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Disclosery

IUSV ISHARES TR

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SHS (fund)

727 managers (736 13F filers) reported a position in IUSV shares at 2025-03-31, 175,340,637 shares in all. 56 filers opened a position and 38 filers sold out during the quarter.

Managers
727
13F filers
736
New
56
Added
289
Reduced
216
Sold out
38
Shares held by filers
175,340,637

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,147$106K0.01%+18013F-HRTimelineGroup
IMG Wealth Management, Inc.1,138$105K0.09%013F-HRTimeline
Capital Investment Advisory Services, L…1,084$100K0.01%+7113F-HRTimeline
Stephens Consulting, LLC1,082$99.9K0.03%013F-HRTimeline
HHM Wealth Advisors, LLC1,064$98.2K0.01%new13F-HRTimeline
Golden State Wealth Management, LLC1,052$97.1K0.01%-1813F-HR/ATimeline
Collier Financial1,052$97.1K0.08%+19213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp965$89.1K<0.01%+88813F-HRTimelineGroup
Mowery & Schoenfeld Wealth Management, …953$88K0.17%new13F-HRTimeline
Park Place Capital Corp950$87.7K0.02%+413F-HRTimeline
AlphaCore Capital LLC923$85.2K0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH900$83.1K0.03%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC900$83.1K0.04%-1,27813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC851$78.5K0.03%013F-HRTimeline
Glass Jacobson Investment Advisors llc841$77.9K0.03%013F-HRTimeline
MATHER GROUP, LLC.839$77.4K<0.01%+20013F-HRTimeline
ABOUND FINANCIAL, LLC806$74.4K0.04%new13F-HRTimeline
Pineridge Advisors LLC801$73.9K0.03%+313F-HRTimeline
Founders Financial Alliance, LLC776$71.6K0.02%+213F-HRTimeline
Federation des caisses Desjardins du Qu…773$71.3K<0.01%-13013F-HRTimeline
First Horizon Advisors, Inc.754$69.6K<0.01%013F-HRTimeline
New Republic Capital, LLC714$65.9K0.03%013F-HRTimeline
North Star Investment Management Corp.711$65.6K<0.01%new13F-HRTimeline
Pacific Center for Financial Services709$65.4K0.02%013F-HRTimeline
TRUST CO OF VERMONT689$63.6K<0.01%013F-HRTimeline
Kings Path Partners LLC675$62.3K0.03%013F-HRTimeline
Sage Mountain Advisors LLC658$60.7K<0.01%+9813F-HRTimeline
Abound Wealth Management651$60K0.02%-2813F-HRTimeline
Truvestments Capital LLC650$60K0.01%013F-HRTimeline
Finley Financial, LLC640$56.8K0.03%013F-HRTimeline
Flaharty Asset Management, LLC613$56.6K0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC611$56.4K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.602$55K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC578$53.3K0.02%013F-HRTimeline
Caldwell Trust Co539$49.7K0.01%new13F-HRTimeline
Bogart Wealth, LLC519$47.9K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.514$47.4K0.02%+513F-HRTimeline
Perkins Coie Trust Co512$47.3K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC505$46.6K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners497$45.9K0.01%+213F-HRTimelineGroup
Winthrop Capital Management, LLC488$45K0.01%013F-HRTimeline
TSFG, LLC487$45K0.01%013F-HRTimeline
Northwest Capital Management Inc443$40.9K0.02%013F-HRTimeline
Smallwood Wealth Investment Management,…442$40.9K0.03%new13F-HRTimeline
Hoese & Co LLP441$40.7K0.04%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC434$40.1K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC428$39.5K<0.01%new13F-HRTimeline
Bank of New Hampshire423$39K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources415$38.3K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC407$37.5K0.01%-3813F-HRTimeline
Capital A Wealth Management, LLC403$37.2K0.04%+34313F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…387$35.7K0.02%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC375$34.6K<0.01%013F-HRTimeline
Mechanics Financial Corp367$33.9K0.02%-8013F-HRTimeline
Legacies Wealth LLC338$31.2K0.02%-1513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.284$26.2K0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.284$26.2K0.02%new13F-HRTimeline
DT Investment Partners, LLC283$26.1K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC280$25.8K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC250$23.1K<0.01%013F-HRTimeline
CNB Bank250$23.1K0.01%013F-HRTimeline
Sherman Asset Management, Inc.240$22.1K0.02%new13F-HRTimeline
Lindbrook Capital, LLC236$21.8K<0.01%013F-HRTimeline
NFSG Corp227$20.9K0.01%+113F-HRTimeline
Archer Investment Corp225$20.7K0.01%+113F-HRTimeline
DAGCO, INC.221$20.4K0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC216$19.9K<0.01%new13F-HRTimeline
Realta Investment Advisors213$19.7K0.01%+17913F-HRTimeline
GAMMA Investing LLC212$19.6K<0.01%013F-HR/ATimeline
Peachtree Investment Partners, LLC180$16.6K0.01%+15613F-HRTimeline
Viewpoint Capital Management LLC180$16.6K0.01%013F-HRTimeline
Crews Bank & Trust180$16.6K<0.01%+11013F-HRTimeline
Promus Capital, LLC177$16.3K0.01%013F-HR/ATimeline
VSM Wealth Advisory, LLC174$16.1K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC172$15.9K0.01%-2213F-HRTimeline
Brooklyn Investment Group171$15.8K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC158$14.6K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC153$14K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$13.8K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…148$13.7K<0.01%013F-HRTimeline
Olistico Wealth, LLC146$13.5K0.01%013F-HRTimeline
CITY HOLDING CO118$10.9K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC106$9.78K<0.01%013F-HRTimeline
Independence Bank of Kentucky100$9.23K<0.01%013F-HRTimeline
Missouri Trust & Investment Co100$9.23K<0.01%-3913F-HRTimeline
WFA Asset Management Corp100$9.04K<0.01%+8313F-HRTimeline
Salomon & Ludwin, LLC97$8.95K<0.01%013F-HRTimeline
Bullock Wealth Management Group96$8.85K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC94$8.68K0.01%013F-HRTimeline
Global Wealth Strategies & Associates91$8.4K<0.01%-33813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.90$8.31K<0.01%+4013F-HRTimeline
Whipplewood Advisors, LLC74$7.66K0.01%new13F-HRTimeline
Hexagon Capital Partners LLC82$7.57K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.82$7.57K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC82$7.57K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.78$7.2K<0.01%013F-HRTimelineGroup
Citizens National Bank Trust Department78$7.2K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC73$6.74K<0.01%new13F-HRTimeline
Headlands Technologies LLC69$6.37K<0.01%-2,11713F-HRTimeline
BARRETT & COMPANY, INC.68$6.28K<0.01%+2513F-HRTimeline
Tidemark, LLC67$6.18K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…62$5.72K<0.01%+1413F-HRTimelineGroup
Christopher J. Hasenberg, Inc56$5.16K<0.01%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC55$5.08K<0.01%-4,44613F-HRTimeline
Financial Management Professionals, Inc.54$4.98K<0.01%013F-HRTimeline
City State Bank48$4.43K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA40$3.69K<0.01%013F-HRTimelineGroup
MTM Investment Management, LLC40$3.69K<0.01%013F-HRTimeline
Rossby Financial, LCC40$3.53K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC37$3K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.31$2.87K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division31$2.86K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC28$2.58K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS27$2.49K<0.01%new13F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.24$2.21K<0.01%new13F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC24$2.2K<0.01%013F-HRTimeline
POM Investment Strategies, LLC17$1.57K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp16$1.48K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC13$1.2K<0.01%013F-HRTimeline
CENTRAL TRUST Co11$1.02K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…7$1K<0.01%013F-HRTimelineGroup
Iron Horse Wealth Management, LLC8$703<0.01%013F-HRTimeline
Copia Wealth Management7$646<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN3$299<0.01%013F-HRTimeline
Disciplina Capital Management LLC2$153<0.01%-1313F-HRTimeline
Coston, McIsaac & Partners10$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,68113F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.