SUB — ISHARES TR

Ownership history in WIT, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which WIT, LLC reported a position in ISHARES TR (SUB). 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
12.22% (2022 Q3)
Avg. % of fund
5.47%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 418,588 — 0% 0.90% $44.7M $106.25
2025 Q3 UNCHANGED 418,588 — 0% 1.01% $44.7M $105.43
2025 Q2 ADDED 418,588 +417,422 +35799.5% 1.10% $44.5M $104.35
2024 Q2 REDUCED 1,166 -679 -36.8% 3.67% $121.9M $100.34
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SUB price (monthly, adj. close)

Other funds also holding SUB

As of 2025 Q4 — sorted by position size

Safe Harbor Family Capital, LLC 21.64% Heritage Investment Group, Inc. 3Y 8.51% DGS Capital Management, LLC 3Y 8.33% Salomon & Ludwin, LLC 3Y 7Y 6.26% Life Planning Partners, Inc 3Y 4.46% BROWN WEALTH MANAGEMENT, LLC 4.21% SENTINEL WEALTH MANAGEMENT, INC. 4.06% DURANTE & WATERS, LLC 3.77% AUA CAPITAL MANAGEMENT, LLC 3Y 7Y 3.61% SIGNAL TREE FINANCIAL PARTNERS LLC 2.8%
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