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IYZIYZ
Showing 8 of 26 quarters

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

OSAIC HOLDINGS, INC. holds 397,755 shares of IYZ (ISHARES TR), worth $16.8M as of 2026-Q2. The position was increased (+173.3% shares). IYZ represents 0.0% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$16.8M

Current Shares

397,755

Total Value Change

+$16.7M

Total Shares Change

+390,887

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
397,755
+173.3%
$16.8M0.0%$42.31
46
2026-Q1
Decreased
145,559
-12.1%
$5.7M0.0%$39.72
0
2025-Q4
Decreased
165,620
-1.1%
$5.6M0.0%$34.04
0
2025-Q3
Increased
167,540
+4.9%
$5.4M0.0%$31.84
28
2025-Q2
Increased
159,725
+501.6%
$4.8M0.0%$28.94
43
2025-Q1
Decreased
26,548
-91.6%
$727,1450.0%$26.85
0
2024-Q4
Increased
316,457
+4507.7%
$5M0.0%$26.17
43
2024-Q3
Decreased
6,868
-95.4%
$173,5210.0%$24.60
0

Other major holders of IYZ: PRUDENTIAL FINANCIAL INC, Focus Partners Wealth, Phoenix Financial Ltd., BANK OF AMERICA CORP /DE/

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