CLEAR INVESTMENT RESEARCH, LLC IGOV — ISHARES

Ownership history in CLEAR INVESTMENT RESEARCH, LLC  ·  43 quarters on record

AI Ownership Summary

CLEAR INVESTMENT RESEARCH, LLC reported ISHARES (IGOV) in 43 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.11% in 2023 Q4. The latest visible filing shows IGOV at 0.05% 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 CLEAR INVESTMENT RESEARCH, 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 Q3

IGOV was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% 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 Q3

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 CLEAR INVESTMENT RESEARCH, LLC fund profile CLEAR INVESTMENT RESEARCH, LLC full holdings
How CLEAR INVESTMENT RESEARCH, 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 933 — 0% 0.05% $40K 2025-11-07 $41.54
2025 Q2 UNCHANGED — — — 933 — 0% 0.05% $40K 2025-08-04 $41.56
2025 Q1 UNCHANGED — — — 933 — 0% 0.05% $37K 2025-05-09 $40.80
2024 Q4 UNCHANGED — — — 933 — 0% 0.05% $36K 2025-02-11 $38.23
2024 Q3 UNCHANGED — — — 933 — 0% 0.05% $39K 2024-11-12 $38.74
2024 Q2 UNCHANGED — — — 933 — 0% 0.05% $36K 2024-08-08 $39.73
2024 Q1 REDUCED 51.5% -2.6% ✅ 933 -991 -51.5% 0.05% $37K 2024-05-02 $38.05
2023 Q4 REDUCED 5.2% -5.1% ✅ 1,924 -106 -5.2% 0.11% $80K 2024-02-12 $38.73
35 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% North Ridge Wealth Advisors, Inc. 3Y 4.41% Aspect Partners, LLC 3.37% Avos Capital Management, LLC 3.3% DMC Group, LLC 3Y 2.37% Topel & Distasi Wealth Management, LLC 3Y 1.72% Checchi Capital Advisers, LLC 3Y 7Y 1.22% LEUTHOLD GROUP, LLC 3Y 7Y 1.08% Inscription Capital, LLC 3Y 0.74% Patriot Financial Group Insurance Agency, LLC 3Y 7Y 0.74%

FAQ About CLEAR INVESTMENT RESEARCH, 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 CLEAR INVESTMENT RESEARCH, LLC reported owning IGOV?

CLEAR INVESTMENT RESEARCH, LLC reported IGOV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IGOV position in CLEAR INVESTMENT RESEARCH, LLC's portfolio?

The largest reported portfolio weight for IGOV was 0.11% in 2023 Q4.

What is the latest reported IGOV position on this page?

The most recent filing on this page is 2025 Q3, when CLEAR INVESTMENT RESEARCH, LLC reported 933 shares, equal to 0.05% of portfolio, with an estimated market value of $40K.

What does the chart on this IGOV ownership page compare?

The chart compares CLEAR INVESTMENT RESEARCH, 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 CLEAR INVESTMENT RESEARCH, LLC time their IGOV position?

Based on 13F filing dates vs. subsequent IGOV price moves, CLEAR INVESTMENT RESEARCH, LLC correctly timed 18 out of 35 reported position changes (51%). The annualised alpha on IGOV relative to SPY over the holding period was -12.5%.

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