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Disclosery

IGLB ISHARES TR

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10+ YR INVST GRD (fund)

219 managers (222 13F filers) reported a position in IGLB shares at 2025-03-31, 38,928,324 shares in all. 25 filers opened a position and 25 filers sold out during the quarter.

Managers
219
13F filers
222
New
25
Added
83
Reduced
79
Sold out
25
Shares held by filers
38,928,324

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 holding4,287,286$215M+249,300Timeline
PRUDENTIAL PLCin group PRUDENTIAL PLC2,967,779$149M0.75%+114,68513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,920,552$147M<0.01%-293,03113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,744,202$138M0.01%-182,13913F-HRTimelineGroup
RiverFront Investment Group, LLC1,877,759$94.3M2.1%+164,04613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,680,251$84.4M0.23%+347,90213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,609,795$80.9M0.02%+394,96713F-HRTimelineGroup
Allianz Investment Management U.S. LLCin group Allianz SE1,622,000$78.6M4.34%013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding1,397,250$70.2M+245,171Timeline
SCHRODER INVESTMENT MANAGEMENT GROUP1,305,150$65.3M0.07%-22,70913F-HRTimeline
LPL Financial LLC1,067,622$53.6M0.02%+32,82913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,003,686$50.4M0.02%-70,71913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN764,056$38.4M0.01%-2,03313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp682,206$34.3M0.01%+140,25613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY645,387$32.4M<0.01%-50,61813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA509,817$25.6M0.01%-10,59413F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP446,949$22.5M0.04%+129,21113F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…443,997$22.3M0.73%new13F-HRTimelineGroup
Insight Wealth Strategies, LLC438,327$22M2.96%new13F-HRTimeline
UBS Group AGin group UBS Group AG415,136$20.9M<0.01%+23,85513F-HRTimelineGroup
Tennessee Valley Asset Management Partn…391,992$19.7M3.21%+19,56313F-HRTimeline
NYL Investors LLC381,000$19.1M1.23%+3,90013F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc382,081$19.1M0.01%-556,55113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO371,151$18.6M<0.01%+77,24213F-HRTimelineGroup
Advisors Capital Management, LLC351,312$17.6M0.27%+236,54113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …351,013$17.6M0.03%013F-HRTimelineGroup
Horizon Investments, LLC346,721$17.3M0.51%+11,47213F-HRTimeline
MML INVESTORS SERVICES, LLC280,101$14.1M0.05%-17,73013F-HRTimeline
Cetera Investment Advisers264,942$13.3M0.03%-2,50513F-HRTimeline
San Luis Wealth Advisors LLC264,940$13.3M3.01%-33,09613F-HR/ATimeline
Janney Montgomery Scott LLC257,111$12.9M0.04%+99013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.245,046$12.3M0.03%+37,88813F-HRTimelineGroup
NorthCoast Asset Management LLC244,998$12.3M0.06%-156,32613F-HR/ATimeline
Betterment LLC243,282$12.2M0.03%+54,62613F-HRTimeline
OneDigital Investment Advisors LLC223,806$11.2M0.13%+15,08613F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP214,917$10.8M0.32%+29,83813F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC213,585$10.7M1.85%+6,55913F-HRTimeline
Integrated Wealth Concepts LLC210,213$10.6M0.12%+102,51713F-HRTimeline
Fund Evaluation Group, LLC202,218$10.2M0.44%013F-HRTimeline
Eley Financial Management, Inc194,399$9.77M3.91%+9,78313F-HRTimeline
WESPAC Advisors SoCal, LLC179,649$9.02M2.35%-63513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC167,769$8.43M0.02%-11,99013F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS164,131$8.24M0.01%new13F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP159,766$8.03M0.06%+12313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…158,973$7.99M0.01%-11,71913F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…155,928$7.83M0.03%-15,80413F-HRTimelineGroup
Mittelman Wealth Management151,284$7.6M6.86%-4,23913F-HRTimeline
Hennion & Walsh Asset Management, Inc.146,298$7.35M0.33%+16,36113F-HRTimeline
SlateStone Wealth, LLC141,786$7.12M0.71%-6,06913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP141,270$7.1M0.01%+48,85113F-HRTimelineGroup
Carolina Wealth Advisors, LLC134,333$6.75M3.64%+6,07013F-HRTimeline
Cosner Financial Group, LLC118,418$5.95M3.64%+8,02913F-HRTimeline
CW Advisors, LLC118,038$5.92M0.07%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…105,193$5.28M0.05%-4,40913F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …99,700$5.01M0.13%-31013F-HRTimelineGroup
Shum Financial Group, Inc.98,524$4.95M4.28%+68713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC94,594$4.75M0.01%-26,17613F-HRTimeline
Investors Research Corp75,935$3.81M0.83%+10,44213F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd75,466$3.79M0.08%new13F-HRTimelineGroup
Pinnacle Family Advisors, LLC74,288$3.73M2.03%-1713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…72,870$3.66M0.01%+23,55613F-HRTimelineGroup
D.A. DAVIDSON & CO.64,559$3.24M0.03%+4,74913F-HRTimeline
Delta Financial Group, Inc.59,018$2.95M0.68%-2513F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…55,793$2.8M<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC54,598$2.74M0.12%+54,13913F-HRTimeline
Checchi Capital Advisers, LLC53,375$2.68M0.19%+18013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC49,530$2.49M0.29%+2,62113F-HRTimeline
OLD MISSION CAPITAL LLC48,006$2.41M0.05%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC47,059$2.36M0.56%+3,33913F-HRTimeline
Trajan Wealth LLC47,004$2.36M0.13%+10,54613F-HRTimeline
Private Advisor Group, LLC43,381$2.18M0.01%+34013F-HRTimeline
Atria Wealth Solutions, Inc.42,460$2.13M0.03%-39,43713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC39,121$1.97M<0.01%new13F-HR/ATimelineGroup
Pinnacle Financial Partners Inc34,815$1.75M0.04%+6413F-HRTimeline
CROBAN34,591$1.74M1.6%new13F-HRTimeline
LexAurum Advisors, LLC31,755$1.6M0.31%013F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC30,690$1.54M0.17%+8,37813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…29,949$1.5M<0.01%-95113F-HRTimelineGroup
D L CARLSON INVESTMENT GROUP INC29,275$1.47M0.28%-7,00013F-HRTimeline
Koshinski Asset Management, Inc.28,984$1.46M0.12%-2613F-HRTimeline
RMR Capital Management, LLC27,522$1.38M1%013F-HRTimeline
Israel Discount Bank of New York26,790$1.35M1.03%-7,70313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\25,949$1.3M<0.01%-1,65713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC25,469$1.28M0.02%+2,52313F-HRTimelineGroup
Cambridge Investment Research Advisors,…25,094$1.26M<0.01%-96,83013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,665$1.19M<0.01%+1,49013F-HRTimeline
Invera Wealth Advisors, LLC22,887$1.15M0.74%new13F-HR/ATimeline
Wambolt & Associates, LLC21,989$1.1M0.38%-1,68013F-HRTimeline
Vantage Financial Partners, LLC21,615$1.09M0.27%-34,16513F-HRTimeline
Tranquilli Financial Advisor LLC21,552$1.08M0.69%+3,43913F-HRTimeline
Valtrion Capital Management, LLC21,122$1.06M1.43%+16113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.20,578$1.03M0.13%-48413F-HRTimeline
Invesco Ltd.in group Invesco Ltd.20,527$1.03M<0.01%+31413F-HRTimelineGroup
Wealthfront Advisers LLC20,447$1.03M<0.01%-1,14513F-HRTimeline
MCF Advisors LLC20,311$1.02M0.07%+4,13213F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV20,000$1M0.03%new13F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…19,641$987K<0.01%-2,99413F-HRTimelineGroup
Global View Capital Management LLC19,486$979K0.36%-4,24413F-HRTimeline
Noble Wealth Management PBC19,220$965K0.66%-4,20213F-HRTimeline
Berkeley Capital Partners, LLC18,570$933K0.26%-3913F-HRTimeline
HUB Investment Partners, LLC18,400$924K0.04%013F-HRTimeline
GeoWealth Management, LLC18,255$917K0.04%+74313F-HRTimeline
Valmark Advisers, Inc.17,797$894K0.01%+93313F-HRTimeline
AssuredPartners Investment Advisors, LLC15,935$800K0.15%+89513F-HRTimeline
FDx Advisors, Inc.15,694$788K0.26%-45013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC15,568$782K0.01%-2,21913F-HR/ATimelineGroup
Advisory Services Network, LLC15,230$765K0.01%+10,60013F-HRTimeline
Prospera Financial Services Inc14,888$748K0.02%-46113F-HRTimeline
ORG Partners LLC14,805$744K0.18%-25013F-HRTimeline
COMERICA BANK14,805$744K<0.01%-42313F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth14,468$727K0.01%+9,54313F-HRTimelineGroup
Geneos Wealth Management Inc.13,412$674K0.01%+6,35413F-HRTimeline
AE Wealth Management LLC13,187$662K0.01%+13,11713F-HRTimeline
WEDBUSH SECURITIES INC13,032$655K0.02%-1,50613F-HRTimeline
Strive Asset Management, LLC12,296$618K0.43%new13F-HR/ATimeline
GTS SECURITIES LLC12,089$607K0.03%new13F-HRTimeline
Destiny Capital Corp/CO11,227$564K0.38%-97,26013F-HRTimeline
Thoma Capital Management LLC10,789$542K0.38%+4,07613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…10,494$527K<0.01%-19,85713F-HR/ATimelineGroup
SOFI WEALTH, LLC10,474$526K0.04%+7,15213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,565$478K<0.01%+43413F-HR/ATimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,853$445K0.01%+2,26913F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.8,686$436K<0.01%-1,85913F-HRTimeline
Sovran Advisors, LLC8,623$419K0.05%new13F-HRTimeline
Patten Group, Inc.8,291$416K0.1%+77213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC8,144$404K0.03%+67813F-HRTimeline
Marcum Wealth, LLC7,997$402K0.03%-32613F-HRTimeline
Steward Partners Investment Advisory, L…7,914$398K<0.01%-1,77513F-HRTimeline
Sowell Financial Services LLC7,872$395K0.02%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.7,755$390K0.03%-1,09013F-HRTimelineGroup
Sanctuary Advisors, LLC7,689$386K<0.01%-62413F-HRTimeline
Sage Advisory Services, Ltd.Co.7,628$383K0.23%+2,66013F-HRTimeline
Sovereign Financial Group, Inc.7,507$377K0.09%-1,64913F-HRTimeline
GC Wealth Management RIA, LLC7,387$371K0.07%+2,68713F-HRTimeline
Farther Finance Advisors, LLC7,371$370K0.01%-38,22513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,249$364K0.01%+90213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,913$347K<0.01%-6,68413F-HRTimeline
HighTower Advisors, LLC6,605$332K<0.01%+92913F-HRTimeline
Main Street Research LLC6,505$327K0.02%-12813F-HRTimeline
Meadow Creek Wealth Advisors LLC6,434$323K0.24%-4013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,800$291K<0.01%013F-HRTimelineGroup
NorthCrest Asset Manangement, LLC5,800$291K0.01%013F-HRTimeline
Sigma Planning Corp5,622$282K0.01%-343,50413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,619$282K<0.01%-5,46213F-HRTimelineGroup
Winthrop Capital Management, LLC5,600$281K0.08%-8813F-HRTimeline
KKM Financial LLC5,427$263K0.11%013F-HRTimeline
Ausdal Financial Partners, Inc.5,041$253K0.02%013F-HRTimeline
Csenge Advisory Group5,183$252K0.01%+78913F-HRTimeline
Two West Capital Advisors LLC5,226$251K0.21%+20913F-HRTimeline
Meridian Wealth Management, LLC4,879$245K0.01%+4113F-HRTimeline
Ipsen Advisor Group LLC4,524$227K0.2%+3913F-HRTimeline
&PARTNERS5,532$226K<0.01%+99913F-HRTimeline
NewEdge Advisors, LLC4,136$208K<0.01%+3,81713F-HRTimeline
Trivium Point Advisory, LLC4,134$208K0.03%-3,96613F-HRTimeline
Sound Income Strategies, LLC4,133$208K0.01%-11013F-HRTimeline
Peak Planning Group, LLC3,998$201K0.08%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,969$190K<0.01%-63513F-HRTimelineGroup
Glass Jacobson Investment Advisors llc3,725$184K0.06%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.3,472$174K0.08%013F-HRTimeline
Horizons Wealth Management3,274$164K0.12%-6813F-HRTimeline
CENTRAL TRUST Co2,989$150K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,941$148K<0.01%-65613F-HRTimeline
Parkside Financial Bank & Trust2,557$128K0.02%+913F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,477$124K0.09%-8513F-HRTimeline
First Horizon Advisors, Inc.2,034$102K<0.01%+1113F-HRTimeline
Grey Ledge Advisors, LLC1,530$76.9K0.02%-45,67313F-HRTimeline
Parallel Advisors, LLC1,460$73.3K<0.01%+1,08013F-HRTimeline
CWM, LLCin group CWM, LLC1,305$66K<0.01%+66013F-HRTimelineGroup
Park Place Capital Corp989$49.7K0.01%-9913F-HRTimeline
Wilmington Savings Fund Society, FSB980$49.2K<0.01%013F-HRTimeline
NFSG Corp923$46.4K0.01%+813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC869$43.6K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC837$41.9K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC822$41K<0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC743$37.3K0.01%-2413F-HRTimeline
BLAIR WILLIAM & CO/IL642$32.2K<0.01%+56713F-HRTimeline
Sunbelt Securities, Inc.505$25.4K<0.01%-41813F-HRTimeline
Continuum Advisory, LLC493$24.8K<0.01%-17513F-HRTimeline
FMR LLCin group FMR LLC481$24.2K<0.01%+23913F-HRTimelineGroup
IFP Advisors, Inc429$21.6K<0.01%-41513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC404$20.3K<0.01%-3813F-HRTimelineGroup
Headlands Technologies LLC400$20.1K<0.01%+7913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management341$17.1K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…334$16.8K<0.01%+25313F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors300$15.1K<0.01%+1413F-HRTimelineGroup
PRIVATE TRUST CO NA295$14.8K<0.01%013F-HRTimeline
Park Square Financial Group, LLC286$14.4K0.01%-3613F-HRTimeline
Allworth Financial LP286$14K<0.01%-30413F-HRTimeline
TSFG, LLC283$14K<0.01%-613F-HRTimeline
CITY HOLDING CO230$11.6K<0.01%013F-HRTimeline
EPG Wealth Management LLC193$9.69K<0.01%+213F-HRTimeline
Crews Bank & Trust170$8.54K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC139$6.98K<0.01%013F-HRTimeline
GAMMA Investing LLC118$5.93K<0.01%013F-HR/ATimeline
Bellwether Advisors, LLC117$5.88K<0.01%013F-HRTimeline
SIGNATUREFD, LLC102$5.12K<0.01%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC100$5.02K<0.01%013F-HRTimeline
AlphaCore Capital LLC86$4.32K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd81$4.07K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC81$4.07K<0.01%new13F-HR/ATimeline

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