ISHARES TR (IUSB)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
39
Reporting holders
$680.4M
Reported value
0.0%
Calls
0.0%
Puts
-822
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SigFig Wealth Management, LLC | $266.8M | 6,051,951 | 6.66% | 25q | +10.0%+$24.2M |
| Farther Finance Advisors, LLC | $141.7M | 3,214,129 | 1.00% | 16q | +23.9%+$27.3M |
| Apella Capital, LLC | $71.6M | 1,626,651 | 0.91% | 13q | +17.7%+$10.7M |
| Avidian Wealth Enterprises, LLC | $48.8M | 1,107,132 | 1.36% | 25q | -3.4%-$1.7M |
| ELEVATION WEALTH PARTNERS, LLC | $36.2M | 820,424 | 10.17% | 15q | +5.6%+$1.9M |
| Apeiron RIA LLC | $24.5M | 557,270 | 5.58% | 20q | +91.9%+$11.8M |
| Worth Asset Management, LLC | $15.7M | 355,511 | 4.57% | new | NEW |
| Galvin, Gaustad & Stein, LLC | $11.9M | 270,678 | 0.90% | 18q | +2.7%+$312.6K |
| Balefire, LLC | $11.3M | 256,862 | 1.78% | 5q | +113.5%+$6.0M |
| CoreCap Advisors, LLC | $6.5M | 147,578 | 0.19% | 19q | +25.3%+$1.3M |
| First Heartland Consultants, Inc. | $6.0M | 136,140 | 0.40% | 18q | +23.4%+$1.1M |
| Retirement Wealth Solutions LLC | $5.4M | 122,211 | 2.85% | 8q | +23.5%+$1.0M |
| Cassilly Financial Group LLC | $5.0M | 113,563 | 3.36% | 4q | -39.9%-$3.3M |
| BOS Asset Management, LLC | $4.3M | 98,552 | 1.02% | 13q | HELD |
| Montecito Bank & Trust | $3.7M | 84,275 | 0.56% | 22q | +2.8%+$100.4K |
| FC Advisory LLC | $3.3M | 74,677 | 0.86% | 18q | +13.5%+$391.9K |
| KFA Private Wealth Group, LLC | $2.8M | 64,371 | 0.67% | 26q | -2.8%-$83.2K |
| Sound Income Strategies, LLC | $2.8M | 62,692 | 0.12% | 24q | -9.9%-$304.6K |
| Central Pacific Bank - Trust Division | $2.3M | 52,166 | 0.24% | 11q | +1.3%+$29.5K |
| Cooper Financial Group | $1.7M | 39,426 | 0.14% | 23q | -1.1%-$20.1K |
| Asempa Wealth Advisors | $1.3M | 29,197 | 0.98% | 4q | -2.2%-$29.6K |
| DAVIDSON TRUST CO | $915.8K | 20,771 | 0.36% | 4q | +37.8%+$251.3K |
| Silverleafe Capital Partners, LLC | $821.6K | 18,635 | 0.23% | 8q | +0.9%+$7.5K |
| TrueWealth Advisors, LLC | $743.9K | 16,873 | 0.17% | 23q | +15.8%+$101.6K |
| Prosperity Planning, Inc. | $714.8K | 16,213 | 0.16% | 23q | +23.1%+$134.0K |
| Shira Ridge Wealth Management | $702.9K | 15,943 | 0.24% | 15q | -84.7%-$3.9M |
| LifeGoal Investments, LLC | $660.2K | 14,973 | 0.20% | 6q | +10.7%+$63.7K |
| Atlas Brown,Inc. | $621.3K | 14,091 | 0.16% | 7q | +52.0%+$212.5K |
| Wealth Group Ltd | $575.8K | 13,102 | 0.11% | 12q | -23.0%-$171.5K |
| Intelligence Driven Advisers, LLC | $415.3K | 9,420 | 0.07% | 11q | -99.1%-$44.5M |
| Successful Portfolios LLC | $240.9K | 5,484 | 0.11% | 23q | HELD |
| TOMPKINS FINANCIAL CORP | $76.5K | 1,735 | 0.01% | 8q | HELD |
| Trust Co | $29.8K | 675 | 0.00% | 4q | +145.5%+$17.6K |
| GK Wealth Management LLC | $26.5K | 600 | 0.01% | new | NEW |
| Investors Research Corp | $19.8K | 448 | 0.00% | 22q | HELD |
| Roxbury Financial LLC | $15.4K | 348 | 0.01% | new | NEW |
| GILPIN WEALTH MANAGEMENT, LLC | $14.9K | 337 | 0.01% | 4q | +20.4%+$2.5K |
| Versant Capital Management, Inc | $10.3K | 233 | 0.00% | 16q | HELD |
| EASTERN BANK | $8.8K | 200 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 39 | $680.4M | 15,435,537 | 3 | 21 | 9 | 0.0% |
| Q2 2026 | 861 | $51.0B | 1,104,931,631 | 71 | 476 | 176 | 0.0% |
| Q1 2026 | 843 | $38.1B | 824,397,885 | 68 | 433 | 188 | 0.0% |
| Q4 2025 | 844 | $33.4B | 717,324,552 | 80 | 351 | 226 | 0.0% |
| Q3 2025 | 754 | $32.9B | 705,450,196 | 66 | 243 | 339 | 0.0% |
| Q2 2025 | 744 | $32.4B | 702,143,852 | 63 | 216 | 354 | 0.0% |
| Q1 2025 | 738 | $32.7B | 710,189,947 | 69 | 256 | 304 | 0.0% |
| Q4 2024 | 727 | $57.1B | 1,262,157,198 | 64 | 240 | 288 | 0.0% |
| Q3 2024 | 666 | $34.3B | 728,771,807 | 65 | 384 | 138 | 0.0% |
| Q2 2024 | 649 | $29.0B | 642,628,601 | 56 | 274 | 227 | 0.0% |
| Q1 2024 | 635 | $30.3B | 664,523,517 | 63 | 371 | 117 | 0.0% |
| Q4 2023 | 629 | $24.9B | 540,727,307 | 79 | 198 | 248 | 0.0% |
| Q3 2023 | 545 | $32.8B | 750,352,399 | 56 | 199 | 219 | 0.0% |
| Q2 2023 | 527 | $22.4B | 492,304,340 | 48 | 251 | 135 | 0.0% |
| Q1 2023 | 512 | $21.8B | 471,324,546 | 52 | 286 | 110 | 0.0% |
| Q4 2022 | 525 | $21.2B | 473,154,599 | 65 | 244 | 130 | 0.0% |
| Q3 2022 | 472 | $16.1B | 361,237,807 | 54 | 205 | 147 | 0.0% |
| Q2 2022 | 474 | $16.5B | 353,172,434 | 51 | 193 | 172 | 0.0% |
| Q1 2022 | 473 | $17.6B | 355,473,152 | 54 | 249 | 96 | 0.0% |
| Q4 2021 | 463 | $15.6B | 295,359,395 | 52 | 215 | 101 | 0.0% |
| Q3 2021 | 401 | $13.9B | 261,115,262 | 38 | 223 | 79 | 0.0% |
| Q2 2021 | 379 | $13.6B | 255,649,398 | 55 | 208 | 64 | 0.0% |
| Q1 2021 | 347 | $11.4B | 215,587,125 | 121 | 136 | 54 | 0.0% |
| Q4 2020 | 242 | $5.3B | 97,865,438 | 32 | 114 | 41 | 0.0% |
| Q3 2020 | 199 | $4.8B | 89,089,988 | 23 | 94 | 45 | 0.0% |
| Q2 2020 | 190 | $4.6B | 84,829,279 | 27 | 75 | 49 | 0.0% |
| Q1 2020 | 181 | $4.3B | 81,255,956 | 35 | 65 | 46 | 0.0% |
| Q4 2019 | 167 | $4.1B | 77,931,189 | 33 | 73 | 27 | 0.0% |
| Q3 2019 | 129 | $3.8B | 72,035,981 | 19 | 58 | 29 | 0.0% |
| Q2 2019 | 121 | $3.7B | 71,350,248 | 13 | 61 | 23 | 0.0% |
| Q1 2019 | 116 | $3.3B | 65,366,939 | 22 | 40 | 27 | 0.0% |
| Q4 2018 | 106 | $2.7B | 53,939,460 | 4 | 2 | 1 | 0.0% |