F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC25,923$2.39M1.07%-2,36713F-HRTimeline
General Partner, Inc.25,634$2.37M1.54%013F-HRTimeline
Wealth Advisors of Iowa, LLC25,578$2.36M1.01%+1113F-HRTimeline
Centricity Wealth Management, LLC25,398$2.34M2.13%+33713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…24,987$2.31M0.05%+5,38313F-HRTimelineGroup
ZWJ INVESTMENT COUNSEL INC24,917$2.3M0.09%+18413F-HRTimeline
MATAURO, LLC24,759$2.29M0.46%+1,06113F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…24,725$2.28M0.81%+9813F-HRTimeline
Life Planning Partners, Inc24,491$2.26M2.05%013F-HRTimeline
Moloney Securities Asset Management, LLC24,221$2.24M0.3%+25713F-HRTimeline
Prospera Financial Services Inc24,183$2.23M0.05%+32113F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC24,047$2.22M0.5%-11,74613F-HRTimeline
Steward Partners Investment Advisory, L…24,025$2.22M0.02%-21613F-HRTimeline
Regal Investment Advisors LLC23,910$2.21M0.18%-4913F-HRTimeline
IEQ CAPITAL, LLC23,728$2.19M0.02%+17,34213F-HRTimeline
Silver Lake Advisory, LLC23,515$2.17M0.95%+80413F-HRTimeline
MFA Wealth Services22,985$2.12M1.74%+2,55713F-HRTimeline
VestGen Advisors, LLC22,922$2.12M0.1%13F-HRTimeline
PRIVATE TRUST CO NA22,782$2.1M0.22%-34313F-HRTimeline
XY Planning Network, Inc.22,763$2.1M1.4%+3413F-HRTimeline
Western Wealth Management, LLC22,733$2.1M0.14%-35313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\22,599$2.09M<0.01%-10,98213F-HRTimelineGroup
NWF Advisory Services Inc.22,340$2.06M0.29%-92113F-HRTimeline
MONTAG A & ASSOCIATES INC22,301$2.06M0.1%+63113F-HRTimeline
Wealthspire Advisors, LLC22,108$2.04M0.01%+12,82613F-HRTimeline
Crestwood Advisors Group, LLC21,850$2.02M0.04%-4713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC21,832$2.01M0.27%+8013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…20,144$1.99M0.06%+20,13613F-HRTimelineGroup
Caprock Group, LLC21,460$1.98M0.06%-82213F-HRTimeline
CATALYST PRIVATE WEALTH, LLC21,070$1.94M0.95%-2,95113F-HRTimeline
Farther Finance Advisors, LLC21,061$1.94M0.05%+2,72713F-HRTimeline
Legacy Financial Strategies, LLC20,745$1.91M0.42%013F-HRTimeline
Integrated Advisors Network LLC20,317$1.88M0.09%-55,62913F-HRTimeline
SUTTON PLACE INVESTORS LLC20,220$1.87M1.25%013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC19,721$1.82M0.49%+1,69113F-HRTimeline
First Heartland Consultants, Inc.19,680$1.82M0.19%+36113F-HRTimeline
PFG Advisors18,915$1.75M0.1%+1,55413F-HRTimeline
RWA WEALTH PARTNERS, LLC18,549$1.71M0.02%-2,33713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,427$1.7M0.13%-7413F-HRTimeline
SYON CAPITAL LLC18,377$1.7M0.14%-12313F-HRTimeline
Verity Asset Management, Inc.17,890$1.65M0.67%new13F-HRTimeline
Occidental Asset Management, LLC17,745$1.64M0.25%+5,68413F-HRTimeline
Armstrong, Fleming & Moore, Inc17,538$1.62M1.96%new13F-HRTimeline
TL Private Wealth19,783$1.61M0.8%+4113F-HRTimeline
UPTICK PARTNERS, LLC17,450$1.61M0.55%013F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC17,216$1.59M0.16%+1,70513F-HRTimeline
TriaGen Wealth Management LLC16,568$1.53M0.54%-78113F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…16,898$1.45M0.6%-65413F-HRTimeline
CFO4Life Group, LLC15,423$1.42M0.24%013F-HRTimeline
Advisory Services Network, LLC15,376$1.42M0.03%-1,08913F-HRTimeline
Hoxton Planning & Management, LLC15,365$1.42M0.54%+8,59213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP15,294$1.41M<0.01%-27713F-HRTimelineGroup
Sovereign Financial Group, Inc.15,030$1.39M0.32%-43213F-HRTimeline
CHOREO, LLC14,876$1.37M0.02%+3,97213F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…14,756$1.36M0.2%-98,42113F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC14,581$1.35M0.11%-16413F-HRTimeline
Beck Bode, LLC14,335$1.32M0.25%-2,84013F-HRTimeline
Sequoia Financial Advisors, LLC13,864$1.28M0.01%-9713F-HRTimeline
Innovative Wealth Building LLC13,832$1.28M1.18%-1713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC13,328$1.23M0.33%013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.13,315$1.23M1.08%-25213F-HRTimeline
Beacon Pointe Advisors, LLC13,300$1.23M0.01%-1,47813F-HRTimeline
Litman Gregory Wealth Management LLC13,298$1.23M0.11%-81313F-HRTimeline
Wealthquest Corp13,296$1.23M0.1%-52313F-HR/ATimeline
Next Capital Management LLC13,293$1.23M0.59%+9813F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.13,201$1.22M0.54%+613F-HRTimeline
Prism Advisors, Inc.13,200$1.22M0.37%013F-HRTimeline
Waverly Advisors, LLC13,132$1.21M0.01%+42313F-HRTimeline
American State Bank (Iowa)13,063$1.21M0.73%013F-HRTimeline
Aprio Wealth Management, LLC12,926$1.19M0.15%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC12,826$1.18M0.16%-15013F-HRTimeline
Tennessee Valley Asset Management Partn…12,559$1.16M0.19%+1,61213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…12,501$1.15M0.23%+1,90013F-HRTimelineGroup
Carr Financial Group Corp12,408$1.15M0.38%+4913F-HRTimeline
Narus Financial Partners, LLC12,201$1.13M0.38%-66213F-HRTimeline
POTENTIA WEALTH12,173$1.12M0.53%013F-HRTimeline
JFS WEALTH ADVISORS, LLC11,989$1.11M0.07%+1,52013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC11,931$1.1M<0.01%+2,38113F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC11,896$1.1M0.08%-19213F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding11,828$1.09M-603Timeline
Brickley Wealth Management11,806$1.09M0.23%013F-HRTimeline
Quantinno Capital Management LP11,533$1.06M0.01%+4,93413F-HRTimeline
Argent Trust Co11,487$1.06M0.04%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC11,446$1.06M0.75%+613F-HRTimeline
WHITE PINE CAPITAL LLC11,188$1.03M0.36%-10813F-HRTimeline
WMG Financial Advisors, LLC11,149$1.03M0.44%-45113F-HRTimeline
Patten Group, Inc.11,109$1.03M0.23%-64513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC10,981$1.01M0.1%+5,90513F-HR/ATimeline
Boyd Wealth Management, LLC10,935$1.01M0.5%+24313F-HRTimeline
Atlantic Edge Private Wealth Management…10,806$997K0.3%+1,91513F-HRTimeline
Sachetta, LLC10,771$994K0.41%-4213F-HRTimeline
M Holdings Securities, Inc.10,645$982K0.16%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC10,323$953K0.19%-46913F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE10,300$951K<0.01%new13F-HRTimelineGroup
World Investment Advisors10,276$948K0.02%-15513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,252$946K0.01%-1,71113F-HRTimelineGroup
Lansing Street Advisors10,117$934K0.31%+3313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,115$934K0.02%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC10,085$931K0.19%+28013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,047$927K<0.01%+1,72513F-HRTimelineGroup
Seascape Capital Management9,977$921K0.32%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,952$918K0.01%+19613F-HRTimelineGroup
Fortis Advisors, LLC9,940$917K0.6%+4013F-HRTimeline
One Charles Private Wealth Services, LLC9,897$913K0.3%013F-HRTimeline
HRT FINANCIAL LP9,694$894K0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC9,670$892K0.14%new13F-HRTimeline
Perennial Investment Advisors, LLC9,608$887K0.1%+33713F-HRTimeline
Beirne Wealth Consulting Services, LLC9,378$866K0.31%-33113F-HRTimeline
One Day In July LLC9,295$858K0.09%+1,20813F-HRTimeline
R. W. Roge & Company, Inc.9,192$848K0.46%+26313F-HRTimeline
B. Riley Wealth Advisors, Inc.9,038$834K0.03%+12213F-HRTimeline
Dentgroup LLC9,028$833K0.62%+19113F-HRTimeline
Grey Fox Wealth Advisors, LLC8,891$821K0.22%-62713F-HRTimeline
Talisman Wealth Advisors LLC8,861$818K0.84%-3013F-HRTimeline
Sand Hill Global Advisors, LLC8,767$809K0.03%-83613F-HRTimeline
TIAAgroup of 2 filers holding8,763$809K-329Timeline
Pure Financial Advisors, LLC8,702$803K0.02%+15513F-HRTimeline
William Howard & Co Financial Advisors …8,520$786K0.74%013F-HRTimeline
Interchange Capital Partners, LLC8,445$779K0.22%+3013F-HRTimeline
Empirical Asset Management, LLC8,315$767K0.26%-276,29113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,203$757K0.05%+1,71713F-HRTimeline
NWAM LLC8,126$750K0.06%-1,39213F-HRTimeline
ERn Financial, LLC7,827$722K0.11%-72813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,809$721K0.01%+1,69213F-HRTimeline
D.A. DAVIDSON & CO.7,803$720K0.01%+88813F-HRTimeline
TOWNSQUARE CAPITAL LLC7,546$696K0.01%+1,65213F-HRTimeline
Verdence Capital Advisors LLC7,522$694K0.05%+2113F-HRTimeline
WHITTIER TRUST CO7,498$692K0.01%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding7,493$691K-56Timeline
Coordinated Financial Services, Inc./CO7,358$679K0.52%13F-HRTimeline
FIDUCIARY ADVISORS, INC.7,330$676K0.67%-17013F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC7,094$655K0.15%+3,52013F-HRTimelineGroup
MONECO ADVISORS, LLC7,074$653K0.07%+1413F-HR/ATimeline
Waterloo Capital, L.P.6,983$644K0.06%-16513F-HRTimeline
Firestone Capital Management6,942$641K0.17%013F-HRTimeline
Unique Wealth Strategies, LLC6,898$637K0.29%+2,89913F-HRTimeline
Gladstone Institutional Advisory LLC6,858$633K0.03%+40313F-HRTimeline
Stone House Investment Management, LLC6,852$632K0.13%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,939$631K0.12%+27113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,746$623K0.02%+1,94413F-HRTimeline
Barnes Wealth Management Group, Inc6,717$620K0.4%+20013F-HRTimeline
REGIMEN WEALTH, LLC6,639$613K0.2%+2613F-HRTimeline
SeaCrest Wealth Management, LLC6,633$612K0.07%-6013F-HRTimeline
Towne Trust Company, N.A6,620$611K0.21%+3,08013F-HRTimeline
TRUST POINT INC.6,600$609K0.06%013F-HRTimeline
Prime Capital Investment Advisors, LLC6,508$601K0.01%-1713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding6,435$594K-1,775Timeline
Arax Advisory Partners6,425$593K0.04%-4613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,419$592K0.01%+37713F-HRTimeline
Orion Porfolio Solutions, LLC6,327$584K0.01%-3,05013F-HRTimeline
Orion Portfolio Solutions, LLC6,327$584K0.01%-3,05013F-HR/ATimeline
Sterling Capital Management LLC6,313$583K0.01%+11613F-HRTimeline
Wealthspire Retirement, LLC6,240$576K0.05%-45213F-HRTimeline
Impact Partnership Wealth, LLC6,231$575K0.12%+79013F-HRTimeline
Quartz Partners, LLC6,123$565K0.34%-6,19913F-HRTimeline
Meridian Wealth Management, LLC5,928$547K0.03%+21413F-HRTimeline
Roble, Belko & Company, Inc5,888$543K0.09%+2413F-HRTimeline
Hobbs Group Advisors, LLC5,881$543K0.21%+113F-HRTimeline
Kingsview Wealth Management, LLC5,875$542K0.01%+84513F-HRTimeline
GERMAN AMERICAN BANCORP, INC.5,868$542K0.06%+53213F-HRTimeline
Annex Advisory Services, LLC5,866$541K0.02%-20113F-HRTimeline
Mascoma Wealth Management LLC5,843$539K0.13%-1,85213F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…5,835$539K<0.01%new13F-HRTimelineGroup
MAI Capital Management5,832$538K<0.01%-85713F-HRTimeline
HB Wealth Management, LLC5,822$537K<0.01%-39313F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC5,795$535K0.14%-3013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC5,763$532K<0.01%+52513F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,648$521K0.13%+2113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC5,586$516K0.02%+8313F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.5,577$515K0.15%013F-HRTimeline
XML Financial, LLC5,545$512K0.05%+1,15913F-HRTimeline
Graypoint LLC5,507$508K0.03%-3013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC5,405$499K<0.01%+8013F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC5,401$498K0.02%+61613F-HRTimeline
Beaumont Financial Advisors, LLC5,385$497K0.04%013F-HRTimeline
AWM CAPITAL, LLC5,307$490K0.06%-24613F-HRTimeline
FORTE ASSET MANAGEMENT LLC5,288$488K0.25%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,219$482K<0.01%-2,14513F-HRTimelineGroup
Cyndeo Wealth Partners, LLC5,189$479K0.03%+513F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.5,140$474K0.04%013F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC5,093$470K0.02%+48213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,082$469K0.04%-3,95713F-HR/ATimeline
Dynamic Financial Group5,061$467K0.47%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,010$462K0.01%013F-HRTimeline