USRT β€” ISHARES TR

Ownership history in Destiny Capital Corp/CO  Β·  9 quarters on record

AI Ownership Summary

Destiny Capital Corp/CO reported ISHARES TR (USRT) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.65% in 2025 Q4. The latest visible filing shows USRT at 0.65% 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 USRT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Destiny Capital Corp/CO'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

USRT was reported at 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2025 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 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 Destiny Capital Corp/CO held USRT β€” position size vs. price
% of Fund (quarterly)    USRT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 22,086 +2,131 +10.7% 0.65% $1.3M 2026-02-14 (Est.) $62.08
2025 Q3 ADDED 19,955 +4,197 +26.6% 0.64% $1.2M 2025-10-31 $56.75
2025 Q2 ADDED 15,758 +2,701 +20.7% 0.54% $891K 2025-08-06 $55.00
2025 Q1 ADDED 13,057 +1,772 +15.7% 0.51% $752K 2025-04-16 $52.61
2024 Q4 ADDED 11,285 +825 +7.9% 0.39% $647K 2025-01-31 $55.93
2024 Q3 ADDED 10,460 +3,415 +48.5% 0.39% $626K 2024-11-06 $57.23
2024 Q2 ADDED 7,045 +1,489 +26.8% 0.26% $377K 2024-08-13 $54.86
2024 Q1 ADDED 5,556 +1,114 +25.1% 0.21% $299K 2024-05-06 $48.37
2023 Q4 INITIATED 4,442 β€” β€” 0.17% $241K 2024-02-12 $49.22

FAQ About Destiny Capital Corp/CO and USRT

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

How long has Destiny Capital Corp/CO reported owning USRT?

Destiny Capital Corp/CO reported USRT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported USRT position in Destiny Capital Corp/CO's portfolio?

The largest reported portfolio weight for USRT was 0.65% in 2025 Q4.

What is the latest reported USRT position on this page?

The most recent filing on this page is 2025 Q4, when Destiny Capital Corp/CO reported 22,086 shares, equal to 0.65% of portfolio, with an estimated market value of $1.3M.

What does the chart on this USRT ownership page compare?

The chart compares Destiny Capital Corp/CO's quarterly USRT 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.

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