Skip to content
Disclosery

IUSV ISHARES TR

Follow

SHS (fund)

727 managers (736 13F filers) reported a position in IUSV shares at 2025-03-31, 175,340,637 shares in all. 56 filers opened a position and 38 filers sold out during the quarter.

Managers
727
13F filers
736
New
56
Added
289
Reduced
216
Sold out
38
Shares held by filers
175,340,637

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Koesten, Hirschmann & Crabtree, INC.5,004$462K0.26%013F-HRTimeline
FourThought Financial Partners, LLC4,981$460K0.05%+37813F-HRTimeline
GWN SECURITIES INC.4,940$456K0.03%new13F-HRTimeline
RTD Financial Advisors, Inc.4,908$453K0.06%+113F-HRTimeline
WESBANCO BANK INC4,902$452K0.02%-30013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,883$451K0.04%013F-HRTimelineGroup
Bright Futures Wealth Management, LLC.5,313$447K0.49%013F-HRTimeline
SOL Capital Management CO4,750$438K0.05%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,728$436K0.01%013F-HRTimeline
BIP Wealth, LLC4,692$433K0.03%-5413F-HRTimeline
SYM FINANCIAL Corp4,690$433K0.05%013F-HRTimeline
Investment Advisory Group, LLC4,688$433K0.14%+59513F-HRTimeline
Parallel Advisors, LLC4,670$431K0.01%-1,48713F-HRTimeline
Burk Holdings LLC4,621$426K0.32%013F-HRTimeline
Melone Private Wealth, LLC4,599$424K0.22%-10113F-HRTimeline
Safeguard Financial, LLC4,597$424K0.09%013F-HRTimeline
Americana Partners, LLC4,595$424K0.02%-272,73213F-HRTimeline
Cutler Capital Management, LLC4,567$421K0.15%013F-HRTimeline
Claro Advisors Inc.4,560$421K0.06%-4,93113F-HRTimeline
CIM, LLC4,505$416K0.06%-13013F-HRTimeline
Choate Investment Advisors4,500$415K0.01%-18513F-HRTimeline
Ellis Investment Partners, LLC4,453$411K0.08%-15513F-HRTimeline
Live Oak Investment Partners4,440$410K0.32%new13F-HRTimeline
NORDEN GROUP LLC4,422$408K0.05%013F-HRTimeline
TRUE Private Wealth Advisors4,369$403K0.05%-7313F-HRTimeline
CW Advisors, LLC4,348$402K<0.01%+94013F-HRTimeline
Premier Path Wealth Partners, LLC4,341$401K0.06%013F-HRTimeline
SFG Wealth Management, LLC.4,339$400K0.2%+213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,300$397K0.01%013F-HRTimeline
SWEENEY & MICHEL, LLC4,868$397K0.17%13F-HRTimeline
Bellecapital International Ltd.4,291$396K0.08%013F-HRTimeline
Christensen, King & Associates Investme…4,237$393K0.19%-613F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,244$391K0.18%-37213F-HRTimeline
Garrett Wealth Advisory Group, LLC4,236$391K0.09%-1,11013F-HRTimeline
WEALTHSPAN PARTNERS, LLC4,232$391K0.18%-23013F-HRTimeline
TFR Capital, LLC.4,217$389K0.16%013F-HRTimeline
AE Wealth Management LLC4,114$380K<0.01%-15213F-HRTimeline
Csenge Advisory Group4,417$379K0.02%-413F-HRTimeline
Capital Planning LLC4,073$376K0.11%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,065$375K0.01%013F-HRTimelineGroup
Bryn Mawr Trust Advisors, LLC3,965$366K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,491$366K<0.01%-10613F-HRTimelineGroup
Fielder Capital Group LLC3,949$364K0.11%013F-HRTimeline
Wealthstream Advisors, Inc.3,938$363K0.07%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,919$362K0.04%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP3,900$360K<0.01%new13F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,887$359K0.03%013F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC3,857$356K<0.01%new13F-HRTimelineGroup
McGowan Group Asset Management, Inc.3,837$354K0.05%+1513F-HRTimeline
Bedel Financial Consulting, Inc.3,976$353K0.05%013F-HRTimeline
Arkadios Wealth Advisors3,827$353K0.01%new13F-HRTimeline
Bank of Marin3,820$353K0.45%-30013F-HRTimeline
Clifford Group, LLC3,819$352K0.33%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC3,813$352K0.1%-7813F-HRTimeline
Peak Retirement Planning, Inc.3,808$351K0.19%+37813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,804$351K0.02%-3,34513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,798$350K<0.01%+23413F-HRTimelineGroup
SCOTIA CAPITAL INC.3,784$349K<0.01%013F-HRTimeline
United Advisor Group, LLC3,775$348K0.07%+11313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,769$348K0.02%-42713F-HR/ATimelineGroup
Pathway Financial Advisors LLC3,758$347K0.06%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…3,727$344K0.02%13F-HRTimeline
LRI Investments, LLC3,703$342K0.03%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,698$341K0.01%+84513F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors3,689$340K0.05%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,659$338K<0.01%+60413F-HRTimelineGroup
FF Advisors,LLC3,772$337K0.19%new13F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC3,644$336K0.31%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,623$334K0.02%-4013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,610$333K0.01%+75213F-HR/ATimeline
Dorsey & Whitney Trust CO LLC3,595$332K0.02%new13F-HRTimeline
Koshinski Asset Management, Inc.3,595$332K0.03%013F-HRTimeline
Berry Wealth Group, LP3,582$331K0.26%+1,06213F-HRTimeline
Front Row Advisors LLC3,560$329K0.13%013F-HRTimeline
Diversified Enterprises, LLC3,557$328K0.03%+813F-HRTimeline
Nikulski Financial, Inc.3,557$328K0.1%-42513F-HRTimeline
COZAD ASSET MANAGEMENT INC3,555$328K0.03%013F-HRTimeline
Joel Isaacson & Co., LLC3,554$328K0.01%013F-HRTimeline
NewEdge Wealth, LLC3,553$328K0.01%-39213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,523$325K0.01%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,468$320K0.04%+513F-HRTimeline
Alliance Wealth Advisors, LLC3,461$319K0.19%+10413F-HRTimeline
McIlrath & Eck, LLC3,392$313K0.04%+1,65113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,373$311K0.02%-21013F-HRTimeline
RFG Advisory, LLC3,359$310K0.01%+6513F-HRTimeline
Carnegie Investment Counsel3,711$307K0.01%013F-HRTimeline
IFP Advisors, Inc3,326$307K0.01%+17213F-HRTimeline
Austin Private Wealth, LLC3,292$304K0.03%013F-HRTimeline
CX Institutional3,283$303K0.01%+5313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,231$298K0.03%-2513F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,255$298K0.05%-4113F-HRTimeline
Francis Financial, Inc.3,222$297K0.07%-13613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,189$294K0.03%-18513F-HRTimeline
CPA Asset Management Group, LLC3,180$293K0.13%-33113F-HRTimeline
PATTEN & PATTEN INC/TN3,170$293K0.02%013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC3,150$291K0.15%-55013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,124$288K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC3,117$288K0.01%+113F-HRTimeline
Empower Advisory Group, LLC3,113$287K<0.01%new13F-HRTimeline
SC&H Financial Advisors, Inc.3,111$287K0.06%+913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,111$287K<0.01%-413F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.3,087$285K0.04%013F-HRTimeline
Valeo Financial Advisors, LLC3,065$283K0.01%+2413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,062$283K0.02%new13F-HRTimeline
Asset Dedication, LLC3,029$280K0.02%013F-HRTimeline
Roxbury Financial LLC2,921$279K0.27%-4113F-HRTimeline
Qube Research & Technologies Ltd3,003$277K<0.01%+12813F-HRTimeline
Fourth Dimension Wealth, LLC2,994$276K0.13%-5413F-HRTimeline
Watchman Group, Inc.2,975$275K0.08%-4,90613F-HRTimeline
Colonial River Investments, LLC2,973$274K0.15%+18713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,973$274K0.01%+18713F-HRTimeline
BRIGHTON JONES LLC2,967$274K0.01%+34613F-HRTimeline
WEALTH ALLIANCE, LLC2,962$273K0.03%+7213F-HRTimeline
Compass Ion Advisors, LLC2,960$273K0.03%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,956$273K0.06%013F-HRTimeline
BANK OZK2,909$268K0.11%+5113F-HRTimeline
Mullaney, Keating & Wright, Inc.2,895$267K0.18%+813F-HRTimeline
Atala Financial Inc2,894$267K0.19%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,868$265K0.01%+47813F-HRTimelineGroup
Delta Investment Management, LLC2,851$263K0.05%+18813F-HRTimeline
Signature Resources Capital Management,…2,841$262K0.23%013F-HRTimeline
Heritage Family Offices, LLP2,832$261K0.13%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC2,801$259K0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…2,800$258K0.05%013F-HRTimeline
Octavia Wealth Advisors, LLC2,779$256K0.03%-4013F-HRTimeline
CALTON & ASSOCIATES, INC.2,766$255K0.06%new13F-HR/ATimeline
Trilogy Capital Inc.2,728$252K0.01%+113F-HRTimeline
Mason Investment Advisory Services, Inc.2,717$251K0.02%013F-HRTimeline
Peak Planning Group, LLC2,704$250K0.1%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,694$249K<0.01%+26613F-HRTimelineGroup
Greenhouse Wealth Management, LLC2,687$248K0.19%013F-HRTimeline
Aspen Wealth Management LLC2,681$247K0.07%+1013F-HRTimeline
HEADINVEST, LLC2,673$247K0.05%013F-HRTimeline
Signal Advisors Wealth, LLC2,672$247K0.02%new13F-HRTimeline
PINNACLE ASSOCIATES LTD2,655$245K<0.01%-3013F-HRTimeline
Round Rock Advisors LLC2,651$245K0.05%+9313F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,626$242K0.14%+213F-HRTimeline
Lauterbach Financial Advisors, LLC2,619$242K0.15%-3213F-HRTimeline
Key Financial Inc2,615$241K0.05%+67013F-HRTimeline
New Century Financial Group, LLC2,609$241K0.28%-58113F-HRTimeline
Klingman & Associates, LLC2,607$241K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,600$240K0.11%013F-HRTimeline
Weaver Consulting Group2,595$239K0.07%013F-HRTimeline
Plancorp, LLC2,577$238K0.01%-113F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…2,575$238K0.04%013F-HRTimeline
Alteri Wealth LLC2,574$238K0.1%-98913F-HRTimeline
May Hill Capital, LLC2,537$234K0.09%013F-HRTimeline
Sovran Advisors, LLC2,721$233K0.03%-73313F-HRTimeline
Evanson Asset Management, LLC2,501$231K0.02%+1013F-HRTimeline
LongView Wealth Management2,472$228K0.07%+7813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,323$228K<0.01%013F-HR/ATimelineGroup
Manhattan West Asset Management, LLC2,459$227K0.06%+913F-HRTimeline
Redwood Financial Network Corp2,444$226K0.17%new13F-HRTimeline
Watts Gwilliam & Co., LLC2,412$223K0.05%013F-HRTimeline
Hopwood Financial Services, Inc.2,410$222K0.17%013F-HRTimeline
Hubbell Strickland Wealth Management, L…2,402$222K0.1%+913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,368$219K0.01%-16213F-HRTimelineGroup
Aptus Capital Advisors, LLC2,367$218K<0.01%+68613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,360$218K<0.01%-60013F-HRTimeline
Verum Partners LLC2,350$217K0.06%-60513F-HRTimeline
Prasad Wealth Partners, LLC2,349$217K0.07%new13F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…2,345$216K0.07%013F-HRTimeline
Oak Asset Management, LLC2,342$216K0.08%+3713F-HRTimeline
Kovack Advisors, Inc.2,337$216K0.02%-12713F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC2,314$214K0.05%-60513F-HRTimeline
Operose Advisors LLC2,292$212K0.07%013F-HRTimeline
Fingerlakes Wealth Management, Inc.2,280$210K0.18%-913F-HRTimeline
Accel Wealth Management2,253$208K0.08%013F-HRTimeline
Pinnacle Family Advisors, LLC2,250$208K0.11%-3313F-HRTimeline
CGN Advisors LLC2,250$208K0.02%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,218$205K0.02%-13913F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC2,210$204K0.03%-1,62413F-HRTimeline
KWB Wealth2,179$202K0.02%new13F-HRTimeline
MB Generational Wealth, LLC2,181$201K0.15%013F-HRTimeline
McAdam, LLC2,168$200K0.01%-14713F-HRTimeline
Transce3nd, LLC2,157$199K0.09%-15713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,151$199K0.02%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB2,145$198K<0.01%+6413F-HRTimeline
MCF Advisors LLC2,008$185K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,759$162K0.08%013F-HRTimeline
NorthRock Partners, LLC1,756$162K0.01%+29913F-HRTimeline
Financial Perspectives, Inc1,750$162K0.06%+713F-HRTimeline
WealthShield Partners, LLC1,750$162K0.02%013F-HRTimeline
Keystone Financial Group, Inc.1,719$153K0.11%+713F-HRTimeline
Continuum Advisory, LLC1,556$144K0.02%013F-HRTimeline
Avion Wealth1,499$138K0.04%013F-HRTimeline
Larson Financial Group LLC1,494$138K0.01%+3913F-HRTimeline
Clearstead Advisors, LLC1,490$138K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,474$136K<0.01%+30313F-HRTimelineGroup
Valued Wealth Advisors LLC1,403$129K0.08%+1,06613F-HRTimeline
HARBOUR INVESTMENTS, INC.1,388$128K<0.01%+17413F-HRTimeline
CoreCap Advisors, LLC1,384$128K0.01%+24913F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,332$123K0.03%013F-HRTimelineGroup
TD Capital Management LLC1,325$122K0.01%new13F-HRTimeline
IAG Wealth Partners, LLC1,323$122K0.02%013F-HRTimeline
CBIZ Investment Advisory Services, LLC1,229$113K0.01%013F-HR/ATimeline
Bank Julius Baer & Co. Ltd, Zurich1,226$113K<0.01%-177,39413F-HR/ATimeline
GeoWealth Management, LLC1,203$111K<0.01%+45113F-HRTimeline
Anchor Investment Management, LLC1,189$110K0.01%013F-HRTimeline
Pacifica Partners Inc.1,222$108K0.05%013F-HRTimeline