Skip to content
Disclosery

IUSV ISHARES TR

Follow

SHS (fund)

717 managers (726 13F filers) reported a position in IUSV shares at 2024-12-31, 169,620,671 shares in all. 45 filers opened a position and 44 filers sold out during the quarter.

Managers
717
13F filers
726
New
45
Added
269
Reduced
209
Sold out
44
Shares held by filers
169,620,671

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/71,600,707$6.63B0.61%+6,014,15313F-HRTimelineGroup
LPL Financial LLC13,821,490$1.28B0.52%+469,41113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,254,282$857M0.06%+619,48213F-HR/ATimelineGroup
Blue Trust, Inc.4,654,639$431M5.52%-260,16813F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,416,155$409M+200,805Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,306,885$399M0.38%+422,70613F-HRTimelineGroup
SIGNATUREFD, LLC4,287,021$397M7.53%-21,34513F-HRTimeline
ASPIRIANT, LLC3,266,064$302M10.92%+396,15813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding3,064,242$284M+420,546Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,976,810$183M0.01%+114,33713F-HRTimelineGroup
Merit Financial Group, LLC1,803,053$167M3%-563,54513F-HRTimeline
UBS Group AGin group UBS Group AG1,642,184$152M0.03%+16,95313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,586,273$147M<0.01%+118,50613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,533,532$142M0.21%+76,84613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,413,157$131M0.05%13F-HR/ATimelineGroup
Auto-Owners Insurance Coin group Auto-Owners Insurance Co1,354,000$125M2.85%+490,00013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,313,948$122M0.03%+80,48313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,131,772$105M0.02%+97,86513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,079,686$100M0.29%-79,07413F-HRTimeline
Modera Wealth Management, LLC986,881$91.4M1.1%+10,64213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC881,337$81.6M1.17%+47,14113F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…720,703$66.7M6.57%+22,33313F-HRTimelineGroup
CWM, LLCin group CWM, LLC696,069$64.4M0.27%-5,15713F-HRTimelineGroup
Venturi Wealth Management, LLC695,222$64.4M3.17%-340,80913F-HRTimeline
HighTower Advisors, LLC671,598$62.2M0.09%-92,75713F-HRTimeline
McGlone Suttner Wealth Management, Inc.580,423$53.7M8.97%+137,69513F-HRTimeline
Tanglewood Legacy Advisors, LLC576,116$53.3M22.8%+20,44113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…571,215$52.9M0.04%+7,97513F-HRTimelineGroup
Allworth Financial LP545,572$51.7M0.28%-22,02013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers551,130$51M0.1%+71,76613F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …515,658$47.7M0.08%+7,84013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.476,227$44.1M0.1%+33,30513F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…474,028$43.9M0.08%-1,79813F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…473,816$43.9M0.04%+8,34713F-HRTimelineGroup
FMR LLCin group FMR LLC462,854$42.9M<0.01%+5,21613F-HRTimelineGroup
Townsend & Associates, Inc446,118$42.4M4.34%-2,86413F-HRTimeline
Cetera Investment Advisers456,457$42.3M0.09%+5,42413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding441,850$40.9M-23,370Timeline
GDS Wealth Management418,271$38.7M3.53%-34,24213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC407,620$37.7M0.01%+11,94213F-HRTimelineGroup
Nadler Financial Group, Inc.406,213$37.6M3.96%+13,80313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC374,806$34.7M0.01%+35,73813F-HRTimelineGroup
Sandy Spring Bank363,711$33.7M1.36%-3,22713F-HRTimeline
Veracity Capital LLC361,234$33.4M12.17%+15,48513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.351,707$32.6M0.57%+10,44713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC337,046$31.2M0.7%+14,51113F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP314,115$29.1M0.05%-499,01913F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC313,696$29M1.53%+53,97213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.305,712$28.3M0.18%+7,92713F-HRTimeline
Private Advisor Group, LLC285,256$26.4M0.15%+23513F-HRTimeline
ForthRight Wealth Management, LLC281,555$26.1M8.69%+19813F-HRTimeline
Americana Partners, LLC277,327$25.7M1.05%-19,44213F-HRTimeline
MML INVESTORS SERVICES, LLC274,612$25.4M0.09%+16,48113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV271,437$25.1M0.06%+212,36013F-HRTimeline
Drake & Associates, LLC263,047$24.8M7.06%+15,08713F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC266,348$24.7M13.64%+5,07313F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC263,416$24.4M0.34%+192,37113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP260,393$24.1M0.04%+157,59313F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC260,038$24.1M0.42%+19,10413F-HRTimelineGroup
Cambridge Investment Research Advisors,…253,707$23.5M0.08%+14,04113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.248,239$23M0.04%+64,59713F-HRTimelineGroup
DDFG, Inc241,254$22.3M6.45%+13,71313F-HRTimeline
Madison Wealth Partners, Inc241,203$22.3M6.24%+2,81313F-HRTimeline
HOWE & RUSLING INC237,469$22M1.9%+18,92213F-HRTimeline
Sanctuary Advisors, LLC220,774$21.2M0.13%-3,21213F-HRTimeline
Garde Capital, Inc.227,269$21M1.39%+2,85813F-HRTimeline
Petix & Botte Co222,822$20.6M5.43%-81,40713F-HRTimeline
PCA Investment Advisory Services Inc.221,089$20.5M9.48%+40,89113F-HRTimeline
Weil Company, Inc.219,322$20.3M7.03%+44,01513F-HRTimeline
Steele Capital Management, Inc.212,322$19.7M1.02%+4,99713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV200,545$18.6M1.51%+16,30913F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.203,387$18.6M9.16%-413F-HRTimeline
SkyOak Wealth, LLC199,338$18.5M3.95%+1,98513F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich178,620$18.3M0.06%+12,34113F-HRTimeline
Trek Financial, LLC190,860$17.7M1.32%-115,32513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.183,581$17M0.16%-26,49113F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC182,327$16.9M0.47%+10,72213F-HRTimeline
Atria Investments, Inc177,923$16.5M0.21%-7,78413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…177,379$16.4M0.57%+52,05413F-HRTimelineGroup
Strategies Wealth Advisors, LLC166,758$15.8M1.97%-2,89113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP168,688$15.6M0.02%+25,27613F-HRTimelineGroup
Richard W. Paul & Associates, LLC161,459$14.9M5.45%+16313F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd160,852$14.9M0.3%new13F-HRTimelineGroup
Crescent Grove Advisors, LLC158,432$14.7M1.45%+3,27013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…157,935$14.6M0.03%+7,50313F-HR/ATimeline
CENTAURUS FINANCIAL, INC.155,297$14.4M0.88%-2,98513F-HRTimeline
Global Strategic Investment Solutions, …147,266$13.6M1.6%-13,76913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding143,421$13.3M+2,873Timeline
Cosner Financial Group, LLC142,137$13.2M8.34%+1,51213F-HRTimeline
High Probability Advisors, LLC141,389$13.1M2.35%+2,14613F-HRTimeline
Financial Partners Group, Inc140,442$13M1.9%+90,56513F-HRTimeline
MFA WEALTH ADVISORS, LLC138,499$12.8M3.28%+11,06613F-HRTimeline
Tortoise Investment Management, LLC137,524$12.7M1.34%-3,19913F-HR/ATimeline
LaSalle St. Investment Advisors, LLC136,913$12.7M3.93%+4,20513F-HRTimeline
Eaton Financial Holdings Company, LLC136,074$12.6M4.85%-1,38213F-HRTimeline
Carl P. Sherr & Co., LLC134,509$12.5M6.54%+1,69613F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC134,200$12.4M12.35%13F-HRTimeline
Financial Advocates Investment Manageme…134,068$12.4M0.71%-13,57913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…133,446$12.4M0.03%+5,80213F-HRTimelineGroup
Creative Planningin group Creative Planning133,018$12.3M0.01%+9,02313F-HRTimelineGroup
Salus Financial Advisors, LLC131,141$12.1M9.51%13F-HRTimeline
Birchcreek Wealth Management, LLC128,982$11.9M7.5%+6,16113F-HRTimeline
Per Stirling Capital Management, LLC.128,368$11.9M1.69%+3,77513F-HRTimeline
Sigma Planning Corp125,729$11.6M0.37%+7,61813F-HRTimeline
Certified Advisory Corp121,837$11.3M1.22%+96113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…120,997$11.2M0.09%-1,14413F-HRTimelineGroup
Amplius Wealth Advisors, LLC120,044$11.1M1.14%-1,77513F-HRTimeline
Roberts Financial Services LLC119,327$11M2.08%+2,01413F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co118,482$11M<0.01%-14,27713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…117,279$10.9M0.29%+4,75713F-HRTimelineGroup
Symphony Financial, Ltd. Co.112,553$10.6M1.67%+26213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC114,727$10.6M0.08%-5,87913F-HRTimelineGroup
Atria Wealth Solutions, Inc.114,283$10.6M0.12%-200,21113F-HRTimeline
Lutz Financial Services LLC113,319$10.5M0.85%-95313F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…113,177$10.5M1.49%+98,24613F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…113,127$10.5M2.05%-78213F-HRTimelineGroup
Integrated Wealth Concepts LLC110,611$10.2M0.12%-46613F-HRTimeline
Synergy Investment Management, LLC108,993$10.1M4.34%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…105,722$9.79M0.01%new13F-HRTimelineGroup
Quent Capital, LLC102,878$9.53M0.99%+1,32213F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC100,396$9.3M7.88%+3,11513F-HRTimeline
Modern Wealth Management, LLC98,317$9.1M0.34%+74,81413F-HR/ATimeline
Dynamic Advisor Solutions LLC98,284$9.1M0.39%-82613F-HRTimeline
Main Street Financial Solutions, LLC97,160$9M0.89%+6,20213F-HRTimeline
SAPIENT CAPITAL LLC95,323$8.83M0.17%013F-HRTimeline
Financial Council, LLC91,203$8.44M4.35%-2313F-HRTimeline
Eldridge Investment Advisors, Inc.90,685$8.4M1.95%+79913F-HRTimeline
COREPATH WEALTH PARTNERS LLC90,443$8.36M8.15%+3,54813F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC87,296$8.08M0.13%+51313F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.86,060$7.97M<0.01%+3,07413F-HRTimeline
Columbus Macro, LLC83,509$7.73M1.07%+40,18013F-HRTimeline
Mariner, LLCin group Mariner, LLC82,684$7.66M0.01%+5,46513F-HRTimelineGroup
Charter Oak Capital Management, LLC80,374$7.44M0.69%+72713F-HRTimeline
BEAM WEALTH ADVISORS, INC.79,912$7.4M2.34%-1,42413F-HRTimeline
OneDigital Investment Advisors LLC79,605$7.37M0.09%+11,35513F-HRTimeline
HighMark Wealth Management LLC78,243$7.24M4.16%-1,10613F-HRTimeline
Integrated Advisors Network LLC75,946$7.03M0.34%+34,68913F-HRTimeline
Foundry Financial Group, Inc.75,722$7.01M4.34%-60713F-HRTimeline
MOTIVE WEALTH ADVISORS75,621$7M3.76%-48113F-HRTimeline
STEVENS CAPITAL PARTNERS74,784$6.92M3.14%+54613F-HRTimeline
Financial Engines Advisors L.L.C.73,718$6.83M0.01%+52,78513F-HRTimeline
TUDOR INVESTMENT CORP ET AL73,125$6.77M0.07%+7,25513F-HRTimeline
Edge Capital Group, LLC71,952$6.66M0.34%-1,36413F-HRTimeline
LEGACY SOLUTIONS, LLC69,735$6.46M7.04%13F-HRTimeline
Janney Montgomery Scott LLC69,220$6.41M0.02%+8,86113F-HRTimeline
COMERICA BANK67,308$6.23M0.03%+20,17513F-HR/ATimeline
EQUITY INVESTMENT CORP66,706$6.18M0.14%+40,33413F-HRTimeline
Canvas Wealth Advisors, LLC66,481$6.16M1.55%+3,03713F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK65,841$6.1M0.2%-11,12613F-HRTimelineGroup
Alpha Zero LLC65,394$6.05M4.62%13F-HRTimeline
PrairieView Partners, LLC63,627$5.89M0.62%-2,59613F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…62,362$5.77M0.01%-10413F-HRTimelineGroup
Able Wealth Management LLC61,663$5.71M3.75%+2,69713F-HRTimeline
IFG Advisory, LLC61,549$5.7M0.32%+10,19713F-HRTimeline
Zuckerman Investment Group, LLC59,930$5.68M0.55%+5,47613F-HRTimeline
TD Waterhouse Canada Inc.61,020$5.65M0.05%+5,27913F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC60,561$5.61M3.71%-45413F-HRTimeline
USAdvisors Wealth Management, LLC60,281$5.58M1.81%-2,75413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management60,032$5.56M0.17%-57513F-HRTimelineGroup
Elm Partners Management LLC59,101$5.47M0.37%+7,88313F-HRTimeline
180 WEALTH ADVISORS, LLC58,286$5.4M0.85%-94913F-HRTimeline
ROVIN CAPITAL /UT/ /ADV57,352$5.31M1.91%-17,30913F-HRTimeline
Variant Private Wealth, LLC57,205$5.3M5.05%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS56,636$5.24M0.01%-13913F-HRTimeline
Canandaigua National Trust Co of Florida55,651$5.15M4.02%+95613F-HRTimeline
IHT Wealth Management, LLC54,585$5.05M0.16%+3,24113F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC54,270$5.02M0.22%013F-HRTimeline
Global Retirement Partners, LLC53,843$4.99M0.14%-1,15013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\53,125$4.92M0.01%-4,00513F-HRTimelineGroup
Mutual Advisors, LLC52,295$4.9M0.14%+2,48013F-HRTimeline
Valmark Advisers, Inc.52,226$4.84M0.07%+5,53913F-HRTimeline
Sunbelt Securities, Inc.51,838$4.8M0.42%+4,04913F-HRTimeline
Perigon Wealth Management, LLC49,857$4.67M0.11%+43613F-HRTimeline
Eley Financial Management, Inc50,167$4.64M1.81%-1,20213F-HRTimeline
Breakwater Capital Group50,159$4.64M0.92%-65013F-HRTimeline
Forefront Wealth Partners, LLC50,069$4.64M3.45%13F-HRTimeline
Asset Management Group, Inc.47,346$4.38M0.78%+26813F-HRTimeline
Independent Advisor Alliance46,916$4.34M0.06%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp46,583$4.31M0.01%-9,67113F-HRTimelineGroup
Robertson Stephens Wealth Management, L…46,538$4.31M0.15%-36,11513F-HRTimeline
Old Mission Investment Co LLC44,912$4.16M1.24%-11313F-HRTimeline
Cresset Asset Management, LLC43,811$4.06M0.02%+3,60813F-HRTimeline
NewEdge Advisors, LLC42,755$3.96M0.02%+5,17313F-HRTimeline
BAILARD, INC.41,668$3.86M0.1%-1,18213F-HRTimeline
Vantage Financial Partners, LLC41,162$3.81M0.95%+85613F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…40,303$3.73M0.21%+24813F-HRTimeline
Wealth Management Partners, LLC39,585$3.67M1.58%-3,03113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …39,055$3.62M0.29%-1,18013F-HR/ATimeline
MGO ONE SEVEN LLC38,897$3.6M0.14%+1,90913F-HRTimeline
&PARTNERS38,388$3.56M0.04%+4,53213F-HRTimeline
EP Wealth Advisors, LLC37,772$3.5M0.03%+1,40913F-HRTimeline
NorthCoast Asset Management LLC37,353$3.46M0.02%+19,51513F-HR/ATimeline
WJ Wealth Management, LLC36,994$3.43M1.18%-19,28413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED36,721$3.4M0.32%-27,18713F-HRTimeline
Summit Wealth Partners, LLC36,434$3.37M0.69%+1,99413F-HRTimeline
Leonard Rickey Investment Advisors P.L.…35,879$3.32M0.76%-51113F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC35,793$3.31M0.76%+24513F-HRTimeline
Greenline Partners, LLC35,658$3.3M0.46%013F-HRTimeline
RDA Financial Network35,581$3.29M0.96%+33313F-HRTimeline
Summit Financial, LLC34,182$3.16M0.11%+2,72813F-HRTimeline