Checchi Capital Advisers, LLC IGOV — ISHARES

Ownership history in Checchi Capital Advisers, LLC  ·  49 quarters on record

AI Ownership Summary

Checchi Capital Advisers, LLC reported ISHARES (IGOV) in 49 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.4% in 2023 Q4. The latest visible filing shows IGOV at 1.31% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IGOV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Checchi Capital Advisers, LLC's position in ISHARES, 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
2025 Q4

IGOV was reported at 1.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.4% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

IGOV stock page Checchi Capital Advisers, LLC fund profile Checchi Capital Advisers, LLC full holdings
How Checchi Capital Advisers, LLC held IGOV — position size vs. price
% of Fund (quarterly)    IGOV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 617,443 +41,370 +7.2% 1.31% $25.7M 2026-02-14 (Est.) $42.94
2025 Q3 ADDED — — — 576,073 +47 +0.0% 1.28% $24.5M 2025-11-05 $41.32
2025 Q2 REDUCED 5.5% -1.2% ✅ 576,026 -33,228 -5.5% 1.39% $24.8M 2025-07-22 $42.17
2025 Q1 ADDED — — — 609,254 +43,782 +7.7% 1.27% $24.0M 2025-04-29 $41.34
2024 Q4 REDUCED 19.9% +2.6% ❌ 565,472 -140,870 -19.9% 1.26% $21.7M 2025-02-05 $38.45
2024 Q3 ADDED — — — 706,342 +40,258 +6.0% 1.65% $29.5M 2024-11-04 $39.45
2024 Q2 REDUCED — — — 666,084 -33,108 -4.7% 1.29% $25.7M 2024-07-26 $38.90
2024 Q1 REDUCED — — — 699,192 -17,155 -2.4% 2.16% $27.7M 2024-04-25 $37.65
2023 Q4 ADDED — — — 716,347 +97,528 +15.8% 2.40% $29.6M 2024-02-07 $38.79
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IGOV

As of 2026 Q1 — sorted by position size

Israel Discount Bank of New York 3Y 7Y 6.47% Aspect Partners, LLC 3.37% Inscription Capital, LLC 3Y 0.74% Patriot Financial Group Insurance Agency, LLC 3Y 7Y 0.74% VERITY Wealth Advisors 3Y 7Y 0.5% ONE PLUS ONE WEALTH MANAGEMENT, LLC 3Y 0.46% Upper Left Wealth Management, LLC 3Y 0.45% Old Peak Finance LLC 0.33% MYECFO, LLC 0.21% Columbus Macro, LLC 3Y 7Y 0.2%

FAQ About Checchi Capital Advisers, LLC and IGOV

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

How long has Checchi Capital Advisers, LLC reported owning IGOV?

Checchi Capital Advisers, LLC reported IGOV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IGOV position in Checchi Capital Advisers, LLC's portfolio?

The largest reported portfolio weight for IGOV was 2.40% in 2023 Q4.

What is the latest reported IGOV position on this page?

The most recent filing on this page is 2025 Q4, when Checchi Capital Advisers, LLC reported 617,443 shares, equal to 1.31% of portfolio, with an estimated market value of $25.7M.

What does the chart on this IGOV ownership page compare?

The chart compares Checchi Capital Advisers, LLC's quarterly IGOV 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.

How well did Checchi Capital Advisers, LLC time their IGOV position?

Based on 13F filing dates vs. subsequent IGOV price moves, Checchi Capital Advisers, LLC correctly timed 22 out of 48 reported position changes (46%). The annualised alpha on IGOV relative to SPY over the holding period was -12.8%.

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