IWD — ISHARES TR

Ownership history in Headlands Technologies LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Headlands Technologies LLC reported a position in ISHARES TR (IWD). 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
0.12% (2022 Q4)
Avg. % of fund
0.04%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,107 -2,657 -55.8% 0.03% $429K $201.84
2024 Q4 ADDED 4,764 +4,142 +665.9% 0.09% $882K $181.15
2024 Q3 ADDED 622 +265 +74.2% 0.01% $118K $184.76
2024 Q2 ADDED 357 +209 +141.2% 0.01% $62K $168.92
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWD price (monthly, adj. close)

Other funds also holding IWD

As of 2025 Q4 — sorted by position size

Pacific Life Fund Advisors LLC 3Y 22.61% LWM ADVISORS INC 21.73% Covenant Partners, LLC 3Y 7Y 18.93% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 18.57% Objectivity Squared, LLC 17.55% LANDAAS & CO /WI /ADV 3Y 7Y 16.9% Gainplan LLC 3Y 7Y 16.41% Cedar Mountain Advisors, LLC 3Y 16.33% Stairway Partners, LLC 3Y 7Y 14.41% Paulson Wealth Management Inc. 3Y 7Y 13.14%
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