IGSB — ISHARES TR

Ownership history in Endurance Services Ltd  ·  8 quarters on record

This page tracks every 13F SEC filing in which Endurance Services Ltd reported a position in ISHARES TR (IGSB). 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
1.17% (2023 Q4)
Avg. % of fund
0.99%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 100,582 — 0% 0.89% $5.3M $51.85
2025 Q2 UNCHANGED 100,582 — 0% 0.92% $5.3M $51.00
2025 Q1 UNCHANGED 100,582 — 0% 0.98% $5.3M $50.07
2024 Q4 UNCHANGED 100,582 — 0% 0.87% $5.2M $49.07
2024 Q3 UNCHANGED 100,582 — 0% 0.89% $5.3M $49.29
2024 Q2 UNCHANGED 100,582 — 0% 1.10% $5.2M $47.47
2024 Q1 UNCHANGED 100,582 — 0% 1.14% $5.2M $47.04
2023 Q4 INITIATED 100,582 — — 1.17% $5.2M —
% of Fund (quarterly)    IGSB price (monthly, adj. close)

Other funds also holding IGSB

As of 2025 Q4 — sorted by position size

Schaeffer Financial LLC 3Y 28.15% Matson Money. Inc. 3Y 7Y 23.6% MARYLAND CAPITAL ADVISORS INC. 3Y 22.22% Kiker Wealth Management, LLC 16.17% Parkside Investments, LLC 3Y 7Y 10.69% ARCH CAPITAL GROUP LTD. 3Y 8.49% Klaas Financial Asset Advisors, LLC 3Y 8.12% Courage Miller Partners, LLC 3Y 7Y 6.94% BARINGS LLC 3Y 7Y 6.66% Wealth Forward, LLC 6.1%
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