Ownership history in Gilbert & Cook, Inc. · 36 quarters on record
This page tracks every 13F SEC filing in which Gilbert & Cook, Inc. reported a position in ISHARES TR (IWR). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 352,588 | -9,870 | -2.7% | 4.27% | $33.9M | $96.01 |
| 2025 Q3 | REDUCED | 362,458 | -17,277 | -4.5% | 4.50% | $35.0M | $95.90 |
| 2025 Q2 | REDUCED | 379,735 | -16,845 | -4.2% | 4.72% | $34.9M | $91.05 |
| 2025 Q1 | REDUCED | 396,580 | -64,345 | -14.0% | 4.89% | $33.7M | $83.97 |
| 2024 Q4 | REDUCED | 460,925 | -494,069 | -51.7% | 5.74% | $40.7M | $86.99 |
| 2024 Q3 | ADDED | 954,994 | +50,150 | +5.5% | 11.57% | $84.2M | $86.43 |
| 2024 Q2 | REDUCED | 904,844 | -20,270 | -2.2% | 10.72% | $73.4M | $79.17 |
| 2024 Q1 | REDUCED | 925,114 | -2,076 | -0.2% | 10.60% | $77.8M | $81.90 |
| 2023 Q4 | ADDED | 927,190 | +19,594 | +2.2% | 10.20% | $72.1M | $75.51 |
| 2023 Q3 | ADDED | 907,596 | +30,141 | +3.4% | 9.91% | $62.9M | $66.98 |
As of 2025 Q4 — sorted by position size