TLTW ISHARES TR

Ownership history in Advisory Services Network, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ISHARES TR (TLTW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2023 Q3)
Avg. % of fund
0.01%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 3,523 -6,565 -65.1% 0.00% $82K $22.13
2024 Q1 REDUCED 10,088 -1,257 -11.1% 0.01% $269K $20.28
2023 Q4 ADDED 11,345 +930 +8.9% 0.01% $312K $20.47
2023 Q3 ADDED 10,415 +2,122 +25.6% 0.01% $301K $20.03
2023 Q2 ADDED 8,293 +470 +6.0% 0.01% $278K $22.47
2023 Q1 ADDED 7,823 +4,803 +159.0% 0.01% $270K $22.15
2022 Q4 INITIATED 3,020 0.00% $98K
% of Fund (quarterly)    TLTW price (monthly, adj. close)
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