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Disclosery

IUSV ISHARES TR

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SHS (fund)

781 managers (793 13F filers) reported a position in IUSV shares at 2026-03-31, 196,627,879 shares in all. 56 filers opened a position and 56 filers sold out during the quarter.

Managers
781
13F filers
793
New
56
Added
286
Reduced
243
Sold out
56
Shares held by filers
196,627,879

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Hobbs Group Advisors, LLC5,482$561K0.17%-2313F-HRTimeline
Beaumont Financial Advisors, LLC5,385$551K0.04%013F-HRTimeline
Prospect Financial Services LLC5,379$550K0.34%+2,75213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,349$547K<0.01%+1813F-HRTimelineGroup
PRESILIUM PRIVATE WEALTH, LLC5,318$544K0.1%+4413F-HRTimeline
RDA Financial Network5,295$541K0.14%-89113F-HRTimeline
FORTE ASSET MANAGEMENT LLC5,288$541K0.24%013F-HRTimeline
Cyndeo Wealth Partners, LLC5,228$535K0.03%+1813F-HRTimeline
LaSalle St. Investment Advisors, LLC5,222$534K0.08%-16713F-HRTimeline
Premier Path Wealth Partners, LLC5,191$531K0.07%+85013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.5,140$526K0.04%013F-HRTimelineGroup
GWN SECURITIES INC.5,135$525K0.1%013F-HRTimeline
Unique Wealth Strategies, LLC5,106$522K0.21%+19313F-HRTimeline
SWEENEY & MICHEL, LLC4,960$522K0.15%+2013F-HRTimeline
AWM CAPITAL, LLC5,100$522K0.05%-16313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC5,039$515K<0.01%-41013F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC5,013$513K0.02%013F-HRTimeline
SYM FINANCIAL Corp4,862$497K0.05%013F-HRTimeline
Stone House Investment Management, LLC4,841$495K0.09%+3813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,761$491K0.01%013F-HRTimeline
Valeo Financial Advisors, LLC4,746$485K0.01%-75413F-HRTimeline
BIP Wealth, LLC4,732$484K0.02%+62313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,728$483K0.01%013F-HR/ATimeline
EXENCIAL WEALTH ADVISORS, LLC4,698$480K0.01%+913F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC4,694$480K0.13%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,660$477K0.06%+33013F-HRTimeline
Mascoma Wealth Management LLC4,642$475K0.1%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,638$474K<0.01%+3,23313F-HRTimelineGroup
Burk Holdings LLC4,636$474K0.2%+1513F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO4,629$473K0.09%-1,19913F-HRTimeline
Parallel Advisors, LLC4,602$471K0.01%-25913F-HR/ATimeline
CIM, LLC4,588$469K0.07%-213F-HRTimeline
Braeburn Wealth Management LLC4,588$469K0.27%-66813F-HRTimeline
Cutler Capital Management, LLC4,550$465K0.13%013F-HRTimeline
FourThought Financial Partners, LLC4,540$464K0.04%-15013F-HRTimeline
Choate Investment Advisors4,500$460K0.01%013F-HRTimeline
Invariant Investment Management4,311$454K0.28%+1313F-HRTimeline
NORDEN GROUP LLC4,422$452K0.04%013F-HRTimeline
McIlrath & Eck, LLC4,419$452K0.03%+1,73613F-HRTimeline
Vise Technologies, Inc.4,401$451K0.01%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,402$450K0.01%-48,65813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,401$450K<0.01%-83513F-HRTimelineGroup
Investment Advisory Group, LLC4,388$449K0.11%013F-HRTimeline
TRUE Private Wealth Advisors4,381$448K0.04%+413F-HRTimeline
Vigil Wealth Management, LLC4,364$446K0.36%-1813F-HRTimeline
Claro Advisors Inc.4,345$444K0.05%+21313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,314$441K0.02%-2,62613F-HRTimeline
AE Wealth Management LLC4,310$441K<0.01%+1,35113F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.4,294$439K0.21%-30013F-HRTimeline
Bellecapital International Ltd.4,291$439K0.08%013F-HR/ATimeline
Indivisible Partners4,243$434K0.04%+113F-HRTimeline
Good Harbor Advisors, Inc.4,241$434K0.47%013F-HRTimeline
NORTHBRIDGE FINANCIAL GROUP, LLC4,115$433K0.19%-36513F-HRTimeline
Ellis Investment Partners, LLC4,219$431K0.07%+1113F-HRTimeline
TFR Capital, LLC.4,217$431K0.13%013F-HRTimeline
Collier Financial4,215$431K0.33%+39013F-HRTimeline
Zhang Financial LLC4,121$421K0.01%013F-HRTimeline
WESBANCO BANK INC4,112$420K0.01%013F-HRTimeline
PATTEN & PATTEN INC/TN4,070$416K0.03%013F-HRTimeline
Csenge Advisory Group4,062$415K0.02%+1113F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding4,026$412K+2,013Timeline
Beck Bode, LLC4,023$411K0.07%+1513F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,004$409K0.1%013F-HRTimeline
Bedel Financial Consulting, Inc.3,976$407K0.05%013F-HRTimeline
Financial Planning Hawaii, Inc.3,966$406K0.24%013F-HRTimeline
FF Advisors,LLC3,772$404K0.16%013F-HRTimeline
SeaCrest Wealth Management, LLC3,937$403K0.04%-83513F-HRTimeline
United Advisor Group, LLC3,924$401K0.05%+1413F-HRTimeline
Bank of Marin3,922$401K0.29%+10213F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,919$401K0.04%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…3,916$400K0.01%-12013F-HRTimelineGroup
McGowan Group Asset Management, Inc.3,907$400K0.05%+1413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,909$400K<0.01%-3213F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC3,897$398K<0.01%new13F-HRTimelineGroup
Aprio Wealth Management, LLC3,882$397K0.02%-3,92713F-HRTimeline
Peak Retirement Planning, Inc.3,826$391K0.08%-613F-HRTimeline
Savvy Advisors, Inc.3,800$389K0.01%+23613F-HRTimeline
Melone Private Wealth, LLC3,800$389K0.16%+813F-HRTimeline
Diversified Enterprises, LLC3,750$383K0.02%-6113F-HRTimeline
Redwood Financial Network Corp3,732$382K0.25%+9613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,716$380K0.02%-1,81913F-HRTimelineGroup
LRI Investments, LLC3,703$379K0.03%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,689$377K0.05%013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC3,684$377K0.01%013F-HRTimelineGroup
Intrua Financial, LLC3,681$376K0.04%+10113F-HRTimeline
Lauterbach Financial Advisors, LLC3,681$376K0.18%-1613F-HRTimeline
WEALTH ALLIANCE, LLC3,663$375K0.04%-16013F-HRTimeline
BRIGHTON JONES LLC3,635$372K0.01%new13F-HR/ATimeline
Sovran Advisors, LLC3,413$370K0.03%+56113F-HRTimeline
Asset Dedication, LLC3,581$366K0.03%+55213F-HRTimeline
Front Row Advisors LLC3,560$364K0.12%013F-HRTimeline
COZAD ASSET MANAGEMENT INC3,555$363K0.03%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,523$360K0.01%013F-HRTimeline
Compass Ion Advisors, LLC3,513$359K0.03%+55313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,492$357K0.04%+513F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,486$356K0.11%-713F-HRTimeline
Alliance Wealth Advisors, LLC3,471$355K0.17%+113F-HRTimeline
American Trust3,441$352K0.03%-72513F-HRTimeline
SCOTIA CAPITAL INC.3,434$351K<0.01%013F-HRTimeline
McAdam, LLC3,415$349K0.02%-2213F-HRTimeline
Fiduciary Alliance LLC3,283$347K0.02%new13F-HRTimeline
Christensen, King & Associates Investme…3,383$346K0.15%-20613F-HRTimeline
USA FINANCIAL FORMULAS3,371$345K0.06%-2,30113F-HRTimeline
Carnegie Investment Counsel3,368$344K0.01%013F-HRTimeline
Aerodigm Wealth, LLC3,320$339K0.13%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,315$339K0.04%013F-HRTimeline
SFG Wealth Management, LLC.3,273$335K0.14%-87413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,237$331K0.02%+26613F-HRTimeline
Garrett Wealth Advisory Group, LLC3,227$330K0.06%+113F-HRTimeline
TritonPoint Partners, LLCin group TritonPoint Partners, LLC3,225$330K0.12%013F-HRTimelineGroup
Heritage Wealth Management, Inc./Texas3,214$329K0.14%013F-HRTimeline
Koshinski Asset Management, Inc.3,210$328K0.02%013F-HRTimeline
Valued Wealth Advisors LLC3,209$328K0.13%-513F-HRTimeline
Greenspring Advisors, LLC3,173$324K0.02%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,165$324K0.03%+35113F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC3,154$322K0.02%-2513F-HRTimeline
RIDGECREST WEALTH PARTNERS, LLC3,150$322K0.18%013F-HRTimeline
WEDBUSH SECURITIES INC3,125$320K0.01%+213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,124$319K<0.01%013F-HRTimelineGroup
Wealthspire Retirement, LLC3,113$318K0.02%013F-HRTimeline
CX Institutional3,096$317K0.01%-15213F-HRTimeline
LongView Wealth Management3,004$317K0.08%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,087$316K0.03%013F-HRTimeline
Clifford Group, LLC3,081$315K0.24%-9713F-HRTimeline
SC&H Financial Advisors, Inc.3,080$315K0.05%-1513F-HRTimeline
Summit Investment Advisory Services, LLC3,073$314K0.12%+1013F-HRTimeline
Founders Financial Alliance, LLC3,060$313K0.06%+2,95013F-HRTimeline
WEALTHSPAN PARTNERS, LLC3,059$313K0.11%-30213F-HRTimeline
First National Bank of Hutchinson3,026$309K0.2%-65613F-HRTimeline
TOWER BRIDGE ADVISORS3,000$307K0.03%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC2,965$303K0.01%+65213F-HRTimelineGroup
Mullaney, Keating & Wright, Inc.2,933$300K0.16%+813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI2,909$297K0.01%013F-HRTimeline
Atala Financial Inc2,894$297K0.2%013F-HRTimeline
Cassaday & Co Wealth Management LLC2,846$291K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,843$291K<0.01%-18913F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC2,841$290K0.01%-29513F-HRTimeline
Heritage Family Offices, LLP2,832$290K0.13%013F-HRTimeline
KWB Wealth2,817$289K0.03%013F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,807$287K0.15%-2413F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…2,800$286K0.05%013F-HRTimeline
BANK OZK2,795$286K0.1%-26413F-HRTimeline
Roxbury Financial LLC2,780$284K0.26%-2813F-HRTimeline
TRED AVON FAMILY WEALTH, LLC2,735$280K0.09%new13F-HRTimeline
Weaver Consulting Group2,720$278K0.07%013F-HRTimeline
Apella Capital, LLC2,588$277K<0.01%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,696$276K0.01%-2413F-HRTimeline
HBK Sorce Advisory LLC2,536$276K0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,678$274K0.01%+113F-HRTimelineGroup
HEADINVEST, LLC2,673$273K0.06%013F-HRTimeline
Greenhouse Wealth Management, LLC2,661$272K0.17%013F-HRTimeline
Fisher Asset Management, LLC2,633$269K<0.01%-1,62813F-HRTimeline
Octavia Wealth Advisors, LLC2,626$269K0.03%013F-HRTimeline
PINNACLE ASSOCIATES LTD2,621$268K<0.01%-4513F-HRTimeline
Mason Investment Advisory Services, Inc.2,620$268K0.01%013F-HRTimeline
Aspen Wealth Management LLC2,614$267K0.05%013F-HRTimeline
Klingman & Associates, LLC2,607$267K0.01%013F-HRTimeline
Oak Asset Management, LLC2,600$266K0.09%+7513F-HRTimeline
Trilogy Capital Inc.2,593$265K0.01%+33713F-HRTimeline
Elevation Wealth Management LLC2,551$261K0.24%013F-HRTimeline
Hubbell Strickland Wealth Management, L…2,524$258K0.1%+1013F-HRTimeline
Francis Financial, Inc.2,519$258K0.05%013F-HRTimeline
Godfrey Financial Associates, Inc.2,495$255K0.22%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO2,493$255K0.03%013F-HRTimeline
North Star Investment Management Corp.2,488$254K0.02%013F-HRTimeline
Fingerlakes Wealth Management, Inc.2,486$254K0.17%+1013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…2,455$251K0.04%+12413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,418$247K<0.01%+15913F-HRTimelineGroup
Hopwood Financial Services, Inc.2,410$246K0.17%013F-HRTimeline
HUB Investment Partners, LLC2,384$244K0.01%new13F-HRTimeline
Manhattan West Asset Management, LLC2,376$243K0.05%013F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…2,345$240K0.06%013F-HRTimeline
Legacy Financial Group LLC2,324$238K0.03%-38913F-HRTimeline
Operose Advisors LLC2,322$237K0.06%013F-HRTimeline
Falcon Wealth Planning2,305$236K0.02%013F-HRTimeline
Prasad Wealth Partners, LLC2,299$235K0.06%-14913F-HRTimeline
Continuum Advisory, LLC2,298$235K0.02%+713F-HRTimeline
Invst, LLC2,295$235K0.03%new13F-HRTimeline
Tidemark, LLC2,295$235K0.06%new13F-HRTimeline
Pallas Capital Advisors LLC2,265$232K0.01%013F-HRTimeline
Traynor Capital Management, Inc.2,299$231K0.01%new13F-HRTimeline
Accel Wealth Management2,253$230K0.06%013F-HRTimeline
Key Financial Inc2,244$229K0.04%013F-HRTimeline
Plum Street Advisors, LLC2,243$229K0.08%-1213F-HRTimeline
Signature Resources Capital Management,…2,239$229K0.11%+2913F-HRTimeline
Ullmann Wealth Partners Group, LLC2,232$228K0.02%+1113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,231$228K0.02%013F-HRTimeline
Visionary Wealth Advisors2,222$227K0.01%013F-HRTimeline
TUDOR INVESTMENT CORP ET AL2,220$227K<0.01%-58,25813F-HRTimeline
IFP Advisors, Inc2,208$226K<0.01%-1,70613F-HRTimeline
Summit Trail Advisors, LLC2,207$226K<0.01%-71613F-HRTimeline
New England Private Wealth Advisors LLC2,195$224K0.03%+913F-HRTimeline
Larson Financial Group LLC2,187$224K0.01%+513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,148$220K<0.01%new13F-HRTimeline
DAVENPORT & Co LLC2,143$219K<0.01%-8813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,145$219K0.01%-17613F-HRTimelineGroup
Watchman Group, Inc.2,138$219K0.05%013F-HRTimeline
Pinnacle Family Advisors, LLC2,123$217K0.1%-6013F-HRTimeline
NorthRock Partners, LLC2,113$216K<0.01%+10213F-HRTimeline
Foguth Wealth Management, LLC.1,956$216K0.03%new13F-HRTimeline