Institutional Ownership Ishares 10+ Year Investment Gr (IGLB)
This table provides information about the institutional ownership of Ishares 10+ Year Investment Gr (IGLB). We have compiled data on the 210 institutions that hold shares in the stock, with a total of 37.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
188
shares
|
$9,317
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
170
shares
|
$8,425
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
144
shares
|
$7,136
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
139
shares
|
$6,888
0.0% of portfolio
|
Q3 2024
Reduced 48.52%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
125
shares
|
$6,195
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
121
shares
|
$5,996
0.02% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
118
shares
|
$5,848
0.0% of portfolio
|
Q3 2024
Reduced 73.6%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
118
shares
|
$5,848
0.0% of portfolio
|
Q3 2024
Added 26.88%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
102
shares
|
$5,055
0.0% of portfolio
|
Q3 2024
Reduced 49.75%
|
|
|
New England Asset Management Inc
Farmington, CT |
Nov 07, 2024 Q3 2024 |
100
shares
|
$4,956
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
92
shares
|
$4,559
0.0% of portfolio
|
Q1 2024
Reduced 44.91%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
88
shares
|
$4,361
0.0% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
87
shares
|
$4,311
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
86
shares
|
$4,262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
81
shares
|
$4,014
0.0% of portfolio
|
Q2 2024
Reduced 73.7%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
81
shares
|
$4,014
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
80
shares
|
$3,964
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
77
shares
|
$3,816
0.0% of portfolio
|
Q1 2024
Added 50.98%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
61
shares
|
$3,023
0.0% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
53
shares
|
$2,626
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
36
shares
|
$1,784
0.0% of portfolio
|
Q2 2022
Reduced 35.03%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
34
shares
|
$1,685
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
33
shares
|
$1,635
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
22
shares
|
$1,090
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6
shares
|
$297
0.0% of portfolio
|
Q4 2024
Added 50.0%
|