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IUSBIUSB
26 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in ISHARES TR

OSAIC HOLDINGS, INC. holds 3.3M shares of IUSB (ISHARES TR), worth $152.4M as of 2026-Q2. The position was increased (+19.1% shares). IUSB represents 0.2% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$152.4M

Current Shares

3.3M

Total Value Change

+$135M

Total Shares Change

+2.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.3M
+19.1%
$152.4M0.2%$45.82
43
2026-Q1
Decreased
2.8M
-6.8%
$128.1M0.2%$45.38
0
2025-Q4
Decreased
3M
-9.3%
$138.4M0.2%$45.41
0
2025-Q3
Increased
3.3M
+5.1%
$152.7M0.2%$44.94
38
2025-Q2
Increased
3.1M
+21.1%
$144.1M0.3%$44.01
43
2025-Q1
Increased
2.6M
+1.5%
$118.6M0.3%$43.40
36
2024-Q4
Decreased
2.5M
-3.3%
$113.9M0.3%$42.29
0
2024-Q3
Increased
2.6M
+19.4%
$123.6M0.3%$43.49
43
2024-Q2
Increased
2.2M
+9.9%
$99.3M0.2%$41.31
39
2024-Q1
Decreased
2M
-78.2%
$91.1M0.2%$41.23
0
2023-Q4
Decreased
9.2M
-36.9%
$423.2M0.7%$41.42
0
2023-Q3
Increased
14.6M
+9.7%
$636.6M0.9%$38.81
49
2023-Q2
Increased
13.3M
+10.2%
$603.2M1.1%$40.00
55
2023-Q1
Increased
12.1M
+25.7%
$556.3M1.0%$40.26
61
2022-Q4
Increased
9.6M
+17.8%
$431M0.9%$38.99
51
2022-Q3
Increased
8.1M
+4.0%
$362.4M0.8%$38.24
46
2022-Q2
Decreased
7.8M
-1.6%
$366.6M0.8%$40.00
0
2022-Q1
Increased
8M
+25.0%
$360.7M0.7%$42.16
54
2021-Q4
Increased
6.4M
+4.8%
$336.4M0.6%$44.83
46
2021-Q3
Increased
6.1M
+6.8%
$323.3M0.7%$44.85
47
2021-Q2
Increased
5.7M
+27.3%
$304.2M0.7%$44.87
54
2021-Q1
Increased
4.5M
+786.7%
$235.8M0.6%$44.06
70
2020-Q4
Increased
503,973
+14.3%
$27.5M0.1%$45.44
33
2020-Q3
Increased
441,118
+5.1%
$24M0.1%$44.85
30
2020-Q2
Decreased
419,595
-18.7%
$22.8M0.1%$44.53
0
2020-Q1
New
516,293
-
$17.4M0.1%$42.74
39

Other major holders of IUSB: ENVESTNET ASSET MANAGEMENT INC, Steward Partners Investment Advisory, LLC

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