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IUSBIUSB
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Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in ISHARES TR

NewEdge Advisors, LLC holds 3.1M shares of IUSB (ISHARES TR), worth $142.6M as of 2026-Q1. The position was increased (+8.9% shares). IUSB represents 0.5% of NewEdge Advisors, LLC's portfolio.

Current Value

$142.6M

Current Shares

3.1M

Total Value Change

+$46.3M

Total Shares Change

+958,014

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
3.1M
+8.9%
$142.6M0.5%$45.38
47
2025-Q4
Increased
2.8M
+7.9%
$131.9M0.5%$45.41
39
2025-Q3
Decreased
2.6M
-3.1%
$122.7M0.6%$44.94
0
2025-Q2
Decreased
2.7M
-2.4%
$125.4M0.6%$44.01
0
2025-Q1
Decreased
2.8M
-2.3%
$128M0.8%$43.40
0
2024-Q4
Increased
2.8M
+11.8%
$128.5M0.8%$42.29
48
2024-Q3
Increased
2.5M
+19.5%
$119.9M0.8%$43.49
50
2024-Q2
Increased
2.1M
+33.4%
$96.3M0.7%$41.31
54

Other major holders of IUSB: ENVESTNET ASSET MANAGEMENT INC

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