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 233 institutions that hold shares in the stock, with a total of 95.9 Million shares, which have been reported (via 13F filing form) to have a value of $5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
20,114
shares
|
$1.05 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Cambridge Associates LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
20,000
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
19,452
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 19.58%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
19,220
shares
|
$1 Million
0.85% of portfolio
|
Q1 2025
Reduced 17.94%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
18,598
shares
|
$969,327
0.26% of portfolio
|
Q2 2025
Reduced 13.96%
|
|
|
Berkeley Capital Partners, LLC
|
Jul 30, 2025 Q2 2025 |
18,540
shares
|
$966,304
0.24% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
18,420
shares
|
$960,050
0.01% of portfolio
|
Q2 2025
Reduced 82.49%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
18,035
shares
|
$939,984
0.0% of portfolio
|
Q3 2025
Added 131.01%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
17,628
shares
|
$918,771
0.0% of portfolio
|
Q2 2025
Added 84.3%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
17,248
shares
|
$898,965
0.27% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
16,796
shares
|
$875,407
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
16,637
shares
|
$867,120
0.46% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
15,966
shares
|
$832,147
0.01% of portfolio
|
Q3 2025
Added 13.82%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
15,500
shares
|
$807,860
0.24% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
14,532
shares
|
$757,407
0.01% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
14,275
shares
|
$744,013
0.14% of portfolio
|
Q2 2025
Reduced 51.24%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
14,032
shares
|
$731,347
0.0% of portfolio
|
Q2 2025
Reduced 28.56%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
13,160
shares
|
$685,899
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
12,698
shares
|
$661,819
0.01% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Oct 21, 2025 Q3 2025 |
11,917
shares
|
$621,114
0.35% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
11,169
shares
|
$582,128
0.01% of portfolio
|
Q2 2025
Reduced 24.98%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
10,436
shares
|
$543,924
0.32% of portfolio
|
Q2 2025
Reduced 7.05%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
9,806
shares
|
$511,088
0.04% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Main Street Research LLC
Sausalito, CA |
Aug 05, 2025 Q2 2025 |
9,454
shares
|
$492,742
0.03% of portfolio
|
Q2 2025
Added 45.33%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
9,442
shares
|
$492,117
0.0% of portfolio
|
Q2 2025
Added 36.58%
|