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Disclosery

IUSV ISHARES TR

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SHS (fund)

739 managers (749 13F filers) reported a position in IUSV shares at 2025-09-30, 184,577,206 shares in all. 60 filers opened a position and 36 filers sold out during the quarter.

Managers
739
13F filers
749
New
60
Added
275
Reduced
228
Sold out
36
Shares held by filers
184,577,206

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Caliber Wealth Management, LLC / KS28,967$2.9M0.32%-1,35813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC28,362$2.83M<0.01%+2,04513F-HRTimelineGroup
Guidance Point Advisors, LLC27,982$2.8M0.67%-98513F-HRTimeline
MONTAG A & ASSOCIATES INC27,767$2.78M0.13%-75813F-HRTimeline
Eagle Strategies LLC27,147$2.71M0.36%+22313F-HRTimeline
Sterling Wealth Management, Inc.26,836$2.68M0.81%+10813F-HRTimeline
Composition Wealth, LLC25,947$2.59M0.04%new13F-HRTimeline
General Partner, Inc.25,634$2.56M1.41%013F-HRTimeline
VestGen Advisors, LLC25,484$2.55M0.08%+2,85813F-HRTimeline
Prospera Financial Services Inc25,457$2.55M0.04%+1,02013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC25,438$2.54M0.09%+19613F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…25,281$2.53M0.74%+56913F-HRTimeline
Wealth Advisors of Iowa, LLC25,044$2.5M0.85%-54813F-HRTimeline
Cresset Asset Management, LLC25,035$2.5M0.01%-94613F-HR/ATimeline
Glenmede Investment Management, LP24,976$2.5M0.01%+4,05813F-HRTimeline
Foundations Investment Advisors, LLC24,605$2.46M0.04%new13F-HRTimeline
Life Planning Partners, Inc24,491$2.45M1.79%013F-HRTimeline
Geneos Wealth Management Inc.24,407$2.44M0.06%+1,16513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC24,262$2.43M<0.01%+6,96013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC24,227$2.42M0.01%+4,39513F-HRTimeline
Farther Finance Advisors, LLC24,198$2.42M0.04%+4,40413F-HRTimeline
PRIVATE TRUST CO NA24,175$2.42M0.21%+1,06913F-HRTimeline
Drake & Associates, LLC23,917$2.41M0.5%-259,11113F-HRTimeline
Steward Partners Investment Advisory, L…24,046$2.4M0.01%-3513F-HRTimeline
Regal Investment Advisors LLC23,949$2.39M0.16%+3913F-HRTimeline
MATAURO, LLC23,928$2.39M0.38%+42413F-HRTimeline
MFA Wealth Services23,750$2.37M1.64%+8713F-HRTimeline
Vantage Financial Partners, LLC23,653$2.36M0.5%-27813F-HRTimeline
Moloney Securities Asset Management, LLC23,632$2.36M0.28%-54013F-HRTimeline
Crestwood Advisors Group, LLC23,375$2.34M0.04%+56413F-HRTimeline
Silver Lake Advisory, LLC23,230$2.32M0.92%+9713F-HRTimeline
NorthCoast Asset Management LLC22,915$2.29M0.01%-813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC21,976$2.2M0.25%+5513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC21,954$2.19M<0.01%-7,38713F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC21,904$2.19M0.02%-15613F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC21,769$2.18M0.57%+2,30113F-HRTimeline
Wealthspire Advisors, LLC21,590$2.16M0.01%-7013F-HRTimeline
PFG Advisors21,569$2.16M0.09%new13F-HRTimeline
XY Planning Network, Inc.22,509$2.13M0.73%013F-HRTimeline
Caprock Group, LLC21,460$2.12M0.05%13F-HRTimeline
Legacy Financial Strategies, LLC20,745$2.07M0.37%013F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…19,856$1.98M0.28%+5,10013F-HRTimelineGroup
First Heartland Consultants, Inc.19,720$1.97M0.16%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.19,515$1.95M<0.01%-844,15913F-HRTimelineGroup
NewEdge Wealth, LLC19,227$1.94M0.03%+3,21913F-HRTimeline
TL Private Wealth19,548$1.93M0.78%-4213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV19,268$1.93M0.12%-3313F-HRTimeline
Western Wealth Management, LLC18,622$1.86M0.1%-1,13113F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC17,761$1.78M0.1%+33013F-HRTimeline
WJ Wealth Management, LLC17,544$1.77M0.78%-17,53613F-HR/ATimeline
Traub Capital Management LLC17,730$1.77M1.75%-18613F-HRTimeline
UPTICK PARTNERS, LLC17,566$1.76M0.46%+11613F-HRTimeline
NWF Advisory Services Inc.17,495$1.75M0.19%-1,42913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding17,285$1.73M+6,419Timeline
Carlton Hofferkamp & Jenks Wealth Manag…16,560$1.69M0.57%+3913F-HRTimeline
Towne Trust Company, N.A16,901$1.69M0.55%+9,53613F-HRTimeline
Verity Asset Management, Inc.16,534$1.65M0.54%+7,35013F-HRTimeline
TriaGen Wealth Management LLC16,387$1.64M0.43%-10013F-HRTimeline
Boyd Wealth Management, LLC16,294$1.63M0.7%-4913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …15,960$1.61M0.05%-47713F-HRTimelineGroup
Beacon Pointe Advisors, LLC15,611$1.56M0.01%+4,06413F-HRTimeline
CFO4Life Group, LLC15,423$1.54M0.22%013F-HRTimeline
Next Capital Management LLC15,002$1.5M0.5%+1,45513F-HRTimeline
TUDOR INVESTMENT CORP ET AL14,743$1.47M0.01%new13F-HR/ATimeline
Advisory Services Network, LLC14,631$1.46M0.02%-28113F-HRTimeline
Sovereign Financial Group, Inc.14,530$1.45M0.27%-27613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC14,387$1.44M0.03%-4,98513F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…14,318$1.43M0.24%-1,12213F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC13,564$1.36M0.53%-13,12513F-HR/ATimeline
IFS Group,LLC13,348$1.34M1.18%13F-HRTimeline
Waverly Advisors, LLC13,335$1.33M0.01%+8513F-HRTimeline
Prism Advisors, Inc.13,200$1.32M0.36%013F-HRTimeline
Litman Gregory Wealth Management LLC13,153$1.31M0.1%-14513F-HRTimeline
RIK SAYLOR FINANCIAL, INC.13,120$1.31M0.96%-11113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC13,093$1.31M0.31%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.13,053$1.3M0.47%-15513F-HRTimeline
Cubist Systematic Strategies, LLC13,028$1.3M0.02%-10,71713F-HRTimeline
Wealthquest Corp13,015$1.3M0.1%-20213F-HRTimeline
1900 WEALTH MANAGEMENT LLC12,977$1.3M0.09%-1,15113F-HRTimeline
American State Bank (Iowa)12,746$1.27M0.65%-15313F-HRTimeline
Carr Financial Group Corp12,500$1.25M0.34%+3413F-HRTimeline
Tennessee Valley Asset Management Partn…12,494$1.25M0.17%new13F-HRTimeline
SYON CAPITAL LLC12,338$1.23M0.07%-1,51013F-HRTimeline
Orion Porfolio Solutions, LLC12,320$1.23M0.01%+4,65013F-HRTimeline
One Day In July LLC12,254$1.22M0.1%+1,84813F-HRTimeline
Narus Financial Partners, LLC12,231$1.22M0.33%+1613F-HR/ATimeline
POTENTIA WEALTH12,173$1.22M0.46%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding11,957$1.2M+307Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC11,896$1.19M0.08%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,895$1.19M<0.01%+3,84313F-HRTimelineGroup
Brickley Wealth Management11,806$1.18M0.21%013F-HRTimeline
Robertson Stephens Wealth Management, L…11,790$1.18M0.04%+4,27513F-HRTimeline
NWAM LLC11,521$1.16M0.06%+2,94213F-HR/ATimeline
Eldridge Investment Advisors, Inc.11,324$1.13M0.26%-79,65213F-HRTimeline
ELEVATE WEALTH ADVISORY, INC11,024$1.1M0.8%+1813F-HRTimeline
Argent Trust Co10,940$1.09M0.04%+1813F-HRTimeline
Grey Fox Wealth Advisors, LLC10,787$1.08M0.22%-25313F-HRTimeline
WHITE PINE CAPITAL LLC10,774$1.08M0.31%-8413F-HRTimeline
Perennial Investment Advisors, LLC10,743$1.07M0.09%+66013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC10,690$1.07M0.12%-1,00113F-HRTimeline
Sachetta, LLC10,514$1.05M0.39%-13913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC10,502$1.05M0.08%+35313F-HR/ATimeline
Lansing Street Advisors10,177$1.02M0.27%+3213F-HRTimeline
Pure Financial Advisors, LLC10,143$1.01M0.02%+94613F-HRTimeline
JFS WEALTH ADVISORS, LLC10,107$1.01M0.06%-1,37113F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC9,892$1.01M0.16%+1113F-HRTimeline
Aprio Wealth Management, LLC9,970$997K0.1%-75013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,781$978K+2,165Timeline
One Charles Private Wealth Services, LLC9,733$973K0.26%-16413F-HRTimeline
R. W. Roge & Company, Inc.9,732$972K0.5%-1613F-HRTimeline
World Investment Advisors9,592$959K0.02%+2213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9,540$953K0.01%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC9,495$949K0.16%-15913F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,477$947K0.02%+3,75413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,461$946K0.01%013F-HRTimelineGroup
Gladstone Institutional Advisory LLC9,413$941K0.04%+16713F-HRTimeline
Quantinno Capital Management LP9,264$926K<0.01%-1,20913F-HRTimeline
Patten Group, Inc.9,230$923K0.18%-60013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,217$921K0.01%+11613F-HRTimeline
CHOREO, LLC9,171$917K0.01%-5,55313F-HRTimeline
Talisman Wealth Advisors LLC9,131$913K0.76%+20813F-HRTimeline
MONECO ADVISORS, LLC9,025$902K0.08%+1,99913F-HRTimeline
Synergy Investment Management, LLC8,939$893K0.34%-8,68713F-HRTimeline
WMG Financial Advisors, LLC8,921$892K0.3%-94413F-HRTimeline
Dentgroup LLC8,734$873K0.56%+2,46013F-HRTimeline
Occidental Asset Management, LLC8,669$866K0.11%+2313F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE8,600$860K<0.01%-7,90013F-HRTimelineGroup
TIAAgroup of 2 filers holding8,576$857K-342Timeline
Interchange Capital Partners, LLC8,516$851K0.17%+3613F-HRTimeline
Beirne Wealth Consulting Services, LLC8,349$835K0.2%-20313F-HRTimeline
Empirical Asset Management, LLC8,315$831K0.23%013F-HRTimeline
IEQ CAPITAL, LLC8,274$827K<0.01%-6,87813F-HRTimeline
Per Stirling Capital Management, LLC.8,110$811K0.1%-125,35513F-HRTimeline
Sequoia Financial Advisors, LLC8,083$808K<0.01%+92213F-HRTimeline
ERn Financial, LLC8,066$806K0.16%+23813F-HRTimeline
William Howard & Co Financial Advisors …8,056$805K0.69%013F-HRTimeline
Financial & Tax Architects, LLC7,774$777K0.17%new13F-HRTimeline
Berman McAleer LLC7,769$777K0.11%13F-HRTimeline
Verdence Capital Advisors LLC7,571$774K0.04%+2513F-HRTimeline
D.A. DAVIDSON & CO.7,706$770K<0.01%+3013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC7,648$764K0.17%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,641$764K0.05%+54213F-HRTimeline
WHITTIER TRUST CO7,498$754K0.01%013F-HRTimeline
Innovative Wealth Building LLC7,459$746K0.58%+4113F-HRTimeline
FIDUCIARY ADVISORS, INC.7,451$745K0.6%+1813F-HRTimeline
Hoxton Planning & Management, LLC7,218$721K0.23%-8,23013F-HRTimeline
Kingsview Wealth Management, LLC7,184$718K0.01%+1,38013F-HRTimeline
Richmond Investment Services, LLC7,094$709K0.13%+1,45713F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC6,966$696K0.13%+1,90213F-HRTimelineGroup
Coordinated Financial Services, Inc.6,953$695K0.45%-9213F-HRTimeline
Firestone Capital Management6,942$694K0.15%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC6,940$694K0.04%-14213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,804$680K0.03%013F-HRTimelineGroup
HB Wealth Management, LLC6,703$670K<0.01%+3,57113F-HRTimeline
REGIMEN WEALTH, LLC6,702$670K0.2%+3213F-HRTimeline
Waterloo Capital, L.P.6,653$665K0.05%+2813F-HRTimeline
J.W. COLE ADVISORS, INC.6,632$663K0.01%+46813F-HRTimeline
TRUST POINT INC.6,600$660K0.05%013F-HRTimeline
Cambridge Financial Group, LLC6,590$659K0.21%new13F-HRTimeline
Barnes Wealth Management Group, Inc6,554$655K0.36%+3413F-HRTimeline
Sterling Capital Management LLC6,436$643K0.01%+4813F-HRTimeline
Brooklyn Investment Group6,802$641K0.09%+32413F-HR/ATimeline
VANGUARD GROUP INCgroup of 2 filers holding6,367$636K+32Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,342$634K<0.01%+1,47913F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP6,305$630K0.01%-27813F-HRTimeline
Cascade Financial Partners, LLC6,233$623K0.07%013F-HRTimeline
XML Financial, LLC6,157$615K0.05%+43713F-HRTimeline
Simplicity Wealth,LLC6,136$613K0.04%+1,21013F-HRTimeline
MAI Capital Management6,121$612K<0.01%+32513F-HRTimeline
Wealthspire Retirement, LLC6,021$602K0.04%013F-HR/ATimeline
INDEPENDENT FINANCIAL GROUP, LLC6,012$601K0.01%+50313F-HRTimeline
Bright Futures Wealth Management, LLC.5,983$598K0.47%13F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.5,971$597K0.08%+2813F-HRTimeline
Roble, Belko & Company, Inc5,915$591K0.08%013F-HRTimeline
Annex Advisory Services, LLC5,866$586K0.01%013F-HRTimeline
Dynamic Financial Group5,811$581K0.5%+12813F-HRTimeline
GERMAN AMERICAN BANCORP, INC.5,792$579K0.05%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,699$570K<0.01%-6413F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC5,664$566K<0.01%+2,15913F-HRTimelineGroup
PRUDENT INVESTORS NETWORK, INC.5,577$557K0.14%013F-HRTimeline
Hobbs Group Advisors, LLC5,503$550K0.17%-11313F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO5,502$550K0.09%new13F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC5,423$542K0.1%+62713F-HRTimeline
Valeo Financial Advisors, LLC5,410$541K0.01%+2,07213F-HRTimeline
Beaumont Financial Advisors, LLC5,385$538K0.04%013F-HRTimeline
FORTE ASSET MANAGEMENT LLC5,288$529K0.25%013F-HRTimeline
LaSalle St. Investment Advisors, LLC5,272$527K0.09%-147,39213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,260$526K<0.01%+2013F-HRTimelineGroup
AWM CAPITAL, LLC5,237$523K0.05%+2113F-HRTimeline
GWN SECURITIES INC.5,202$521K0.12%+32013F-HRTimeline
Cyndeo Wealth Partners, LLC5,202$520K0.03%+613F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,192$519K0.16%+7013F-HRTimelineGroup
Boreal Capital Management LLC5,143$514K0.41%+113F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.5,140$514K0.04%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC5,127$512K0.01%+6813F-HRTimeline
Beck Bode, LLC5,127$512K0.08%-4,49813F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,093$509K0.01%-16713F-HRTimeline
Mascoma Wealth Management LLC5,042$504K0.11%013F-HRTimeline
Fortis Advisors, LLC5,024$502K0.29%+2413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,979$496K<0.01%+3713F-HRTimelineGroup