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 |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
129,937
shares
|
$6.5 Million
0.31% of portfolio
|
Q4 2024
Added 12.42%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
128,263
shares
|
$6.42 Million
3.54% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
127,559
shares
|
$6.38 Million
0.02% of portfolio
|
Q4 2024
Added 46.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
121,924
shares
|
$6.1 Million
0.02% of portfolio
|
Q4 2024
Added 97.98%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
120,770
shares
|
$6.04 Million
0.01% of portfolio
|
Q4 2024
Added 100.87%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
114,771
shares
|
$5.74 Million
0.09% of portfolio
|
Q4 2024
Reduced 71.41%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
110,389
shares
|
$5.52 Million
3.45% of portfolio
|
Q4 2024
Added 16.61%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
109,602
shares
|
$5.48 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
108,487
shares
|
$5.43 Million
3.25% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
107,696
shares
|
$5.39 Million
0.07% of portfolio
|
Q4 2024
Added 58.43%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
105,879
shares
|
$5.3 Million
0.09% of portfolio
|
Q2 2023
Reduced 0.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
104,222
shares
|
$5.21 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
100,010
shares
|
$5 Million
0.14% of portfolio
|
Q4 2024
Added 6.21%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
97,837
shares
|
$4.89 Million
4.17% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
92,419
shares
|
$4.62 Million
0.0% of portfolio
|
Q4 2024
Reduced 27.7%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
81,897
shares
|
$4.1 Million
0.05% of portfolio
|
Q4 2024
Added 168.77%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
74,305
shares
|
$3.72 Million
2.01% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
72,113
shares
|
$3.61 Million
1.42% of portfolio
|
Q4 2022
Added 10.36%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
65,493
shares
|
$3.28 Million
0.73% of portfolio
|
Q4 2024
Added 13.23%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
62,606
shares
|
$3.13 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
59,810
shares
|
$2.99 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
59,043
shares
|
$2.95 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
55,780
shares
|
$2.79 Million
0.77% of portfolio
|
Q4 2024
Added 66.25%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
53,195
shares
|
$2.66 Million
0.15% of portfolio
|
Q4 2024
Added 9.32%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
49,314
shares
|
$2.47 Million
0.0% of portfolio
|
Q4 2024
Reduced 72.46%
|