Position history for Wealthspire Advisors, LLC's holdings in ISHARES TR
Wealthspire Advisors, LLC holds 4.7M shares of IUSB (ISHARES TR), worth $218.4M as of 2026-Q1. The position was increased (+2.4% shares). IUSB represents 1.7% of Wealthspire Advisors, LLC's portfolio.
Current Value
$218.4M
Current Shares
4.7M
Total Value Change
+$175.9M
Total Shares Change
+3.8M
Other major holders of IUSB: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC, Steward Partners Investment Advisory, LLC
Increased |
| 4.7M |
+2.4% |
| $218.4M |
| 1.7% |
| $46.80 |
49 |
| 2025-Q4 | Increased | 4.6M | +5.2% | $214.9M | 1.7% | $46.49 | 51 |
| 2025-Q3 | Increased | 4.4M | +1.1% | $205M | 1.1% | $45.90 | 49 |
| 2025-Q2 | Decreased | 4.3M | -3.3% | $200.7M | 1.1% | $44.80 | 0 |
| 2025-Q1 | Decreased | 4.5M | -0.5% | $206.8M | 1.2% | $44.23 | 0 |
| 2024-Q4 | Increased | 4.5M | +5.3% | $203.9M | 2.0% | $43.22 | 55 |
| 2024-Q3 | Increased | 4.3M | +356.0% | $201.9M | 2.1% | $44.52 | 85 |
| 2024-Q2 | Increased | 939,485 | +6.0% | $42.5M | 0.5% | $42.19 | 44 |