IBDS — ISHARES TR

Ownership history in HM PAYSON & CO  ·  8 quarters on record

This page tracks every 13F SEC filing in which HM PAYSON & CO reported a position in ISHARES TR (IBDS). 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
1.45% (2025 Q4)
Avg. % of fund
0.67%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 4,238,514 +652,309 +18.2% 1.45% $102.9M $24.11
2025 Q3 ADDED 3,586,205 +382,697 +11.9% 1.26% $87.3M $23.82
2025 Q1 ADDED 3,203,508 +439,798 +15.9% 1.36% $77.5M $23.15
2024 Q4 ADDED 2,763,710 +2,397,451 +654.6% 1.12% $66.2M $22.78
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBDS price (monthly, adj. close)

Other funds also holding IBDS

As of 2025 Q4 — sorted by position size

THREADGILL FINANCIAL, LLC 3Y 8.9% Gratus Wealth Advisors, LLC 4.72% EIGHT 31 FINANCIAL, LLC 4.49% ARCADIA INVESTMENT ADVISORS LLC 3.99% Wick Capital Partners, LLC 3Y 3.52% PFG Private Wealth Management, LLC 3Y 3.48% Peloton Wealth Strategists 3Y 7Y 3.3% Sound View Wealth Advisors Group, LLC 3Y 3.23% Winthrop Partners - WNY, LLC 3Y 7Y 3.14% Windsor Capital Management, LLC 3Y 7Y 2.96%
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