IBTL β€” ISHARES TR

Ownership history in SIGNATUREFD, LLC  Β·  6 quarters on record

AI Ownership Summary

SIGNATUREFD, LLC reported ISHARES TR (IBTL) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows IBTL at 0.01% 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.

What this IBTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIGNATUREFD, LLC's position in ISHARES TR, 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
2026 Q1

IBTL was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 SIGNATUREFD, LLC held IBTL β€” position size vs. price
% of Fund (quarterly)    IBTL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 37,834 +3,169 +9.1% 0.01% $772K 2026-04-07 $20.33
2025 Q4 ADDED 34,665 +2,181 +6.7% 0.01% $711K 2026-01-20 $20.24
2025 Q3 UNCHANGED 32,484 β€” 0% 0.01% $668K 2025-10-21 $20.35
2025 Q2 ADDED 32,484 +19,748 +155.1% 0.01% $666K 2025-07-16 $19.66
2025 Q1 ADDED 12,736 +10,002 +365.8% 0.00% $259K 2025-05-02 $19.57
2024 Q4 INITIATED 2,734 β€” β€” 0.00% $54K 2025-02-10 $18.99

FAQ About SIGNATUREFD, LLC and IBTL

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

How long has SIGNATUREFD, LLC reported owning IBTL?

SIGNATUREFD, LLC reported IBTL across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IBTL position in SIGNATUREFD, LLC's portfolio?

The largest reported portfolio weight for IBTL was 0.01% in 2026 Q1.

What is the latest reported IBTL position on this page?

The most recent filing on this page is 2026 Q1, when SIGNATUREFD, LLC reported 37,834 shares, equal to 0.01% of portfolio, with an estimated market value of $772K.

What does the chart on this IBTL ownership page compare?

The chart compares SIGNATUREFD, LLC's quarterly IBTL 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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