IBTJ β€” iShares ETFs/USA

Ownership history in WASHINGTON TRUST Co  Β·  9 quarters on record

AI Ownership Summary

WASHINGTON TRUST Co reported iShares ETFs/USA (IBTJ) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows IBTJ at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBTJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WASHINGTON TRUST Co's position in iShares ETFs/USA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IBTJ was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WASHINGTON TRUST Co held IBTJ β€” position size vs. price
% of Fund (quarterly)    IBTJ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 9,362 β€” 0% 0.01% $204K 2026-04-06 $21.75
2025 Q4 UNCHANGED 9,362 β€” 0% 0.01% $205K 2026-02-10 $21.84
2025 Q3 UNCHANGED 9,362 β€” 0% 0.01% $206K 2025-11-12 $21.64
2025 Q2 REDUCED 9,362 -1,200 -11.4% 0.01% $205K 2025-08-08 $21.31
2025 Q1 REDUCED 10,562 -2,500 -19.1% 0.01% $230K 2025-04-25 $21.04
2024 Q4 UNCHANGED 13,062 β€” 0% 0.01% $279K 2025-01-30 $20.46
2024 Q3 UNCHANGED 13,062 β€” 0% 0.01% $289K 2024-10-25 $20.44
2024 Q2 ADDED 13,062 +3,562 +37.5% 0.01% $279K 2024-07-15 $20.16
2024 Q1 INITIATED 9,500 β€” β€” 0.01% $204K 2024-04-23 $19.53

FAQ About WASHINGTON TRUST Co and IBTJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has WASHINGTON TRUST Co reported owning IBTJ?

WASHINGTON TRUST Co reported IBTJ across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IBTJ position in WASHINGTON TRUST Co's portfolio?

The largest reported portfolio weight for IBTJ was 0.01% in 2024 Q2.

What is the latest reported IBTJ position on this page?

The most recent filing on this page is 2026 Q1, when WASHINGTON TRUST Co reported 9,362 shares, equal to 0.01% of portfolio, with an estimated market value of $204K.

What does the chart on this IBTJ ownership page compare?

The chart compares WASHINGTON TRUST Co's quarterly IBTJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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