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Disclosery

IUSV ISHARES TR

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SHS (fund)

800 managers (814 13F filers) reported a position in IUSV shares at 2026-06-30, 202,642,115 shares in all. 64 filers opened a position and 42 filers sold out during the quarter.

Managers
800
13F filers
814
New
64
Added
307
Reduced
233
Sold out
42
Shares held by filers
202,642,115

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Beaumont Financial Advisors, LLC5,385$593K0.04%013F-HRTimeline
Ketron Financial5,368$591K0.18%-36013F-HRTimeline
AWM CAPITAL, LLC5,354$590K0.05%+25413F-HRTimeline
ZENITH SOLUTIONS, INC.5,330$587K0.53%13F-HRTimeline
AE Wealth Management LLC5,302$584K<0.01%+99213F-HRTimeline
FORTE ASSET MANAGEMENT LLC5,288$582K0.24%013F-HRTimeline
Cyndeo Wealth Partners, LLC5,234$576K0.03%+613F-HRTimeline
LaSalle St. Investment Advisors, LLC5,233$576K0.07%+1113F-HRTimeline
GWN SECURITIES INC.5,198$573K0.1%+6313F-HRTimeline
Premier Path Wealth Partners, LLC5,191$572K0.07%013F-HRTimeline
Indivisible Partners5,179$570K0.03%+93613F-HRTimeline
SWEENEY & MICHEL, LLC4,970$568K0.15%+1013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC5,153$568K0.01%+1,46913F-HRTimelineGroup
Retirement Management Systems Inc.5,144$567K0.12%-58613F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.5,140$566K0.03%013F-HRTimelineGroup
Invariant Investment Management5,032$563K0.33%+72113F-HRTimeline
United Advisor Group, LLC5,109$563K0.06%+1,18513F-HRTimeline
Unique Wealth Strategies, LLC5,052$556K0.2%-5413F-HRTimeline
Monument Capital Management5,036$555K0.11%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,959$546K<0.01%+2,11613F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC4,948$545K0.01%-6513F-HRTimeline
SYM FINANCIAL Corp4,862$536K0.04%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,761$532K0.01%013F-HRTimeline
Mascoma Wealth Management LLC4,811$530K0.1%+16913F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC4,615$525K0.06%13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,728$521K0.01%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC4,698$517K0.13%+413F-HRTimeline
Burk Holdings LLC4,621$509K0.19%-1513F-HRTimeline
CIM, LLC4,603$507K0.07%+1513F-HRTimeline
Parallel Advisors, LLC4,602$507K0.01%013F-HRTimeline
Cutler Capital Management, LLC4,550$501K0.13%013F-HRTimeline
Investment Advisory Group, LLC4,547$501K0.11%+15913F-HRTimeline
Redwood Financial Network Corp4,542$500K0.28%+81013F-HRTimeline
Choate Investment Advisors4,500$496K0.01%013F-HRTimeline
FourThought Financial Partners, LLC4,484$494K0.04%-5613F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,456$491K0.01%new13F-HRTimeline
Bright Futures Wealth Management, LLC.4,452$490K0.32%-1,11513F-HRTimeline
Verdence Capital Advisors LLC4,431$488K0.03%-3,28513F-HRTimeline
NORDEN GROUP LLC4,422$487K0.04%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,389$483K0.02%+7513F-HRTimeline
Sovran Advisors, LLC4,256$483K0.04%+84313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,382$483K<0.01%-1913F-HRTimelineGroup
Asset Dedication, LLC4,353$480K0.03%+77213F-HRTimeline
Vigil Wealth Management, LLC4,298$473K0.34%-6613F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.4,294$473K0.2%013F-HRTimeline
Bellecapital International Ltd.4,291$473K0.08%013F-HRTimeline
Csenge Advisory Group4,282$472K0.02%+22013F-HRTimeline
Global Assets Advisory, LLC4,244$470K0.1%-21,20813F-HRTimeline
Good Harbor Advisors, Inc.4,241$467K0.46%013F-HRTimeline
Ellis Investment Partners, LLC4,230$466K0.07%+1113F-HRTimeline
Claro Advisors Inc.4,219$465K0.05%-12613F-HRTimeline
TFR Capital, LLC.4,217$465K0.13%013F-HRTimeline
Collier Financial4,202$463K0.32%-1313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC4,188$461K<0.01%+29113F-HRTimelineGroup
Vise Technologies, Inc.4,187$461K0.01%-21413F-HRTimeline
Kovack Advisors, Inc.4,122$455K0.02%+2,16313F-HRTimeline
Zhang Financial LLC4,121$454K0.01%013F-HRTimeline
WESBANCO BANK INC4,112$453K0.01%013F-HRTimeline
Koshinski Asset Management, Inc.4,095$451K0.02%+88513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,094$451K0.05%-56613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,086$450K0.01%+17013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,072$448K<0.01%+16313F-HRTimelineGroup
MCF Advisors LLC4,041$445K0.02%+2,03313F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,004$441K0.09%013F-HRTimeline
JMG Financial Group, Ltd.4,001$441K0.01%new13F-HRTimeline
Intrua Financial, LLC3,998$440K0.04%+31713F-HRTimeline
Bedel Financial Consulting, Inc.3,976$438K0.04%013F-HRTimeline
Financial Planning Hawaii, Inc.3,966$437K0.23%013F-HRTimeline
SeaCrest Wealth Management, LLC3,937$434K0.05%013F-HRTimeline
McGowan Group Asset Management, Inc.3,923$432K0.05%+1613F-HRTimeline
Bank of Marin3,922$432K0.3%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,919$432K0.03%013F-HRTimeline
PATTEN & PATTEN INC/TN3,905$430K0.02%-16513F-HRTimeline
American Trust3,894$429K0.03%+45313F-HRTimeline
Beck Bode, LLC3,887$428K0.06%-13613F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC3,879$427K0.04%+65413F-HRTimelineGroup
Aprio Wealth Management, LLC3,847$424K0.02%-3513F-HRTimeline
Valeo Financial Advisors, LLC3,833$422K0.01%-91313F-HRTimeline
RDA Financial Network3,830$422K0.09%-1,46513F-HRTimeline
Avestar Capital, LLC3,818$421K0.02%new13F-HRTimeline
Melone Private Wealth, LLC3,808$419K0.16%+813F-HRTimeline
FF Advisors,LLC3,772$415K0.16%013F-HRTimeline
Palogic Value Management, L.P.3,739$412K0.15%new13F-HR/ATimeline
Peak Retirement Planning, Inc.3,730$411K0.07%-9613F-HRTimeline
COZAD ASSET MANAGEMENT INC3,711$409K0.03%+15613F-HRTimeline
LRI Investments, LLC3,703$408K0.03%013F-HRTimeline
Front Row Advisors LLC3,560$408K0.12%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,689$406K0.05%013F-HRTimelineGroup
Braeburn Wealth Management LLC3,659$403K0.17%-92913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,630$400K0.01%+66513F-HRTimelineGroup
Lauterbach Financial Advisors, LLC3,623$399K0.17%-5813F-HRTimeline
Greenspring Advisors, LLC3,573$394K0.02%+40013F-HRTimeline
WEALTH ALLIANCE, LLC3,571$393K0.03%-9213F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,512$387K0.12%-2,38613F-HRTimelineGroup
Compass Ion Advisors, LLC3,513$387K0.03%013F-HRTimeline
Alliance Wealth Advisors, LLC3,473$383K0.15%+213F-HRTimeline
SFG Wealth Management, LLC.3,471$382K0.14%+19813F-HRTimeline
SCOTIA CAPITAL INC.3,434$378K<0.01%013F-HRTimeline
Christensen, King & Associates Investme…3,383$373K0.15%013F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC3,376$372K0.14%-73913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,338$368K0.01%-18513F-HRTimeline
TRUST CO OF VERMONT3,334$367K0.01%13F-HRTimeline
Aerodigm Wealth, LLC3,320$366K0.12%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,303$364K0.03%+21613F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,297$363K0.04%-19513F-HRTimeline
Fiduciary Alliance LLC3,284$362K0.02%+113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,254$358K0.02%+10013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department3,236$356K0.08%new13F-HRTimelineGroup
Kroeger Financial Partners3,222$355K0.34%13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,209$353K0.02%+30013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO3,193$352K0.05%-1,43613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,165$349K0.04%-15013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC3,150$347K0.17%013F-HRTimeline
Garrett Wealth Advisory Group, LLC3,133$345K0.05%-9413F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,124$344K<0.01%013F-HRTimelineGroup
CX Institutional3,108$342K0.01%+1213F-HRTimeline
Carnegie Investment Counsel3,092$341K0.01%-27613F-HRTimeline
Founders Financial Alliance, LLC3,090$340K0.05%+3013F-HRTimeline
Summit Investment Advisory Services, LLC3,083$340K0.09%+1013F-HRTimeline
SC&H Financial Advisors, Inc.3,083$340K0.05%+313F-HRTimeline
Valued Wealth Advisors LLC3,066$338K0.12%-14313F-HRTimeline
TOWER BRIDGE ADVISORS3,000$330K0.03%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,000$330K0.01%+32213F-HRTimelineGroup
Clifford Group, LLC2,997$330K0.23%-8413F-HRTimeline
WEALTHSPAN PARTNERS, LLC2,981$328K0.1%-7813F-HRTimeline
TRED AVON FAMILY WEALTH, LLC2,973$327K0.1%+23813F-HRTimeline
Mullaney, Keating & Wright, Inc.2,942$324K0.16%+913F-HRTimeline
Collaborative Wealth Managment Inc.2,938$324K0.14%+94513F-HRTimeline
KWB Wealth2,933$323K0.03%+11613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,924$322K<0.01%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED2,905$320K0.02%-33213F-HRTimeline
Atala Financial Inc2,894$319K0.19%013F-HRTimeline
Heritage Wealth Management, Inc./Texas2,885$318K0.12%-32913F-HRTimeline
Fingerlakes Wealth Management, Inc.2,840$313K0.17%+35413F-HRTimeline
Heritage Family Offices, LLP2,832$312K0.12%013F-HRTimeline
Pacific Excel Wealth Advisors, Inc.2,832$312K0.12%new13F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,818$310K0.08%+1113F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…2,800$308K0.04%013F-HRTimeline
Roxbury Financial LLC2,784$307K0.24%+413F-HRTimeline
WEDBUSH SECURITIES INC2,741$302K0.01%-38413F-HRTimeline
Cassaday & Co Wealth Management LLC2,740$302K0.01%-10613F-HRTimeline
Storgate, LLC2,733$301K0.06%new13F-HRTimeline
PINNACLE ASSOCIATES LTD2,728$301K<0.01%+10713F-HRTimeline
Weaver Consulting Group2,720$300K0.06%013F-HRTimeline
Apella Capital, LLC2,648$296K<0.01%+6013F-HRTimeline
BANK OZK2,687$296K0.09%-10813F-HRTimeline
HEADINVEST, LLC2,673$294K0.05%013F-HRTimeline
Greenhouse Wealth Management, LLC2,661$293K0.21%013F-HRTimeline
HBK Sorce Advisory LLC2,557$292K0.01%+2113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,639$291K0.01%-5713F-HRTimeline
Aspen Wealth Management LLC2,625$289K0.05%+1113F-HRTimeline
Mason Investment Advisory Services, Inc.2,620$289K0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC2,617$288K0.02%-4,62213F-HRTimeline
Oak Asset Management, LLC2,611$288K0.09%+1113F-HRTimeline
Klingman & Associates, LLC2,607$287K0.01%013F-HRTimeline
Octavia Wealth Advisors, LLC2,598$286K0.02%-2813F-HRTimeline
IFP Advisors, Inc2,576$284K0.01%+36813F-HRTimeline
Elevation Wealth Management LLC2,551$281K0.21%013F-HRTimeline
Godfrey Financial Associates, Inc.2,522$278K0.21%+2713F-HRTimeline
Francis Financial, Inc.2,519$277K0.05%013F-HRTimeline
Legacy Advisors, LLC2,517$277K0.03%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO2,493$275K0.02%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT2,483$274K<0.01%new13F-HRTimeline
Wealthspire Retirement, LLC2,483$273K0.01%-63013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…2,455$270K0.03%013F-HRTimeline
Hubbell Strickland Wealth Management, L…2,444$269K0.1%-8013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,432$268K<0.01%-40913F-HRTimeline
Continuum Advisory, LLC2,418$266K0.02%+12013F-HRTimeline
Keystone Financial Group2,413$266K0.02%+42913F-HRTimeline
Hopwood Financial Services, Inc.2,410$265K0.15%013F-HRTimeline
GREENLEAF TRUST2,396$264K<0.01%new13F-HRTimeline
HUB Investment Partners, LLC2,384$263K<0.01%013F-HRTimeline
Manhattan West Asset Management, LLC2,376$262K0.04%013F-HRTimeline
Main Street Research LLC2,371$261K0.01%new13F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…2,345$258K0.05%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…2,341$258K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC2,324$256K0.01%+94913F-HRTimeline
Operose Advisors LLC2,322$256K0.05%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,315$255K0.01%+8413F-HRTimeline
Legacy Financial Group LLC2,313$255K0.03%-1113F-HRTimeline
Falcon Wealth Planning2,305$254K0.02%013F-HRTimeline
Alpine Global Management, LLC2,302$254K0.04%new13F-HRTimeline
Maridea Wealth Management LLC2,301$253K0.03%new13F-HRTimeline
Invst, LLC2,295$253K0.02%013F-HRTimeline
Trilogy Capital Inc.2,294$253K0.01%-29913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,281$251K0.01%-1,43513F-HRTimelineGroup
North Star Investment Management Corp.2,272$250K0.01%-21613F-HRTimeline
Pallas Capital Advisors LLC2,265$249K0.01%013F-HRTimeline
Advisors Capital Management, LLC2,259$249K<0.01%new13F-HRTimeline
Accel Wealth Management2,253$248K0.06%013F-HRTimeline
Key Financial Inc2,244$247K0.04%013F-HRTimeline
New England Private Wealth Advisors LLC2,204$247K0.02%+913F-HRTimeline
Ullmann Wealth Partners Group, LLC2,236$246K0.02%+413F-HRTimeline
Visionary Wealth Advisors2,222$245K0.01%013F-HRTimeline
Plum Street Advisors, LLC2,222$245K0.08%-2113F-HRTimeline
Summit Trail Advisors, LLC2,207$243K<0.01%013F-HRTimeline
Tidemark, LLC2,202$243K0.05%-9313F-HRTimeline
Larson Financial Group LLC2,195$242K0.01%+813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,164$238K0.02%-1,00113F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,147$237K<0.01%-27113F-HRTimelineGroup