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Disclosery

IUSV ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 31 13F filers report a position in IUSV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…808,409$89.2M7.74%-15113F-HRTimelineGroup
Veracity Capital LLC374,015$41.2M11.1%+5,61313F-HRTimeline
LEGACY SOLUTIONS, LLC73,844$8.14M6.22%+2,72413F-HRTimeline
Canandaigua National Trust Co of Florida72,646$8.01M4.43%13F-HRTimeline
SAPIENT CAPITAL LLC65,412$7.21M0.1%+34313F-HRTimeline
Independence Financial Advisors, LLC58,613$6.46M1.62%-5,18213F-HRTimeline
Breakwater Capital Group44,153$4.87M0.58%-72013F-HRTimeline
Farther Finance Advisors, LLC27,260$3.01M0.02%+24013F-HRTimeline
First Heartland Consultants, Inc.18,923$2.09M0.14%-18213F-HRTimeline
Sound Income Strategies, LLC9,274$1.04M0.05%-1,08313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC9,193$1.01M0.21%013F-HRTimeline
Cambridge Financial Group, LLC5,476$603K0.19%013F-HRTimeline
Invariant Investment Management5,054$561K0.32%+2213F-HRTimeline
Monument Capital Management5,028$554K0.12%-813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,004$442K0.09%013F-HRTimeline
Echo45 Advisors LLC3,693$407K0.19%new13F-HRTimeline
MFA WEALTH ADVISORS, LLC3,440$379K0.06%-12,80413F-HRTimeline
Valeo Financial Advisors, LLC3,315$366K0.01%-51813F-HRTimeline
CX Institutional3,156$348K0.01%+4813F-HRTimeline
Weaver Consulting Group3,003$331K0.06%+28313F-HRTimeline
Apella Capital, LLC2,801$312K<0.01%+15313F-HRTimeline
Roxbury Financial LLC2,781$307K0.24%-313F-HRTimeline
CoreCap Advisors, LLC2,556$282K0.01%+23213F-HRTimeline
Rosenberg Matthew Hamilton1,119$123K0.02%013F-HRTimeline
Trust Co572$63.1K0.01%new13F-HRTimeline
GAMMA Investing LLC538$59.3K<0.01%013F-HRTimeline
Hickory Point Bank & Trust400$44.1K0.03%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC384$42.3K0.01%013F-HRTimeline
Bullock Wealth Management Group96$10.6K<0.01%013F-HRTimeline
Olistico Wealth, LLC72$7.94K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division31$3.42K<0.01%013F-HRTimeline