IEO — ISHARES U S

Ownership history in Tidemark, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Tidemark, LLC reported a position in ISHARES U S (IEO). 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 70 — 0% 0.00% $6K $91.53
2025 Q2 UNCHANGED 70 — 0% 0.00% $6K $86.96
2025 Q1 UNCHANGED 70 — 0% 0.00% $7K $92.31
2024 Q4 UNCHANGED 70 — 0% 0.00% $6K $86.97
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% of Fund (quarterly)    IEO price (monthly, adj. close)

Other funds also holding IEO

As of 2025 Q4 — sorted by position size

Stegent Equity Advisors, Inc. 3Y 1.79% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 1.32% Audent Global Asset Management, LLC 3Y 1.17% Investors Research Corp 3Y 7Y 0.54% Independent Family Office, LLC 3Y 0.48% Walser Wealth Management Company, A Ltd Liability Co 0.41% Wealth Management Partners, LLC 3Y 0.41% MARTIN & CO INC /TN/ 3Y 7Y 0.35% Endowment Wealth Management, Inc. 3Y 0.33% Smith Partners Wealth Management, LLC 0.25%
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