IUSB — ISHARES TR

Ownership history in MCMORGAN & CO LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which MCMORGAN & CO 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
16.91% (2023 Q2)
Avg. % of fund
12.3%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,615,139 +17,815 +1.1% 12.46% $75.2M $46.22
2025 Q3 REDUCED 1,597,324 -71,090 -4.3% 11.49% $74.6M $45.75
2025 Q2 ADDED 1,668,414 +3,288 +0.2% 11.37% $77.1M $44.80
2025 Q1 REDUCED 1,665,126 -162,550 -8.9% 12.28% $76.7M $44.18
15 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% 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% Skyline Advisors, Inc. 7.76%
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