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Disclosery

IUSV ISHARES TR

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SHS (fund)

788 managers (800 13F filers) reported a position in IUSV shares at 2025-12-31, 193,873,441 shares in all. 65 filers opened a position and 44 filers sold out during the quarter.

Managers
788
13F filers
800
New
65
Added
280
Reduced
233
Sold out
44
Shares held by filers
193,873,441

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Beaumont Financial Advisors, LLC5,385$552K0.04%013F-HRTimeline
LaSalle St. Investment Advisors, LLC5,389$552K0.09%+11713F-HRTimeline
Prime Capital Investment Advisors, LLC5,357$549K0.01%+23013F-HRTimeline
FORTE ASSET MANAGEMENT LLC5,288$542K0.25%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,282$542K<0.01%+2213F-HRTimelineGroup
PRESILIUM PRIVATE WEALTH, LLC5,274$541K0.1%-14913F-HRTimeline
AWM CAPITAL, LLC5,263$540K0.05%+2613F-HRTimeline
Braeburn Wealth Management LLC5,256$539K0.28%13F-HRTimeline
Simplicity Wealth,LLC5,241$537K0.03%-89513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,236$537K<0.01%-1,10613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC5,331$535K<0.01%+75513F-HRTimelineGroup
Cyndeo Wealth Partners, LLC5,210$534K0.03%+813F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC5,206$534K0.05%+1,49413F-HRTimelineGroup
SWEENEY & MICHEL, LLC4,940$532K0.16%+2613F-HRTimeline
Boreal Capital Management LLC5,143$527K0.4%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.5,140$527K0.04%013F-HRTimelineGroup
GWN SECURITIES INC.5,135$527K0.11%-6713F-HRTimeline
Fortis Advisors, LLC5,051$518K0.29%+2713F-HRTimeline
BECKER CAPITAL MANAGEMENT INC5,013$514K0.01%-8013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,999$513K0.17%-19313F-HRTimelineGroup
Unique Wealth Strategies, LLC4,913$504K0.2%+2,28913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,883$501K0.04%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC4,761$499K0.01%013F-HRTimeline
SYM FINANCIAL Corp4,862$499K0.05%+17213F-HRTimeline
Parallel Advisors, LLC4,861$499K0.01%+10113F-HRTimeline
SeaCrest Wealth Management, LLC4,772$495K0.05%+13913F-HRTimeline
Stone House Investment Management, LLC4,803$493K0.08%+55513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,728$485K0.01%013F-HRTimeline
FourThought Financial Partners, LLC4,690$481K0.04%+41613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,689$481K0.02%+7813F-HRTimeline
Mascoma Wealth Management LLC4,642$476K0.1%-40013F-HRTimeline
Burk Holdings LLC4,621$474K0.23%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.4,594$471K0.23%013F-HRTimeline
CIM, LLC4,590$471K0.06%+7313F-HRTimeline
Total Clarity Wealth Management, Inc.4,589$471K0.11%new13F-HRTimeline
Clark Asset Management, LLC4,564$468K0.05%new13F-HRTimeline
Cutler Capital Management, LLC4,550$467K0.14%013F-HRTimeline
Choate Investment Advisors4,500$461K0.01%013F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC4,480$459K0.21%13F-HRTimeline
NORDEN GROUP LLC4,422$453K0.04%013F-HRTimeline
Invariant Investment Management4,298$452K0.29%13F-HRTimeline
Vise Technologies, Inc.4,401$451K0.01%new13F-HRTimeline
Investment Advisory Group, LLC4,388$450K0.12%-30013F-HRTimeline
Vigil Wealth Management, LLC4,382$449K0.37%13F-HRTimeline
TRUE Private Wealth Advisors4,377$449K0.04%+613F-HRTimeline
Americana Partners, LLC4,376$449K0.01%-19213F-HRTimeline
Premier Path Wealth Partners, LLC4,341$445K0.06%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,330$444K0.06%-44113F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC4,304$441K0.09%-4413F-HRTimeline
Bellecapital International Ltd.4,291$440K0.08%013F-HRTimeline
Fisher Asset Management, LLC4,261$437K<0.01%+1,88113F-HRTimeline
Indivisible Partners4,242$435K0.05%13F-HRTimeline
Good Harbor Advisors, Inc.4,241$435K0.51%13F-HRTimeline
TFR Capital, LLC.4,217$432K0.14%013F-HRTimeline
Ellis Investment Partners, LLC4,208$432K0.08%+1513F-HRTimeline
American Trust4,166$427K0.04%-60113F-HRTimeline
SFG Wealth Management, LLC.4,147$425K0.17%+913F-HRTimeline
COFG Advisors, LLC4,134$424K0.1%13F-HRTimeline
Claro Advisors Inc.4,132$424K0.06%+1813F-HRTimeline
Zhang Financial LLC4,121$423K0.02%new13F-HRTimeline
WESBANCO BANK INC4,112$422K0.01%013F-HRTimeline
BIP Wealth, LLC4,109$421K0.01%+113F-HRTimeline
PATTEN & PATTEN INC/TN4,070$417K0.02%013F-HRTimeline
Csenge Advisory Group4,051$415K0.02%+1513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…4,036$414K0.01%-2913F-HRTimelineGroup
Beck Bode, LLC4,008$411K0.07%-1,11913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,004$411K0.1%-3,64413F-HRTimeline
Bedel Financial Consulting, Inc.3,976$408K0.04%013F-HRTimeline
Financial Planning Hawaii, Inc.3,966$407K0.23%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,941$404K<0.01%-6713F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.3,919$402K0.03%013F-HRTimeline
IFP Advisors, Inc3,914$401K0.01%+71313F-HRTimeline
United Advisor Group, LLC3,910$401K0.05%+7913F-HRTimeline
McGowan Group Asset Management, Inc.3,893$399K0.05%+2113F-HRTimeline
Global Assets Advisory, LLC3,888$399K0.11%013F-HRTimeline
Peak Retirement Planning, Inc.3,832$393K0.09%-84013F-HRTimeline
Collier Financial3,825$392K0.29%+2913F-HRTimeline
WEALTH ALLIANCE, LLC3,823$392K0.04%+2913F-HRTimeline
Bank of Marin3,820$392K0.27%013F-HRTimeline
Diversified Enterprises, LLC3,811$391K0.02%-41513F-HRTimeline
Melone Private Wealth, LLC3,792$389K0.16%-1313F-HRTimeline
FF Advisors,LLC3,772$387K0.17%013F-HRTimeline
LRI Investments, LLC3,703$380K0.03%013F-HRTimeline
Lauterbach Financial Advisors, LLC3,697$379K0.19%-1913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,689$378K0.05%013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,684$378K0.01%-213F-HRTimelineGroup
First National Bank of Hutchinson3,682$378K0.22%013F-HRTimeline
eCIO, Inc.3,657$375K0.17%new13F-HRTimeline
Redwood Financial Network Corp3,636$373K0.24%+1,08713F-HRTimeline
Christensen, King & Associates Investme…3,589$368K0.16%+513F-HRTimeline
Intrua Financial, LLC3,580$367K0.04%+18313F-HRTimeline
B. Riley Wealth Advisors, Inc.3,579$367K0.02%+313F-HRTimeline
TRUST CO OF VERMONT3,573$366K0.02%+2,04213F-HRTimeline
Savvy Advisors, Inc.3,564$365K0.01%+1,29613F-HRTimeline
Front Row Advisors LLC3,560$365K0.12%013F-HRTimeline
COZAD ASSET MANAGEMENT INC3,555$365K0.03%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,523$361K0.02%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,493$358K0.08%-15313F-HRTimeline
RFG Advisory, LLC3,488$358K0.01%+113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,487$358K0.04%+713F-HRTimeline
Alliance Wealth Advisors, LLC3,470$356K0.17%+213F-HRTimeline
McAdam, LLC3,437$352K0.02%+8013F-HRTimeline
SCOTIA CAPITAL INC.3,434$352K<0.01%-35013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,371$346K<0.01%-57813F-HRTimelineGroup
Carnegie Investment Counsel3,368$345K0.01%013F-HRTimeline
WEALTHSPAN PARTNERS, LLC3,361$345K0.13%-17913F-HRTimeline
Aerodigm Wealth, LLC3,320$340K0.13%013F-HR/ATimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,315$340K0.04%013F-HRTimeline
CX Institutional3,248$333K0.01%+1713F-HRTimeline
Garrett Wealth Advisory Group, LLC3,226$331K0.06%-20913F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding3,225$331K-662Timeline
Valued Wealth Advisors LLC3,214$330K0.14%-1613F-HRTimeline
Heritage Wealth Management, Inc./Texas3,214$330K0.14%013F-HRTimeline
Koshinski Asset Management, Inc.3,210$329K0.02%-5013F-HRTimeline
CPA Asset Management Group, LLC3,180$326K0.11%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC3,179$326K0.02%-5213F-HRTimeline
Clifford Group, LLC3,178$326K0.25%-64113F-HRTimeline
Greenspring Advisors, LLC3,173$325K0.02%new13F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC3,150$323K0.18%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,136$322K0.01%+27613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,124$320K<0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC3,123$320K0.01%+213F-HRTimeline
Wealthspire Retirement, LLC3,113$319K0.02%-2,90813F-HRTimeline
SC&H Financial Advisors, Inc.3,095$317K0.05%+1213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,087$317K0.03%013F-HRTimeline
LongView Wealth Management3,004$316K0.08%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,080$316K<0.01%new13F-HRTimelineGroup
Summit Investment Advisory Services, LLC3,063$314K0.12%new13F-HRTimeline
BANK OZK3,059$314K0.11%+15013F-HRTimeline
TWO SIGMA SECURITIES, LLC3,039$312K0.04%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,032$311K<0.01%+13913F-HRTimelineGroup
Asset Dedication, LLC3,029$311K0.02%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,971$307K0.02%-34,15613F-HRTimeline
Compass Ion Advisors, LLC2,960$303K0.03%013F-HRTimeline
AE Wealth Management LLC2,959$303K<0.01%-1,30813F-HRTimeline
Sovran Advisors, LLC2,852$301K0.03%+17713F-HRTimeline
Mullaney, Keating & Wright, Inc.2,925$300K0.16%+1113F-HRTimeline
Summit Trail Advisors, LLC2,923$300K0.01%013F-HRTimeline
Fielder Capital Group LLC2,915$299K0.06%-98113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,909$298K0.02%013F-HRTimeline
Atala Financial Inc2,894$297K0.19%013F-HRTimeline
Legacy Financial Group LLC2,713$291K0.04%-61613F-HRTimeline
Heritage Family Offices, LLP2,832$290K0.13%013F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,831$290K0.08%+1413F-HRTimeline
KWB Wealth2,817$289K0.03%+20913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,814$289K0.02%+1113F-HRTimelineGroup
Roxbury Financial LLC2,808$288K0.26%-8013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…2,800$287K0.05%013F-HRTimeline
Weaver Consulting Group2,720$279K0.07%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,720$279K0.01%-2413F-HRTimeline
McIlrath & Eck, LLC2,683$275K0.03%+1413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,677$275K0.01%+14513F-HRTimelineGroup
HEADINVEST, LLC2,673$274K0.05%013F-HRTimeline
PINNACLE ASSOCIATES LTD2,666$273K<0.01%013F-HRTimeline
Greenhouse Wealth Management, LLC2,661$273K0.16%013F-HRTimeline
Joule Financial, LLC2,657$272K0.08%-4013F-HRTimeline
Prospect Financial Services LLC2,627$269K0.15%new13F-HRTimeline
Octavia Wealth Advisors, LLC2,626$269K0.03%-22913F-HRTimeline
Mason Investment Advisory Services, Inc.2,620$269K0.01%+113F-HRTimeline
Aspen Wealth Management LLC2,614$268K0.06%-10313F-HRTimeline
Klingman & Associates, LLC2,607$267K0.01%013F-HRTimeline
Elevation Wealth Management LLC2,551$262K0.25%13F-HRTimeline
Oak Asset Management, LLC2,525$259K0.09%+1413F-HRTimeline
Francis Financial, Inc.2,519$258K0.05%013F-HRTimeline
Hubbell Strickland Wealth Management, L…2,514$258K0.1%+1413F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO2,493$256K0.03%new13F-HRTimeline
North Star Investment Management Corp.2,488$255K0.02%+213F-HRTimeline
Fingerlakes Wealth Management, Inc.2,476$254K0.16%+1313F-HRTimeline
Prasad Wealth Partners, LLC2,448$251K0.07%+5513F-HRTimeline
Hopwood Financial Services, Inc.2,410$247K0.17%013F-HRTimeline
Manhattan West Asset Management, LLC2,376$244K0.05%+1313F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…2,345$240K0.06%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…2,331$239K0.03%-24413F-HRTimeline
Operose Advisors LLC2,322$238K0.06%+3013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,321$238K0.01%-5213F-HR/ATimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,313$237K0.01%+18313F-HRTimelineGroup
Legacy Advisors, LLC2,311$237K0.03%new13F-HRTimeline
Falcon Wealth Planning2,305$236K0.02%-5913F-HRTimeline
Continuum Advisory, LLC2,291$235K0.02%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,277$233K<0.01%new13F-HRTimelineGroup
Pallas Capital Advisors LLC2,265$232K0.01%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,259$232K<0.01%-12813F-HRTimelineGroup
Trilogy Capital Inc.2,256$231K0.01%-2113F-HRTimeline
Plum Street Advisors, LLC2,255$231K0.08%+19613F-HRTimeline
Accel Wealth Management2,253$231K0.06%013F-HRTimeline
Key Financial Inc2,244$230K0.04%-9813F-HRTimeline
DAVENPORT & Co LLC2,231$229K<0.01%-3813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,231$229K0.02%-2,06413F-HRTimeline
Visionary Wealth Advisors2,222$228K0.01%013F-HRTimeline
Signature Resources Capital Management,…2,210$227K0.11%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC2,197$225K<0.01%new13F-HRTimeline
Wilkinson Global Asset Management LLC2,190$225K0.02%new13F-HRTimeline
Ullmann Wealth Partners Group, LLC2,221$224K0.02%013F-HRTimeline
New England Private Wealth Advisors LLC2,186$224K0.03%+1113F-HR/ATimeline
Pinnacle Family Advisors, LLC2,183$224K0.1%+213F-HRTimeline
Larson Financial Group LLC2,182$224K0.01%+69313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…2,160$223K<0.01%-52113F-HRTimelineGroup
Collaborative Wealth Managment Inc.2,169$222K0.08%-4513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,151$221K0.01%+1,18413F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,151$221K0.01%013F-HRTimelineGroup