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 207 institutions that hold shares in the stock, with a total of 37.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
36,275
shares
|
$1.84 Million
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
34,520
shares
|
$1.75 Million
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
33,922
shares
|
$1.72 Million
0.11% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
33,552
shares
|
$1.7 Million
0.47% of portfolio
|
Q3 2024
Added 262.76%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
31,755
shares
|
$1.61 Million
0.4% of portfolio
|
Q3 2024
Added 31.46%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
31,500
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
30,471
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2024
Added 17.49%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
29,643
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
28,888
shares
|
$1.46 Million
0.14% of portfolio
|
Q3 2024
Added 16.19%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
28,408
shares
|
$1.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,546
shares
|
$1.4 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
27,115
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Added 18.03%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
25,360
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2024
Added 50.6%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
25,000
shares
|
$1.27 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
24,308
shares
|
$1.23 Million
0.36% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
23,580
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
21,540
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Nov 20, 2024 Q3 2024 |
21,416
shares
|
$1.08 Million
0.75% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
19,705
shares
|
$998,058
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
19,097
shares
|
$967,263
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
18,932
shares
|
$958,905
0.04% of portfolio
|
Q3 2024
Reduced 15.48%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
18,593
shares
|
$941,735
0.29% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
18,253
shares
|
$924,514
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,136
shares
|
$918,588
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
17,248
shares
|
$873,611
0.03% of portfolio
|
Q3 2024
Reduced 8.37%
|