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Disclosery

IUSV ISHARES TR

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SHS (fund)

727 managers (736 13F filers) reported a position in IUSV shares at 2025-03-31, 175,340,637 shares in all. 56 filers opened a position and 38 filers sold out during the quarter.

Managers
727
13F filers
736
New
56
Added
289
Reduced
216
Sold out
38
Shares held by filers
175,340,637

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/72,208,229$6.66B0.59%+607,52213F-HRTimelineGroup
LPL Financial LLC14,434,118$1.33B0.52%+612,62813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,179,982$847M0.06%-74,30013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,831,365$442M0.4%+524,48013F-HR/ATimelineGroup
Blue Trust, Inc.4,781,288$441M5.65%+126,64913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,615,392$426M+199,237Timeline
SIGNATUREFD, LLC4,460,480$412M7.8%+173,45913F-HRTimeline
ASPIRIANT, LLC3,527,185$326M11.3%+261,12113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding3,241,235$299M+176,993Timeline
Merit Financial Group, LLC2,409,463$222M3.33%+606,41013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,029,899$187M0.01%+53,08913F-HRTimelineGroup
CHURCHILL MANAGEMENT Corp1,877,261$173M2.2%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,639,748$151M<0.01%+53,47513F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,619,517$149M0.03%-22,66713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,614,854$149M0.21%+81,32213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,415,920$131M0.05%+2,76313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,318,459$122M0.03%+4,51113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,300,057$120M0.03%+168,28513F-HR/ATimelineGroup
Venturi Wealth Management, LLC1,214,358$112M5.84%+519,13613F-HRTimeline
BLAIR WILLIAM & CO/IL1,138,197$105M0.32%+58,51113F-HRTimeline
Modera Wealth Management, LLC1,013,318$93.5M1.27%+26,43713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC972,091$89.7M1.25%+90,75413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP802,848$74.1M0.12%+488,73313F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…800,667$73.9M7.36%+79,96413F-HRTimelineGroup
CWM, LLCin group CWM, LLC686,873$63.4M0.25%-9,19613F-HRTimelineGroup
HighTower Advisors, LLC669,472$61.8M0.08%-2,12613F-HRTimeline
Allworth Financial LP671,899$59.3M0.33%+126,32713F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers628,781$58M0.11%+77,65113F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC609,152$56.2M24.64%+33,03613F-HRTimeline
McGlone Suttner Wealth Management, Inc.594,098$54.8M9%+13,67513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…581,047$53.6M0.03%+9,83213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC564,215$52.1M0.01%+189,40913F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.559,203$51.6M0.12%+82,97613F-HRTimelineGroup
Auto-Owners Insurance Coin group Auto-Owners Insurance Co513,800$48M1.27%-840,20013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …515,849$47.6M0.08%+19113F-HRTimelineGroup
FMR LLCin group FMR LLC475,308$43.9M<0.01%+12,45413F-HRTimelineGroup
Cetera Investment Advisers466,843$43.1M0.08%+10,38613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…457,178$42.2M0.08%-16,85013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding442,675$40.9M+825Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC414,111$38.2M0.01%+6,49113F-HRTimelineGroup
Townsend & Associates, Inc450,286$37.9M3.95%+4,16813F-HRTimeline
Nadler Financial Group, Inc.407,727$37.6M4.17%+1,51413F-HRTimeline
Independence Financial Advisors, LLC374,405$34.6M13.14%13F-HRTimeline
GDS Wealth Management371,027$34.2M2.92%-47,24413F-HRTimeline
Sandy Spring Bank362,036$33.4M1.41%-1,67513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.354,270$32.7M0.58%+2,56313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Veracity Capital LLC353,314$32.6M12.81%-7,92013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…350,344$32.3M0.03%-123,47213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV348,294$32.1M0.07%+76,85713F-HRTimeline
Private Advisor Group, LLC341,203$31.5M0.19%+55,94713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC337,046$31.2M0.7%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC334,266$30.8M1.62%+20,57013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.311,196$28.7M0.17%+5,48413F-HRTimeline
Weil Company, Inc.306,207$28.3M8.43%+86,88513F-HRTimeline
ForthRight Wealth Management, LLC285,937$26.4M8.83%+4,38213F-HRTimeline
Cambridge Investment Research Advisors,…283,091$26.1M0.09%+29,38413F-HRTimeline
Madison Wealth Partners, Inc280,961$25.9M6.4%+39,75813F-HRTimeline
MML INVESTORS SERVICES, LLC277,110$25.6M0.09%+2,49813F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC275,560$25.4M14.1%+9,21213F-HRTimeline
Drake & Associates, LLC270,238$24.9M7.01%+7,19113F-HRTimeline
HOWE & RUSLING INC267,832$24.7M2.08%+30,36313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC261,984$24.2M0.35%+1,94613F-HRTimelineGroup
Trek Financial, LLC256,197$23.6M1.71%+65,33713F-HRTimeline
DDFG, Inc255,742$23.6M6.54%+14,48813F-HRTimeline
PCA Investment Advisory Services Inc.238,357$22M11.63%+17,26813F-HRTimeline
Garde Capital, Inc.235,557$21.7M1.24%+8,28813F-HRTimeline
Sanctuary Advisors, LLC218,569$20.2M0.14%-2,20513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV213,903$19.7M1.58%+13,35813F-HRTimeline
Steele Capital Management, Inc.209,715$19.4M1.01%-2,60713F-HRTimeline
SkyOak Wealth, LLC202,311$18.7M4.09%+2,97313F-HRTimeline
Petix & Botte Co198,262$18.3M4.82%-24,56013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.193,940$17.9M0.17%+10,35913F-HRTimelineGroup
Atria Investments, Inc184,185$17M0.22%+6,26213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.183,623$16.9M0.03%-64,61613F-HRTimelineGroup
Salus Financial Advisors, LLC183,198$16.9M12.79%+52,05713F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.197,199$16.8M8.74%-6,18813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC173,466$16M0.44%-8,86113F-HRTimeline
Strategies Wealth Advisors, LLC170,097$15.7M1.92%+3,33913F-HRTimeline
Richard W. Paul & Associates, LLC161,211$14.9M5.84%-24813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…160,706$14.8M0.04%+2,77113F-HRTimeline
CENTAURUS FINANCIAL, INC.160,525$14.8M0.9%+5,22813F-HRTimeline
Crescent Grove Advisors, LLC159,784$14.7M1.54%+1,35213F-HRTimeline
Financial Partners Group, Inc151,622$14M2.16%+11,18013F-HRTimeline
Creative Planningin group Creative Planning150,688$13.9M0.01%+17,67013F-HRTimelineGroup
High Probability Advisors, LLC148,491$13.7M2.29%+7,10213F-HRTimeline
Financial Engines Advisors L.L.C.148,377$13.7M0.03%+74,65913F-HRTimeline
Global Strategic Investment Solutions, …147,693$13.6M1.58%+42713F-HRTimeline
LaSalle St. Investment Advisors, LLC144,915$13.4M3.15%+8,00213F-HRTimeline
Birchcreek Wealth Management, LLC144,337$13.3M8.41%+15,35513F-HRTimeline
Cosner Financial Group, LLC144,302$13.3M8.14%+2,16513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP143,182$13.2M0.01%-25,50613F-HRTimelineGroup
Financial Advocates Investment Manageme…143,147$13.2M0.93%+9,07913F-HRTimeline
MFA WEALTH ADVISORS, LLC142,654$13.2M3.26%+4,15513F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC141,041$13M12.99%+6,84113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…137,525$12.7M0.51%-39,85413F-HRTimelineGroup
Carl P. Sherr & Co., LLC132,940$12.3M6.71%-1,56913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding132,900$12.3M-10,521Timeline
Per Stirling Capital Management, LLC.132,155$12.2M1.75%+3,78713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…131,913$12.2M0.03%-1,53313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…124,306$11.5M0.28%+7,02713F-HRTimelineGroup
Sigma Planning Corp123,992$11.4M0.37%-1,73713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP123,387$11.4M0.02%-137,00613F-HRTimelineGroup
Amplius Wealth Advisors, LLC121,351$11.2M1.16%+1,30713F-HRTimeline
Tortoise Investment Management, LLC120,416$11.1M1.16%-17,10813F-HR/ATimeline
Atria Wealth Solutions, Inc.120,028$11.1M0.13%+5,74513F-HRTimeline
Roberts Financial Services LLC120,020$11.1M2.15%+69313F-HRTimeline
Legacy Financial Group LLC119,761$11.1M1.7%+34,03813F-HRTimeline
Certified Advisory Corp119,463$11M1.25%-2,37413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…115,447$10.7M0.09%-5,55013F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…115,040$10.6M0.35%+1,91313F-HRTimelineGroup
Eaton Financial Holdings Company, LLC114,202$10.5M4.38%-21,87213F-HRTimeline
Lutz Financial Services LLC111,322$10.3M0.84%-1,99713F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co107,943$9.96M<0.01%-10,53913F-HR/ATimelineGroup
Integrated Wealth Concepts LLC107,251$9.9M0.12%-3,36013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC103,861$9.59M0.08%-10,86613F-HR/ATimelineGroup
Quent Capital, LLC103,343$9.54M1%+46513F-HRTimeline
Dynamic Advisor Solutions LLC101,229$9.34M0.31%+2,94513F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC101,190$9.34M7.82%+79413F-HR/ATimeline
Modern Wealth Management, LLC99,495$9.18M0.29%+1,17813F-HR/ATimeline
SAPIENT CAPITAL LLC95,466$8.81M0.17%+14313F-HRTimeline
Main Street Financial Solutions, LLC94,720$8.74M0.76%-2,44013F-HRTimeline
INTEGRITY ALLIANCE, LLC.94,383$8.71M0.34%new13F-HRTimeline
Financial Council, LLC91,279$8.42M4.54%+7613F-HRTimeline
Eldridge Investment Advisors, Inc.91,091$8.41M1.93%+40613F-HRTimeline
Symphony Financial, Ltd. Co.95,438$8.39M4.97%-17,11513F-HRTimeline
Mariner, LLCin group Mariner, LLC90,686$8.37M0.01%+8,00213F-HRTimelineGroup
ICONIQ Capital, LLCin group ICONIQ Capital, LLC87,643$8.09M0.14%+34713F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.86,100$7.95M<0.01%+4013F-HRTimeline
Charter Oak Capital Management, LLC84,443$7.79M0.72%+4,06913F-HRTimeline
COREPATH WEALTH PARTNERS LLC89,798$7.74M7.37%-64513F-HRTimeline
Columbus Macro, LLC82,816$7.64M1.01%-69313F-HRTimeline
BEAM WEALTH ADVISORS, INC.80,849$7.46M2.52%+93713F-HRTimeline
OneDigital Investment Advisors LLC79,826$7.37M0.09%+22113F-HRTimeline
FLOW TRADERS U.S. LLC77,351$7.14M0.3%new13F-HRTimeline
HighMark Wealth Management LLC77,200$7.12M4.21%-1,04313F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC76,605$7.07M0.1%-186,81113F-HRTimeline
Foundry Financial Group, Inc.74,677$6.89M4.24%-1,04513F-HRTimeline
MOTIVE WEALTH ADVISORS73,972$6.83M3.65%-1,64913F-HRTimeline
LEGACY SOLUTIONS, LLC71,985$6.64M7.32%+2,25013F-HRTimeline
Alpha Zero LLC71,627$6.61M5.04%+6,23313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC70,059$6.47M0.01%+42,18513F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…67,369$6.22M0.01%+5,00713F-HRTimelineGroup
IFG Advisory, LLC66,870$6.17M0.34%+5,32113F-HRTimeline
Janney Montgomery Scott LLC65,392$6.04M0.02%-3,82813F-HRTimeline
Canvas Wealth Advisors, LLC68,360$5.89M1.51%+1,87913F-HRTimeline
PrairieView Partners, LLC63,286$5.84M0.61%-34113F-HRTimeline
Zuckerman Investment Group, LLC61,826$5.71M0.61%+1,89613F-HRTimeline
Able Wealth Management LLC61,741$5.7M3.38%+7813F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC60,934$5.62M3.78%+37313F-HRTimeline
Robertson Stephens Wealth Management, L…60,176$5.55M0.21%+13,63813F-HRTimeline
Valmark Advisers, Inc.59,117$5.46M0.08%+6,89113F-HRTimeline
Canandaigua National Trust Co of Florida58,965$5.44M4.8%+3,31413F-HRTimeline
TD Waterhouse Canada Inc.58,337$5.36M0.04%-2,68313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC58,043$5.36M0.01%+41,36613F-HR/ATimelineGroup
SCS Capital Management LLC57,846$5.34M0.07%new13F-HR/ATimeline
180 WEALTH ADVISORS, LLC57,445$5.3M0.84%-84113F-HRTimeline
Variant Private Wealth, LLC57,301$5.29M5.68%+9613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management56,120$5.18M0.17%-3,91213F-HRTimelineGroup
Synergy Investment Management, LLC55,870$5.16M2.15%-53,12313F-HRTimeline
Sunbelt Securities, Inc.55,277$5.1M0.46%+3,43913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS54,989$5.07M0.01%-1,64713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC54,270$5.01M0.22%013F-HRTimeline
STEVENS CAPITAL PARTNERS52,477$4.84M2.28%-22,30713F-HRTimeline
USAdvisors Wealth Management, LLC52,379$4.83M1.69%-7,90213F-HRTimeline
ROVIN CAPITAL /UT/ /ADV51,715$4.77M1.54%-5,63713F-HRTimeline
Mutual Advisors, LLC53,790$4.74M0.14%+1,49513F-HRTimeline
Elm Partners Management LLC51,014$4.71M0.24%-8,08713F-HR/ATimeline
COMERICA BANK50,669$4.68M0.02%-16,63913F-HRTimeline
Breakwater Capital Group50,579$4.67M0.83%+42013F-HRTimeline
Eley Financial Management, Inc50,173$4.62M1.85%+613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.49,852$4.6M0.29%+18,62813F-HRTimelineGroup
IHT Wealth Management, LLC49,516$4.57M0.14%-5,06913F-HRTimeline
Forefront Wealth Partners, LLC49,383$4.56M3.1%-68613F-HRTimeline
Perigon Wealth Management, LLC49,312$4.55M0.12%-54513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\48,534$4.48M0.01%-4,59113F-HRTimelineGroup
Geneos Wealth Management Inc.47,560$4.39M0.06%+26,68813F-HRTimeline
Asset Management Group, Inc.47,143$4.35M0.8%-20313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…46,831$4.32M0.01%-58,89113F-HRTimelineGroup
Cresset Asset Management, LLC45,745$4.22M0.02%+1,93413F-HRTimeline
Old Mission Investment Co LLC44,913$4.15M1.24%+113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp43,225$3.99M0.01%-3,35813F-HRTimelineGroup
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…41,748$3.85M0.22%+1,44513F-HRTimeline
MGO ONE SEVEN LLC41,473$3.83M0.15%+2,57613F-HRTimeline
Endowment Wealth Management, Inc.41,448$3.83M2.46%+7,70113F-HRTimeline
Vantage Financial Partners, LLC40,811$3.77M0.94%-35113F-HRTimeline
Summit Wealth Partners, LLC40,341$3.72M0.76%+3,90713F-HRTimeline
NewEdge Advisors, LLC40,307$3.72M0.02%-2,44813F-HRTimeline
Wealth Management Partners, LLC39,815$3.67M1.7%+23013F-HRTimeline
Summit Financial, LLC39,799$3.67M0.1%+5,61713F-HRTimeline
EP Wealth Advisors, LLC37,410$3.45M0.03%-36213F-HRTimeline
Family Capital Management, Inc.36,995$3.41M2.11%+4,03313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.36,968$3.41M0.43%+9,28813F-HRTimeline
&PARTNERS37,273$3.41M0.04%-1,11513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …36,727$3.39M0.27%-2,32813F-HRTimeline
BAILARD, INC.36,242$3.34M0.09%-5,42613F-HRTimeline
Greenline Partners, LLC12,286$3.29M0.51%-23,37213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED35,989$3.29M0.31%-73213F-HR/ATimeline
RDA Financial Network35,615$3.29M0.98%+3413F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC35,259$3.25M1.84%+1,19513F-HRTimeline
WJ Wealth Management, LLC35,095$3.24M1.15%-1,89913F-HRTimeline