Ownership history in Sharkey, Howes & Javer · 20 quarters on record
This page tracks every 13F SEC filing in which Sharkey, Howes & Javer reported a position in ISHARES TR (IUSB). 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 | REDUCED | 1,013,565 | -84,263 | -7.7% | 6.00% | $47.2M | $46.22 |
| 2025 Q3 | REDUCED | 1,097,828 | -204,988 | -15.7% | 6.59% | $51.3M | $45.75 |
| 2025 Q2 | REDUCED | 1,302,816 | -157,594 | -10.8% | 8.08% | $60.2M | $44.80 |
| 2025 Q1 | REDUCED | 1,460,410 | -97,755 | -6.3% | 9.63% | $67.3M | $44.18 |
| 2024 Q4 | REDUCED | 1,558,165 | -141,999 | -8.4% | 9.89% | $70.4M | $43.04 |
| 2024 Q3 | ADDED | 1,700,164 | +220,058 | +14.9% | 11.41% | $80.1M | $44.26 |
| 2024 Q2 | ADDED | 1,480,106 | +3,832 | +0.3% | 10.82% | $66.9M | $42.05 |
| 2024 Q1 | ADDED | 1,476,274 | +389,891 | +35.9% | 11.02% | $67.3M | $41.97 |
| 2023 Q4 | REDUCED | 1,086,383 | -60,928 | -5.3% | 8.83% | $50.0M | $42.15 |
| 2023 Q3 | ADDED | 1,147,311 | +6,548 | +0.6% | 9.61% | $50.2M | $39.50 |
As of 2025 Q4 — sorted by position size