SUB ISHARES TR

Ownership history in PFG Advisors  ·  16 quarters on record

This page tracks every 13F SEC filing in which PFG Advisors reported a position in ISHARES TR (SUB). 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
0.19% (2022 Q3)
Avg. % of fund
0.08%
First filed
2021 Q1
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,472 +32 +0.9% 0.02% $371K $105.43
2025 Q1 REDUCED 3,440 -1,526 -30.7% 0.02% $363K $103.03
2024 Q4 REDUCED 4,966 -125 -2.5% 0.03% $524K $102.51
2024 Q3 REDUCED 5,091 -1,487 -22.6% 0.03% $541K $102.45
2024 Q2 REDUCED 6,578 -382 -5.5% 0.05% $688K $100.34
2024 Q1 REDUCED 6,960 -915 -11.6% 0.05% $729K $100.00
2023 Q4 REDUCED 7,875 -4,551 -36.6% 0.07% $830K $100.33
2023 Q3 REDUCED 12,426 -1,621 -11.5% 0.11% $1.3M $97.27
2023 Q2 REDUCED 14,047 -1,458 -9.4% 0.11% $1.5M $97.95
2023 Q1 REDUCED 15,505 -2,077 -11.8% 0.14% $1.6M $98.16
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SUB price (monthly, adj. close)
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