IBDR — ISHARES TR

Ownership history in Strid Group, LLC  ·  18 quarters on record

This page tracks every 13F SEC filing in which Strid Group, LLC reported a position in ISHARES TR (IBDR). 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
1.95% (2025 Q2)
Avg. % of fund
0.9%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 589,521 +15,035 +2.6% 1.78% $14.3M $24.07
2025 Q3 ADDED 574,486 +3,634 +0.6% 1.77% $14.0M $23.80
2025 Q2 ADDED 570,852 +65,036 +12.9% 1.95% $13.8M $23.50
2025 Q1 ADDED 505,816 +57,558 +12.8% 1.90% $12.2M $23.22
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBDR price (monthly, adj. close)

Other funds also holding IBDR

As of 2025 Q4 — sorted by position size

IFS Advisors, LLC 3Y 11.78% COWA, LLC 3Y 5.84% Gratus Wealth Advisors, LLC 4.83% Keeler Thomas Management LLC 3Y 7Y 4.33% ARCADIA INVESTMENT ADVISORS LLC 4.23% NovaPoint Capital, LLC 3Y 4.07% Cornerstone Planning, LLC 3.35% Sound View Wealth Advisors Group, LLC 3Y 3.27% Beaumont Asset Management, L.L.C. 3Y 3.2% Madden Advisory Services, Inc. 3Y 7Y 3.08%
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