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Disclosery

IUSV ISHARES TR

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SHS (fund)

739 managers (749 13F filers) reported a position in IUSV shares at 2025-09-30, 184,577,206 shares in all. 60 filers opened a position and 36 filers sold out during the quarter.

Managers
739
13F filers
749
New
60
Added
275
Reduced
228
Sold out
36
Shares held by filers
184,577,206

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/80,233,541$8.02B0.6%+5,830,89013F-HR/ATimelineGroup
LPL Financial LLC15,836,920$1.58B0.46%+647,58613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,080,803$908M0.05%+64,52013F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,130,302$610M0.42%+432,24713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,811,947$581M+556,124Timeline
Blue Trust, Inc.4,993,796$499M5.6%+137,45013F-HRTimeline
SIGNATUREFD, LLC4,489,109$449M7.08%+5,24413F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding3,853,851$385M+342,341Timeline
ASPIRIANT, LLC3,600,340$360M11%+24,16213F-HRTimeline
Merit Financial Group, LLC2,343,492$234M2.15%+55,00513F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,260,538$226M0.01%+188,23413F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG1,587,245$159M0.03%-19,61613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,510,967$151M0.05%+5,62813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,461,653$146M0.03%+86,03613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,276,928$128M0.17%-113,04313F-HRTimeline
Modera Wealth Management, LLC1,259,557$126M1.46%-1,61113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,074,596$107M1.21%+61,57913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,074,347$107M0.02%-59,25413F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,042,342$104M0.28%-7,09813F-HRTimeline
Foster Group, Inc.1,039,409$104M3.26%new13F-HRTimeline
Auto-Owners Insurance Coin group Auto-Owners Insurance Co864,000$86.1M2.22%013F-HR/ATimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…837,230$83.7M7.35%+18,23313F-HRTimelineGroup
Cetera Investment Advisers824,331$82.4M0.1%+345,41013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…818,127$81.8M0.05%+243,16213F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers811,256$81.1M0.12%+91,90813F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC736,567$73.6M1.21%+3,42713F-HRTimelineGroup
Tanglewood Legacy Advisors, LLC643,398$64.3M24.84%+17,80513F-HRTimeline
Allworth Financial LP639,528$63.9M0.28%-13,12413F-HRTimeline
HighTower Advisors, LLC635,469$63.5M0.07%+34,11313F-HRTimeline
McGlone Suttner Wealth Management, Inc.625,147$62.5M8.74%+11,65913F-HRTimeline
CWM, LLCin group CWM, LLC622,547$62.2M0.19%-53,18613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC591,206$59.1M0.01%+24,51313F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …543,586$54.5M0.09%-2,04613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.517,808$51.4M0.07%+10,83413F-HRTimelineGroup
FMR LLCin group FMR LLC477,676$47.7M<0.01%+6613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…458,001$46.1M0.07%-2,24113F-HRTimeline
Nadler Financial Group, Inc.446,832$44.7M4.26%+36,50013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP446,435$44.6M0.07%-8,98313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding437,620$43.8M+6,665Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC413,946$41.4M0.01%-5,38013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC408,073$40.8M1.77%+51,45213F-HRTimeline
Veracity Capital LLC389,138$38.9M12.51%+14,89513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…373,385$37.3M0.02%+8,31413F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp363,422$36.3M0.68%+9,70613F-HRTimelineGroup
Townsend & Associates, Inc361,964$36.1M3.42%-81,60113F-HRTimeline
Private Advisor Group, LLC355,310$35.5M0.17%+5,65713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.348,000$34.8M0.53%+5,04413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HOWE & RUSLING INC341,885$34.2M2.34%+31,79213F-HRTimeline
Cambridge Investment Research Advisors,…301,900$30.2M0.08%+9,87113F-HRTimeline
ForthRight Wealth Management, LLC300,127$30M8.72%+8,25813F-HRTimeline
Madison Wealth Partners, Inc298,779$29.9M5.9%+11,13413F-HRTimeline
GDS Wealth Management295,632$29.5M1.95%-19,21213F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC286,855$28.7M13.44%+5,57413F-HRTimeline
PCA Investment Advisory Services Inc.279,106$27.9M10.32%+22,09913F-HRTimeline
DDFG, Inc271,114$27.1M6.26%+12,47813F-HRTimeline
MML INVESTORS SERVICES, LLC268,483$26.8M0.07%-18,30413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC251,324$25.1M0.25%+2,51613F-HRTimelineGroup
Financial Engines Advisors L.L.C.245,103$24.5M0.05%+38,71813F-HRTimeline
Waldron Private Wealth LLC242,418$24.2M0.98%-21,49013F-HRTimeline
Garde Capital, Inc.241,987$24.2M1.22%-2,11513F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP235,800$23.6M0.04%new13F-HRTimelineGroup
Venturi Wealth Management, LLC233,674$23.4M1.08%-181,09813F-HRTimeline
Sanctuary Advisors, LLC220,437$22M0.13%+16,47413F-HR/ATimeline
Integrated Advisors Network LLC216,061$21.6M0.91%+20,38713F-HRTimeline
Strategies Wealth Advisors, LLC213,924$21.4M2.22%-14,66813F-HRTimeline
Steele Capital Management, Inc.212,274$21.2M0.94%-2,79513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.210,581$21M0.15%+14,16213F-HRTimelineGroup
Duncan Williams Asset Management, LLC207,794$20.8M5.84%new13F-HRTimeline
SkyOak Wealth, LLC203,536$20.3M3.84%-3,22213F-HRTimeline
Salus Financial Advisors, LLC203,058$20.3M12.52%+5,89213F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.198,807$19.5M8.93%+1,83113F-HRTimeline
Curi Capital, LLC185,093$18.5M0.34%+97,20413F-HRTimeline
Atria Investments, Inc179,943$18M0.21%+2,00013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…177,961$17.8M0.03%+7,08413F-HRTimelineGroup
Petix & Botte Co174,452$17.4M4.02%-14,65613F-HRTimeline
Birchcreek Wealth Management, LLC168,346$16.8M8.69%+14,89913F-HRTimeline
High Probability Advisors, LLC166,629$16.7M2.28%+6,01213F-HRTimeline
Richard W. Paul & Associates, LLC164,818$16.5M5.62%+2,84213F-HRTimeline
CENTAURUS FINANCIAL, INC.164,711$16.5M0.77%+3,91913F-HRTimeline
Crescent Grove Advisors, LLC163,671$16.4M1.57%+3,55213F-HRTimeline
Financial Partners Group, Inc160,363$16M2%+19413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP152,478$15.2M0.01%+21,34313F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC149,460$14.9M0.09%+57,31313F-HR/ATimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…148,789$14.9M0.04%-11,34713F-HRTimeline
Global Strategic Investment Solutions, …144,760$14.5M1.44%+48513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP142,135$14.2M0.02%+18,83513F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…141,992$14.2M0.24%+14,22913F-HRTimelineGroup
MFA WEALTH ADVISORS, LLC140,045$14M3.06%+1,70513F-HRTimeline
Cosner Financial Group, LLC138,653$13.9M7.45%-2,19913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.136,971$13.7M0.02%-14,86913F-HRTimelineGroup
FORTRESS FINANCIAL GROUP, LLC136,958$13.7M10.5%+4,40213F-HRTimeline
Carl P. Sherr & Co., LLC135,561$13.5M6.42%+2,05213F-HRTimeline
Creative Planningin group Creative Planning135,026$13.5M0.01%-3,71513F-HRTimelineGroup
Sigma Planning Corp128,229$12.8M0.36%+1,99913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding127,568$12.8M-6,808Timeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…127,097$12.7M0.83%+49,09913F-HRTimelineGroup
NewEdge Advisors, LLC122,430$12.2M0.06%+2,63113F-HRTimeline
Independence Financial Advisors, LLC119,689$12M3.64%-6,22613F-HRTimeline
Main Street Financial Solutions, LLC118,306$11.8M0.76%+6,80913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC117,184$11.7M0.26%-42,54513F-HRTimeline
Certified Advisory Corp117,090$11.7M1.11%-3,09913F-HRTimeline
Symphony Financial, Ltd. Co.115,711$11.6M1.41%+15,43513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…113,914$11.4M0.08%+6613F-HRTimelineGroup
Roberts Financial Services LLC113,900$11.4M3.68%-51313F-HRTimeline
Lutz Financial Services LLC113,270$11.3M0.82%-14913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV112,580$11.3M0.76%-138,60713F-HRTimeline
Dynamic Advisor Solutions LLC109,096$10.9M0.32%+4,58613F-HRTimeline
Tortoise Investment Management, LLC106,769$10.7M0.95%-7,59613F-HRTimeline
Integrated Wealth Concepts LLC106,085$10.6M0.09%-1,31613F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC103,217$10.3M7.41%+2,23613F-HRTimeline
Quent Capital, LLC99,312$9.93M0.83%-56613F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co98,339$9.83M<0.01%-2,32213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC97,259$9.72M0.01%-68313F-HRTimelineGroup
SAPIENT CAPITAL LLC96,074$9.57M0.15%+43113F-HRTimeline
Financial Council, LLC91,024$9.1M4.04%-41313F-HRTimeline
ALLIANCEBERNSTEIN L.P.89,368$8.93M<0.01%+3,56813F-HRTimeline
Alpha Zero LLC88,593$8.85M5.13%+6,07013F-HRTimeline
Charter Oak Capital Management, LLC88,160$8.81M0.69%-49613F-HRTimeline
Amplius Wealth Advisors, LLC87,703$8.77M0.76%-33,56213F-HRTimeline
&PARTNERS86,648$8.66M0.06%+51,90913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV86,136$8.61M0.01%-5,60813F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC85,842$8.58M0.11%013F-HRTimelineGroup
IFG Advisory, LLC81,096$8.11M0.37%+6,96913F-HRTimeline
Zuckerman Investment Group, LLC77,503$7.75M0.72%+1,67813F-HRTimeline
MOTIVE WEALTH ADVISORS77,481$7.74M3.34%+1,16713F-HRTimeline
Foundry Financial Group, Inc.76,750$7.67M4.03%+97613F-HRTimeline
HighMark Wealth Management LLC76,488$7.64M3.37%-80713F-HRTimeline
OneDigital Investment Advisors LLC76,334$7.63M0.08%+14913F-HRTimeline
LEGACY SOLUTIONS, LLC73,679$7.36M6.62%+27113F-HRTimeline
Canandaigua National Trust Co of Florida73,643$7.36M5.83%+5,46513F-HRTimeline
Valmark Advisers, Inc.72,916$7.29M0.09%+4,01813F-HRTimeline
Canvas Wealth Advisors, LLC72,145$7.26M1.32%+2,52513F-HRTimeline
TD Waterhouse Canada Inc.67,407$6.78M0.04%+2,43513F-HRTimeline
Janney Montgomery Scott LLC63,607$6.36M0.02%+3,78413F-HRTimeline
Able Wealth Management LLC62,692$6.27M2.36%-69813F-HRTimeline
Global Retirement Partners, LLC62,664$6.26M0.14%+2,71913F-HRTimeline
BEAM WEALTH ADVISORS, INC.62,474$6.24M1.7%-2,63013F-HRTimeline
Columbus Macro, LLC61,425$6.14M0.7%-15,26713F-HRTimeline
Mutual Advisors, LLC60,299$6.09M0.13%+3,82213F-HRTimeline
Endowment Wealth Management, Inc.60,656$6.06M2.75%+7,71913F-HRTimeline
Weil Company, Inc.58,739$5.87M1.41%+7,38413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…58,495$5.85M0.21%-58,96213F-HRTimelineGroup
DEFINED WEALTH MANAGEMENT, LLC58,203$5.82M3.38%+913F-HRTimeline
COREPATH WEALTH PARTNERS LLC57,516$5.8M4.21%-31,85713F-HRTimeline
Trek Financial, LLC57,733$5.77M0.34%-17,89913F-HRTimeline
Variant Private Wealth, LLC57,006$5.7M5.26%-86013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS56,564$5.65M0.01%+1,57313F-HRTimeline
Old Mission Investment Co LLC56,557$5.65M1.38%+11,72213F-HRTimeline
SCS Capital Management LLC56,434$5.64M0.06%-26113F-HRTimeline
INTEGRITY ALLIANCE, LLC.56,414$5.64M0.27%-40,15213F-HRTimeline
Modern Wealth Management, LLC55,407$5.54M0.11%-61,97313F-HRTimeline
180 WEALTH ADVISORS, LLC55,293$5.53M0.67%-1,52313F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC54,270$5.42M0.21%013F-HRTimeline
Eaton Financial Holdings Company, LLC53,513$5.35M1.51%-18,66013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management52,712$5.27M0.18%-94513F-HRTimelineGroup
Summit Financial, LLC51,876$5.18M0.08%+4,98313F-HRTimeline
Perigon Wealth Management, LLC51,316$5.13M0.1%+70913F-HRTimeline
Eley Financial Management, Inc49,891$4.99M1.8%-32913F-HRTimeline
STEVENS CAPITAL PARTNERS49,838$4.98M1.49%-2,63513F-HRTimeline
USAdvisors Wealth Management, LLC48,948$4.89M1.69%-4,14613F-HRTimeline
COMERICA BANK48,576$4.86M0.02%-7,34813F-HRTimeline
Breakwater Capital Group48,098$4.81M0.71%-2,40813F-HRTimeline
Gotham Asset Management, LLC47,932$4.79M0.02%+15,03413F-HRTimeline
Summit Wealth Partners, LLC47,639$4.76M0.86%-18213F-HRTimeline
Asset Management Group, Inc.47,573$4.75M0.78%+21713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\47,244$4.72M0.01%-69913F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC47,018$4.7M0.13%+44,42613F-HRTimeline
Elm Partners Management LLC45,162$4.51M0.18%-57713F-HR/ATimeline
Family Capital Management, Inc.44,559$4.45M2.13%+1,69513F-HRTimeline
IHT Wealth Management, LLC43,325$4.33M0.11%-93913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\42,149$4.21M<0.01%+1,26213F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp41,828$4.18M0.01%-2,75713F-HRTimelineGroup
Empowered Funds, LLC41,108$4.11M0.04%new13F-HRTimeline
Wealth Management Partners, LLC40,833$4.08M1.3%+79513F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC40,551$4.05M2.11%+2,92513F-HRTimeline
Sunbelt Securities, Inc.40,526$4.05M0.28%-12,17713F-HRTimeline
Windward Private Wealth Management Inc.39,590$3.96M1.37%-8813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,577$3.96M<0.01%+27,90213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP39,504$3.95M<0.01%-1,45013F-HRTimelineGroup
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…39,323$3.93M0.2%-42513F-HRTimeline
Forefront Wealth Partners, LLC38,846$3.88M0.98%-11,22313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC38,300$3.83M0.01%+7,30013F-HRTimeline
BAILARD, INC.37,860$3.78M0.08%+313F-HRTimeline
EQUITY INVESTMENT CORP37,565$3.75M0.08%+1,23313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED37,127$3.71M0.28%+15413F-HRTimeline
SOL Capital Management CO36,900$3.69M0.33%+7,75013F-HRTimeline
Greenline Partners, LLC35,658$3.56M0.43%013F-HRTimeline
RDA Financial Network35,487$3.55M0.87%-1,10013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …34,263$3.42M0.04%+1,31513F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.33,684$3.37M0.06%-51413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…33,485$3.35M0.07%+19513F-HRTimelineGroup
Leonard Rickey Investment Advisors P.L.…33,105$3.31M0.62%-98913F-HRTimeline
CATALYST PRIVATE WEALTH, LLC32,121$3.21M1.41%+1,24313F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.32,038$3.2M0.49%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …31,620$3.16M0.18%-3,18113F-HRTimeline
Denver PWM, LLC32,954$3.12M0.97%013F-HRTimeline
Family Manage LLC31,015$3.1M0.43%-6813F-HRTimeline
17 CAPITAL PARTNERS, LLC29,590$2.96M1.61%-1313F-HRTimeline
ROVIN CAPITAL /UT/ /ADV29,568$2.96M0.82%new13F-HR/ATimeline
Valpey Financial Services, LLC29,153$2.91M1.91%-1,02113F-HRTimeline