IBDT — ISHARES TR

Ownership history in Strid Group, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Strid Group, LLC reported a position in ISHARES TR (IBDT). 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
0.94% (2025 Q4)
Avg. % of fund
0.42%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 297,754 +95,554 +47.3% 0.94% $7.6M $25.27
2025 Q3 ADDED 202,200 +567 +0.3% 0.66% $5.2M $24.95
2025 Q2 ADDED 201,633 +80,243 +66.1% 0.72% $5.1M $24.57
2025 Q1 ADDED 121,390 +62,391 +105.7% 0.48% $3.1M $24.13
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBDT price (monthly, adj. close)

Other funds also holding IBDT

As of 2025 Q4 — sorted by position size

Gratus Wealth Advisors, LLC 4.59% EIGHT 31 FINANCIAL, LLC 4.48% Peloton Wealth Strategists 3Y 7Y 3.85% ARCADIA INVESTMENT ADVISORS LLC 3.83% PFG Private Wealth Management, LLC 3Y 3.56% Windsor Capital Management, LLC 3Y 7Y 3.39% HENGEHOLD CAPITAL MANAGEMENT LLC 3Y 7Y 3.01% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.98% Winthrop Partners - WNY, LLC 3Y 7Y 2.67% Summit Asset Management, LLC 3Y 7Y 2.62%
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