IJS — ISHARES TR

Ownership history in Probity Advisors, Inc.  ·  37 quarters on record

This page tracks every 13F SEC filing in which Probity Advisors, Inc. reported a position in ISHARES TR (IJS). 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
8.98% (2016 Q4)
Avg. % of fund
5.68%
First filed
2016 Q2
Last filed
2025 Q4
Quarters held
37
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 173,140 -2,418 -1.4% 3.15% $19.7M $113.72
2025 Q3 ADDED 175,558 +2,791 +1.6% 3.15% $19.4M $110.07
2025 Q2 REDUCED 172,767 -792 -0.5% 3.02% $17.2M $98.57
2025 Q1 REDUCED 173,559 -1,264 -0.7% 3.25% $16.9M $96.15
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IJS price (monthly, adj. close)

Other funds also holding IJS

As of 2025 Q4 — sorted by position size

Palisades Hudson Asset Management, L.P. 3Y 7Y 12.53% FORTRESS FINANCIAL GROUP, LLC 5.27% LTG Capital LLC 3Y 3.18% Ellis Investment Partners, LLC 3Y 7Y 2.81% Sterling Financial Planning, Inc. 3Y 2.71% Heartwood Wealth Advisors LLC 3Y 2.36% First Citizens Financial Corp 3Y 2.27% Broadview Financial Management, LLC 3Y 7Y 2.25% Clayton Financial Group LLC 2.22% Cambridge Financial Group, LLC 2.09%
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