IJT — ISHARES TR

Ownership history in Future Fund LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Future Fund 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
3.81% (2025 Q2)
Avg. % of fund
3.3%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 64,211 — 0% 2.87% $9.1M $140.94
2025 Q3 UNCHANGED 64,211 — 0% 3.21% $9.1M $140.88
2025 Q2 INITIATED 64,211 — — 3.81% $8.5M $132.16
% 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% 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% Newton One Investments LLC 3Y 2.35%
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