IGEB — ISHARES TR

Ownership history in Integrated Advisors Network LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Integrated Advisors Network LLC reported a position in ISHARES TR (IGEB). 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
0.03% (2024 Q3)
Avg. % of fund
0.02%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 5,742 -164 -2.8% 0.01% $264K $44.92
2025 Q2 REDUCED 5,906 -6,199 -51.2% 0.01% $268K $43.79
2024 Q4 REDUCED 12,105 -500 -4.0% 0.03% $537K $41.88
2024 Q3 INITIATED 12,605 — — 0.03% $586K $43.10
% of Fund (quarterly)    IGEB price (monthly, adj. close)

Other funds also holding IGEB

As of 2025 Q4 — sorted by position size

Ameliora Wealth Management Ltd. 3Y 7.92% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 5.87% DORVAL Corp 4.5% Hoese & Co LLP 3Y 3.61% CPA Asset Management Group, LLC 3Y 2.4% Stratos Investment Management, LLC 3Y 2.09% McGlone Suttner Wealth Management, Inc. 3Y 1.8% Hennion & Walsh Asset Management, Inc. 3Y 1.4% Altus Wealth Management, LLC 3Y 1.32% Lunt Capital Management, Inc. 1.14%
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