Institutional Ownership Ishares Interest Rate Hedged L (IGBH)
This table provides information about the institutional ownership of Ishares Interest Rate Hedged L (IGBH). We have compiled data on the 40 institutions that hold shares in the stock, with a total of 2.24 Million shares, which have been reported (via 13F filing form) to have a value of $54.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
615,102
shares
|
$14.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 10.92%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
472,620
shares
|
$11.5 Million
4.29% of portfolio
|
Q3 2024
Reduced 54.75%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2024 Q2 2024 |
265,085
shares
|
$6.43 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
240,838
shares
|
$5.84 Million
0.42% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2024 Q2 2024 |
126,841
shares
|
$3.08 Million
0.92% of portfolio
|
Q2 2024
Added 93.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
86,211
shares
|
$2.09 Million
0.0% of portfolio
|
Q2 2024
Added 30.36%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
72,113
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2024
Added 29.95%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
37,645
shares
|
$912,891
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
35,884
shares
|
$870,187
0.0% of portfolio
|
Q2 2024
Added 144.06%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
32,342
shares
|
$784,293
0.01% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
30,138
shares
|
$730,846
0.02% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
25,738
shares
|
$624,146
0.03% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
24,698
shares
|
$598,926
0.03% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,998
shares
|
$557,701
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
20,805
shares
|
$504,521
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
15,595
shares
|
$378,178
0.0% of portfolio
|
Q2 2024
Added 1.7%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
13,158
shares
|
$319,081
0.0% of portfolio
|
Q2 2024
Added 18.95%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
12,413
shares
|
$301,015
0.01% of portfolio
|
Q1 2024
Reduced 4.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
12,386
shares
|
$300,360
0.01% of portfolio
|
Q2 2024
Added 22.08%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
12,375
shares
|
$300,093
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
11,806
shares
|
$286,295
0.0% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
11,240
shares
|
$272,570
0.0% of portfolio
|
Q2 2024
Added 5.06%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
10,928
shares
|
$265,004
0.01% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
9,129
shares
|
$221,378
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
7,878
shares
|
$191,041
0.0% of portfolio
|
Q2 2024
Reduced 25.89%
|