OARSMAN CAPITAL, INC. IUSB holdings history
ISHR CR UNVRSE USD BD ETF-UI · CUSIP 46434V613 · CIK 1569667
As of 2025-06-30, OARSMAN CAPITAL, INC. reported 902.05K IUSB (shares), valued at $41.70M, or 6.54% of its reported non-derivative portfolio. Filed 2025-08-01.
Verify history & sources →Shares increased 35.07%; reported value increased 35.51%, and weight changed +1.01 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 | Not reported | Not reported | — |
| Q1 2026 | Not reported | Not reported | — |
| Q4 2025 | Not reported | Not reported | — |
| Q3 2025 | Not reported | Not reported | — |
| Q2 2025 | 6.54% | 902,048 | SEC filing ↗Filed Aug 1, 2025 |
| Q1 2025 | 5.53% | 667,815 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 4.60% | 583,742 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 4.38% | 502,675 | SEC filing ↗Filed Nov 8, 2024 |
| Q2 2024 | 4.29% | 431,096 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 2.74% | 251,493 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 2.73% | 222,906 | SEC filing ↗Filed Feb 16, 2024 |
| Q3 2023 | 3.40% | 185,862 | SEC filing ↗Filed Oct 27, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.40% | 185,862 | $8.12M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 27, 2023 |
| Q4 2023 | 2.73% | 222,906 | $10.27M | Shares increased 19.93%; reported value increased 26.39%, and weight changed -0.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 16, 2024 |
| Q1 2024 | 2.74% | 251,493 | $11.47M | Shares increased 12.82%; reported value increased 11.65%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 4.29% | 431,096 | $19.49M | Shares increased 71.41%; reported value increased 70.02%, and weight changed +1.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 4.38% | 502,675 | $23.69M | Shares increased 16.60%; reported value increased 21.50%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 8, 2024 |
| Q4 2024 | 4.60% | 583,742 | $26.39M | Shares increased 16.13%; reported value increased 11.40%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 5.53% | 667,815 | $30.77M | Shares increased 14.40%; reported value increased 16.63%, and weight changed +0.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 6.54% | 902,048 | $41.70M | Shares increased 35.07%; reported value increased 35.51%, and weight changed +1.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2025 |
| Q3 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.