IBDR β€” ISHARES TR

Ownership history in Madden Advisory Services, Inc.  Β·  10 quarters on record

AI Ownership Summary

Madden Advisory Services, Inc. reported ISHARES TR (IBDR) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.08% in 2025 Q4. The latest visible filing shows IBDR at 3.08% 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 IBDR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Madden Advisory Services, 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 Q4

IBDR was reported at 3.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.08% in 2025 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 Madden Advisory Services, Inc. held IBDR β€” position size vs. price
% of Fund (quarterly)    IBDR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 316,590 +24,066 +8.2% 3.08% $7.7M 2026-02-14 (Est.) $24.16
2025 Q3 ADDED 292,524 +28,355 +10.7% 2.75% $7.1M 2025-10-24 $23.87
2025 Q2 ADDED 264,169 +38,027 +16.8% 2.73% $6.4M 2025-07-23 $23.54
2025 Q1 ADDED 226,142 +30,396 +15.5% 2.55% $5.5M 2025-05-06 $23.32
2024 Q4 ADDED 195,746 +38,608 +24.6% 2.19% $4.7M 2025-02-13 $23.03
2024 Q3 ADDED 157,138 +49,466 +45.9% 1.75% $3.8M 2024-10-30 $22.75
2024 Q2 ADDED 107,672 +9,765 +10.0% 1.30% $2.6M 2024-08-07 $22.47
2024 Q1 ADDED 97,907 +22,597 +30.0% 1.23% $2.3M 2024-05-03 $21.99
2023 Q4 ADDED 75,310 +43,732 +138.5% 1.01% $1.8M 2024-02-12 $21.86
2023 Q3 INITIATED 31,578 β€” β€” 0.47% $737K 2023-11-13 $21.20

FAQ About Madden Advisory Services, Inc. and IBDR

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

How long has Madden Advisory Services, Inc. reported owning IBDR?

Madden Advisory Services, Inc. reported IBDR across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported IBDR position in Madden Advisory Services, Inc.'s portfolio?

The largest reported portfolio weight for IBDR was 3.08% in 2025 Q4.

What is the latest reported IBDR position on this page?

The most recent filing on this page is 2025 Q4, when Madden Advisory Services, Inc. reported 316,590 shares, equal to 3.08% of portfolio, with an estimated market value of $7.7M.

What does the chart on this IBDR ownership page compare?

The chart compares Madden Advisory Services, Inc.'s quarterly IBDR 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.

← Back to Madden Advisory Services, Inc. Holdings