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 40 institutions that hold shares in the stock, with a total of 1.62 Million shares, which have been reported (via 13F filing form) to have a value of $39.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
444,276
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 27.77%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 17, 2025 Q4 2024 |
389,993
shares
|
$9.61 Million
3.55% of portfolio
|
Q4 2024
Reduced 17.48%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
249,772
shares
|
$6.15 Million
0.41% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
92,266
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2024
Added 145.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
88,540
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
46,992
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 30.96%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
33,529
shares
|
$825,819
0.03% of portfolio
|
Q4 2024
Added 30.27%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
30,292
shares
|
$746,091
0.02% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
29,711
shares
|
$731,781
0.01% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
24,698
shares
|
$608,311
0.03% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,998
shares
|
$566,440
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
21,130
shares
|
$520,431
0.0% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
15,962
shares
|
$393,144
0.0% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
13,158
shares
|
$324,081
0.0% of portfolio
|
Q2 2024
Added 18.95%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
12,413
shares
|
$305,732
0.01% of portfolio
|
Q1 2024
Reduced 4.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
12,386
shares
|
$305,067
0.01% of portfolio
|
Q2 2024
Added 22.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
11,806
shares
|
$290,781
0.0% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
11,660
shares
|
$287,185
0.0% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
11,143
shares
|
$274,452
0.01% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
10,890
shares
|
$268,220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
10,304
shares
|
$253,787
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
8,606
shares
|
$211,965
0.0% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
8,544
shares
|
$210,438
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
5,568
shares
|
$137,139
0.0% of portfolio
|
Q3 2023
Reduced 29.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,484
shares
|
$61,180
0.0% of portfolio
|
Q3 2024
Reduced 1.39%
|