AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD ITB — ISHARES TR

Ownership history in AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD  ·  13 quarters on record

AI Ownership Summary

AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD reported ISHARES TR (ITB) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 4.6% in 2024 Q4. The latest visible filing shows ITB at 2.62% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ITB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD'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 Q2

ITB was reported at 2.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.6% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q2

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.

ITB stock page AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD fund profile AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD full holdings
How AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD held ITB — position size vs. price
% of Fund (quarterly)    ITB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 36.1% +15.6% ❌ 74,400 -42,000 -36.1% 2.62% $6.9M 2025-08-14 (Est.) $108.96
2025 Q1 UNCHANGED — — — 116,400 — 0% 4.43% $11.1M 2025-05-12 $94.84
2024 Q4 REDUCED — — — 116,400 -1,500 -1.3% 4.60% $12.0M 2025-02-12 $99.81
2024 Q3 UNCHANGED — — — 117,900 — 0% 3.73% $12.2M 2024-11-14 $116.57
2024 Q2 UNCHANGED — — — 117,900 — 0% 3.43% $11.9M 2024-08-14 $110.26
2024 Q1 UNCHANGED — — — 117,900 — 0% 3.73% $12.2M 2024-05-15 $109.71
2023 Q4 ADDED — — — 117,900 +48,200 +69.2% 3.66% $119.9M 2024-02-13 $99.35
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ITB

As of 2026 Q1 — sorted by position size

COTTONWOOD CAPITAL ADVISORS, LLC 3Y 3.58% FOCUS Wealth Advisors, LLC 3Y 2.33% WASHINGTON GROWTH STRATEGIES LLC 2.17% Mader & Shannon Wealth Management, Inc. 3Y 7Y 1.98% FORTE ASSET MANAGEMENT LLC 3Y 1.27% SeaBridge Investment Advisors LLC 3Y 7Y 0.98% K.J. Harrison & Partners Inc 3Y 7Y 0.7% FLP Wealth Management, LLC 0.7% Henson-Edgewater Management, LLC 0.67% McGuire Investment Group, LLC 3Y 7Y 0.47%

FAQ About AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD and ITB

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

How long has AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD reported owning ITB?

AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD reported ITB across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported ITB position in AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD's portfolio?

The largest reported portfolio weight for ITB was 4.60% in 2024 Q4.

What is the latest reported ITB position on this page?

The most recent filing on this page is 2025 Q2, when AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD reported 74,400 shares, equal to 2.62% of portfolio, with an estimated market value of $6.9M.

What does the chart on this ITB ownership page compare?

The chart compares AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD's quarterly ITB 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.

How well did AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD time their ITB position?

Based on 13F filing dates vs. subsequent ITB price moves, AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on ITB relative to SPY over the holding period was -1.6%.

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