IGF — ISHARES TR

Ownership history in Balefire, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Balefire, LLC reported a position in ISHARES TR (IGF). 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
0.32% (2025 Q3)
Avg. % of fund
0.23%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 26,297 +14,936 +131.5% 0.32% $1.6M $60.14
2025 Q2 INITIATED 11,361 — — 0.15% $673K $58.25
% of Fund (quarterly)    IGF price (monthly, adj. close)

Other funds also holding IGF

As of 2025 Q4 — sorted by position size

Chicago Wealth Management, Inc. 3Y 4.6% Hyposwiss Advisors SA 3.21% Ballentine Partners, LLC 3Y 7Y 2.05% FSM Wealth Advisors, LLC 3Y 1.99% Beta Wealth Group, Inc. 3Y 7Y 1.86% B & T Capital Management DBA Alpha Capital Management 3Y 7Y 1.82% Waldron Private Wealth LLC 3Y 7Y 1.64% NorthRock Partners, LLC 3Y 7Y 1.5% CORRADO ADVISORS, LLC 3Y 7Y 1.31% Stelac Advisory Services LLC 3Y 7Y 1.24%
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