IEUS β€” ISHARES TR

Ownership history in Vontobel Holding Ltd.  Β·  16 quarters on record

AI Ownership Summary

Vontobel Holding Ltd. reported ISHARES TR (IEUS) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.03% in 2024 Q1. The latest visible filing shows IEUS at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IEUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vontobel Holding Ltd.'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 Q4

IEUS was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Vontobel Holding Ltd. held IEUS β€” position size vs. price
% of Fund (quarterly)    IEUS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 71,163 -8 -0.0% 0.02% $4.9M 2026-02-14 (Est.) $72.58
2025 Q3 REDUCED 71,171 -104 -0.1% 0.01% $4.8M 2025-10-15 $66.27
2025 Q2 REDUCED 71,275 -435 -0.6% 0.02% $4.8M 2025-07-23 $68.03
2025 Q1 REDUCED 71,710 -518 -0.7% 0.01% $4.1M 2025-04-28 $58.43
2024 Q4 ADDED 72,228 +134 +0.2% 0.01% $3.9M 2025-01-30 $54.39
2024 Q3 REDUCED 72,094 -67 -0.1% 0.01% $4.4M 2024-10-16 $56.08
2024 Q2 ADDED 72,161 +21 +0.0% 0.01% $4.0M 2024-08-13 $54.96
2024 Q1 REDUCED 72,140 -83 -0.1% 0.03% $4.1M 2024-05-10 $54.61
2023 Q4 ADDED 72,223 +8,036 +12.5% 0.02% $4.1M 2024-01-30 $51.19
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding IEUS

As of 2026 Q1 β€” sorted by position size

Quantum Financial Advisors, LLC 3Y 0.02% Farther Finance Advisors, LLC 0.0%

FAQ About Vontobel Holding Ltd. and IEUS

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

How long has Vontobel Holding Ltd. reported owning IEUS?

Vontobel Holding Ltd. reported IEUS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IEUS position in Vontobel Holding Ltd.'s portfolio?

The largest reported portfolio weight for IEUS was 0.03% in 2024 Q1.

What is the latest reported IEUS position on this page?

The most recent filing on this page is 2025 Q4, when Vontobel Holding Ltd. reported 71,163 shares, equal to 0.02% of portfolio, with an estimated market value of $4.9M.

What does the chart on this IEUS ownership page compare?

The chart compares Vontobel Holding Ltd.'s quarterly IEUS 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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