iSHARES TRUST

Caldwell Trust Co IWR

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/30/2026

Shares

7,531

Value ($000)

725

Weight

0.1%

2019 Q4 - 2025 Q4 (25 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	1/30/2026	725	0.1%	7,531	12/31/2025
2025 Q3	10/23/2025	727	0.1%	7,531	9/30/2025
2025 Q2	9/22/2025	688	0.1%	7,484	6/30/2025
2025 Q1	9/23/2025	569	0.1%	6,684	3/31/2025
2024 Q4	9/24/2025	578	0.1%	6,539	12/31/2024
2024 Q3	9/24/2025	576	0.1%	6,539	9/30/2024
2024 Q2	9/24/2025	530	0.1%	6,539	6/30/2024
2024 Q1	9/24/2025	558	0.1%	6,637	3/31/2024
2023 Q4	10/1/2025	516	0.1%	6,637	12/31/2023
2023 Q3	10/1/2025	465	0.1%	6,709	9/30/2023
2023 Q2	10/1/2025	565	0.1%	7,740	6/30/2023
2023 Q1	10/1/2025	543	0.1%	7,766	3/31/2023
2022 Q4	10/1/2025	426	0.1%	6,317	12/31/2022
2022 Q3	10/1/2025	522	0.1%	8,393	9/30/2022
2022 Q2	10/2/2025	543	0.1%	8,393	6/30/2022
2022 Q1	10/2/2025	662	0.1%	8,487	3/31/2022
2021 Q4	10/2/2025	721	0.1%	8,683	12/31/2021
2021 Q3	10/2/2025	671	0.1%	8,583	9/30/2021
2021 Q2	10/2/2025	460	0.1%	5,808	6/30/2021
2021 Q1	10/2/2025	583	0.1%	7,884	3/31/2021
2020 Q4	10/2/2025	326	0.0%	4,756	12/31/2020
2020 Q3	10/2/2025	273	0.0%	4,756	9/30/2020
2020 Q2	10/2/2025	310	0.1%	5,788	6/30/2020
2020 Q1	10/2/2025	250	0.0%	5,788	3/31/2020
2019 Q4	10/6/2025	345	0.1%	5,788	12/31/2019