IUSB — ISHARES TR

Ownership history in Opes Wealth Management LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Opes Wealth Management 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
3.72% (2023 Q3)
Avg. % of fund
2.96%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 347,916 +12,375 +3.7% 2.64% $16.2M $46.22
2025 Q3 REDUCED 335,541 -12,294 -3.5% 2.71% $15.7M $45.75
2025 Q2 REDUCED 347,835 -14,736 -4.1% 2.86% $16.1M $44.80
2025 Q1 ADDED 362,571 +23,956 +7.1% 3.37% $16.7M $44.18
24 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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