HSCZ ISHARES TR

Ownership history in Sachetta, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Sachetta, LLC reported a position in ISHARES TR (HSCZ). 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
1.78% (2025 Q4)
Avg. % of fund
0.98%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 83,758 +1,344 +1.6% 1.78% $3.3M $38.91
2025 Q3 REDUCED 82,414 -2,291 -2.7% 1.15% $3.1M $36.89
2025 Q2 REDUCED 84,705 -46,817 -35.6% 1.19% $3.0M $34.37
2025 Q1 ADDED 131,522 +21,132 +19.1% 1.74% $4.2M $31.13
2024 Q4 ADDED 110,390 +47,653 +76.0% 1.39% $3.5M $30.95
2024 Q3 ADDED 62,737 +17,037 +37.3% 0.81% $2.0M $30.97
2024 Q2 ADDED 45,700 +42,918 +1542.7% 0.64% $1.5M $29.88
2024 Q1 UNCHANGED 2,782 0% 0.04% $82K $29.47
2023 Q4 INITIATED 2,782 0.04% $82K
% of Fund (quarterly)    HSCZ price (monthly, adj. close)
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