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 37 institutions that hold shares in the stock, with a total of 1.48 Million shares, which have been reported (via 13F filing form) to have a value of $34.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
389,993
shares
|
$9.11 Million
3.55% of portfolio
|
Q4 2024
Reduced 17.48%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
280,188
shares
|
$6.55 Million
0.0% of portfolio
|
Q4 2024
Reduced 36.93%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
244,382
shares
|
$5.71 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
86,911
shares
|
$2.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
62,077
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2024
Added 32.1%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
58,822
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Added 97.98%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
47,154
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 357.63%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
33,529
shares
|
$783,572
0.03% of portfolio
|
Q4 2024
Added 30.27%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
30,460
shares
|
$711,850
0.02% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
27,891
shares
|
$651,812
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
24,193
shares
|
$565,390
0.03% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,998
shares
|
$537,463
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
18,730
shares
|
$437,720
0.0% of portfolio
|
Q4 2024
Reduced 11.36%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
15,644
shares
|
$365,600
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
15,531
shares
|
$362,959
0.0% of portfolio
|
Q1 2025
Reduced 92.08%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
13,595
shares
|
$317,715
0.0% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
12,964
shares
|
$302,968
0.0% of portfolio
|
Q1 2025
Added 19.04%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
12,413
shares
|
$290,091
0.01% of portfolio
|
Q1 2024
Reduced 4.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
11,812
shares
|
$276,046
0.01% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
11,376
shares
|
$265,857
0.01% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
9,640
shares
|
$225,286
0.0% of portfolio
|
Q1 2025
Reduced 16.1%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Feb 14, 2025 Q4 2024 |
9,383
shares
|
$219,280
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
8,606
shares
|
$201,122
0.0% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
8,472
shares
|
$197,990
0.0% of portfolio
|
Q4 2024
Reduced 90.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
8,036
shares
|
$187,801
0.0% of portfolio
|
Q4 2024
Reduced 5.95%
|