IBMN ISHARES TR

Ownership history in Paradiem, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Paradiem, LLC reported a position in ISHARES TR (IBMN). 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
0.85% (2025 Q1)
Avg. % of fund
0.71%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 114,986 0% 0.72% $3.1M $26.63
2025 Q2 UNCHANGED 114,986 0% 0.78% $3.1M $26.46
2025 Q1 UNCHANGED 114,986 0% 0.85% $3.1M $26.30
2024 Q4 UNCHANGED 114,986 0% 0.82% $3.1M $26.08
2024 Q3 UNCHANGED 114,986 0% 0.72% $3.1M $25.95
2024 Q2 UNCHANGED 114,986 0% 0.76% $3.0M $25.65
2024 Q1 ADDED 114,986 +37,792 +49.0% 0.75% $3.0M $25.49
2023 Q4 UNCHANGED 77,194 0% 0.57% $2.0M $25.49
2023 Q3 UNCHANGED 77,194 0% 0.60% $2.0M $24.88
2023 Q2 UNCHANGED 77,194 0% 0.58% $2.0M $25.02
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBMN price (monthly, adj. close)

Other funds also holding IBMN

As of 2025 Q4 — sorted by position size

IFP Advisors, Inc 3Y 7Y 0.01% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0%
← Back to Paradiem, LLC Holdings