IUSB — ISHARES TR

Ownership history in CONSCIOUS WEALTH INVESTMENTS, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which CONSCIOUS WEALTH INVESTMENTS, LLC reported a position in ISHARES TR (IUSB). 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
4.75% (2023 Q4)
Avg. % of fund
3.93%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 135,804 -625 -0.5% 3.80% $6.3M $46.22
2025 Q3 ADDED 136,429 +26,826 +24.5% 3.79% $6.4M $45.75
2025 Q2 ADDED 109,603 +877 +0.8% 3.23% $5.1M $44.80
2025 Q1 REDUCED 108,726 -16,419 -13.1% 3.44% $4.9M $44.18
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IUSB price (monthly, adj. close)

Other funds also holding IUSB

As of 2025 Q4 — sorted by position size

Mason & Associates, LLC 29.96% Stash Investments, LLC 17.63% MCMORGAN & CO LLC 3Y 7Y 12.46% LANDMARK WEALTH MANAGEMENT, INC. 11.73% ELEVATION WEALTH PARTNERS, LLC 11.06% ONE Advisory Partners, LLC 3Y 9.51% High Falls Advisors, Inc 3Y 7Y 8.95% Affinity Capital Advisors, LLC 3Y 8.93% MOULTON WEALTH MANAGEMENT, INC 3Y 8.83% GeoWealth Management, LLC 3Y 7.86%
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