IUSB β€” ISHARES TR

Ownership history in Viewpoint Capital Management LLC  Β·  1 quarter on record

AI Ownership Summary

Viewpoint Capital Management LLC reported ISHARES TR (IUSB) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. The latest visible filing shows IUSB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IUSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Viewpoint Capital Management LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IUSB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Viewpoint Capital Management LLC held IUSB β€” position size vs. price
% of Fund (quarterly)    IUSB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 117 β€” β€” 0.00% $5K 2025-10-22 $46.30

FAQ About Viewpoint Capital Management LLC and IUSB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Viewpoint Capital Management LLC reported owning IUSB?

Viewpoint Capital Management LLC reported IUSB across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported IUSB position in Viewpoint Capital Management LLC's portfolio?

The largest reported portfolio weight for IUSB was 0.00% in 2025 Q3.

What is the latest reported IUSB position on this page?

The most recent filing on this page is 2025 Q3, when Viewpoint Capital Management LLC reported 117 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this IUSB ownership page compare?

The chart compares Viewpoint Capital Management LLC's quarterly IUSB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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