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Disclosery

IGEB ISHARES TR

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INVESTMENT GRADE (fund)

180 managers (181 13F filers) reported a position in IGEB shares at 2025-09-30, 27,035,566 shares in all. 20 filers opened a position and 16 filers sold out during the quarter.

Managers
180
13F filers
181
New
20
Added
107
Reduced
45
Sold out
16
Shares held by filers
27,035,566

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding3,536,058$163M+232,467Timeline
LPL Financial LLC2,288,778$105M0.03%+272,60913F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…1,621,932$74.7M0.27%013F-HRTimelineGroup
Betterment LLC1,213,586$55.9M0.11%+526,25413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,169,657$53.9M<0.01%+37,65013F-HR/ATimelineGroup
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.1,085,864$50M2.06%+170,11613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC893,077$40.5M0.01%-103,26913F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.845,181$38.9M1.41%+50,56213F-HRTimeline
CWM, LLCin group CWM, LLC786,978$36.2M0.11%+3,20013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC750,669$34.6M0.09%+3,75013F-HRTimeline
OneDigital Investment Advisors LLC733,484$33.8M0.35%+1,87613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.615,964$28.4M<0.01%+19,95813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY590,666$27.2M<0.01%+34,57413F-HR/ATimelineGroup
Ameliora Wealth Management Ltd.542,557$25M8.32%-5,84413F-HRTimeline
Janney Montgomery Scott LLC519,316$23.9M0.06%+11,21613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA511,310$23.5M<0.01%+20,38513F-HRTimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC506,071$23.3M5.35%+10,91213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC472,927$21.8M0.34%-46,27413F-HRTimeline
Cambridge Investment Research Advisors,…466,925$21.5M0.06%+23,96813F-HRTimeline
Cetera Investment Advisers450,061$20.7M0.02%+206,18913F-HRTimeline
UBS Group AGin group UBS Group AG434,389$20M<0.01%+97,65013F-HRTimelineGroup
Merit Financial Group, LLC386,837$17.8M0.16%+138,02613F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…318,592$14.7M0.11%-12,61413F-HRTimelineGroup
Private Advisor Group, LLC285,818$13.2M0.06%+51,66013F-HRTimeline
McGlone Suttner Wealth Management, Inc.277,897$12.8M1.79%+5,29213F-HRTimeline
DORVAL Corp272,632$12.6M4.16%+41,57113F-HRTimeline
Geneos Wealth Management Inc.257,207$11.8M0.3%+3,98013F-HRTimeline
Systelligence, LLC220,081$10.1M1.92%+79,58513F-HRTimeline
BlueStem Wealth Partners, LLC202,155$9.31M1.07%+31,15113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO199,182$9.17M<0.01%-118,22013F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp199,151$9.17M<0.01%+15,14413F-HRTimelineGroup
NorthRock Partners, LLC172,190$7.93M0.14%+165,74913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC168,014$7.74M0.07%-2,49013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC165,748$7.63M0.01%-71,16413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC161,830$7.45M0.06%+13,49213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC158,165$7.28M0.02%+1,07013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP147,629$6.8M0.01%+2,39213F-HRTimelineGroup
CPA Asset Management Group, LLC145,364$6.69M2.58%+15,39113F-HRTimeline
Breakwater Capital Group131,582$6.06M0.89%+36,84513F-HRTimeline
IFP Advisors, Inc109,561$5.04M0.13%+5013F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.108,102$4.96M0.01%+21,75413F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …107,108$4.89M0.16%+102,14113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC102,171$4.7M<0.01%-11,59213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.98,301$4.53M0.1%+12013F-HRTimeline
Keystone Wealth Services, LLC83,760$3.86M0.84%+58,42313F-HRTimeline
Dynasty Wealth Management, LLC78,255$3.6M0.05%+35,74113F-HRTimeline
Hoese & Co LLP75,609$3.48M2.66%+16,09013F-HRTimeline
Trivium Point Advisory, LLC74,842$3.45M0.35%+14,64713F-HRTimeline
ORG Partners LLC73,099$3.36M0.61%+16013F-HRTimeline
Kelly Financial Services LLC72,768$3.35M0.87%+13,17313F-HRTimeline
Accel Wealth Management72,720$3.35M0.97%+5,58213F-HRTimeline
Lunt Capital Management, Inc.71,961$3.31M1.27%-3,30013F-HRTimeline
Steward Partners Investment Advisory, L…71,405$3.29M0.02%+11,13313F-HRTimeline
Tennessee Valley Asset Management Partn…67,359$3.1M0.42%new13F-HRTimeline
Fermata Advisors, LLC65,486$3.02M0.76%+21,36913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP59,670$2.75M0.04%+5013F-HRTimeline
FreeGulliver LLC59,132$2.72M1.22%+5,74513F-HRTimeline
Shared Vision Wealth Group LLC52,743$2.45M1.04%-1,37613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC50,415$2.32M0.08%+3,60213F-HRTimelineGroup
Advisory Services Network, LLC49,646$2.29M0.03%-3,82113F-HRTimeline
Altus Wealth Management, LLC44,264$2.04M0.9%+87513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…43,468$2M<0.01%+5,96913F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.43,400$2M0.04%-44,52613F-HRTimeline
Atria Investments, Inc42,415$1.95M0.02%-6,21113F-HRTimeline
JB Capital LLC40,998$1.89M0.08%+8,03813F-HRTimeline
Sovran Advisors, LLC39,831$1.84M0.16%+10,10513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC39,090$1.8M0.12%-36813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …37,377$1.72M0.1%+6,35713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC37,280$1.72M0.03%+9,81913F-HRTimeline
SWMG, LLC34,950$1.62M0.49%-7,61313F-HRTimeline
Prime Capital Investment Advisors, LLC34,201$1.57M0.02%-93313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…32,579$1.5M0.12%new13F-HRTimelineGroup
Farther Finance Advisors, LLC31,327$1.44M0.02%+1,62413F-HRTimeline
Convergence Financial, LLC30,859$1.42M0.21%+3,04913F-HRTimeline
Two West Capital Advisors LLC29,480$1.37M0.83%+6,58113F-HRTimeline
ShoreHaven Wealth Partners, LLC28,545$1.31M0.49%new13F-HRTimeline
MA Private Wealth27,139$1.25M0.21%+26513F-HRTimeline
Traveka Wealth, LLC27,074$1.25M0.56%new13F-HRTimeline
RFG Advisory, LLC26,909$1.24M0.03%+1,74513F-HRTimeline
Icon Wealth Advisors, LLC25,559$1.18M0.08%+19,84913F-HRTimeline
Wealth Management Associates, Inc.25,216$1.16M0.41%+58513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC24,293$1.12M0.03%+69013F-HRTimelineGroup
Patton Albertson Miller Group, LLC24,098$1.11M0.13%-1,13013F-HRTimeline
Sigma Planning Corp23,560$1.08M0.03%+1,96013F-HRTimeline
Composition Wealth, LLC23,103$1.06M0.02%-21913F-HRTimeline
HB Wealth Management, LLC22,114$1.02M0.01%-7,56213F-HRTimeline
Lion Street Advisors, LLC18,694$1.01M0.35%+3,69413F-HRTimeline
Tidemark, LLC21,503$990K0.29%+9,49713F-HRTimeline
FORTE ASSET MANAGEMENT LLC20,984$966K0.47%+13213F-HRTimeline
OLD MISSION CAPITAL LLC20,471$943K0.03%new13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC19,820$913K0.03%+3,95013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,806$912K<0.01%+25913F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,627$904K0.02%+25513F-HRTimelineGroup
Keebeck Wealth Management17,990$828K0.1%new13F-HRTimeline
NewEdge Advisors, LLC17,887$824K<0.01%+27813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV17,040$785K0.05%+2,14213F-HRTimeline
Orion Porfolio Solutions, LLC16,489$759K0.01%+6,10613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,902$732K<0.01%+1,15413F-HRTimelineGroup
Able Wealth Management LLC15,652$721K0.27%+2,71613F-HRTimeline
ADE, LLC15,526$715K0.36%+4,23213F-HRTimeline
Vertex Planning Partners, LLC15,204$700K0.13%+1,60313F-HRTimeline
Centerpoint Advisory Group15,096$695K0.54%-30113F-HRTimeline
Cyndeo Wealth Partners, LLC15,046$693K0.04%+39513F-HRTimeline
Parallel Advisors, LLC14,756$679K0.01%-32,79313F-HRTimeline
1620 INVESTMENT ADVISORS, INC.14,743$679K0.46%+313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,489$621K<0.01%-52,99113F-HRTimelineGroup
GeoWealth Management, LLC12,785$589K0.02%+1,02313F-HRTimeline
Invst, LLC12,676$584K0.07%+2,95513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,984$552K<0.01%-1,26513F-HRTimeline
GC Wealth Management RIA, LLC11,732$540K0.02%+2313F-HRTimeline
Ausdal Financial Partners, Inc.11,687$538K0.03%+39913F-HRTimeline
SteelPeak Wealth, LLC11,604$534K0.02%-79713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,752$495K0.01%+6513F-HRTimeline
High Falls Advisors, Inc10,467$482K0.1%+66113F-HRTimeline
Integrated Wealth Concepts LLC10,001$460K<0.01%-157,17213F-HRTimeline
World Investment Advisors9,690$446K0.01%+1,03013F-HRTimeline
Snowden Capital Advisors LLC9,436$434K0.01%+8413F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.9,395$433K0.55%new13F-HRTimeline
Argyle Capital Partners, LLC9,233$425K0.3%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC7,963$367K0.01%new13F-HRTimeline
West Wealth Group, LLC7,661$354K0.08%+35113F-HRTimeline
Investment Advisory Group, LLC7,644$352K0.1%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,579$349K<0.01%+1913F-HRTimelineGroup
Avantra Family Wealth, Inc.7,411$341K0.26%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,277$335K<0.01%-79,37913F-HRTimelineGroup
Riverbend Wealth Management, LLC7,195$331K0.23%+60813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN7,160$330K<0.01%-2,09013F-HRTimelineGroup
TWIN CITY PRIVATE WEALTH, LLC7,044$324K0.25%-1,10913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,856$316K<0.01%+1,44613F-HRTimelineGroup
New England Private Wealth Advisors LLC6,729$310K0.04%+5513F-HRTimeline
IFG Advisory, LLC6,677$307K0.01%+71013F-HRTimeline
IHT Wealth Management, LLC6,632$305K0.01%-3,96113F-HRTimeline
COMERICA BANK6,207$286K<0.01%+64513F-HRTimeline
Certus Wealth Management, LLC6,195$285K0.17%+19813F-HRTimeline
DecisionMap Wealth Management, LLC6,195$285K0.18%+3013F-HRTimeline
FLOW TRADERS U.S. LLC6,169$284K0.01%new13F-HRTimeline
Caitlin John, LLC5,996$276K0.19%-313F-HRTimeline
Integrated Advisors Network LLC5,742$264K0.01%-16413F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY5,579$257K0.05%+913F-HRTimeline
GEM Asset Management, LLC5,574$256K0.12%new13F-HRTimeline
SigFig Wealth Management, LLC5,391$248K0.01%-10313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,097$235K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC4,856$224K<0.01%-52213F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.4,645$214K0.01%-6013F-HRTimeline
Precision Wealth Strategies, LLC4,607$212K0.07%-45613F-HRTimeline
Sanctuary Advisors, LLC4,512$208K<0.01%new13F-HR/ATimeline
CFS Investment Advisory Services, LLC4,399$204K0.02%new13F-HRTimeline
Sequoia Financial Advisors, LLC4,345$200K<0.01%-10213F-HRTimeline
GoalVest Advisory LLC3,608$166K0.04%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,265$104K<0.01%-14213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,799$83K<0.01%+10413F-HRTimelineGroup
Global Retirement Partners, LLC1,733$79.8K<0.01%-12713F-HRTimeline
GPS Wealth Strategies Group, LLC1,342$61.8K0.01%+1,04213F-HRTimeline
Strategic Wealth Partners, Ltd.1,226$56.5K<0.01%+58513F-HRTimeline
AE Wealth Management LLC1,197$55.1K<0.01%+15513F-HRTimeline
FMR LLCin group FMR LLC968$44.6K<0.01%+89813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/911$42K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC903$41.5K0.01%+3513F-HRTimeline
CoreCap Advisors, LLC757$34.9K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC577$26.6K<0.01%+613F-HRTimeline
LANARK FINANCIAL, INC.542$25K<0.01%-5213F-HRTimeline
PRIVATE TRUST CO NA419$19.3K<0.01%013F-HRTimeline
LGT Financial Advisors LLC361$16.6K0.04%-1,39813F-HRTimeline
Abich Financial Wealth Management LLC309$14.2K0.01%13F-HRTimeline
AdvisorNet Financial, Inc209$9.62K<0.01%-34413F-HRTimeline
Aptus Capital Advisors, LLC188$8.66K<0.01%013F-HRTimeline
REAP Financial Group, LLC187$8.61K<0.01%-50013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC165$7.6K<0.01%+11313F-HRTimelineGroup
Capital Investment Advisory Services, L…128$5.87K<0.01%+213F-HRTimeline
North Capital, Inc.104$4.8K<0.01%+213F-HRTimeline
Cape Investment Advisory, Inc.97$4.47K<0.01%013F-HRTimeline
Kozak & Associates, Inc.87$3.97K<0.01%new13F-HRTimeline
Midwest Capital Advisors, LLC83$3.81K<0.01%-46113F-HRTimeline
Sunbelt Securities, Inc.61$2.83K<0.01%+213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…28$1.29K<0.01%-1,09513F-HRTimelineGroup
TD Waterhouse Canada Inc.14$644<0.01%-2,15313F-HRTimeline
Raleigh Capital Management Inc.13$604<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6$276<0.01%013F-HRTimelineGroup
MASECO LLP6$276<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC3$137<0.01%013F-HRTimeline