IUSG — iShares ETFs/USA

Ownership history in CX Institutional  ·  30 quarters on record

This page tracks every 13F SEC filing in which CX Institutional reported a position in iShares ETFs/USA (IUSG). 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
2.4% (2025 Q2)
Avg. % of fund
1.09%
First filed
2018 Q2
Last filed
2025 Q4
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 343,577 -13,995 -3.9% 1.72% $57.7M $167.76
2025 Q3 REDUCED 357,572 -102,903 -22.3% 1.79% $58.8M $164.10
2025 Q2 ADDED 460,475 +53,301 +13.1% 2.40% $69.3M $149.77
2025 Q1 ADDED 407,174 +112,903 +38.4% 1.95% $51.7M $126.36
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IUSG price (monthly, adj. close)

Other funds also holding IUSG

As of 2025 Q4 — 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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