IJR — ISHARES TR

Ownership history in EWA, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which EWA, LLC reported a position in ISHARES TR (IJR). 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
2.77% (2023 Q4)
Avg. % of fund
1.62%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 43,192 +2,043 +5.0% 1.27% $5.2M $119.99
2025 Q3 ADDED 41,149 +281 +0.7% 1.35% $4.9M $118.09
2025 Q2 ADDED 40,868 +3,905 +10.6% 1.41% $4.5M $108.21
2025 Q1 ADDED 36,963 +1,465 +4.1% 1.44% $3.9M $103.16
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IJR price (monthly, adj. close)

Other funds also holding IJR

As of 2025 Q4 — sorted by position size

LTG Capital LLC 3Y 20.53% PROVIDA PENSION FUND ADMINISTRATOR 3Y 7Y 14.49% Arcataur Capital Management LLC 13.29% Holland Advisory Services, Inc. 3Y 12.94% Fort Henry Capital, LLC 3Y 12.65% Abound Wealth Management 12.51% Shoker Investment Counsel, Inc. 3Y 7Y 11.66% Atlanta Consulting Group Advisors, LLC 11.41% Fi3 FINANCIAL ADVISORS, LLC 3Y 11.1% Paradigm, Strategies in Wealth Management, LLC 3Y 11.03%
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