IBTF — ISHARES TR

Ownership history in HM PAYSON & CO  ·  7 quarters on record

This page tracks every 13F SEC filing in which HM PAYSON & CO reported a position in ISHARES TR (IBTF). 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
1.85% (2025 Q1)
Avg. % of fund
1.42%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,143,296 +625,681 +13.8% 1.73% $120.2M $23.13
2025 Q1 ADDED 4,517,615 +379,620 +9.2% 1.85% $105.6M $22.65
2024 Q4 ADDED 4,137,995 +291,653 +7.6% 1.64% $96.5M $22.44
2024 Q3 ADDED 3,846,342 +131,964 +3.6% 1.54% $90.1M $22.22
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBTF price (monthly, adj. close)

Other funds also holding IBTF

As of 2025 Q4 — sorted by position size

Stockman Wealth Management, Inc. 3Y 7Y 0.35% Wick Capital Partners, LLC 3Y 0.26% AllSquare Wealth Management LLC 3Y 7Y 0.12% IFP Advisors, Inc 3Y 7Y 0.04% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0%
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