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Disclosery

IGEB ISHARES TR

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INVESTMENT GRADE (fund)

155 managers (156 13F filers) reported a position in IGEB shares at 2025-03-31, 21,384,256 shares in all. 9 filers opened a position and 25 filers sold out during the quarter.

Managers
155
13F filers
156
New
9
Added
92
Reduced
40
Sold out
25
Shares held by filers
21,384,256

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 holding1,910,307$86M+349,913Timeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…1,621,932$73M0.33%+200,00013F-HRTimelineGroup
LPL Financial LLC1,414,795$63.7M0.02%+95,66413F-HRTimeline
Hennion & Walsh Asset Management, Inc.1,131,051$50.9M2.26%+39,98413F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.886,851$39.9M2.13%+51,39113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC864,507$38.9M0.01%+82,43813F-HRTimelineGroup
CWM, LLCin group CWM, LLC793,692$35.7M0.14%-32,91613F-HRTimelineGroup
Betterment LLC634,891$28.6M0.07%+153,23013F-HRTimeline
OneDigital Investment Advisors LLC624,538$28.1M0.33%+93,10513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC611,374$27.5M0.51%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/601,478$27.1M<0.01%+56,17113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.574,988$25.9M<0.01%+396,61113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC567,525$25.5M0.09%+124,02513F-HRTimeline
Ameliora Wealth Management Ltd.521,558$23.5M8.83%+23,56313F-HRTimeline
Janney Montgomery Scott LLC517,705$23.3M0.07%+125,68013F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC488,616$22M6.18%-14,69913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA471,525$21.2M<0.01%+109,68313F-HR/ATimelineGroup
Geneos Wealth Management Inc.429,962$19.4M0.28%+266,94313F-HRTimeline
Cambridge Investment Research Advisors,…414,520$18.7M0.06%-14,77413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY377,254$17M<0.01%+67,52513F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…305,791$13.8M0.12%+53,23013F-HRTimelineGroup
UBS Group AGin group UBS Group AG291,438$13.1M<0.01%+201,29013F-HRTimelineGroup
BlueStem Wealth Partners, LLC275,079$12.4M1.69%-22,09813F-HRTimeline
McGlone Suttner Wealth Management, Inc.262,288$11.8M1.94%+9,42513F-HRTimeline
Private Advisor Group, LLC226,072$10.2M0.06%-57,56913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO215,923$9.72M<0.01%+122,84713F-HRTimelineGroup
DORVAL Corp204,216$9.25M3.72%+4,33113F-HRTimeline
Merit Financial Group, LLC192,141$8.65M0.13%+177,76813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC184,991$8.33M0.15%-30,38413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp160,594$7.23M<0.01%+41,41213F-HRTimelineGroup
Systelligence, LLC156,982$7.07M1.7%+66,17913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC155,508$7M0.01%+137,68613F-HR/ATimelineGroup
Cetera Investment Advisers152,333$6.86M0.01%-7,64213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC139,029$6.26M<0.01%-57,97113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP134,969$6.07M0.01%+19,57313F-HRTimelineGroup
Integrated Wealth Concepts LLC134,160$6.04M0.07%new13F-HRTimeline
CPA Asset Management Group, LLC119,462$5.38M2.37%+6,50513F-HRTimeline
TD Waterhouse Canada Inc.116,517$5.23M0.04%+6,53313F-HRTimeline
HARBOUR INVESTMENTS, INC.96,488$4.34M0.12%+17,43813F-HRTimeline
Breakwater Capital Group87,018$3.92M0.7%+29,99113F-HRTimeline
DOHJ, LLC83,283$3.75M0.86%+16,06913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC79,224$3.57M0.04%+19,18513F-HRTimelineGroup
Lunt Capital Management, Inc.73,359$3.3M1.2%+15,69113F-HRTimeline
ORG Partners LLC68,983$3.1M0.76%+25,52413F-HRTimeline
Parallel Advisors, LLC66,868$3.01M0.07%-415,01413F-HRTimeline
Accel Wealth Management64,237$2.89M1.05%+10,83113F-HRTimeline
IFP Advisors, Inc63,976$2.88M0.09%+18,42513F-HRTimeline
Tennessee Valley Asset Management Partn…63,896$2.88M0.47%+4,15613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.59,878$2.7M0.01%-17,37613F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP58,270$2.62M0.04%+18,79013F-HRTimeline
Hoese & Co LLP55,679$2.51M2.17%+1,40413F-HRTimeline
Trivium Point Advisory, LLC54,659$2.46M0.31%+24,60213F-HRTimeline
Advisory Services Network, LLC53,801$2.42M0.05%+8,80713F-HRTimeline
FreeGulliver LLC52,343$2.36M1.19%+1,25713F-HRTimeline
Steward Partners Investment Advisory, L…50,491$2.27M0.02%+9,43713F-HRTimeline
Atria Investments, Inc46,953$2.11M0.03%+14,47013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC45,778$2.06M0.09%+22,33113F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC45,899$2.06M0.17%+3,12113F-HRTimeline
Altus Wealth Management, LLC43,898$1.98M0.93%+2,12013F-HRTimeline
Dynasty Wealth Management, LLC43,617$1.96M0.03%+7,10113F-HRTimeline
Patton Albertson Miller Group, LLC42,279$1.9M0.28%+9,52313F-HR/ATimeline
SWMG, LLC41,617$1.86M0.74%+13,50913F-HRTimeline
Fermata Advisors, LLC38,911$1.75M0.32%+21,68813F-HRTimeline
Prime Capital Investment Advisors, LLC37,048$1.67M0.02%+1,86213F-HRTimeline
Farther Finance Advisors, LLC37,040$1.66M0.04%+13,11213F-HRTimeline
Shared Vision Wealth Group LLC35,263$1.59M0.87%+2,22613F-HRTimeline
NorthRock Partners, LLC33,484$1.51M0.05%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED32,925$1.48M0.14%+4,49713F-HR/ATimeline
FLOW TRADERS U.S. LLC31,429$1.42M0.06%-4,33613F-HRTimeline
HB Wealth Management, LLC30,204$1.36M0.01%new13F-HRTimeline
Convergence Financial, LLC28,725$1.29M0.25%-63413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV28,381$1.28M<0.01%-297,47113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,140$1.27M<0.01%-573,87013F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC26,766$1.2M0.61%+4,38113F-HRTimeline
Keystone Wealth Services, LLC25,331$1.14M0.31%+1813F-HRTimeline
Wealth Management Associates, Inc.24,133$1.09M0.47%+1,62813F-HRTimeline
Sigma Planning Corp22,689$1.02M0.03%-11,27413F-HRTimeline
RFG Advisory, LLC22,208$1000K0.03%+9,49713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC22,089$994K0.03%+3,66413F-HRTimeline
MA Private Wealth21,228$955K0.18%-57413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,853$894K0.02%-2313F-HRTimelineGroup
Two West Capital Advisors LLC20,101$877K0.73%+3,87013F-HRTimeline
Sovran Advisors, LLC19,441$861K0.11%+2,86013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC19,039$857K<0.01%-70113F-HRTimelineGroup
IHT Wealth Management, LLC18,132$816K0.03%-90,31813F-HRTimeline
NewEdge Advisors, LLC17,307$779K<0.01%-5,63413F-HRTimeline
Able Wealth Management LLC16,649$749K0.44%+11,67313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…15,888$715K<0.01%+5,78113F-HRTimelineGroup
Centerpoint Advisory Group15,852$713K0.7%-18413F-HRTimeline
Lion Street Advisors, LLC15,802$711K0.23%+18013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC15,750$709K0.03%+3,85013F-HRTimeline
Tidemark, LLC15,386$693K0.25%-30,35113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/15,154$682K<0.01%+1,22813F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.13,951$628K0.48%+20813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,818$622K<0.01%+50813F-HRTimelineGroup
Advus Financial Partners, LLC13,558$610K0.26%-11,86813F-HR/ATimeline
Vertex Planning Partners, LLC13,171$593K0.13%+3,08913F-HRTimeline
Cyndeo Wealth Partners, LLC13,168$593K0.04%+1,69913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC12,013$541K0.01%+1,84913F-HRTimeline
SteelPeak Wealth, LLC11,800$531K0.02%+3,37013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,713$527K0.04%-4,66313F-HRTimeline
GeoWealth Management, LLC10,614$478K0.02%+10,61313F-HRTimeline
GC Wealth Management RIA, LLC10,614$478K0.09%new13F-HRTimeline
Snowden Capital Advisors LLC9,948$448K0.01%+1,49913F-HRTimeline
ADE, LLC9,311$419K0.24%+73013F-HRTimeline
Argyle Capital Partners, LLC9,233$416K0.36%013F-HRTimeline
Investment Advisory Group, LLC7,644$344K0.12%013F-HRTimeline
Copperleaf Capital, LLC7,343$331K0.2%-15,66413F-HRTimeline
Spectrum Wealth Counsel, LLC7,255$327K0.04%+1,48413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,189$324K<0.01%-38513F-HR/ATimelineGroup
First Horizon Advisors, Inc.7,132$321K0.01%+1,21613F-HRTimeline
New England Private Wealth Advisors LLC6,566$296K0.05%+5413F-HRTimeline
DecisionMap Wealth Management, LLC6,522$294K0.22%+1,11713F-HRTimeline
Caitlin John, LLC6,299$284K0.28%013F-HRTimeline
Certus Wealth Management, LLC6,011$267K0.18%+93313F-HRTimeline
Buffington Mohr McNeal5,875$264K0.05%-30,62513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,853$263K<0.01%-5,32213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,738$258K<0.01%+1,36313F-HRTimelineGroup
SPIRIT OF AMERICA MANAGEMENT CORP/NY5,532$249K0.05%-3113F-HRTimeline
Mariner, LLCin group Mariner, LLC5,466$246K<0.01%-2,44713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.5,289$238K<0.01%+12713F-HRTimeline
IFG Advisory, LLC5,108$230K0.01%+55113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,880$220K0.01%-1,29513F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC4,805$216K0.08%013F-HRTimeline
Compound Planning, Inc.4,795$216K0.01%new13F-HRTimeline
World Investment Advisors4,455$201K0.01%-14,61413F-HRTimeline
COMERICA BANK4,004$180K<0.01%-10813F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC3,836$173K0.15%+21313F-HRTimeline
Icon Wealth Advisors, LLC3,785$170K0.01%+35013F-HRTimeline
AMERIFLEX GROUP, INC.3,244$146K0.06%+36413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,919$129K<0.01%013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC2,748$124K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,901$86K<0.01%+16813F-HRTimelineGroup
Glass Jacobson Investment Advisors llc1,730$76.7K0.03%013F-HRTimeline
Midwest Capital Advisors, LLC1,675$75.4K0.05%-76013F-HRTimeline
AE Wealth Management LLC952$42.8K<0.01%-17013F-HRTimeline
Wilmington Savings Fund Society, FSB725$32.6K<0.01%+15513F-HRTimeline
Rossby Financial, LCC728$32.5K0.01%new13F-HRTimeline
REAP Financial Group, LLC687$30.9K0.01%013F-HRTimeline
AdvisorNet Financial, Inc553$24.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA486$21.9K<0.01%-7413F-HRTimeline
Continuum Advisory, LLC335$15.1K<0.01%-12713F-HRTimeline
GPS Wealth Strategies Group, LLC300$13.5K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN298$13.4K<0.01%-1,87913F-HRTimelineGroup
Beacon Capital Management, LLC245$11K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC188$8.46K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC188$8.46K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.172$7.74K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC128$5.78K<0.01%+9013F-HRTimelineGroup
Capital Investment Advisory Services, L…124$5.6K<0.01%+113F-HRTimeline
North Capital, Inc.101$4.53K<0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC68$3.06K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.60$2.7K<0.01%+113F-HRTimeline
Cornerstone Planning Group LLC3$128<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,07013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.