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Disclosery

IUSV ISHARES TR

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SHS (fund)

788 managers (800 13F filers) reported a position in IUSV shares at 2025-12-31, 193,873,441 shares in all. 65 filers opened a position and 44 filers sold out during the quarter.

Managers
788
13F filers
800
New
65
Added
280
Reduced
233
Sold out
44
Shares held by filers
193,873,441

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Watchman Group, Inc.2,138$219K0.05%013F-HRTimeline
Gibson Capital, LLC2,106$216K0.04%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC2,105$216K0.03%013F-HRTimeline
Verum Partners LLC2,105$216K0.04%-2913F-HRTimeline
Fiduciary Group, LLC2,100$215K0.02%013F-HRTimeline
Long Run Wealth Advisors, LLC2,084$214K0.04%+1113F-HRTimeline
Kovack Advisors, Inc.2,061$211K0.01%new13F-HR/ATimeline
Oxbow Advisors, LLC2,061$211K0.02%013F-HRTimeline
Values Added Financial LLC2,031$208K0.09%013F-HRTimeline
Proficio Capital Partners LLC2,022$207K0.01%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC2,017$207K0.08%+1113F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC2,013$206K0.01%013F-HRTimelineGroup
NorthRock Partners, LLC2,011$206K<0.01%-52513F-HRTimeline
MCF Advisors LLC2,008$206K0.01%013F-HRTimeline
Marble Harbor Investment Counsel, LLC2,000$205K0.02%new13F-HRTimeline
Discipline Wealth Solutions, LLC2,000$205K0.04%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC1,993$204K0.01%new13F-HRTimeline
ELEMENT POINTE ADVISORS, LLC1,983$203K0.04%new13F-HRTimeline
Krilogy Financial LLC1,928$203K0.01%new13F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC1,973$202K0.14%new13F-HRTimeline
Headland Capital, LLC1,968$202K0.06%new13F-HRTimeline
JMN Financial LLC1,961$201K0.2%13F-HRTimeline
Three Magnolias Financial Advisors, LLC1,960$201K0.12%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,856$190K0.01%-24813F-HRTimeline
Fourth Dimension Wealth, LLC1,849$190K0.07%-26213F-HRTimeline
Financial Perspectives, Inc1,761$181K0.05%+913F-HRTimeline
FIRST FINANCIAL CORP /IN/1,759$180K0.07%013F-HRTimeline
WealthShield Partners, LLC1,750$179K0.02%013F-HRTimeline
Keystone Financial Group, Inc.1,744$179K0.09%+913F-HRTimeline
CURIO WEALTH, LLC1,674$174K0.06%013F-HRTimeline
Smartleaf Asset Management LLC1,603$166K0.01%+1,03213F-HRTimeline
Aptus Capital Advisors, LLC1,614$166K<0.01%-4513F-HRTimeline
Birchwood Financial Partners, Inc.1,559$160K0.16%13F-HRTimeline
CoreCap Advisors, LLC1,531$157K0.01%-53913F-HRTimeline
Hoese & Co LLP1,500$154K0.11%new13F-HRTimeline
Clearstead Advisors, LLC1,490$153K<0.01%013F-HRTimeline
Avion Wealth1,441$147K0.03%-5813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,405$144K<0.01%-10113F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC1,329$136K0.01%+10013F-HRTimeline
TD Capital Management LLC1,325$136K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.1,295$133K0.05%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,228$126K<0.01%-15113F-HRTimeline
IAG Wealth Partners, LLC1,173$120K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,171$120K<0.01%013F-HRTimelineGroup
LIBERTY ONE INVESTMENT MANAGEMENT, LLC1,169$120K0.02%-16,59213F-HRTimeline
Anchor Investment Management, LLC1,147$118K0.01%-113F-HRTimeline
IMG Wealth Management, Inc.1,138$117K0.07%013F-HRTimeline
Rosenberg Matthew Hamilton1,119$115K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…1,084$111K0.01%013F-HRTimeline
Stephens Consulting, LLC1,082$111K0.04%013F-HRTimeline
Ankerstar Wealth, LLC1,081$111K0.11%13F-HRTimeline
AlphaCore Capital LLC1,055$108K<0.01%+13213F-HRTimeline
Park Place Capital Corp964$98.9K0.02%+513F-HRTimeline
Glass Jacobson Investment Advisors llc945$96.9K0.03%+16513F-HRTimeline
1 NORTH WEALTH SERVICES LLC900$92.3K0.03%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…887$91K<0.01%-2,30013F-HRTimeline
Rossmore Private Capital880$90.2K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC818$83.9K0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC806$82.6K0.03%new13F-HR/ATimeline
Federation des caisses Desjardins du Qu…773$79.3K<0.01%013F-HRTimeline
FIRST HORIZON CORP754$77.3K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC721$74K0.01%+3713F-HRTimeline
Pacific Center for Financial Services709$70.9K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC689$70.7K<0.01%+25513F-HRTimelineGroup
Essential Partners LLC660$67.7K0.02%new13F-HRTimeline
Abound Wealth Management656$67.2K0.02%+213F-HRTimeline
Truvestments Capital LLC650$66.7K0.01%013F-HRTimeline
Finley Financial, LLC640$65.6K0.03%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC611$62.7K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC578$59.3K0.02%013F-HRTimeline
Sage Mountain Advisors LLC560$57.4K<0.01%-6713F-HRTimeline
Atomic Invest LLC550$56.8K0.03%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources523$53.6K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC519$53.2K<0.01%013F-HRTimeline
Perkins Coie Trust Co512$52.5K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC505$51.8K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners504$51.7K0.01%+213F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC500$51.3K0.01%013F-HRTimelineGroup
Kings Path Partners LLC499$51.2K0.02%-12813F-HRTimeline
HHM Wealth Advisors, LLC488$50K0.01%-4013F-HRTimeline
Winthrop Capital Management, LLC488$50K0.01%013F-HRTimeline
TSFG, LLC487$50K0.01%013F-HRTimeline
American Wealth Advisors, LLC473$48.5K0.05%+213F-HRTimeline
MidFirst Bank457$46.9K<0.01%13F-HRTimeline
Quattro Advisors LLC446$45.7K0.04%13F-HRTimeline
Smallwood Wealth Investment Management,…444$45.6K0.02%013F-HRTimeline
Hilton Head Capital Partners, LLC442$45.3K0.03%13F-HRTimeline
Bank of New Hampshire423$43.4K0.01%013F-HRTimeline
SHP Wealth Management407$41.7K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.400$41K<0.01%013F-HRTimeline
Vision Retirement, LLC394$40.4K0.01%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC384$39.4K0.01%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC375$38.5K<0.01%013F-HRTimeline
Garton & Associates Financial Advisors …360$36.9K0.02%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…344$35.3K0.01%new13F-HRTimeline
Pacifica Partners Inc.340$35K0.02%013F-HRTimeline
Motiv8 Investments LLC342$35K0.02%new13F-HRTimeline
Legacies Wealth LLC338$34.7K0.02%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…322$33K0.02%013F-HRTimeline
Mechanics Financial Corp317$32.5K0.01%013F-HRTimeline
Ransom Advisory, Ltd300$30.8K0.01%new13F-HRTimeline
NCP Inc.290$29.7K0.02%new13F-HRTimeline
MOTCO285$29.2K<0.01%new13F-HRTimeline
Premier Financial Group282$29.1K0.01%new13F-HRTimeline
DT Investment Partners, LLC283$29K<0.01%013F-HRTimeline
Smithfield Trust Co282$29K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.281$28.8K0.02%+1713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC280$28.7K<0.01%013F-HRTimeline
Caldwell Trust Co271$27.8K<0.01%-26813F-HRTimeline
Bell Investment Advisors, Inc258$26.5K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC250$25.6K<0.01%-31613F-HRTimeline
CNB Bank250$25.6K0.01%013F-HRTimeline
Sherman Asset Management, Inc.240$24.6K0.02%013F-HRTimeline
SageView Advisory Group, LLC224$23K<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.216$22.1K0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.214$21.9K0.01%013F-HRTimeline
Realta Investment Advisors213$21.8K0.01%+17913F-HRTimeline
GAMMA Investing LLC212$21.7K<0.01%013F-HRTimeline
Root Financial Partners, LLC210$21.5K<0.01%+19513F-HRTimeline
OPTIMA CAPITAL LLC193$19.8K0.01%new13F-HRTimeline
AFFINITY WEALTH LLC191$19.6K0.01%new13F-HRTimeline
COUNTRY TRUST BANK190$19.5K<0.01%new13F-HRTimeline
Viewpoint Capital Management LLC180$18.5K0.01%013F-HRTimeline
Crews Bank & Trust180$18.5K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC174$17.8K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC172$17.6K0.01%013F-HRTimeline
SITTNER & NELSON, LLC158$17K0.01%013F-HRTimeline
NFSG Corp164$16.8K<0.01%+113F-HRTimeline
Capital Advisors, Ltd. LLC153$16K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.150$15.4K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$15.4K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC144$15.1K<0.01%013F-HRTimeline
Topsail Wealth Management, LLC134$13.7K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.132$13.5K0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC130$13.3K0.01%013F-HRTimeline
Signature Equity Partners, LLC129$13.3K0.01%13F-HRTimeline
BARRETT & COMPANY, INC.123$12.6K<0.01%+3013F-HRTimeline
Archer Investment Corp123$12.6K<0.01%-1813F-HRTimeline
CITY HOLDING CO118$12.1K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC117$12K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC110$11.3K<0.01%-78113F-HRTimeline
N.E.W. Advisory Services LLC108$11.1K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…108$11.1K0.01%new13F-HRTimeline
Independence Bank of Kentucky100$10.3K<0.01%013F-HRTimeline
Missouri Trust & Investment Co100$10.3K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC97$10.1K<0.01%013F-HRTimeline
Bullock Wealth Management Group96$9.84K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.89$9.14K0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…86$8.82K0.01%13F-HRTimeline
Meramec Financial Planners, LLC80$8.61K<0.01%13F-HRTimeline
Glen Eagle Advisors, LLC82$8.41K<0.01%-4713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.78$8K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp77$7.9K<0.01%013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.75$7.67K<0.01%+113F-HRTimeline
Olistico Wealth, LLC72$7.38K<0.01%new13F-HRTimeline
Nemes Rush Group LLC70$7.18K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.70$7.18K<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC68$7.01K<0.01%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…62$6.36K<0.01%013F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC55$5.64K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.54$5.54K<0.01%013F-HRTimeline
ATWOOD & PALMER INC53$5.43K<0.01%013F-HRTimeline
City State Bank48$4.92K<0.01%013F-HRTimeline
MTM Investment Management, LLC40$4.1K<0.01%013F-HRTimeline
Rossby Financial, LCC40$4.1K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.39$4K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC37$3.79K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division31$3.18K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.31$3.18K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC37$3K<0.01%013F-HRTimeline
HM PAYSON & CO29$2.97K<0.01%new13F-HRTimeline
Laurel Wealth Advisors LLC28$2.87K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC28$2.87K<0.01%new13F-HRTimeline
Godfrey Financial Associates, Inc.2,495$2.5K<0.01%13F-HRTimeline
Monetary Solutions, Ltd23$2.36K<0.01%13F-HRTimeline
Align Financial, LLC2,256$2.26K<0.01%13F-HRTimeline
Wealth Watch Advisors, INC22$2.26K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.21$2.15K<0.01%-113F-HRTimeline
Fairscale Capital, LLC21$2.15K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp16$1.64K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC12$1.23K<0.01%-1713F-HRTimeline
CENTRAL TRUST Co11$1.13K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…9$923<0.01%new13F-HRTimelineGroup
Copia Wealth Management8$820<0.01%+113F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN3$333<0.01%013F-HRTimeline
Kilter Group LLC2$228<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC2$205<0.01%-413F-HRTimeline
Disciplina Capital Management LLC2$172<0.01%013F-HRTimeline