Back to Wealthspire Advisors, LLC

IUSB
Showing 8 of 22 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
4.7M
+2.4%
$218.4M1.7%$46.80
49
2025-Q4
Increased
4.6M
+5.2%
$214.9M1.7%$46.49
51
2025-Q3
Increased
4.4M
+1.1%
$205M1.1%$45.90
49
2025-Q2
Decreased
4.3M
-3.3%
$200.7M1.1%$44.80
0
2025-Q1
Decreased
4.5M
-0.5%
$206.8M1.2%$44.23
0
2024-Q4
Increased
4.5M
+5.3%
$203.9M2.0%$43.22
55
2024-Q3
Increased
4.3M
+356.0%
$201.9M2.1%$44.52
85
2024-Q2
Increased
939,485
+6.0%
$42.5M0.5%$42.19
44

Other major holders of IUSB: ENVESTNET ASSET MANAGEMENT INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used