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Disclosery

IUSV ISHARES TR

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SHS (fund)

722 managers (731 13F filers) reported a position in IUSV shares at 2025-06-30, 176,639,584 shares in all. 45 filers opened a position and 52 filers sold out during the quarter.

Managers
722
13F filers
731
New
45
Added
259
Reduced
244
Sold out
52
Shares held by filers
176,639,584

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
SWEENEY & MICHEL, LLC4,891$470K0.17%+2313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,942$468K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC4,932$467K<0.01%+81813F-HRTimeline
Simplicity Wealth,LLC4,926$466K0.02%new13F-HRTimeline
WESBANCO BANK INC4,902$464K0.01%013F-HRTimeline
GWN SECURITIES INC.4,882$463K0.09%-5813F-HRTimeline
FourThought Financial Partners, LLC4,885$462K0.05%-9613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,883$462K0.04%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,863$460K<0.01%+1,20413F-HRTimelineGroup
PRESILIUM PRIVATE WEALTH, LLC4,796$454K0.09%-19,25113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,770$451K0.01%+47013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,728$447K0.01%013F-HRTimeline
SYM FINANCIAL Corp4,690$444K0.05%013F-HRTimeline
Investment Advisory Group, LLC4,688$444K0.13%013F-HRTimeline
Parallel Advisors, LLC4,640$439K0.01%-3013F-HRTimeline
Burk Holdings LLC4,621$437K0.27%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,611$436K0.02%-48213F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.4,594$435K0.22%-41013F-HRTimeline
Americana Partners, LLC4,568$432K0.01%-2713F-HRTimeline
Cutler Capital Management, LLC4,567$432K0.15%013F-HRTimeline
Meridian Wealth Management, LLC4,546$430K0.02%-1,38213F-HRTimeline
Choate Investment Advisors4,500$426K0.01%013F-HRTimeline
CIM, LLC4,493$425K0.06%-1213F-HRTimeline
NORDEN GROUP LLC4,422$418K0.05%013F-HRTimeline
McIlrath & Eck, LLC4,412$418K0.05%+1,02013F-HRTimeline
Ellis Investment Partners, LLC4,381$415K0.08%-7213F-HRTimeline
TRUE Private Wealth Advisors4,366$413K0.05%-313F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC4,357$412K0.11%+54413F-HRTimeline
Melone Private Wealth, LLC4,367$411K0.21%-23213F-HRTimeline
Premier Path Wealth Partners, LLC4,341$411K0.06%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,330$410K<0.01%-16113F-HRTimelineGroup
SFG Wealth Management, LLC.4,318$409K0.25%-2113F-HRTimeline
Bellecapital International Ltd.4,291$406K0.07%013F-HRTimeline
Stone House Investment Management, LLC4,247$402K0.07%-2,60513F-HRTimeline
Christensen, King & Associates Investme…4,241$401K0.18%+413F-HRTimeline
TFR Capital, LLC.4,217$399K0.14%013F-HR/ATimeline
Watts Gwilliam & Co., LLC4,016$397K0.07%+1,60413F-HRTimeline
BIP Wealth, LLC4,187$396K0.02%-50513F-HRTimeline
Berry Wealth Group, LP4,108$389K0.27%+52613F-HRTimeline
Claro Advisors Inc.4,105$388K0.06%-45513F-HRTimeline
PATTEN & PATTEN INC/TN4,070$385K0.02%+90013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,065$385K0.01%013F-HRTimelineGroup
Csenge Advisory Group4,176$383K0.02%-24113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,008$379K<0.01%+21013F-HR/ATimelineGroup
GREENLEAF TRUST4,003$379K<0.01%new13F-HRTimeline
Bedel Financial Consulting, Inc.3,976$376K0.05%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT3,975$376K0.01%new13F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,962$375K0.02%-313F-HRTimeline
Wealthstream Advisors, Inc.3,938$373K0.06%013F-HRTimeline
Global Assets Advisory, LLC3,888$372K0.15%new13F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,919$371K0.04%013F-HRTimeline
Arkadios Wealth Advisors3,903$369K0.01%+7613F-HRTimeline
Fielder Capital Group LLC3,896$369K0.1%-5313F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,887$368K0.03%013F-HRTimelineGroup
McGowan Group Asset Management, Inc.3,855$365K0.05%+1813F-HRTimeline
Peak Retirement Planning, Inc.3,826$362K0.15%+1813F-HRTimeline
Bank of Marin3,820$361K0.27%013F-HRTimeline
Clifford Group, LLC3,819$361K0.3%013F-HRTimeline
United Advisor Group, LLC3,798$359K0.06%+2313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,797$359K0.02%+2813F-HRTimelineGroup
WEALTH ALLIANCE, LLC3,793$359K0.04%+83113F-HRTimeline
SCOTIA CAPITAL INC.3,784$358K<0.01%013F-HRTimeline
FF Advisors,LLC3,772$357K0.19%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC3,732$353K0.15%-50013F-HRTimeline
Lauterbach Financial Advisors, LLC3,729$353K0.19%+1,11013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…3,727$353K0.02%013F-HRTimeline
LRI Investments, LLC3,703$350K0.03%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,689$349K0.05%013F-HRTimelineGroup
RFG Advisory, LLC3,651$346K0.01%+29213F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC3,644$345K0.32%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,627$343K0.13%-61713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,623$343K0.02%013F-HRTimeline
American Trust3,598$341K0.03%new13F-HRTimeline
Front Row Advisors LLC3,560$337K0.12%013F-HRTimeline
COZAD ASSET MANAGEMENT INC3,555$336K0.03%013F-HR/ATimeline
Joel Isaacson & Co., LLC3,554$336K0.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,523$333K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,505$332K<0.01%-1,90013F-HRTimelineGroup
BRIGHTON JONES LLC3,507$332K0.01%+54013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,474$329K0.04%+613F-HRTimeline
Alliance Wealth Advisors, LLC3,465$328K0.18%+413F-HRTimeline
Valued Wealth Advisors LLC3,458$327K0.17%+2,05513F-HRTimeline
Garrett Wealth Advisory Group, LLC3,425$324K0.07%-81113F-HRTimeline
CX Institutional3,380$320K0.01%+9713F-HR/ATimeline
PARSONS CAPITAL MANAGEMENT INC/RI3,373$319K0.02%013F-HRTimeline
Diversified Enterprises, LLC3,373$319K0.02%-18413F-HRTimeline
Carnegie Investment Counsel3,368$319K0.01%-34313F-HRTimeline
Valeo Financial Advisors, LLC3,338$316K0.01%+27313F-HR/ATimeline
Austin Private Wealth, LLC3,292$312K0.02%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,260$308K0.04%+513F-HRTimeline
Koshinski Asset Management, Inc.3,260$308K0.02%-33513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,231$306K0.03%013F-HRTimeline
Heritage Wealth Management, Inc./Texas3,226$305K0.15%new13F-HRTimeline
CPA Asset Management Group, LLC3,180$301K0.13%013F-HRTimeline
Nikulski Financial, Inc.3,157$299K0.08%-40013F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC3,150$298K0.16%013F-HRTimeline
HB Wealth Management, LLC3,132$296K<0.01%-2,69013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,124$296K<0.01%013F-HR/ATimelineGroup
WEDBUSH SECURITIES INC3,119$295K0.01%+213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,087$292K0.04%013F-HRTimeline
SC&H Financial Advisors, Inc.3,073$291K0.05%-3813F-HRTimeline
Sound Income Strategies, LLC3,062$290K0.02%+2,63413F-HRTimeline
New Century Financial Group, LLC3,037$287K0.34%+42813F-HRTimeline
Asset Dedication, LLC3,029$287K0.02%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,014$285K0.01%+14613F-HRTimelineGroup
Roxbury Financial LLC3,005$284K0.28%+8413F-HRTimeline
LongView Wealth Management3,004$284K0.09%+53213F-HRTimeline
Compass Ion Advisors, LLC2,960$280K0.03%013F-HRTimeline
BANK OZK2,909$275K0.11%013F-HRTimeline
Mullaney, Keating & Wright, Inc.2,904$275K0.18%+913F-HRTimeline
Atala Financial Inc2,894$274K0.19%013F-HRTimeline
Sovran Advisors, LLC2,804$268K0.03%+8313F-HRTimeline
Colonial River Investments, LLC2,781$268K0.12%-19213F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…2,814$266K0.05%+1413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,803$265K0.02%-47,04913F-HRTimelineGroup
PINNACLE ASSOCIATES LTD2,801$265K<0.01%+14613F-HRTimeline
CALTON & ASSOCIATES, INC.2,766$262K0.05%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,759$261K0.01%-85113F-HRTimeline
Octavia Wealth Advisors, LLC2,751$260K0.03%-2813F-HRTimeline
Francis Financial, Inc.2,741$259K0.06%-48113F-HRTimeline
Heritage Family Offices, LLP2,832$259K0.13%013F-HRTimeline
Trilogy Capital Inc.2,732$259K0.01%+413F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC2,710$256K0.01%-98813F-HRTimelineGroup
Peak Planning Group, LLC2,704$256K0.16%013F-HRTimeline
Greenhouse Wealth Management, LLC2,687$254K0.16%013F-HRTimeline
HEADINVEST, LLC2,673$253K0.05%013F-HRTimeline
Pinnacle Family Advisors, LLC2,682$253K0.12%+43213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC2,669$253K0.03%+45113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,651$251K<0.01%-4313F-HRTimelineGroup
ELEVATUS WELATH MANAGEMENT2,628$249K0.08%+213F-HRTimeline
IFP Advisors, Inc2,626$249K0.01%-70013F-HRTimeline
Mason Investment Advisory Services, Inc.2,618$248K0.01%-9913F-HRTimeline
Aspen Wealth Management LLC2,614$247K0.06%-6713F-HRTimeline
Klingman & Associates, LLC2,607$247K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,600$246K0.11%013F-HRTimeline
Weaver Consulting Group2,595$246K0.07%013F-HRTimeline
Watchman Group, Inc.2,594$245K0.06%-38113F-HRTimeline
U.S. Capital Wealth Advisors, LLC2,592$245K0.01%-20913F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…2,575$244K0.04%013F-HRTimeline
Alteri Wealth LLC2,575$244K0.09%+113F-HRTimeline
TWO SIGMA SECURITIES, LLC2,550$241K0.03%-7,12013F-HRTimeline
Signal Advisors Wealth, LLC2,526$239K0.02%-14613F-HRTimeline
Evanson Asset Management, LLC2,513$238K0.01%+1213F-HRTimeline
Key Financial Inc2,496$236K0.05%-11913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,494$236K<0.01%new13F-HRTimeline
Savvy Advisors, Inc.2,494$236K0.02%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO2,493$236K0.06%13F-HRTimeline
Hubbell Strickland Wealth Management, L…2,489$235K0.1%+8713F-HRTimeline
North Star Investment Management Corp.2,485$235K0.02%+1,77413F-HRTimeline
Redwood Financial Network Corp2,441$231K0.16%-313F-HRTimeline
Oak Asset Management, LLC2,423$229K0.08%+8113F-HRTimeline
Manhattan West Asset Management, LLC2,417$229K0.05%-4213F-HRTimeline
Hopwood Financial Services, Inc.2,410$228K0.18%013F-HRTimeline
Prasad Wealth Partners, LLC2,384$226K0.07%+3513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,371$225K0.01%+313F-HRTimelineGroup
Falcon Wealth Planning2,364$224K0.02%new13F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…2,345$222K0.06%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,300$218K<0.01%-81113F-HRTimelineGroup
Operose Advisors LLC2,292$217K0.06%013F-HRTimeline
Fingerlakes Wealth Management, Inc.2,290$217K0.16%+1013F-HRTimeline
Signature Resources Capital Management,…2,273$215K0.13%-56813F-HRTimeline
Accel Wealth Management2,253$213K0.07%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,251$213K0.01%new13F-HRTimelineGroup
DAVENPORT & Co LLC2,228$211K<0.01%new13F-HRTimeline
Ullmann Wealth Partners Group, LLC2,216$210K0.02%+613F-HRTimeline
Summit Trail Advisors, LLC2,207$209K<0.01%new13F-HRTimeline
New England Private Wealth Advisors LLC2,164$208K0.03%new13F-HRTimeline
Transce3nd, LLC2,157$204K0.09%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,151$204K0.01%013F-HRTimelineGroup
McAdam, LLC2,149$203K0.01%-1913F-HRTimeline
Wilmington Savings Fund Society, FSB2,145$203K<0.01%013F-HRTimeline
Verum Partners LLC2,134$202K0.05%-21613F-HRTimeline
Onyx Bridge Wealth Group LLC2,131$202K0.03%new13F-HRTimeline
Fourth Dimension Wealth, LLC2,129$201K0.09%-86513F-HRTimeline
KWB Wealth2,178$201K0.02%-113F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC2,105$199K0.03%new13F-HRTimeline
MCF Advisors LLC2,008$190K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,759$166K0.07%013F-HRTimeline
WealthShield Partners, LLC1,750$166K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC1,745$165K<0.01%-62213F-HRTimeline
Keystone Financial Group, Inc.1,727$165K0.11%+813F-HRTimeline
Financial Perspectives, Inc1,743$165K0.05%-713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,715$162K<0.01%-18,42913F-HRTimelineGroup
Qube Research & Technologies Ltd1,687$160K<0.01%-1,31613F-HRTimeline
Avion Wealth1,499$141K0.03%013F-HR/ATimeline
Clearstead Advisors, LLC1,490$141K<0.01%013F-HRTimeline
Larson Financial Group LLC1,467$139K0.01%-2713F-HRTimeline
CoreCap Advisors, LLC1,354$128K0.01%-3013F-HRTimeline
TD Capital Management LLC1,325$125K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.1,295$123K0.06%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,274$121K<0.01%-11413F-HRTimeline
CBIZ Investment Advisory Services, LLC1,229$116K0.01%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,226$116K<0.01%013F-HR/ATimeline
Anchor Investment Management, LLC1,189$113K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,158$112K0.04%new13F-HRTimeline
IAG Wealth Partners, LLC1,173$111K0.01%-15013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,171$111K<0.01%-30313F-HRTimelineGroup
IMG Wealth Management, Inc.1,138$108K0.08%013F-HRTimeline
Rosenberg Matthew Hamilton1,136$108K0.03%new13F-HRTimeline
Pacifica Partners Inc.1,137$107K0.04%-8513F-HRTimeline