IDEV — ISHARES TR

Ownership history in Clarius Group, LLC  ·  26 quarters on record

This page tracks every 13F SEC filing in which Clarius Group, LLC reported a position in ISHARES TR (IDEV). 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
7.04% (2025 Q4)
Avg. % of fund
3.82%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,493,767 +11,983 +0.8% 7.04% $123.2M $82.48
2025 Q3 ADDED 1,481,784 +62,063 +4.4% 7.03% $118.8M $78.70
2025 Q2 REDUCED 1,419,721 -22,121 -1.5% 6.29% $108.0M $74.65
2025 Q1 ADDED 1,441,842 +352,548 +32.4% 6.24% $99.3M $66.49
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IDEV price (monthly, adj. close)

Other funds also holding IDEV

As of 2025 Q4 — sorted by position size

Heritage Financial Services, LLC 3Y 22.57% AAF Wealth Management, LLC 3Y 14.6% TFC Financial Management, Inc. 3Y 14.49% Veery Capital, LLC 3Y 9.96% Accelerate Investment Advisors LLC 9.89% Mann Financial Group, Inc. 9.39% RIVERSEDGE ADVISORS, LLC 3Y 9.12% Standpoint Asset Management, LLC 3Y 8.85% Kondo Wealth Advisors, Inc. 8.64% Hi-Line Capital Management, LLC 3Y 8.58%
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