IUSB — ISHARES TR

Ownership history in Intelligence Driven Advisers, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Intelligence Driven Advisers, 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
8.62% (2025 Q1)
Avg. % of fund
6.14%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,042,459 -73,820 -6.6% 6.94% $48.5M $46.22
2025 Q3 ADDED 1,116,279 +72,539 +6.9% 7.23% $52.1M $45.75
2025 Q2 ADDED 1,043,740 +72,816 +7.5% 7.28% $48.3M $44.80
2025 Q1 REDUCED 970,924 -18,061 -1.8% 8.62% $44.7M $44.18
12 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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