IUSB — ISHARES TR

Ownership history in W ADVISORS, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which W ADVISORS, 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
1.77% (2023 Q3)
Avg. % of fund
1.16%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 42,066 +1,318 +3.2% 0.98% $2.0M $46.22
2025 Q3 REDUCED 40,748 -6,913 -14.5% 1.00% $1.9M $45.75
2025 Q2 REDUCED 47,661 -1,115 -2.3% 1.26% $2.2M $44.80
2025 Q1 ADDED 48,776 +4,004 +8.9% 1.41% $2.2M $44.18
10 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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