iSHARES TRUST

Caldwell Trust Co IWN

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/30/2026

Shares

3,305

Value ($000)

599

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	599	0.1%	3,305	12/31/2025
2025 Q3	10/23/2025	584	0.1%	3,305	9/30/2025
2025 Q2	9/22/2025	517	0.1%	3,274	6/30/2025
2025 Q1	9/23/2025	494	0.1%	3,274	3/31/2025
2024 Q4	9/24/2025	537	0.1%	3,274	12/31/2024
2024 Q3	9/24/2025	721	0.1%	4,324	9/30/2024
2024 Q2	9/24/2025	665	0.1%	4,369	6/30/2024
2024 Q1	9/24/2025	694	0.1%	4,369	3/31/2024
2023 Q4	10/1/2025	679	0.1%	4,369	12/31/2023
2023 Q3	10/1/2025	635	0.1%	4,687	9/30/2023
2023 Q2	10/1/2025	680	0.1%	4,832	6/30/2023
2023 Q1	10/1/2025	719	0.1%	5,250	3/31/2023
2022 Q4	10/1/2025	728	0.1%	5,250	12/31/2022
2022 Q3	10/1/2025	677	0.1%	5,250	9/30/2022
2022 Q2	10/2/2025	737	0.1%	5,410	6/30/2022
2022 Q1	10/2/2025	864	0.1%	5,354	3/31/2022
2021 Q4	10/2/2025	889	0.1%	5,354	12/31/2021
2021 Q3	10/2/2025	858	0.1%	5,354	9/30/2021
2021 Q2	10/2/2025	888	0.1%	5,354	6/30/2021
2021 Q1	10/2/2025	854	0.1%	5,354	3/31/2021
2020 Q4	10/2/2025	705	0.1%	5,354	12/31/2020
2020 Q3	10/2/2025	532	0.1%	5,354	9/30/2020
2020 Q2	10/2/2025	526	0.1%	5,396	6/30/2020
2020 Q1	10/2/2025	463	0.1%	5,642	3/31/2020
2019 Q4	10/6/2025	726	0.1%	5,644	12/31/2019