IBDR — ISHARES TR

Ownership history in Cornerstone Planning, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Planning, LLC reported a position in ISHARES TR (IBDR). 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
3.35% (2025 Q4)
Avg. % of fund
2.38%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 595,283 +442,620 +289.9% 3.35% $14.4M $24.07
2025 Q1 INITIATED 152,663 — — 1.40% $3.7M $23.22
% of Fund (quarterly)    IBDR price (monthly, adj. close)

Other funds also holding IBDR

As of 2025 Q4 — sorted by position size

IFS Advisors, LLC 3Y 11.78% COWA, LLC 3Y 5.84% Gratus Wealth Advisors, LLC 4.83% Keeler Thomas Management LLC 3Y 7Y 4.33% ARCADIA INVESTMENT ADVISORS LLC 4.23% NovaPoint Capital, LLC 3Y 4.07% Sound View Wealth Advisors Group, LLC 3Y 3.27% Beaumont Asset Management, L.L.C. 3Y 3.2% Madden Advisory Services, Inc. 3Y 7Y 3.08% MOSELEY INVESTMENT MANAGEMENT INC 3Y 3.08%
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