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 242 institutions that hold shares in the stock, with a total of 41.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
335,249
shares
|
$16.8 Million
0.44% of portfolio
|
Q4 2024
Added 73.04%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
317,738
shares
|
$15.9 Million
0.03% of portfolio
|
Q4 2024
Added 25.21%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
298,036
shares
|
$14.9 Million
2.79% of portfolio
|
Q4 2024
Added 8.75%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
297,831
shares
|
$14.9 Million
0.05% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
293,909
shares
|
$14.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 44.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
293,275
shares
|
$14.7 Million
0.02% of portfolio
|
Q3 2024
Added 10.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
267,447
shares
|
$13.4 Million
0.03% of portfolio
|
Q4 2024
Added 40.41%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
256,121
shares
|
$12.8 Million
0.04% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
208,720
shares
|
$10.4 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
207,026
shares
|
$10.4 Million
1.81% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
202,218
shares
|
$10.1 Million
0.47% of portfolio
|
Q3 2024
Added 301.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
198,228
shares
|
$9.92 Million
0.02% of portfolio
|
Q4 2024
Added 40.02%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
188,656
shares
|
$9.44 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
185,079
shares
|
$9.26 Million
0.27% of portfolio
|
Q4 2024
Added 66.25%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
184,616
shares
|
$9.23 Million
3.55% of portfolio
|
Q4 2024
Added 39.04%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
183,465
shares
|
$9.18 Million
2.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 24, 2025 Q4 2024 |
180,284
shares
|
$9.02 Million
2.05% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
179,759
shares
|
$8.99 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
171,732
shares
|
$8.59 Million
0.03% of portfolio
|
Q4 2024
Added 68.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
170,692
shares
|
$8.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.18%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
159,643
shares
|
$7.99 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mittelman Wealth Management
Andover, MA |
Feb 18, 2025 Q4 2024 |
155,523
shares
|
$7.78 Million
7.15% of portfolio
|
Q4 2024
Reduced 57.0%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
147,855
shares
|
$7.4 Million
0.72% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Fortune 45 LLC
|
Feb 13, 2025 Q4 2024 |
140,309
shares
|
$7.02 Million
4.54% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
139,151
shares
|
$6.96 Million
1.51% of portfolio
|
Q4 2024
New holding
|