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Disclosery

IUSV ISHARES TR

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SHS (fund)

788 managers (800 13F filers) reported a position in IUSV shares at 2025-12-31, 193,873,441 shares in all. 65 filers opened a position and 44 filers sold out during the quarter.

Managers
788
13F filers
800
New
65
Added
280
Reduced
233
Sold out
44
Shares held by filers
193,873,441

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Cresset Asset Management, LLC33,242$3.41M0.01%+8,20713F-HRTimeline
FLOW TRADERS U.S. LLC33,081$3.39M0.11%new13F-HRTimeline
Pathfinder Wealth Consulting, Inc.33,029$3.39M2.14%13F-HRTimeline
Leonard Rickey Investment Advisors P.L.…32,493$3.33M0.6%-61213F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.32,038$3.29M0.46%013F-HRTimeline
Towne Trust Company, N.A31,087$3.19M0.99%+14,18613F-HRTimeline
HighPoint Advisor Group LLC30,687$3.15M0.07%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC30,573$3.13M<0.01%+6,31113F-HRTimelineGroup
Family Manage LLC30,475$3.12M0.39%-54013F-HRTimeline
Denver PWM, LLC32,954$3.12M1.04%013F-HRTimeline
17 CAPITAL PARTNERS, LLC29,816$3.06M1.59%+22613F-HRTimeline
Castellan Group29,740$3.05M0.38%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.28,917$2.97M0.33%13F-HRTimeline
Valpey Financial Services, LLC28,888$2.96M1.89%-26513F-HR/ATimeline
Guidance Point Advisors, LLC28,015$2.87M0.67%+3313F-HRTimeline
Farther Finance Advisors, LLC27,988$2.87M0.03%+3,79013F-HRTimeline
Caliber Wealth Management, LLC / KS27,913$2.86M0.31%-1,05413F-HRTimeline
Eagle Strategies LLC27,016$2.77M0.35%-13113F-HRTimeline
MONTAG A & ASSOCIATES INC26,925$2.76M0.13%-84213F-HRTimeline
Composition Wealth, LLC26,909$2.76M0.04%+96213F-HRTimeline
ZWJ INVESTMENT COUNSEL INC26,430$2.71M0.1%+99213F-HRTimeline
Sterling Wealth Management, Inc.26,071$2.67M0.76%-76513F-HRTimeline
General Partner, Inc.25,634$2.63M1.49%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…25,371$2.6M0.76%+9013F-HRTimeline
Prospera Financial Services Inc25,186$2.58M0.04%-27113F-HRTimeline
Wealth Advisors of Iowa, LLC25,057$2.57M0.84%+1313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA24,976$2.56M0.01%13F-HRTimelineGroup
Crestwood Advisors Group, LLC24,681$2.53M0.04%+1,30613F-HRTimeline
Life Planning Partners, Inc24,491$2.51M1.92%013F-HRTimeline
PRIVATE TRUST CO NA24,359$2.5M0.22%+18413F-HRTimeline
Geneos Wealth Management Inc.24,308$2.49M0.06%-9913F-HRTimeline
MATAURO, LLC24,268$2.49M0.37%+34013F-HRTimeline
Steward Partners Investment Advisory, L…24,249$2.49M0.01%+20313F-HRTimeline
Regal Investment Advisors LLC24,218$2.48M0.15%+26913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC24,201$2.48M0.01%-2613F-HRTimeline
Silver Lake Advisory, LLC23,951$2.46M0.95%+72113F-HRTimeline
MFA Wealth Services23,848$2.45M1.65%+9813F-HRTimeline
Foundations Investment Advisors, LLC23,651$2.43M0.03%-95413F-HRTimeline
Vantage Financial Partners, LLC23,586$2.42M0.49%-6713F-HRTimeline
Brooklyn Investment Group23,341$2.41M0.11%+16,53913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC23,170$2.38M0.5%+1,40113F-HRTimeline
EASTERLY INVESTMENT PARTNERS LLC22,245$2.28M0.14%new13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding22,144$2.27M+4,859Timeline
CAHILL FINANCIAL ADVISORS INC22,016$2.26M0.25%+4013F-HRTimeline
Caprock Group, LLC21,771$2.23M0.05%+31113F-HRTimeline
Drake & Associates, LLC21,651$2.22M0.44%-2,26613F-HRTimeline
XY Planning Network, Inc.21,542$2.21M0.38%-96713F-HRTimeline
HARBOUR INVESTMENTS, INC.21,222$2.18M0.04%+19,91313F-HRTimeline
Orion Porfolio Solutions, LLC21,089$2.16M0.02%+8,76913F-HRTimeline
Legacy Financial Strategies, LLC20,721$2.12M0.38%-2413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC20,716$2.12M<0.01%-1,23813F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC20,665$2.12M0.02%-1,23913F-HRTimeline
Western Wealth Management, LLC20,629$2.12M0.1%+2,00713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding20,099$2.11M+4,139Timeline
PFG Advisors20,492$2.1M0.1%-1,07713F-HRTimeline
Next Capital Management LLC20,381$2.09M0.67%+5,37913F-HRTimeline
NewEdge Wealth, LLC20,378$2.09M0.02%+1,15113F-HRTimeline
First Heartland Consultants, Inc.19,732$2.02M0.15%+1213F-HRTimeline
Occidental Asset Management, LLC19,362$1.99M0.24%+10,69313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,094$1.96M<0.01%new13F-HRTimelineGroup
TL Private Wealth18,023$1.9M0.73%-1,52513F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV18,102$1.86M0.1%-1,16613F-HRTimeline
Traub Capital Management LLC17,117$1.76M1.69%-61313F-HRTimeline
NWF Advisory Services Inc.16,963$1.74M0.19%-53213F-HRTimeline
UPTICK PARTNERS, LLC16,624$1.7M0.36%-94213F-HRTimeline
WJ Wealth Management, LLC16,445$1.69M0.74%-1,09913F-HRTimeline
TriaGen Wealth Management LLC16,387$1.68M0.43%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…16,232$1.66M0.56%-32813F-HRTimeline
CFO4Life Group, LLC15,506$1.59M0.23%+8313F-HRTimeline
Soltis Investment Advisors LLC14,848$1.52M0.1%new13F-HR/ATimeline
Sovereign Financial Group, Inc.14,692$1.51M0.27%+16213F-HRTimeline
MGO ONE SEVEN LLC14,562$1.49M0.03%+11,28213F-HRTimeline
Advisory Services Network, LLC14,242$1.46M0.02%-38913F-HRTimeline
Boyd Wealth Management, LLC14,235$1.46M0.62%-2,05913F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…13,629$1.4M0.23%-68913F-HRTimelineGroup
NEW WAVE WEALTH ADVISORS LLC13,598$1.39M0.51%+3413F-HRTimeline
Waverly Advisors, LLC13,581$1.39M0.01%+24613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC13,470$1.38M0.05%-40,80013F-HRTimeline
Endowment Wealth Management, Inc.13,464$1.38M0.63%-47,19213F-HRTimeline
Cambria Investment Management, L.P.13,449$1.38M0.08%new13F-HRTimeline
Litman Gregory Wealth Management LLC13,253$1.36M0.1%+10013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.13,124$1.35M0.99%+413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC13,093$1.34M0.31%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.13,061$1.34M0.45%+813F-HRTimeline
1900 WEALTH MANAGEMENT LLC12,943$1.33M0.09%-3413F-HRTimeline
Wealthquest Corp12,847$1.32M0.1%-16813F-HRTimeline
M Holdings Securities, Inc.12,816$1.31M0.09%new13F-HRTimeline
Carr Financial Group Corp12,567$1.29M0.34%+6713F-HRTimeline
Tennessee Valley Asset Management Partn…12,541$1.29M0.17%+4713F-HRTimeline
American State Bank (Iowa)12,496$1.28M0.62%-25013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC12,495$1.28M0.1%+4,85413F-HRTimeline
Beacon Pointe Advisors, LLC12,452$1.28M0.01%-3,15913F-HRTimeline
Prism Planning Partners LLC12,340$1.27M1.42%13F-HRTimeline
SYON CAPITAL LLC12,317$1.26M0.06%-2113F-HRTimeline
One Day In July LLC12,254$1.26M0.1%013F-HRTimeline
Narus Financial Partners, LLC12,248$1.26M0.35%+1713F-HRTimeline
POTENTIA WEALTH12,173$1.25M0.46%013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding12,080$1.24M+123Timeline
NWAM LLC11,699$1.23M0.07%+17813F-HRTimeline
MLP3, LLC11,906$1.22M1.33%13F-HRTimeline
Quantinno Capital Management LP11,882$1.22M<0.01%+2,61813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC11,866$1.22M0.08%-3013F-HRTimeline
Brickley Wealth Management11,806$1.21M0.2%013F-HRTimeline
VestGen Advisors, LLC11,395$1.17M0.05%-14,08913F-HRTimeline
Eldridge Investment Advisors, Inc.11,326$1.16M0.26%+213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC10,953$1.12M0.08%+45113F-HR/ATimeline
Argent Trust Co10,940$1.12M0.04%013F-HRTimeline
Atlantic Edge Private Wealth Management…10,815$1.11M0.28%+6,31513F-HRTimeline
Wealthspire Advisors, LLC10,802$1.11M0.01%-10,78813F-HRTimeline
Sound Income Strategies, LLC10,471$1.1M0.05%+8,76413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,744$1.1M0.01%+1,20413F-HRTimeline
Pure Financial Advisors, LLC10,705$1.1M0.02%+56213F-HRTimeline
Bleakley Financial Group, LLC10,496$1.08M0.02%new13F-HRTimeline
WHITE PINE CAPITAL LLC10,451$1.07M0.29%-32313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC9,905$1.07M0.15%+1313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,182$1.04M0.01%+96513F-HRTimeline
JFS WEALTH ADVISORS, LLC10,061$1.03M0.06%-4613F-HRTimeline
Lansing Street Advisors10,051$1.03M0.27%-12613F-HRTimeline
World Investment Advisors9,895$1.01M0.02%+30313F-HR/ATimeline
R. W. Roge & Company, Inc.9,715$996K0.49%-1713F-HRTimeline
ELEVATE WEALTH ADVISORY, INC9,703$995K0.68%-1,32113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,686$993K-95Timeline
One Charles Private Wealth Services, LLC9,599$984K0.25%-13413F-HRTimeline
Grey Fox Wealth Advisors, LLC9,467$971K0.2%-1,32013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,461$970K0.01%013F-HRTimelineGroup
Dentgroup LLC9,349$959K0.66%+61513F-HRTimeline
Perennial Investment Advisors, LLC9,344$958K0.08%-1,39913F-HRTimeline
Richmond Investment Services, LLC9,305$954K0.16%+2,21113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC9,235$947K0.11%-1,45513F-HRTimeline
Talisman Wealth Advisors LLC9,150$939K0.73%+1913F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…9,147$938K0.11%13F-HRTimeline
USAdvisors Wealth Management, LLC9,106$933K0.31%-39,84213F-HRTimeline
Gladstone Institutional Advisory LLC8,902$913K0.03%-51113F-HRTimeline
MONECO ADVISORS, LLC8,796$902K0.07%-22913F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding8,725$895K+2,358Timeline
ERn Financial, LLC8,705$893K0.17%+63913F-HRTimeline
Verity Asset Management, Inc.8,605$882K0.38%-7,92913F-HRTimeline
TIAAgroup of 2 filers holding8,559$878K-17Timeline
Interchange Capital Partners, LLC8,556$877K0.16%+4013F-HRTimeline
HB Wealth Management, LLC8,539$876K0.01%+1,83613F-HRTimeline
Empirical Asset Management, LLC8,315$853K0.24%013F-HRTimeline
Patten Group, Inc.8,291$850K0.16%-93913F-HRTimeline
IEQ CAPITAL, LLC8,252$846K<0.01%-2213F-HRTimeline
Riverwater Partners LLC8,248$846K0.33%+4,69913F-HRTimeline
Synergy Investment Management, LLC8,146$835K0.3%-79313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC8,113$832K0.13%-1,38213F-HRTimeline
Per Stirling Capital Management, LLC.8,100$831K0.09%-1013F-HRTimeline
William Howard & Co Financial Advisors …8,056$826K0.7%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,983$819K0.02%+1,97113F-HRTimeline
Beirne Wealth Consulting Services, LLC7,955$816K0.24%-39413F-HRTimeline
Kingsview Wealth Management, LLC7,870$807K0.01%+68613F-HRTimeline
Aprio Wealth Management, LLC7,809$801K0.05%-2,16113F-HRTimeline
WHITTIER TRUST CO7,498$785K0.01%013F-HRTimeline
Verdence Capital Advisors LLC7,580$777K0.05%+913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,548$774K<0.01%+1,88413F-HRTimelineGroup
FIDUCIARY ADVISORS, INC.7,491$768K0.58%+4013F-HRTimeline
Innovative Wealth Building LLC7,442$763K0.56%-1713F-HRTimeline
Berman McAleer LLC7,308$749K0.1%-46113F-HRTimeline
CHOREO, LLC7,177$741K0.01%-1,99413F-HRTimeline
D.A. DAVIDSON & CO.7,183$737K<0.01%-52313F-HRTimeline
Hoxton Planning & Management, LLC7,174$736K0.22%-4413F-HRTimeline
Firestone Capital Management6,942$712K0.15%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC6,940$712K0.03%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC6,891$707K0.12%-7513F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,804$698K0.03%013F-HRTimelineGroup
Sachetta, LLC6,766$694K0.38%-3,74813F-HRTimeline
Coordinated Financial Services, Inc.6,729$690K0.4%-22413F-HRTimeline
REGIMEN WEALTH, LLC6,727$690K0.2%+2513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,705$688K0.01%-7,68213F-HR/ATimeline
Waterloo Capital, L.P.6,654$682K0.05%+113F-HRTimeline
TRUST POINT INC.6,600$677K0.05%013F-HRTimeline
Barnes Wealth Management Group, Inc6,516$668K0.36%-3813F-HRTimeline
Cambridge Financial Group, LLC6,590$668K0.23%013F-HRTimeline
XML Financial, LLC6,410$657K0.05%+25313F-HRTimeline
Retirement Management Systems Inc.6,360$652K0.17%13F-HRTimeline
Sterling Capital Management LLC6,271$643K0.01%-16513F-HRTimeline
Cascade Financial Partners, LLC6,233$639K0.06%013F-HRTimeline
Arax Advisory Partners6,214$637K0.02%new13F-HRTimeline
RDA Financial Network6,186$634K0.15%-29,30113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,057$621K0.01%-24813F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.5,971$612K0.07%013F-HRTimeline
Qube Research & Technologies Ltd5,953$610K<0.01%+5,47613F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,933$608K0.01%new13F-HRTimeline
Roble, Belko & Company, Inc5,915$607K0.08%013F-HRTimeline
Annex Advisory Services, LLC5,883$603K0.01%+1713F-HRTimeline
Bright Futures Wealth Management, LLC.5,836$598K0.44%-14713F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO5,828$598K0.11%+32613F-HRTimeline
MAI Capital Management5,793$594K<0.01%-32813F-HRTimeline
GERMAN AMERICAN BANCORP, INC.5,792$594K0.05%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,767$591K0.01%-3,71013F-HRTimeline
Dorsey & Whitney Trust CO LLC5,721$587K0.03%new13F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.5,673$582K0.13%+9613F-HRTimeline
USA FINANCIAL FORMULAS5,672$582K0.11%new13F-HRTimeline
Dynamic Financial Group5,672$582K0.5%-13913F-HRTimeline
Ketron Financial5,598$574K0.19%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,535$568K0.02%+1,62413F-HRTimelineGroup
Hobbs Group Advisors, LLC5,505$565K0.17%+213F-HRTimeline
Valeo Financial Advisors, LLC5,500$564K0.01%+9013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,449$559K<0.01%-25013F-HRTimelineGroup
Meridian Wealth Management, LLC5,390$553K0.02%+63313F-HRTimeline