IEI — ISHARES TR

Ownership history in Obsido Oy  ·  4 quarters on record

This page tracks every 13F SEC filing in which Obsido Oy reported a position in ISHARES TR (IEI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.44% (2025 Q1)
Avg. % of fund
0.36%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,517 -826 -19.0% 0.26% $420K $118.66
2025 Q3 UNCHANGED 4,343 — 0% 0.35% $519K $117.40
2025 Q2 ADDED 4,343 +128 +3.0% 0.39% $517K $115.97
2025 Q1 INITIATED 4,215 — — 0.44% $487K $114.04
% of Fund (quarterly)    IEI price (monthly, adj. close)

Other funds also holding IEI

As of 2025 Q4 — sorted by position size

Hoese & Co LLP 3Y 18.84% Tanglewood Wealth Management, Inc. 3Y 7Y 16.2% Clarity Financial LLC 3Y 14.99% Spartan Planning & Wealth Management 3Y 11.98% Strategic Point Investment Advisors, LLC 3Y 7Y 10.15% DDFG, Inc 3Y 9.33% ARMSTRONG ADVISORY GROUP, INC 3Y 7.97% Gould Capital, LLC 3Y 7.8% Mirabaud & Cie SA 7.1% SNS Financial Group, LLC 3Y 7Y 6.14%
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