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IUSBIUSB
Showing 8 of 18 quarters

Position history for OneDigital Investment Advisors LLCOneDigital Investment Advisors LLC's holdings in ISHARES TR

OneDigital Investment Advisors LLC holds 8.5M shares of IUSB (ISHARES TR), worth $391.2M as of 2026-Q2. The position was increased (+11.7% shares). IUSB represents 3.3% of OneDigital Investment Advisors LLC's portfolio.

Current Value

$391.2M

Current Shares

8.5M

Total Value Change

-$11.2M

Total Shares Change

-62,474

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
8.5M
+11.7%
$391.2M3.3%$45.82
64
2026-Q1
Increased
7.6M
+10.6%
$350.6M3.4%$45.38
63
2025-Q4
Increased
6.9M
+2.9%
$319.3M3.1%$45.41
58
2025-Q3
Decreased
6.7M
-0.8%
$311.4M3.2%$44.94
0
2025-Q2
Decreased
6.7M
-12.8%
$310.6M3.4%$44.01
0
2025-Q1
Decreased
7.7M
-0.1%
$355M4.2%$43.40
0
2024-Q4
Decreased
7.7M
-9.7%
$348.7M4.0%$42.29
0
2024-Q3
Increased
8.5M
+19.3%
$402.4M4.6%$43.48
68

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

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