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 36 institutions that hold shares in the stock, with a total of 1.64 Million shares, which have been reported (via 13F filing form) to have a value of $38.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Yeomans Consulting Group, Inc.
Marietta, GA |
May 05, 2025 Q1 2025 |
395,139
shares
|
$9.28 Million
3.67% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
280,188
shares
|
$6.58 Million
0.0% of portfolio
|
Q4 2024
Reduced 36.93%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
244,382
shares
|
$5.74 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 08, 2025 Q4 2024 |
137,321
shares
|
$3.22 Million
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
121,946
shares
|
$2.86 Million
0.0% of portfolio
|
Q1 2025
Added 40.31%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
69,737
shares
|
$1.64 Million
0.02% of portfolio
|
Q1 2025
Added 18.56%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
62,077
shares
|
$1.46 Million
0.01% of portfolio
|
Q4 2024
Added 32.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
47,154
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Added 357.63%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
39,404
shares
|
$925,205
0.04% of portfolio
|
Q1 2025
Added 17.52%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
30,460
shares
|
$715,200
0.02% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
27,891
shares
|
$654,880
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,998
shares
|
$539,993
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
18,980
shares
|
$445,650
0.0% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
15,644
shares
|
$367,321
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
15,531
shares
|
$364,667
0.0% of portfolio
|
Q1 2025
Reduced 92.08%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
15,299
shares
|
$359,220
0.02% of portfolio
|
Q1 2025
Reduced 36.76%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
12,964
shares
|
$304,394
0.0% of portfolio
|
Q1 2025
Added 19.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
11,812
shares
|
$277,345
0.01% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
11,376
shares
|
$267,108
0.01% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
9,640
shares
|
$226,347
0.0% of portfolio
|
Q1 2025
Reduced 16.1%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Feb 14, 2025 Q4 2024 |
9,383
shares
|
$220,312
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
8,606
shares
|
$202,068
0.0% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
8,472
shares
|
$198,922
0.0% of portfolio
|
Q4 2024
Reduced 90.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
8,036
shares
|
$188,685
0.0% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
5,568
shares
|
$130,736
0.0% of portfolio
|
Q3 2023
Reduced 29.58%
|