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 44 institutions that hold shares in the stock, with a total of 1.65 Million shares, which have been reported (via 13F filing form) to have a value of $40.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
4,692
shares
|
$114,531
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
4,001
shares
|
$97,664
0.0% of portfolio
|
Q3 2025
Reduced 10.09%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,463
shares
|
$84,531
0.0% of portfolio
|
Q3 2025
Added 135.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,060
shares
|
$50,284
0.0% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
1,501
shares
|
$36,639
0.0% of portfolio
|
Q4 2025
Added 11.1%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
854
shares
|
$20,846
0.0% of portfolio
|
Q3 2025
Reduced 97.56%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
598
shares
|
$14,597
0.01% of portfolio
|
Q1 2024
Added 1.87%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
371
shares
|
$9,056
0.0% of portfolio
|
Q4 2025
Added 1.09%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
294
shares
|
$7,176
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
207
shares
|
$5,052
0.0% of portfolio
|
Q3 2025
Reduced 13.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
186
shares
|
$4,540
0.0% of portfolio
|
Q2 2025
Added 18500.0%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
151
shares
|
$3,685
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
134
shares
|
$3,270
0.0% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
61
shares
|
$1,489
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
28
shares
|
$683
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
Jan 26, 2026 Q4 2025 |
4
shares
|
$97
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
1
shares
|
$24
0.0% of portfolio
|
Q4 2025
Reduced 99.01%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|