IBTO β€” ISHARES TR

Ownership history in CHATHAM CAPITAL GROUP, INC.  Β·  4 quarters on record

AI Ownership Summary

CHATHAM CAPITAL GROUP, INC. reported ISHARES TR (IBTO) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.8% in 2025 Q4. The latest visible filing shows IBTO at 1.80% 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 IBTO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CHATHAM CAPITAL GROUP, INC.'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

IBTO was reported at 1.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.8% in 2025 Q4

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

Time in book
Holding Window
2025 Q1 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 CHATHAM CAPITAL GROUP, INC. held IBTO β€” position size vs. price
% of Fund (quarterly)    IBTO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 515,320 +22,000 +4.5% 1.80% $12.7M 2026-02-14 (Est.) $24.63
2025 Q3 ADDED 493,320 +18,620 +3.9% 1.75% $12.2M 2025-10-15 $24.30
2025 Q2 ADDED 474,700 +326,165 +219.6% 1.77% $11.6M 2025-07-17 $23.37
2025 Q1 INITIATED 148,535 β€” β€” 0.60% $3.6M 2025-04-10 $23.09

🏒 Other funds also holding IBTO

As of 2026 Q1 β€” sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.41% Noble Wealth Management PBC 0.02%

FAQ About CHATHAM CAPITAL GROUP, INC. and IBTO

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

How long has CHATHAM CAPITAL GROUP, INC. reported owning IBTO?

CHATHAM CAPITAL GROUP, INC. reported IBTO across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported IBTO position in CHATHAM CAPITAL GROUP, INC.'s portfolio?

The largest reported portfolio weight for IBTO was 1.80% in 2025 Q4.

What is the latest reported IBTO position on this page?

The most recent filing on this page is 2025 Q4, when CHATHAM CAPITAL GROUP, INC. reported 515,320 shares, equal to 1.80% of portfolio, with an estimated market value of $12.7M.

What does the chart on this IBTO ownership page compare?

The chart compares CHATHAM CAPITAL GROUP, INC.'s quarterly IBTO 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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