HART & PATTERSON FINANCIAL GROUP LLC USIG — ISHARES TR

Ownership history in HART & PATTERSON FINANCIAL GROUP LLC  ·  5 quarters on record

AI Ownership Summary

HART & PATTERSON FINANCIAL GROUP LLC reported ISHARES TR (USIG) in 5 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 1.78% in 2023 Q4. The latest visible filing shows USIG at 1.47% 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.

What this USIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HART & PATTERSON FINANCIAL GROUP LLC'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
2024 Q4

USIG was reported at 1.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.78% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2024 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.

USIG stock page HART & PATTERSON FINANCIAL GROUP LLC fund profile HART & PATTERSON FINANCIAL GROUP LLC full holdings
How HART & PATTERSON FINANCIAL GROUP LLC held USIG — position size vs. price
% of Fund (quarterly)    USIG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 ADDED — — — 60,039 +1,448 +2.5% 1.47% $3.0M 2025-02-14 (Est.) $47.67
2024 Q3 REDUCED 13.6% -2.8% ✅ 58,591 -9,221 -13.6% 1.46% $3.1M 2024-10-10 $47.87
2024 Q2 ADDED — — — 67,812 +508 +0.8% 1.69% $3.4M 2024-07-16 $46.68
2024 Q1 ADDED — — — 67,304 +301 +0.4% 1.69% $3.4M 2024-04-16 $44.53
2023 Q4 INITIATED — — — 67,003 — — 1.78% $3.4M 2024-03-15 $45.37

🏢 Other funds also holding USIG

As of 2026 Q1 — sorted by position size

New Jersey Better Educational Savings Trust 3Y 7Y 42.7% Santa Clara Valley Transportation Authority 20.53% North Dakota State Investment Board 11.61% Cosner Financial Group, LLC 10.28% SIMA Wealth Partners, LLC 7.56% TIAA Wealth Investment Management LLC 4.42% Voya Financial Advisors, Inc. 3Y 7Y 4.11% Fjell Capital, LLC 4.07% Trivant Custom Portfolio Group, LLC 3Y 3.72% IVC Wealth Advisors LLC 3Y 3.47%

FAQ About HART & PATTERSON FINANCIAL GROUP LLC and USIG

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

How long has HART & PATTERSON FINANCIAL GROUP LLC reported owning USIG?

HART & PATTERSON FINANCIAL GROUP LLC reported USIG across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported USIG position in HART & PATTERSON FINANCIAL GROUP LLC's portfolio?

The largest reported portfolio weight for USIG was 1.78% in 2023 Q4.

What is the latest reported USIG position on this page?

The most recent filing on this page is 2024 Q4, when HART & PATTERSON FINANCIAL GROUP LLC reported 60,039 shares, equal to 1.47% of portfolio, with an estimated market value of $3.0M.

What does the chart on this USIG ownership page compare?

The chart compares HART & PATTERSON FINANCIAL GROUP LLC's quarterly USIG 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.

How well did HART & PATTERSON FINANCIAL GROUP LLC time their USIG position?

Based on 13F filing dates vs. subsequent USIG price moves, HART & PATTERSON FINANCIAL GROUP LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on USIG relative to SPY over the holding period was -14.0%.

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