ITB — ISHARES TR

Ownership history in Integrated Advisors Network LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Integrated Advisors Network LLC reported a position in ISHARES TR (ITB). 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
0.15% (2021 Q1)
Avg. % of fund
0.07%
First filed
2021 Q1
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,757 -3,061 -31.2% 0.03% $725K $107.07
2021 Q4 REDUCED 9,818 -971 -9.0% 0.05% $814K $79.97
2021 Q3 REDUCED 10,789 -13,679 -55.9% 0.05% $714K $63.77
2021 Q1 INITIATED 24,468 — — 0.15% $1.7M $65.24
% of Fund (quarterly)    ITB price (monthly, adj. close)

Other funds also holding ITB

As of 2025 Q4 — sorted by position size

EMG Holdings, L.P. 3Y 7.12% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 3.89% Hiddenite Capital Partners LP 3Y 2.5% FOCUS Wealth Advisors, LLC 3Y 2.46% WASHINGTON GROWTH STRATEGIES LLC 2.22% Main Management ETF Advisors, LLC 3Y 7Y 2.21% Night Squared LP 2.2% Mader & Shannon Wealth Management, Inc. 3Y 7Y 1.92% Rockport Wealth LLC 1.74% MKP Capital Management, L.L.C. 3Y 7Y 1.34%
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