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Disclosery

IGLB ISHARES TR

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10+ YR INVST GRD (fund)

224 managers (227 13F filers) reported a position in IGLB shares at 2024-12-31, 38,017,860 shares in all. 40 filers opened a position and 17 filers sold out during the quarter.

Managers
224
13F filers
227
New
40
Added
80
Reduced
56
Sold out
17
Shares held by filers
38,017,860

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

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 holding4,037,986$199M+1,136,607Timeline
BlackRock, Inc.in group BlackRock, Inc.3,213,583$159M<0.01%-931,33513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,926,341$145M0.01%+648,46013F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC2,853,094$141M0.71%-15,70813F-HRTimelineGroup
RiverFront Investment Group, LLC1,713,713$84.7M1.93%+142,04713F-HRTimeline
Allianz Investment Management U.S. LLCin group Allianz SE1,622,000$80.1M5.65%013F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP1,327,859$65.9M0.06%+420,40513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,332,349$65.8M0.18%+257,80313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,214,828$60.2M0.02%-1,124,31013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,152,079$56.9M+710,707Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,074,405$53.1M0.02%13F-HR/ATimelineGroup
LPL Financial LLC1,034,793$51.1M0.02%+157,89413F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc938,632$46.6M0.01%+42,34113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN766,089$37.8M0.01%-119,43413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY696,005$34.4M<0.01%-55,13813F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp541,950$26.8M<0.01%+202,05013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA520,411$25.7M0.01%-9,01913F-HRTimelineGroup
AGILIS PARTNERS LLC423,701$20.9M6.3%+207,32113F-HRTimeline
NorthCoast Asset Management LLC401,324$19.9M0.1%+30,30213F-HR/ATimeline
UBS Group AGin group UBS Group AG391,281$19.3M<0.01%-53,68913F-HRTimelineGroup
NYL Investors LLC377,100$18.6M1.69%+4,60013F-HRTimeline
Tennessee Valley Asset Management Partn…372,429$18.4M3.08%-11,40413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …351,013$17.3M0.03%013F-HRTimelineGroup
Sigma Planning Corp349,126$17.2M0.54%-11,05513F-HRTimeline
Horizon Investments, LLC335,249$16.5M0.47%+141,51113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP317,738$15.7M0.02%+63,96913F-HRTimelineGroup
San Luis Wealth Advisors LLC298,036$14.7M2.79%+23,97313F-HRTimeline
MML INVESTORS SERVICES, LLC297,831$14.7M0.05%+11,05513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO293,909$14.5M<0.01%-233,86913F-HRTimelineGroup
Cetera Investment Advisers267,447$13.2M0.03%+76,97713F-HRTimeline
Janney Montgomery Scott LLC256,121$12.7M0.04%+4,07513F-HRTimeline
OneDigital Investment Advisors LLC208,720$10.3M0.12%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.207,158$10.2M0.02%+65,58413F-HR/ATimelineGroup
Klaas Financial Asset Advisors, LLC207,026$10.2M1.8%+2,30713F-HRTimeline
Fund Evaluation Group, LLC202,218$9.99M0.47%013F-HRTimeline
Betterment LLC188,656$9.32M0.02%new13F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP185,079$9.14M0.27%+73,75013F-HRTimelineGroup
Eley Financial Management, Inc184,616$9.12M3.55%+51,83513F-HRTimeline
WESPAC Advisors SoCal, LLC180,284$8.91M2.01%+7,34813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC179,759$8.88M0.01%-5,71213F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…171,732$8.48M0.03%+69,63113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…170,692$8.43M0.01%-60,54513F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP159,643$7.89M0.06%013F-HRTimelineGroup
Mittelman Wealth Management155,523$7.68M7.15%-206,16613F-HRTimeline
SlateStone Wealth, LLC147,855$7.3M0.72%-4,23513F-HRTimeline
Fortune 45 LLC140,309$6.93M4.52%+8,84113F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC139,151$6.87M1.52%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.129,937$6.42M0.29%+14,35113F-HRTimeline
Carolina Wealth Advisors, LLC128,263$6.34M3.41%-21313F-HRTimeline
Cambridge Investment Research Advisors,…121,924$6.02M0.02%+60,34013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC120,770$5.97M0.01%+60,64713F-HRTimeline
Advisors Capital Management, LLC114,771$5.67M0.09%-286,69313F-HRTimeline
Cosner Financial Group, LLC110,389$5.45M3.45%+15,72513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…109,602$5.41M0.05%new13F-HRTimelineGroup
Destiny Capital Corp/CO108,487$5.36M3.25%-1,22313F-HRTimeline
Integrated Wealth Concepts LLC107,696$5.32M0.06%+39,71713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC104,222$5.15M<0.01%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …100,010$4.94M0.14%+5,84413F-HRTimelineGroup
Shum Financial Group, Inc.97,837$4.83M4.17%-58513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP92,419$4.57M<0.01%-35,41613F-HRTimelineGroup
Atria Wealth Solutions, Inc.81,897$4.05M0.04%+51,42613F-HRTimeline
Pinnacle Family Advisors, LLC74,305$3.67M1.78%+46713F-HRTimeline
Investors Research Corp65,493$3.24M0.71%+7,65413F-HRTimeline
D.A. DAVIDSON & CO.59,810$2.95M0.02%new13F-HRTimeline
Delta Financial Group, Inc.59,043$2.92M0.68%new13F-HRTimeline
Vantage Financial Partners, LLC55,780$2.76M0.69%+22,22813F-HRTimeline
Checchi Capital Advisers, LLC53,195$2.63M0.2%+4,53413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,314$2.44M<0.01%-129,72613F-HRTimelineGroup
Grey Ledge Advisors, LLC47,203$2.33M0.6%-20,37313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC46,909$2.32M0.27%new13F-HRTimeline
Farther Finance Advisors, LLC45,596$2.25M0.08%+45,51913F-HRTimeline
FIL Ltdin group FIL Ltd45,010$2.22M<0.01%new13F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC43,720$2.16M0.67%+48513F-HRTimeline
Private Advisor Group, LLC43,041$2.13M0.01%-14,72213F-HRTimeline
Trajan Wealth LLC36,458$1.8M0.1%+2,53613F-HRTimeline
D L CARLSON INVESTMENT GROUP INC36,275$1.79M0.32%013F-HRTimeline
Pinnacle Financial Partners Inc34,751$1.72M0.03%-40,86113F-HRTimeline
Israel Discount Bank of New York34,493$1.7M1.24%-3,55113F-HRTimeline
LexAurum Advisors, LLC31,755$1.57M0.31%013F-HRTimeline
B. Riley Wealth Advisors, Inc.31,169$1.54M0.05%-3,74613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…30,900$1.53M<0.01%+1,25713F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…30,351$1.5M<0.01%-22,30913F-HRTimelineGroup
Global Retirement Partners, LLC29,358$1.45M0.04%+3,99813F-HRTimeline
Koshinski Asset Management, Inc.29,010$1.43M0.13%+12213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\27,606$1.36M<0.01%+49113F-HRTimelineGroup
RMR Capital Management, LLC27,522$1.36M1.01%+12,86213F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC23,910$1.18M0.1%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/23,880$1.18M<0.01%new13F-HRTimelineGroup
Passumpsic Savings Bank23,793$1.18M0.73%+2,37713F-HRTimeline
Global View Capital Management LLC23,730$1.17M0.41%13F-HRTimeline
Wambolt & Associates, LLC23,669$1.17M0.37%-63913F-HRTimeline
Noble Wealth Management PBC23,422$1.16M0.8%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC22,946$1.13M0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…22,635$1.12M<0.01%+1,09513F-HRTimelineGroup
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC22,312$1.11M0.12%+16,44613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,175$1.1M<0.01%+3,92213F-HR/ATimeline
Wealthfront Advisers LLC21,592$1.07M<0.01%+6,56713F-HR/ATimeline
JAMES INVESTMENT RESEARCH, INC.21,062$1.04M0.12%+13,85513F-HRTimeline
Valtrion Capital Management, LLC20,961$1.04M1.36%13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.20,213$999K<0.01%-81,49213F-HRTimelineGroup
IHT Wealth Management, LLC19,085$943K0.03%+94913F-HRTimeline
Berkeley Capital Partners, LLC18,609$919K0.26%+1613F-HRTimeline
HUB Investment Partners, LLC18,400$909K0.04%new13F-HRTimeline
Tranquilli Financial Advisor LLC18,113$895K0.57%+8,53613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC17,787$879K0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC17,512$865K0.03%+26413F-HRTimeline
Valmark Advisers, Inc.16,864$833K0.01%-6,71613F-HRTimeline
MCF Advisors LLC16,179$799K0.06%+2,09113F-HRTimeline
FDx Advisors, Inc.16,144$798K0.23%-49113F-HRTimeline
Prospera Financial Services Inc15,349$759K0.02%new13F-HRTimeline
COMERICA BANK15,228$752K<0.01%-1,21513F-HR/ATimeline
ORG Partners LLC15,055$744K0.1%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC15,040$743K0.14%13F-HRTimeline
Great Diamond Partners, LLC15,001$741K0.19%-15313F-HRTimeline
WEDBUSH SECURITIES INC14,538$718K0.03%-4,39413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC13,597$672K0.01%+1,17113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,081$547K<0.01%+1,45613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.10,545$521K<0.01%-6,31813F-HRTimeline
Compound Planning, Inc.10,531$520K0.03%+1,17713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…10,472$519K0.03%-5,00613F-HRTimeline
Steward Partners Investment Advisory, L…9,689$479K<0.01%+9,21013F-HRTimeline
Sovereign Financial Group, Inc.9,156$452K0.1%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,131$451K<0.01%+6,52913F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.8,845$437K0.03%013F-HRTimelineGroup
Paragon Private Wealth Management, LLC8,576$424K0.2%new13F-HRTimeline
Sanctuary Advisors, LLC8,313$415K<0.01%new13F-HRTimeline
Marcum Wealth, LLC8,323$411K0.04%+20913F-HRTimeline
Trivium Point Advisory, LLC8,100$400K0.05%-3113F-HRTimeline
Patten Group, Inc.7,519$371K0.08%+2,12513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC7,466$369K0.03%+2,80013F-HRTimeline
Geneos Wealth Management Inc.7,058$349K0.01%+5,44813F-HRTimeline
Thoma Capital Management LLC6,713$332K0.23%13F-HRTimeline
Main Street Research LLC6,633$328K0.02%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,584$325K0.01%+1113F-HRTimelineGroup
Meadow Creek Wealth Advisors LLC6,474$320K0.23%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,347$314K0.01%+1,16913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,800$287K<0.01%013F-HRTimelineGroup
NorthCrest Asset Manangement, LLC5,800$287K0.01%013F-HR/ATimeline
Winthrop Capital Management, LLC5,688$282K0.08%new13F-HRTimeline
HighTower Advisors, LLC5,676$280K<0.01%new13F-HRTimeline
KKM Financial LLC5,427$270K0.11%new13F-HRTimeline
RHS Financial, LLC5,394$266K0.14%+6513F-HRTimeline
Ausdal Financial Partners, Inc.5,041$249K0.02%013F-HRTimeline
Two West Capital Advisors LLC5,017$248K0.21%new13F-HRTimeline
Sage Advisory Services, Ltd.Co.4,968$245K0.15%-3,96613F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth4,925$243K<0.01%-6,24813F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC4,915$243K0.02%-3,81413F-HRTimeline
Meridian Wealth Management, LLC4,838$239K0.01%-92413F-HRTimeline
GC Wealth Management RIA, LLC4,700$232K0.04%013F-HRTimeline
Advisory Services Network, LLC4,630$229K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,604$225K<0.01%-30413F-HRTimelineGroup
&PARTNERS4,533$223K<0.01%new13F-HRTimeline
Acorn Wealth Advisors, LLC4,490$222K0.09%-14,60713F-HRTimeline
Ipsen Advisor Group LLC4,485$222K0.19%13F-HRTimeline
Csenge Advisory Group4,394$217K0.01%-25213F-HRTimeline
New Century Financial Group, LLC4,269$210K0.09%new13F-HRTimeline
Sound Income Strategies, LLC4,243$210K0.01%-23213F-HRTimeline
Glass Jacobson Investment Advisors llc3,725$184K0.06%+3,07513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HARBOUR INVESTMENTS, INC.3,597$178K0.01%-28313F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.3,472$172K0.08%013F-HRTimeline
Horizons Wealth Management3,342$165K0.13%-15013F-HRTimeline
SOFI WEALTH, LLC3,322$164K0.01%new13F-HRTimeline
CENTRAL TRUST Co2,989$148K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,562$127K0.09%-27513F-HRTimeline
Parkside Financial Bank & Trust2,548$126K0.02%+1713F-HRTimeline
First Horizon Advisors, Inc.2,023$100K<0.01%+1,96213F-HRTimeline
Wingate Wealth Advisors, Inc.1,284$63.4K0.06%13F-HRTimeline
Park Place Capital Corp1,088$53.7K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB980$48.4K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.923$45.8K<0.01%-10,73713F-HRTimeline
NFSG Corp915$45.2K0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC869$42.9K<0.01%013F-HRTimeline
IFP Advisors, Inc844$41.7K<0.01%+81713F-HRTimeline
Founders Financial Alliance, LLC767$37.9K0.01%-14213F-HRTimeline
Asset Dedication, LLC760$37.5K<0.01%new13F-HRTimeline
Continuum Advisory, LLC668$33K<0.01%-2813F-HRTimeline
CWM, LLCin group CWM, LLC645$32K<0.01%-27,76313F-HRTimelineGroup
Allworth Financial LP590$29.2K<0.01%-2813F-HRTimeline
Transcendent Capital Group LLC508$25.1K0.01%new13F-HRTimeline
CoreCap Advisors, LLC459$22.7K<0.01%+25513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC442$21.8K<0.01%+113F-HRTimelineGroup
Parallel Advisors, LLC380$18.8K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management341$16.8K<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC322$15.9K0.01%13F-HRTimeline
Headlands Technologies LLC321$15.9K<0.01%+23413F-HRTimeline
NewEdge Advisors, LLC319$15.7K<0.01%+4913F-HRTimeline
PRIVATE TRUST CO NA295$14.6K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors286$14.1K<0.01%013F-HRTimelineGroup
TSFG, LLC289$14K<0.01%+513F-HRTimeline
FPC INVESTMENT ADVISORY, INC.249$12.4K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC242$12K<0.01%-12913F-HRTimelineGroup
CITY HOLDING CO230$11.4K<0.01%013F-HRTimeline
EPG Wealth Management LLC191$9.45K<0.01%+313F-HRTimeline
Crews Bank & Trust170$8.4K<0.01%13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC139$6.87K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC125$6.17K<0.01%013F-HRTimeline
LGT Financial Advisors LLC123$6.09K0.01%+213F-HRTimeline
GAMMA Investing LLC118$5.83K<0.01%013F-HRTimeline
Bellwether Advisors, LLC117$5.78K<0.01%new13F-HRTimeline
MAI Capital Management113$5.6K<0.01%new13F-HRTimeline

Events

  • BlackRock Portfolio Management LLC reported 5,615,912 IGLB shares, 10.3% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-05. 0002052113-26-000897

    Accepted , ingested