IBGK β€” ISHARES TR

Ownership history in CITADEL ADVISORS LLC  Β·  7 quarters on record

AI Ownership Summary

CITADEL ADVISORS LLC reported ISHARES TR (IBGK) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. The latest visible filing shows IBGK at 0.00% 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 IBGK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITADEL ADVISORS 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

IBGK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 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 CITADEL ADVISORS LLC held IBGK β€” position size vs. price
% of Fund (quarterly)    IBGK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 24,438 +10,799 +79.2% 0.00% $577K 2026-02-14 (Est.) $24.03
2025 Q3 ADDED 13,639 +6 +0.0% 0.00% $329K 2025-11-14 $23.58
2025 Q2 REDUCED 13,633 -1,007 -6.9% 0.00% $326K 2025-08-14 $22.82
2025 Q1 REDUCED 14,640 -1,485 -9.2% 0.00% $361K 2025-05-15 $22.39
2024 Q4 REDUCED 16,125 -24,628 -60.4% 0.00% $384K 2025-02-14 $22.93
2024 Q3 REDUCED 40,753 -10,031 -19.8% 0.00% $1.1M 2024-11-14 $23.07
2024 Q2 INITIATED 50,784 β€” β€” 0.00% $1.3M 2024-08-14 $24.70

🏒 Other funds also holding IBGK

As of 2025 Q4 β€” sorted by position size

RAYMOND JAMES FINANCIAL INC 0.0% BlackRock, Inc. 0.0%

FAQ About CITADEL ADVISORS LLC and IBGK

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

How long has CITADEL ADVISORS LLC reported owning IBGK?

CITADEL ADVISORS LLC reported IBGK across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported IBGK position in CITADEL ADVISORS LLC's portfolio?

The largest reported portfolio weight for IBGK was 0.00% in 2024 Q2.

What is the latest reported IBGK position on this page?

The most recent filing on this page is 2025 Q4, when CITADEL ADVISORS LLC reported 24,438 shares, equal to 0.00% of portfolio, with an estimated market value of $577K.

What does the chart on this IBGK ownership page compare?

The chart compares CITADEL ADVISORS LLC's quarterly IBGK 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.

← Back to CITADEL ADVISORS LLC Holdings