Skip to content
Disclosery

IUSV ISHARES TR

Follow

SHS (fund)

800 managers (814 13F filers) reported a position in IUSV shares at 2026-06-30, 202,642,115 shares in all. 64 filers opened a position and 42 filers sold out during the quarter.

Managers
800
13F filers
814
New
64
Added
307
Reduced
233
Sold out
42
Shares held by filers
202,642,115

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
TOTAL INVESTMENT MANAGEMENT INC2,105$236K0.02%013F-HRTimeline
DAVENPORT & Co LLC2,143$236K<0.01%013F-HRTimeline
Watchman Group, Inc.2,138$236K0.05%013F-HRTimeline
Pinnacle Family Advisors, LLC2,124$234K0.1%+113F-HRTimeline
Signature Resources Capital Management,…2,119$233K0.09%-12013F-HRTimeline
Gibson Capital, LLC2,106$232K0.04%013F-HRTimeline
Fiduciary Group, LLC2,100$231K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,099$231K0.01%-4613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.2,061$227K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,059$227K0.08%+25113F-HRTimeline
NorthRock Partners, LLC2,058$227K<0.01%-5513F-HRTimeline
Financial Solutions Advisory Group, Inc.2,025$226K0.03%013F-HRTimeline
Values Added Financial LLC2,024$223K0.08%-713F-HRTimeline
Proficio Capital Partners LLC2,022$223K0.01%013F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding2,013$222K-2,013Timeline
SIMON QUICK ADVISORS, LLC2,009$221K0.01%+813F-HRTimeline
Scarborough Advisors, LLC1,995$221K0.03%013F-HRTimeline
Marble Harbor Investment Counsel, LLC2,000$220K0.02%013F-HRTimeline
Discipline Wealth Solutions, LLC2,000$220K0.02%013F-HRTimeline
JMN Financial LLC1,994$220K0.17%-4913F-HRTimeline
Riverstone Advisors, LLC1,993$220K0.09%013F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC1,985$219K0.14%+613F-HRTimeline
ELEMENT POINTE ADVISORS, LLC1,983$218K0.04%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,963$217K0.01%+10513F-HRTimeline
Prasad Wealth Partners, LLC1,935$213K0.05%-36413F-HRTimeline
Linscomb Wealth, Inc.1,935$213K0.01%new13F-HRTimeline
CPC Advisors, LLC1,931$213K0.03%new13F-HRTimeline
WESPAC Advisors SoCal, LLC1,925$212K0.04%new13F-HRTimeline
Geometric Wealth Advisors1,916$211K0.02%new13F-HRTimeline
Teamwork Financial Advisors, LLC1,913$211K0.02%new13F-HRTimeline
WARNER FINANCIAL, INC1,890$208K0.06%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,886$208K<0.01%-2,75213F-HRTimelineGroup
Alpha Omega Wealth Management LLC1,860$205K0.03%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,860$205K<0.01%-17213F-HRTimelineGroup
Cornerstone Wealth Management, LLC1,832$202K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC1,830$202K<0.01%+31213F-HRTimeline
Clark Capital Management Group, Inc.1,829$201K<0.01%new13F-HRTimeline
FIRST FINANCIAL CORP /IN/1,759$194K0.07%013F-HRTimeline
Keystone Financial Group, Inc.1,758$194K0.1%+713F-HRTimeline
Fourth Dimension Wealth, LLC1,740$192K0.06%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,672$184K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC1,605$177K<0.01%+11513F-HRTimeline
VIMA LLC1,580$174K0.17%13F-HRTimeline
Birchwood Financial Partners, Inc.1,560$172K0.14%013F-HRTimeline
Hoese & Co LLP1,500$165K0.11%013F-HRTimeline
Archer Investment Corp1,463$161K0.03%013F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,444$159K0.01%-36513F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,383$152K0.01%+49613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,362$150K<0.01%new13F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC1,336$147K0.07%new13F-HRTimeline
Stone House Investment Management, LLC1,325$146K0.02%-3,51613F-HRTimeline
Avion Wealth1,331$146K0.03%-11013F-HRTimeline
TD Capital Management LLC1,325$146K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.1,295$143K0.03%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,241$137K0.04%+313F-HRTimeline
Ashton Thomas Private Wealth, LLC1,234$136K<0.01%-9313F-HRTimeline
CBIZ Investment Advisory Services, LLC1,329$136K<0.01%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,228$135K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.1,186$131K0.07%+4813F-HRTimeline
Rosenberg Matthew Hamilton1,119$123K0.02%013F-HRTimeline
Manchester Capital Management LLC1,089$120K0.02%new13F-HRTimeline
Capital Investment Advisory Services, L…1,084$119K0.01%013F-HRTimeline
Buck Wealth Strategies, LLC1,052$116K0.01%new13F-HRTimeline
Park Place Capital Corp972$107K0.02%+413F-HRTimeline
Smartleaf Asset Management LLC935$103K<0.01%013F-HRTimeline
Regatta Research & Money Management915$101K0.1%13F-HRTimeline
AlphaCore Capital LLC901$99.2K<0.01%+113F-HRTimeline
Anchor Investment Management, LLC895$98.6K0.01%-4313F-HRTimeline
Rossmore Private Capital880$96.9K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST871$95.9K0.03%new13F-HRTimeline
Sage Mountain Advisors LLC835$91.9K0.01%+27513F-HRTimeline
FINANCIAL CONSULATE, INC818$90.1K0.01%013F-HRTimeline
Ankerstar Wealth, LLC781$86K0.07%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC777$85.6K<0.01%+8813F-HRTimelineGroup
Federation des caisses Desjardins du Qu…773$85.1K<0.01%013F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD763$84K0.02%13F-HRTimeline
FIRST HORIZON CORP754$83.1K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC740$81.6K0.01%+1613F-HRTimeline
Pacific Center for Financial Services709$78.1K0.02%013F-HRTimeline
MATHER GROUP, LLC.665$73.2K<0.01%+22113F-HRTimeline
Abound Wealth Management658$72.5K0.01%+113F-HRTimeline
ABOUND FINANCIAL, LLC650$71.6K0.03%013F-HRTimeline
Truvestments Capital LLC650$71.6K0.01%013F-HRTimeline
Finley Financial, LLC640$70.5K0.03%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC611$67.3K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC578$63.7K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS540$59.4K0.01%new13F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…538$59.3K0.02%new13F-HRTimeline
GAMMA Investing LLC538$59.3K<0.01%+4313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources523$57.6K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC519$57.2K<0.01%013F-HRTimeline
Perkins Coie Trust Co512$56.4K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners508$56K0.01%new13F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC505$55.6K0.01%013F-HRTimeline
Winthrop Capital Management, LLC488$54K0.01%013F-HRTimeline
TSFG, LLC487$54K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC480$52.9K<0.01%-2013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.476$52.4K0.02%013F-HRTimeline
Atomic Invest LLC468$51.6K<0.01%-613F-HRTimeline
SHP Wealth Management460$50.6K<0.01%+12613F-HRTimeline
1 NORTH WEALTH SERVICES LLC450$49.6K0.02%013F-HRTimeline
Markowski Investments448$49.4K0.01%13F-HRTimeline
Smallwood Wealth Investment Management,…444$49K0.02%013F-HRTimeline
Hilton Head Capital Partners, LLC442$48.7K0.02%013F-HRTimeline
MidFirst Bank428$47.1K<0.01%-613F-HRTimeline
Register Financial Advisors LLC404$44.5K0.01%+39713F-HRTimeline
LANARK FINANCIAL, INC.400$44.1K<0.01%013F-HRTimeline
Hickory Point Bank & Trust400$44.1K0.03%013F-HRTimeline
Vision Retirement, LLC397$43.8K0.01%+113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC384$42.3K0.01%013F-HRTimeline
Institute for Wealth Management, LLC.375$41.3K<0.01%new13F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC375$41.3K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.356$39.2K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.351$38.7K<0.01%+27313F-HRTimelineGroup
Anchor Bay Capital, Inc.334$38.2K0.02%13F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…322$35.5K0.02%013F-HRTimeline
Mechanics Financial Corp317$34.9K0.01%013F-HRTimeline
Kings Path Partners LLC315$34.7K0.01%-3613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.312$34.4K0.02%+3113F-HRTimeline
Meramec Financial Planners, LLC292$32.9K0.01%new13F-HRTimeline
DT Investment Partners, LLC283$31.2K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.282$31.1K<0.01%+113F-HRTimeline
Smithfield Trust Co282$31K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.273$30.1K<0.01%-22813F-HRTimeline
Bell Investment Advisors, Inc258$28.4K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC254$28K<0.01%-513F-HRTimeline
Plante Moran Financial Advisors, LLC250$27.5K<0.01%013F-HRTimeline
CNB Bank250$27.5K0.01%013F-HRTimeline
IAG Wealth Partners, LLC236$26K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.214$23.6K0.01%013F-HRTimeline
Nemes Rush Group LLC195$21.5K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.193$21.3K0.01%+813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.185$20.4K<0.01%013F-HRTimeline
Legacies Wealth LLC180$19.8K0.01%-5013F-HRTimeline
Crews Bank & Trust180$19.8K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC179$19.7K<0.01%-98613F-HRTimelineGroup
VSM Wealth Advisory, LLC174$19.2K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC172$18.9K<0.01%013F-HRTimeline
NFSG Corp165$18.1K<0.01%+113F-HRTimeline
MOTCO159$17.5K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC158$17.4K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC153$17K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$16.5K<0.01%013F-HRTimeline
JPL Wealth Management, LLC148$16.3K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC134$14.8K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.132$14.5K<0.01%013F-HRTimeline
Signature Equity Partners, LLC130$14.3K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC130$14.3K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.123$13.5K<0.01%013F-HRTimeline
CITY HOLDING CO118$13K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC117$12.9K<0.01%013F-HRTimeline
Sherman Asset Management, Inc.114$12.6K0.01%-12613F-HRTimeline
N.E.W. Advisory Services LLC108$11.9K<0.01%013F-HRTimeline
Independence Bank of Kentucky100$11K<0.01%013F-HRTimeline
Bullock Wealth Management Group96$10.6K<0.01%-7513F-HRTimeline
Salomon & Ludwin, LLC93$10.3K<0.01%-413F-HRTimeline
Harbor Asset Planning, Inc.90$9.9K0.01%013F-HRTimeline
Gleason Group, Inc.89$9.8K<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC87$9.69K<0.01%+1813F-HRTimeline
Gunpowder Capital Management, LLC dba O…86$9.47K0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC82$9.03K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC82$9.03K<0.01%013F-HRTimeline
Sunrise Financial Services, LLC78$8.59K0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp77$8.48K<0.01%013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.75$8.3K<0.01%013F-HRTimeline
CENTRAL TRUST Co74$8.15K<0.01%-2813F-HRTimeline
Olistico Wealth, LLC72$7.93K<0.01%013F-HRTimeline
Caldwell Trust Co67$7.38K<0.01%-13413F-HRTimeline
HM PAYSON & CO62$6.83K<0.01%+3313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC55$6.06K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.54$5.95K<0.01%013F-HRTimeline
ATWOOD & PALMER INC53$5.84K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…48$5.29K<0.01%013F-HRTimelineGroup
City State Bank48$5.29K<0.01%013F-HRTimeline
Financial Life Planners46$5.03K<0.01%+113F-HRTimeline
Delos Wealth Advisors, LLC44$4.85K<0.01%new13F-HRTimeline
YANKCOM Partnership41$4.52K<0.01%new13F-HRTimeline
ARVEST INVESTMENTS, INC.40$4.41K<0.01%new13F-HRTimeline
MTM Investment Management, LLC40$4.41K<0.01%013F-HRTimeline
Rossby Financial, LCC40$4.41K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC37$4.08K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC37$4.08K<0.01%013F-HRTimeline
Realta Investment Advisors34$3.75K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division31$3.42K<0.01%013F-HRTimeline
REICON WEALTH ADVISORS, LLC30$3.31K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.29$3.21K<0.01%new13F-HRTimeline
Prudent Man Investment Management, Inc.31$3.18K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC28$3.08K<0.01%013F-HRTimeline
Monetary Solutions, Ltd23$2.53K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.21$2.31K<0.01%013F-HRTimeline
Fairscale Capital, LLC21$2.31K<0.01%013F-HRTimeline
Strive Financial Group ,LLC21$2.31K<0.01%new13F-HR/ATimeline
Murphy & Mullick Capital Management Corp16$1.76K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC13$1.43K<0.01%new13F-HRTimeline
Dunhill Financial, LLC10$1.1K<0.01%new13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC7$771<0.01%013F-HRTimeline
Copia Wealth Management7$771<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN3$357<0.01%013F-HRTimeline
Kilter Group LLC2$247<0.01%013F-HRTimeline
Financial Perspectives, Inc1,775$8<0.01%+713F-HRTimeline