Blake Schutter Theil Wealth Advisors, LLC IBTJ — ISHARES TR

Ownership history in Blake Schutter Theil Wealth Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

Blake Schutter Theil Wealth Advisors, LLC reported ISHARES TR (IBTJ) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.61% in 2025 Q1. The latest visible filing shows IBTJ at 0.40% 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 IBTJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blake Schutter Theil Wealth Advisors, 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 Q2

IBTJ was reported at 0.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2025 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 Q2

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.

IBTJ stock page Blake Schutter Theil Wealth Advisors, LLC fund profile Blake Schutter Theil Wealth Advisors, LLC full holdings
How Blake Schutter Theil Wealth Advisors, LLC held IBTJ — position size vs. price
% of Fund (quarterly)    IBTJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 27,441 — 0% 0.40% $594K 2026-07-15 $21.60
2026 Q1 REDUCED — — — 27,441 -137 -0.5% 0.49% $599K 2026-05-04 $21.54
2025 Q4 ADDED — — — 27,578 +3,425 +14.2% 0.50% $605K 2026-02-02 $21.54
2025 Q3 UNCHANGED — — — 24,153 — 0% 0.52% $530K 2025-11-04 $21.39
2025 Q2 REDUCED — — — 24,153 -555 -2.2% 0.60% $529K 2025-07-31 $20.99
2025 Q1 ADDED — — — 24,708 +2,336 +10.4% 0.61% $538K 2025-05-02 $20.82
2024 Q4 INITIATED — — — 22,372 — — 0.50% $477K 2025-02-07 $20.27

🏢 Other funds also holding IBTJ

As of 2026 Q2 — sorted by position size

Waycross Investment Management Co 3Y 7.31% Financial Advisory Corp 4.59% MKT Advisors LLC 3Y 4.44% SHELTON WEALTH MANAGEMENT, LLC 3Y 4.26% SPRENG CAPITAL MANAGEMENT, INC. 3Y 2.54% ATWOOD & PALMER INC 3Y 7Y 1.11% MOULTON WEALTH MANAGEMENT, INC 3Y 0.6% Mendota Financial Group, LLC 3Y 0.43% Brookstone Capital Management 3Y 7Y 0.37% Montecito Bank & Trust 3Y 7Y 0.2%

FAQ About Blake Schutter Theil Wealth Advisors, LLC and IBTJ

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

How long has Blake Schutter Theil Wealth Advisors, LLC reported owning IBTJ?

Blake Schutter Theil Wealth Advisors, LLC reported IBTJ across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported IBTJ position in Blake Schutter Theil Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for IBTJ was 0.61% in 2025 Q1.

What is the latest reported IBTJ position on this page?

The most recent filing on this page is 2026 Q2, when Blake Schutter Theil Wealth Advisors, LLC reported 27,441 shares, equal to 0.40% of portfolio, with an estimated market value of $594K.

What does the chart on this IBTJ ownership page compare?

The chart compares Blake Schutter Theil Wealth Advisors, LLC's quarterly IBTJ 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.

How well did Blake Schutter Theil Wealth Advisors, LLC time their IBTJ position?

Based on 13F filing dates vs. subsequent IBTJ price moves, Blake Schutter Theil Wealth Advisors, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on IBTJ relative to SPY over the holding period was -11.7%.

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