IBTG ISHARES TR

Ownership history in BAILARD, INC.  ·  9 quarters on record

This page tracks every 13F SEC filing in which BAILARD, INC. reported a position in ISHARES TR (IBTG). 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
1.54% (2025 Q3)
Avg. % of fund
0.74%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,824,210 -271,689 -8.8% 1.43% $64.6M $22.73
2025 Q3 ADDED 3,095,899 +2,970,820 +2375.2% 1.54% $71.1M $22.51
2025 Q2 REDUCED 125,079 -534,528 -81.0% 0.07% $2.9M $22.26
2025 Q1 REDUCED 659,607 -129,239 -16.4% 0.39% $15.1M $22.04
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBTG price (monthly, adj. close)
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