IBDZ β€” ISHARES TR

Ownership history in Marathon Mission, Inc.  Β·  2 quarters on record

AI Ownership Summary

Marathon Mission, Inc. reported ISHARES TR (IBDZ) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 1.49% in 2025 Q4. The latest visible filing shows IBDZ at 1.49% 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 IBDZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Marathon Mission, 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

IBDZ was reported at 1.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.49% 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
2025 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 Marathon Mission, Inc. held IBDZ β€” position size vs. price
% of Fund (quarterly)    IBDZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 97,572 +5,512 +6.0% 1.49% $2.6M 2026-02-14 (Est.) $26.41
2025 Q3 INITIATED 92,060 β€” β€” 1.45% $2.4M 2025-10-15 $25.99

🏒 Other funds also holding IBDZ

As of 2026 Q1 β€” sorted by position size

Signature Wealth Management Group 3Y 7Y 0.63%

FAQ About Marathon Mission, Inc. and IBDZ

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

How long has Marathon Mission, Inc. reported owning IBDZ?

Marathon Mission, Inc. reported IBDZ across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported IBDZ position in Marathon Mission, Inc.'s portfolio?

The largest reported portfolio weight for IBDZ was 1.49% in 2025 Q4.

What is the latest reported IBDZ position on this page?

The most recent filing on this page is 2025 Q4, when Marathon Mission, Inc. reported 97,572 shares, equal to 1.49% of portfolio, with an estimated market value of $2.6M.

What does the chart on this IBDZ ownership page compare?

The chart compares Marathon Mission, Inc.'s quarterly IBDZ 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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