IBDS — ISHARES TR

Ownership history in Strid Group, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Strid Group, LLC reported a position in ISHARES TR (IBDS). 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
1.6% (2025 Q4)
Avg. % of fund
0.89%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 528,023 +92,538 +21.2% 1.60% $12.8M $24.11
2025 Q3 ADDED 435,485 +601 +0.1% 1.35% $10.6M $23.82
2025 Q2 ADDED 434,884 +93,405 +27.4% 1.48% $10.6M $23.50
2025 Q1 ADDED 341,479 +142,378 +71.5% 1.28% $8.3M $23.15
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBDS price (monthly, adj. close)

Other funds also holding IBDS

As of 2025 Q4 — sorted by position size

THREADGILL FINANCIAL, LLC 3Y 8.9% Gratus Wealth Advisors, LLC 4.72% EIGHT 31 FINANCIAL, LLC 4.49% ARCADIA INVESTMENT ADVISORS LLC 3.99% Wick Capital Partners, LLC 3Y 3.52% PFG Private Wealth Management, LLC 3Y 3.48% Peloton Wealth Strategists 3Y 7Y 3.3% Sound View Wealth Advisors Group, LLC 3Y 3.23% Winthrop Partners - WNY, LLC 3Y 7Y 3.14% Windsor Capital Management, LLC 3Y 7Y 2.96%
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