Cambridge Investment Research Advisors, Inc. IEDI ISHARES

Ownership history in Cambridge Investment Research Advisors, Inc.  ·  12 quarters on record

AI Ownership Summary

Cambridge Investment Research Advisors, Inc. reported ISHARES (IEDI) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows IEDI at 0.00% 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 IEDI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cambridge Investment Research Advisors, Inc.'s position in ISHARES, 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

IEDI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

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.

How Cambridge Investment Research Advisors, Inc. held IEDI — position size vs. price
% of Fund (quarterly)    IEDI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 11,056 +296 +2.8% 0.00% $606 2026-07-30 $55.21
2026 Q1 ADDED 10,760 +390 +3.8% 0.00% $582 2026-04-30 $56.77
2025 Q4 REDUCED 10,370 -438 -4.1% 0.00% $571K 2026-02-05 $57.28
2025 Q3 ADDED 10,808 +167 +1.6% 0.00% $609K 2025-11-12 $54.26
2025 Q2 ADDED 10,641 +1 +0.0% 0.00% $583K 2025-07-31 $54.50
2025 Q1 REDUCED 18.1% +7.5% 10,640 -2,352 -18.1% 0.00% $543K 2025-04-22 $49.26
2024 Q4 ADDED 12,992 +473 +3.8% 0.00% $694K 2025-02-14 $56.36
2024 Q3 REDUCED 35.3% +3.3% 12,519 -6,827 -35.3% 0.00% $651K 2024-10-28 $51.12
2024 Q2 ADDED 19,346 +8,391 +76.6% 0.00% $939K 2024-07-26 $47.05
2024 Q1 ADDED 10,955 +5,712 +108.9% 0.00% $544K 2024-04-24 $45.84
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cambridge Investment Research Advisors, Inc. and IEDI

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

How long has Cambridge Investment Research Advisors, Inc. reported owning IEDI?

Cambridge Investment Research Advisors, Inc. reported IEDI across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IEDI position in Cambridge Investment Research Advisors, Inc.'s portfolio?

The largest reported portfolio weight for IEDI was 0.00% in 2024 Q2.

What is the latest reported IEDI position on this page?

The most recent filing on this page is 2026 Q2, when Cambridge Investment Research Advisors, Inc. reported 11,056 shares, equal to 0.00% of portfolio, with an estimated market value of $606.

What does the chart on this IEDI ownership page compare?

The chart compares Cambridge Investment Research Advisors, Inc.'s quarterly IEDI 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 Cambridge Investment Research Advisors, Inc. time their IEDI position?

Based on 13F filing dates vs. subsequent IEDI price moves, Cambridge Investment Research Advisors, Inc. correctly timed 5 out of 11 reported position changes (45%). The annualised alpha on IEDI relative to SPY over the holding period was +42.5%.

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