FLOT β€” ISHARES TR

Ownership history in Donor Advised Charitable Giving, Inc.  Β·  9 quarters on record

AI Ownership Summary

Donor Advised Charitable Giving, Inc. reported ISHARES TR (FLOT) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.54% in 2024 Q1. The latest visible filing shows FLOT at 0.02% 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 FLOT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Donor Advised Charitable Giving, Inc.'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

FLOT was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.54% in 2024 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.

How Donor Advised Charitable Giving, Inc. held FLOT β€” position size vs. price
% of Fund (quarterly)    FLOT 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 14,388 +226 +1.6% 0.02% $732K 2026-02-14 (Est.) $50.79
2025 Q3 ADDED 14,162 +174 +1.2% 0.01% $723K 2025-10-27 $50.11
2025 Q2 ADDED 13,988 +173 +1.3% 0.01% $714K 2025-07-22 $49.47
2025 Q1 REDUCED 13,815 -14,629 -51.4% 0.02% $705K 2025-04-09 $48.50
2024 Q4 ADDED 28,444 +514 +1.8% 0.03% $1.4M 2025-01-16 $48.27
2024 Q3 ADDED 27,930 +416 +1.5% 0.03% $1.4M 2024-10-15 $47.54
2024 Q2 ADDED 27,514 +408 +1.5% 0.03% $1.4M 2024-07-12 $46.91
2024 Q1 ADDED 27,106 +265 +1.0% 2.54% $1.4M 2024-05-09 $46.42
2023 Q4 INITIATED 26,841 β€” β€” 0.07% $1.4M 2024-01-24 $45.46

FAQ About Donor Advised Charitable Giving, Inc. and FLOT

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

How long has Donor Advised Charitable Giving, Inc. reported owning FLOT?

Donor Advised Charitable Giving, Inc. reported FLOT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FLOT position in Donor Advised Charitable Giving, Inc.'s portfolio?

The largest reported portfolio weight for FLOT was 2.54% in 2024 Q1.

What is the latest reported FLOT position on this page?

The most recent filing on this page is 2025 Q4, when Donor Advised Charitable Giving, Inc. reported 14,388 shares, equal to 0.02% of portfolio, with an estimated market value of $732K.

What does the chart on this FLOT ownership page compare?

The chart compares Donor Advised Charitable Giving, Inc.'s quarterly FLOT 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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