Ownership history in RITHOLTZ WEALTH MANAGEMENT · 15 quarters on record
This page tracks every 13F SEC filing in which RITHOLTZ WEALTH MANAGEMENT reported a position in ISHARES TR (STIP). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 2,255,855 | +109,416 | +5.1% | 4.22% | $231.0M | $102.39 |
| 2025 Q3 | ADDED | 2,146,439 | +121,719 | +6.0% | 4.31% | $221.9M | $102.02 |
| 2025 Q2 | ADDED | 2,024,720 | +247,269 | +13.9% | 4.60% | $208.4M | $100.45 |
| 2025 Q1 | ADDED | 1,777,451 | +205,304 | +13.1% | 5.49% | $183.9M | $99.46 |
| 2024 Q4 | ADDED | 1,572,147 | +59,199 | +3.9% | 4.65% | $158.2M | $96.57 |
| 2024 Q3 | ADDED | 1,512,948 | +84,443 | +5.9% | 4.62% | $153.3M | $96.65 |
| 2024 Q2 | ADDED | 1,428,505 | +52,456 | +3.8% | 4.69% | $142.1M | $94.30 |
| 2024 Q1 | ADDED | 1,376,049 | +116,986 | +9.3% | 4.72% | $136.8M | $92.96 |
| 2023 Q4 | ADDED | 1,259,063 | +124,715 | +11.0% | 4.82% | $124.1M | $92.17 |
| 2023 Q3 | ADDED | 1,134,348 | +79,638 | +7.6% | 4.94% | $109.9M | $89.89 |
As of 2025 Q4 — sorted by position size