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Disclosery

IUSV ISHARES TR

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SHS (fund)

717 managers (726 13F filers) reported a position in IUSV shares at 2024-12-31, 169,620,671 shares in all. 45 filers opened a position and 44 filers sold out during the quarter.

Managers
717
13F filers
726
New
45
Added
269
Reduced
209
Sold out
44
Shares held by filers
169,620,671

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Empirical Financial Services, LLC d.b.a…5,010$464K0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.5,004$463K0.27%-3013F-HRTimeline
RTD Financial Advisors, Inc.4,907$454K0.06%-29013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,883$452K0.04%013F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP4,802$445K0.01%+78613F-HRTimeline
BECKER CAPITAL MANAGEMENT INC4,785$443K0.01%013F-HRTimeline
SOL Capital Management CO4,750$440K0.05%013F-HRTimeline
BIP Wealth, LLC4,746$439K0.03%+35513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,728$438K0.01%013F-HRTimeline
Melone Private Wealth, LLC4,700$435K0.23%+813F-HRTimeline
SYM FINANCIAL Corp4,690$434K0.06%013F-HRTimeline
Choate Investment Advisors4,685$434K0.01%013F-HRTimeline
CIM, LLC4,635$429K0.06%+2413F-HRTimeline
Burk Holdings LLC4,621$428K0.35%13F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,616$427K0.16%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,611$427K0.02%013F-HRTimeline
Ellis Investment Partners, LLC4,608$427K0.08%-23713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,597$427K<0.01%+2,74013F-HRTimelineGroup
FourThought Financial Partners, LLC4,603$426K0.04%-57313F-HRTimeline
Safeguard Financial, LLC4,597$426K0.09%013F-HRTimeline
Cutler Capital Management, LLC4,567$423K0.15%013F-HR/ATimeline
Cannell & Spears LLC4,514$418K0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC4,501$417K0.03%+4,43613F-HRTimeline
WEALTHSPAN PARTNERS, LLC4,462$413K0.2%-20613F-HRTimeline
TRUE Private Wealth Advisors4,442$411K0.05%-2813F-HRTimeline
NORDEN GROUP LLC4,422$409K0.05%013F-HRTimeline
Csenge Advisory Group4,421$409K0.02%-8313F-HRTimeline
XML Financial, LLC4,386$406K0.04%+59213F-HRTimeline
Premier Path Wealth Partners, LLC4,341$402K0.06%013F-HRTimeline
SFG Wealth Management, LLC.4,337$402K0.21%+13313F-HRTimeline
Christensen, King & Associates Investme…4,243$399K0.19%-1513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,300$398K0.01%013F-HRTimeline
Bellecapital International Ltd.4,291$397K0.07%013F-HRTimeline
AE Wealth Management LLC4,266$395K<0.01%-91213F-HRTimeline
SWMG, LLC4,131$392K0.16%-1,35513F-HRTimeline
TFR Capital, LLC.4,217$390K0.19%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,196$388K0.02%new13F-HR/ATimelineGroup
Bank of Marin4,120$381K0.3%-19613F-HRTimeline
Bedel Financial Consulting, Inc.3,976$379K0.05%-2113F-HRTimeline
Investment Advisory Group, LLC4,093$379K0.13%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,065$376K0.01%-33613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.4,016$372K0.02%-2,14213F-HRTimeline
Unique Wealth Strategies, LLC3,999$370K0.16%-3,27713F-HRTimeline
Nikulski Financial, Inc.3,982$369K0.11%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,965$367K0.02%013F-HR/ATimeline
Fielder Capital Group LLC3,949$366K0.11%-2,50013F-HRTimeline
NewEdge Wealth, LLC3,945$365K0.01%-7,41213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,938$365K<0.01%+1,60613F-HRTimelineGroup
Wealthstream Advisors, Inc.3,938$365K0.07%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,919$363K0.04%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC3,891$360K0.09%-19113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,887$360K0.03%013F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC3,834$355K0.05%+713F-HRTimeline
McGowan Group Asset Management, Inc.3,822$354K0.05%+13813F-HRTimeline
Clifford Group, LLC3,819$354K0.27%013F-HRTimeline
SCOTIA CAPITAL INC.3,784$350K<0.01%013F-HRTimeline
Pathway Financial Advisors LLC3,758$348K0.08%new13F-HRTimeline
Zions Bancorporation, N.A.3,727$345K0.02%013F-HRTimeline
Carnegie Investment Counsel3,711$344K0.01%013F-HRTimeline
LRI Investments, LLC3,703$343K0.03%013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC3,700$343K0.19%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,689$342K0.05%013F-HRTimelineGroup
KRAFT ASSET MANAGEMENT, LLC3,644$341K0.26%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,663$339K0.02%-5113F-HRTimeline
United Advisor Group, LLC3,662$339K0.07%+1,37813F-HRTimeline
Koshinski Asset Management, Inc.3,595$333K0.03%-62613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,583$332K0.02%013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding3,574$331K-2,432Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,564$330K<0.01%-6613F-HRTimelineGroup
Alteri Wealth LLC3,563$330K0.09%13F-HRTimeline
Front Row Advisors LLC3,560$330K0.11%013F-HRTimeline
COZAD ASSET MANAGEMENT INC3,555$329K0.03%-7,51013F-HRTimeline
Joel Isaacson & Co., LLC3,554$329K0.01%+913F-HRTimeline
Diversified Enterprises, LLC3,549$329K0.03%+13913F-HRTimeline
Towne Trust Company, N.A3,540$328K0.12%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,523$326K0.01%13F-HRTimeline
CPA Asset Management Group, LLC3,511$325K0.15%-6213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,463$321K0.04%-49313F-HRTimeline
Sovran Advisors, LLC3,454$319K0.05%13F-HRTimeline
Peak Retirement Planning, Inc.3,430$318K0.21%13F-HRTimeline
Curated Wealth Partners LLC3,410$316K0.04%+51013F-HRTimeline
CW Advisors, LLC3,408$316K<0.01%-22813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,374$312K0.03%+76413F-HRTimeline
Francis Financial, Inc.3,358$311K0.08%new13F-HRTimeline
Alliance Wealth Advisors, LLC3,357$311K0.18%-8513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,296$305K0.05%+713F-HRTimeline
RFG Advisory, LLC3,294$305K0.01%-1,62313F-HRTimeline
Austin Private Wealth, LLC3,292$305K0.03%-5113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,256$301K0.03%-7013F-HRTimeline
CX Institutional3,230$299K0.01%new13F-HRTimeline
Roxbury Financial LLC2,962$296K0.29%13F-HRTimeline
New Century Financial Group, LLC3,190$296K0.13%+16213F-HRTimeline
PATTEN & PATTEN INC/TN3,170$294K0.02%-5013F-HRTimeline
IFP Advisors, Inc3,154$292K0.01%+99613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,115$288K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC3,116$288K0.01%-8413F-HRTimeline
SC&H Financial Advisors, Inc.3,102$287K0.06%+1213F-HRTimeline
SHAPIRO CAPITAL MANAGEMENT LLC3,100$287K0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,087$286K0.04%new13F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,055$283K<0.01%-1,29613F-HRTimelineGroup
Fourth Dimension Wealth, LLC3,048$282K0.15%13F-HRTimeline
Astra Wealth Partners LLC3,045$282K0.27%13F-HRTimeline
Valeo Financial Advisors, LLC3,041$282K0.01%013F-HRTimeline
Asset Dedication, LLC3,029$280K0.02%013F-HRTimeline
Compass Ion Advisors, LLC2,960$274K0.03%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,960$274K<0.01%+53013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,956$274K0.06%+5413F-HRTimeline
Verum Partners LLC2,955$274K0.08%013F-HRTimeline
TAP Consulting, LLC2,924$271K0.06%+4413F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC2,919$270K0.05%+60713F-HRTimeline
GREENWOOD GEARHART LLC2,899$268K0.02%new13F-HRTimeline
Atala Financial Inc2,894$268K0.19%13F-HRTimeline
WEALTH ALLIANCE, LLC2,890$268K0.03%-1,75213F-HRTimeline
Mullaney, Keating & Wright, Inc.2,887$267K0.18%-1,98713F-HRTimeline
Qube Research & Technologies Ltd2,875$266K<0.01%-88013F-HRTimeline
BANK OZK2,858$265K0.11%-2713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,858$265K0.01%-3713F-HR/ATimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,853$264K0.01%+11713F-HRTimelineGroup
Signature Resources Capital Management,…2,841$263K0.23%013F-HRTimeline
Heritage Family Offices, LLP2,832$262K0.13%013F-HRTimeline
Octavia Wealth Advisors, LLC2,819$261K0.03%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC2,801$259K0.01%+17713F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…2,800$259K0.06%013F-HRTimeline
Colonial River Investments, LLC2,786$258K0.12%+17613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,786$258K0.01%+17613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,681$254K0.01%+16513F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…2,728$253K0.26%13F-HRTimeline
Trilogy Capital Inc.2,727$252K0.01%+44013F-HRTimeline
Mason Investment Advisory Services, Inc.2,717$252K0.01%+113F-HRTimeline
Peak Planning Group, LLC2,704$250K0.1%013F-HRTimeline
Greenhouse Wealth Management, LLC2,687$249K0.16%013F-HRTimeline
PINNACLE ASSOCIATES LTD2,685$249K<0.01%-1513F-HRTimeline
HEADINVEST, LLC2,673$247K0.05%013F-HRTimeline
Aspen Wealth Management LLC2,671$247K0.07%+2313F-HRTimeline
Delta Investment Management, LLC2,663$247K0.05%+1613F-HRTimeline
Lauterbach Financial Advisors, LLC2,651$245K0.15%-4413F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,624$243K0.08%+213F-HRTimeline
BRIGHTON JONES LLC2,621$243K0.01%+1513F-HR/ATimeline
Klingman & Associates, LLC2,607$241K0.01%-8313F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,600$241K0.11%013F-HRTimeline
Weaver Consulting Group2,595$240K0.07%+19913F-HRTimeline
Plancorp, LLC2,578$239K0.01%+213F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…2,575$238K0.04%+28813F-HRTimeline
Round Rock Advisors LLC2,558$237K0.05%-65013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,530$235K0.01%+113F-HRTimelineGroup
May Hill Capital, LLC2,537$235K0.09%13F-HRTimeline
CWA Asset Management Group, LLC2,527$234K0.01%-1213F-HRTimeline
Berry Wealth Group, LP2,520$233K0.17%+14713F-HRTimeline
Evanson Asset Management, LLC2,491$231K0.02%013F-HRTimeline
Kovack Advisors, Inc.2,464$228K0.02%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,323$228K<0.01%-2,09213F-HRTimelineGroup
Manhattan West Asset Management, LLC2,450$227K0.06%+1413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,428$225K<0.01%-13613F-HRTimelineGroup
Watts Gwilliam & Co., LLC2,412$224K0.05%013F-HRTimeline
Hopwood Financial Services, Inc.2,410$223K0.17%13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,403$222K0.01%new13F-HRTimelineGroup
LongView Wealth Management2,394$222K0.07%013F-HRTimeline
Hubbell Strickland Wealth Management, L…2,393$222K0.11%+3013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,390$221K0.01%-67813F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC2,357$218K0.03%+13713F-HRTimelineGroup
SUMMIT WEALTH & RETIREMENT PLANNING, IN…2,345$217K0.07%013F-HRTimeline
McAdam, LLC2,315$214K0.01%+3013F-HRTimeline
Transce3nd, LLC2,314$214K0.07%13F-HRTimeline
Oak Asset Management, LLC2,305$213K0.08%+1313F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO2,294$212K0.04%-74313F-HRTimeline
Operose Advisors LLC2,292$212K0.07%013F-HRTimeline
Fingerlakes Wealth Management, Inc.2,289$212K0.17%+1413F-HRTimeline
Pinnacle Family Advisors, LLC2,283$211K0.1%-913F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC2,260$209K0.05%new13F-HRTimeline
Accel Wealth Management2,253$209K0.08%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC2,252$209K0.1%new13F-HRTimelineGroup
CGN Advisors LLC2,250$208K0.02%-113F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp2,219$205K<0.01%new13F-HRTimelineGroup
Headlands Technologies LLC2,186$202K0.02%new13F-HRTimeline
Merriman Wealth Management, LLC2,181$202K0.01%-1,52013F-HRTimeline
MB Generational Wealth, LLC2,181$202K0.15%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC2,178$202K0.09%13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,151$199K0.02%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB2,081$193K<0.01%-3413F-HRTimeline
MCF Advisors LLC2,008$186K0.01%013F-HRTimeline
Key Financial Inc1,945$180K0.04%+1,40813F-HRTimeline
FIRST FINANCIAL CORP /IN/1,759$163K0.08%013F-HRTimeline
WealthShield Partners, LLC1,750$162K0.02%013F-HRTimeline
Financial Perspectives, Inc1,743$161K0.05%+1013F-HRTimeline
McIlrath & Eck, LLC1,741$161K0.02%+1013F-HRTimeline
Keystone Financial Group, Inc.1,712$158K0.13%13F-HRTimeline
Aptus Capital Advisors, LLC1,681$156K<0.01%+1,27413F-HRTimeline
Element Wealth, LLC1,611$149K0.08%+2913F-HRTimeline
Continuum Advisory, LLC1,556$144K0.02%-27213F-HRTimeline
Avion Wealth1,499$138K0.04%-17013F-HRTimeline
Clearstead Advisors, LLC1,490$138K<0.01%013F-HRTimeline
NorthRock Partners, LLC1,457$135K<0.01%+2513F-HR/ATimeline
Larson Financial Group LLC1,455$135K0.01%+813F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,332$123K0.03%013F-HRTimelineGroup
IAG Wealth Partners, LLC1,323$122K0.02%013F-HRTimeline
Avior Wealth Management, LLC1,265$117K<0.01%+6013F-HRTimeline
CBIZ Investment Advisory Services, LLC1,229$114K0.01%-13513F-HRTimeline
Pacifica Partners Inc.1,222$113K0.05%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,214$112K<0.01%013F-HRTimeline
Anchor Investment Management, LLC1,189$110K0.01%013F-HRTimeline