Dai-ichi Life Holdings, Inc. IGSB — ISHARES TR

Ownership history in Dai-ichi Life Holdings, Inc.  ·  7 quarters on record

AI Ownership Summary

Dai-ichi Life Holdings, Inc. reported ISHARES TR (IGSB) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 15.56% in 2024 Q3. The latest visible filing shows IGSB at 12.84% 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 IGSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dai-ichi Life Holdings, 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 Q3

IGSB was reported at 12.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.56% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 to 2025 Q3

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.

IGSB stock page Dai-ichi Life Holdings, Inc. fund profile Dai-ichi Life Holdings, Inc. full holdings
How Dai-ichi Life Holdings, Inc. held IGSB — position size vs. price
% of Fund (quarterly)    IGSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED — — — 250,900 -200 -0.1% 12.84% $13.3M 2025-11-14 (Est.) $51.24
2025 Q2 ADDED — — — 251,100 +12,400 +5.2% 15.49% $13.2M 2025-08-13 $50.71
2025 Q1 REDUCED 5.4% +1.9% ❌ 238,700 -13,700 -5.4% 14.02% $12.5M 2025-05-15 $49.52
2024 Q4 ADDED — — — 252,400 +200 +0.1% 14.30% $13.0M 2025-02-13 $48.67
2024 Q3 ADDED — — — 252,200 +10,700 +4.4% 15.56% $13.3M 2024-11-13 $48.12
2024 Q2 REDUCED — — — 241,500 -5,500 -2.2% 14.58% $12.4M 2024-08-08 $47.64
2024 Q1 INITIATED — — — 247,000 — — 15.54% $12.7M 2024-05-09 $46.38

🏢 Other funds also holding IGSB

As of 2026 Q2 — sorted by position size

MARYLAND CAPITAL ADVISORS INC. 3Y 23.06% Matson Money. Inc. 3Y 7Y 22.65% JBGlobal.com LLC 17.58% Parkside Investments, LLC 3Y 7Y 10.9% Wilshire Advisors LLC 3Y 7Y 10.87% Kroeger Financial Partners 9.79% Vertex Investment Solutions Co., Ltd. 8.51% Artesa Financial Group, LLC 8.03% BUFFALO BUSINESS & ESTATE SERVICES LTD 7.87% Ameliora Wealth Management Ltd. 3Y 6.8%

FAQ About Dai-ichi Life Holdings, Inc. and IGSB

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

How long has Dai-ichi Life Holdings, Inc. reported owning IGSB?

Dai-ichi Life Holdings, Inc. reported IGSB across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported IGSB position in Dai-ichi Life Holdings, Inc.'s portfolio?

The largest reported portfolio weight for IGSB was 15.56% in 2024 Q3.

What is the latest reported IGSB position on this page?

The most recent filing on this page is 2025 Q3, when Dai-ichi Life Holdings, Inc. reported 250,900 shares, equal to 12.84% of portfolio, with an estimated market value of $13.3M.

What does the chart on this IGSB ownership page compare?

The chart compares Dai-ichi Life Holdings, Inc.'s quarterly IGSB 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.

How well did Dai-ichi Life Holdings, Inc. time their IGSB position?

Based on 13F filing dates vs. subsequent IGSB price moves, Dai-ichi Life Holdings, Inc. correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on IGSB relative to SPY over the holding period was -10.9%.

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