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 40 institutions that hold shares in the stock, with a total of 1.76 Million shares, which have been reported (via 13F filing form) to have a value of $42.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,568
shares
|
$134,912
0.0% of portfolio
|
Q3 2023
Reduced 29.58%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
4,450
shares
|
$107,823
0.0% of portfolio
|
Q4 2024
Added 117.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
2,109
shares
|
$51,101
0.0% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,473
shares
|
$35,690
0.0% of portfolio
|
Q1 2025
Reduced 81.67%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
598
shares
|
$14,489
0.01% of portfolio
|
Q1 2024
Added 1.87%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
447
shares
|
$10,830
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
363
shares
|
$8,795
0.0% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
294
shares
|
$7,123
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
263
shares
|
$6,372
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
240
shares
|
$5,815
0.0% of portfolio
|
Q4 2024
Reduced 23.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
186
shares
|
$4,506
0.0% of portfolio
|
Q2 2025
Added 18500.0%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
146
shares
|
$3,537
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
61
shares
|
$1,478
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
53
shares
|
$1,284
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|