IUSV β€” ISHARES TR

Ownership history in Integrated Advisors Network LLC  Β·  21 quarters on record

AI Ownership Summary

Integrated Advisors Network LLC reported ISHARES TR (IUSV) in 21 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.99% in 2023 Q3. The latest visible filing shows IUSV at 0.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IUSV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Integrated Advisors Network LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IUSV was reported at 0.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.99% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Integrated Advisors Network LLC held IUSV β€” position size vs. price
% of Fund (quarterly)    IUSV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 179,016 -37,045 -17.1% 0.81% $18.4M 2026-02-14 (Est.) $106.36
2025 Q3 ADDED 216,061 +20,387 +10.4% 0.91% $21.6M 2025-11-12 $101.62
2025 Q2 ADDED 195,674 +175,357 +863.1% 0.84% $18.5M 2025-08-12 $95.72
2025 Q1 REDUCED 20,317 -55,629 -73.2% 0.09% $1.9M 2025-04-15 $85.35
2024 Q4 ADDED 75,946 +34,689 +84.1% 0.34% $7.0M 2025-02-25 $93.30
2024 Q3 REDUCED 41,257 -20,585 -33.3% 0.19% $3.9M 2024-10-25 $92.43
2024 Q2 ADDED 61,842 +1,422 +2.4% 0.28% $5.5M 2024-08-09 $86.85
2024 Q1 REDUCED 60,420 -142,975 -70.3% 0.28% $5.5M 2024-05-06 $84.46
2023 Q4 REDUCED 203,395 -13,699 -6.3% 0.97% $17.2M 2024-02-26 $82.77
2023 Q3 REDUCED 217,094 -234,021 -51.9% 0.99% $16.2M 2023-11-16 $74.73
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Integrated Advisors Network LLC and IUSV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Integrated Advisors Network LLC reported owning IUSV?

Integrated Advisors Network LLC reported IUSV across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IUSV position in Integrated Advisors Network LLC's portfolio?

The largest reported portfolio weight for IUSV was 0.99% in 2023 Q3.

What is the latest reported IUSV position on this page?

The most recent filing on this page is 2025 Q4, when Integrated Advisors Network LLC reported 179,016 shares, equal to 0.81% of portfolio, with an estimated market value of $18.4M.

What does the chart on this IUSV ownership page compare?

The chart compares Integrated Advisors Network LLC's quarterly IUSV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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