iShares Investment Grade SYSIGEBETF
13F holders, Q2 2024 (June 30)203holders +104
111new positions
9sold out
$43.89avg. 13F price*
At the end of Q2 2024, 203 institutions reported holding iShares Investment Grade SYS (IGEB) in their 13F filings, up 104 from Q1 2024. 111 opened new positions and 9 sold out. The largest holders were Envestnet Asset Management Inc. ($287.8M), LPL Financial LLC ($94.5M) and BlackRock Inc. ($63.0M).
- Company
- iShares Investment Grade SYS
- CUSIP
- 46435G219
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 111 | $116.9M |
| Exits | 9 | $3.7M |
All 13F filers, Q1 2024 → Q2 2024: 17,635,894 shares bought and 224,406 shares sold, net +17,411,488 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 203 holders
| Envestnet Asset Management Inc. | 0.10% | Add +450.0% | 6,488,594 | $287.8M |
| LPL Financial LLC | 0.05% | Add +187.8% | 2,131,417 | $94.5M |
| BlackRock Inc. | 0.00% | Add +5773.0% | 1,420,854 | $63.0M |
| State of New Jersey Common Pension Fund D | 0.23% | Add +113.1% | 1,171,932 | $52.0M |
| Cwm, LLC | 0.21% | Add +2.1% | 1,010,995 | $44.8M |
| Bank of America Corp. | 0.00% | Add +74.6% | 891,654 | $39.6M |
| OneDigital Investment Advisors LLC | 0.48% | Add +143.2% | 874,569 | $38.8M |
| Hennion & Walsh Asset Management, Inc. | 1.96% | Add +16.1% | 859,667 | $38.1M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Add +1596.6% | 811,085 | $36.0M |
| Ameriprise Financial Inc. | 0.01% | Add +59.3% | 752,336 | $33.4M |
| JPMorgan Chase & Co. | 0.00% | Add +2090.6% | 742,518 | $32.9M |
| Janney Montgomery Scott LLC | 0.08% | Add +55.3% | 612,393 | $27.2M |
| MML Investors Services, LLC | 0.11% | Add +83.5% | 608,849 | $27.0M |
| Cetera Investment Advisers | 0.06% | Add +323.2% | 557,939 | $24.8M |
| United Capital Financial Advisors, LLC | 0.21% | Add +111.8% | 544,265 | $24.1M |
| Stratos Investment Management, LLC | 1.78% | Add +79.3% | 484,961 | $21.5M |
| Morgan Stanley | 0.00% | Add +1490.3% | 481,296 | $21.4M |
| Waller Financial Planning Group, Inc. | 5.71% | Add +1.1% | 479,341 | $21.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +27.8% | 408,776 | $18.1M |
| IHT Wealth Management, LLC | 0.67% | New | 404,050 | $17.9M |
| Park Avenue Securities LLC | 0.19% | Add +982.3% | 351,235 | $15.6M |
| Royal Bank of Canada | 0.00% | Add +7.0% | 340,587 | $15.1M |
| Bank of New York Mellon Corp | 0.00% | Add +254.6% | 318,954 | $14.1M |
| Private Advisor Group, LLC | 0.09% | Add +24.1% | 303,150 | $13.4M |
| Ameliora Wealth Management Ltd. | 5.91% | Add +3.2% | 293,270 | $13.0M |
| Betterment LLC | 0.03% | Add +34.6% | 277,375 | $12.3M |
| Stifel Financial Corp. | 0.01% | Add +91.0% | 217,673 | $9.7M |
| DORVAL Corp | 4.20% | Add +5.7% | 215,172 | $9.5M |
| NewEdge Advisors, LLC | 0.05% | Add +1038.3% | 169,546 | $7.5M |
| McGlone Suttner Wealth Management, Inc. | 1.25% | Reduce -37.8% | 133,954 | $6.1M |
| Foundations Investment Advisors, LLC | 0.13% | New | 116,286 | $5.2M |
| Geneos Wealth Management Inc. | 0.23% | Reduce -0.5% | 114,857 | $5.1M |
| Vantage Financial Partners Ltd., Inc. | 1.23% | New | 111,753 | $5.0M |
| Systelligence, LLC | 1.10% | Add +1.5% | 93,574 | $4.2M |
| Kelly Financial Services LLC | 1.39% | New | 87,695 | $3.9M |
| US Bancorp \de | 0.01% | New | 83,347 | $3.7M |
| Truist Financial Corp. | 0.01% | New | 79,934 | $3.5M |
| SteelPeak Wealth, LLC | 0.16% | New | 75,313 | $3.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +61.4% | 73,226 | $3.2M |
| Atria Wealth Solutions, Inc. | 0.04% | New | 72,752 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Add +63.0% | 72,451 | $3.2M |
| Alera Investment Advisors, LLC | 0.38% | New | 70,543 | $3.1M |
| CPA Asset Management Group, LLC | 1.44% | Add +92.2% | 60,509 | $2.7M |
| Atria Investments, Inc | 0.03% | Add +90.2% | 59,640 | $2.6M |
| Prudential Financial Inc. | 0.00% | Add +305.5% | 59,264 | $2.6M |
| Tennessee Valley Asset Management Partners | 0.48% | Add +4.9% | 57,588 | $2.6M |
| CreativeOne Wealth, LLC | 0.12% | New | 53,671 | $2.4M |
| TSA Wealth Managment LLC | 0.98% | New | 52,059 | $2.3M |
| Shared Vision Wealth Group LLC | 1.27% | Add +836.4% | 49,388 | $2.2M |
| Advisory Services Network, LLC | 0.04% | Add +11.8% | 48,607 | $2.2M |
| Dohj, LLC | 0.54% | Add +40.8% | 48,407 | $2.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 45,302 | $2.0M |
| CFS Investment Advisory Services, LLC | 0.16% | New | 44,639 | $2.0M |
| Buffington Mohr McNeal | 0.34% | Add +3.6% | 43,514 | $1.9M |
| ORG Partners LLC | 0.24% | New | 43,732 | $1.9M |
| Harbour Investments, Inc. | 0.06% | Add +3.3% | 43,248 | $1.9M |
| Ascent Group, LLC | 0.15% | Add +79.4% | 41,262 | $1.8M |
| Sharkey, Howes & Javer | 0.29% | New | 40,188 | $1.8M |
| Trek Financial, LLC | 0.14% | New | 39,840 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -1.7% | 39,720 | $1.8M |
| FreeGulliver LLC | 1.20% | Add +522.9% | 39,504 | $1.8M |
| Tidemark, LLC | 0.79% | New | 38,677 | $1.7M |
| Sigma Planning Corp | 0.05% | Add +1.9% | 37,781 | $1.7M |
| Dynasty Wealth Management, LLC | 0.05% | New | 36,776 | $1.6M |
| Horst & Graben Wealth Management LLC | 0.31% | New | 36,203 | $1.6M |
| PAX Financial Group, LLC | 0.31% | New | 35,831 | $1.6M |
| Icon Wealth Advisors, LLC | 0.13% | Add +889.9% | 33,429 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | New | 33,049 | $1.5M |
| High Falls Advisors, Inc | 0.35% | New | 32,761 | $1.5M |
| Altus Wealth Management, LLC | 0.70% | Add +1.3% | 32,603 | $1.4M |
| Summit X, LLC | 0.31% | New | 31,345 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +887.9% | 30,773 | $1.4M |
| Perigon Wealth Management, LLC | 0.04% | New | 30,755 | $1.4M |
| AE Wealth Management LLC | 0.01% | New | 30,353 | $1.3M |
| Liberty Wealth Management LLC | 0.24% | New | 38,251 | $1.3M |
| Global Retirement Partners, LLC | 0.04% | Add +28189.5% | 29,704 | $1.3M |
| Invst, LLC | 0.14% | New | 29,589 | $1.3M |
| Concourse Financial Group Securities, Inc. | 0.08% | Add +7031.9% | 29,241 | $1.3M |
| Founders Financial Securities LLC | 0.12% | Add +58.1% | 28,345 | $1.3M |
| True Vision MN LLC | 0.79% | New | 27,266 | $1.2M |
| Security Financial Services, INC. | 0.26% | New | 27,064 | $1.2M |
| Simplicity Wealth,LLC | 0.03% | New | 26,830 | $1.2M |
| Bay Harbor Wealth Management, LLC | 0.41% | New | 26,446 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | New | 25,896 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | New | 25,896 | $1.1M |
| SigFig Wealth Management, LLC | 0.04% | New | 25,492 | $1.1M |
| Breakwater Capital Group | 0.26% | New | 25,334 | $1.1M |
| Farther Finance Advisors, LLC | 0.05% | Add +1341.5% | 24,058 | $1.1M |
| Convergence Financial, LLC | 0.28% | New | 23,748 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +172.2% | 23,616 | $1.0M |
| Swmg, LLC | 0.46% | Reduce -17.2% | 23,352 | $1.0M |
| Raymond James & Associates | 0.00% | Add +262.3% | 23,340 | $1.0M |
| Brookstone Capital Management | 0.02% | New | 22,601 | $1.0M |
| MA Private Wealth | 0.20% | New | 22,820 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | New | 22,203 | $985K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | New | 21,975 | $975K |
| WealthShield Partners, LLC | 0.14% | New | 21,056 | $934K |
| Equitable Holdings, Inc. | 0.01% | New | 21,037 | $933K |
| Wealth Management Associates, Inc. | 0.42% | No change | 20,115 | $892K |
| Scarborough Advisors, LLC | 0.37% | New | 20,032 | $889K |
"% of holder's portfolio" is IGEB's weight in each manager's 13F, not the share of iShares Investment Grade SYS the manager owns.