ILF — ISHARES TR

Ownership history in Marks Wealth, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Marks Wealth, LLC reported a position in ISHARES TR (ILF). 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
6.93% (2025 Q4)
Avg. % of fund
6.93%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 679,794 — — 6.93% $20.7M $30.45
% of Fund (quarterly)    ILF price (monthly, adj. close)

Other funds also holding ILF

As of 2025 Q4 — sorted by position size

METLIFE INC 3Y 7Y 18.05% Kiker Wealth Management, LLC 6.17% New Harbor Financial Group, LLC 3Y 7Y 5.5% Stonehearth Capital Management, LLC 3Y 7Y 2.5% Moneda S.A. Administradora General de Fondos 3Y 2.43% AVALON CAPITAL MANAGEMENT 3Y 7Y 2.37% Carrera Capital Advisors 2.13% Leibman Financial Services, Inc. 1.91% Omnia Family Wealth, LLC 3Y 7Y 1.91% SSA SWISS ADVISORS AG 1.55%
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