Financial Engines Advisors L.L.C. IGSB ISHARES TRUST

Ownership history in Financial Engines Advisors L.L.C.  ·  8 quarters on record

AI Ownership Summary

Financial Engines Advisors L.L.C. reported ISHARES TRUST (IGSB) in 8 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows IGSB at 0.00% 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 IGSB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Engines Advisors L.L.C.'s position in ISHARES TRUST, 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

IGSB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 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 Financial Engines Advisors L.L.C. held IGSB — position size vs. price
% of Fund (quarterly)    IGSB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 76.9% +1.3% 6,166 -20,580 -76.9% 0.00% $327K 2025-11-17 $51.65
2025 Q2 REDUCED 26,746 -608 -2.2% 0.00% $1.4M 2025-08-14 $51.02
2025 Q1 REDUCED 27,354 -150 -0.5% 0.00% $1.4M 2025-05-12 $49.79
2024 Q4 ADDED 27,504 +21,907 +391.4% 0.00% $1.4M 2025-02-12 $48.93
2024 Q3 REDUCED 17.0% -0.5% 5,597 -1,144 -17.0% 0.00% $295K 2024-11-12 $48.43
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Financial Engines Advisors L.L.C. and IGSB

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

How long has Financial Engines Advisors L.L.C. reported owning IGSB?

Financial Engines Advisors L.L.C. reported IGSB across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported IGSB position in Financial Engines Advisors L.L.C.'s portfolio?

The largest reported portfolio weight for IGSB was 0.00% in 2025 Q1.

What is the latest reported IGSB position on this page?

The most recent filing on this page is 2025 Q3, when Financial Engines Advisors L.L.C. reported 6,166 shares, equal to 0.00% of portfolio, with an estimated market value of $327K.

What does the chart on this IGSB ownership page compare?

The chart compares Financial Engines Advisors L.L.C.'s quarterly IGSB 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 Financial Engines Advisors L.L.C. time their IGSB position?

Based on 13F filing dates vs. subsequent IGSB price moves, Financial Engines Advisors L.L.C. correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on IGSB relative to SPY over the holding period was +8.7%.

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