IBDR — ISHARES TR

Ownership history in HM PAYSON & CO  ·  9 quarters on record

This page tracks every 13F SEC filing in which HM PAYSON & CO reported a position in ISHARES TR (IBDR). 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
1.46% (2025 Q4)
Avg. % of fund
0.75%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,283,152 +723,189 +20.3% 1.46% $103.8M $24.07
2025 Q3 ADDED 3,559,963 +804,198 +29.2% 1.24% $86.5M $23.80
2025 Q1 ADDED 2,755,765 +537,517 +24.2% 1.17% $66.7M $23.22
2024 Q4 ADDED 2,218,248 +670,827 +43.4% 0.91% $53.4M $22.92
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBDR price (monthly, adj. close)

Other funds also holding IBDR

As of 2025 Q4 — sorted by position size

IFS Advisors, LLC 3Y 11.78% COWA, LLC 3Y 5.84% Gratus Wealth Advisors, LLC 4.83% Keeler Thomas Management LLC 3Y 7Y 4.33% ARCADIA INVESTMENT ADVISORS LLC 4.23% NovaPoint Capital, LLC 3Y 4.07% Cornerstone Planning, LLC 3.35% Sound View Wealth Advisors Group, LLC 3Y 3.27% Beaumont Asset Management, L.L.C. 3Y 3.2% Madden Advisory Services, Inc. 3Y 7Y 3.08%
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