IBDS β€” ISHARES TR

Ownership history in THREADGILL FINANCIAL, LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which THREADGILL FINANCIAL, 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
8.9% (2025 Q4)
πŸ“Š Avg. % of fund
8.9%
πŸ“… First filed
2025 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
1
% of Fund (quarterly)    IBDS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 866,444 β€” β€” 8.90% $21.6M $24.11

🏒 Other funds also holding IBDS

As of 2025 Q4 β€” sorted by position size

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% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.85%
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