IDEV — ISHARES TR

Ownership history in Empowered Funds, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Empowered Funds, 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
1.49% (2024 Q2)
Avg. % of fund
1.18%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,261,390 -52,049 -4.0% 0.83% $104.0M $82.48
2025 Q2 REDUCED 1,313,439 -122,305 -8.5% 1.13% $99.9M $74.65
2025 Q1 ADDED 1,435,744 +15,922 +1.1% 1.41% $98.9M $66.49
2024 Q4 ADDED 1,419,822 +88,646 +6.7% 1.34% $91.5M $62.22
3 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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