INDA ISHARES TR

Ownership history in Phoenix Financial Ltd.  ·  14 quarters on record

This page tracks every 13F SEC filing in which Phoenix Financial Ltd. reported a position in ISHARES TR (INDA). 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
1.91% (2024 Q2)
Avg. % of fund
0.82%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,916,772 +914,310 +91.2% 1.12% $103.6M $54.05
2025 Q3 ADDED 1,002,462 +943,931 +1612.7% 0.69% $52.2M $52.06
2025 Q2 ADDED 58,531 +7,347 +14.4% 0.04% $3.3M $55.68
2025 Q1 REDUCED 51,184 -12,010 -19.0% 0.04% $2.6M $51.48
2024 Q4 REDUCED 63,194 -1,500 -2.3% 0.05% $3.3M $52.64
2024 Q3 REDUCED 64,694 -2,185,438 -97.1% 0.06% $3.8M $58.11
2024 Q2 ADDED 2,250,132 +413,787 +22.5% 1.91% $125.5M $55.38
2024 Q1 REDUCED 1,836,345 -35,176 -1.9% 1.31% $94.8M $51.22
2023 Q4 ADDED 1,871,521 +687,122 +58.0% 1.69% $102.1M $48.46
2023 Q3 REDUCED 1,184,399 -574,101 -32.6% 0.98% $52.4M $43.90
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    INDA price (monthly, adj. close)
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