IJK — ISHARES TR

Ownership history in Hyperion Partners, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Hyperion Partners, LLC reported a position in ISHARES TR (IJK). 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
0.49% (2024 Q1)
Avg. % of fund
0.47%
First filed
2023 Q1
Last filed
2024 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 8,426 +578 +7.4% 0.49% $775K $91.00
2024 Q2 ADDED 7,848 +447 +6.0% 0.49% $692K $87.01
2024 Q1 ADDED 7,401 +234 +3.3% 0.49% $675K $89.97
2023 Q4 ADDED 7,167 +31 +0.4% 0.45% $568K $77.98
2023 Q3 UNCHANGED 7,136 — 0% 0.45% $515K $70.87
2023 Q2 ADDED 7,136 +11 +0.2% 0.45% $535K $73.31
2023 Q1 INITIATED 7,125 — — 0.46% $510K $69.74
% of Fund (quarterly)    IJK price (monthly, adj. close)

Other funds also holding IJK

As of 2025 Q4 — sorted by position size

Broadview Financial Management, LLC 3Y 7Y 6.08% Sterling Financial Planning, Inc. 3Y 5.37% Hudson Capital Management LLC 3Y 7Y 4.7% Ifrah Financial Services, Inc. 3Y 7Y 3.54% First Citizens Financial Corp 3Y 3.52% Brightwater Advisory LLC 3.02% INSPIRION WEALTH ADVISORS, LLC 3Y 7Y 2.86% Willis Johnson & Associates, Inc. 3Y 2.84% LTG Capital LLC 3Y 2.78% Denver PWM, LLC 3Y 7Y 2.48%
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