Back to OSAIC HOLDINGS, INC. OSAIC HOLDINGS, INC.

IWPIWP
26 quarters

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

OSAIC HOLDINGS, INC. holds 1.3M shares of IWP (ISHARES TR), worth $186.1M as of 2026-Q2. The position was increased (+8.5% shares). IWP represents 0.2% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$186.1M

Current Shares

1.3M

Total Value Change

+$129M

Total Shares Change

+802,905

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+8.5%
$186.1M0.2%$146.41
40
2026-Q1
Decreased
1.2M
-1.5%
$150.1M0.2%$127.97
0
2025-Q4
Increased
1.2M
+6.3%
$162.9M0.2%$136.73
39
2025-Q3
Increased
1.1M
+5.6%
$159.6M0.2%$142.03
38
2025-Q2
Increased
1.1M
+8.8%
$146.8M0.3%$138.19
39
2025-Q1
Increased
973,684
+120.3%
$114.4M0.3%$116.96
58
2024-Q4
Decreased
441,918
-7.3%
$56M0.1%$126.07
0
2024-Q3
Decreased
476,731
-29.9%
$55.9M0.1%$116.56
0
2024-Q2
Decreased
679,903
-11.8%
$75M0.2%$109.68
0
2024-Q1
Decreased
771,288
-32.8%
$88M0.2%$113.34
0
2023-Q4
Decreased
1.1M
-21.0%
$120M0.2%$103.62
0
2023-Q3
Increased
1.5M
+26.9%
$132.8M0.2%$90.48
45
2023-Q2
Increased
1.1M
+2.7%
$110.8M0.2%$95.37
37
2023-Q1
Increased
1.1M
+6.6%
$101.5M0.2%$89.78
38
2022-Q4
Increased
1M
+3.0%
$87.6M0.2%$82.43
37
2022-Q3
Increased
1M
+7.3%
$79.8M0.2%$77.01
38
2022-Q2
Increased
948,460
+1.9%
$75.3M0.2%$77.60
36
2022-Q1
Decreased
930,947
-7.1%
$81.9M0.2%$98.32
0
2021-Q4
Increased
1M
+3.8%
$115.4M0.2%$112.59
37
2021-Q3
Decreased
965,997
-0.3%
$108.4M0.2%$109.41
0
2021-Q2
Increased
968,913
+0.2%
$109.7M0.2%$110.39
36
2021-Q1
Decreased
966,819
-13.5%
$98.9M0.2%$99.47
0
2020-Q4
Increased
1.1M
+86.9%
$114.7M0.3%$100.00
56
2020-Q3
Increased
597,940
+42.8%
$102.5M0.3%$84.14
48
2020-Q2
Decreased
418,735
-10.5%
$66.2M0.2%$76.86
0
2020-Q1
New
467,656
-
$57M0.2%$59.03
49

Other major holders of IWP: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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