IGM β€” ISHARES TR

Ownership history in EVERPAR ADVISORS LLC  Β·  7 quarters on record

AI Ownership Summary

EVERPAR ADVISORS LLC reported ISHARES TR (IGM) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.22% in 2025 Q3. The latest visible filing shows IGM at 0.22% 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.

What this IGM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EVERPAR ADVISORS LLC's position in ISHARES TR, 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

IGM was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2025 Q3

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.

How EVERPAR ADVISORS LLC held IGM β€” position size vs. price
% of Fund (quarterly)    IGM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 4,462 +177 +4.1% 0.22% $562K 2025-10-17 $127.70
2025 Q2 ADDED 4,285 +927 +27.6% 0.22% $481K 2025-07-08 $112.60
2025 Q1 ADDED 3,358 +848 +33.8% 0.16% $305K 2025-04-16 $85.29
2024 Q4 REDUCED 2,510 -68 -2.6% 0.13% $256K 2025-01-15 $102.74
2024 Q3 ADDED 2,578 +450 +21.1% 0.13% $247K 2024-10-07 $95.20
2024 Q2 ADDED 2,128 +1,641 +337.0% 0.10% $201K 2024-07-18 $93.12
2023 Q4 INITIATED 487 β€” β€” 0.10% $218K 2024-02-06 $80.46

🏒 Other funds also holding IGM

As of 2026 Q1 β€” sorted by position size

BEACON FINANCIAL GROUP 3Y 7Y 0.11% Financial Insights, Inc. 3Y 7Y 0.1%

FAQ About EVERPAR ADVISORS LLC and IGM

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

How long has EVERPAR ADVISORS LLC reported owning IGM?

EVERPAR ADVISORS LLC reported IGM across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IGM position in EVERPAR ADVISORS LLC's portfolio?

The largest reported portfolio weight for IGM was 0.22% in 2025 Q3.

What is the latest reported IGM position on this page?

The most recent filing on this page is 2025 Q3, when EVERPAR ADVISORS LLC reported 4,462 shares, equal to 0.22% of portfolio, with an estimated market value of $562K.

What does the chart on this IGM ownership page compare?

The chart compares EVERPAR ADVISORS LLC's quarterly IGM 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.

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