BTX β€” BLACKROCK INNOVATION AND GRW

Ownership history in Shaker Financial Services, LLC  Β·  12 quarters on record

AI Ownership Summary

Shaker Financial Services, LLC reported BLACKROCK INNOVATION AND GRW (BTX) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.06% in 2025 Q1. The latest visible filing shows BTX at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Shaker Financial Services, LLC's position in BLACKROCK INNOVATION AND GRW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BTX was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BTX stock page Shaker Financial Services, LLC fund profile Shaker Financial Services, LLC full holdings
How Shaker Financial Services, LLC held BTX β€” position size vs. price
% of Fund (quarterly)    BTX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 194,268 +50,270 +34.9% 0.41% $1.3M 2026-02-14 (Est.) $6.43
2025 Q3 REDUCED 143,998 -290,071 -66.8% 0.33% $965K 2025-10-22 $6.25
2025 Q1 ADDED 434,069 +354,579 +446.1% 1.06% $2.7M 2025-05-09 $5.84
2024 Q4 ADDED 79,490 +69,337 +682.9% 0.23% $591K 2025-02-13 $7.13
2024 Q3 REDUCED 10,153 -81,909 -89.0% 0.03% $77K 2024-10-31 $6.31
2024 Q2 ADDED 92,062 +53,062 +136.1% 0.27% $666K 2024-08-02 $5.66
2024 Q1 REDUCED 39,000 -109,344 -73.7% 0.12% $317K 2024-05-13 $5.75
2023 Q4 ADDED 148,344 +118,344 +394.5% 0.45% $1.1M 2024-02-07 $6.08
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BTX

As of 2026 Q1 β€” sorted by position size

David J Yvars Group 3Y 0.05% Marex Group plc 0.01% Investors Research Corp 3Y 7Y 0.0% HIGHLINE WEALTH PARTNERS LLC 0.0% EASTERN BANK 3Y 7Y 0.0%

FAQ About Shaker Financial Services, LLC and BTX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Shaker Financial Services, LLC reported owning BTX?

Shaker Financial Services, LLC reported BTX across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BTX position in Shaker Financial Services, LLC's portfolio?

The largest reported portfolio weight for BTX was 1.06% in 2025 Q1.

What is the latest reported BTX position on this page?

The most recent filing on this page is 2025 Q4, when Shaker Financial Services, LLC reported 194,268 shares, equal to 0.41% of portfolio, with an estimated market value of $1.3M.

What does the chart on this BTX ownership page compare?

The chart compares Shaker Financial Services, LLC's quarterly BTX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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