LCTU BLACKROCK ETF TRUST

Ownership history in Sharkey, Howes & Javer  ·  15 quarters on record

AI Ownership Summary

Sharkey, Howes & Javer reported BLACKROCK ETF TRUST (LCTU) in 15 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.75% in 2023 Q4. The latest visible filing shows LCTU at 0.59% 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 LCTU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sharkey, Howes & Javer's position in BLACKROCK ETF TRUST, 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

LCTU was reported at 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2023 Q4

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

Time in book
Holding Window
2023 Q3 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.

How Sharkey, Howes & Javer held LCTU — position size vs. price
% of Fund (quarterly)    LCTU price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 63,158 +596 +1.0% 0.59% $4.7M 2026-02-14 (Est.) $73.28
2025 Q3 ADDED 62,562 +342 +0.5% 0.58% $4.5M 2025-10-10 $70.74
2025 Q2 ADDED 62,220 +1,227 +2.0% 0.56% $4.2M 2025-07-10 $67.49
2025 Q1 REDUCED 60,993 -2,851 -4.5% 0.53% $3.7M 2025-04-30 $59.66
2024 Q4 REDUCED 63,844 -1,167 -1.8% 0.57% $4.1M 2025-02-05 $65.19
2024 Q3 REDUCED 65,011 -8,463 -11.5% 0.58% $4.1M 2024-10-21 $62.69
2024 Q2 REDUCED 73,474 -3,647 -4.7% 0.71% $4.4M 2024-07-17 $59.55
2024 Q1 REDUCED 77,121 -3,637 -4.5% 0.72% $4.4M 2024-04-18 $53.35
2023 Q4 ADDED 80,758 +17,829 +28.3% 0.75% $4.2M 2024-01-19 $51.70
2023 Q3 ADDED 62,929 +23,753 +60.6% 0.57% $3.0M 2023-10-31 $44.42
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sharkey, Howes & Javer and LCTU

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

How long has Sharkey, Howes & Javer reported owning LCTU?

Sharkey, Howes & Javer reported LCTU across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported LCTU position in Sharkey, Howes & Javer's portfolio?

The largest reported portfolio weight for LCTU was 0.75% in 2023 Q4.

What is the latest reported LCTU position on this page?

The most recent filing on this page is 2025 Q4, when Sharkey, Howes & Javer reported 63,158 shares, equal to 0.59% of portfolio, with an estimated market value of $4.7M.

What does the chart on this LCTU ownership page compare?

The chart compares Sharkey, Howes & Javer's quarterly LCTU 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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