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Disclosery

IUSV ISHARES TR

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SHS (fund)

788 managers (800 13F filers) reported a position in IUSV shares at 2025-12-31, 193,873,441 shares in all. 65 filers opened a position and 44 filers sold out during the quarter.

Managers
788
13F filers
800
New
65
Added
280
Reduced
233
Sold out
44
Shares held by filers
193,873,441

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/83,401,630$8.55B0.62%+3,168,08913F-HRTimelineGroup
LPL Financial LLC16,406,531$1.68B0.46%+569,61113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,720,751$997M0.06%+639,94813F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,417,565$658M0.4%+287,26313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,940,437$609M+128,490Timeline
SIGNATUREFD, LLC4,573,759$469M7.16%+84,65013F-HRTimeline
Blue Trust, Inc.4,438,008$455M5.14%-555,78813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding4,281,833$439M+427,982Timeline
ASPIRIANT, LLC3,582,196$367M10.55%-18,14413F-HRTimeline
Merit Financial Group, LLC2,594,909$266M2.14%+251,41713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,322,260$238M0.02%+61,72213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,720,462$176M0.05%+209,49513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,614,063$166M+26,818Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,478,589$152M0.03%+16,93613F-HRTimelineGroup
Auto-Owners Insurance Coin group Auto-Owners Insurance Co1,354,000$139M2.92%+490,00013F-HR/ATimelineGroup
Venturi Wealth Management, LLC1,297,346$133M5.91%+1,063,67213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,219,063$125M0.07%+400,93613F-HRTimelineGroup
Modera Wealth Management, LLC1,193,892$122M1.42%-65,66513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,161,647$119M0.16%-115,28113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,148,105$118M1.3%+73,50913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,094,673$112M0.02%+20,32613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,093,999$112M0.3%+51,65713F-HRTimeline
Foster Group, Inc.1,080,840$111M3.35%+41,43113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers887,030$91M0.13%+75,77413F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…863,837$88.6M7.94%+26,60713F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP783,408$80.3M0.11%+336,97313F-HR/ATimelineGroup
Cetera Investment Advisers743,600$76.2M0.08%-80,73113F-HRTimeline
HighTower Advisors, LLC707,465$72.5M0.08%+71,99613F-HRTimeline
Sequoia Financial Advisors, LLC695,290$71.3M0.4%+687,20713F-HRTimeline
McGlone Suttner Wealth Management, Inc.643,874$66M8.88%+18,72713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC627,649$64.4M0.99%-108,91813F-HRTimelineGroup
CWM, LLCin group CWM, LLC613,072$62.9M0.17%-9,47513F-HRTimelineGroup
Allworth Financial LP611,958$62.8M0.26%-27,57013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC560,171$57.4M0.01%-31,03513F-HR/ATimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …543,586$56M0.09%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.502,725$51.6M0.08%-15,08313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding480,467$49.1M+42,847Timeline
FMR LLCin group FMR LLC470,937$48.3M<0.01%-6,73913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…451,423$47.3M0.06%-6,57813F-HRTimeline
Nadler Financial Group, Inc.458,335$47M4.37%+11,50313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC435,777$44.7M2.11%+27,70413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC419,783$43M0.01%+5,83713F-HRTimelineGroup
Veracity Capital LLC404,951$41.5M12.31%+15,81313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…387,312$39.7M0.03%+13,92713F-HR/ATimelineGroup
Townsend & Associates, Inc363,295$38.3M3.42%+1,33113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp360,923$37M0.69%-2,49913F-HRTimelineGroup
Private Advisor Group, LLC356,596$36.6M0.17%+1,28613F-HRTimeline
Tanglewood Legacy Advisors, LLC356,075$36.5M13.71%-287,32313F-HRTimeline
HOWE & RUSLING INC349,317$35.8M2.37%+7,43213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.347,406$35.6M0.52%-59413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Madison Wealth Partners, Inc311,949$32M5.84%+13,17013F-HRTimeline
Curi Capital, LLC310,799$31.9M0.55%+125,70613F-HRTimeline
PCA Investment Advisory Services Inc.302,508$31M10.84%+23,40213F-HRTimeline
ForthRight Wealth Management, LLC300,457$30.8M8.86%+33013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.293,611$30.1M0.05%+156,64013F-HRTimelineGroup
SOUTHERN CAPITAL ADVISORS, LLC293,510$30.1M13.89%+6,65513F-HRTimeline
Financial Engines Advisors L.L.C.289,006$29.6M0.06%+43,90313F-HRTimeline
MML INVESTORS SERVICES, LLC287,995$29.5M0.07%+19,51213F-HRTimeline
Duncan Williams Asset Management, LLC272,824$29.2M7.26%+65,03013F-HRTimeline
DDFG, Inc280,310$28.7M6.29%+9,19613F-HRTimeline
GDS Wealth Management241,470$24.8M1.55%-54,16213F-HRTimeline
Garde Capital, Inc.241,369$24.7M1.47%-61813F-HRTimeline
Waldron Private Wealth LLC239,937$24.6M0.97%-2,48113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC239,554$24.6M0.23%-11,77013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.231,021$23.7M0.16%+20,44013F-HRTimelineGroup
Trek Financial, LLC230,602$23.6M1.37%+172,86913F-HRTimeline
Alliance Private Wealth, LLC218,577$23.2M8.06%13F-HRTimeline
Sanctuary Advisors, LLC216,867$22.2M0.12%-3,57013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…216,637$22.2M0.04%+38,67613F-HR/ATimelineGroup
Steele Capital Management, Inc.210,907$21.6M0.93%-1,36713F-HRTimeline
Strategies Wealth Advisors, LLC210,546$21.6M2.16%-3,37813F-HRTimeline
Cambridge Investment Research Advisors,…210,157$21.5M0.06%-91,74313F-HRTimeline
Salus Financial Advisors, LLC206,991$21.2M12.72%+3,93313F-HRTimeline
SkyOak Wealth, LLC201,021$20.6M3.71%-2,51513F-HRTimeline
Birchcreek Wealth Management, LLC199,277$20.4M10.03%+30,93113F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.194,014$20.4M9.16%-4,79313F-HRTimeline
Integrated Advisors Network LLC179,016$18.4M0.81%-37,04513F-HRTimeline
Richard W. Paul & Associates, LLC174,875$17.9M5.95%+10,05713F-HRTimeline
High Probability Advisors, LLC171,585$17.6M2.35%+4,95613F-HRTimeline
Atria Investments, Inc169,310$17.4M0.2%-10,63313F-HRTimeline
CENTAURUS FINANCIAL, INC.166,357$17.1M0.78%+1,64613F-HRTimeline
Financial Partners Group, Inc160,364$16.9M1.95%+113F-HRTimeline
Crescent Grove Advisors, LLC163,211$16.7M1.59%-46013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP162,531$16.7M0.01%+10,05313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…155,566$16M0.18%+13,57413F-HRTimelineGroup
Petix & Botte Co152,471$15.6M3.55%-21,98113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…150,621$15.4M0.04%+1,83213F-HRTimeline
MFA WEALTH ADVISORS, LLC149,236$15.3M3.23%+9,19113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC147,964$15.2M0.09%-1,49613F-HRTimelineGroup
Global Strategic Investment Solutions, …145,310$14.9M1.46%+55013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP141,729$14.5M0.02%-40613F-HRTimelineGroup
FORTRESS FINANCIAL GROUP, LLC140,995$14.5M10.67%+4,03713F-HRTimeline
Carl P. Sherr & Co., LLC136,991$14.4M6.43%+1,43013F-HRTimeline
Cosner Financial Group, LLC139,518$14.3M7.3%+86513F-HRTimeline
Creative Planningin group Creative Planning133,060$13.6M0.01%-1,96613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…130,522$13.4M0.08%+16,60813F-HRTimelineGroup
Gotham Asset Management, LLC128,490$13.2M0.05%+80,55813F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…125,726$12.9M1.84%+105,87013F-HRTimelineGroup
NewEdge Advisors, LLC123,295$12.6M0.05%+86513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding119,094$12.2M-8,474Timeline
Independence Financial Advisors, LLC118,715$12.2M3.35%-97413F-HRTimeline
Main Street Financial Solutions, LLC117,673$12.1M0.9%-63313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV116,601$12M0.75%+4,02113F-HRTimeline
Roberts Financial Services LLC114,148$11.7M3.67%+24813F-HRTimeline
Certified Advisory Corp114,144$11.7M1.07%-2,94613F-HRTimeline
Lutz Financial Services LLC112,344$11.5M0.78%-92613F-HRTimeline
Sigma Planning Corp108,742$11.2M0.31%-19,48713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC105,148$10.8M0.23%-12,03613F-HRTimeline
Mariner, LLCin group Mariner, LLC105,129$10.8M0.01%+7,87013F-HRTimelineGroup
Keenan, LLC104,957$10.8M9.46%13F-HR/ATimeline
Tortoise Investment Management, LLC103,711$10.6M0.93%-3,05813F-HRTimeline
Integrated Wealth Concepts LLC103,656$10.6M0.13%-2,42913F-HRTimeline
Quent Capital, LLC98,656$10.1M0.73%-65613F-HRTimeline
SAPIENT CAPITAL LLC96,224$9.94M0.14%+15013F-HRTimeline
Dynamic Advisor Solutions LLC95,917$9.84M0.32%-13,17913F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co95,480$9.79M<0.01%-2,85913F-HRTimelineGroup
&PARTNERS95,684$9.75M0.05%+9,03613F-HRTimeline
ARWA LLC93,266$9.56M5.58%13F-HRTimeline
EQUITY INVESTMENT CORP91,904$9.42M0.19%+54,33913F-HRTimeline
Financial Council, LLC90,466$9.28M3.7%-55813F-HRTimeline
Charter Oak Capital Management, LLC89,915$9.22M0.7%+1,75513F-HRTimeline
ALLIANCEBERNSTEIN L.P.89,915$9.22M<0.01%+54713F-HRTimeline
IFG Advisory, LLC89,533$9.18M0.4%+8,43713F-HRTimeline
Amplius Wealth Advisors, LLC87,270$8.95M0.75%-43313F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC85,842$8.8M0.13%013F-HRTimelineGroup
Zuckerman Investment Group, LLC83,056$8.52M0.76%+5,55313F-HRTimeline
Alpha Zero LLC81,665$8.37M4.58%-6,92813F-HRTimeline
Weil Company, Inc.80,935$8.3M1.91%+22,19613F-HRTimeline
ROBINSON SMITH WEALTH ADVISORS LLC80,765$8.28M5.66%-22,45213F-HRTimeline
Symphony Financial, Ltd. Co.79,040$8.13M1.09%-36,67113F-HRTimeline
Foundry Financial Group, Inc.78,918$8.09M4.05%+2,16813F-HRTimeline
HighMark Wealth Management LLC76,800$7.88M3.21%+31213F-HRTimeline
MOTIVE WEALTH ADVISORS75,899$7.78M3.31%-1,58213F-HRTimeline
OneDigital Investment Advisors LLC75,664$7.76M0.08%-67013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV75,207$7.71M0.01%-10,92913F-HRTimeline
LEGACY SOLUTIONS, LLC74,831$7.67M6.74%+1,15213F-HRTimeline
Canvas Wealth Advisors, LLC74,468$7.64M1.3%+2,32313F-HRTimeline
Canandaigua National Trust Co of Florida74,131$7.6M4.76%+48813F-HRTimeline
Valmark Advisers, Inc.70,515$7.23M0.09%-2,40113F-HRTimeline
TD Waterhouse Canada Inc.69,230$7.1M0.04%+1,82313F-HRTimeline
Janney Montgomery Scott LLC67,004$6.87M0.02%+3,39713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…66,622$6.83M0.25%-60,47513F-HRTimelineGroup
Townsend Financial Planning, LLC64,394$6.6M6.61%13F-HRTimeline
Able Wealth Management LLC63,524$6.51M2.06%+83213F-HRTimeline
INTEGRITY ALLIANCE, LLC.63,366$6.5M0.24%+6,95213F-HRTimeline
Mutual Advisors, LLC62,619$6.42M0.14%+2,32013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…62,323$6.39M0.21%+3,82813F-HRTimelineGroup
BEAM WEALTH ADVISORS, INC.61,671$6.32M1.74%-80313F-HRTimeline
Robertson Stephens Wealth Management, L…61,602$6.32M0.18%+49,81213F-HRTimeline
TUDOR INVESTMENT CORP ET AL60,478$6.2M0.03%+45,73513F-HRTimeline
COREPATH WEALTH PARTNERS LLC57,246$6.02M4.04%-27013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC57,750$5.92M3.41%-45313F-HRTimeline
Columbus Macro, LLC57,603$5.91M0.65%-3,82213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS56,989$5.84M0.01%+42513F-HRTimeline
SCS Capital Management LLC56,387$5.78M0.06%-4713F-HRTimeline
Old Mission Investment Co LLC56,209$5.76M1.38%-34813F-HRTimeline
Global Retirement Partners, LLC54,459$5.58M0.1%-8,20513F-HRTimeline
180 WEALTH ADVISORS, LLC54,215$5.56M0.63%-1,07813F-HRTimeline
OpenArc Corporate Advisory, LLC53,766$5.51M0.09%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC53,060$5.44M0.14%+6,04213F-HRTimeline
Summit Financial, LLC52,732$5.41M0.08%+85613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management52,472$5.38M0.18%-24013F-HRTimelineGroup
COMERICA BANK51,795$5.31M0.02%+3,21913F-HRTimeline
STEVENS CAPITAL PARTNERS51,609$5.29M1.39%+1,77113F-HRTimeline
Perigon Wealth Management, LLC51,119$5.24M0.09%-19713F-HRTimeline
Eley Financial Management, Inc50,685$5.2M1.87%+79413F-HRTimeline
Arkadios Wealth Advisors50,570$5.19M0.1%+46,48613F-HRTimeline
Family Capital Management, Inc.49,898$5.12M2.27%+5,33913F-HRTimeline
Eaton Financial Holdings Company, LLC49,808$5.11M1.37%-3,70513F-HRTimeline
Summit Wealth Partners, LLC47,972$4.92M0.91%+33313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC47,700$4.89M0.01%+9,40013F-HRTimeline
Asset Management Group, Inc.47,610$4.88M0.79%+3713F-HRTimeline
Variant Private Wealth, LLC47,525$4.87M5.06%-9,48113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\46,689$4.79M0.01%-55513F-HRTimelineGroup
Breakwater Capital Group46,679$4.79M0.67%-1,41913F-HRTimeline
Elm Partners Management LLC45,133$4.63M0.17%-2913F-HR/ATimeline
ROVIN CAPITAL /UT/ /ADV44,340$4.55M1.21%+14,77213F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\42,965$4.41M<0.01%+81613F-HRTimelineGroup
HILLTOP WEALTH ADVISORS, LLC42,862$4.4M2.21%+2,31113F-HRTimeline
Modern Wealth Management, LLC42,083$4.32M0.08%-13,32413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp41,581$4.26M0.01%-24713F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.41,468$4.25M<0.01%+21,95313F-HRTimelineGroup
IHT Wealth Management, LLC41,409$4.25M0.1%-1,91613F-HRTimeline
Forefront Wealth Partners, LLC41,217$4.23M2%+2,37113F-HRTimeline
Wealth Management Partners, LLC40,110$4.11M1.17%-72313F-HRTimeline
BAILARD, INC.39,482$4.05M0.09%+1,62213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP39,242$4.02M<0.01%-26213F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.39,138$4.01M0.05%+5,45413F-HRTimeline
EP Wealth Advisors, LLC39,126$4.01M0.02%13F-HRTimeline
Windward Private Wealth Management Inc.38,843$3.98M1.38%-74713F-HRTimeline
Sunbelt Securities, Inc.37,438$3.84M0.26%-3,08813F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…36,908$3.79M0.18%-2,41513F-HRTimeline
SOL Capital Management CO36,900$3.78M0.34%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.36,745$3.77M0.01%+32,51713F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …36,571$3.75M0.05%+2,30813F-HRTimelineGroup
Greenline Partners, LLC35,658$3.66M0.42%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…34,450$3.53M0.07%+96513F-HRTimelineGroup
CATALYST PRIVATE WEALTH, LLC34,165$3.5M1.53%+2,04413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC33,607$3.45M0.01%+5,24513F-HRTimelineGroup
CRAMER ROSENTHAL MCGLYNN LLC33,282$3.41M0.22%new13F-HRTimeline