FIBR — ISHARES TR

Ownership history in Sharkey, Howes & Javer  ·  1 quarter on record

This page tracks every 13F SEC filing in which Sharkey, Howes & Javer reported a position in ISHARES TR (FIBR). 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
0.35% (2025 Q4)
Avg. % of fund
0.35%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 31,074 — — 0.35% $2.8M $89.10
% of Fund (quarterly)    FIBR price (monthly, adj. close)

Other funds also holding FIBR

As of 2025 Q4 — sorted by position size

Kelly Financial Services LLC 1.27% SWP FINANCIAL LLC 1.11% Beacon Bridge Wealth Partners, LLC 3Y 0.86% Optivise Advisory Services LLC 0.82% TSA Wealth Managment LLC 0.82% True Vision MN LLC 0.45% Pettinga Financial Advisors LLC 3Y 7Y 0.44% EHRLICH FINANCIAL GROUP 0.41% Horst & Graben Wealth Management LLC 3Y 0.35% ALTERNA WEALTH MANAGEMENT, INC 3Y 7Y 0.35%
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