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 205 institutions that hold shares in the stock, with a total of 37.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
16,863
shares
|
$853,773
0.01% of portfolio
|
Q3 2024
Added 16.5%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
16,635
shares
|
$842,230
0.24% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
16,443
shares
|
$832,509
0.0% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
15,478
shares
|
$783,651
0.05% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
15,154
shares
|
$767,247
0.21% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
15,025
shares
|
$760,715
0.0% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 05, 2024 Q3 2024 |
14,660
shares
|
$742,235
0.64% of portfolio
|
Q1 2024
Added 5.18%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
14,088
shares
|
$713,275
0.05% of portfolio
|
Q3 2024
Reduced 28.66%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
13,329
shares
|
$674,847
0.02% of portfolio
|
Q3 2024
Reduced 52.44%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
12,426
shares
|
$629,128
0.01% of portfolio
|
Q3 2024
Added 12.37%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
11,752
shares
|
$595,003
0.01% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
11,173
shares
|
$565,688
0.01% of portfolio
|
Q3 2024
Added 36.42%
|
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
10,044
shares
|
$508,527
0.19% of portfolio
|
Q3 2024
Added 60.5%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
9,625
shares
|
$487,313
0.0% of portfolio
|
Q3 2024
Reduced 35.3%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
9,577
shares
|
$484,883
0.32% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
9,354
shares
|
$473,593
0.03% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
8,934
shares
|
$452,328
0.13% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
8,845
shares
|
$447,822
0.03% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
8,729
shares
|
$441,949
0.04% of portfolio
|
Q3 2024
Reduced 33.59%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
8,131
shares
|
$411,672
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
8,114
shares
|
$410,811
0.04% of portfolio
|
Q3 2024
Reduced 34.58%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
7,207
shares
|
$364,890
0.05% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
6,972
shares
|
$352,992
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
6,573
shares
|
$332,790
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
6,474
shares
|
$327,778
0.28% of portfolio
|
Q3 2024
Reduced 0.77%
|