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Disclosery

IUSV ISHARES TR

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SHS (fund)

781 managers (793 13F filers) reported a position in IUSV shares at 2026-03-31, 196,627,879 shares in all. 56 filers opened a position and 56 filers sold out during the quarter.

Managers
781
13F filers
793
New
56
Added
286
Reduced
243
Sold out
56
Shares held by filers
196,627,879

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC33,449$3.42M<0.01%+2,87613F-HRTimelineGroup
Pathfinder Wealth Consulting, Inc.32,545$3.33M2.16%-48413F-HRTimeline
CATALYST PRIVATE WEALTH, LLC32,280$3.3M1.79%-1,88513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.31,906$3.26M0.45%-13213F-HRTimeline
Leonard Rickey Investment Advisors P.L.…31,663$3.24M0.56%-83013F-HRTimeline
Family Manage LLC30,957$3.17M0.38%+48213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding30,240$3.09M+8,096Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC30,002$3.07M0.02%+5,80113F-HRTimeline
HighPoint Advisor Group LLC29,683$3.04M0.13%-1,00413F-HRTimeline
ATLAS CAPITAL ADVISORS INC.29,547$3.02M0.35%+63013F-HRTimeline
Farther Finance Advisors, LLC28,576$2.93M0.03%+58813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC28,600$2.92M<0.01%-19,10013F-HRTimeline
Guidance Point Advisors, LLC28,577$2.92M0.69%+56213F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC28,340$2.9M1.96%-52,42513F-HRTimeline
Valpey Financial Services, LLC27,678$2.83M1.84%-1,21013F-HRTimeline
Steward Partners Investment Advisory, L…27,617$2.82M0.01%+3,36813F-HRTimeline
Eagle Strategies LLC27,607$2.82M0.34%+59113F-HRTimeline
RWA WEALTH PARTNERS, LLC27,434$2.81M0.03%+6,76913F-HRTimeline
Caliber Wealth Management, LLC / KS26,971$2.76M0.3%-94213F-HRTimeline
ZWJ INVESTMENT COUNSEL INC26,925$2.75M0.1%+49513F-HRTimeline
Prospera Financial Services Inc26,841$2.75M0.04%+1,65513F-HRTimeline
Composition Wealth, LLC26,562$2.72M0.04%-34713F-HRTimeline
Sterling Wealth Management, Inc.26,162$2.68M0.73%+9113F-HRTimeline
17 CAPITAL PARTNERS, LLC25,663$2.62M1.36%-4,15313F-HRTimeline
General Partner, Inc.25,634$2.62M1.6%013F-HRTimeline
PRIVATE TRUST CO NA25,191$2.58M0.23%+83213F-HRTimeline
Wealth Advisors of Iowa, LLC24,966$2.55M0.79%-9113F-HRTimeline
Silver Lake Advisory, LLC24,832$2.54M1.01%+88113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA24,626$2.52M0.01%-35013F-HRTimelineGroup
Brooklyn Investment Group24,521$2.51M0.08%+1,18013F-HRTimeline
Life Planning Partners, Inc24,491$2.5M1.91%013F-HRTimeline
Cresset Asset Management, LLC24,309$2.49M0.01%-8,93313F-HRTimeline
Regal Investment Advisors LLC24,218$2.48M0.14%013F-HRTimeline
MFA Wealth Services24,089$2.46M1.63%+24113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC23,819$2.44M<0.01%+3,10313F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding22,613$2.42M+2,514Timeline
HARBOUR INVESTMENTS, INC.23,277$2.38M0.04%+2,05513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC23,062$2.36M0.46%-10813F-HRTimeline
MATAURO, LLC22,672$2.32M0.33%-1,59613F-HRTimeline
CAHILL FINANCIAL ADVISORS INC22,083$2.26M0.24%+6713F-HRTimeline
XY Planning Network, Inc.21,988$2.25M0.36%+44613F-HRTimeline
Caprock Group, LLC21,771$2.23M0.05%013F-HRTimeline
NewEdge Wealth, LLC21,375$2.19M0.03%+99713F-HRTimeline
MONTAG A & ASSOCIATES INC21,362$2.18M0.1%-5,56313F-HRTimeline
Western Wealth Management, LLC21,026$2.15M0.08%+39713F-HR/ATimeline
Denver PWM, LLC19,503$2.12M0.73%-13,45113F-HRTimeline
Legacy Financial Strategies, LLC20,721$2.12M0.38%013F-HRTimeline
Drake & Associates, LLC20,397$2.09M0.4%-1,25413F-HRTimeline
Foundations Investment Advisors, LLC20,024$2.05M0.03%-3,62713F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC19,656$2.01M0.11%new13F-HRTimeline
Next Capital Management LLC19,560$2M0.61%-82113F-HRTimeline
Occidental Asset Management, LLC19,304$1.97M0.23%-5813F-HRTimeline
First Heartland Consultants, Inc.19,081$1.95M0.15%-65113F-HRTimeline
NWF Advisory Services Inc.18,560$1.9M0.21%+1,59713F-HRTimeline
PFG Advisors18,235$1.86M0.09%-2,25713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,160$1.86M0.01%new13F-HRTimelineGroup
TL Private Wealth17,663$1.84M0.73%-36013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,989$1.84M0.09%-11313F-HRTimeline
Traub Capital Management LLC17,199$1.76M1.74%+8213F-HRTimeline
MGO ONE SEVEN LLC16,910$1.73M0.03%+2,34813F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC16,902$1.73M0.18%+15,73313F-HRTimeline
UPTICK PARTNERS, LLC16,569$1.69M0.34%-5513F-HRTimeline
Sovereign Financial Group, Inc.16,508$1.69M0.29%+1,81613F-HRTimeline
TriaGen Wealth Management LLC16,387$1.68M0.46%013F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…15,610$1.66M0.56%-62213F-HRTimeline
Joule Financial, LLC16,002$1.64M0.48%+13,34513F-HRTimeline
WJ Wealth Management, LLC15,964$1.63M0.76%-48113F-HRTimeline
Orion Porfolio Solutions, LLC15,883$1.62M0.01%-5,20613F-HRTimeline
CFO4Life Group, LLC15,566$1.59M0.24%+6013F-HRTimeline
Soltis Investment Advisors LLC14,852$1.52M0.1%+413F-HRTimeline
Ipswich Investment Management Co., Inc.14,805$1.51M0.36%new13F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…14,756$1.51M0.21%-110,97013F-HRTimelineGroup
Boyd Wealth Management, LLC14,237$1.46M0.62%+213F-HRTimeline
IFS Group,LLC14,011$1.43M1.28%13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…13,895$1.42M0.11%+26613F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding13,793$1.41M+1,713Timeline
Quantinno Capital Management LP13,743$1.41M<0.01%+1,86113F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC13,726$1.4M0.49%+12813F-HRTimeline
One Day In July LLC13,495$1.38M0.11%+1,24113F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC13,470$1.38M0.05%013F-HRTimeline
Endowment Wealth Management, Inc.13,343$1.36M0.6%-12113F-HRTimeline
SYON CAPITAL LLC13,165$1.35M0.07%+84813F-HRTimeline
RIK SAYLOR FINANCIAL, INC.13,140$1.34M1.02%+1613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC13,101$1.34M0.11%+60613F-HRTimeline
Waverly Advisors, LLC13,065$1.34M0.01%-51613F-HRTimeline
M Holdings Securities, Inc.12,233$1.33M0.09%-58313F-HRTimeline
Wealthquest Corp12,718$1.3M0.09%-12913F-HR/ATimeline
1900 WEALTH MANAGEMENT LLC12,658$1.29M0.08%-28513F-HRTimeline
Carr Financial Group Corp12,615$1.29M0.34%+4813F-HRTimeline
Tennessee Valley Asset Management Partn…12,575$1.29M0.17%+3413F-HRTimeline
Cambria Investment Management, L.P.12,513$1.28M0.07%-93613F-HRTimeline
Empowered Funds, LLC12,513$1.28M0.01%new13F-HR/ATimeline
MLP3, LLC12,376$1.27M1.4%+47013F-HRTimeline
Prism Planning Partners LLC12,340$1.26M1.49%013F-HRTimeline
Narus Financial Partners, LLC12,260$1.25M0.33%+1213F-HRTimeline
POTENTIA WEALTH12,173$1.24M0.48%013F-HRTimeline
American State Bank (Iowa)11,996$1.23M0.59%-50013F-HRTimeline
GC Wealth Management RIA, LLC11,876$1.21M0.05%new13F-HRTimeline
Brickley Wealth Management11,806$1.21M0.21%013F-HRTimeline
Richmond Investment Services, LLC11,691$1.2M0.19%+2,38613F-HRTimeline
Bleakley Financial Group, LLC11,558$1.18M0.02%+1,06213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC11,523$1.18M<0.01%+3,97513F-HRTimelineGroup
Argent Trust Co11,412$1.17M0.04%+47213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC11,166$1.14M0.08%+21313F-HRTimeline
Eldridge Investment Advisors, Inc.11,102$1.14M0.25%-22413F-HRTimeline
Perennial Investment Advisors, LLC11,038$1.13M0.09%+1,69413F-HRTimeline
Atlantic Edge Private Wealth Management…10,910$1.12M0.27%+9513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,839$1.11M0.01%+9513F-HRTimeline
NWAM LLC10,831$1.11M0.06%-86813F-HRTimeline
Pure Financial Advisors, LLC10,685$1.09M0.02%-2013F-HRTimeline
WHITE PINE CAPITAL LLC10,451$1.07M0.29%013F-HR/ATimeline
Sound Income Strategies, LLC10,369$1.06M0.05%-10213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,136$1.04M<0.01%new13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC10,064$1.03M0.06%+313F-HRTimeline
World Investment Advisors9,930$1.02M0.02%+3513F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC9,915$1.01M0.15%+1013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC9,911$1.01M0.07%-1,95513F-HRTimeline
Total Clarity Wealth Management, Inc.9,871$1.01M0.24%+5,28213F-HRTimeline
ELEVATE WEALTH ADVISORY, INC9,752$997K0.63%+4913F-HRTimeline
R. W. Roge & Company, Inc.9,677$989K0.47%-3813F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC9,593$981K0.22%-3,50013F-HRTimeline
TIAAgroup of 4 filers holding9,597$979K+1,038Timeline
MONETA GROUP INVESTMENT ADVISORS LLC9,578$979K0.01%-60413F-HRTimeline
Lansing Street Advisors9,561$978K0.25%-49013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,480$969K0.03%new13F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK9,361$957K<0.01%-10013F-HRTimelineGroup
FIDUCIARY ADVISORS, INC.9,324$953K0.72%+1,83313F-HRTimeline
RFG Advisory, LLC9,303$951K0.02%+5,81513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC9,246$945K0.08%+4,04013F-HRTimelineGroup
MLG Wealth Management DBA Pine Grove Fi…9,147$935K0.11%013F-HRTimeline
Verity Asset Management, Inc.9,142$935K0.39%+53713F-HRTimeline
Global Assets Advisory, LLC25,452$915K0.26%+21,56413F-HRTimeline
USAdvisors Wealth Management, LLC9,065$910K0.3%-4113F-HRTimeline
Grey Fox Wealth Advisors, LLC8,875$907K0.18%-59213F-HRTimeline
Kingsview Wealth Management, LLC8,868$907K0.01%+99813F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT8,755$898K1.14%13F-HRTimeline
Patten Group, Inc.8,774$897K0.16%+48313F-HRTimeline
Riverwater Partners LLC8,763$896K0.3%+51513F-HRTimeline
ERn Financial, LLC8,754$895K0.17%+4913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC8,741$894K0.1%-49413F-HRTimeline
Synergy Investment Management, LLC8,730$893K0.29%+58413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,394$858K0.02%+41113F-HR/ATimeline
MONECO ADVISORS, LLC8,324$851K0.07%-47213F-HRTimeline
Empirical Asset Management, LLC8,305$849K0.22%-1013F-HRTimeline
HB Wealth Management, LLC8,257$844K0.01%-28213F-HRTimeline
Beirne Wealth Consulting Services, LLC8,251$844K0.24%+29613F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC8,107$829K0.12%-613F-HRTimeline
Per Stirling Capital Management, LLC.8,102$828K0.09%+213F-HRTimeline
William Howard & Co Financial Advisors …8,056$824K0.71%013F-HRTimeline
IEQ CAPITAL, LLC7,951$813K<0.01%-30113F-HRTimeline
Verdence Capital Advisors LLC7,716$789K0.05%+13613F-HRTimeline
Talisman Wealth Advisors LLC7,705$788K0.63%-1,44513F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding7,650$782K+3,377Timeline
Interchange Capital Partners, LLC8,445$779K0.25%-11113F-HRTimeline
WHITTIER TRUST CO7,498$773K0.01%013F-HRTimeline
Innovative Wealth Building LLC7,535$770K0.54%+9313F-HRTimeline
One Charles Private Wealth Services, LLC7,533$770K0.19%-2,06613F-HRTimeline
Waterloo Capital, L.P.7,487$766K0.05%+83313F-HRTimeline
Gladstone Institutional Advisory LLC7,482$765K0.03%-1,42013F-HRTimeline
Berman McAleer LLC7,389$756K0.1%+8113F-HRTimeline
Prime Capital Investment Advisors, LLC7,347$751K0.01%+1,99013F-HRTimeline
Hoxton Planning & Management, LLC7,344$751K0.23%+17013F-HRTimeline
D.A. DAVIDSON & CO.7,265$743K<0.01%+8213F-HRTimeline
TWO SIGMA SECURITIES, LLC7,239$740K0.09%+4,20013F-HRTimeline
CHOREO, LLC7,177$734K0.01%013F-HRTimeline
Sachetta, LLC7,157$732K0.4%+39113F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC6,992$715K0.12%+10113F-HRTimelineGroup
Firestone Capital Management6,942$710K0.15%013F-HRTimeline
Barnes Wealth Management Group, Inc6,936$709K0.36%+42013F-HRTimeline
Gateway Wealth Partners, LLC6,921$708K0.03%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6,804$696K0.03%013F-HRTimelineGroup
Coordinated Financial Services, Inc.6,787$694K0.4%+5813F-HRTimeline
TRUST POINT INC.6,600$675K0.06%013F-HRTimeline
XML Financial, LLC6,591$674K0.05%+18113F-HRTimeline
Cambridge Financial Group, LLC6,590$674K0.23%013F-HRTimeline
COFG Advisors, LLC6,422$657K0.16%+2,28813F-HRTimeline
Sterling Capital Management LLC6,389$653K0.01%+11813F-HRTimeline
Wealthspire Advisors, LLC6,365$651K0.01%-4,43713F-HRTimeline
Cascade Financial Partners, LLC6,233$637K0.07%013F-HRTimeline
Arax Advisory Partners6,132$627K0.02%-8213F-HRTimeline
REGIMEN WEALTH, LLC6,129$627K0.18%-59813F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.5,971$611K0.07%013F-HRTimeline
Dorsey & Whitney Trust CO LLC5,941$607K0.03%+22013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,898$603K0.22%+89913F-HR/ATimelineGroup
Roble, Belko & Company, Inc5,864$600K0.08%-5113F-HRTimeline
MAI Capital Management5,794$592K<0.01%+113F-HRTimeline
GERMAN AMERICAN BANCORP, INC.5,792$592K0.05%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…5,767$590K0.01%013F-HRTimeline
Retirement Management Systems Inc.5,730$586K0.14%-63013F-HRTimeline
Ketron Financial5,728$586K0.21%+13013F-HRTimeline
Simplicity Wealth,LLC5,722$585K0.03%+48113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,706$583K0.01%-35113F-HRTimeline
Meridian Wealth Management, LLC5,700$583K0.02%+31013F-HRTimeline
Dynamic Financial Group5,673$580K0.47%+113F-HRTimeline
TrueWealth Financial Partners5,659$579K0.23%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,640$577K<0.01%+35813F-HRTimelineGroup
Annex Advisory Services, LLC5,583$571K0.01%-30013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.5,577$570K0.12%-9613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,568$569K<0.01%+2,19713F-HRTimelineGroup
Bright Futures Wealth Management, LLC.5,567$569K0.39%-26913F-HRTimeline