IBDX — ISHARES TR

Ownership history in COWA, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which COWA, LLC reported a position in ISHARES TR (IBDX). 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
4.31% (2025 Q4)
Avg. % of fund
3.17%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 570,722 +150,425 +35.8% 4.31% $14.2M $25.33
2025 Q3 ADDED 420,297 +107,522 +34.4% 3.57% $10.8M $25.03
2025 Q2 ADDED 312,775 +144,922 +86.3% 3.01% $7.9M $24.40
2025 Q1 INITIATED 167,853 — — 1.79% $4.2M $23.81
% of Fund (quarterly)    IBDX price (monthly, adj. close)

Other funds also holding IBDX

As of 2025 Q4 — sorted by position size

Seven Springs Wealth Group, LLC 3Y 7.51% PFG Private Wealth Management, LLC 3Y 5.55% Marathon Mission, Inc. 3.04% Seneca House Advisors 3Y 7Y 2.79% 4Thought Financial Group Inc. 3Y 2.6% Paradigm, Strategies in Wealth Management, LLC 3Y 2.15% MV CAPITAL MANAGEMENT, INC. 3Y 7Y 2.04% SIGMA INVESTMENT COUNSELORS INC 3Y 7Y 1.88% Guidance Point Advisors, LLC 3Y 7Y 1.8% Signature Wealth Management Group 3Y 7Y 1.72%
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