INDA β€” ISHARES TR

Ownership history in 3EDGE Asset Management, LP  Β·  18 quarters on record

AI Ownership Summary

3EDGE Asset Management, LP reported ISHARES TR (INDA) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.25% in 2024 Q3. The latest visible filing shows INDA at 2.25% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this INDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 3EDGE Asset Management, LP'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
2025 Q4

INDA was reported at 2.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.25% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How 3EDGE Asset Management, LP held INDA β€” position size vs. price
% of Fund (quarterly)    INDA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 801,706 -67,901 -7.8% 2.25% $43.3M 2026-02-14 (Est.) $52.89
2025 Q3 ADDED 869,607 +193,934 +28.7% 2.56% $45.3M 2025-10-30 $54.27
2025 Q2 ADDED 675,673 +663,786 +5584.1% 2.34% $37.6M 2025-07-31 $52.64
2025 Q1 REDUCED 11,887 -1,100,913 -98.9% 0.04% $610K 2025-05-01 $53.54
2024 Q4 REDUCED 1,112,800 -633,299 -36.3% 3.61% $58.6M 2025-01-31 $50.99
2024 Q3 ADDED 1,746,099 +110,290 +6.7% 7.25% $102.2M 2024-10-31 $54.43
2024 Q2 ADDED 1,635,809 +669,427 +69.3% 7.16% $91.2M 2024-08-12 $55.27
2024 Q1 REDUCED 966,382 -14,807 -1.5% 3.88% $49.9M 2024-05-08 $51.65
2023 Q4 ADDED 981,189 +4,736 +0.5% 3.72% $47.9M 2024-01-16 $49.05
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding INDA

As of 2026 Q1 β€” sorted by position size

Coastline Trust Co 3Y 7Y 0.2% Silverleafe Capital Partners, LLC 3Y 7Y 0.13% Marex Group plc 0.04%

FAQ About 3EDGE Asset Management, LP and INDA

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

How long has 3EDGE Asset Management, LP reported owning INDA?

3EDGE Asset Management, LP reported INDA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported INDA position in 3EDGE Asset Management, LP's portfolio?

The largest reported portfolio weight for INDA was 7.25% in 2024 Q3.

What is the latest reported INDA position on this page?

The most recent filing on this page is 2025 Q4, when 3EDGE Asset Management, LP reported 801,706 shares, equal to 2.25% of portfolio, with an estimated market value of $43.3M.

What does the chart on this INDA ownership page compare?

The chart compares 3EDGE Asset Management, LP's quarterly INDA 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.

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