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Disclosery

IUSV ISHARES TR

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SHS (fund)

717 managers (726 13F filers) reported a position in IUSV shares at 2024-12-31, 169,620,671 shares in all. 45 filers opened a position and 44 filers sold out during the quarter.

Managers
717
13F filers
726
New
45
Added
269
Reduced
209
Sold out
44
Shares held by filers
169,620,671

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,171$108K<0.01%013F-HRTimelineGroup
IMG Wealth Management, Inc.1,138$105K0.1%13F-HRTimeline
CoreCap Advisors, LLC1,135$105K<0.01%+42513F-HRTimeline
Stephens Consulting, LLC1,082$100K0.03%013F-HRTimeline
Golden State Wealth Management, LLC1,070$99.1K0.01%13F-HRTimeline
Capital Investment Advisory Services, L…1,013$93.8K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…967$89.5K0.01%013F-HRTimelineGroup
Park Place Capital Corp946$87.6K0.02%+513F-HRTimeline
Sanctuary Wealth Management, L.L.C.942$87.2K0.06%013F-HRTimeline
Federation des caisses Desjardins du Qu…903$83.6K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH900$83.3K0.02%013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…888$82.2K0.02%013F-HRTimeline
Collier Financial860$79.6K0.07%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC851$78.8K0.03%new13F-HRTimeline
Glass Jacobson Investment Advisors llc841$77.9K0.03%+16213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Pineridge Advisors LLC798$73.9K0.03%+313F-HRTimeline
Founders Financial Alliance, LLC774$71.7K0.02%+313F-HRTimeline
Pathway Financial Advisers, LLC756$69.9K0.02%+513F-HRTimeline
First Horizon Advisors, Inc.754$69.8K<0.01%-5613F-HRTimeline
GeoWealth Management, LLC752$69.6K<0.01%-39013F-HRTimeline
New Republic Capital, LLC714$66.1K0.04%new13F-HRTimeline
Pacific Center for Financial Services709$65.6K0.02%013F-HRTimeline
TRUST CO OF VERMONT689$63.8K<0.01%013F-HRTimeline
Abound Wealth Management679$62.9K0.02%-8013F-HRTimeline
Kings Path Partners LLC675$62.5K0.03%-50513F-HRTimeline
Truvestments Capital LLC650$60.2K0.02%013F-HRTimeline
Finley Financial, LLC640$59.9K0.03%13F-HRTimeline
MATHER GROUP, LLC.639$59.2K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC611$56.6K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC578$53.5K0.02%-21213F-HRTimeline
Sage Mountain Advisors LLC560$51.8K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.509$48.5K0.02%13F-HRTimeline
Bogart Wealth, LLC519$48.1K<0.01%013F-HRTimeline
Perkins Coie Trust Co512$47.4K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC505$46.8K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners495$45.8K0.01%+313F-HRTimelineGroup
Winthrop Capital Management, LLC488$45K0.01%new13F-HRTimeline
TSFG, LLC487$45K0.01%013F-HRTimeline
Mechanics Financial Corp447$41.4K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC445$41.2K0.01%+113F-HRTimeline
Northwest Capital Management Inc443$41K0.02%013F-HRTimeline
Hoese & Co LLP441$40.8K0.04%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC434$40.2K<0.01%013F-HRTimelineGroup
Global Wealth Strategies & Associates429$39.7K0.01%+32013F-HRTimeline
Bank of New Hampshire423$39.2K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources415$38.4K<0.01%+39013F-HRTimelineGroup
Clarity Asset Management, Inc.405$37.5K0.02%+113F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…387$35.8K0.02%13F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC375$34.7K<0.01%+27613F-HRTimeline
Legacies Wealth LLC353$32.7K0.03%-1713F-HRTimeline
Valued Wealth Advisors LLC337$31.2K0.02%013F-HRTimeline
Ransom Advisory, Ltd300$27.8K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.284$26.3K0.01%013F-HRTimeline
DT Investment Partners, LLC283$26.2K<0.01%-1,00013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC280$25.9K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC250$23.1K<0.01%-52713F-HRTimeline
CNB Bank250$23.1K0.01%013F-HRTimeline
Lindbrook Capital, LLC236$21.9K<0.01%013F-HRTimeline
NFSG Corp226$21K0.01%new13F-HRTimeline
Archer Investment Corp224$20.8K0.01%+6113F-HRTimeline
GAMMA Investing LLC212$19.6K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC194$18K<0.01%013F-HRTimeline
Viewpoint Capital Management LLC180$16.7K0.01%013F-HRTimeline
Promus Capital, LLC177$16.4K0.01%13F-HR/ATimeline
VSM Wealth Advisory, LLC174$16.1K0.01%13F-HRTimeline
Brooklyn Investment Group171$15.8K<0.01%new13F-HRTimeline
SITTNER & NELSON, LLC158$14.6K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC153$14K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$13.9K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…148$13.7K<0.01%013F-HRTimeline
Olistico Wealth, LLC146$13.5K0.01%013F-HRTimeline
Missouri Trust & Investment Co139$12.9K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC130$12K0.01%13F-HRTimeline
Reyes Financial Architecture, Inc.127$11.8K0.01%13F-HRTimeline
Global Financial Private Client, LLC106$9.81K<0.01%013F-HRTimeline
Independence Bank of Kentucky100$9.26K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC97$8.98K<0.01%-513F-HRTimeline
Bullock Wealth Management Group96$8.89K0.01%013F-HRTimeline
AllSquare Wealth Management LLC94$8.7K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.89$8.24K<0.01%-2013F-HRTimelineGroup
Hexagon Capital Partners LLC82$7.59K<0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.82$7.59K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.78$7.44K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp77$7.13K<0.01%013F-HRTimelineGroup
PROFFITT & GOODSON INC70$6.48K<0.01%new13F-HRTimeline
Crews Bank & Trust70$6.48K<0.01%13F-HRTimeline
WR Wealth Planners, LLC67$6.21K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC60$5.55K0.01%13F-HRTimeline
Financial Management Professionals, Inc.54$5K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.50$4.63K<0.01%+2013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…48$4.44K<0.01%013F-HRTimelineGroup
City State Bank48$4.44K<0.01%013F-HRTimeline
Financial Life Planners44$4.11K<0.01%13F-HRTimeline
SIMPLEX TRADING, LLC48$4K<0.01%-19213F-HRTimeline
BARRETT & COMPANY, INC.43$3.98K<0.01%013F-HRTimeline
MTM Investment Management, LLC40$3.7K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA40$3.7K<0.01%013F-HRTimelineGroup
Realta Investment Advisors34$3.16K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC37$3K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.31$2.87K<0.01%13F-HRTimeline
Central Pacific Bank - Trust Division31$2.87K<0.01%new13F-HRTimeline
Laurel Wealth Advisors LLC28$2.59K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC24$2.22K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC24$2.2K<0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC23$2.13K<0.01%-6513F-HRTimeline
WFA Asset Management Corp17$1.57K<0.01%-1513F-HRTimeline
Murphy & Mullick Capital Management Corp16$1.48K<0.01%13F-HRTimeline
Disciplina Capital Management LLC15$1.43K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC13$1.2K<0.01%new13F-HRTimeline
CENTRAL TRUST Co11$1.02K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7$1K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8$741<0.01%new13F-HRTimelineGroup
Iron Horse Wealth Management, LLC8$703<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN3$300<0.01%013F-HRTimeline
Coston, McIsaac & Partners10$00%013F-HRTimelineValue filed as zero, left out of ratios.
Fortitude Family Office, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Legacy Financial Group LLC85,723$7.94B+3,76813F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.