STIP β€” ISHARES TR

Ownership history in Friedenthal Financial  Β·  17 quarters on record

AI Ownership Summary

Friedenthal Financial reported ISHARES TR (STIP) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.89% in 2025 Q4. The latest visible filing shows STIP at 2.89% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STIP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Friedenthal Financial's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

STIP was reported at 2.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.89% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Friedenthal Financial held STIP β€” position size vs. price
% of Fund (quarterly)    STIP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 54,894 +4,071 +8.0% 2.89% $5.6M 2026-02-14 (Est.) $103.01
2025 Q3 ADDED 50,823 +3,774 +8.0% 2.71% $5.3M 2025-10-15 $102.28
2025 Q2 ADDED 47,049 +2,873 +6.5% 2.65% $4.8M 2025-07-23 $100.78
2025 Q1 ADDED 44,176 +4,446 +11.2% 2.73% $4.6M 2025-04-21 $99.47
2024 Q4 ADDED 39,730 +939 +2.4% 2.34% $4.0M 2025-01-13 $96.68
2024 Q3 ADDED 38,791 +734 +1.9% 2.30% $3.9M 2024-10-17 $96.44
2024 Q2 ADDED 38,057 +2,957 +8.4% 2.36% $3.8M 2024-07-16 $94.79
2024 Q1 ADDED 35,100 +805 +2.3% 2.15% $3.5M 2024-04-25 $92.79
2023 Q4 REDUCED 34,295 -1,324 -3.7% 2.21% $3.4M 2024-01-29 $92.45
2023 Q3 ADDED 35,619 +2,621 +7.9% 2.34% $3.5M 2023-10-17 $89.97
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Friedenthal Financial and STIP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Friedenthal Financial reported owning STIP?

Friedenthal Financial reported STIP across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported STIP position in Friedenthal Financial's portfolio?

The largest reported portfolio weight for STIP was 2.89% in 2025 Q4.

What is the latest reported STIP position on this page?

The most recent filing on this page is 2025 Q4, when Friedenthal Financial reported 54,894 shares, equal to 2.89% of portfolio, with an estimated market value of $5.6M.

What does the chart on this STIP ownership page compare?

The chart compares Friedenthal Financial's quarterly STIP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Friedenthal Financial Holdings