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Disclosery

IUSV ISHARES TR

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SHS (fund)

739 managers (749 13F filers) reported a position in IUSV shares at 2025-09-30, 184,577,206 shares in all. 60 filers opened a position and 36 filers sold out during the quarter.

Managers
739
13F filers
749
New
60
Added
275
Reduced
228
Sold out
36
Shares held by filers
184,577,206

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Bank Julius Baer & Co. Ltd, Zurich1,379$138K<0.01%+15313F-HRTimeline
TD Capital Management LLC1,325$132K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,309$131K<0.01%+3513F-HRTimeline
Vermillion Wealth Management, Inc.1,295$129K0.03%013F-HRTimeline
CBIZ Investment Advisory Services, LLC1,229$123K<0.01%013F-HRTimeline
Palisade Asset Management, LLC1,222$122K0.01%new13F-HRTimeline
IAG Wealth Partners, LLC1,173$117K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,171$117K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC1,148$115K0.01%-4113F-HRTimeline
IMG Wealth Management, Inc.1,138$114K0.08%013F-HRTimeline
Rosenberg Matthew Hamilton1,119$112K0.02%-1713F-HRTimeline
Capital Investment Advisory Services, L…1,084$108K0.01%013F-HRTimeline
Stephens Consulting, LLC1,082$108K0.04%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…967$96.7K<0.01%013F-HRTimelineGroup
Park Place Capital Corp959$95.9K0.02%+413F-HRTimeline
AlphaCore Capital LLC923$92.3K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC900$90K0.04%013F-HRTimeline
Founders Financial Alliance, LLC891$89K0.02%+78113F-HRTimeline
Rossmore Private Capital880$88K0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC818$81.8K0.01%new13F-HRTimeline
Pineridge Advisors LLC803$80.3K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc780$78K0.03%+313F-HRTimeline
Federation des caisses Desjardins du Qu…773$77.3K<0.01%013F-HRTimeline
Pathway Financial Advisers, LLC767$76.5K0.02%new13F-HRTimeline
FIRST HORIZON CORP754$75.4K<0.01%13F-HRTimeline
New Republic Capital, LLC714$71.4K0.02%013F-HRTimeline
Pacific Center for Financial Services709$70.9K0.02%013F-HRTimeline
Golden State Wealth Management, LLC684$68.4K0.01%-29013F-HRTimeline
Abound Wealth Management654$65.3K0.02%+213F-HRTimeline
Truvestments Capital LLC650$65K0.01%013F-HRTimeline
Finley Financial, LLC640$64K0.03%013F-HRTimeline
Kings Path Partners LLC627$62.7K0.02%-4813F-HRTimeline
Sage Mountain Advisors LLC627$62.6K<0.01%-813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC611$61.1K<0.01%-3913F-HRTimeline
Morton Brown Family Wealth, LLC578$57.8K0.02%013F-HRTimeline
Smartleaf Asset Management LLC571$56.9K<0.01%-25213F-HRTimeline
Plante Moran Financial Advisors, LLC566$56.6K<0.01%+31613F-HRTimeline
Caldwell Trust Co539$53.9K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC528$52.8K0.01%-31813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources523$52.3K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC519$51.9K<0.01%013F-HRTimeline
Perkins Coie Trust Co512$51.2K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC505$50.5K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners502$50.1K0.01%+313F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC500$50K0.01%-50013F-HRTimelineGroup
Winthrop Capital Management, LLC488$49K0.01%013F-HRTimeline
TSFG, LLC487$49K0.01%013F-HRTimeline
Qube Research & Technologies Ltd477$47.7K<0.01%-1,21013F-HRTimeline
American Wealth Advisors, LLC471$47K0.05%13F-HRTimeline
MATHER GROUP, LLC.463$46.3K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…444$44.5K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC434$43.4K<0.01%013F-HRTimelineGroup
Bank of New Hampshire423$42.3K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.400$40K<0.01%-20213F-HRTimeline
GPS Wealth Strategies Group, LLC392$39.2K<0.01%-1513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC384$38.4K0.01%013F-HR/ATimeline
MOGY JOEL R INVESTMENT COUNSEL INC375$37.5K<0.01%013F-HRTimeline
Pacifica Partners Inc.340$34.1K0.01%-79713F-HRTimeline
Legacies Wealth LLC338$33.8K0.02%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…322$32.2K0.02%013F-HRTimeline
Mechanics Financial Corp317$31.7K0.01%-5013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.284$28.4K0.02%013F-HRTimeline
DT Investment Partners, LLC283$28.3K<0.01%013F-HRTimeline
Smithfield Trust Co282$28K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC280$28K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.264$26.4K0.03%013F-HR/ATimeline
Bell Investment Advisors, Inc258$25.8K<0.01%013F-HRTimeline
CNB Bank250$25K0.01%013F-HRTimeline
Sherman Asset Management, Inc.240$24K0.02%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.214$21.4K0.01%-7013F-HRTimeline
GAMMA Investing LLC212$21.2K<0.01%013F-HRTimeline
Richardson Capital Management LLC208$20.8K0.01%new13F-HRTimeline
Viewpoint Capital Management LLC180$18K0.01%013F-HRTimeline
Crews Bank & Trust180$18K<0.01%013F-HRTimeline
Promus Capital, LLC177$17.7K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC174$17.4K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC172$17.2K0.01%013F-HRTimeline
NFSG Corp163$16.3K<0.01%013F-HRTimeline
Balentine LLC163$16.3K<0.01%new13F-HRTimeline
SITTNER & NELSON, LLC158$15.8K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC153$15K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.150$15K<0.01%+3013F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$15K<0.01%013F-HRTimeline
JPL Wealth Management, LLC148$14.8K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC144$14.5K<0.01%new13F-HRTimeline
Archer Investment Corp141$14.1K<0.01%-4513F-HRTimeline
Northwest Capital Management Inc136$13.6K0.01%-30713F-HRTimeline
Topsail Wealth Management, LLC134$13.4K<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.132$13.2K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC130$13K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC129$12.9K<0.01%+4713F-HRTimeline
REAP Financial Group, LLC126$12.6K<0.01%new13F-HRTimeline
CITY HOLDING CO118$11.8K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC117$11.7K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC108$10.8K<0.01%013F-HRTimeline
Family Legacy Financial Solutions, LLC107$10.7K0.01%-13613F-HRTimeline
Independence Bank of Kentucky100$9.99K<0.01%013F-HRTimeline
Missouri Trust & Investment Co100$9.99K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC97$9.76K<0.01%013F-HRTimeline
Bullock Wealth Management Group96$9.62K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC94$9.39K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.93$9.29K<0.01%+2513F-HRTimeline
Harbor Asset Planning, Inc.89$8.87K0.01%+113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.78$7.8K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp77$7.7K<0.01%-88813F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.74$7.43K<0.01%new13F-HRTimeline
Nemes Rush Group LLC70$7K<0.01%013F-HRTimeline
Crewe Advisors LLC67$6.7K<0.01%-3613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…62$6.2K<0.01%013F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC55$5.5K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.54$5.4K<0.01%013F-HRTimeline
ATWOOD & PALMER INC53$5.3K<0.01%new13F-HRTimeline
City State Bank48$4.8K<0.01%013F-HRTimeline
Financial Life Planners45$4.5K<0.01%new13F-HRTimeline
Rossby Financial, LCC40$4.01K<0.01%013F-HRTimeline
MTM Investment Management, LLC40$4K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC37$3.7K<0.01%new13F-HRTimeline
MMA ASSET MANAGEMENT LLC37$3.65K<0.01%new13F-HRTimeline
Rice Partnership, LLC35$3.5K<0.01%new13F-HRTimeline
Realta Investment Advisors34$3.4K<0.01%-17913F-HRTimeline
Central Pacific Bank - Trust Division31$3.1K<0.01%013F-HRTimeline
WFA Asset Management Corp32$3.06K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC30$3.01K<0.01%+2613F-HRTimeline
VALLEY NATIONAL ADVISERS INC37$3K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC29$2.9K<0.01%-34913F-HRTimeline
Prudent Man Investment Management, Inc.31$2.87K<0.01%013F-HRTimeline
Tripletail Wealth Management, LLC28$2.83K<0.01%new13F-HRTimeline
Wealth Watch Advisors, INC22$2.2K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.22$2.2K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp16$1.6K<0.01%013F-HRTimeline
Root Financial Partners, LLC15$1.5K<0.01%new13F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC13$1.3K<0.01%013F-HRTimeline
CENTRAL TRUST Co11$1.1K<0.01%013F-HRTimeline
Copia Wealth Management7$700<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC6$600<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN3$324<0.01%013F-HRTimeline
Kilter Group LLC2$221<0.01%-113F-HRTimeline
Disciplina Capital Management LLC2$167<0.01%013F-HRTimeline
Coston, McIsaac & Partners10$00%013F-HRTimelineValue filed as zero, left out of ratios.