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Disclosery

IGEB ISHARES TR

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INVESTMENT GRADE (fund)

173 managers (174 13F filers) reported a position in IGEB shares at 2024-12-31, 19,003,822 shares in all. 19 filers opened a position and 85 filers sold out during the quarter.

Managers
173
13F filers
174
New
19
Added
54
Reduced
78
Sold out
85
Shares held by filers
19,003,822

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 holding1,560,394$69.2M-5,894,493Timeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…1,421,932$63.1M0.25%013F-HRTimelineGroup
LPL Financial LLC1,319,131$58.5M0.02%-886,96313F-HRTimeline
Hennion & Walsh Asset Management, Inc.1,091,067$48.4M2.19%+152,29813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding835,460$37.1M+227,335Timeline
CWM, LLCin group CWM, LLC826,608$36.7M0.15%-160,18213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC782,069$34.7M0.01%-84,49713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC602,010$26.7M0.02%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/545,307$24.2M<0.01%-312,38613F-HRTimelineGroup
OneDigital Investment Advisors LLC531,433$23.6M0.27%+87,10913F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC503,315$22.3M5.63%+15,87813F-HRTimeline
Ameliora Wealth Management Ltd.497,995$22.1M8.29%+53313F-HRTimeline
Parallel Advisors, LLC481,882$21.4M0.48%+36,82513F-HRTimeline
Betterment LLC481,661$21.4M0.05%+89,50013F-HRTimeline
MML INVESTORS SERVICES, LLC443,500$19.7M0.07%-215,56413F-HRTimeline
Cambridge Investment Research Advisors,…429,294$19M0.06%-18,05013F-HRTimeline
Janney Montgomery Scott LLC392,025$17.4M0.05%-247,94713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA361,842$16.1M<0.01%+3,12113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV325,852$14.5M0.04%-1,77013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY309,729$13.7M<0.01%-327,95813F-HR/ATimelineGroup
BlueStem Wealth Partners, LLC297,177$13.2M1.73%13F-HRTimeline
Private Advisor Group, LLC283,641$12.6M0.07%+22,79213F-HRTimeline
McGlone Suttner Wealth Management, Inc.252,863$11.2M1.87%+72,47413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…252,561$11.2M0.09%-215,13113F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC215,375$9.55M0.19%new13F-HRTimeline
DORVAL Corp199,885$8.87M3.52%+10,58213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC197,000$8.74M<0.01%13F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.178,377$7.91M<0.01%-907,93813F-HRTimelineGroup
Geneos Wealth Management Inc.163,019$7.23M0.25%+47,13813F-HRTimeline
Cetera Investment Advisers159,975$7.1M0.01%-407,03013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp119,182$5.29M<0.01%-223,31913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP115,396$5.12M0.01%-120,24713F-HRTimelineGroup
CPA Asset Management Group, LLC112,957$5.01M2.33%+40,86713F-HRTimeline
TD Waterhouse Canada Inc.109,984$4.88M0.04%new13F-HRTimeline
IHT Wealth Management, LLC108,450$4.81M0.16%-493,11113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO93,076$4.13M<0.01%-581,71913F-HRTimelineGroup
Systelligence, LLC90,803$4.03M0.99%+4,93113F-HRTimeline
UBS Group AGin group UBS Group AG90,148$4M<0.01%+42,97913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.79,050$3.51M0.1%+24,80013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.77,254$3.43M0.01%-88,79513F-HR/ATimelineGroup
DOHJ, LLC67,214$2.98M0.69%+13,95613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC60,039$2.66M0.03%-278,56813F-HRTimelineGroup
Tennessee Valley Asset Management Partn…59,740$2.65M0.44%-71513F-HRTimeline
Lunt Capital Management, Inc.57,668$2.56M1%new13F-HRTimeline
Breakwater Capital Group57,027$2.53M0.5%+14,03513F-HRTimeline
Hoese & Co LLP54,275$2.41M2.09%+16,15013F-HRTimeline
Accel Wealth Management53,406$2.37M0.9%+3,86913F-HRTimeline
FreeGulliver LLC51,086$2.27M1.18%+5,53513F-HRTimeline
Tidemark, LLC45,737$2.03M0.78%+5,16513F-HRTimeline
IFP Advisors, Inc45,551$2.02M0.07%+32,50513F-HRTimeline
Advisory Services Network, LLC44,994$2M0.04%-3,61313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC44,871$1.99M<0.01%+13,70413F-HRTimeline
ORG Partners LLC43,459$1.93M0.26%-28513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC42,778$1.9M0.17%+5,61813F-HRTimeline
Altus Wealth Management, LLC41,778$1.85M0.83%+2,36613F-HRTimeline
Steward Partners Investment Advisory, L…41,054$1.82M0.02%-12,61313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP39,480$1.75M0.03%+32,68013F-HRTimeline
Dynasty Wealth Management, LLC36,516$1.62M0.03%-24,54213F-HRTimeline
Buffington Mohr McNeal36,500$1.62M0.27%+2,21313F-HRTimeline
FLOW TRADERS U.S. LLC35,765$1.59M0.06%new13F-HRTimeline
Prime Capital Investment Advisors, LLC35,186$1.56M0.02%-4,61213F-HRTimeline
Sigma Planning Corp33,963$1.51M0.05%-5,50713F-HRTimeline
Shared Vision Wealth Group LLC33,037$1.47M0.77%-23,38913F-HRTimeline
Patton Albertson Miller Group, LLC32,756$1.45M0.19%+17,50213F-HRTimeline
Atria Investments, Inc32,483$1.44M0.02%-30,73413F-HRTimeline
Trivium Point Advisory, LLC30,057$1.33M0.17%+4,52313F-HRTimeline
Convergence Financial, LLC29,359$1.3M0.26%+2,38813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED28,428$1.26M0.12%new13F-HRTimeline
SWMG, LLC28,108$1.25M0.5%+3,42213F-HRTimeline
Advus Financial Partners, LLC25,426$1.13M0.48%+11,08013F-HR/ATimeline
Keystone Wealth Services, LLC25,313$1.12M0.3%new13F-HRTimeline
Farther Finance Advisors, LLC23,928$1.06M0.04%-3,89813F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC23,447$1.04M0.08%-22,95013F-HRTimelineGroup
Copperleaf Capital, LLC23,007$1.02M0.65%new13F-HRTimeline
NewEdge Advisors, LLC22,941$1.02M0.01%-181,84213F-HRTimeline
Wealth Management Associates, Inc.22,505$998K0.43%+1,86013F-HRTimeline
FORTE ASSET MANAGEMENT LLC22,385$993K0.53%-46,91013F-HRTimeline
MA Private Wealth21,802$967K0.18%-1,10113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,876$882K0.02%+4,05913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC19,740$876K<0.01%new13F-HRTimelineGroup
World Investment Advisors19,069$846K0.02%-9,11513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC18,425$817K0.02%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,822$791K<0.01%new13F-HRTimelineGroup
Fermata Advisors, LLC17,223$764K0.14%+7,50413F-HRTimeline
Collier Financial17,042$756K0.68%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV16,376$726K0.05%+6,04113F-HRTimeline
Sovran Advisors, LLC16,581$726K0.1%13F-HRTimeline
Two West Capital Advisors LLC16,231$720K0.62%-2713F-HRTimeline
Centerpoint Advisory Group16,036$711K0.69%13F-HRTimeline
Lion Street Advisors, LLC15,622$693K0.22%-50613F-HRTimeline
Merit Financial Group, LLC14,373$638K0.01%+9,17413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/13,926$618K<0.01%+1,98613F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.13,743$610K0.46%+1,49813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,310$590K<0.01%-8,57113F-HRTimelineGroup
RFG Advisory, LLC12,711$564K0.02%-6,57913F-HRTimeline
WCG Wealth Advisors LLC12,154$539K0.04%+28913F-HRTimeline
Integrated Advisors Network LLC12,105$537K0.03%-50013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC11,900$528K0.02%+6,70013F-HRTimeline
Cyndeo Wealth Partners, LLC11,469$509K0.03%-8,99513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,175$496K<0.01%-12,30713F-HRTimelineGroup
Rothschild Wealth LLC10,396$461K0.13%-121,05213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,164$451K0.01%-27413F-HRTimeline
Horst & Graben Wealth Management LLC10,140$450K0.08%-33,28213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…10,107$448K<0.01%new13F-HRTimelineGroup
Vertex Planning Partners, LLC10,082$447K0.1%+50413F-HRTimeline
Keystone Financial Services9,724$431K0.17%-2,14313F-HRTimeline
Argyle Capital Partners, LLC9,233$410K0.35%13F-HRTimeline
ADE, LLC8,581$381K0.23%+2,73313F-HRTimeline
Snowden Capital Advisors LLC8,449$375K0.01%-6,62713F-HRTimeline
SteelPeak Wealth, LLC8,430$374K0.02%-75,42913F-HRTimeline
Mariner, LLCin group Mariner, LLC7,913$351K<0.01%-14,07413F-HRTimelineGroup
Investment Advisory Group, LLC7,644$339K0.11%+2,91213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,574$336K<0.01%-1,69413F-HRTimelineGroup
Pinion Investment Advisors, LLC6,524$289K0.12%new13F-HRTimeline
New England Private Wealth Advisors LLC6,512$289K0.05%new13F-HRTimeline
Caitlin John, LLC6,299$279K0.19%013F-HRTimeline
TSA Wealth Managment LLC6,222$276K0.11%-50,57213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.6,175$274K0.01%-3,50013F-HRTimeline
Kraft, Davis & Associates, LLC6,021$267K0.08%+8013F-HRTimeline
Arkadios Wealth Advisors5,992$266K0.01%-1,56813F-HRTimeline
First Horizon Advisors, Inc.5,916$262K0.01%-6,83813F-HRTimeline
Spectrum Wealth Counsel, LLC5,771$256K0.03%-12,71913F-HRTimeline
Concorde Asset Management, LLC5,660$251K0.13%-27713F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY5,563$247K0.05%-40813F-HRTimeline
CFS Investment Advisory Services, LLC5,478$243K0.02%-42,66113F-HRTimeline
DecisionMap Wealth Management, LLC5,405$240K0.19%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,162$229K<0.01%-33,49213F-HRTimeline
Destiny Wealth Partners, LLC5,155$229K0.04%013F-HRTimeline
Executive Wealth Management, LLC5,119$227K0.02%013F-HRTimeline
Certus Wealth Management, LLC5,078$226K0.15%-2,81413F-HRTimeline
HRT FINANCIAL LP5,104$226K<0.01%new13F-HRTimeline
Able Wealth Management LLC4,976$221K0.15%new13F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC4,805$215K0.08%13F-HRTimeline
IFG Advisory, LLC4,557$202K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,375$194K<0.01%+1,33213F-HRTimelineGroup
COMERICA BANK4,112$182K<0.01%-4,29513F-HR/ATimeline
TWIN CITY PRIVATE WEALTH, LLC3,623$161K0.14%-66113F-HRTimeline
Icon Wealth Advisors, LLC3,435$152K0.01%-29,75113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,919$129K<0.01%+1,97013F-HRTimelineGroup
AMERIFLEX GROUP, INC.2,880$128K0.06%13F-HRTimeline
Midwest Capital Advisors, LLC2,435$108K0.08%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,177$96.6K<0.01%+2,01513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,733$77K<0.01%-7,94813F-HRTimelineGroup
Glass Jacobson Investment Advisors llc1,730$76.7K0.03%+1,19413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AE Wealth Management LLC1,122$49.8K<0.01%-28,78313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,070$47.5K<0.01%-29,66813F-HRTimeline
WR Wealth Planners, LLC753$33.4K0.01%-75813F-HRTimeline
REAP Financial Group, LLC687$30.5K0.01%-2313F-HRTimeline
Wilmington Savings Fund Society, FSB570$25.3K<0.01%+613F-HRTimeline
PRIVATE TRUST CO NA560$24.8K<0.01%-3,51613F-HRTimeline
AdvisorNet Financial, Inc553$24.5K<0.01%-27713F-HRTimeline
Atlatl Advisers LLC496$22K0.01%13F-HRTimeline
Continuum Advisory, LLC462$20.5K<0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC450$20K<0.01%013F-HRTimeline
Global Retirement Partners, LLC406$18K<0.01%-32,16413F-HRTimeline
FLP Wealth Management, LLC335$14.9K0.04%13F-HRTimeline
Raleigh Capital Management Inc.304$13.5K0.01%+5513F-HRTimeline
GPS Wealth Strategies Group, LLC300$13.3K<0.01%013F-HRTimeline
Avior Wealth Management, LLC272$12.1K<0.01%013F-HRTimeline
Beacon Capital Management, LLC245$10.9K<0.01%-15713F-HRTimeline
Bangor Savings Bank211$9.36K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC188$8.34K<0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC188$8.34K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.172$7.63K<0.01%-29913F-HRTimeline
TSFG, LLC136$6K<0.01%-4,86213F-HRTimeline
Capital Investment Advisory Services, L…123$5.48K<0.01%+213F-HRTimeline
Sunbelt Securities, Inc.59$2.64K<0.01%+113F-HRTimeline
WealthShield Partners, LLC59$2.62K<0.01%-20,81613F-HRTimeline
OARSMAN CAPITAL, INC.51$2.26K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC38$1.69K<0.01%-89113F-HRTimelineGroup
Cornerstone Planning Group LLC3$128<0.01%-52713F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1$47<0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC1$40<0.01%-1,15513F-HRTimeline