USIG — ISHARES TR

Ownership history in STEPHENS INC /AR/  ·  11 quarters on record

This page tracks every 13F SEC filing in which STEPHENS INC /AR/ reported a position in ISHARES TR (USIG). 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
0.01% (2021 Q3)
Avg. % of fund
0.0%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,367 +38 +0.9% 0.00% $228K $51.02
2025 Q2 ADDED 4,329 +37 +0.9% 0.00% $223K $49.67
2025 Q1 ADDED 4,292 +24 +0.6% 0.00% $219K $48.76
2024 Q4 ADDED 4,268 +48 +1.1% 0.00% $215K $47.63
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    USIG price (monthly, adj. close)

Other funds also holding USIG

As of 2025 Q4 — sorted by position size

Santa Clara Valley Transportation Authority 20.98% Long Run Wealth Advisors, LLC 3Y 11.66% Cosner Financial Group, LLC 9.47% Trivant Custom Portfolio Group, LLC 5.22% Voya Financial Advisors, Inc. 3Y 7Y 4.12% IVC Wealth Advisors LLC 3Y 3.42% Erickson Financial Group, LLC 3Y 3.14% Avidian Wealth Enterprises, LLC 3Y 7Y 2.88% Blue Edge Capital, LLC 3Y 7Y 2.85% Glassy Mountain Advisors, Inc. 3Y 2.84%
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