IJT — ISHARES TR

Ownership history in Focus Partners Advisor Solutions, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Focus Partners Advisor Solutions, 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
0.01% (2023 Q4)
Avg. % of fund
0.01%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,684 -55 -3.2% 0.00% $237K $141.09
2024 Q3 REDUCED 1,739 -34 -1.9% 0.01% $243K $137.85
2024 Q2 ADDED 1,773 +120 +7.3% 0.01% $228K $126.44
2024 Q1 ADDED 1,653 +27 +1.7% 0.01% $216K $128.36
1 older quarter 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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