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Disclosery

IUSV ISHARES TR

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SHS (fund)

781 managers (793 13F filers) reported a position in IUSV shares at 2026-03-31, 196,627,879 shares in all. 56 filers opened a position and 56 filers sold out during the quarter.

Managers
781
13F filers
793
New
56
Added
286
Reduced
243
Sold out
56
Shares held by filers
196,627,879

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Gibson Capital, LLC2,106$215K0.04%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC2,105$215K0.03%013F-HRTimeline
Fiduciary Group, LLC2,100$215K0.02%013F-HRTimeline
JMN Financial LLC2,043$209K0.21%+8213F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,032$208K<0.01%-24513F-HRTimelineGroup
Values Added Financial LLC2,031$208K0.09%013F-HRTimeline
Financial Solutions Advisory Group, Inc.2,025$207K0.03%13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC2,025$207K0.08%+813F-HRTimeline
Proficio Capital Partners LLC2,022$207K0.01%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC2,022$207K0.06%new13F-HRTimeline
MCF Advisors LLC2,008$205K0.01%013F-HRTimeline
SIMON QUICK ADVISORS, LLC2,001$205K0.01%+813F-HRTimeline
Marble Harbor Investment Counsel, LLC2,000$204K0.02%013F-HRTimeline
Discipline Wealth Solutions, LLC2,000$204K0.02%013F-HRTimeline
Scarborough Advisors, LLC1,995$204K0.02%new13F-HRTimeline
Riverstone Advisors, LLC1,993$204K0.1%new13F-HRTimeline
Collaborative Wealth Managment Inc.1,993$204K0.09%-17613F-HRTimeline
Keystone Financial Group1,984$203K0.01%new13F-HRTimeline
ELEMENT POINTE ADVISORS, LLC1,983$203K0.04%013F-HRTimeline
Chicago Partners Investment Group LLC1,899$203K<0.01%new13F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC1,979$202K0.14%+613F-HRTimeline
Kovack Advisors, Inc.1,959$200K0.01%-10213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,858$190K0.01%+213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,809$185K0.01%-34213F-HR/ATimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…1,808$185K0.08%+1,46413F-HRTimeline
Qube Research & Technologies Ltd1,807$185K<0.01%-4,14613F-HRTimeline
Financial Perspectives, Inc1,768$181K0.05%+713F-HRTimeline
FIRST FINANCIAL CORP /IN/1,759$180K0.07%013F-HRTimeline
WealthShield Partners, LLC1,756$180K0.02%+613F-HRTimeline
Keystone Financial Group, Inc.1,751$179K0.09%+713F-HRTimeline
Fourth Dimension Wealth, LLC1,740$178K0.07%-10913F-HRTimeline
CURIO WEALTH, LLC1,674$171K0.06%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,672$171K<0.01%+50113F-HRTimelineGroup
Birchwood Financial Partners, Inc.1,560$159K0.15%+113F-HRTimeline
Aptus Capital Advisors, LLC1,518$155K<0.01%-9613F-HRTimeline
Hoese & Co LLP1,500$153K0.11%013F-HRTimeline
Clearstead Advisors, LLC1,490$152K<0.01%013F-HRTimeline
Archer Investment Corp1,463$150K0.03%+1,34013F-HRTimeline
Avion Wealth1,441$147K0.03%013F-HRTimeline
CoreCap Advisors, LLC1,375$141K<0.01%-15613F-HRTimeline
CBIZ Investment Advisory Services, LLC1,329$136K<0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,327$136K<0.01%new13F-HRTimeline
TD Capital Management LLC1,325$135K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.1,295$132K0.05%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,238$127K0.04%+29313F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,228$126K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,165$119K0.01%-98613F-HRTimelineGroup
IMG Wealth Management, Inc.1,138$116K0.07%013F-HRTimeline
Rosenberg Matthew Hamilton1,119$114K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…1,084$111K0.01%013F-HRTimeline
Park Place Capital Corp968$99K0.02%+413F-HRTimeline
Anchor Investment Management, LLC938$95.9K0.01%-20913F-HRTimeline
Smartleaf Asset Management LLC935$93.9K<0.01%-66813F-HRTimeline
AlphaCore Capital LLC900$92.1K<0.01%-15513F-HRTimeline
Quantbot Technologies LP897$91.7K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC896$91.7K0.02%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…887$90.7K0.01%013F-HRTimeline
Rossmore Private Capital880$90K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC818$83.6K0.01%013F-HRTimeline
Ankerstar Wealth, LLC781$79.9K0.08%-30013F-HRTimeline
Federation des caisses Desjardins du Qu…773$79K<0.01%013F-HRTimeline
FIRST HORIZON CORP754$77.1K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC724$74K0.01%+313F-HRTimeline
Pacific Center for Financial Services709$72.5K0.02%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC689$70.5K<0.01%013F-HRTimelineGroup
Abound Wealth Management657$67.2K0.02%+113F-HRTimeline
ABOUND FINANCIAL, LLC650$66.5K0.03%-15613F-HRTimeline
Truvestments Capital LLC650$66.5K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC611$65.7K<0.01%013F-HRTimeline
Finley Financial, LLC640$65.4K0.03%013F-HRTimeline
Morton Brown Family Wealth, LLC578$59.1K0.02%013F-HRTimeline
Sage Mountain Advisors LLC560$57.2K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources523$53.5K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC519$53.1K<0.01%013F-HRTimeline
Perkins Coie Trust Co512$52.4K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC505$51.6K0.01%013F-HRTimeline
SJS Investment Consulting Inc.501$51.2K0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC500$51.1K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC495$50.6K<0.01%+28313F-HRTimeline
Winthrop Capital Management, LLC488$50K0.01%013F-HRTimeline
TSFG, LLC487$50K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.476$48.7K0.02%new13F-HRTimeline
Darwin Wealth Management, LLC470$48.1K0.01%new13F-HRTimeline
Atomic Invest LLC474$47.6K0.02%-7613F-HRTimeline
1 NORTH WEALTH SERVICES LLC450$46K0.02%-45013F-HRTimeline
Smallwood Wealth Investment Management,…444$45.5K0.02%013F-HRTimeline
MATHER GROUP, LLC.444$45.4K<0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC442$45.2K0.03%013F-HRTimeline
MidFirst Bank434$44.4K<0.01%-2313F-HRTimeline
True Link Financial Advisors, LLC407$41.6K<0.01%new13F-HR/ATimeline
LANARK FINANCIAL, INC.400$40.9K<0.01%013F-HRTimeline
Hickory Point Bank & Trust400$40.9K0.03%new13F-HRTimeline
Vision Retirement, LLC396$40.5K0.01%+213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC384$39.3K0.01%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC375$38.3K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.356$36.4K0.01%new13F-HRTimeline
Kings Path Partners LLC351$35.9K0.01%-14813F-HR/ATimeline
SHP Wealth Management334$34.2K<0.01%-7313F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…322$32.9K0.02%013F-HRTimeline
Mechanics Financial Corp317$32.4K0.01%013F-HRTimeline
NCP Inc.290$29.7K0.05%013F-HRTimeline
Smithfield Trust Co282$29K<0.01%013F-HRTimeline
DT Investment Partners, LLC283$28.9K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.281$28.7K<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.281$28.7K0.02%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC259$26.5K<0.01%-2113F-HRTimeline
Bell Investment Advisors, Inc258$26.4K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC250$25.6K<0.01%013F-HRTimeline
CNB Bank250$25.6K0.01%013F-HRTimeline
Sherman Asset Management, Inc.240$24.5K0.02%013F-HRTimeline
IAG Wealth Partners, LLC236$24.1K<0.01%-93713F-HRTimeline
Legacies Wealth LLC230$23.5K0.01%-10813F-HRTimeline
PITTENGER & ANDERSON INC216$22.1K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.214$21.9K0.01%013F-HRTimeline
Caldwell Trust Co201$20.6K<0.01%-7013F-HRTimeline
Nemes Rush Group LLC195$19.9K<0.01%+12513F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.185$18.9K<0.01%+3513F-HRTimeline
Silver Grove Financial Group, Inc.185$18.9K0.02%new13F-HRTimeline
Viewpoint Capital Management LLC180$18.4K0.01%013F-HRTimeline
Crews Bank & Trust180$18.4K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC174$17.8K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC172$17.6K0.01%013F-HRTimeline
Bullock Wealth Management Group171$17.5K0.01%+7513F-HRTimeline
NFSG Corp164$16.8K<0.01%013F-HRTimeline
MOTCO159$16.3K<0.01%-12613F-HRTimeline
SITTNER & NELSON, LLC158$16.2K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC153$16K<0.01%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC151$15.4K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC150$15.3K<0.01%013F-HRTimeline
Root Financial Partners, LLC148$15.1K<0.01%-6213F-HRTimeline
JPL Wealth Management, LLC148$15.1K<0.01%new13F-HR/ATimeline
Topsail Wealth Management, LLC134$13.7K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.132$13.5K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC130$13.3K0.01%013F-HRTimeline
Signature Equity Partners, LLC130$13.3K0.01%+113F-HRTimeline
BARRETT & COMPANY, INC.123$12.6K<0.01%013F-HRTimeline
CITY HOLDING CO118$12.1K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC117$12K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC108$11K<0.01%013F-HRTimeline
CENTRAL TRUST Co102$10.4K<0.01%+9113F-HRTimeline
Independence Bank of Kentucky100$10.2K<0.01%013F-HRTimeline
Destiny Wealth Partners, LLC100$10.2K<0.01%new13F-HRTimeline
Missouri Trust & Investment Co100$10.2K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC97$9.95K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.90$9.15K0.01%+113F-HRTimeline
Gunpowder Capital Management, LLC dba O…86$8.79K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC82$8.38K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.78$7.98K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp77$7.87K<0.01%013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.75$7.67K<0.01%013F-HRTimeline
Olistico Wealth, LLC72$7.36K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC69$7.02K<0.01%+113F-HRTimeline
AdvisorNet Financial, Inc64$6.54K<0.01%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC55$5.62K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.54$5.52K<0.01%013F-HRTimeline
ATWOOD & PALMER INC53$5.42K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…48$4.91K<0.01%-1413F-HRTimelineGroup
City State Bank48$4.91K<0.01%013F-HRTimeline
Financial Life Planners45$4.65K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS45$4.6K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC40$4.1K<0.01%013F-HRTimeline
MTM Investment Management, LLC40$4.09K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.39$3.99K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC37$3.78K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…35$3.58K<0.01%+2613F-HRTimelineGroup
Realta Investment Advisors34$3.48K<0.01%-17913F-HRTimeline
Prudent Man Investment Management, Inc.31$3.18K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division31$3.17K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC37$3K<0.01%013F-HRTimeline
HM PAYSON & CO29$2.97K<0.01%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC29$2.96K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC28$2.86K<0.01%013F-HRTimeline
Monetary Solutions, Ltd23$2.35K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.21$2.15K<0.01%013F-HRTimeline
Fairscale Capital, LLC21$2.15K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp16$1.64K<0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC7$716<0.01%new13F-HRTimeline
Register Financial Advisors LLC7$716<0.01%new13F-HRTimeline
Copia Wealth Management7$716<0.01%-113F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN3$332<0.01%013F-HRTimeline
Kilter Group LLC2$228<0.01%013F-HRTimeline