IUSB — ISHARES TR

Ownership history in Larson Financial Group LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Larson Financial Group 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 101 +54 +114.9% 0.00% $5K $45.75
2025 Q1 REDUCED 47 -5 -9.6% 0.00% $2K $44.18
2024 Q4 ADDED 52 +14 +36.8% 0.00% $2K $43.04
2023 Q3 UNCHANGED 38 — 0% 0.00% $2K $39.50
2023 Q2 UNCHANGED 38 — 0% 0.00% $2K $40.72
2023 Q1 UNCHANGED 38 — 0% 0.00% $2K $40.98
2022 Q4 UNCHANGED 38 — 0% 0.00% $2K $39.68
2022 Q3 UNCHANGED 38 — 0% 0.00% $2K $38.92
2022 Q2 UNCHANGED 38 — 0% 0.00% $2K $40.71
2022 Q1 UNCHANGED 38 — 0% 0.00% $2K $42.91
1 older quarter 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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