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 39 institutions that hold shares in the stock, with a total of 2.02 Million shares, which have been reported (via 13F filing form) to have a value of $48.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
5,390
shares
|
$129,413
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,450
shares
|
$106,844
0.0% of portfolio
|
Q4 2024
Added 117.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,060
shares
|
$49,460
0.0% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,473
shares
|
$35,366
0.0% of portfolio
|
Q1 2025
Reduced 81.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,096
shares
|
$26,314
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
598
shares
|
$14,357
0.01% of portfolio
|
Q1 2024
Added 1.87%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
447
shares
|
$10,732
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
359
shares
|
$8,619
0.0% of portfolio
|
Q1 2025
Added 201.68%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
294
shares
|
$7,058
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
240
shares
|
$5,762
0.0% of portfolio
|
Q4 2024
Reduced 23.57%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
109
shares
|
$2,617
0.0% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
61
shares
|
$1,464
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1
shares
|
$24
0.0% of portfolio
|
Q4 2024
Reduced 99.96%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|