# ISHARES TR (IUSB)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IUSB/

- Reporting holders: 39
- Reported value: $680.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $266.8M | 6,051,951 | 6.7% | 25 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $141.7M | 3,214,129 | 1.0% | 16 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $71.6M | 1,626,651 | 0.9% | 13 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $48.8M | 1,107,132 | 1.4% | 25 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $36.2M | 820,424 | 10.2% | 15 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $24.5M | 557,270 | 5.6% | 20 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $15.7M | 355,511 | 4.6% | 1 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $11.9M | 270,678 | 0.9% | 18 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $11.3M | 256,862 | 1.8% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $6.5M | 147,578 | 0.2% | 19 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $6.0M | 136,140 | 0.4% | 18 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $5.4M | 122,211 | 2.8% | 8 |
| [Cassilly Financial Group LLC](https://holderbook.com/funds/2090777-cassilly-financial-group-llc/) | $5.0M | 113,563 | 3.4% | 4 |
| [BOS Asset Management, LLC](https://holderbook.com/funds/1965814-bos-asset-management-llc/) | $4.3M | 98,552 | 1.0% | 13 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $3.7M | 84,275 | 0.6% | 22 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $3.3M | 74,677 | 0.9% | 18 |
| [KFA Private Wealth Group, LLC](https://holderbook.com/funds/1800556-kfa-private-wealth-group-llc/) | $2.8M | 64,371 | 0.7% | 26 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $2.8M | 62,692 | 0.1% | 24 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $2.3M | 52,166 | 0.2% | 11 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $1.7M | 39,426 | 0.1% | 23 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $1.3M | 29,197 | 1.0% | 4 |
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $915.8K | 20,771 | 0.4% | 4 |
| [Silverleafe Capital Partners, LLC](https://holderbook.com/funds/1535611-silverleafe-capital-partners-llc/) | $821.6K | 18,635 | 0.2% | 8 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $743.9K | 16,873 | 0.2% | 23 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $714.8K | 16,213 | 0.2% | 23 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 39 | $680.4M |
| Q2 2026 | 861 | $51.0B |
| Q1 2026 | 843 | $38.1B |
| Q4 2025 | 844 | $33.4B |
| Q3 2025 | 754 | $32.9B |
| Q2 2025 | 744 | $32.4B |
| Q1 2025 | 738 | $32.7B |
| Q4 2024 | 727 | $57.1B |
| Q3 2024 | 666 | $34.3B |
| Q2 2024 | 649 | $29.0B |
| Q1 2024 | 635 | $30.3B |
| Q4 2023 | 629 | $24.9B |