Position history for Wealthspire Advisors, LLC's holdings in ISHARES TR
Wealthspire Advisors, LLC holds 4.6M shares of IUSB (ISHARES TR), worth $214.9M as of 2025-Q4. The position was increased (++5.2% shares). IUSB represents 1.7% of Wealthspire Advisors, LLC's portfolio.
Current Value
$214.9M
Current Shares
4.6M
Total Value Change
+$172.4M
Total Shares Change
+3.7M
Other major holders of IUSB: Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC, Steward Partners Investment Advisory, LLC
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 |