Koesten, Hirschmann & Crabtree, INC. IBCA — ISHARES TR

Ownership history in Koesten, Hirschmann & Crabtree, INC.  ·  3 quarters on record

AI Ownership Summary

Koesten, Hirschmann & Crabtree, INC. reported ISHARES TR (IBCA) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.22% in 2026 Q2. The latest visible filing shows IBCA at 0.21% 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 IBCA 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
2026 Q3

IBCA was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2026 Q2

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 2026 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 IBCA — position size vs. price
% of Fund (quarterly)    IBCA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 20,558 +340 +1.7% 0.21% $495K 2026-10-13 $24.15
2026 Q2 ADDED — — — 20,218 +19,880 +5881.7% 0.22% $518K 2026-07-20 $24.96
2025 Q3 INITIATED — — — 338 — — 0.00% $9K 2025-11-05 $24.71

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

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 IBCA?

Koesten, Hirschmann & Crabtree, INC. reported IBCA across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

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

The largest reported portfolio weight for IBCA was 0.22% in 2026 Q2.

What is the latest reported IBCA position on this page?

The most recent filing on this page is 2026 Q3, when Koesten, Hirschmann & Crabtree, INC. reported 20,558 shares, equal to 0.21% of portfolio, with an estimated market value of $495K.

What does the chart on this IBCA ownership page compare?

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