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 1.84 Million shares, which have been reported (via 13F filing form) to have a value of $44.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
467,567
shares
|
$11.3 Million
0.0% of portfolio
|
Q1 2025
Added 66.88%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
266,246
shares
|
$6.45 Million
2.66% of portfolio
|
Q2 2025
Reduced 32.62%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
242,008
shares
|
$5.86 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
140,111
shares
|
$3.39 Million
0.18% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
132,985
shares
|
$3.22 Million
0.0% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
106,600
shares
|
$2.58 Million
0.0% of portfolio
|
Q1 2025
Added 126.07%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
35,051
shares
|
$849,285
0.05% of portfolio
|
Q2 2025
Reduced 11.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
33,144
shares
|
$803,079
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
30,555
shares
|
$740,347
0.02% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
25,818
shares
|
$625,570
0.0% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
23,614
shares
|
$572,167
0.01% of portfolio
|
Q2 2025
Added 50.95%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
22,998
shares
|
$557,241
0.0% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
18,980
shares
|
$459,885
0.0% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
16,963
shares
|
$411,013
0.0% of portfolio
|
Q2 2025
Added 9.22%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
13,970
shares
|
$338,493
0.0% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
12,751
shares
|
$308,956
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
12,026
shares
|
$291,389
0.0% of portfolio
|
Q1 2025
Added 41.95%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
11,710
shares
|
$283,733
0.01% of portfolio
|
Q2 2025
Reduced 23.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
11,698
shares
|
$283,442
0.0% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Aug 11, 2025 Q2 2025 |
10,732
shares
|
$260,036
0.24% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
10,077
shares
|
$244,165
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
9,260
shares
|
$224,369
0.0% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
6,978
shares
|
$169,076
0.0% of portfolio
|
Q2 2025
Reduced 40.92%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
6,525
shares
|
$158,100
0.08% of portfolio
|
Q2 2025
Added 21.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
5,568
shares
|
$134,912
0.0% of portfolio
|
Q3 2023
Reduced 29.58%
|