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Disclosery

IUSV ISHARES TR

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SHS (fund)

722 managers (731 13F filers) reported a position in IUSV shares at 2025-06-30, 176,639,584 shares in all. 45 filers opened a position and 52 filers sold out during the quarter.

Managers
722
13F filers
731
New
45
Added
259
Reduced
244
Sold out
52
Shares held by filers
176,639,584

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/74,402,651$7.04B0.57%+2,194,42213F-HRTimelineGroup
LPL Financial LLC15,189,334$1.44B0.48%+755,21613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,016,283$853M0.06%-163,69913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,698,055$537M0.41%+866,69013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,255,823$497M+640,431Timeline
Blue Trust, Inc.4,856,346$460M5.42%+75,05813F-HRTimeline
SIGNATUREFD, LLC4,483,865$424M7.24%+23,38513F-HRTimeline
ASPIRIANT, LLC3,576,178$338M10.76%+48,99313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding3,511,510$332M+270,275Timeline
Merit Financial Group, LLC2,288,487$217M2.42%-120,97613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,072,304$196M0.01%+42,40513F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,606,861$152M0.03%-12,65613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,505,339$142M0.05%+89,41913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,389,971$132M0.17%-224,88313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,375,617$130M0.03%+75,56013F-HR/ATimelineGroup
Modera Wealth Management, LLC1,261,168$119M1.48%+247,85013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,133,601$107M0.02%-184,85813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,049,440$99.3M0.28%-88,75713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,013,017$95.9M1.22%+40,92613F-HRTimelineGroup
Auto-Owners Insurance Coin group Auto-Owners Insurance Co864,000$81.8M1.82%+350,20013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.863,674$81.7M<0.01%-776,07413F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…818,997$77.5M7.18%+18,33013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC733,140$69.4M1.3%+396,09413F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers719,348$68.1M0.11%+90,56713F-HRTimelineGroup
CWM, LLCin group CWM, LLC675,733$63.9M0.23%-11,14013F-HRTimelineGroup
Allworth Financial LP652,652$61.8M0.3%-19,24713F-HRTimeline
Tanglewood Legacy Advisors, LLC625,593$59.2M24.29%+16,44113F-HRTimeline
McGlone Suttner Wealth Management, Inc.613,488$58.1M8.77%+19,39013F-HRTimeline
HighTower Advisors, LLC601,356$56.9M0.07%-68,11613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…574,965$54.4M0.04%-6,08213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC566,693$53.6M0.01%+2,47813F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …545,632$51.6M0.09%+29,78313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.506,974$48M0.09%-52,22913F-HR/ATimelineGroup
Cetera Investment Advisers478,921$45.3M0.08%+12,07813F-HRTimeline
FMR LLCin group FMR LLC477,610$45.2M<0.01%+2,30213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…460,242$44.3M0.07%+3,06413F-HRTimeline
Townsend & Associates, Inc443,565$43.1M4.27%-6,72113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP455,418$43.1M0.06%-347,43013F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding430,955$40.8M-11,720Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC419,326$39.7M0.01%+5,21513F-HRTimelineGroup
Venturi Wealth Management, LLC414,772$39.2M1.94%-799,58613F-HRTimeline
Nadler Financial Group, Inc.410,332$38.8M3.98%+2,60513F-HRTimeline
Veracity Capital LLC374,243$35.4M12.29%+20,92913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…365,071$34.5M0.03%+14,72713F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC356,621$33.7M1.6%+22,35513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp353,716$33.5M0.76%new13F-HRTimelineGroup
Private Advisor Group, LLC349,653$33.1M0.18%+8,45013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.342,956$32.5M0.52%-11,31413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AVANTAX ADVISORY SERVICES, INC.317,175$30M0.16%+5,97913F-HRTimeline
GDS Wealth Management314,844$29.8M2.17%-56,18313F-HRTimeline
HOWE & RUSLING INC310,093$29.3M2.17%+42,26113F-HRTimeline
Cambridge Investment Research Advisors,…292,029$27.6M0.08%+8,93813F-HRTimeline
ForthRight Wealth Management, LLC291,869$27.6M8.61%+5,93213F-HRTimeline
Madison Wealth Partners, Inc287,645$27.2M5.94%+6,68413F-HRTimeline
MML INVESTORS SERVICES, LLC286,787$27.1M0.08%+9,67713F-HRTimeline
Drake & Associates, LLC283,028$26.8M6.56%+12,79013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC281,281$26.6M13.61%+5,72113F-HRTimeline
Waldron Private Wealth LLC263,908$25M1.09%new13F-HRTimeline
DDFG, Inc258,636$24.5M6.16%+2,89413F-HRTimeline
PCA Investment Advisory Services Inc.257,007$24.3M10.25%+18,65013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV251,187$23.8M1.71%+37,28413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC248,808$23.5M0.26%-13,17613F-HRTimelineGroup
Garde Capital, Inc.244,102$23.1M1.24%+8,54513F-HRTimeline
Strategies Wealth Advisors, LLC228,592$21.6M2.36%+58,49513F-HRTimeline
Steele Capital Management, Inc.215,069$20.4M0.98%+5,35413F-HRTimeline
SkyOak Wealth, LLC206,758$19.6M3.93%+4,44713F-HRTimeline
Financial Engines Advisors L.L.C.206,385$19.5M0.04%+58,00813F-HRTimeline
Sanctuary Advisors, LLC203,963$19.3M0.12%-14,60613F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.196,976$18.8M8.9%-22313F-HRTimeline
Salus Financial Advisors, LLC197,166$18.7M12.54%+13,96813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.196,419$18.6M0.15%+2,47913F-HRTimelineGroup
Integrated Advisors Network LLC195,674$18.5M0.84%+175,35713F-HRTimeline
Petix & Botte Co189,108$17.9M4.39%-9,15413F-HRTimeline
Atria Wealth Solutions, Inc.185,593$17.9M0.4%+65,56513F-HRTimeline
Atria Investments, Inc177,943$16.8M0.2%-6,24213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…170,877$16.2M0.04%+38,96413F-HR/ATimelineGroup
Richard W. Paul & Associates, LLC161,976$15.3M5.54%+76513F-HRTimeline
CENTAURUS FINANCIAL, INC.160,792$15.2M0.89%+26713F-HRTimeline
High Probability Advisors, LLC160,617$15.2M2.27%+12,12613F-HRTimeline
Financial Partners Group, Inc160,169$15.2M2.1%+8,54713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…160,136$15.2M0.04%-57013F-HRTimeline
Crescent Grove Advisors, LLC160,119$15.2M1.47%+33513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC159,729$15.1M0.37%-13,73713F-HRTimeline
Birchcreek Wealth Management, LLC153,447$14.5M8.23%+9,11013F-HRTimeline
LaSalle St. Investment Advisors, LLC152,664$14.4M3.96%+7,74913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.151,840$14.4M0.03%-31,78313F-HRTimelineGroup
Financial Advocates Investment Manageme…148,062$14M1.14%+4,91513F-HRTimeline
Legacy Financial Group LLC144,594$13.7M1.91%+24,83313F-HRTimeline
Global Strategic Investment Solutions, …144,275$13.7M1.46%-3,41813F-HRTimeline
Cosner Financial Group, LLC140,852$13.3M7.42%-3,45013F-HRTimeline
Creative Planningin group Creative Planning138,741$13.1M0.01%-11,94713F-HRTimelineGroup
MFA WEALTH ADVISORS, LLC138,340$13.1M3.07%-4,31413F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding134,376$12.7M+1,476Timeline
Carl P. Sherr & Co., LLC133,509$12.6M6.39%+56913F-HRTimeline
Per Stirling Capital Management, LLC.133,465$12.6M1.65%+1,31013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC132,556$12.5M10.62%-8,48513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP131,135$12.4M0.01%-12,04713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…127,763$12.1M0.23%+3,45713F-HRTimelineGroup
Sigma Planning Corp126,230$11.9M0.36%+2,23813F-HRTimeline
Independence Financial Advisors, LLC125,915$11.9M4.63%-248,49013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC125,563$11.9M0.17%+48,95813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP123,300$11.7M0.02%-8713F-HRTimelineGroup
Amplius Wealth Advisors, LLC121,265$11.5M1.07%-8613F-HRTimeline
Certified Advisory Corp120,189$11.4M1.18%+72613F-HRTimeline
NewEdge Advisors, LLC119,799$11.3M0.06%+79,49213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…117,457$11.1M0.43%+2,41713F-HRTimelineGroup
Modern Wealth Management, LLC117,380$11.1M0.28%+17,88513F-HR/ATimeline
Symphony Financial, Ltd. Co.100,276$11.1M1.45%+4,83813F-HR/ATimeline
Roberts Financial Services LLC114,413$10.8M3.73%-5,60713F-HRTimeline
Tortoise Investment Management, LLC114,365$10.8M1.03%-6,05113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…113,848$10.8M0.09%-1,59913F-HRTimelineGroup
Lutz Financial Services LLC113,419$10.7M0.83%+2,09713F-HRTimeline
Main Street Financial Solutions, LLC111,497$10.6M0.77%+16,77713F-HRTimeline
Integrated Wealth Concepts LLC107,401$10.2M0.1%+15013F-HRTimeline
Dynamic Advisor Solutions LLC104,510$9.89M0.31%+3,28113F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC100,981$9.56M7.64%-20913F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co100,661$9.53M<0.01%-7,28213F-HRTimelineGroup
Quent Capital, LLC99,878$9.45M0.91%-3,46513F-HRTimeline
Mariner, LLCin group Mariner, LLC97,942$9.27M0.01%+7,25613F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.96,566$9.14M0.5%+2,18313F-HRTimeline
SAPIENT CAPITAL LLC95,643$9.05M0.16%+17713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC92,147$8.72M0.06%-11,71413F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV91,744$8.68M0.02%-256,55013F-HRTimeline
Financial Council, LLC91,437$8.65M4.17%+15813F-HRTimeline
COREPATH WEALTH PARTNERS LLC89,373$8.61M7.26%-42513F-HRTimeline
Eldridge Investment Advisors, Inc.90,976$8.61M1.8%-11513F-HRTimeline
Charter Oak Capital Management, LLC88,656$8.39M0.71%+4,21313F-HRTimeline
Curi Capital, LLC87,889$8.32M0.16%+53,04113F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC85,842$8.12M0.14%-1,80113F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.85,800$8.12M<0.01%-30013F-HRTimeline
Alpha Zero LLC82,523$7.81M5.09%+10,89613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…77,998$7.38M0.38%-59,52713F-HRTimelineGroup
HighMark Wealth Management LLC77,295$7.31M3.58%+9513F-HRTimeline
Columbus Macro, LLC76,692$7.26M0.89%-6,12413F-HRTimeline
MOTIVE WEALTH ADVISORS76,314$7.22M3.29%+2,34213F-HRTimeline
OneDigital Investment Advisors LLC76,185$7.21M0.08%-3,64113F-HRTimeline
Zuckerman Investment Group, LLC75,825$7.18M0.7%+13,99913F-HRTimeline
Foundry Financial Group, Inc.75,774$7.17M4.08%+1,09713F-HRTimeline
Trek Financial, LLC75,632$7.16M0.48%-180,56513F-HRTimeline
EP Wealth Advisors, LLC75,182$7.11M0.05%+37,77213F-HRTimeline
IFG Advisory, LLC74,127$7.01M0.35%+7,25713F-HRTimeline
LEGACY SOLUTIONS, LLC73,408$6.95M6.66%+1,42313F-HRTimeline
Eaton Financial Holdings Company, LLC72,173$6.83M2.1%-42,02913F-HRTimeline
Canvas Wealth Advisors, LLC69,620$6.74M1.33%+1,26013F-HRTimeline
PrairieView Partners, LLC68,988$6.53M0.63%+5,70213F-HRTimeline
Valmark Advisers, Inc.68,898$6.52M0.09%+9,78113F-HRTimeline
Canandaigua National Trust Co of Florida68,178$6.45M4.59%+9,21313F-HRTimeline
TD Waterhouse Canada Inc.64,972$6.2M0.04%+6,63513F-HRTimeline
BEAM WEALTH ADVISORS, INC.65,104$6.16M1.84%-15,74513F-HRTimeline
Able Wealth Management LLC63,390$6M3.03%+1,64913F-HRTimeline
Global Retirement Partners, LLC59,945$5.67M0.14%13F-HRTimeline
Janney Montgomery Scott LLC59,823$5.66M0.01%-5,56913F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC58,194$5.51M3.41%-2,74013F-HRTimeline
Mutual Advisors, LLC56,477$5.49M0.14%+2,68713F-HRTimeline
Variant Private Wealth, LLC57,866$5.48M5.68%+56513F-HRTimeline
180 WEALTH ADVISORS, LLC56,816$5.38M0.75%-62913F-HRTimeline
SCS Capital Management LLC56,695$5.37M0.06%-1,15113F-HRTimeline
COMERICA BANK55,924$5.29M0.02%+5,25513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS54,991$5.2M0.01%+213F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC54,270$5.14M0.21%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management53,657$5.08M0.18%-2,46313F-HRTimelineGroup
USAdvisors Wealth Management, LLC53,094$5.03M1.87%+71513F-HRTimeline
Endowment Wealth Management, Inc.52,937$5.01M2.58%+11,48913F-HRTimeline
STEVENS CAPITAL PARTNERS52,473$5M1.79%-413F-HRTimeline
Sunbelt Securities, Inc.52,703$4.88M0.43%-2,57413F-HRTimeline
Weil Company, Inc.51,355$4.86M1.28%-254,85213F-HRTimeline
Perigon Wealth Management, LLC50,607$4.79M0.11%+1,29513F-HRTimeline
Breakwater Capital Group50,506$4.78M0.78%-7313F-HRTimeline
Eley Financial Management, Inc50,220$4.75M1.82%+4713F-HRTimeline
Forefront Wealth Partners, LLC50,069$4.64M3.18%+68613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\47,943$4.54M0.01%-59113F-HRTimelineGroup
Summit Wealth Partners, LLC47,821$4.53M0.86%+7,48013F-HRTimeline
Asset Management Group, Inc.47,356$4.48M0.78%+21313F-HRTimeline
Summit Financial, LLC46,893$4.44M0.1%+7,09413F-HRTimeline
Elm Partners Management LLC45,739$4.33M0.2%-5,27513F-HR/ATimeline
Old Mission Investment Co LLC44,835$4.24M1.16%-7813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp44,585$4.22M0.01%+1,36013F-HRTimelineGroup
IHT Wealth Management, LLC44,264$4.19M0.12%-5,25213F-HRTimeline
Family Capital Management, Inc.42,864$4.06M2.13%+5,86913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP40,954$3.88M<0.01%+25,66013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\40,887$3.87M<0.01%+18,28813F-HRTimelineGroup
Wealth Management Partners, LLC40,038$3.83M1.35%+22313F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…39,748$3.76M0.2%-2,00013F-HRTimeline
Windward Private Wealth Management Inc.39,678$3.75M1.35%+6,22313F-HRTimeline
BAILARD, INC.37,857$3.58M0.08%+1,61513F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC37,626$3.56M2%+2,36713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED36,973$3.5M0.29%+98413F-HRTimeline
RDA Financial Network36,587$3.46M0.94%+97213F-HRTimeline
EQUITY INVESTMENT CORP36,332$3.44M0.08%+6,28813F-HRTimeline
Greenline Partners, LLC35,658$3.37M0.45%+23,37213F-HRTimeline
WJ Wealth Management, LLC35,080$3.32M1.05%-1513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …34,801$3.29M0.21%-1,92613F-HR/ATimeline
&PARTNERS34,739$3.28M0.03%-2,53413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…34,577$3.27M<0.01%-32,79213F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.34,198$3.24M0.05%new13F-HRTimeline
Leonard Rickey Investment Advisors P.L.…34,094$3.23M0.64%-1,08113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…33,290$3.15M0.07%+8,30313F-HRTimelineGroup
Denver PWM, LLC32,954$3.12M0.97%-46613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …32,948$3.12M0.04%+67813F-HRTimelineGroup
Gotham Asset Management, LLC32,898$3.11M0.02%013F-HRTimeline