IWR — ISHARES TR

Ownership history in HT Partners LLC  ·  23 quarters on record

This page tracks every 13F SEC filing in which HT Partners LLC reported a position in ISHARES TR (IWR). 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
0.84% (2024 Q3)
Avg. % of fund
0.65%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 26,956 — 0% 0.77% $2.6M $96.01
2025 Q3 UNCHANGED 26,956 — 0% 0.80% $2.6M $95.90
2025 Q2 UNCHANGED 26,956 — 0% 0.76% $2.5M $91.05
2025 Q1 UNCHANGED 26,956 — 0% 0.79% $2.3M $83.97
2024 Q4 UNCHANGED 26,956 — 0% 0.81% $2.4M $86.99
2024 Q3 UNCHANGED 26,956 — 0% 0.84% $2.4M $86.43
2024 Q2 UNCHANGED 26,956 — 0% 0.77% $2.2M $79.17
2024 Q1 UNCHANGED 26,956 — 0% 0.82% $2.3M $81.90
2023 Q4 UNCHANGED 26,956 — 0% 0.84% $2.1M $75.51
2023 Q3 UNCHANGED 26,956 — 0% 0.56% $1.9M $66.98
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWR price (monthly, adj. close)

Other funds also holding IWR

As of 2025 Q4 — sorted by position size

Stegner Investment Associates Inc. 3Y 22.66% Fox Financial, Inc 12.02% CCG WEALTH MANAGEMENT, LLC 3Y 9.8% PRAIRIEVIEW WEALTH PARTNERS, LLC 9.52% Taylor & Morgan Wealth Management, LLC 3Y 6.53% GGM Financials LLC 6.47% Oakworth Capital, Inc. 3Y 7Y 6.23% SONATA CAPITAL GROUP INC 3Y 7Y 6.19% Sincerus Advisory, LLC 5.94% Campion Asset Management 3Y 5.78%
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