Ownership history in Advisor OS, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in ISHARES TR (IWR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 6,854 | +118 | +1.8% | 0.06% | $662K | $95.90 |
| 2025 Q2 | ADDED | 6,736 | +136 | +2.1% | 0.06% | $620K | $91.05 |
| 2025 Q1 | ADDED | 6,600 | +1,160 | +21.3% | 0.06% | $561K | $83.97 |
| 2024 Q1 | UNCHANGED | 5,440 | — | 0% | 0.05% | $457K | $81.90 |
| 2023 Q4 | REDUCED | 5,440 | -296 | -5.2% | 0.06% | $423K | $75.51 |
| 2023 Q3 | ADDED | 5,736 | +15 | +0.3% | 0.06% | $397K | $66.98 |
| 2023 Q2 | ADDED | 5,721 | +316 | +5.8% | 0.07% | $418K | $70.30 |
| 2023 Q1 | INITIATED | 5,405 | — | — | 0.09% | $378K | $67.13 |
As of 2025 Q4 — sorted by position size