IWB ISHARES TR

Ownership history in Clarius Group, LLC  ·  41 quarters on record

This page tracks every 13F SEC filing in which Clarius Group, LLC reported a position in ISHARES TR (IWB). 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.

Peak position
3.04% (2015 Q4)
Avg. % of fund
1.38%
First filed
2015 Q4
Last filed
2025 Q4
Quarters held
41
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 39,400 0% 0.84% $14.7M $372.56
2025 Q3 UNCHANGED 39,400 0% 0.85% $14.4M $363.54
2025 Q2 UNCHANGED 39,400 0% 0.78% $13.4M $336.87
2025 Q1 UNCHANGED 39,400 0% 0.76% $12.1M $303.53
2024 Q4 UNCHANGED 39,400 0% 0.87% $12.7M $317.94
2024 Q3 UNCHANGED 39,400 0% 0.87% $12.4M $309.33
2024 Q2 UNCHANGED 39,400 0% 0.83% $11.7M $291.75
2024 Q1 UNCHANGED 39,400 0% 0.78% $11.3M $281.72
2023 Q4 UNCHANGED 39,400 0% 0.86% $10.3M $255.74
2023 Q3 UNCHANGED 39,400 0% 0.88% $9.3M $228.22
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWB price (monthly, adj. close)
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