IUSB — ISHARES TR

Ownership history in WealthShield Partners, LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which WealthShield Partners, 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
2.85% (2021 Q2)
Avg. % of fund
1.32%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 277,066 +745 +0.3% 1.42% $12.9M $46.22
2025 Q3 REDUCED 276,321 -16,827 -5.7% 1.46% $12.9M $45.75
2025 Q2 REDUCED 293,148 -20,790 -6.6% 1.64% $13.6M $44.80
2025 Q1 ADDED 313,938 +2,359 +0.8% 1.86% $14.5M $44.18
29 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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