IBDQ — ISHARES TR

Ownership history in Gilbert & Cook, Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Gilbert & Cook, Inc. reported a position in ISHARES TR (IBDQ). 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
0.04% (2025 Q1)
Avg. % of fund
0.04%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 11,870 — 0% 0.04% $299K $24.93
2025 Q2 UNCHANGED 11,870 — 0% 0.04% $299K $24.66
2025 Q1 UNCHANGED 11,870 — 0% 0.04% $299K $24.38
2024 Q4 UNCHANGED 11,870 — 0% 0.04% $297K $24.12
2024 Q3 UNCHANGED 11,870 — 0% 0.04% $298K $23.86
2024 Q2 UNCHANGED 11,870 — 0% 0.04% $295K $23.40
2024 Q1 UNCHANGED 11,870 — 0% 0.04% $294K $23.14
2023 Q4 ADDED 11,870 +1,700 +16.7% 0.04% $294K $22.95
2023 Q3 INITIATED 10,170 — — 0.04% $248K —
% of Fund (quarterly)    IBDQ price (monthly, adj. close)

Other funds also holding IBDQ

As of 2025 Q4 — sorted by position size

BRIGHTON SECURITIES CORP. 4.1% IFP Advisors, Inc 3Y 7Y 0.18% Balentine LLC 3Y 7Y 0.02% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0% MERCER GLOBAL ADVISORS INC /ADV 3Y 0.0%
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