IBTF — ISHARES TR

Ownership history in Straight Path Wealth Management  ·  8 quarters on record

This page tracks every 13F SEC filing in which Straight Path Wealth Management reported a position in ISHARES TR (IBTF). 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
0.25% (2024 Q1)
Avg. % of fund
0.21%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 25,428 +2,171 +9.3% 0.16% $594K $23.13
2025 Q2 ADDED 23,257 +331 +1.4% 0.18% $543K $22.88
2025 Q1 ADDED 22,926 +1,220 +5.6% 0.22% $536K $22.65
2024 Q4 ADDED 21,706 +2,773 +14.6% 0.20% $506K $22.44
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBTF price (monthly, adj. close)

Other funds also holding IBTF

As of 2025 Q4 — sorted by position size

Stockman Wealth Management, Inc. 3Y 7Y 0.35% Wick Capital Partners, LLC 3Y 0.26% AllSquare Wealth Management LLC 3Y 7Y 0.12% IFP Advisors, Inc 3Y 7Y 0.04% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0%
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