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Disclosery

IUSV ISHARES TR

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SHS (fund)

781 managers (793 13F filers) reported a position in IUSV shares at 2026-03-31, 196,627,879 shares in all. 56 filers opened a position and 56 filers sold out during the quarter.

Managers
781
13F filers
793
New
56
Added
286
Reduced
243
Sold out
56
Shares held by filers
196,627,879

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/83,374,722$8.53B0.62%-26,90813F-HRTimelineGroup
LPL Financial LLC17,225,624$1.76B0.47%+819,09313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY9,859,581$1.01B0.06%+138,83013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,651,770$768M0.37%+1,234,20513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,165,021$733M+1,224,584Timeline
SIGNATUREFD, LLC4,642,282$475M7.28%+68,52313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding4,385,859$448M+104,026Timeline
Blue Trust, Inc.4,275,724$437M5%-162,28413F-HRTimeline
ASPIRIANT, LLC3,683,055$377M10.73%+100,85913F-HRTimeline
Merit Financial Group, LLC2,788,906$285M2.12%+193,99713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,079,573$209M0.01%-242,68713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,640,137$168M0.05%-80,32513F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,619,649$166M+5,586Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,508,476$154M0.03%+29,88713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,437,925$147M0.08%+218,86213F-HRTimelineGroup
Auto-Owners Insurance Coin group Auto-Owners Insurance Co1,354,000$139M2.9%013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,313,006$134M1.33%+164,90113F-HRTimelineGroup
Modera Wealth Management, LLC1,187,481$121M1.46%-6,41113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,183,894$121M0.02%+89,22113F-HR/ATimelineGroup
BLAIR WILLIAM & CO/IL1,165,952$119M0.34%+71,95313F-HRTimeline
Foster Group, Inc.1,112,192$114M3.38%+31,35213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers1,024,836$105M0.15%+137,80613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP818,409$83.3M0.12%+35,00113F-HRTimelineGroup
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…810,696$82.9M7.42%13F-HRTimelineGroup
Venturi Wealth Management, LLC791,991$81M3.65%-505,35513F-HRTimeline
HighTower Advisors, LLC717,475$73.4M0.08%+10,01013F-HRTimeline
Cetera Investment Advisers710,815$72.7M0.08%-32,78513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC702,083$71.8M1.05%+74,43413F-HRTimelineGroup
Sequoia Financial Advisors, LLC695,650$71.1M0.4%+36013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC658,576$67.3M0.09%-503,07113F-HRTimeline
McGlone Suttner Wealth Management, Inc.653,302$66.8M8.85%+9,42813F-HRTimeline
Allworth Financial LP597,602$61.1M0.25%-14,35613F-HRTimeline
CWM, LLCin group CWM, LLC568,929$58.2M0.15%-44,14313F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …525,572$53.7M0.09%-18,01413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.513,451$52.5M0.08%+10,72613F-HRTimelineGroup
FMR LLCin group FMR LLC477,801$48.9M<0.01%+6,86413F-HRTimelineGroup
Nadler Financial Group, Inc.453,426$46.4M4.47%-4,90913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding450,095$46M-30,372Timeline
Curi Capital, LLC449,471$46M0.82%+138,67213F-HRTimeline
KINTRA WEALTH, LLC442,950$45.3M3.2%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC434,741$44.5M0.01%-125,43013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC417,873$42.7M0.01%-1,91013F-HR/ATimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC407,856$41.7M1.83%-27,92113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…390,733$40.1M0.09%-60,69013F-HRTimeline
Tanglewood Legacy Advisors, LLC381,429$39M14.11%+25,35413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp367,483$37.6M0.72%+6,56013F-HRTimelineGroup
Veracity Capital LLC360,856$36.9M13.18%-44,09513F-HRTimeline
HOWE & RUSLING INC358,791$36.7M2.39%+9,47413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.358,137$36.6M0.56%+10,73113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Engines Advisors L.L.C.344,715$35.2M0.07%+55,70913F-HRTimeline
Townsend & Associates, Inc319,320$34.1M2.94%-43,97513F-HRTimeline
PCA Investment Advisory Services Inc.320,867$32.8M10.95%+18,35913F-HRTimeline
Madison Wealth Partners, Inc312,125$31.9M5.09%+17613F-HRTimeline
ForthRight Wealth Management, LLC302,273$30.9M8.77%+1,81613F-HRTimeline
DDFG, Inc297,363$30.4M6.55%+17,05313F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC295,600$30.2M14.15%+2,09013F-HRTimeline
Duncan Williams Asset Management, LLC270,470$27.7M7.67%-2,35413F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC250,032$25.6M0.22%+10,47813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC249,807$25.5M0.07%-38,18813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…246,630$25.2M0.02%-140,68213F-HRTimelineGroup
Gotham Asset Management, LLC240,968$24.6M0.08%+112,47813F-HRTimeline
Garde Capital, Inc.237,433$24.3M1.45%-3,93613F-HRTimeline
Waldron Private Wealth LLC234,683$24M0.94%-5,25413F-HRTimeline
GDS Wealth Management228,072$23.3M1.4%-13,39813F-HRTimeline
Sanctuary Advisors, LLC226,681$23.2M0.13%+9,81413F-HRTimeline
Salus Financial Advisors, LLC225,265$23M13.43%+18,27413F-HRTimeline
Alliance Private Wealth, LLC220,943$22.6M8.12%+2,36613F-HRTimeline
Private Advisor Group, LLC219,581$22.5M0.11%-137,01513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…216,562$22.1M0.04%-7513F-HRTimelineGroup
Cambridge Investment Research Advisors,…211,610$21.6M0.06%+1,45313F-HRTimeline
Steele Capital Management, Inc.209,516$21.4M0.89%-1,39113F-HRTimeline
Strategies Wealth Advisors, LLC203,013$20.8M2.09%-7,53313F-HRTimeline
Birchcreek Wealth Management, LLC201,795$20.6M9.94%+2,51813F-HRTimeline
SkyOak Wealth, LLC200,476$20.5M3.75%-54513F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.192,555$20.3M9.08%-1,45913F-HRTimeline
Richard W. Paul & Associates, LLC182,128$18.6M6.27%+7,25313F-HRTimeline
High Probability Advisors, LLC178,271$18.2M2.33%+6,68613F-HRTimeline
Crescent Grove Advisors, LLC162,440$16.6M1.65%-77113F-HRTimeline
Financial Partners Group, Inc161,395$16.5M1.97%+1,03113F-HRTimeline
MFA WEALTH ADVISORS, LLC159,592$16.3M3.21%+10,35613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…158,595$16.2M0.18%+3,02913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.331,227$16.1M0.1%+100,20613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…156,812$16M0.1%+26,29013F-HRTimelineGroup
Trek Financial, LLC155,090$15.9M0.84%-75,51213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…153,047$15.6M0.05%+2,42613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP151,232$15.5M0.01%-11,29913F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE149,660$15.3M0.02%new13F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC147,252$15.1M0.07%-71213F-HRTimelineGroup
Global Strategic Investment Solutions, …145,694$14.9M1.46%+38413F-HRTimeline
Cosner Financial Group, LLC139,863$14.3M7.85%+34513F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC139,371$14.3M10.54%-1,62413F-HRTimeline
Carl P. Sherr & Co., LLC136,427$13.9M6.55%-56413F-HRTimeline
Creative Planningin group Creative Planning134,278$13.7M0.01%+1,21813F-HRTimelineGroup
NewEdge Advisors, LLC130,212$13.3M0.05%+6,91713F-HR/ATimeline
Main Street Financial Solutions, LLC126,236$12.9M0.94%+8,56313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.125,476$12.8M0.02%-168,13513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding120,962$12.4M+1,868Timeline
Keenan, LLC120,130$12.4M10.42%+15,17313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV119,388$12.2M0.74%+2,78713F-HRTimeline
Atria Investments, Inc118,551$12.1M0.14%-50,75913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP112,742$11.5M0.02%-28,98713F-HRTimelineGroup
Lutz Financial Services LLC111,571$11.4M0.77%-77313F-HRTimeline
Roberts Financial Services LLC110,281$11.3M3.59%-3,86713F-HRTimeline
Mariner, LLCin group Mariner, LLC106,867$10.9M0.01%+1,73813F-HRTimelineGroup
Integrated Wealth Concepts LLC106,391$10.9M0.09%+2,73513F-HRTimeline
ARWA LLC102,381$10.8M5.34%+9,11513F-HRTimeline
Crestwood Advisors Group, LLC104,819$10.7M0.18%+80,13813F-HRTimeline
Janney Montgomery Scott LLC103,513$10.6M0.03%+36,50913F-HRTimeline
Tortoise Investment Management, LLC101,314$10.4M0.86%-2,39713F-HRTimeline
Sigma Planning Corp100,840$10.3M0.29%-7,90213F-HRTimeline
Dynamic Advisor Solutions LLC97,701$9.99M0.31%+1,78413F-HRTimeline
Weil Company, Inc.97,655$9.99M2.24%+16,72013F-HRTimeline
SAPIENT CAPITAL LLC96,529$9.87M0.15%+30513F-HR/ATimeline
Quent Capital, LLC96,370$9.85M0.7%-2,28613F-HRTimeline
&PARTNERS94,482$9.67M0.05%-1,20213F-HRTimeline
Charter Oak Capital Management, LLC93,569$9.57M0.74%+3,65413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC93,484$9.56M0.2%-11,66413F-HRTimeline
Independence Financial Advisors, LLC92,953$9.5M2.85%-25,76213F-HRTimeline
Financial Council, LLC90,785$9.28M3.58%+31913F-HRTimeline
Zuckerman Investment Group, LLC88,535$9.05M0.85%+5,47913F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC85,842$8.78M0.2%013F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co85,459$8.74M<0.01%-10,02113F-HRTimelineGroup
Amplius Wealth Advisors, LLC84,621$8.65M0.72%-2,64913F-HRTimeline
Alpha Zero LLC83,264$8.51M4.31%+1,59913F-HRTimeline
ALLIANCEBERNSTEIN L.P.82,275$8.44M<0.01%-7,64013F-HRTimeline
Foundry Financial Group, Inc.80,426$8.22M4.08%+1,50813F-HRTimeline
HighMark Wealth Management LLC80,539$8.21M3.34%+3,73913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV79,237$8.1M0.01%+4,03013F-HRTimeline
Vestmark Advisory Solutions, Inc.77,615$7.94M0.09%+38,47713F-HRTimeline
Canvas Wealth Advisors, LLC76,631$7.84M1.33%+2,16313F-HRTimeline
OneDigital Investment Advisors LLC75,728$7.74M0.08%+6413F-HRTimeline
MOTIVE WEALTH ADVISORS75,222$7.69M3.61%-67713F-HRTimeline
Family Capital Management, Inc.75,005$7.67M3.41%+25,10713F-HRTimeline
Symphony Financial, Ltd. Co.74,408$7.57M1%-4,63213F-HRTimeline
Canandaigua National Trust Co of Florida73,765$7.54M6.06%-36613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…71,340$7.29M0.29%+9,01713F-HRTimelineGroup
Petix & Botte Co71,297$7.29M1.62%-81,17413F-HRTimeline
CENTAURUS FINANCIAL, INC.71,183$7.28M0.35%-95,17413F-HRTimeline
LEGACY SOLUTIONS, LLC70,673$7.23M6.7%-4,15813F-HRTimeline
Independent Advisor Alliance70,222$7.18M0.08%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC70,127$7.17M0.01%+36,52013F-HRTimelineGroup
Certified Advisory Corp68,742$7.03M0.63%-45,40213F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.68,355$6.99M0.01%13F-HRTimelineGroup
Valmark Advisers, Inc.67,597$6.91M0.08%-2,91813F-HRTimeline
INTEGRITY ALLIANCE, LLC.67,175$6.87M0.26%+3,80913F-HRTimeline
Townsend Financial Planning, LLC66,066$6.76M6.54%+1,67213F-HRTimeline
Able Wealth Management LLC64,947$6.64M1.78%+1,42313F-HRTimeline
Mutual Advisors, LLC63,917$6.54M0.14%+1,29813F-HRTimeline
BEAM WEALTH ADVISORS, INC.60,870$6.22M1.55%-80113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding60,628$6.2M+50,942Timeline
COREPATH WEALTH PARTNERS LLC57,502$6.02M4.06%+25613F-HRTimeline
Columbus Macro, LLC58,781$6.01M0.64%+1,17813F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC58,232$5.95M3.49%+48213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…57,762$5.91M0.23%-8,86013F-HRTimelineGroup
Arkadios Wealth Advisors57,409$5.87M0.1%+6,83913F-HRTimeline
Summit Financial, LLC56,779$5.81M0.07%+4,04713F-HRTimeline
SCS Capital Management LLC56,387$5.77M0.06%013F-HRTimeline
Advisory Services Network, LLC55,927$5.72M0.08%+41,68513F-HRTimeline
Old Mission Investment Co LLC55,640$5.69M1.33%-56913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS54,461$5.57M0.01%-2,52813F-HRTimeline
180 WEALTH ADVISORS, LLC53,232$5.44M0.62%-98313F-HRTimeline
Robertson Stephens Wealth Management, L…52,847$5.4M0.15%-8,75513F-HRTimeline
Eley Financial Management, Inc51,500$5.27M1.9%+81513F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management51,395$5.26M0.18%-1,07713F-HRTimelineGroup
Perigon Wealth Management, LLC50,360$5.15M0.09%-75913F-HRTimeline
OpenArc Corporate Advisory, LLC49,532$5.06M0.07%-4,23413F-HRTimeline
Summit Wealth Partners, LLC48,908$5M0.79%+93613F-HRTimeline
Elm Partners Management LLC49,756$5M0.22%+4,62313F-HRTimeline
STEVENS CAPITAL PARTNERS48,024$4.91M1.18%-3,58513F-HRTimeline
TD Waterhouse Canada Inc.48,011$4.9M0.01%-21,21913F-HRTimeline
Variant Private Wealth, LLC47,704$4.88M5.91%+17913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\46,571$4.76M0.01%-11813F-HRTimelineGroup
Eaton Financial Holdings Company, LLC46,477$4.75M1.56%-3,33113F-HRTimeline
Breakwater Capital Group45,720$4.67M0.63%-95913F-HRTimeline
VestGen Advisors, LLC42,044$4.57M0.13%+30,64913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.44,292$4.53M<0.01%+2,82413F-HRTimelineGroup
Asset Management Group, Inc.43,480$4.45M0.72%-4,13013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…42,601$4.36M0.08%+8,15113F-HRTimelineGroup
EQUITY INVESTMENT CORP42,378$4.33M0.08%-49,52613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\42,232$4.32M<0.01%-73313F-HRTimelineGroup
IHT Wealth Management, LLC40,701$4.16M0.1%-70813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp40,539$4.15M0.01%-1,04213F-HR/ATimelineGroup
HILLTOP WEALTH ADVISORS, LLC40,537$4.14M2.48%-2,32513F-HRTimeline
BAILARD, INC.40,129$4.1M0.09%+64713F-HRTimeline
Wealth Management Partners, LLC40,127$4.1M1.17%+1713F-HRTimeline
Modern Wealth Management, LLC39,526$4.05M0.07%-2,55713F-HRTimeline
DEROY & DEVEREAUX PRIVATE INVESTMENT CO…39,278$4.02M0.19%+2,37013F-HRTimeline
Towne Trust Company, N.A39,026$3.99M1.28%+7,93913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC38,976$3.99M0.09%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP38,824$3.97M<0.01%-41813F-HRTimelineGroup
Windward Private Wealth Management Inc.38,460$3.93M1.36%-38313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …38,107$3.9M0.05%+1,53613F-HRTimelineGroup
EP Wealth Advisors, LLC37,592$3.84M0.02%-1,53413F-HRTimeline
Geneos Wealth Management Inc.37,444$3.83M0.09%+13,13613F-HRTimeline
Forefront Wealth Partners, LLC37,148$3.8M1.59%-4,06913F-HRTimeline
Beacon Pointe Advisors, LLC37,129$3.8M0.02%+24,67713F-HRTimeline
Integrated Advisors Network LLC36,602$3.74M0.2%-142,41413F-HRTimeline
Greenline Partners, LLC35,658$3.65M0.39%013F-HRTimeline
Sunbelt Securities, Inc.34,543$3.53M0.22%-2,89513F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…33,764$3.45M1.03%+8,39313F-HRTimeline