IBTH — 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 (IBTH). 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
2.35% (2025 Q4)
Avg. % of fund
1.1%
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 7,429,326 +629,765 +9.3% 2.35% $166.9M $22.34
2025 Q3 ADDED 6,799,561 +1,339,779 +24.5% 2.20% $153.1M $22.10
2025 Q1 ADDED 5,459,782 +529,017 +10.7% 2.15% $122.4M $21.57
2024 Q4 ADDED 4,930,765 +4,380,185 +795.6% 1.86% $109.4M $21.21
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBTH price (monthly, adj. close)

Other funds also holding IBTH

As of 2025 Q4 — sorted by position size

MKT Advisors LLC 3Y 5.99% Denver PWM, LLC 3Y 7Y 5.58% Wealth Management Strategies, Inc. 5.33% EIGHT 31 FINANCIAL, LLC 4.49% TRUE Private Wealth Advisors 3Y 7Y 4.39% SHELTON WEALTH MANAGEMENT, LLC 3Y 3.73% Atlantic Private Wealth, LLC 3Y 2.81% GLOBALT Investments LLC / GA 2.32% Old Port Advisors 3Y 7Y 1.81% Journey Advisory Group, LLC 3Y 1.61%
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