iShares Investment Grade SYSIGEBETF
13F holders, Q1 2024 (March 31)99holders
1famous investor
$44.84avg. 13F price*
At the end of Q1 2024, 99 institutions reported holding iShares Investment Grade SYS (IGEB) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($52.9M), Cwm, LLC ($44.4M) and LPL Financial LLC ($33.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Investment Grade SYS
- CUSIP
- 46435G219
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $59.9M |
| Exits | 7 | $5.1M |
Ownership 99 holders
| Envestnet Asset Management Inc. | 0.02% | Add +7.7% | 1,179,787 | $52.9M |
| Cwm, LLC | 0.22% | Reduce -8.7% | 989,938 | $44.4M |
| LPL Financial LLC | 0.02% | Add +31.9% | 740,513 | $33.2M |
| Hennion & Walsh Asset Management, Inc. | 1.77% | Add +3.5% | 740,203 | $33.2M |
| State of New Jersey Common Pension Fund D | 0.07% | New | 550,000 | $24.7M |
| Bank of America Corp. | 0.00% | Add +25.3% | 510,607 | $22.9M |
| Waller Financial Planning Group, Inc. | 5.66% | Add +0.8% | 473,950 | $21.3M |
| Ameriprise Financial Inc. | 0.01% | Add +108.2% | 472,201 | $21.2M |
| Janney Montgomery Scott LLC | 0.05% | Add +2288.6% | 394,339 | $17.7M |
| OneDigital Investment Advisors LLC | 0.25% | Add +15.1% | 359,690 | $16.1M |
| MML Investors Services, LLC | 0.06% | Add +0.1% | 331,730 | $14.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +34.6% | 319,758 | $14.3M |
| Royal Bank of Canada | 0.00% | Add +2740.2% | 318,326 | $14.3M |
| Mercer Global Advisors Inc. | 0.04% | New | 285,640 | $12.8M |
| Ameliora Wealth Management Ltd. | 5.78% | Add +2.7% | 284,232 | $12.7M |
| Stratos Investment Management, LLC | 1.18% | New | 270,546 | $12.1M |
| United Capital Financial Advisors, LLC | 0.10% | Reduce -4.5% | 256,963 | $11.5M |
| Private Advisor Group, LLC | 0.08% | Add +12.8% | 244,185 | $11.0M |
| McGlone Suttner Wealth Management, Inc. | 1.81% | Add +60.9% | 215,481 | $9.7M |
| Betterment LLC | 0.02% | Add +2.0% | 206,139 | $9.2M |
| DORVAL Corp | 4.19% | Add +2.4% | 203,660 | $9.1M |
| Cetera Investment Advisers | 0.01% | Add +189.8% | 131,825 | $5.9M |
| Geneos Wealth Management Inc. | 0.24% | Add +813.4% | 115,456 | $5.2M |
| Stifel Financial Corp. | 0.01% | Add +7.6% | 113,957 | $5.1M |
| Systelligence, LLC | 1.08% | Reduce -0.5% | 92,189 | $4.1M |
| Bank of New York Mellon Corp | 0.00% | Add +120.4% | 89,958 | $4.0M |
| RFG Advisory, LLC | 0.09% | Add +7.7% | 61,964 | $2.8M |
| Tennessee Valley Asset Management Partners | 0.60% | New | 54,897 | $2.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -1.1% | 47,807 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 45,359 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +3.8% | 44,457 | $2.0M |
| Advisory Services Network, LLC | 0.04% | Add +11.9% | 43,493 | $2.0M |
| Buffington Mohr McNeal | 0.34% | Add +11.8% | 42,020 | $1.9M |
| Harbour Investments, Inc. | 0.07% | New | 41,867 | $1.9M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +121.5% | 40,401 | $1.8M |
| Sigma Planning Corp | 0.05% | Add +282.9% | 37,084 | $1.7M |
| Dohj, LLC | 0.41% | Add +3.0% | 34,376 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +290.0% | 33,895 | $1.5M |
| Park Avenue Securities LLC | 0.02% | Add +35.1% | 32,452 | $1.5M |
| Altus Wealth Management, LLC | 0.76% | Reduce -2.3% | 32,191 | $1.4M |
| CPA Asset Management Group, LLC | 0.79% | Add +34.6% | 31,490 | $1.4M |
| Atria Investments, Inc | 0.02% | New | 31,364 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +13.4% | 30,874 | $1.4M |
| Morgan Stanley | 0.00% | Add +5055.7% | 30,264 | $1.4M |
| Swmg, LLC | 0.57% | New | 28,214 | $1.3M |
| BlackRock Inc. | 0.00% | Reduce -5.3% | 24,193 | $1.1M |
| Ascent Group, LLC | 0.09% | Add +2.9% | 22,999 | $1.0M |
| Nwam LLC | 0.08% | Add +11.7% | 22,399 | $989K |
| Wealth Management Associates, Inc. | 0.42% | Add +4.0% | 20,115 | $892K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -83.4% | 19,350 | $868K |
| Founders Financial Securities LLC | 0.08% | Add +74.3% | 17,924 | $804K |
| Lion Street Advisors, LLC | 0.32% | No change | 17,521 | $793K |
| Comprehensive Wealth Management, LLC | 0.53% | Add +32.6% | 15,073 | $676K |
| NewEdge Advisors, LLC | 0.01% | Reduce -10.4% | 14,894 | $668K |
| Prudential Financial Inc. | 0.00% | Add +3.8% | 14,614 | $655K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -1.8% | 12,692 | $569K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +109.5% | 11,721 | $526K |
| National Bank of Canada | 0.00% | Add +8.8% | 10,826 | $476K |
| 1620 Investment Advisors, Inc. | 0.46% | Add +14.3% | 10,247 | $460K |
| Vertex Planning Partners, LLC | 0.11% | New | 8,996 | $403K |
| Synergy Asset Management, LLC | 0.07% | New | 8,906 | $399K |
| Kestra Advisory Services, LLC | 0.00% | Add +71.8% | 8,676 | $389K |
| Cyndeo Wealth Partners, LLC | 0.03% | New | 7,168 | $321K |
| Raymond James & Associates | 0.00% | New | 6,443 | $289K |
| Caitlin John, LLC | 0.22% | New | 6,404 | $287K |
| FreeGulliver LLC | 0.25% | New | 6,342 | $284K |
| Destiny Wealth Partners, LLC | 0.05% | No change | 6,327 | $284K |
| Axxcess Wealth Management, LLC | 0.01% | New | 6,213 | $279K |
| Kraft, Davis & Associates, LLC | 0.07% | Add +1.9% | 5,530 | $244K |
| Shared Vision Wealth Group LLC | 0.15% | New | 5,274 | $237K |
| Citadel Advisors | 0.00% | New | 4,693 | $210K |
| Comerica Bank | 0.00% | No change | 4,384 | $197K |
| Spectrum Wealth Counsel, LLC | 0.02% | New | 4,154 | $186K |
| Icon Wealth Advisors, LLC | 0.01% | New | 3,377 | $151K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 3,115 | $140K |
| Phillips Financial Management, LLC | 0.01% | No change | 3,080 | $138K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -24.6% | 1,874 | $84K |
| Farther Finance Advisors, LLC | 0.00% | Add +36.1% | 1,669 | $74K |
| ICA Group Wealth Management, LLC | 0.01% | Add +5.6% | 1,286 | $58K |
| REAP Financial Group, LLC | 0.01% | New | 886 | $40K |
| First Horizon Advisors, Inc. | 0.00% | Add +2.1% | 546 | $24K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.8% | 523 | $23K |
| Avior Wealth Management, LLC | 0.00% | New | 518 | $23K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 410 | $18K |
| Continuum Advisory, LLC | 0.00% | New | 343 | $15K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 300 | $13K |
| CoreCap Advisors, LLC | 0.00% | New | 270 | $12K |
| AdvisorNet Financial, Inc | 0.00% | No change | 209 | $9K |
| Capital Analysts, LLC | 0.00% | No change | 200 | $9K |
| Private Trust Co. NA | 0.00% | New | 185 | $8K |
| IFP Advisors, Inc | 0.00% | New | 185 | $8K |
| City State Bank | 0.00% | New | 161 | $7K |
| GoalVest Advisory LLC | 0.00% | No change | 156 | $7K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.8% | 118 | $5K |
| Principal Securities, Inc. | 0.00% | Reduce -29.4% | 113 | $5K |
| Global Retirement Partners, LLC | 0.00% | Reduce -64.3% | 105 | $5K |
| ESL Trust Services, LLC | 0.00% | New | 67 | $3K |
| FMR LLC | 0.00% | Add +3.2% | 65 | $3K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.8% | 57 | $3K |
"% of holder's portfolio" is IGEB's weight in each manager's 13F, not the share of iShares Investment Grade SYS the manager owns.