IBMR — ISHARES TR

Ownership history in FF Advisors,LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which FF Advisors,LLC reported a position in ISHARES TR (IBMR). 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
0.64% (2025 Q4)
Avg. % of fund
0.44%
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 56,057 +24,843 +79.6% 0.64% $1.4M $25.32
2025 Q3 ADDED 31,214 +218 +0.7% 0.38% $797K $25.21
2025 Q2 ADDED 30,996 +397 +1.3% 0.41% $782K $24.75
2025 Q1 ADDED 30,599 +3,782 +14.1% 0.44% $762K $24.41
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBMR price (monthly, adj. close)

Other funds also holding IBMR

As of 2025 Q4 — sorted by position size

Praetorian Wealth Management, Inc. 3Y 1.04% Covington Investment Advisors Inc. 3Y 7Y 0.83% Cypress Point Wealth Management, LLC 3Y 0.66% LBMC INVESTMENT ADVISORS, LLC 3Y 7Y 0.66% Granite Harbor Advisors, Inc. 0.66% Kathmere Capital Management, LLC 3Y 0.48% Godshalk Welsh Capital Management, Inc. 3Y 7Y 0.45% Envision Financial Planning, LLC 0.44% BLUE SQUARE ASSET MANAGEMENT, LLC 3Y 0.34% Signature Wealth Management Group 3Y 7Y 0.33%
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