SHV — ISHARES TR

Ownership history in Engineers Gate Manager LP  ·  4 quarters on record

This page tracks every 13F SEC filing in which Engineers Gate Manager LP reported a position in ISHARES TR (SHV). 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
0.03% (2025 Q1)
Avg. % of fund
0.02%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 16,094 +654 +4.2% 0.02% $1.8M $108.41
2025 Q2 ADDED 15,440 +1,830 +13.4% 0.02% $1.7M $107.23
2025 Q1 ADDED 13,610 +9,834 +260.4% 0.03% $1.5M $106.15
2024 Q4 INITIATED 3,776 — — 0.01% $416K $105.08
% of Fund (quarterly)    SHV price (monthly, adj. close)

Other funds also holding SHV

As of 2025 Q4 — sorted by position size

Hansen & Associates Financial Group, Inc. 29.71% Legacy Advisory Services, LLC 20.25% Client First Capital LLC 3Y 15.24% Able Wealth Management LLC 12.9% Bull Oak Capital, LLC 9.96% Allred Capital Management, LLC 3Y 7Y 9.63% PARAGON CAPITAL MANAGEMENT INC 8.53% CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3Y 7.52% White Lighthouse Investment Management Inc. 3Y 7Y 7.26% Bulltick Wealth Management, LLC 7.18%
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