IBTG — 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 (IBTG). 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

2.12% (2025 Q4)

Avg. % of fund

1.43%

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	6,558,915	+1,045,183	+19.0%	2.12%	$150.0M	$22.73
2025 Q3	ADDED	5,513,732	+799,903	+17.0%	1.82%	$126.5M	$22.51
2025 Q1	ADDED	4,713,829	+701,673	+17.5%	1.90%	$108.1M	$22.04
2024 Q4	ADDED	4,012,156	+525,995	+15.1%	1.55%	$91.5M	$21.77

% of Fund (quarterly) IBTG price (monthly, adj. close)

Other funds also holding IBTG

As of 2025 Q4 — sorted by position size

Horizon Advisory Services, Inc. 9.96% Denver PWM, LLC 3Y 7Y 5.98% MKT Advisors LLC 3Y 5.9% MOSELEY INVESTMENT MANAGEMENT INC 3Y 5.82% Wealth Management Strategies, Inc. 5.46% KOM Wealth Management Group, LLC 3Y 3.95% Atlantic Private Wealth, LLC 3Y 3.74% SHELTON WEALTH MANAGEMENT, LLC 3Y 3.69% Stephens Consulting, LLC 3Y 2.94% Scissortail Wealth Management, LLC 3Y 2.74%

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