IBDT β€” ISHARES TR

Ownership history in Koesten, Hirschmann & Crabtree, INC.  Β·  8 quarters on record

AI Ownership Summary

Koesten, Hirschmann & Crabtree, INC. reported ISHARES TR (IBDT) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.09% in 2023 Q4. The latest visible filing shows IBDT at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBDT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Koesten, Hirschmann & Crabtree, INC.'s position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IBDT was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Koesten, Hirschmann & Crabtree, INC. held IBDT β€” position size vs. price
% of Fund (quarterly)    IBDT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 5,140 β€” 0% 0.06% $131K 2025-11-05 $24.91
2025 Q2 UNCHANGED 5,140 β€” 0% 0.07% $131K 2025-08-15 $24.67
2025 Q1 ADDED 5,140 +180 +3.6% 0.07% $130K 2025-04-23 $24.00
2024 Q4 UNCHANGED 4,960 β€” 0% 0.07% $124K 2025-02-14 $23.74
2024 Q3 UNCHANGED 4,960 β€” 0% 0.07% $127K 2024-11-04 $23.46
2024 Q2 UNCHANGED 4,960 β€” 0% 0.08% $124K 2024-09-09 $23.68
2024 Q1 UNCHANGED 4,960 β€” 0% 0.08% $124K 2024-05-22 $22.62
2023 Q4 INITIATED 4,960 β€” β€” 0.09% $124K 2024-02-14 $22.43

FAQ About Koesten, Hirschmann & Crabtree, INC. and IBDT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Koesten, Hirschmann & Crabtree, INC. reported owning IBDT?

Koesten, Hirschmann & Crabtree, INC. reported IBDT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IBDT position in Koesten, Hirschmann & Crabtree, INC.'s portfolio?

The largest reported portfolio weight for IBDT was 0.09% in 2023 Q4.

What is the latest reported IBDT position on this page?

The most recent filing on this page is 2025 Q3, when Koesten, Hirschmann & Crabtree, INC. reported 5,140 shares, equal to 0.06% of portfolio, with an estimated market value of $131K.

What does the chart on this IBDT ownership page compare?

The chart compares Koesten, Hirschmann & Crabtree, INC.'s quarterly IBDT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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