Institutional Ownership Ishares 10+ Year Investment Gr (IGLB)
This table provides information about the institutional ownership of Ishares 10+ Year Investment Gr (IGLB). We have compiled data on the 240 institutions that hold shares in the stock, with a total of 43.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
146,298
shares
|
$7.22 Million
0.34% of portfolio
|
Q1 2025
Added 12.59%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
141,786
shares
|
$7 Million
0.71% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
141,270
shares
|
$6.97 Million
0.01% of portfolio
|
Q1 2025
Added 52.86%
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
134,333
shares
|
$6.63 Million
3.78% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
133,734
shares
|
$6.6 Million
0.03% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
118,418
shares
|
$5.84 Million
3.64% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
118,038
shares
|
$5.83 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
105,879
shares
|
$5.23 Million
0.09% of portfolio
|
Q2 2023
Reduced 0.14%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
105,193
shares
|
$5.19 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
99,700
shares
|
$4.92 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
98,524
shares
|
$4.86 Million
4.28% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
94,594
shares
|
$4.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.67%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
75,935
shares
|
$3.75 Million
0.85% of portfolio
|
Q1 2025
Added 15.94%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
75,664
shares
|
$3.73 Million
0.02% of portfolio
|
Q1 2025
Added 20.86%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
75,466
shares
|
$3.72 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
74,288
shares
|
$3.67 Million
2.3% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
72,870
shares
|
$3.6 Million
0.0% of portfolio
|
Q1 2025
Added 47.77%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
72,113
shares
|
$3.56 Million
1.42% of portfolio
|
Q4 2022
Added 10.36%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
64,559
shares
|
$3.19 Million
0.03% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
59,018
shares
|
$2.91 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
55,793
shares
|
$2.75 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
54,598
shares
|
$2.69 Million
0.13% of portfolio
|
Q1 2025
Added 11794.99%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
53,375
shares
|
$2.63 Million
0.14% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
49,530
shares
|
$2.44 Million
0.29% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
48,693
shares
|
$2.4 Million
1.86% of portfolio
|
Q3 2023
New holding
|