ISTB ISHARES TR

Ownership history in PITTENGER & ANDERSON INC  ·  29 quarters on record

AI Ownership Summary

PITTENGER & ANDERSON INC reported ISHARES TR (ISTB) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.07% in 2025 Q4. The latest visible filing shows ISTB at 1.07% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ISTB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PITTENGER & ANDERSON 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

ISTB was reported at 1.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.07% 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
2023 Q4 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 PITTENGER & ANDERSON INC held ISTB — position size vs. price
% of Fund (quarterly)    ISTB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 567,791 +37,459 +7.1% 1.07% $27.7M 2026-02-14 (Est.) $48.60
2025 Q3 ADDED 530,332 +44,810 +9.2% 0.95% $25.9M 2025-11-03 $47.83
2025 Q2 ADDED 485,522 +10,830 +2.3% 0.86% $23.6M 2025-07-30 $47.00
2025 Q1 ADDED 474,692 +47,982 +11.2% 0.84% $23.0M 2025-05-01 $46.49
2024 Q4 ADDED 426,710 +33,997 +8.7% 0.74% $20.4M 2025-01-31 $45.60
2024 Q3 ADDED 392,713 +34,449 +9.6% 0.72% $19.1M 2024-10-30 $45.16
2024 Q2 ADDED 358,264 +24,919 +7.5% 0.70% $17.0M 2024-08-09 $44.86
2024 Q1 ADDED 333,345 +54,784 +19.7% 0.64% $15.8M 2024-05-02 $43.45
2023 Q4 ADDED 278,561 +26,457 +10.5% 0.59% $13.2M 2024-02-02 $43.52
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About PITTENGER & ANDERSON INC and ISTB

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

How long has PITTENGER & ANDERSON INC reported owning ISTB?

PITTENGER & ANDERSON INC reported ISTB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ISTB position in PITTENGER & ANDERSON INC's portfolio?

The largest reported portfolio weight for ISTB was 1.07% in 2025 Q4.

What is the latest reported ISTB position on this page?

The most recent filing on this page is 2025 Q4, when PITTENGER & ANDERSON INC reported 567,791 shares, equal to 1.07% of portfolio, with an estimated market value of $27.7M.

What does the chart on this ISTB ownership page compare?

The chart compares PITTENGER & ANDERSON INC's quarterly ISTB 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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