IDEV — ISHARES TR

Ownership history in Five Oceans Advisors  ·  12 quarters on record

This page tracks every 13F SEC filing in which Five Oceans Advisors 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
0.14% (2023 Q2)
Avg. % of fund
0.13%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 3,648 — 0% 0.11% $292K $78.70
2025 Q2 UNCHANGED 3,648 — 0% 0.12% $277K $74.65
2025 Q1 UNCHANGED 3,648 — 0% 0.12% $251K $66.49
2024 Q4 UNCHANGED 3,648 — 0% 0.11% $235K $62.22
2024 Q3 UNCHANGED 3,648 — 0% 0.12% $258K $67.35
2024 Q2 UNCHANGED 3,648 — 0% 0.13% $239K $62.41
2024 Q1 UNCHANGED 3,648 — 0% 0.13% $245K $62.76
2023 Q4 UNCHANGED 3,648 — 0% 0.13% $232K $59.52
2023 Q3 UNCHANGED 3,648 — 0% 0.14% $213K $53.74
2023 Q2 UNCHANGED 3,648 — 0% 0.14% $223K $56.36
2 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%
← Back to Five Oceans Advisors Holdings