IUSB ISHARES TR

Ownership history in DOHJ, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which DOHJ, 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
2.26% (2024 Q4)
Avg. % of fund
1.63%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 86,237 0% 1.14% $3.9M $45.75
2025 Q2 REDUCED 86,237 -72,076 -45.5% 1.14% $3.9M $44.80
2025 Q1 REDUCED 158,313 -58,126 -26.9% 1.67% $7.3M $44.18
2024 Q4 ADDED 216,439 +23,124 +12.0% 2.26% $9.8M $43.04
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IUSB price (monthly, adj. close)
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