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 239 institutions that hold shares in the stock, with a total of 39.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wespac Advisors So Cal, LLC
|
Oct 22, 2025 Q3 2025 |
143,509
shares
|
$7.27 Million
1.63% of portfolio
|
Q3 2025
Reduced 26.42%
|
|
|
Mittelman Wealth Management
Andover, MA |
Nov 17, 2025 Q3 2025 |
142,261
shares
|
$7.21 Million
4.8% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
125,731
shares
|
$6.37 Million
0.06% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
123,332
shares
|
$6.25 Million
0.02% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
106,875
shares
|
$5.42 Million
0.12% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
105,879
shares
|
$5.36 Million
0.09% of portfolio
|
Q2 2023
Reduced 0.14%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
105,155
shares
|
$5.33 Million
0.02% of portfolio
|
Q3 2025
Added 206.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
100,982
shares
|
$5.12 Million
0.03% of portfolio
|
Q3 2025
Added 6.25%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
98,988
shares
|
$5.02 Million
0.19% of portfolio
|
Q3 2025
Added 66.21%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
97,260
shares
|
$4.93 Million
3.74% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
96,833
shares
|
$4.91 Million
0.01% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
90,832
shares
|
$4.6 Million
0.3% of portfolio
|
Q3 2025
Added 18.16%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
89,522
shares
|
$4.54 Million
0.89% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
78,144
shares
|
$3.96 Million
0.01% of portfolio
|
Q3 2025
Added 217.03%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
74,048
shares
|
$3.75 Million
1.9% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
72,113
shares
|
$3.65 Million
1.42% of portfolio
|
Q4 2022
Added 10.36%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
65,770
shares
|
$3.33 Million
0.29% of portfolio
|
Q3 2025
Reduced 46.88%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
61,610
shares
|
$3.12 Million
0.57% of portfolio
|
Q3 2025
Added 31.18%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
61,212
shares
|
$3.1 Million
0.02% of portfolio
|
Q3 2025
Added 5.05%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
59,018
shares
|
$2.99 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
57,954
shares
|
$2.94 Million
0.07% of portfolio
|
Q3 2025
Added 110.53%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
57,841
shares
|
$2.93 Million
0.16% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
55,114
shares
|
$2.79 Million
0.02% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
54,342
shares
|
$2.75 Million
0.03% of portfolio
|
Q3 2025
Reduced 14.69%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
52,086
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.44%
|
|