B. Riley Wealth Advisors, Inc. IUSB holdings history
ISHR CR UNVRSE USD BD ETF-UI · CUSIP 46434V613 · CIK 1464811
As of 2026-06-30, B. Riley Wealth Advisors, Inc. reported 167.39K IUSB (shares), valued at $7.75M, or 0.42% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares increased 32.17%; reported value increased 32.80%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.42% | 167,394 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 0.38% | 126,653 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 0.27% | 123,743 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 0.30% | 131,670 | SEC filing ↗Filed Oct 31, 2025 |
| Q2 2025 | 0.31% | 138,944 | SEC filing ↗Filed Aug 19, 2025 |
| Q1 2025 | 0.89% | 635,864 | SEC filing ↗Filed Aug 28, 2026 |
| Q4 2024 | 0.49% | 330,219 | SEC filing ↗Filed Feb 25, 2025 |
| Q3 2024 | 1.04% | 797,695 | SEC filing ↗Filed Dec 13, 2024 |
| Q2 2024 | 0.82% | 713,718 | SEC filing ↗Filed Aug 19, 2024 |
| Q1 2024 | 0.75% | 633,060 | SEC filing ↗Filed May 16, 2024 |
| Q4 2023 | 0.58% | 469,741 | SEC filing ↗Filed Mar 15, 2024 |
| Q3 2023 | 0.75% | 633,060 | SEC filing ↗Filed Dec 1, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.75% | 633,060 | $27.67M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Dec 1, 2023 |
| Q4 2023 | 0.58% | 469,741 | $21.64M | Shares decreased 25.80%; reported value decreased 21.80%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Mar 15, 2024 |
| Q1 2024 | 0.75% | 633,060 | $27.67M | Shares increased 34.77%; reported value increased 27.88%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 16, 2024 |
| Q2 2024 | 0.82% | 713,718 | $32.27M | Shares increased 12.74%; reported value increased 16.62%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 19, 2024 |
| Q3 2024 | 1.04% | 797,695 | $37.50M | Shares increased 11.77%; reported value increased 16.19%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Dec 13, 2024 |
| Q4 2024 | 0.49% | 330,219 | $14.93M | Shares decreased 58.60%; reported value decreased 60.20%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 25, 2025 |
| Q1 2025 | 0.89% | 635,864 | $29.30M | Shares increased 92.56%; reported value increased 96.31%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 28, 2026 |
| Q2 2025 | 0.31% | 138,944 | $6.42M | Shares decreased 78.15%; reported value decreased 78.08%, and weight changed -0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 19, 2025 |
| Q3 2025 | 0.30% | 131,670 | $6.15M | Shares decreased 5.24%; reported value decreased 4.25%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2025 |
| Q4 2025 | 0.27% | 123,743 | $5.76M | Shares decreased 6.02%; reported value decreased 6.36%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 0.38% | 126,653 | $5.84M | Shares increased 2.35%; reported value increased 1.38%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 0.42% | 167,394 | $7.75M | Shares increased 32.17%; reported value increased 32.80%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2026 |
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