IWB — ISHARES TR

Ownership history in Squarepoint Ops LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Squarepoint Ops LLC reported a position in ISHARES TR (IWB). 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
0.09% (2020 Q3)
Avg. % of fund
0.02%
First filed
2020 Q2
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 955 -26,357 -96.5% 0.00% $349K $363.54
2025 Q1 ADDED 27,312 +15,976 +140.9% 0.01% $8.4M $303.53
2024 Q3 ADDED 11,336 +2,467 +27.8% 0.01% $3.6M $309.33
2024 Q2 REDUCED 8,869 -7,488 -45.8% 0.00% $2.6M $291.75
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% of Fund (quarterly)    IWB price (monthly, adj. close)

Other funds also holding IWB

As of 2025 Q4 — sorted by position size

FIDUCIARY COUNSELLING INC 3Y 7Y 32.16% MPS Loria Financial Planners, LLC 3Y 7Y 32.02% Brewster Financial Planning LLC 3Y 26.95% HOGE FINANCIAL SERVICES, LLC 23.12% RED CEDAR INVESTMENT MANAGEMENT, LLC 3Y 7Y 16.51% SENTINEL WEALTH MANAGEMENT, INC. 16.07% Gray Private Wealth, LLC 15.57% Legacy Wealth Management, Inc 3Y 7Y 15.29% Arbor Investment Advisors, LLC 3Y 7Y 14.31% Millburn Ridgefield LLC /DE/ 3Y 7Y 13.01%
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