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Disclosery

IGEB ISHARES TR

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INVESTMENT GRADE (fund)

178 managers (180 13F filers) reported a position in IGEB shares at 2026-03-31, 26,875,299 shares in all. 23 filers opened a position and 31 filers sold out during the quarter.

Managers
178
13F filers
180
New
23
Added
72
Reduced
72
Sold out
31
Shares held by filers
26,875,299

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 holding3,387,706$153M-58,010Timeline
LPL Financial LLC2,180,489$98.3M0.03%-242,14113F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…1,921,932$86.6M0.33%013F-HRTimelineGroup
Betterment LLC1,529,358$68.9M0.13%+93,32413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,189,465$53.6M<0.01%+132,94713F-HRTimelineGroup
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.1,179,255$53.1M2.13%+37,71813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,074,882$48.4M<0.01%+288,32313F-HRTimelineGroup
CWM, LLCin group CWM, LLC791,337$35.7M0.09%+1,21113F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.782,966$35.3M1.19%-107,89913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.729,956$33.3M0.21%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.735,734$33.2M<0.01%+146,44913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC664,445$30M0.01%-160,47613F-HR/ATimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC612,366$27.6M6.09%+33,40213F-HRTimeline
OneDigital Investment Advisors LLC590,579$26.6M0.26%-124,01313F-HRTimeline
MML INVESTORS SERVICES, LLC557,260$25.1M0.07%-306,86313F-HRTimeline
Merit Financial Group, LLC525,643$23.7M0.18%+61,01013F-HRTimeline
Cetera Investment Advisers486,928$21.9M0.02%-18,36413F-HRTimeline
Ameliora Wealth Management Ltd.424,623$19.1M6.1%-144,55413F-HRTimeline
Cambridge Investment Research Advisors,…414,272$18.7M0.05%-115,97013F-HRTimeline
UBS Group AGgroup of 2 filers holding406,117$18.3M-59,728Timeline
DORVAL Corp399,159$18M5.58%+90,08513F-HRTimeline
Private Advisor Group, LLC341,493$15.4M0.07%+39,41013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC327,825$14.8M0.22%-86,91413F-HRTimeline
BlueStem Wealth Partners, LLC270,984$12.2M1.36%+85,74313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…265,023$11.9M0.07%-59,69113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO226,061$10.1M<0.01%-21,20913F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC191,805$8.64M0.01%+19,14513F-HRTimeline
Breakwater Capital Group176,984$7.97M1.07%+3,31413F-HRTimeline
NorthRock Partners, LLC175,208$7.89M0.13%-17,88513F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC175,037$7.89M0.06%-90913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC164,167$7.4M0.02%+2,85013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP163,276$7.36M0.01%+2,51913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC133,267$6M0.05%-38,06113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC131,012$5.9M<0.01%new13F-HRTimelineGroup
CPA Asset Management Group, LLC128,160$5.77M1.94%-21,37113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding125,548$5.65M+556Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…120,938$5.45M0.01%+87,62213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.115,578$5.21M0.08%+10,44313F-HRTimeline
Hoese & Co LLP108,824$4.9M3.64%-2,17213F-HRTimeline
Kelly Financial Services LLC90,342$4.08M0.99%+3,49113F-HRTimeline
Accel Wealth Management89,157$4.02M1.05%+12,92713F-HRTimeline
Keystone Wealth Services, LLC86,604$3.9M0.83%+33613F-HRTimeline
Daybright Advisory Services, Inc.83,650$3.77M1.04%+5,18413F-HRTimeline
IFP Advisors, Inc81,267$3.66M0.08%-14,11913F-HRTimeline
Lunt Capital Management, Inc.77,873$3.51M1.35%+11,04913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC72,949$3.29M<0.01%-23,97913F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC71,198$3.21M0.07%new13F-HR/ATimeline
Altus Wealth Management, LLC69,944$3.15M1.4%+3,00813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.67,304$3.03M<0.01%-15,73913F-HRTimelineGroup
LARCH CAPITAL PARTNERS LLC63,720$2.87M0.42%new13F-HRTimeline
EFG International AGin group EFG International AG63,323$2.85M0.06%new13F-HRTimelineGroup
Fermata Advisors, LLC59,642$2.69M0.61%-8,03413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …57,584$2.59M0.15%+8,11313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp56,138$2.53M<0.01%-160,73513F-HRTimelineGroup
JB Capital LLC55,842$2.52M0.1%+8,71913F-HRTimeline
FreeGulliver LLC55,274$2.49M1.05%+20913F-HRTimeline
Steward Partners Investment Advisory, L…53,163$2.4M0.01%-9,01413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC51,431$2.33M0.13%+3,92213F-HR/ATimeline
Shared Vision Wealth Group LLC47,666$2.15M0.88%-11,38613F-HRTimeline
EAGLE GLOBAL ADVISORS LLC46,030$2.07M0.07%-1,00013F-HRTimeline
Vestmark Advisory Solutions, Inc.44,455$2M0.02%+92613F-HRTimeline
Advisory Services Network, LLC44,253$1.99M0.03%-3,92713F-HRTimeline
Dynasty Wealth Management, LLC40,593$1.83M0.02%-47,46713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…40,370$1.82M<0.01%-7,31313F-HRTimelineGroup
Geneos Wealth Management Inc.36,636$1.65M0.04%-229,19013F-HRTimeline
Farther Finance Advisors, LLC36,731$1.65M0.02%-5,69013F-HRTimeline
Sigma Planning Corp36,469$1.64M0.05%+15,31213F-HRTimeline
Two West Capital Advisors LLC34,553$1.56M0.82%+1,41413F-HRTimeline
Prime Capital Investment Advisors, LLC32,956$1.48M0.02%+71313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,536$1.47M<0.01%-5,27613F-HRTimelineGroup
Janney Montgomery Scott LLC32,295$1.46M<0.01%-513,76013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,631$1.43M<0.01%-492,70713F-HRTimelineGroup
Convergence Financial, LLC31,575$1.42M0.15%+33213F-HRTimeline
McGlone Suttner Wealth Management, Inc.31,423$1.42M0.19%-261,18413F-HRTimeline
RFG Advisory, LLC30,332$1.37M0.03%+2,44113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC30,199$1.36M0.02%-2,75613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV30,066$1.35M0.07%+4,05613F-HRTimeline
Wealth Management Associates, Inc.27,045$1.22M0.42%+65513F-HRTimeline
Keebeck Wealth Management26,965$1.22M0.14%-25613F-HRTimeline
ShoreHaven Wealth Partners, LLC26,708$1.2M0.43%-3,28713F-HRTimeline
Helium Advisors LLC26,123$1.18M1.12%new13F-HRTimeline
Tidemark, LLC25,700$1.16M0.29%+1,50413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…25,068$1.13M0.1%-14,27213F-HRTimelineGroup
World Investment Advisors24,493$1.1M0.02%+8,37113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/24,240$1.09M<0.01%+1,95613F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,923$1.08M0.03%+46513F-HRTimelineGroup
NewEdge Advisors, LLC23,419$1.06M<0.01%+1,03013F-HR/ATimeline
FORTE ASSET MANAGEMENT LLC23,097$1.04M0.46%+1,50013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,546$971K0.02%+84113F-HRTimelineGroup
Paller Financial Services Inc21,475$968K0.8%-3,18013F-HRTimeline
HB Wealth Management, LLC21,364$963K0.01%-70013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC20,477$923K<0.01%+2,81813F-HRTimelineGroup
Icon Wealth Advisors, LLC20,473$922K0.06%-3,57713F-HRTimeline
Patton Albertson Miller Group, LLC19,343$872K0.1%-84313F-HRTimeline
Cadia Private Client LLC18,748$845K0.69%-1,86013F-HRTimeline
SteelPeak Wealth, LLC17,426$785K0.02%+1,86913F-HRTimeline
Invst, LLC15,844$714K0.08%-7613F-HRTimeline
ADE, LLC15,634$704K0.34%-1,81213F-HRTimeline
Orion Porfolio Solutions, LLC15,114$681K0.01%-2,58513F-HRTimeline
1620 INVESTMENT ADVISORS, INC.15,109$681K0.46%+66113F-HRTimeline
GeoWealth Management, LLC15,070$679K0.02%+1,15013F-HRTimeline
Madson Wealth Advisors Inc14,658$660K0.55%13F-HRTimeline
Sovran Advisors, LLC14,247$643K0.05%-27,64013F-HRTimeline
GC Wealth Management RIA, LLC13,516$609K0.03%+1,36213F-HRTimeline
HighTower Advisors, LLC12,593$568K<0.01%new13F-HRTimeline
Ausdal Financial Partners, Inc.12,533$565K0.03%+83613F-HRTimeline
Parallel Advisors, LLC11,752$530K0.01%-67713F-HR/ATimeline
Riverbend Wealth Management, LLC11,725$528K0.33%+1,06413F-HRTimeline
Mutual Advisors, LLC11,477$517K0.01%+7,08613F-HRTimeline
Composition Wealth, LLC11,327$510K0.01%-11,46513F-HRTimeline
IHT Wealth Management, LLC11,102$500K0.01%+6,01313F-HRTimeline
Centerpoint Advisory Group10,758$485K0.36%-2,70713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,752$484K0.02%013F-HRTimeline
Argyle Capital Partners, LLC10,551$475K0.34%+1,31813F-HRTimeline
OpenArc Corporate Advisory, LLC10,462$471K0.01%+97113F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.10,095$455K0.82%+69313F-HRTimeline
Modern Wealth Management, LLC9,844$442K0.01%new13F-HRTimeline
Snowden Capital Advisors LLC9,758$440K0.01%+64613F-HRTimeline
Sequoia Financial Advisors, LLC9,567$431K<0.01%+5,08913F-HRTimeline
WEDBUSH SECURITIES INC9,108$410K0.01%+1,51813F-HRTimeline
Avantra Family Wealth, Inc.8,691$392K0.29%+94613F-HRTimeline
TSG Advice Partners, LLC8,513$384K0.06%+7113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC8,231$371K0.03%013F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC8,078$364K0.03%new13F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC7,805$352K0.01%-27713F-HRTimeline
Investment Advisory Group, LLC7,644$344K0.09%013F-HRTimeline
Atria Investments, Inc7,611$343K<0.01%-34,75413F-HRTimeline
Tennessee Valley Asset Management Partn…7,579$342K0.05%-63,23913F-HRTimeline
West Wealth Group, LLC7,564$341K0.07%-7113F-HRTimeline
Integrated Wealth Concepts LLC7,549$340K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,439$335K<0.01%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC7,438$335K0.01%new13F-HRTimeline
Vision Retirement, LLC7,413$334K0.1%-2,64313F-HRTimeline
Able Wealth Management LLC7,101$320K0.09%-8,66513F-HRTimeline
New England Private Wealth Advisors LLC6,898$311K0.04%+5513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,896$311K<0.01%-1,31213F-HRTimelineGroup
Strategic Blueprint, LLC6,849$309K0.02%-23713F-HRTimeline
Everest Financial Group LLC6,567$296K0.05%new13F-HRTimeline
Stronghold Wealth Management L.L.C.6,504$293K0.44%+5313F-HRTimeline
Caitlin John, LLC5,883$265K0.16%013F-HRTimeline
SigFig Wealth Management, LLC5,584$252K0.01%+12813F-HRTimeline
REICON WEALTH ADVISORS, LLC5,370$242K0.19%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,199$234K<0.01%-2,38013F-HRTimelineGroup
GEM Asset Management, LLC5,123$231K0.1%-1,99013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,097$230K<0.01%013F-HRTimeline
Embree Financial Group4,810$217K0.03%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC4,757$214K<0.01%-17613F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.4,645$209K0.01%013F-HRTimeline
Warwick Investment Management, Inc.4,635$209K0.03%+21413F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC4,572$206K0.16%-61213F-HRTimeline
Integrated Advisors Network LLC4,442$200K0.01%new13F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY2,999$136K0.03%-24313F-HRTimeline
Destiny Wealth Partners, LLC2,230$100K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,811$81.6K<0.01%-22913F-HR/ATimelineGroup
PRIVATE TRUST CO NA1,415$63.8K0.01%+28913F-HRTimeline
Lloyd Advisory Services, LLC.1,263$56.9K0.02%new13F-HRTimeline
Kingdom Financial Group LLC.1,263$56.9K0.02%new13F-HRTimeline
FMR LLCin group FMR LLC1,146$51.6K<0.01%-5613F-HRTimelineGroup
Signature Equity Partners, LLC1,063$47.9K0.03%-1813F-HRTimeline
AE Wealth Management LLC961$43.3K<0.01%+8513F-HRTimeline
Rossby Financial, LCC948$42.6K0.01%+18413F-HRTimeline
Strategic Wealth Partners, Ltd.786$35.4K<0.01%-44013F-HRTimeline
CoreCap Advisors, LLC764$34.4K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…725$32.6K<0.01%-1,64113F-HRTimeline
Scarborough Advisors, LLC592$26.7K<0.01%+513F-HRTimeline
Allworth Financial LP435$19.6K<0.01%-20013F-HRTimeline
Cornerstone Planning Group LLC319$14.3K<0.01%+31613F-HRTimeline
AdvisorNet Financial, Inc209$9.42K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC200$9K<0.01%-1,51513F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.188$8.47K0.01%013F-HRTimeline
REAP Financial Group, LLC187$8.43K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…131$5.89K<0.01%+113F-HRTimeline
Sunbelt Securities, Inc.63$2.83K<0.01%+113F-HRTimeline
Mosley Wealth Management19$875<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors13$586<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\6$270<0.01%-91913F-HRTimelineGroup
MASECO LLP6$270<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5$225<0.01%new13F-HRTimelineGroup