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

050100150200250 Q1 2024: 99Q1 2024Q2 2024: 203Q2 2024Q3 2024: 232Q3 2024Q4 2024: 175Q4 2024Q1 2025: 155Q1 2025Q2 2025: 179Q2 2025Q3 2025: 181Q3 2025Q4 2025: 191Q4 2025Q1 2026: 180Q1 2026Q2 2026: 189Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions111$116.9M
Exits9$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
U.S. Capital Wealth Advisors, LLC 0.03% New 18,059 $801K
RFG Advisory, LLC 0.03% Reduce -71.2% 17,837 $791K
Cyndeo Wealth Partners, LLC 0.06% Add +145.3% 17,581 $780K
Apollon Wealth Management, LLC 0.02% Add +33.2% 16,904 $750K
JB Capital LLC 0.05% New 16,727 $742K
Spectrum Wealth Counsel, LLC 0.09% Add +300.5% 16,636 $738K
Lion Street Advisors, LLC 0.26% Reduce -8.2% 16,092 $714K
ShoreHaven Wealth Partners, LLC 0.37% New 16,022 $711K
Cobblestone Asset Management LLC 0.42% New 14,761 $655K
Stone House Investment Management, LLC 0.17% New 14,717 $653K
Two West Capital Advisors LLC 0.61% — 14,479 $642K
BCGM Wealth Management, LLC 0.22% New 14,459 $641K
Mariner, LLC 0.00% New 14,430 $640K
Morningstar Investment Services LLC 0.01% New 14,050 $626K
Goldman Sachs Group Inc. 0.00% Reduce -28.2% 13,892 $616K
Diversify Advisory Services, LLC 0.03% New 13,526 $603K
Snowden Capital Advisors LLC 0.02% New 13,602 $603K
HighTower Advisors, LLC 0.00% New 12,725 $564K
Braun-Bostich & Associates Inc. 0.41% New 12,559 $557K
Keystone Financial Services 0.22% New 12,212 $542K
B. Riley Wealth Advisors, Inc. 0.01% New 12,148 $539K
WCG Wealth Advisors LLC 0.04% New 11,997 $532K
Mosley Wealth Management 0.45% New 11,792 $523K
1620 Investment Advisors, Inc. 0.40% Add +12.9% 11,573 $513K
Detalus Advisors, LLC 0.18% New 11,533 $512K
Nations Financial Group Inc, /Ia/ 0.04% Reduce -2.6% 11,413 $506K
National Bank of Canada 0.00% Add +3.8% 11,233 $498K
Cypress Wealth Services, LLC 0.11% New 11,172 $496K
Regal Investment Advisors LLC 0.03% New 11,041 $490K
IFP Advisors, Inc 0.02% Add +5631.9% 10,604 $470K
Rothschild Wealth LLC 0.15% New 10,494 $466K
ONE Advisory Partners, LLC 0.21% New 10,039 $445K
Stratos Wealth Advisors, LLC 0.02% New 9,943 $441K
Alterna Wealth Management, Inc. 0.37% New 9,523 $422K
Baird Financial Group, Inc. 0.00% New 9,449 $419K
Vertex Planning Partners, LLC 0.10% Add +0.4% 9,030 $401K
Comerica Bank 0.00% Add +101.3% 8,825 $391K
First Horizon Advisors, Inc. 0.01% Add +1391.2% 8,142 $361K
Axxcess Wealth Management, LLC 0.01% Add +29.5% 8,045 $357K
Arkadios Wealth Advisors 0.02% New 7,734 $343K
Elevation Point Wealth Partners, LLC 0.03% New 7,470 $331K
Integrated Wealth Concepts LLC 0.00% New 7,231 $321K
Quadrant Private Wealth Management, LLC 0.07% New 7,089 $314K
Arete Wealth Advisors, LLC 0.02% New 6,756 $300K
Pettinga Financial Advisors LLC 0.07% New 6,751 $299K
Spirit of America Management Corp. 0.06% New 6,437 $286K
Caitlin John, LLC 0.21% No change 6,404 $284K
World Investment Advisors 0.02% New 6,251 $277K
Ashton Thomas Securities, LLC 0.06% — 5,889 $263K
Kraft, Davis & Associates, LLC 0.08% Add +5.4% 5,827 $262K
Maripau Wealth Management LLC 0.17% New 5,742 $255K
BOS Asset Management, LLC 0.12% New 5,620 $249K
Wealth Alliance, LLC 0.03% New 5,596 $248K
Fermata Advisors, LLC 0.06% New 5,519 $245K
Peapack Gladstone Financial Corp. 0.00% New 5,500 $244K
Capital Analysts, LLC 0.01% Add +2568.5% 5,337 $237K
BCU Wealth Advisors, LLC 0.17% New 5,211 $231K
Eagle Global Advisors LLC 0.01% New 5,200 $231K
Destiny Wealth Partners, LLC 0.04% Reduce -18.5% 5,155 $229K
Executive Wealth Management, LLC 0.04% New 5,119 $227K
Coldstream Capital Management Inc. 0.01% New 5,112 $227K
Csenge Advisory Group 0.01% New 4,986 $221K
Buttonwood Financial Group, LLC 0.13% New 5,020 $221K
Hoxton Planning & Management, LLC 0.10% New 4,846 $215K
TRUE Private Wealth Advisors 0.02% New 4,708 $209K
IFG Advisory, LLC 0.01% New 4,587 $204K
Trivium Point Advisory, LLC 0.03% New 4,554 $202K
Twin City Private Wealth, LLC 0.17% New 4,122 $183K
Tsfg, LLC 0.04% New 3,918 $174K
Wells Financial Advisors INC 0.11% New 3,628 $161K
Mercer Global Advisors Inc. 0.00% Add +4.2% 297,616 $153K
PNC Financial Services Group, Inc. 0.00% Add +62.9% 3,053 $135K
Phillips Financial Management, LLC 0.01% Reduce -18.3% 2,515 $112K
Private Trust Co. NA 0.01% Add +1033.0% 2,096 $93K
Spire Wealth Management 0.00% New 1,896 $84K
International Assets Investment Management, LLC 0.01% New 1,882 $83K
Oliver Lagore Vanvalin Investment Group 0.02% New 1,349 $60K
FinTrust Capital Advisors, LLC 0.01% New 1,330 $59K
AdvisorNet Financial, Inc 0.00% Add +386.6% 1,017 $45K
Aspire Private Capital, LLC 0.01% New 937 $42K
REAP Financial Group, LLC 0.01% No change 886 $39K
Park Place Capital Corp 0.01% New 861 $38K
Venturi Wealth Management, LLC 0.00% New 692 $31K
Principal Securities, Inc. 0.00% Add +487.6% 664 $29K
Cornerstone Planning Group LLC 0.01% New 640 $29K
UBS Group AG 0.00% New 600 $27K
New Republic Capital, LLC 0.01% New 576 $26K
Gilliland Jeter Wealth Management LLC 0.01% New 569 $25K
Glass Jacobson Investment Advisors llc 0.01% Add +1.3% 530 $24K
Avior Wealth Management, LLC 0.00% No change 518 $23K
Cape Investment Advisory, Inc. 0.01% New 483 $21K
Continuum Advisory, LLC 0.00% Add +20.1% 412 $18K
CoreCap Advisors, LLC 0.00% Add +34.4% 363 $16K
GPS Wealth Strategies Group, LLC 0.00% No change 300 $13K
Wells Fargo & Company 0.00% New 284 $13K
Raleigh Capital Management Inc. 0.01% New 266 $12K
Ashton Thomas Private Wealth, LLC 0.00% New 230 $10K
EverSource Wealth Advisors, LLC 0.00% New 179 $8K
Capital Investment Advisory Services, LLC 0.00% Add +1.7% 120 $5K
Opal Wealth Advisors, LLC 0.00% New 108 $5K
Sunbelt Securities, Inc. 0.00% Add +1.8% 58 $3K
Jones Financial Companies LLLP 0.00% New 14 $621
FMR LLC 0.00% Reduce -96.9% 2 $89

"% of holder's portfolio" is IGEB's weight in each manager's 13F, not the share of iShares Investment Grade SYS the manager owns.