Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sharkey, Howes & Javer (CIK 1642246) reported $742.3M across 153 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($71.0M, 9.56%), IUSB ($45.4M, 6.12%), DYNF ($43.6M, 5.88%), IVW ($41.9M, 5.65%), IVE ($39.6M, 5.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $71.0M | 9.56% | 108,652 | Added |
| 2 | IUSB | ISHARES TR | $45.4M | 6.12% | 983,682 | Trimmed |
| 3 | DYNF | BLACKROCK ETF TRUST | $43.6M | 5.88% | 749,767 | Trimmed |
| 4 | IVW | ISHARES TR | $41.9M | 5.65% | 370,845 | Added |
| 5 | IVE | ISHARES TR | $39.6M | 5.34% | 187,653 | Trimmed |
| 6 | QUAL | ISHARES TR | $36.5M | 4.92% | 190,271 | Trimmed |
| 7 | IEMG | ISHARES INC | $25.4M | 3.42% | 364,172 | Trimmed |
| 8 | EFV | ISHARES TR | $25.2M | 3.39% | 338,521 | Trimmed |
| 9 | GOVT | ISHARES TR | $23.4M | 3.15% | 1.0M | Added |
| 10 | BAI | BLACKROCK ETF TRUST | $19.6M | 2.63% | 593,338 | Added |
| 11 | MBB | ISHARES TR | $19.4M | 2.61% | 204,183 | Added |
| 12 | THRO | BLACKROCK ETF TRUST | $18.7M | 2.53% | 517,628 | Added |
| 13 | MTUM | ISHARES TR | $15.8M | 2.13% | 65,955 | Added |
| 14 | EFG | ISHARES TR | $15.0M | 2.02% | 134,829 | Added |
| 15 | BINC | BLACKROCK ETF TRUST II | $14.8M | 1.99% | 284,641 | Trimmed |
| 16 | IAGG | ISHARES TR | $14.6M | 1.97% | 291,951 | Added |
| 17 | ESGU | ISHARES TR | $14.4M | 1.94% | 101,743 | Trimmed |
| 18 | TLH | ISHARES TR | $14.2M | 1.91% | 141,128 | Trimmed |
| 19 | BLCR | BLACKROCK ETF TRUST | $11.7M | 1.57% | 284,414 | New |
| 20 | TLT | ISHARES TR | $11.1M | 1.50% | 128,247 | Trimmed |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $10.8M | 1.46% | 16,675 | Trimmed |
| 22 | IDEF | BLACKROCK ETF TRUST | $10.2M | 1.37% | 311,318 | New |
| 23 | CORO | BLACKROCK ETF TRUST | $8.4M | 1.13% | 260,697 | New |
| 24 | IAU | ISHARES GOLD TR | $7.9M | 1.07% | 89,704 | Trimmed |
| 25 | SCHB | SCHWAB STRATEGIC TR | $7.5M | 1.01% | 298,804 | Added |
Source: SEC Form 13F filings · as of 2026-03-31