CITADEL ADVISORS LLC IBIJ β€” ISHARES TR

Ownership history in CITADEL ADVISORS LLC  Β·  8 quarters on record

AI Ownership Summary

CITADEL ADVISORS LLC reported ISHARES TR (IBIJ) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. The latest visible filing shows IBIJ 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 IBIJ 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

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

High-water mark
Peak Conviction
0.0% 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
2023 Q4 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.

IBIJ stock page CITADEL ADVISORS LLC fund profile CITADEL ADVISORS LLC full holdings
How CITADEL ADVISORS LLC held IBIJ β€” position size vs. price
% of Fund (quarterly)    IBIJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 31,068 +12,224 +64.9% 0.00% $803K 2026-02-14 (Est.) $26.18
2025 Q3 REDUCED 7.8% +0.4% ❌ 18,844 -1,601 -7.8% 0.00% $497K 2025-11-14 $25.79
2025 Q2 REDUCED 48.2% +2.4% ❌ 20,445 -19,004 -48.2% 0.00% $534K 2025-08-14 $25.41
2025 Q1 ADDED β€” β€” β€” 39,449 +18,800 +91.0% 0.00% $1.0M 2025-05-15 $24.59
2024 Q4 REDUCED 25.8% +4.8% ❌ 20,649 -7,193 -25.8% 0.00% $515K 2025-02-14 $24.22
2024 Q2 ADDED β€” β€” β€” 27,842 +6,035 +27.7% 0.00% $715K 2024-08-14 $24.25
2024 Q1 REDUCED 39.8% -0.2% βœ… 21,807 -14,421 -39.8% 0.00% $561K 2024-05-15 $23.39
2023 Q4 INITIATED β€” β€” β€” 36,228 β€” β€” 0.00% $936K 2024-02-14 $23.13

🏒 Other funds also holding IBIJ

As of 2026 Q1 β€” sorted by position size

JIM SAULNIER & ASSOCIATES, LLC 0.58% 4Thought Financial Group Inc. 3Y 0.17% Quantum Financial Advisors, LLC 3Y 0.05% CENTRAL TRUST Co 3Y 7Y 0.0%

FAQ About CITADEL ADVISORS LLC and IBIJ

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 IBIJ?

CITADEL ADVISORS LLC reported IBIJ across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for IBIJ was 0.00% in 2025 Q1.

What is the latest reported IBIJ position on this page?

The most recent filing on this page is 2025 Q4, when CITADEL ADVISORS LLC reported 31,068 shares, equal to 0.00% of portfolio, with an estimated market value of $803K.

What does the chart on this IBIJ ownership page compare?

The chart compares CITADEL ADVISORS LLC's quarterly IBIJ 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 CITADEL ADVISORS LLC time their IBIJ position?

Based on 13F filing dates vs. subsequent IBIJ price moves, CITADEL ADVISORS LLC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on IBIJ relative to SPY over the holding period was -13.0%.

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