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Disclosery

IGEB ISHARES TR

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INVESTMENT GRADE (fund)

189 managers (191 13F filers) reported a position in IGEB shares at 2025-12-31, 28,642,845 shares in all. 19 filers opened a position and 15 filers sold out during the quarter.

Managers
189
13F filers
191
New
19
Added
105
Reduced
43
Sold out
15
Shares held by filers
28,642,845

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 holding3,445,716$157M-90,342Timeline
LPL Financial LLC2,422,630$111M0.03%+133,85213F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…1,921,932$87.8M0.32%+300,00013F-HRTimelineGroup
Betterment LLC1,436,034$65.6M0.12%+222,44813F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.1,141,537$52.1M2.09%+55,67313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,056,518$48.2M<0.01%-113,13913F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.890,865$40.7M1.4%+45,68413F-HRTimeline
MML INVESTORS SERVICES, LLC864,123$39.5M0.1%+113,45413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC824,921$37.7M0.01%-68,15613F-HRTimelineGroup
CWM, LLCin group CWM, LLC790,126$36.1M0.1%+3,14813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY786,559$35.9M<0.01%+195,89313F-HR/ATimelineGroup
OneDigital Investment Advisors LLC714,592$32.6M0.32%-18,89213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.589,285$26.9M<0.01%-26,67913F-HRTimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC578,964$26.4M5.87%+72,89313F-HRTimeline
Ameliora Wealth Management Ltd.569,177$26M7.92%+26,62013F-HRTimeline
Janney Montgomery Scott LLC546,055$24.9M0.06%+26,73913F-HRTimeline
Cambridge Investment Research Advisors,…530,242$24.2M0.06%+63,31713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA524,338$23.9M<0.01%+13,02813F-HRTimelineGroup
Cetera Investment Advisers505,292$23.1M0.03%+55,23113F-HRTimeline
UBS Group AGin group UBS Group AG465,845$21.3M<0.01%+31,45613F-HRTimelineGroup
Merit Financial Group, LLC464,633$21.2M0.17%+77,79613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC414,739$18.9M0.29%-58,18813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…324,714$14.8M0.09%+6,12213F-HRTimelineGroup
DORVAL Corp309,074$14.1M4.5%+36,44213F-HRTimeline
Private Advisor Group, LLC302,083$13.8M0.06%+16,26513F-HRTimeline
McGlone Suttner Wealth Management, Inc.292,607$13.4M1.8%+14,71013F-HRTimeline
Geneos Wealth Management Inc.265,826$12.1M0.3%+8,61913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO247,270$11.3M<0.01%+48,08813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp216,873$9.9M<0.01%+17,72213F-HRTimelineGroup
NorthRock Partners, LLC193,093$8.82M0.15%+20,90313F-HRTimeline
BlueStem Wealth Partners, LLC185,241$8.46M0.93%-16,91413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC175,946$8.03M0.07%+7,93213F-HRTimeline
Breakwater Capital Group173,670$7.93M1.11%+42,08813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC172,660$7.88M0.01%+6,91213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC171,328$7.82M0.07%+9,49813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC161,317$7.37M0.02%+3,15213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP160,757$7.34M0.01%+13,12813F-HRTimelineGroup
CPA Asset Management Group, LLC149,531$6.83M2.4%+4,16713F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding124,992$5.71M+17,884Timeline
Hoese & Co LLP110,996$5.07M3.61%+35,38713F-HRTimeline
HARBOUR INVESTMENTS, INC.105,135$4.8M0.1%+6,83413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC96,928$4.43M<0.01%-5,24313F-HRTimelineGroup
IFP Advisors, Inc95,386$4.36M0.1%-14,17513F-HRTimeline
Systelligence, LLC93,010$4.25M0.81%-127,07113F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP88,075$4.02M0.05%+28,40513F-HRTimeline
Dynasty Wealth Management, LLC88,060$4.02M0.04%+9,80513F-HRTimeline
Kelly Financial Services LLC86,851$3.97M0.99%+14,08313F-HRTimeline
Keystone Wealth Services, LLC86,268$3.94M0.83%+2,50813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.83,043$3.79M0.01%-25,05913F-HRTimelineGroup
Daybright Advisory Services, Inc.78,466$3.58M0.96%13F-HRTimeline
Accel Wealth Management76,230$3.48M0.95%+3,51013F-HRTimeline
ORG Partners LLC72,962$3.33M0.59%-13713F-HRTimeline
Trivium Point Advisory, LLC72,793$3.32M0.33%-2,04913F-HRTimeline
Tennessee Valley Asset Management Partn…70,818$3.23M0.42%+3,45913F-HRTimeline
Fermata Advisors, LLC67,676$3.09M0.74%+2,19013F-HRTimeline
Altus Wealth Management, LLC66,936$3.06M1.32%+22,67213F-HRTimeline
Lunt Capital Management, Inc.66,824$3.05M1.14%-5,13713F-HRTimeline
Steward Partners Investment Advisory, L…62,177$2.84M0.02%-9,22813F-HRTimeline
Shared Vision Wealth Group LLC59,052$2.71M1.1%+6,30913F-HRTimeline
FreeGulliver LLC55,065$2.51M1.12%-4,06713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC52,389$2.39M0.08%+1,97413F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …49,471$2.26M0.14%+12,09413F-HRTimeline
Advisory Services Network, LLC48,180$2.2M0.03%-1,46613F-HRTimeline
Traveka Wealth, LLC47,728$2.18M0.89%+20,65413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…47,683$2.18M<0.01%+4,21513F-HR/ATimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC47,509$2.17M0.13%+8,41913F-HRTimeline
JB Capital LLC47,123$2.15M0.09%+6,12513F-HRTimeline
EAGLE GLOBAL ADVISORS LLC47,030$2.15M0.08%+27,21013F-HRTimeline
Vestmark Advisory Solutions, Inc.43,529$1.99M0.03%+12913F-HRTimeline
Farther Finance Advisors, LLC42,421$1.94M0.02%+11,09413F-HRTimeline
Atria Investments, Inc42,365$1.93M0.02%-5013F-HRTimeline
Sovran Advisors, LLC41,887$1.92M0.16%+2,05613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…39,340$1.8M0.15%+6,76113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,812$1.73M<0.01%new13F-HRTimelineGroup
SWMG, LLC35,780$1.64M0.45%+83013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…33,316$1.52M<0.01%+19,82713F-HRTimelineGroup
Two West Capital Advisors LLC33,139$1.51M0.88%+3,65913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC32,955$1.5M0.03%-4,32513F-HRTimeline
Prime Capital Investment Advisors, LLC32,243$1.47M0.02%-1,95813F-HRTimeline
Convergence Financial, LLC31,243$1.43M0.21%+38413F-HRTimeline
ShoreHaven Wealth Partners, LLC29,995$1.37M0.49%+1,45013F-HRTimeline
RFG Advisory, LLC27,891$1.27M0.02%+98213F-HRTimeline
Keebeck Wealth Management27,221$1.24M0.14%+9,23113F-HRTimeline
Wealth Management Associates, Inc.26,390$1.2M0.42%+1,17413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV26,010$1.19M0.06%+8,97013F-HRTimeline
Paller Financial Services Inc24,655$1.13M0.9%13F-HRTimeline
Tidemark, LLC24,196$1.1M0.31%+2,69313F-HRTimeline
Icon Wealth Advisors, LLC24,050$1.1M0.07%-1,50913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,458$1.07M0.03%-83513F-HRTimelineGroup
Composition Wealth, LLC22,792$1.04M0.01%-31113F-HRTimeline
NewEdge Advisors, LLC22,389$1.02M<0.01%+4,50213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/22,284$1.02M<0.01%+2,47813F-HRTimelineGroup
HB Wealth Management, LLC22,064$1.01M0.01%-5013F-HRTimeline
FORTE ASSET MANAGEMENT LLC21,597$986K0.45%+61313F-HRTimeline
Sigma Planning Corp21,157$966K0.03%-2,40313F-HRTimeline
MA Private Wealth21,063$962K0.16%-6,07613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC20,705$945K0.02%+1,07813F-HRTimelineGroup
Cadia Private Client LLC20,608$941K0.75%13F-HRTimeline
Patton Albertson Miller Group, LLC20,186$922K0.11%-3,91213F-HRTimeline
Orion Porfolio Solutions, LLC17,699$808K0.01%+1,21013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,659$806K<0.01%+1,75713F-HRTimelineGroup
JT Stratford LLC17,621$805K0.1%new13F-HRTimeline
ADE, LLC17,446$797K0.39%+1,92013F-HRTimeline
Cyndeo Wealth Partners, LLC16,212$740K0.04%+1,16613F-HRTimeline
World Investment Advisors16,122$736K0.01%+6,43213F-HR/ATimeline
Vertex Planning Partners, LLC16,024$732K0.17%+82013F-HRTimeline
Invst, LLC15,920$727K0.08%+3,24413F-HRTimeline
Able Wealth Management LLC15,766$720K0.23%+11413F-HRTimeline
SteelPeak Wealth, LLC15,557$710K0.02%+3,95313F-HRTimeline
1620 INVESTMENT ADVISORS, INC.14,448$660K0.44%-29513F-HRTimeline
GeoWealth Management, LLC13,920$636K0.02%+1,13513F-HRTimeline
Centerpoint Advisory Group13,465$615K0.47%-1,63113F-HRTimeline
INTEGRITY ALLIANCE, LLC.12,675$579K0.02%new13F-HRTimeline
Parallel Advisors, LLC12,429$568K0.01%-2,32713F-HRTimeline
GC Wealth Management RIA, LLC12,154$555K0.02%+42213F-HRTimeline
Ausdal Financial Partners, Inc.11,697$534K0.02%+1013F-HRTimeline
High Falls Advisors, Inc11,242$513K0.1%+77513F-HRTimeline
Sharkey, Howes & Javer10,968$501K0.06%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,752$491K0.01%013F-HR/ATimeline
Riverbend Wealth Management, LLC10,661$487K0.31%+3,46613F-HRTimeline
Vision Retirement, LLC10,056$459K0.12%13F-HRTimeline
OpenArc Corporate Advisory, LLC9,491$433K0.01%13F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.9,402$429K0.82%+713F-HRTimeline
Argyle Capital Partners, LLC9,233$422K0.31%013F-HRTimeline
Snowden Capital Advisors LLC9,112$416K0.01%-32413F-HRTimeline
TSG Advice Partners, LLC8,442$385K0.06%13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC8,231$376K0.04%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,208$375K<0.01%+1,35213F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC8,082$369K0.01%+11913F-HRTimeline
Avantra Family Wealth, Inc.7,745$354K0.26%+33413F-HRTimeline
Investment Advisory Group, LLC7,644$349K0.09%013F-HRTimeline
West Wealth Group, LLC7,635$349K0.07%-2613F-HRTimeline
WEDBUSH SECURITIES INC7,590$347K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,579$346K<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV7,514$343K<0.01%-4,47013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,277$332K<0.01%013F-HR/ATimelineGroup
GEM Asset Management, LLC7,113$325K0.14%+1,53913F-HRTimeline
Strategic Blueprint, LLC7,086$324K0.02%new13F-HRTimeline
New England Private Wealth Advisors LLC6,843$312K0.04%+11413F-HR/ATimeline
IFG Advisory, LLC6,815$311K0.01%+13813F-HRTimeline
COMERICA BANK6,660$304K<0.01%+45313F-HRTimeline
Stronghold Wealth Management L.L.C.6,451$295K0.44%13F-HRTimeline
DecisionMap Wealth Management, LLC6,283$287K0.18%+8813F-HRTimeline
Triad Wealth Partners, LLC6,112$279K0.03%new13F-HRTimeline
Caitlin John, LLC5,883$269K0.18%-11313F-HRTimeline
SigFig Wealth Management, LLC5,456$249K0.01%+6513F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC5,184$237K0.18%-1,86013F-HRTimeline
Sanctuary Advisors, LLC5,099$233K<0.01%+58713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,097$233K0.01%013F-HRTimeline
IHT Wealth Management, LLC5,089$232K0.01%-1,54313F-HRTimeline
Mariner, LLCin group Mariner, LLC4,933$225K<0.01%+7713F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.4,645$212K0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC4,478$204K<0.01%+13313F-HRTimeline
Warwick Investment Management, Inc.4,421$202K0.03%new13F-HRTimeline
Mutual Advisors, LLC4,391$200K<0.01%new13F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY3,242$148K0.03%-2,33713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,366$108K0.01%new13F-HRTimeline
Global Retirement Partners, LLC2,218$101K<0.01%+48513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,040$93.1K<0.01%-5,12013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,715$78K<0.01%-8413F-HR/ATimelineGroup
Commonwealth Retirement Investments LLC1,690$77.2K0.02%new13F-HRTimeline
Strategic Wealth Partners, Ltd.1,226$56K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,202$54.9K<0.01%+23413F-HRTimelineGroup
PRIVATE TRUST CO NA1,126$51.4K<0.01%+70713F-HRTimeline
Signature Equity Partners, LLC1,081$49.4K0.03%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\925$42.2K<0.01%+91913F-HRTimelineGroup
AE Wealth Management LLC876$40K<0.01%-32113F-HRTimeline
CoreCap Advisors, LLC764$34.9K<0.01%+713F-HRTimeline
Rossby Financial, LCC764$34.9K0.01%-13913F-HRTimeline
Allworth Financial LP635$29K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC620$28.3K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC587$26.8K<0.01%+1013F-HRTimeline
LANARK FINANCIAL, INC.499$22.8K<0.01%-4313F-HRTimeline
Raleigh Capital Management Inc.390$17.8K0.01%+37713F-HRTimeline
AdvisorNet Financial, Inc209$9.54K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC188$8.58K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.188$8.58K0.01%new13F-HRTimeline
REAP Financial Group, LLC187$8.54K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…130$5.92K<0.01%+213F-HRTimeline
SYM FINANCIAL Corp112$5.11K<0.01%new13F-HRTimeline
Fairway Wealth LLC110$5.02K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.97$4.43K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…71$3.24K<0.01%new13F-HR/ATimelineGroup
Sunbelt Securities, Inc.62$2.85K<0.01%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC44$2.01K<0.01%-12113F-HRTimelineGroup
Key Capital Management, INC31$1.42K<0.01%13F-HRTimeline
TD Waterhouse Canada Inc.14$639<0.01%013F-HRTimeline
MASECO LLP6$274<0.01%013F-HRTimeline
Cornerstone Planning Group LLC3$138<0.01%013F-HRTimeline