IEI ISHARES TR

Ownership history in WIT, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which WIT, LLC reported a position in ISHARES TR (IEI). 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
7.3% (2025 Q2)
Avg. % of fund
4.08%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,089,070 +59,373 +2.9% 5.00% $249.3M $118.66
2025 Q3 REDUCED 2,029,697 -442,155 -17.9% 5.49% $242.6M $117.40
2025 Q2 REDUCED 2,471,852 -2,330,696 -48.5% 7.30% $294.4M $115.97
2025 Q1 ADDED 4,802,548 +4,800,791 +273238.0% 4.78% $167.8M $114.04
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IEI price (monthly, adj. close)
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