ICVT β€” ISHARES TR

Ownership history in Kilter Group LLC  Β·  1 quarter on record

AI Ownership Summary

Kilter Group LLC reported ISHARES TR (ICVT) in 1 quarterly 13F filing from 2025 Q2 through 2025 Q2. The latest visible filing shows ICVT at 0.00% 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 ICVT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kilter 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
2025 Q2

ICVT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 Q2

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.

How Kilter Group LLC held ICVT β€” position size vs. price
% of Fund (quarterly)    ICVT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 INITIATED β€” β€” β€” 0.00% $24 2025-08-13 $92.29

FAQ About Kilter Group LLC and ICVT

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

How long has Kilter Group LLC reported owning ICVT?

Kilter Group LLC reported ICVT across 1 quarterly 13F filings, from 2025 Q2 through 2025 Q2.

What was the largest reported ICVT position in Kilter Group LLC's portfolio?

The largest reported portfolio weight for ICVT was 0.00% in 2025 Q2.

What is the latest reported ICVT position on this page?

The latest section of the table and chart shows the most recent reported ICVT position for Kilter Group LLC.

What does the chart on this ICVT ownership page compare?

The chart compares Kilter Group LLC's quarterly ICVT 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.

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