IBTO β€” ISHARES TR

Ownership history in Koesten, Hirschmann & Crabtree, INC.  Β·  1 quarter on record

AI Ownership Summary

Koesten, Hirschmann & Crabtree, INC. reported ISHARES TR (IBTO) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.1% in 2025 Q3. The latest visible filing shows IBTO at 0.10% 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 IBTO 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

IBTO was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 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 IBTO β€” position size vs. price
% of Fund (quarterly)    IBTO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 8,140 β€” β€” 0.10% $214K 2025-11-05 $24.16

🏒 Other funds also holding IBTO

As of 2026 Q1 β€” sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.41% Noble Wealth Management PBC 0.02%

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

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 IBTO?

Koesten, Hirschmann & Crabtree, INC. reported IBTO across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

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

The largest reported portfolio weight for IBTO was 0.10% in 2025 Q3.

What is the latest reported IBTO position on this page?

The most recent filing on this page is 2025 Q3, when Koesten, Hirschmann & Crabtree, INC. reported 8,140 shares, equal to 0.10% of portfolio, with an estimated market value of $214K.

What does the chart on this IBTO ownership page compare?

The chart compares Koesten, Hirschmann & Crabtree, INC.'s quarterly IBTO 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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