IBIG β€” ISHARES TR

Ownership history in D.A. DAVIDSON & CO.  Β·  3 quarters on record

AI Ownership Summary

D.A. DAVIDSON & CO. reported ISHARES TR (IBIG) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows IBIG at 0.02% 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 IBIG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was D.A. DAVIDSON & CO.'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

IBIG was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% 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 Q2 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 D.A. DAVIDSON & CO. held IBIG β€” position size vs. price
% of Fund (quarterly)    IBIG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 146,032 +12,007 +9.0% 0.02% $3.8M 2026-02-14 (Est.) $26.29
2025 Q3 ADDED 134,025 +33,814 +33.7% 0.02% $3.6M 2025-10-22 $26.19
2025 Q2 INITIATED 100,211 β€” β€” 0.02% $2.7M 2025-07-30 $25.63

FAQ About D.A. DAVIDSON & CO. and IBIG

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

How long has D.A. DAVIDSON & CO. reported owning IBIG?

D.A. DAVIDSON & CO. reported IBIG across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported IBIG position in D.A. DAVIDSON & CO.'s portfolio?

The largest reported portfolio weight for IBIG was 0.02% in 2025 Q4.

What is the latest reported IBIG position on this page?

The most recent filing on this page is 2025 Q4, when D.A. DAVIDSON & CO. reported 146,032 shares, equal to 0.02% of portfolio, with an estimated market value of $3.8M.

What does the chart on this IBIG ownership page compare?

The chart compares D.A. DAVIDSON & CO.'s quarterly IBIG 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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