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Disclosery

IUSV ISHARES TR

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SHS (fund)

722 managers (731 13F filers) reported a position in IUSV shares at 2025-06-30, 176,639,584 shares in all. 45 filers opened a position and 52 filers sold out during the quarter.

Managers
722
13F filers
731
New
45
Added
259
Reduced
244
Sold out
52
Shares held by filers
176,639,584

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
TOBIAS FINANCIAL ADVISORS, INC.32,038$3.03M0.52%new13F-HRTimeline
Family Manage LLC31,083$2.94M0.45%-2,32913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC31,000$2.93M<0.01%new13F-HRTimeline
CATALYST PRIVATE WEALTH, LLC30,878$2.92M1.3%+9,80813F-HRTimeline
Caliber Wealth Management, LLC / KS30,325$2.87M0.31%-45213F-HRTimeline
ATLAS CAPITAL ADVISORS INC.30,176$2.86M0.35%-6,79213F-HRTimeline
Valpey Financial Services, LLC30,174$2.86M1.97%13F-HRTimeline
17 CAPITAL PARTNERS, LLC29,603$2.8M1.62%+52113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC29,341$2.78M<0.01%+2,76613F-HRTimelineGroup
SOL Capital Management CO29,150$2.76M0.27%+24,40013F-HRTimeline
Guidance Point Advisors, LLC28,967$2.74M0.7%+33713F-HRTimeline
MONTAG A & ASSOCIATES INC28,525$2.7M0.13%+6,22413F-HRTimeline
Eagle Strategies LLC26,924$2.55M0.39%+42613F-HRTimeline
Sterling Wealth Management, Inc.26,728$2.53M0.86%13F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC26,689$2.53M1.07%+76613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC26,317$2.49M<0.01%-3,78413F-HRTimelineGroup
Cresset Asset Management, LLC25,981$2.46M0.01%-19,76413F-HR/ATimeline
Centricity Wealth Management, LLC25,892$2.45M1.96%+49413F-HRTimeline
General Partner, Inc.25,634$2.43M1.42%013F-HRTimeline
Wealth Advisors of Iowa, LLC25,592$2.42M0.91%+1413F-HRTimeline
ZWJ INVESTMENT COUNSEL INC25,242$2.39M0.09%+32513F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…24,712$2.34M0.75%-1313F-HRTimeline
Life Planning Partners, Inc24,491$2.32M1.84%013F-HRTimeline
Prospera Financial Services Inc24,437$2.31M0.04%+25413F-HRTimeline
Moloney Securities Asset Management, LLC24,172$2.29M0.28%-4913F-HRTimeline
Steward Partners Investment Advisory, L…24,081$2.28M0.02%+5613F-HRTimeline
Vantage Financial Partners, LLC23,931$2.26M0.52%-16,88013F-HRTimeline
Regal Investment Advisors LLC23,910$2.26M0.17%013F-HRTimeline
Cubist Systematic Strategies, LLC23,745$2.25M0.02%new13F-HRTimeline
MFA Wealth Services23,663$2.24M1.68%+67813F-HRTimeline
MATAURO, LLC23,504$2.22M0.42%-1,25513F-HRTimeline
Geneos Wealth Management Inc.23,242$2.2M0.05%-24,31813F-HRTimeline
Silver Lake Advisory, LLC23,133$2.19M0.93%-38213F-HRTimeline
PRIVATE TRUST CO NA23,106$2.19M0.21%+32413F-HRTimeline
NorthCoast Asset Management LLC22,923$2.17M0.01%-11,01513F-HRTimeline
Crestwood Advisors Group, LLC22,811$2.16M0.04%+96113F-HRTimeline
VestGen Advisors, LLC22,626$2.14M0.09%-29613F-HRTimeline
XY Planning Network, Inc.22,509$2.13M0.73%-25413F-HRTimeline
RWA WEALTH PARTNERS, LLC22,060$2.09M0.03%+3,51113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC21,921$2.07M0.26%+8913F-HRTimeline
Wealthspire Advisors, LLC21,660$2.05M0.01%-44813F-HRTimeline
MGO ONE SEVEN LLC21,251$2.01M0.06%-20,22213F-HRTimeline
Glenmede Investment Management, LP20,918$1.98M0.01%13F-HRTimeline
Legacy Financial Strategies, LLC20,745$1.96M0.39%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,438$1.93M<0.01%-26,39313F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC20,314$1.92M1.16%+9413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19,832$1.88M0.01%+12,02313F-HRTimeline
Farther Finance Advisors, LLC19,794$1.87M0.04%-1,26713F-HRTimeline
TL Private Wealth19,590$1.87M0.78%-19313F-HRTimeline
Western Wealth Management, LLC19,753$1.87M0.11%-2,98013F-HRTimeline
First Heartland Consultants, Inc.19,720$1.87M0.17%+4013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC19,468$1.84M0.46%-25313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC19,372$1.83M0.04%+16,39913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV19,301$1.83M0.13%+87413F-HRTimeline
NWF Advisory Services Inc.18,924$1.79M0.21%-3,41613F-HRTimeline
Traub Capital Management LLC17,916$1.7M1.57%13F-HRTimeline
Synergy Investment Management, LLC17,626$1.67M1.01%-38,24413F-HRTimeline
UPTICK PARTNERS, LLC17,450$1.65M0.47%013F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC17,431$1.65M0.17%+21513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,302$1.64M<0.01%+7,25513F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …16,437$1.6M0.06%new13F-HRTimelineGroup
Carlton Hofferkamp & Jenks Wealth Manag…16,521$1.59M0.58%-37713F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE16,500$1.56M<0.01%+6,20013F-HRTimelineGroup
TriaGen Wealth Management LLC16,487$1.56M0.47%-8113F-HRTimeline
Boyd Wealth Management, LLC16,343$1.55M0.67%+5,40813F-HRTimeline
NewEdge Wealth, LLC16,008$1.53M0.02%+12,45513F-HRTimeline
Hoxton Planning & Management, LLC15,448$1.46M0.51%+8313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…15,440$1.46M0.27%+2,93913F-HRTimelineGroup
CFO4Life Group, LLC15,423$1.46M0.23%013F-HRTimeline
IEQ CAPITAL, LLC15,152$1.43M0.01%-8,57613F-HRTimeline
Advisory Services Network, LLC14,912$1.42M0.02%-46413F-HRTimeline
Sovereign Financial Group, Inc.14,806$1.4M0.29%-22413F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…14,756$1.4M0.21%013F-HRTimelineGroup
CHOREO, LLC14,724$1.39M0.02%-15213F-HRTimeline
HRT FINANCIAL LP14,174$1.34M0.01%+4,48013F-HRTimeline
1900 WEALTH MANAGEMENT LLC14,128$1.34M0.1%-45313F-HRTimeline
SYON CAPITAL LLC13,848$1.31M0.09%-4,52913F-HRTimeline
Next Capital Management LLC13,547$1.28M0.47%+25413F-HRTimeline
Litman Gregory Wealth Management LLC13,298$1.26M0.1%013F-HRTimeline
Waverly Advisors, LLC13,250$1.25M0.01%+11813F-HRTimeline
RIK SAYLOR FINANCIAL, INC.13,231$1.25M0.96%-8413F-HRTimeline
Wealthquest Corp13,217$1.25M0.1%-7913F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.13,208$1.25M0.49%+713F-HRTimeline
Prism Advisors, Inc.13,200$1.25M0.36%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC13,093$1.24M0.32%-23513F-HRTimeline
American State Bank (Iowa)12,899$1.22M0.68%-16413F-HRTimeline
Carr Financial Group Corp12,466$1.18M0.35%+5813F-HRTimeline
Narus Financial Partners, LLC12,215$1.16M0.36%+1413F-HRTimeline
POTENTIA WEALTH12,173$1.15M0.66%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC11,896$1.13M0.08%013F-HRTimeline
Brickley Wealth Management11,806$1.12M0.22%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC11,691$1.11M0.14%-1,13513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,675$1.1M<0.01%-46,36813F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding11,650$1.1M-178Timeline
Beacon Pointe Advisors, LLC11,547$1.09M0.01%-1,75313F-HRTimeline
JFS WEALTH ADVISORS, LLC11,478$1.09M0.07%-51113F-HRTimeline
Grey Fox Wealth Advisors, LLC11,040$1.04M0.25%+2,14913F-HRTimeline
ELEVATE WEALTH ADVISORY, INC11,006$1.04M0.74%-44013F-HRTimeline
Argent Trust Co10,922$1.03M0.04%-56513F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC10,866$1.03M0.21%+3,77213F-HRTimelineGroup
WHITE PINE CAPITAL LLC10,858$1.03M0.33%-33013F-HRTimeline
Aprio Wealth Management, LLC10,720$1.01M0.11%-2,20613F-HRTimeline
Sachetta, LLC10,653$1.01M0.4%-11813F-HRTimeline
Quantinno Capital Management LP10,473$991K<0.01%-1,06013F-HRTimeline
One Day In July LLC10,406$985K0.09%+1,11113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,372$982K0.01%+12013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,221$967K<0.01%+7,89813F-HR/ATimelineGroup
VERUS CAPITAL PARTNERS, LLC10,149$960K0.09%-83213F-HR/ATimeline
Lansing Street Advisors10,145$960K0.29%+2813F-HRTimeline
Perennial Investment Advisors, LLC10,083$954K0.09%+47513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9,914$938K<0.01%-2,01713F-HRTimelineGroup
One Charles Private Wealth Services, LLC9,897$937K0.26%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC9,881$935K0.17%-20413F-HRTimeline
WMG Financial Advisors, LLC9,865$934K0.35%-1,28413F-HRTimeline
Patten Group, Inc.9,830$930K0.2%-1,27913F-HRTimeline
R. W. Roge & Company, Inc.9,748$922K0.52%+55613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC9,654$914K0.17%-66913F-HRTimeline
Beck Bode, LLC9,625$911K0.15%-4,71013F-HRTimeline
World Investment Advisors9,570$906K0.02%-70613F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9,540$903K0.01%-57513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,461$895K0.01%-49113F-HRTimelineGroup
Gladstone Institutional Advisory LLC9,246$875K0.04%+2,38813F-HRTimeline
Pure Financial Advisors, LLC9,197$870K0.02%+49513F-HRTimeline
Verity Asset Management, Inc.9,184$869K0.42%-8,70613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,101$861K0.01%+2,68213F-HRTimeline
Talisman Wealth Advisors LLC8,923$844K0.77%+6213F-HRTimeline
TIAAgroup of 2 filers holding8,918$844K+155Timeline
Sand Hill Global Advisors, LLC8,767$830K0.03%013F-HRTimeline
NWAM LLC8,579$818K0.05%+45313F-HR/ATimeline
Occidental Asset Management, LLC8,646$818K0.11%-9,09913F-HRTimeline
Beirne Wealth Consulting Services, LLC8,552$809K0.26%-82613F-HRTimeline
CW Advisors, LLC8,532$808K0.01%+4,18413F-HRTimeline
Interchange Capital Partners, LLC8,480$802K0.19%+3513F-HR/ATimeline
Empirical Asset Management, LLC8,315$787K0.24%013F-HRTimeline
William Howard & Co Financial Advisors …8,056$762K0.67%-46413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,052$762K<0.01%-62,00713F-HRTimelineGroup
ERn Financial, LLC7,828$741K0.16%+113F-HRTimeline
D.A. DAVIDSON & CO.7,676$726K0.01%-12713F-HRTimeline
Orion Porfolio Solutions, LLC7,670$726K0.01%+1,34313F-HR/ATimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding7,616$721K+1,181Timeline
Verdence Capital Advisors LLC7,546$714K0.05%+2413F-HRTimeline
WHITTIER TRUST CO7,498$710K0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.7,433$703K0.62%+10313F-HRTimeline
Innovative Wealth Building LLC7,418$702K0.58%-6,41413F-HRTimeline
Towne Trust Company, N.A7,365$697K0.24%+74513F-HR/ATimeline
Robertson Stephens Wealth Management, L…7,515$695K0.02%-52,66113F-HRTimeline
Sequoia Financial Advisors, LLC7,161$678K<0.01%-6,70313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,099$672K0.05%-1,10413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,082$670K0.05%+2,00013F-HRTimeline
Coordinated Financial Services, Inc.7,045$667K0.46%13F-HRTimeline
MONECO ADVISORS, LLC7,026$665K0.06%-4813F-HRTimeline
Firestone Capital Management6,942$657K0.15%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,804$644K0.03%+3,00013F-HRTimelineGroup
REGIMEN WEALTH, LLC6,670$631K0.2%+3113F-HRTimeline
SeaCrest Wealth Management, LLC6,633$628K0.07%013F-HRTimeline
Waterloo Capital, L.P.6,625$627K0.05%-35813F-HRTimeline
TRUST POINT INC.6,600$625K0.06%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,583$623K0.01%-16313F-HRTimeline
Barnes Wealth Management Group, Inc6,520$617K0.36%-19713F-HRTimeline
Brooklyn Investment Group6,478$613K0.08%+6,30713F-HR/ATimeline
Sterling Capital Management LLC6,388$604K0.01%+7513F-HR/ATimeline
VANGUARD GROUP INCgroup of 2 filers holding6,335$599K-1,158Timeline
Dentgroup LLC6,274$594K0.41%-2,75413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,269$593K0.09%-67013F-HRTimeline
Cascade Financial Partners, LLC6,233$590K0.07%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.6,194$586K0.03%-2,84413F-HRTimeline
J.W. COLE ADVISORS, INC.6,164$583K0.01%new13F-HRTimeline
Wealthspire Retirement, LLC6,021$570K0.04%-21913F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.5,943$562K0.08%new13F-HRTimeline
Arax Advisory Partners5,561$562K0.03%-86413F-HRTimeline
Roble, Belko & Company, Inc5,915$560K0.08%+2713F-HRTimeline
Annex Advisory Services, LLC5,866$555K0.01%013F-HRTimeline
Kingsview Wealth Management, LLC5,804$549K0.01%-7113F-HRTimeline
MAI Capital Management5,796$549K<0.01%-3613F-HRTimeline
GERMAN AMERICAN BANCORP, INC.5,792$548K0.05%-7613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,763$545K<0.01%013F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…5,723$542K0.01%+71313F-HRTimeline
XML Financial, LLC5,720$541K0.05%+17513F-HRTimeline
Dynamic Financial Group5,683$538K0.52%+62213F-HRTimeline
Richmond Investment Services, LLC5,637$533K0.11%new13F-HRTimeline
Hobbs Group Advisors, LLC5,616$531K0.18%-26513F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.5,577$528K0.14%013F-HRTimeline
Graypoint LLC5,512$522K0.03%+513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,509$521K0.01%-7713F-HRTimeline
Beaumont Financial Advisors, LLC5,385$510K0.04%013F-HRTimeline
Legacy Edge Advisors, LLC5,297$501K0.07%new13F-HRTimeline
FORTE ASSET MANAGEMENT LLC5,288$500K0.25%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,260$498K0.02%-14113F-HRTimeline
Impact Partnership Wealth, LLC5,247$497K0.09%-98413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,240$496K<0.01%+2113F-HRTimelineGroup
AWM CAPITAL, LLC5,216$494K0.05%-9113F-HRTimeline
Cyndeo Wealth Partners, LLC5,196$492K0.03%+713F-HRTimeline
Boreal Capital Management LLC5,142$487K0.4%13F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.5,140$486K0.04%013F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,122$485K0.13%-52613F-HRTimelineGroup
DGS Capital Management, LLCin group DGS Capital Management, LLC5,064$479K0.1%-73113F-HRTimelineGroup
Prime Capital Investment Advisors, LLC5,059$479K0.01%-1,44913F-HRTimeline
Mascoma Wealth Management LLC5,042$477K0.11%-80113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC5,036$477K0.04%+1,84713F-HRTimeline
Fortis Advisors, LLC5,000$473K0.3%-4,94013F-HRTimeline