IUSG β€” ISHARES TR

Ownership history in BLB&B Advisors, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which BLB&B Advisors, LLC reported a position in ISHARES TR (IUSG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.01% (2024 Q1)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2024 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    IUSG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,289 -462 -26.4% 0.01% $212K $164.10
2024 Q1 INITIATED 1,751 β€” β€” 0.01% $205K β€”

🏒 Other funds also holding IUSG

As of 2025 Q4 β€” sorted by position size

Tanglewood Legacy Advisors, LLC 3Y 20.5% HILLTOP WEALTH ADVISORS, LLC 3Y 20.12% Cardinal Strategic Wealth Guidance 3Y 14.68% Veracity Capital LLC 3Y 12.61% Madison Wealth Partners, Inc 3Y 12.3% FORTRESS FINANCIAL GROUP, LLC 11.48% NorthStar Asset Management LLC /NJ/ 10.32% DDFG, Inc 3Y 9.83% Birchcreek Wealth Management, LLC 3Y 9.74% ForthRight Wealth Management, LLC 3Y 8.5%
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