OEF — ISHARES TR

Ownership history in Client First Capital LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Client First Capital LLC reported a position in ISHARES TR (OEF). 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
4.72% (2024 Q4)
Avg. % of fund
4.08%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 20,077 +42 +0.2% 2.90% $6.9M $342.01
2025 Q3 REDUCED 20,035 -10,431 -34.2% 2.97% $6.7M $331.08
2025 Q2 ADDED 30,466 +463 +1.5% 4.34% $9.3M $302.08
2025 Q1 REDUCED 30,003 -1,798 -5.7% 4.16% $8.1M $268.23
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    OEF price (monthly, adj. close)

Other funds also holding OEF

As of 2025 Q4 — sorted by position size

CM WEALTH ADVISORS LLC 19.16% Marin Bay Wealth Advisors, LLC 15.35% Demars Financial Group, LLC 3Y 11.93% Wealth Forward, LLC 11.48% Avid Wealth Partners LLC 9.47% RIA Advisory Group LLC 3Y 8.93% MB Generational Wealth, LLC 8.41% TSA Wealth Managment LLC 7.88% Detalus Advisors, LLC 3Y 6.3% SNS Financial Group, LLC 3Y 7Y 6.23%
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