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Disclosery

IGEB ISHARES TR

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INVESTMENT GRADE (fund)

186 managers (189 13F filers) reported a position in IGEB shares at 2026-06-30, 28,842,170 shares in all. 25 filers opened a position and 14 filers sold out during the quarter.

Managers
186
13F filers
189
New
25
Added
89
Reduced
57
Sold out
14
Shares held by filers
28,842,170

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,295,253$194M+907,547Timeline
LPL Financial LLC2,714,334$122M0.03%+533,84513F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…1,921,932$86.7M0.3%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,775,613$80.1M0.01%+586,14813F-HRTimelineGroup
Betterment LLC1,488,332$67.1M0.11%-41,02613F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.1,224,464$55.2M2%+45,20913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,177,849$53.1M<0.01%+102,96713F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.861,241$38.9M1.11%+78,27513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.854,122$38.5M0.23%+124,16613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.743,163$33.5M<0.01%+7,42913F-HRTimelineGroup
Cetera Investment Advisers674,762$30.4M0.03%+187,83413F-HRTimeline
MML INVESTORS SERVICES, LLC645,097$29.1M0.06%+87,83713F-HRTimeline
OneDigital Investment Advisors LLC640,961$28.9M0.24%+50,38213F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC624,286$28.2M5.8%+11,92013F-HRTimeline
Merit Financial Group, LLC620,167$28M0.17%+94,52413F-HR/ATimeline
UBS Group AGgroup of 2 filers holding439,766$19.8M+33,649Timeline
Ameliora Wealth Management Ltd.429,861$19.4M5.76%+5,23813F-HRTimeline
Cambridge Investment Research Advisors,…428,103$19.3M0.04%+13,83113F-HR/ATimeline
DORVAL Corp408,504$18.4M5.3%+9,34513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC395,705$17.8M<0.01%-268,74013F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding307,236$13.6M+181,688Timeline
Heck Capital Advisors, LLC269,354$12.2M0.73%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC259,326$11.7M0.01%+67,52113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…258,003$11.6M0.06%-7,02013F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC255,722$11.5M0.15%-72,10313F-HRTimeline
Kelly Financial Services LLC253,415$11.4M2.45%+163,07313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO241,115$10.9M<0.01%+15,05413F-HRTimelineGroup
BlueStem Wealth Partners, LLC226,998$10.2M1.02%-43,98613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC209,120$9.43M0.02%+44,95313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP167,474$7.55M0.01%+4,19813F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC166,579$7.51M0.04%-8,45813F-HR/ATimeline
Systelligence, LLC158,594$7.15M1.19%new13F-HRTimeline
NorthRock Partners, LLC153,630$6.93M0.1%-21,57813F-HRTimeline
Breakwater Capital Group135,818$6.13M0.74%-41,16613F-HRTimeline
Private Advisor Group, LLC133,936$6.04M0.03%-207,55713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC116,092$5.24M0.03%-17,17513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.115,238$5.2M0.07%-34013F-HRTimeline
Hoese & Co LLP109,648$4.95M3.21%+82413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.92,269$4.16M<0.01%+24,96513F-HRTimelineGroup
Keystone Wealth Services, LLC91,376$4.12M0.77%+4,77213F-HRTimeline
Accel Wealth Management88,009$3.97M0.89%-1,14813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …84,783$3.82M0.19%+27,19913F-HRTimeline
Lunt Capital Management, Inc.82,063$3.7M1.36%+4,19013F-HRTimeline
JB Capital LLC78,514$3.54M0.12%+22,67213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC73,457$3.31M<0.01%+40,92113F-HRTimelineGroup
Trivium Point Advisory, LLC70,182$3.17M0.29%new13F-HRTimeline
Altus Wealth Management, LLC69,168$3.12M1.2%-77613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…64,154$2.89M<0.01%+23,78413F-HRTimelineGroup
LARCH CAPITAL PARTNERS LLC63,720$2.87M0.41%013F-HRTimeline
Convergence Financial, LLC60,768$2.74M0.22%+29,19313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC58,233$2.63M<0.01%-14,71613F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC53,365$2.41M0.12%+1,93413F-HRTimeline
FreeGulliver LLC51,784$2.34M0.82%-3,49013F-HRTimeline
Steward Partners Investment Advisory, L…46,504$2.1M0.01%-6,65913F-HRTimeline
Shared Vision Wealth Group LLC46,216$2.08M0.72%-1,45013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC45,225$2.04M0.07%-80513F-HRTimeline
Fermata Advisors, LLC45,087$2.03M0.41%-14,55513F-HRTimeline
Vestmark Advisory Solutions, Inc.44,455$2.01M0.02%013F-HRTimeline
Advisory Services Network, LLC43,496$1.96M0.02%-75713F-HRTimeline
Dynasty Wealth Management, LLC42,428$1.91M0.01%+1,83513F-HRTimeline
Farther Finance Advisors, LLC41,073$1.85M0.01%+4,34213F-HRTimeline
Geneos Wealth Management Inc.36,993$1.67M0.03%+35713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV36,631$1.65M0.08%+6,56513F-HRTimeline
Sigma Planning Corp36,282$1.64M0.04%-18713F-HRTimeline
RFG Advisory, LLC34,293$1.55M0.02%+3,96113F-HRTimeline
Prime Capital Investment Advisors, LLC33,171$1.5M0.01%+21513F-HRTimeline
Daybright Advisory Services, Inc.33,556$1.49M0.35%-50,09413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC31,016$1.4M0.02%+81713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA29,605$1.34M<0.01%-2,02613F-HRTimelineGroup
Modern Wealth Management, LLC29,133$1.31M0.02%+19,28913F-HRTimeline
Keebeck Wealth Management29,035$1.31M0.13%+2,07013F-HRTimeline
Advyzon Investment Management, LLC28,685$1.29M0.09%new13F-HRTimeline
Two West Capital Advisors LLC28,237$1.26M0.63%-6,31613F-HRTimeline
ShoreHaven Wealth Partners, LLC27,411$1.24M0.39%+70313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC27,331$1.23M0.03%+3,40813F-HRTimelineGroup
Wealth Management Associates, Inc.27,060$1.22M0.34%+1513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…26,717$1.21M0.1%+1,64913F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC24,440$1.1M0.45%+1,34313F-HRTimeline
NewEdge Advisors, LLC24,203$1.09M<0.01%+78413F-HRTimeline
IFP Advisors, Inc23,187$1.05M0.02%-58,08013F-HRTimeline
Paller Financial Services Inc22,255$1M0.75%+78013F-HRTimeline
World Investment Advisors22,231$1M0.02%-2,26213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/21,075$951K<0.01%-3,16513F-HRTimelineGroup
Invst, LLC20,573$928K0.09%+4,72913F-HRTimeline
Tidemark, LLC20,540$927K0.21%-5,16013F-HRTimeline
Mutual Advisors, LLC20,255$914K0.02%+8,77813F-HRTimeline
Orion Porfolio Solutions, LLC19,987$902K0.01%+4,87313F-HRTimeline
Cadia Private Client LLC18,881$852K0.61%+13313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,951$810K0.01%-3,59513F-HRTimelineGroup
HB Wealth Management, LLC17,864$806K<0.01%-3,50013F-HRTimeline
Ausdal Financial Partners, Inc.17,022$768K0.03%+4,48913F-HRTimeline
Icon Wealth Advisors, LLC16,889$762K0.05%-3,58413F-HRTimeline
Madson Wealth Advisors Inc14,861$670K0.46%+20313F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.14,850$670K1.02%+4,75513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,802$668K<0.01%+7,90613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,790$667K<0.01%-5,68713F-HRTimelineGroup
HighTower Advisors, LLC14,430$651K<0.01%+1,83713F-HRTimeline
EFG International AGin group EFG International AG13,210$596K0.01%-50,11313F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.13,008$587K0.07%-18,41513F-HRTimeline
1620 INVESTMENT ADVISORS, INC.12,792$577K0.36%-2,31713F-HRTimeline
GeoWealth Management, LLC12,249$553K0.02%-2,82113F-HRTimeline
OpenArc Corporate Advisory, LLC12,175$549K0.01%+1,71313F-HRTimeline
CPA Asset Management Group, LLC12,160$549K0.16%-116,00013F-HRTimeline
Riverbend Wealth Management, LLC12,058$544K0.28%+33313F-HRTimeline
Parallel Advisors, LLC11,649$526K0.01%-10313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.11,522$520K0.02%new13F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC11,226$506K0.01%+47413F-HRTimeline
Avantra Family Wealth, Inc.11,190$505K0.32%+2,49913F-HRTimeline
ADE, LLC10,723$484K0.2%-4,91113F-HRTimeline
Argyle Capital Partners, LLC10,646$480K0.3%+9513F-HRTimeline
GC Wealth Management RIA, LLC10,491$473K0.03%-3,02513F-HRTimeline
Composition Wealth, LLC10,177$459K0.01%-1,15013F-HRTimeline
IHT Wealth Management, LLC10,083$455K0.01%-1,01913F-HRTimeline
Integrated Wealth Concepts LLC9,892$446K<0.01%+2,34313F-HRTimeline
Strategic Blueprint, LLC9,752$440K0.02%+2,90313F-HRTimeline
Sequoia Financial Advisors, LLC9,680$437K<0.01%+11313F-HRTimeline
Mariner, LLCin group Mariner, LLC9,349$422K<0.01%+4,59213F-HRTimelineGroup
IFG Advisory, LLC8,979$405K0.01%new13F-HRTimeline
Quantinno Capital Management LP8,735$394K<0.01%new13F-HRTimeline
Gateway Wealth Partners, LLC8,573$387K0.02%+1,13513F-HRTimeline
Patton Albertson Miller Group, LLC8,425$380K0.04%-10,91813F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC8,231$371K0.03%013F-HRTimelineGroup
Integrated Advisors Network LLC8,195$370K0.02%+3,75313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,108$366K<0.01%+66913F-HRTimelineGroup
Atria Investments, Inc7,986$360K<0.01%+37513F-HRTimeline
Vision Retirement, LLC7,887$356K0.09%+47413F-HRTimeline
Centerpoint Advisory Group7,823$353K0.22%-2,93513F-HRTimeline
West Wealth Group, LLC7,819$353K0.06%+25513F-HRTimeline
REICON WEALTH ADVISORS, LLC7,770$351K0.22%+2,40013F-HRTimeline
Janney Montgomery Scott LLC7,751$350K<0.01%-24,54413F-HRTimeline
Town Capital LLC7,676$346K0.22%new13F-HRTimeline
Investment Advisory Group, LLC7,644$345K0.07%013F-HRTimeline
Summit Financial, LLC7,629$344K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC7,514$339K0.01%13F-HRTimeline
FMR LLCin group FMR LLC7,479$337K<0.01%+6,33313F-HRTimelineGroup
Allworth Financial LP7,373$333K<0.01%+6,93813F-HRTimeline
SteelPeak Wealth, LLC7,315$330K0.01%-10,11113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,165$323K<0.01%+1,96613F-HRTimelineGroup
New England Private Wealth Advisors LLC7,016$311K0.03%+11813F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC6,683$301K0.02%-1,39513F-HRTimelineGroup
Stronghold Wealth Management L.L.C.6,677$301K0.4%+17313F-HRTimeline
Sovran Advisors, LLC6,742$300K0.02%-7,50513F-HRTimeline
Embree Financial Group5,992$270K0.03%+1,18213F-HRTimeline
Everest Financial Group LLC5,978$270K0.04%-58913F-HRTimeline
SigFig Wealth Management, LLC5,924$268K0.01%+34013F-HRTimeline
Kraft, Davis & Associates, LLC5,973$266K0.06%new13F-HRTimeline
Caitlin John, LLC5,883$265K0.15%013F-HRTimeline
EP Wealth Advisors, LLC5,771$260K<0.01%new13F-HRTimeline
Helium Advisors LLC5,501$248K0.21%-20,62213F-HRTimeline
Vertex Planning Partners, LLC5,425$245K0.04%new13F-HRTimeline
GEM Asset Management, LLC5,152$232K0.09%+2913F-HRTimeline
Tennessee Valley Asset Management Partn…5,107$230K0.03%-2,47213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,097$230K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,063$228K<0.01%new13F-HR/ATimeline
Barnes Wealth Management Group, Inc4,775$215K0.1%new13F-HRTimeline
Sanctuary Advisors, LLC4,773$215K<0.01%new13F-HRTimeline
Oregon Pacific Wealth Management, LLC4,746$214K0.2%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,555$205K0.01%-9013F-HRTimeline
Snowden Capital Advisors LLC4,519$204K<0.01%-5,23913F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC4,461$201K0.14%-11113F-HRTimeline
AE Wealth Management LLC1,764$79.6K<0.01%+80313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,640$74K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA1,438$64.9K0.01%+2313F-HRTimeline
Kingdom Financial Group LLC.1,280$57.7K0.01%+1713F-HRTimeline
Rossby Financial, LCC1,166$52.6K0.01%+21813F-HRTimeline
Strategic Wealth Partners, Ltd.786$35.5K<0.01%013F-HRTimeline
CoreCap Advisors, LLC764$34.5K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…725$32.5K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC482$21.7K<0.01%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC424$19.1K<0.01%13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS302$13.6K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN212$9.56K<0.01%-1,59913F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC200$9K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.188$8.48K<0.01%013F-HRTimeline
REAP Financial Group, LLC187$8.44K<0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC147$6.63K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…132$5.98K<0.01%+113F-HRTimeline
Cornerstone Planning Group LLC109$4.84K<0.01%-21013F-HRTimeline
Cape Investment Advisory, Inc.97$4.38K<0.01%new13F-HRTimeline
Continuum Advisory, LLC80$3.61K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC71$3.2K<0.01%-99213F-HRTimeline
SYM FINANCIAL Corp68$3.07K<0.01%new13F-HRTimeline
Meramec Financial Planners, LLC43$1.91K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6$271<0.01%013F-HRTimelineGroup
MASECO LLP6$271<0.01%013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY104,547$2.33K+101,54813F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.