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 38 institutions that hold shares in the stock, with a total of 1.67 Million shares, which have been reported (via 13F filing form) to have a value of $40.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
472,620
shares
|
$11.5 Million
4.29% of portfolio
|
Q3 2024
Reduced 54.75%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
444,276
shares
|
$10.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 27.77%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
240,838
shares
|
$5.86 Million
0.42% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
92,266
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2024
Added 145.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
88,540
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
46,992
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Added 30.96%
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
30,138
shares
|
$733,860
0.02% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
29,711
shares
|
$723,462
0.01% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
25,738
shares
|
$626,720
0.03% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
24,698
shares
|
$601,396
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
|
$560,001
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
21,130
shares
|
$514,515
0.0% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
15,962
shares
|
$388,674
0.0% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
13,158
shares
|
$320,397
0.0% of portfolio
|
Q2 2024
Added 18.95%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
12,413
shares
|
$302,256
0.01% of portfolio
|
Q1 2024
Reduced 4.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
12,386
shares
|
$301,599
0.01% of portfolio
|
Q2 2024
Added 22.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
11,806
shares
|
$287,476
0.0% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
11,660
shares
|
$283,921
0.0% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
11,143
shares
|
$271,332
0.01% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
10,304
shares
|
$250,902
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
8,606
shares
|
$209,556
0.0% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
8,544
shares
|
$208,046
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
5,568
shares
|
$135,580
0.0% of portfolio
|
Q3 2023
Reduced 29.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,484
shares
|
$60,485
0.0% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
2,060
shares
|
$50,161
0.0% of portfolio
|
Q1 2024
Reduced 0.48%
|