Bronte Capital Management Pty Ltd. IJR — ISHARES TR

Ownership history in Bronte Capital Management Pty Ltd.  ·  8 quarters on record

AI Ownership Summary

Bronte Capital Management Pty Ltd. reported ISHARES TR (IJR) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 14.77% in 2024 Q4. The latest visible filing shows IJR at 0.37% 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 IJR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bronte Capital Management Pty Ltd.'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

IJR was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.77% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 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.

IJR stock page Bronte Capital Management Pty Ltd. fund profile Bronte Capital Management Pty Ltd. full holdings
How Bronte Capital Management Pty Ltd. held IJR — position size vs. price
% of Fund (quarterly)    IJR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 23,004 -72,346 -75.9% 0.37% $3.4M 2026-08-05 $148.94
2025 Q3 REDUCED 82.8% +3.6% ❌ 95,350 -460,595 -82.8% 1.13% $12.7M 2025-11-05 $117.46
2025 Q2 REDUCED 57.2% +8.9% ❌ 555,945 -742,433 -57.2% 5.11% $65.0M 2025-08-12 $112.90
2025 Q1 REDUCED 8.1% +4.9% ❌ 1,298,378 -115,034 -8.1% 12.56% $154.5M 2025-05-14 $105.16
2024 Q4 ADDED — — — 1,413,412 +507,235 +56.0% 14.77% $187.1M 2025-02-10 $114.99
2024 Q3 ADDED — — — 906,177 +1,699 +0.2% 8.61% $106.0M 2024-11-05 $114.02
2024 Q2 ADDED — — — 904,478 +581,689 +180.2% 7.55% $96.5M 2024-08-07 $104.32
2024 Q1 INITIATED — — — 322,789 — — 2.91% $35.7M 2024-05-13 $105.34

🏢 Other funds also holding IJR

As of 2026 Q2 — sorted by position size

LTG Capital LLC 3Y 21.98% Painted Porch Advisors LLC 20.3% Nationwide Fund Advisors 3Y 7Y 14.98% Arcataur Capital Management LLC 3Y 14.69% Abound Wealth Management 14.45% Fort Henry Capital, LLC 3Y 13.9% Holland Advisory Services, Inc. 3Y 12.56% Corundum Trust Company, INC 12.39% Wilshire Advisors LLC 3Y 7Y 11.85% Paradigm, Strategies in Wealth Management, LLC 3Y 11.84%

FAQ About Bronte Capital Management Pty Ltd. and IJR

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

How long has Bronte Capital Management Pty Ltd. reported owning IJR?

Bronte Capital Management Pty Ltd. reported IJR across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IJR position in Bronte Capital Management Pty Ltd.'s portfolio?

The largest reported portfolio weight for IJR was 14.77% in 2024 Q4.

What is the latest reported IJR position on this page?

The most recent filing on this page is 2026 Q2, when Bronte Capital Management Pty Ltd. reported 23,004 shares, equal to 0.37% of portfolio, with an estimated market value of $3.4M.

What does the chart on this IJR ownership page compare?

The chart compares Bronte Capital Management Pty Ltd.'s quarterly IJR 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 Bronte Capital Management Pty Ltd. time their IJR position?

Based on 13F filing dates vs. subsequent IJR price moves, Bronte Capital Management Pty Ltd. correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on IJR relative to SPY over the holding period was -11.0%.

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