IUSB — ISHARES TR

Ownership history in Cypress Wealth Services, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Cypress Wealth Services, 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
3.14% (2023 Q1)
Avg. % of fund
1.95%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 150,758 +8,799 +6.2% 0.97% $7.0M $46.22
2025 Q3 REDUCED 141,959 -21,000 -12.9% 1.09% $6.6M $45.75
2025 Q2 REDUCED 162,959 -8,845 -5.1% 1.35% $7.5M $44.80
2025 Q1 REDUCED 171,804 -12,978 -7.0% 1.61% $7.9M $44.18
16 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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