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 45 institutions that hold shares in the stock, with a total of 1.79 Million shares, which have been reported (via 13F filing form) to have a value of $43.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
472,798
shares
|
$11.5 Million
0.0% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 15, 2025 Q3 2025 |
371,564
shares
|
$9.07 Million
3.16% of portfolio
|
Q3 2025
Added 39.56%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
241,768
shares
|
$5.9 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
140,400
shares
|
$3.43 Million
0.16% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
135,389
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
104,562
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
31,198
shares
|
$761,543
0.01% of portfolio
|
Q3 2025
Added 32.12%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
30,825
shares
|
$752,438
0.02% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
24,012
shares
|
$586,132
0.01% of portfolio
|
Q3 2025
Added 105.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
23,084
shares
|
$563,480
0.0% of portfolio
|
Q3 2025
Added 81.04%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
23,014
shares
|
$561,771
0.0% of portfolio
|
Q3 2025
Reduced 10.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,998
shares
|
$561,381
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
19,823
shares
|
$483,879
0.0% of portfolio
|
Q3 2025
Reduced 32.57%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
16,440
shares
|
$401,300
0.0% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
15,959
shares
|
$389,559
0.0% of portfolio
|
Q3 2025
Reduced 15.92%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
13,920
shares
|
$339,787
0.0% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
11,710
shares
|
$285,841
0.01% of portfolio
|
Q2 2025
Reduced 23.46%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Nov 13, 2025 Q3 2025 |
11,299
shares
|
$275,808
0.23% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
11,034
shares
|
$269,339
0.0% of portfolio
|
Q3 2025
Reduced 9.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
10,077
shares
|
$245,979
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
9,294
shares
|
$226,866
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
8,645
shares
|
$211,024
0.06% of portfolio
|
Q3 2025
Added 223.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
8,520
shares
|
$207,973
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
7,319
shares
|
$178,656
0.0% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
5,568
shares
|
$135,914
0.0% of portfolio
|
Q3 2023
Reduced 29.58%
|
|