IBTF β€” ISHARES TR

Ownership history in Madden Advisory Services, Inc.  Β·  8 quarters on record

AI Ownership Summary

Madden Advisory Services, Inc. reported ISHARES TR (IBTF) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.14% in 2025 Q2. The latest visible filing shows IBTF at 0.13% 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 IBTF 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 Q3

IBTF was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 Q2

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 Madden Advisory Services, Inc. held IBTF β€” position size vs. price
% of Fund (quarterly)    IBTF 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 ADDED 14,544 +653 +4.7% 0.13% $340K 2025-10-24 $23.19
2025 Q2 ADDED 13,891 +1,794 +14.8% 0.14% $324K 2025-07-23 $22.95
2025 Q1 ADDED 12,097 +27 +0.2% 0.13% $283K 2025-05-06 $22.75
2024 Q4 ADDED 12,070 +217 +1.8% 0.13% $281K 2025-02-13 $22.53
2024 Q3 ADDED 11,853 +1,034 +9.6% 0.13% $278K 2024-10-30 $22.25
2024 Q2 ADDED 10,819 +245 +2.3% 0.13% $251K 2024-08-07 $22.01
2024 Q1 ADDED 10,574 +290 +2.8% 0.13% $246K 2024-05-03 $21.63
2023 Q4 INITIATED 10,284 β€” β€” 0.13% $239K 2024-02-12 $21.49

FAQ About Madden Advisory Services, Inc. and IBTF

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 IBTF?

Madden Advisory Services, Inc. reported IBTF across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

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

The largest reported portfolio weight for IBTF was 0.14% in 2025 Q2.

What is the latest reported IBTF position on this page?

The most recent filing on this page is 2025 Q3, when Madden Advisory Services, Inc. reported 14,544 shares, equal to 0.13% of portfolio, with an estimated market value of $340K.

What does the chart on this IBTF ownership page compare?

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