IGM ISHARES TR

Ownership history in Equitable Holdings, Inc.  ·  25 quarters on record

This page tracks every 13F SEC filing in which Equitable Holdings, Inc. reported a position in ISHARES TR (IGM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.92% (2020 Q4)
Avg. % of fund
2.39%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,611,297 -52,313 -3.1% 1.42% $208.1M $129.12
2025 Q3 REDUCED 1,663,610 -65,594 -3.8% 1.54% $209.5M $125.85
2025 Q2 REDUCED 1,729,204 -57,472 -3.2% 1.60% $194.3M $112.21
2025 Q1 REDUCED 1,786,676 -60,801 -3.3% 1.54% $162.0M $90.51
2024 Q4 REDUCED 1,847,477 -119,072 -6.1% 1.79% $188.6M $101.86
2024 Q3 REDUCED 1,966,549 -39,324 -2.0% 1.83% $188.7M $95.68
2024 Q2 REDUCED 2,005,873 -99,715 -4.7% 1.99% $189.2M $93.96
2024 Q1 ADDED 2,105,588 +1,730,638 +461.6% 2.04% $181.5M $85.82
2023 Q4 REDUCED 374,950 -5,000 -1.3% 2.07% $168.0M $74.35
2023 Q3 REDUCED 379,950 -23,300 -5.8% 2.08% $145.2M $63.21
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IGM price (monthly, adj. close)
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