OEF β€” ISHARES TR

Ownership history in Ackerman Asset Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Ackerman Asset Management, LLC reported ISHARES TR (OEF) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 21.95% in 2025 Q1. The latest visible filing shows OEF at 20.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OEF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ackerman Asset Management, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

OEF was reported at 20.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
21.95% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ackerman Asset Management, LLC held OEF β€” position size vs. price
% of Fund (quarterly)    OEF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 88,735 -151 -0.2% 20.24% $30.4M 2026-02-14 (Est.) $332.61
2025 Q3 REDUCED 88,886 -32 -0.0% 21.19% $29.6M 2025-11-13 $336.86
2025 Q2 REDUCED 88,918 -677 -0.8% 21.68% $27.1M 2025-08-14 $318.35
2025 Q1 INITIATED 89,595 β€” β€” 21.95% $24.3M 2025-05-08 $271.39

FAQ About Ackerman Asset Management, LLC and OEF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ackerman Asset Management, LLC reported owning OEF?

Ackerman Asset Management, LLC reported OEF across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported OEF position in Ackerman Asset Management, LLC's portfolio?

The largest reported portfolio weight for OEF was 21.95% in 2025 Q1.

What is the latest reported OEF position on this page?

The most recent filing on this page is 2025 Q4, when Ackerman Asset Management, LLC reported 88,735 shares, equal to 20.24% of portfolio, with an estimated market value of $30.4M.

What does the chart on this OEF ownership page compare?

The chart compares Ackerman Asset Management, LLC's quarterly OEF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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