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Disclosery

IGEB ISHARES TR

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INVESTMENT GRADE (fund)

179 managers (180 13F filers) reported a position in IGEB shares at 2025-06-30, 25,085,361 shares in all. 31 filers opened a position and 7 filers sold out during the quarter.

Managers
179
13F filers
180
New
31
Added
83
Reduced
51
Sold out
7
Shares held by filers
25,085,361

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 holding3,303,591$150M+1,393,284Timeline
LPL Financial LLC2,016,169$91.6M0.03%+601,37413F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…1,621,932$73.7M0.29%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,132,007$51.4M<0.01%+530,52913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC996,346$45.3M0.01%+131,83913F-HRTimelineGroup
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.915,748$41.6M1.91%+28,89713F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.794,619$36.1M1.46%-336,43213F-HRTimeline
CWM, LLCin group CWM, LLC783,778$35.6M0.13%-9,91413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC746,919$33.9M0.1%+179,39413F-HRTimeline
OneDigital Investment Advisors LLC731,608$33.2M0.37%+107,07013F-HRTimeline
Betterment LLC687,332$31.2M0.07%+52,44113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.596,006$27.1M<0.01%+21,01813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY556,092$25.3M<0.01%+178,83813F-HRTimelineGroup
Ameliora Wealth Management Ltd.548,401$24.9M8.91%+26,84313F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC519,201$23.6M0.4%-92,17313F-HRTimeline
Janney Montgomery Scott LLC508,100$23.1M0.06%-9,60513F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC495,159$22.5M5.44%+6,54313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA490,925$22.3M<0.01%+19,40013F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…442,957$20.1M0.06%+28,43713F-HRTimeline
UBS Group AGin group UBS Group AG336,739$15.3M<0.01%+45,30113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…331,206$15M0.12%+25,41513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO317,402$14.4M<0.01%+101,47913F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.272,605$12.4M1.87%+10,31713F-HRTimeline
Geneos Wealth Management Inc.253,227$11.5M0.28%-176,73513F-HRTimeline
Merit Financial Group, LLC248,811$11.3M0.13%+56,67013F-HRTimeline
Cetera Investment Advisers243,872$11.1M0.02%+91,53913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC236,912$10.8M0.01%new13F-HRTimeline
Private Advisor Group, LLC234,158$10.6M0.06%+8,08613F-HRTimeline
DORVAL Corp231,061$10.5M3.76%+26,84513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp184,007$8.36M<0.01%+23,41313F-HRTimelineGroup
BlueStem Wealth Partners, LLC171,004$7.77M0.95%-104,07513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC170,504$7.75M0.1%-14,48713F-HRTimeline
Integrated Wealth Concepts LLC167,173$7.6M0.08%+33,01313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC157,095$7.14M0.02%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC148,338$6.74M0.06%+69,11413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP145,237$6.6M0.01%+10,26813F-HRTimelineGroup
Systelligence, LLC140,496$6.38M1.18%-16,48613F-HRTimeline
CPA Asset Management Group, LLC129,973$5.91M2.48%+10,51113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC127,589$5.8M0.01%+99,44913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC113,763$5.17M<0.01%-25,26613F-HRTimelineGroup
IFP Advisors, Inc109,511$4.98M0.14%+45,53513F-HRTimeline
HARBOUR INVESTMENTS, INC.98,181$4.46M0.11%+1,69313F-HRTimeline
Breakwater Capital Group94,737$4.3M0.7%+7,71913F-HRTimeline
Vestmark Advisory Solutions, Inc.87,926$4M0.06%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC86,656$3.94M<0.01%+79,46713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.86,348$3.92M0.01%+26,47013F-HR/ATimelineGroup
Lunt Capital Management, Inc.75,261$3.42M1.31%+1,90213F-HRTimeline
ORG Partners LLC72,939$3.31M0.71%+3,95613F-HRTimeline
Accel Wealth Management67,138$3.05M1.02%+2,90113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…66,480$3.02M<0.01%+60,62713F-HRTimelineGroup
Steward Partners Investment Advisory, L…60,272$2.74M0.02%+9,78113F-HRTimeline
Trivium Point Advisory, LLC60,195$2.74M0.3%+5,53613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP59,620$2.71M0.04%+1,35013F-HRTimeline
Kelly Financial Services LLC59,595$2.71M0.8%new13F-HRTimeline
Hoese & Co LLP59,519$2.7M2.18%+3,84013F-HRTimeline
Shared Vision Wealth Group LLC54,119$2.45M1.22%+18,85613F-HRTimeline
FreeGulliver LLC53,387$2.43M1.12%+1,04413F-HRTimeline
Advisory Services Network, LLC53,467$2.42M0.04%-33413F-HRTimeline
Atria Investments, Inc48,626$2.21M0.03%+1,67313F-HRTimeline
Parallel Advisors, LLC47,549$2.16M0.04%-19,31913F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC46,813$2.13M0.08%+1,03513F-HRTimelineGroup
Fermata Advisors, LLC44,117$2M0.54%+5,20613F-HRTimeline
Altus Wealth Management, LLC43,389$1.97M0.94%-50913F-HRTimeline
Dynasty Wealth Management, LLC42,514$1.93M0.03%-1,10313F-HRTimeline
SWMG, LLC42,563$1.92M0.65%+94613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC39,458$1.79M0.14%-6,44113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…37,499$1.7M<0.01%+21,61113F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC35,406$1.61M<0.01%-120,10213F-HRTimelineGroup
Prime Capital Investment Advisors, LLC35,134$1.6M0.02%-1,91413F-HRTimeline
JB Capital LLC32,960$1.5M0.07%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED32,594$1.48M0.12%-33113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …31,020$1.41M0.09%new13F-HR/ATimeline
Farther Finance Advisors, LLC29,703$1.35M0.03%-7,33713F-HRTimeline
HB Wealth Management, LLC29,676$1.35M0.01%-52813F-HRTimeline
Sovran Advisors, LLC29,726$1.34M0.14%+10,28513F-HRTimeline
Convergence Financial, LLC27,810$1.26M0.22%-91513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC27,461$1.25M0.03%+5,37213F-HRTimeline
MA Private Wealth26,874$1.22M0.22%+5,64613F-HRTimeline
Keystone Wealth Services, LLC25,337$1.15M0.28%+613F-HRTimeline
Patton Albertson Miller Group, LLC25,228$1.15M0.15%-17,05113F-HRTimeline
RFG Advisory, LLC25,164$1.14M0.03%+2,95613F-HRTimeline
Wealth Management Associates, Inc.24,631$1.12M0.44%+49813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,603$1.07M0.03%new13F-HRTimelineGroup
Composition Wealth, LLC23,322$1.06M0.02%new13F-HRTimeline
DOHJ, LLC23,453$1.04M0.3%-59,83013F-HRTimeline
Two West Capital Advisors LLC22,899$1.04M0.68%+2,79813F-HRTimeline
Sigma Planning Corp21,600$982K0.03%-1,08913F-HRTimeline
FORTE ASSET MANAGEMENT LLC20,852$948K0.48%-5,91413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,547$888K<0.01%+4,39313F-HR/ATimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,372$880K0.02%-48113F-HRTimelineGroup
NewEdge Advisors, LLC17,609$800K<0.01%+30213F-HRTimeline
EAGLE GLOBAL ADVISORS LLC15,870$721K0.03%+12013F-HRTimeline
Centerpoint Advisory Group15,397$700K0.61%-45513F-HRTimeline
Lion Street Advisors, LLC15,000$682K0.21%-80213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV14,898$677K0.05%+3,18513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,748$670K<0.01%+93013F-HRTimelineGroup
1620 INVESTMENT ADVISORS, INC.14,740$670K0.47%+78913F-HRTimeline
Cyndeo Wealth Partners, LLC14,651$666K0.04%+1,48313F-HRTimeline
Vertex Planning Partners, LLC13,601$618K0.13%+43013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,249$602K<0.01%-15,13213F-HRTimeline
Able Wealth Management LLC12,936$588K0.3%-3,71313F-HRTimeline
SteelPeak Wealth, LLC12,401$564K0.02%+60113F-HRTimeline
Tidemark, LLC12,006$546K0.18%-3,38013F-HRTimeline
GeoWealth Management, LLC11,762$534K0.02%+1,14813F-HRTimeline
GC Wealth Management RIA, LLC11,709$532K0.04%+1,09513F-HRTimeline
ADE, LLC11,294$513K0.27%+1,98313F-HRTimeline
Ausdal Financial Partners, Inc.11,288$513K0.03%new13F-HRTimeline
Atria Wealth Solutions, Inc.10,839$493K0.01%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,687$486K0.01%-1,32613F-HRTimeline
IHT Wealth Management, LLC10,593$481K0.01%-7,53913F-HRTimeline
Orion Porfolio Solutions, LLC10,383$472K<0.01%new13F-HR/ATimeline
First Horizon Advisors, Inc.9,856$448K0.01%+2,72413F-HRTimeline
High Falls Advisors, Inc9,806$446K0.1%new13F-HRTimeline
Invst, LLC9,721$442K0.06%new13F-HRTimeline
Snowden Capital Advisors LLC9,352$425K0.01%-59613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,250$420K<0.01%+8,95213F-HRTimelineGroup
Argyle Capital Partners, LLC9,233$420K0.35%013F-HRTimeline
World Investment Advisors8,660$394K0.01%+4,20513F-HRTimeline
Advus Financial Partners, LLC8,659$393K0.16%-4,89913F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC8,614$391K<0.01%-10,42513F-HRTimelineGroup
TWIN CITY PRIVATE WEALTH, LLC8,153$370K0.3%+4,31713F-HRTimeline
Investment Advisory Group, LLC7,644$347K0.11%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,560$344K<0.01%new13F-HRTimelineGroup
West Wealth Group, LLC7,310$333K0.08%new13F-HRTimeline
New England Private Wealth Advisors LLC6,674$303K0.04%+10813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,676$303K<0.01%+1,38713F-HRTimeline
Riverbend Wealth Management, LLC6,587$299K0.23%new13F-HRTimeline
NorthRock Partners, LLC6,441$293K0.01%-27,04313F-HR/ATimeline
DecisionMap Wealth Management, LLC6,165$280K0.19%-35713F-HRTimeline
Caitlin John, LLC5,999$273K0.25%-30013F-HRTimeline
Certus Wealth Management, LLC5,997$273K0.18%-1413F-HRTimeline
IFG Advisory, LLC5,967$271K0.01%+85913F-HRTimeline
Integrated Advisors Network LLC5,906$268K0.01%new13F-HRTimeline
Icon Wealth Advisors, LLC5,710$259K0.02%+1,92513F-HRTimeline
COMERICA BANK5,562$253K<0.01%+1,55813F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY5,570$252K0.05%+3813F-HRTimeline
SigFig Wealth Management, LLC5,494$249K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,410$246K<0.01%-32813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC5,378$244K<0.01%-8813F-HRTimelineGroup
Precision Wealth Strategies, LLC5,063$230K0.07%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …4,967$226K0.01%new13F-HRTimelineGroup
LIBERTY SQUARE WEALTH PARTNERS LLC4,805$218K0.08%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,705$214K0.01%-17513F-HRTimeline
Sequoia Financial Advisors, LLC4,447$202K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.3,285$149K0.08%+4113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,407$109K<0.01%-51213F-HRTimelineGroup
TD Waterhouse Canada Inc.2,167$98.5K<0.01%-114,35013F-HRTimeline
Global Retirement Partners, LLC1,860$84.5K<0.01%13F-HRTimeline
LGT Financial Advisors LLC1,759$79.9K0.2%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,695$77K<0.01%-20613F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,123$51K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC1,042$47.4K<0.01%+9013F-HRTimeline
Rossby Financial, LCC868$39.4K0.01%+14013F-HRTimeline
Wilmington Savings Fund Society, FSB725$32.9K<0.01%013F-HRTimeline
REAP Financial Group, LLC687$31.2K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.641$29.1K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.594$26K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC571$25.9K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc553$25.1K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC544$24.7K0.01%-1,13113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC510$23.2K<0.01%new13F-HR/ATimeline
PRIVATE TRUST CO NA419$19K<0.01%-6713F-HRTimeline
GPS Wealth Strategies Group, LLC300$13.6K<0.01%013F-HRTimeline
Beacon Capital Management, LLC245$11.1K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC188$8.54K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC188$8.54K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…126$5.73K<0.01%+213F-HRTimeline
North Capital, Inc.102$4.63K<0.01%+113F-HRTimeline
Cape Investment Advisory, Inc.97$4.41K<0.01%-7513F-HRTimeline
Key Financial Inc75$3.41K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC70$3.17K<0.01%-5813F-HRTimelineGroup
Sunbelt Securities, Inc.59$2.63K<0.01%-113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC52$2.36K<0.01%-1613F-HRTimelineGroup
Park Square Financial Group, LLC46$2.09K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP38$1.72K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\6$273<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC3$134<0.01%013F-HRTimeline
Kilter Group LLC1$45<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.