MBB ISHARES TR

Ownership history in DOHJ, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which DOHJ, LLC reported a position in ISHARES TR (MBB). 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
3.47% (2025 Q2)
Avg. % of fund
1.32%
First filed
2020 Q2
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 129,231 0% 3.47% $11.9M $93.16
2025 Q2 ADDED 129,231 +64,078 +98.4% 3.47% $11.9M $90.95
2025 Q1 ADDED 65,153 +13,542 +26.2% 1.40% $6.1M $89.89
2024 Q4 REDUCED 51,611 -1,542 -2.9% 1.09% $4.7M $87.25
2024 Q3 REDUCED 53,153 -10,224 -16.1% 1.19% $5.1M $90.00
2024 Q2 ADDED 63,377 +1,708 +2.8% 1.45% $5.8M $85.39
2024 Q1 ADDED 61,669 +3,927 +6.8% 1.51% $5.7M $85.14
2023 Q4 ADDED 57,742 +54,742 +1824.7% 1.61% $5.4M $86.12
2021 Q1 ADDED 3,000 +467 +18.4% 0.19% $325K $93.13
2020 Q4 ADDED 2,533 +54 +2.2% 0.16% $279K $94.27
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MBB price (monthly, adj. close)
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