ILCG β€” ISHARES TR

Ownership history in GM Advisory Group, LLC  Β·  6 quarters on record

AI Ownership Summary

GM Advisory Group, LLC reported ISHARES TR (ILCG) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.36% in 2025 Q4. The latest visible filing shows ILCG at 1.36% 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 ILCG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GM Advisory Group, 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 Q4

ILCG was reported at 1.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.36% in 2025 Q4

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 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.

How GM Advisory Group, LLC held ILCG β€” position size vs. price
% of Fund (quarterly)    ILCG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 333,245 +47,164 +16.5% 1.36% $34.7M 2026-02-14 (Est.) $100.32
2025 Q3 ADDED 286,081 +39,556 +16.0% 1.27% $29.8M 2025-11-19 $101.54
2025 Q2 ADDED 246,525 +159,159 +182.2% 1.18% $23.9M 2025-08-13 $101.21
2025 Q1 ADDED 87,366 +69,233 +381.8% 0.38% $7.1M 2025-05-14 $90.52
2024 Q4 ADDED 18,133 +7,078 +64.0% 0.09% $1.6M 2025-02-11 $91.93
2024 Q3 INITIATED 11,055 β€” β€” 0.06% $929K 2024-11-12 $89.45

FAQ About GM Advisory Group, LLC and ILCG

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

How long has GM Advisory Group, LLC reported owning ILCG?

GM Advisory Group, LLC reported ILCG across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported ILCG position in GM Advisory Group, LLC's portfolio?

The largest reported portfolio weight for ILCG was 1.36% in 2025 Q4.

What is the latest reported ILCG position on this page?

The most recent filing on this page is 2025 Q4, when GM Advisory Group, LLC reported 333,245 shares, equal to 1.36% of portfolio, with an estimated market value of $34.7M.

What does the chart on this ILCG ownership page compare?

The chart compares GM Advisory Group, LLC's quarterly ILCG 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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