iShares Investment Grade SYSIGEBETF
13F holders, Q2 2026 (June 30)189holders +9
25new positions
14sold out
$44.94avg. 13F price*
At the end of Q2 2026, 189 institutions reported holding iShares Investment Grade SYS (IGEB) in their 13F filings, up 9 from Q1 2026. 25 opened new positions and 14 sold out. The largest holders were Envestnet Asset Management Inc. ($177.8M), LPL Financial LLC ($122.4M) and State of New Jersey Common Pension Fund D ($86.7M).
- Company
- iShares Investment Grade SYS
- CUSIP
- 46435G219
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $34.4M |
| Exits | 14 | $18.2M |
All 13F filers, Q1 2026 → Q2 2026: 4,375,913 shares bought and 1,610,828 shares sold, net +2,765,085 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 189 holders
| Envestnet Asset Management Inc. | 0.04% | Add +25.4% | 3,942,341 | $177.8M |
| LPL Financial LLC | 0.03% | Add +24.5% | 2,714,334 | $122.4M |
| State of New Jersey Common Pension Fund D | 0.30% | No change | 1,921,932 | $86.7M |
| Bank of America Corp. | 0.01% | Add +49.3% | 1,775,613 | $80.1M |
| Betterment LLC | 0.11% | Reduce -2.7% | 1,488,332 | $67.1M |
| Stratos Investment Management, LLC | 2.00% | Add +3.8% | 1,224,464 | $55.2M |
| Morgan Stanley | 0.00% | Add +9.6% | 1,177,849 | $53.1M |
| Hennion & Walsh Asset Management, Inc. | 1.11% | Add +10.0% | 861,241 | $38.9M |
| Equitable Holdings, Inc. | 0.23% | Add +17.0% | 854,122 | $38.5M |
| BlackRock, Inc. | 0.00% | Add +1.0% | 743,163 | $33.5M |
| Cetera Investment Advisers | 0.03% | Add +38.6% | 674,762 | $30.4M |
| MML Investors Services, LLC | 0.06% | Add +15.8% | 645,097 | $29.1M |
| OneDigital Investment Advisors LLC | 0.24% | Add +8.5% | 640,961 | $28.9M |
| Waller Financial Planning Group, Inc. | 5.80% | Add +1.9% | 624,286 | $28.2M |
| Merit Financial Group, LLC | 0.17% | Add +18.0% | 620,167 | $28.0M |
| Ameliora Wealth Management Ltd. | 5.76% | Add +1.2% | 429,861 | $19.4M |
| UBS Group AG | 0.00% | Add +8.5% | 429,772 | $19.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +3.3% | 428,103 | $19.3M |
| DORVAL Corp | 5.30% | Add +2.3% | 408,504 | $18.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -40.5% | 395,705 | $17.8M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +44.6% | 352,912 | $15.9M |
| Heck Capital Advisors, LLC | 0.73% | New | 269,354 | $12.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +35.2% | 259,326 | $11.7M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -2.6% | 258,003 | $11.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.15% | Reduce -22.0% | 255,722 | $11.5M |
| Kelly Financial Services LLC | 2.45% | Add +180.5% | 253,415 | $11.4M |
| JPMorgan Chase & Co. | 0.00% | Add +6.7% | 241,115 | $10.9M |
| BlueStem Wealth Partners, LLC | 1.02% | Reduce -16.2% | 226,998 | $10.2M |
| Assetmark, Inc. | 0.02% | Add +27.4% | 209,120 | $9.4M |
| Stifel Financial Corp. | 0.01% | Add +2.6% | 167,474 | $7.6M |
| Exchange Traded Concepts, LLC | 0.04% | Reduce -4.8% | 166,579 | $7.5M |
| Systelligence, LLC | 1.19% | New | 158,594 | $7.2M |
| NorthRock Partners, LLC | 0.10% | Reduce -12.3% | 153,630 | $6.9M |
| Diversify Advisory Services, LLC | 0.11% | New | 153,618 | $6.8M |
| Diversify Wealth Management, LLC | 0.11% | Add +22.4% | 153,618 | $6.8M |
| Breakwater Capital Group | 0.74% | Reduce -23.3% | 135,818 | $6.1M |
| Private Advisor Group, LLC | 0.03% | Reduce -60.8% | 133,936 | $6.0M |
| Park Avenue Securities LLC | 0.03% | Reduce -12.9% | 116,092 | $5.2M |
| Harbour Investments, Inc. | 0.07% | Reduce -0.3% | 115,238 | $5.2M |
| Hoese & Co LLP | 3.21% | Add +0.8% | 109,648 | $4.9M |
| Osaic Holdings, Inc. | 0.00% | Add +37.1% | 92,269 | $4.2M |
| Keystone Wealth Services, LLC | 0.77% | Add +5.5% | 91,376 | $4.1M |
| Accel Wealth Management | 0.89% | Reduce -1.3% | 88,009 | $4.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.19% | Add +47.2% | 84,783 | $3.8M |
| Lunt Capital Management, Inc. | 1.36% | Add +5.4% | 82,063 | $3.7M |
| JB Capital LLC | 0.12% | Add +40.6% | 78,514 | $3.5M |
| Jane Street Group, LLC | 0.00% | Add +125.8% | 73,457 | $3.3M |
| Trivium Point Advisory, LLC | 0.29% | New | 70,182 | $3.2M |
| Altus Wealth Management, LLC | 1.20% | Reduce -1.1% | 69,168 | $3.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +58.9% | 64,154 | $2.9M |
| Larch Capital Partners LLC | 0.41% | No change | 63,720 | $2.9M |
| Convergence Financial, LLC | 0.22% | Add +92.5% | 60,768 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -20.2% | 58,233 | $2.6M |
| Founders Financial Securities LLC | 0.12% | Add +3.8% | 53,365 | $2.4M |
| FreeGulliver LLC | 0.82% | Reduce -6.3% | 51,784 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -12.5% | 46,504 | $2.1M |
| Shared Vision Wealth Group LLC | 0.72% | Reduce -3.0% | 46,216 | $2.1M |
| Eagle Global Advisors LLC | 0.07% | Reduce -1.8% | 45,225 | $2.0M |
| Fermata Advisors, LLC | 0.41% | Reduce -24.4% | 45,087 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.02% | No change | 44,455 | $2.0M |
| Advisory Services Network, LLC | 0.02% | Reduce -1.7% | 43,496 | $2.0M |
| Dynasty Wealth Management, LLC | 0.01% | Add +4.5% | 42,428 | $1.9M |
| Farther Finance Advisors, LLC | 0.01% | Add +11.8% | 41,073 | $1.9M |
| Geneos Wealth Management Inc. | 0.03% | Add +1.0% | 36,993 | $1.7M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Add +21.8% | 36,631 | $1.7M |
| Sigma Planning Corp | 0.04% | Reduce -0.5% | 36,282 | $1.6M |
| RFG Advisory, LLC | 0.02% | Add +13.1% | 34,293 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.7% | 33,171 | $1.5M |
| Daybright Advisory Services, Inc. | 0.35% | Reduce -59.9% | 33,556 | $1.5M |
| Sagespring Wealth Partners, LLC | 0.02% | Add +2.7% | 31,016 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -6.4% | 29,605 | $1.3M |
| Modern Wealth Management, LLC | 0.02% | Add +195.9% | 29,133 | $1.3M |
| Keebeck Wealth Management | 0.13% | Add +7.7% | 29,035 | $1.3M |
| Advyzon Investment Management, LLC | 0.09% | New | 28,685 | $1.3M |
| Two West Capital Advisors LLC | 0.63% | Reduce -18.3% | 28,237 | $1.3M |
| ShoreHaven Wealth Partners, LLC | 0.39% | Add +2.6% | 27,411 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +14.3% | 27,331 | $1.2M |
| Wealth Management Associates, Inc. | 0.34% | Add +0.1% | 27,060 | $1.2M |
| Transamerica Financial Advisors, LLC | 0.10% | Add +6.6% | 26,717 | $1.2M |
| Forte Asset Management LLC | 0.45% | Add +5.8% | 24,440 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Add +3.4% | 24,203 | $1.1M |
| IFP Advisors, Inc | 0.02% | Reduce -71.5% | 23,187 | $1.0M |
| Paller Financial Services Inc | 0.75% | Add +3.6% | 22,255 | $1.0M |
| World Investment Advisors | 0.02% | Reduce -9.2% | 22,231 | $1.0M |
| National Bank of Canada | 0.00% | Reduce -13.1% | 21,075 | $951K |
| Invst, LLC | 0.09% | Add +29.9% | 20,573 | $928K |
| Tidemark, LLC | 0.21% | Reduce -20.1% | 20,540 | $927K |
| Mutual Advisors, LLC | 0.02% | Add +76.5% | 20,255 | $914K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +32.2% | 19,987 | $902K |
| Cadia Private Client LLC | 0.61% | Add +0.7% | 18,881 | $852K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -16.7% | 17,951 | $810K |
| HB Wealth Management, LLC | 0.00% | Reduce -16.4% | 17,864 | $806K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +35.8% | 17,022 | $768K |
| Icon Wealth Advisors, LLC | 0.05% | Reduce -17.5% | 16,889 | $762K |
| Madson Wealth Advisors Inc | 0.46% | Add +1.4% | 14,861 | $670K |
| Lockerman Financial Group, Inc. | 1.02% | Add +47.1% | 14,850 | $670K |
| PNC Financial Services Group, Inc. | 0.00% | Add +114.7% | 14,802 | $668K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -27.8% | 14,790 | $667K |
| HighTower Advisors, LLC | 0.00% | Add +14.6% | 14,430 | $651K |
| EFG International AG | 0.01% | Reduce -79.1% | 13,210 | $596K |
"% of holder's portfolio" is IGEB's weight in each manager's 13F, not the share of iShares Investment Grade SYS the manager owns.