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 41 institutions that hold shares in the stock, with a total of 1.87 Million shares, which have been reported (via 13F filing form) to have a value of $46.1 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
453,586
shares
|
$11.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 15, 2025 Q3 2025 |
371,564
shares
|
$9.14 Million
3.16% of portfolio
|
Q3 2025
Added 39.56%
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
241,768
shares
|
$5.95 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
140,111
shares
|
$3.45 Million
0.18% of portfolio
|
Q2 2025
Added 2.2%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
132,985
shares
|
$3.27 Million
0.0% of portfolio
|
Q2 2025
Added 9.05%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
105,778
shares
|
$2.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
90,990
shares
|
$2.24 Million
0.0% of portfolio
|
Q2 2025
Added 656.61%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
35,051
shares
|
$862,605
0.05% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
30,691
shares
|
$755,305
0.02% of portfolio
|
Q2 2025
Added 0.45%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
29,397
shares
|
$723,460
0.0% of portfolio
|
Q2 2025
New holding
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
25,593
shares
|
$629,843
0.0% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
23,614
shares
|
$581,140
0.01% of portfolio
|
Q2 2025
Added 50.95%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,998
shares
|
$565,980
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
18,980
shares
|
$467,097
0.0% of portfolio
|
Q1 2025
Added 1.33%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
16,963
shares
|
$417,459
0.0% of portfolio
|
Q2 2025
Added 9.22%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
15,996
shares
|
$393,661
0.0% of portfolio
|
Q2 2025
New holding
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
13,970
shares
|
$343,801
0.0% of portfolio
|
Q2 2025
Added 7.76%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
12,751
shares
|
$313,802
0.0% of portfolio
|
Q2 2025
New holding
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
12,125
shares
|
$298,396
0.0% of portfolio
|
Q2 2025
Added 30.94%
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
11,710
shares
|
$288,183
0.01% of portfolio
|
Q2 2025
Reduced 23.46%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
11,698
shares
|
$287,887
0.0% of portfolio
|
Q2 2025
Added 1.65%
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Aug 11, 2025 Q2 2025 |
10,732
shares
|
$264,114
0.24% of portfolio
|
Q2 2025
Added 3.03%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
10,077
shares
|
$247,994
0.0% of portfolio
|
Q2 2025
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
6,978
shares
|
$171,728
0.0% of portfolio
|
Q2 2025
Reduced 40.92%
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
6,525
shares
|
$160,580
0.08% of portfolio
|
Q2 2025
Added 21.06%
|