IGM β€” ISHARES TR

Ownership history in Kearns & Associates LLC  Β·  17 quarters on record

AI Ownership Summary

Kearns & Associates LLC reported ISHARES TR (IGM) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.58% in 2024 Q2. The latest visible filing shows IGM at 0.55% 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 IGM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kearns & Associates 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

IGM was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% in 2024 Q2

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 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 Kearns & Associates LLC held IGM β€” position size vs. price
% of Fund (quarterly)    IGM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 8,226 β€” 0% 0.55% $1.1M 2026-02-14 (Est.) $123.77
2025 Q3 UNCHANGED 8,226 β€” 0% 0.55% $1.0M 2025-10-22 $127.46
2025 Q2 UNCHANGED 8,226 β€” 0% 0.53% $924K 2025-07-09 $113.47
2025 Q1 UNCHANGED 8,226 β€” 0% 0.48% $746K 2025-05-15 $103.14
2024 Q4 UNCHANGED 8,226 β€” 0% 0.54% $840K 2025-01-23 $107.19
2024 Q3 UNCHANGED 8,226 β€” 0% 0.52% $789K 2024-10-29 $99.20
2024 Q2 UNCHANGED 8,226 β€” 0% 0.58% $776K 2024-08-01 $89.03
2024 Q1 ADDED 8,226 +6,855 +500.0% 0.55% $709K 2024-05-10 $85.02
2023 Q4 UNCHANGED 1,371 β€” 0% 0.52% $614K 2024-01-24 $79.45
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Kearns & Associates 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 Kearns & Associates LLC reported owning IGM?

Kearns & Associates LLC reported IGM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IGM position in Kearns & Associates LLC's portfolio?

The largest reported portfolio weight for IGM was 0.58% in 2024 Q2.

What is the latest reported IGM position on this page?

The most recent filing on this page is 2025 Q4, when Kearns & Associates LLC reported 8,226 shares, equal to 0.55% of portfolio, with an estimated market value of $1.1M.

What does the chart on this IGM ownership page compare?

The chart compares Kearns & Associates 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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