IJT — ISHARES TR

Ownership history in ETFIDEA, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which ETFIDEA, LLC reported a position in ISHARES TR (IJT). 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
3.02% (2022 Q4)
Avg. % of fund
2.74%
First filed
2022 Q4
Last filed
2024 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 60,270 -223 -0.4% 2.66% $8.4M $137.64
2024 Q2 ADDED 60,493 +788 +1.3% 2.63% $7.8M $126.25
2024 Q1 ADDED 59,705 +520 +0.9% 2.66% $7.8M $128.16
2023 Q4 ADDED 59,185 +1,189 +2.1% 2.78% $7.4M $122.47
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IJT price (monthly, adj. close)

Other funds also holding IJT

As of 2025 Q4 — sorted by position size

Sterling Financial Planning, Inc. 3Y 5.48% Palisades Hudson Asset Management, L.P. 3Y 7Y 5.38% FORTRESS FINANCIAL GROUP, LLC 5.35% Clayton Financial Group LLC 3.32% LTG Capital LLC 3Y 3.19% Future Fund LLC 3Y 2.87% Cottage Street Advisors LLC 3Y 7Y 2.64% Schneider Downs Wealth Management Advisors, LP 3Y 7Y 2.54% Cypress Capital Management LLC (WY) 3Y 7Y 2.53% Probity Advisors, Inc. 3Y 7Y 2.49%
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