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Disclosery

IUSV ISHARES TR

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SHS (fund)

722 managers (731 13F filers) reported a position in IUSV shares at 2025-06-30, 176,639,584 shares in all. 45 filers opened a position and 52 filers sold out during the quarter.

Managers
722
13F filers
731
New
45
Added
259
Reduced
244
Sold out
52
Shares held by filers
176,639,584

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Capital Investment Advisory Services, L…1,084$103K0.01%013F-HRTimeline
Stephens Consulting, LLC1,082$102K0.02%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,000$94.6K0.02%-33213F-HRTimelineGroup
Golden State Wealth Management, LLC974$92.2K0.01%-7813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…967$91.5K<0.01%-18013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp965$91.3K<0.01%013F-HRTimelineGroup
Park Place Capital Corp955$91.3K0.02%+513F-HRTimeline
AlphaCore Capital LLC923$87.3K<0.01%013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH900$85.2K0.03%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC900$85.2K0.03%013F-HRTimeline
HHM Wealth Advisors, LLC846$80.1K0.01%-21813F-HRTimeline
Smartleaf Asset Management LLC823$77.5K0.01%new13F-HRTimeline
Pineridge Advisors LLC803$76K0.03%+213F-HRTimeline
Glass Jacobson Investment Advisors llc777$73.5K0.03%-6413F-HRTimeline
Federation des caisses Desjardins du Qu…773$73.1K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.754$71.4K<0.01%013F-HRTimeline
New Republic Capital, LLC714$67.6K0.02%013F-HRTimeline
Pacific Center for Financial Services709$67.1K0.02%013F-HRTimeline
TRUST CO OF VERMONT689$65.2K<0.01%013F-HRTimeline
Kings Path Partners LLC675$63.9K0.03%013F-HRTimeline
Abound Wealth Management652$61.7K0.02%+113F-HRTimeline
Truvestments Capital LLC650$61.5K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC650$61.5K<0.01%+3913F-HRTimeline
Finley Financial, LLC640$60.6K0.03%013F-HRTimeline
Sage Mountain Advisors LLC635$60.1K<0.01%-2313F-HRTimeline
LANARK FINANCIAL, INC.602$56K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC578$54.7K0.02%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP558$52.8K0.01%new13F-HRTimeline
Caldwell Trust Co539$51K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources523$49.5K<0.01%+10813F-HRTimelineGroup
Bogart Wealth, LLC519$49.1K<0.01%013F-HRTimeline
Perkins Coie Trust Co512$48.5K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC505$47.8K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners499$47.2K0.01%+213F-HRTimelineGroup
Winthrop Capital Management, LLC488$46K0.01%013F-HRTimeline
TSFG, LLC487$46K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…444$42.1K0.02%+213F-HRTimeline
Northwest Capital Management Inc443$41.9K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC434$41.1K<0.01%013F-HRTimelineGroup
Headlands Technologies LLC428$40.5K<0.01%+35913F-HRTimeline
Bank of New Hampshire423$40K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC407$38.5K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.389$36.5K0.02%-12513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC384$36.3K0.01%-46713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC378$35.8K<0.01%new13F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC375$35.5K<0.01%013F-HRTimeline
Mechanics Financial Corp367$34.7K0.01%013F-HRTimeline
GeoWealth Management, LLC365$34.5K<0.01%-83813F-HRTimeline
Legacies Wealth LLC338$32K0.02%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…322$30.5K0.02%-6513F-HRTimeline
Smithfield Trust Co282$27K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.284$26.9K0.02%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.284$26.9K0.01%013F-HRTimeline
DT Investment Partners, LLC283$26.8K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC280$26.5K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC275$26K<0.01%new13F-HR/ATimeline
EVOLUTION WEALTH MANAGEMENT INC.264$25K0.03%13F-HRTimeline
Bell Investment Advisors, Inc258$24.4K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC250$23.7K<0.01%013F-HRTimeline
CNB Bank250$23.7K0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC243$23K0.02%13F-HRTimeline
Sherman Asset Management, Inc.240$22.7K0.02%013F-HRTimeline
Realta Investment Advisors213$20.2K0.01%013F-HRTimeline
GAMMA Investing LLC212$20.1K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…199$18.8K<0.01%+5113F-HRTimeline
Archer Investment Corp186$17.6K<0.01%-3913F-HRTimeline
Viewpoint Capital Management LLC180$17K0.01%013F-HRTimeline
Crews Bank & Trust180$17K<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc179$16.9K0.01%+12313F-HRTimeline
Promus Capital, LLC177$16.7K0.01%013F-HR/ATimeline
VSM Wealth Advisory, LLC174$16.5K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC172$16.3K0.01%013F-HRTimeline
NFSG Corp163$15.4K<0.01%-6413F-HRTimeline
SITTNER & NELSON, LLC158$15K0.01%013F-HRTimeline
Strategic Wealth Investment Group, LLC151$14.3K0.02%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$14.2K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.149$14.1K<0.01%13F-HRTimeline
Capital Advisors, Ltd. LLC153$14K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.132$12.5K0.01%+10813F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC130$12.3K0.01%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.120$11.4K<0.01%+3013F-HRTimeline
CITY HOLDING CO118$11.2K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC117$11.1K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC110$10.4K<0.01%-66613F-HRTimeline
N.E.W. Advisory Services LLC108$10.2K<0.01%-10813F-HRTimeline
Crewe Advisors LLC103$9.75K<0.01%new13F-HRTimeline
Independence Bank of Kentucky100$9.46K<0.01%013F-HRTimeline
Missouri Trust & Investment Co100$9.46K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC97$9.3K<0.01%013F-HRTimeline
Bullock Wealth Management Group96$9.18K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC94$8.89K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates91$8.61K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC91$8.58K<0.01%+8313F-HRTimeline
Harbor Asset Planning, Inc.88$8.35K0.01%13F-HRTimeline
Glen Eagle Advisors, LLC82$7.76K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.78$7.38K<0.01%013F-HRTimelineGroup
Olistico Wealth, LLC72$6.81K<0.01%-7413F-HRTimeline
Nemes Rush Group LLC70$6.62K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.68$6.43K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…62$5.87K<0.01%013F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC55$5.21K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.54$5.11K<0.01%013F-HRTimeline
City State Bank48$4.54K<0.01%013F-HRTimeline
MTM Investment Management, LLC40$3.79K<0.01%013F-HRTimeline
Rossby Financial, LCC40$3.79K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA39$3.69K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC37$3K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division31$2.93K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.31$2.87K<0.01%013F-HRTimeline
WFA Asset Management Corp32$2.82K<0.01%-6813F-HRTimeline
POM Investment Strategies, LLC17$1.61K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp16$1.53K<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC13$1.23K<0.01%013F-HRTimeline
CENTRAL TRUST Co11$1.04K<0.01%013F-HRTimeline
Copia Wealth Management7$662<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC6$568<0.01%new13F-HRTimeline
Midwest Capital Advisors, LLC4$379<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN3$307<0.01%013F-HRTimeline
Kilter Group LLC3$293<0.01%new13F-HRTimeline
Disciplina Capital Management LLC2$157<0.01%013F-HRTimeline
Coston, McIsaac & Partners10$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.