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Disclosery

IUSV ISHARES TR

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SHS (fund)

739 managers (749 13F filers) reported a position in IUSV shares at 2025-09-30, 184,577,206 shares in all. 60 filers opened a position and 36 filers sold out during the quarter.

Managers
739
13F filers
749
New
60
Added
275
Reduced
228
Sold out
36
Shares held by filers
184,577,206

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,883$488K0.04%013F-HRTimelineGroup
SWEENEY & MICHEL, LLC4,914$482K0.16%+2313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,761$479K0.01%-913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,771$477K0.07%-1,49813F-HRTimeline
American Trust4,767$476K0.04%+1,16913F-HRTimeline
Parallel Advisors, LLC4,760$476K0.01%+12013F-HRTimeline
Meridian Wealth Management, LLC4,757$475K0.02%+21113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,728$473K0.01%013F-HRTimeline
SYM FINANCIAL Corp4,690$469K0.05%013F-HRTimeline
Investment Advisory Group, LLC4,688$469K0.13%013F-HRTimeline
SeaCrest Wealth Management, LLC4,633$468K0.05%-2,00013F-HRTimeline
Peak Retirement Planning, Inc.4,672$467K0.13%+84613F-HRTimeline
Burk Holdings LLC4,621$462K0.25%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,611$461K0.02%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.4,594$459K0.22%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,576$457K<0.01%-5,79613F-HRTimelineGroup
Americana Partners, LLC4,568$457K0.01%013F-HRTimeline
Cutler Capital Management, LLC4,550$455K0.15%-1713F-HRTimeline
CIM, LLC4,517$451K0.06%+2413F-HRTimeline
Choate Investment Advisors4,500$450K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…4,500$450K0.12%new13F-HRTimeline
NORDEN GROUP LLC4,422$442K0.04%013F-HRTimeline
TRUE Private Wealth Advisors4,371$437K0.04%+513F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC4,348$435K0.09%-913F-HRTimeline
Premier Path Wealth Partners, LLC4,341$434K0.06%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,295$429K0.03%-74113F-HRTimeline
Bellecapital International Ltd.4,291$429K0.07%013F-HRTimeline
FourThought Financial Partners, LLC4,274$427K0.04%-61113F-HRTimeline
AE Wealth Management LLC4,267$426K<0.01%-66513F-HRTimeline
Stone House Investment Management, LLC4,248$425K0.07%+113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,228$423K<0.01%-10213F-HRTimelineGroup
Diversified Enterprises, LLC4,226$422K0.03%+85313F-HRTimeline
TFR Capital, LLC.4,217$421K0.14%013F-HRTimeline
Colonial River Investments, LLC4,202$420K0.15%+1,42113F-HRTimeline
Ellis Investment Partners, LLC4,193$419K0.08%-18813F-HRTimeline
SFG Wealth Management, LLC.4,138$414K0.18%-18013F-HRTimeline
Claro Advisors Inc.4,114$411K0.06%+913F-HRTimeline
WESBANCO BANK INC4,112$411K0.01%-79013F-HRTimeline
BIP Wealth, LLC4,108$411K0.02%-7913F-HRTimeline
Arkadios Wealth Advisors4,084$408K0.01%+18113F-HRTimeline
PATTEN & PATTEN INC/TN4,070$407K0.02%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,065$406K0.01%013F-HRTimelineGroup
Csenge Advisory Group4,036$403K0.02%-14013F-HRTimeline
Watts Gwilliam & Co., LLC4,016$401K0.06%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,008$401K<0.01%013F-HRTimelineGroup
Bedel Financial Consulting, Inc.3,976$397K0.05%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,949$395K<0.01%+1,29813F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.3,919$392K0.03%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,911$391K0.02%+11413F-HRTimelineGroup
Fielder Capital Group LLC3,896$389K0.09%013F-HRTimeline
Global Assets Advisory, LLC3,888$389K0.12%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,887$389K0.03%013F-HRTimelineGroup
McGowan Group Asset Management, Inc.3,872$387K0.05%+1713F-HRTimeline
United Advisor Group, LLC3,831$383K0.05%+3313F-HRTimeline
Bank of Marin3,820$382K0.27%013F-HRTimeline
Clifford Group, LLC3,819$382K0.3%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,814$381K0.01%+2,09913F-HRTimelineGroup
Melone Private Wealth, LLC3,805$380K0.17%-56213F-HRTimeline
Collier Financial3,796$379K0.29%13F-HRTimeline
WEALTH ALLIANCE, LLC3,794$379K0.04%+113F-HRTimeline
SCOTIA CAPITAL INC.3,784$378K<0.01%013F-HRTimeline
FF Advisors,LLC3,772$377K0.18%013F-HRTimeline
Lauterbach Financial Advisors, LLC3,716$371K0.19%-1313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC3,712$371K0.04%+1,04313F-HRTimelineGroup
LRI Investments, LLC3,703$370K0.03%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,689$369K0.05%013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,686$368K0.01%+97613F-HRTimelineGroup
First National Bank of Hutchinson3,682$368K0.19%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,646$364K0.12%+1913F-HRTimeline
Christensen, King & Associates Investme…3,584$358K0.15%-65713F-HRTimeline
B. Riley Wealth Advisors, Inc.3,576$357K0.02%-2,61813F-HRTimeline
Front Row Advisors LLC3,560$356K0.12%013F-HRTimeline
COZAD ASSET MANAGEMENT INC3,555$355K0.03%013F-HRTimeline
Joel Isaacson & Co., LLC3,554$355K0.01%013F-HRTimeline
Riverwater Partners LLC3,549$355K0.15%new13F-HRTimeline
WEALTHSPAN PARTNERS, LLC3,540$354K0.14%-19213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,523$352K0.01%-10013F-HRTimeline
TABLEAUX LLC3,510$351K0.14%new13F-HRTimeline
RFG Advisory, LLC3,487$349K0.01%-16413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,480$348K0.04%+613F-HRTimeline
Alliance Wealth Advisors, LLC3,468$347K0.17%+313F-HRTimeline
Garrett Wealth Advisory Group, LLC3,435$343K0.07%+1013F-HRTimeline
Intrua Financial, LLC3,397$340K0.04%new13F-HRTimeline
Carnegie Investment Counsel3,368$337K0.01%013F-HRTimeline
New Century Financial Group, LLC3,360$336K0.6%+32313F-HRTimeline
McAdam, LLC3,357$336K0.02%+1,20813F-HRTimeline
Legacy Financial Group LLC3,329$333K0.04%-141,26513F-HRTimeline
Aerodigm Wealth, LLC3,320$333K0.14%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,315$331K0.04%+5513F-HRTimeline
MGO ONE SEVEN LLC3,280$328K0.01%-17,97113F-HRTimeline
Koshinski Asset Management, Inc.3,260$326K0.02%013F-HRTimeline
CX Institutional3,231$323K0.01%-14913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,231$323K0.03%013F-HRTimeline
Valued Wealth Advisors LLC3,230$323K0.15%-22813F-HRTimeline
Heritage Wealth Management, Inc./Texas3,214$321K0.14%-1213F-HRTimeline
IFP Advisors, Inc3,201$320K0.01%+57513F-HR/ATimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…3,187$319K0.02%-54013F-HRTimeline
CPA Asset Management Group, LLC3,180$318K0.12%013F-HRTimeline
Wealthstream Advisors, Inc.3,173$317K0.05%-76513F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC3,150$315K0.14%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,124$312K<0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC3,121$312K0.01%+213F-HRTimeline
BRIGHTON JONES LLC3,088$309K0.01%-41913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,087$309K0.04%013F-HRTimeline
SC&H Financial Advisors, Inc.3,083$308K0.05%+1013F-HRTimeline
Asset Dedication, LLC3,029$303K0.02%013F-HRTimeline
LongView Wealth Management3,004$300K0.08%013F-HRTimeline
Compass Ion Advisors, LLC2,960$296K0.03%013F-HRTimeline
Summit Trail Advisors, LLC2,923$292K<0.01%+71613F-HRTimeline
Mullaney, Keating & Wright, Inc.2,914$291K0.16%+1013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,909$291K0.02%-46413F-HRTimeline
BANK OZK2,909$291K0.1%013F-HRTimeline
Atala Financial Inc2,894$289K0.18%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,893$289K<0.01%-7,02113F-HRTimelineGroup
Roxbury Financial LLC2,888$289K0.27%-11713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,860$286K0.01%-66313F-HRTimeline
Octavia Wealth Advisors, LLC2,855$285K0.03%+10413F-HRTimeline
Heritage Family Offices, LLP2,832$283K0.13%013F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,817$282K0.08%+18913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,803$280K0.01%013F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…2,800$280K0.05%-1413F-HRTimeline
John W. Brooker & Co., CPAs2,756$275K0.56%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,744$274K0.01%-1513F-HRTimeline
Weaver Consulting Group2,720$272K0.07%+12513F-HRTimeline
Aspen Wealth Management LLC2,717$272K0.06%+10313F-HRTimeline
Joule Financial, LLC2,697$270K0.08%new13F-HRTimeline
Sovran Advisors, LLC2,675$269K0.02%-12913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,681$268K<0.01%-7,54013F-HRTimelineGroup
HEADINVEST, LLC2,673$267K0.06%013F-HRTimeline
McIlrath & Eck, LLC2,669$267K0.03%-1,74313F-HRTimeline
PINNACLE ASSOCIATES LTD2,666$266K<0.01%-13513F-HRTimeline
Greenhouse Wealth Management, LLC2,661$266K0.16%-2613F-HRTimeline
Nikulski Financial, Inc.2,657$266K0.07%-50013F-HRTimeline
Unique Wealth Strategies, LLC2,624$262K0.1%new13F-HRTimeline
Mason Investment Advisory Services, Inc.2,619$262K0.01%+113F-HRTimeline
Klingman & Associates, LLC2,607$261K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,600$260K0.1%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…2,575$257K0.04%013F-HRTimeline
Redwood Financial Network Corp2,549$255K0.16%+10813F-HRTimeline
NorthRock Partners, LLC2,536$253K<0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,532$253K0.01%-48213F-HRTimelineGroup
Francis Financial, Inc.2,519$252K0.04%-22213F-HRTimeline
Oak Asset Management, LLC2,511$251K0.09%+8813F-HRTimeline
Hubbell Strickland Wealth Management, L…2,500$250K0.1%+1113F-HRTimeline
North Star Investment Management Corp.2,486$249K0.02%+113F-HRTimeline
KWB Wealth2,608$247K0.03%+43013F-HRTimeline
Fingerlakes Wealth Management, Inc.2,463$246K0.16%+17313F-HRTimeline
Hopwood Financial Services, Inc.2,410$241K0.16%013F-HRTimeline
Prasad Wealth Partners, LLC2,393$239K0.07%+913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,387$239K<0.01%+8713F-HRTimelineGroup
Fisher Asset Management, LLC2,380$238K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,373$237K0.01%+213F-HRTimelineGroup
Falcon Wealth Planning2,364$236K0.02%013F-HRTimeline
Manhattan West Asset Management, LLC2,363$236K0.05%-5413F-HRTimeline
Key Financial Inc2,342$235K0.04%-15413F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…2,345$234K0.06%013F-HRTimeline
Peak Planning Group, LLC2,297$230K0.12%-40713F-HRTimeline
Operose Advisors LLC2,292$229K0.06%013F-HRTimeline
Trilogy Capital Inc.2,277$228K0.01%-45513F-HRTimeline
DAVENPORT & Co LLC2,269$227K<0.01%+4113F-HRTimeline
Savvy Advisors, Inc.2,268$227K0.01%-22613F-HRTimeline
Accel Wealth Management2,253$225K0.07%013F-HRTimeline
Visionary Wealth Advisors2,222$222K0.01%new13F-HRTimeline
Ullmann Wealth Partners Group, LLC2,221$222K0.02%+513F-HRTimeline
Collaborative Wealth Managment Inc.2,214$221K0.09%new13F-HRTimeline
Signature Resources Capital Management,…2,210$221K0.12%-6313F-HRTimeline
Pinnacle Family Advisors, LLC2,181$218K0.1%-50113F-HRTimeline
New England Private Wealth Advisors LLC2,175$217K0.03%+1113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,151$215K0.01%013F-HRTimelineGroup
Watchman Group, Inc.2,138$214K0.05%-45613F-HRTimeline
Verum Partners LLC2,134$213K0.05%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,130$213K0.01%-12113F-HRTimelineGroup
Fourth Dimension Wealth, LLC2,111$211K0.08%-1813F-HRTimeline
Onyx Bridge Wealth Group LLC2,110$211K0.02%-2113F-HRTimeline
Gibson Capital, LLC2,106$210K0.04%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC2,105$210K0.03%013F-HRTimeline
Fiduciary Group, LLC2,100$210K0.02%new13F-HRTimeline
Alteri Wealth LLC2,075$207K0.07%-50013F-HRTimeline
Long Run Wealth Advisors, LLC2,073$207K0.04%new13F-HRTimeline
CoreCap Advisors, LLC2,070$207K0.01%+71613F-HRTimeline
Oxbow Advisors, LLC2,061$206K0.02%new13F-HRTimeline
Plum Street Advisors, LLC2,059$206K0.08%new13F-HRTimeline
Values Added Financial LLC2,031$203K0.09%new13F-HRTimeline
Proficio Capital Partners LLC2,022$202K0.01%new13F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,104$201K0.02%new13F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC2,013$201K0.01%new13F-HRTimelineGroup
MCF Advisors LLC2,008$201K0.01%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC2,006$201K0.08%new13F-HRTimeline
FIRST FINANCIAL CORP /IN/1,759$176K0.07%013F-HRTimeline
Financial Perspectives, Inc1,752$175K0.05%+913F-HRTimeline
WealthShield Partners, LLC1,750$175K0.02%013F-HRTimeline
Keystone Financial Group, Inc.1,735$173K0.1%+813F-HRTimeline
Sound Income Strategies, LLC1,707$171K0.01%-1,35513F-HRTimeline
CURIO WEALTH, LLC1,674$167K0.07%new13F-HRTimeline
Aptus Capital Advisors, LLC1,659$166K<0.01%-8613F-HRTimeline
TRUST CO OF VERMONT1,531$153K0.01%+84213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,506$151K<0.01%-33,07113F-HRTimelineGroup
Avion Wealth1,499$149K0.03%013F-HRTimeline
Clearstead Advisors, LLC1,490$149K<0.01%013F-HRTimeline
Larson Financial Group LLC1,489$149K0.01%+2213F-HRTimeline