iShares Investment Grade SYSIGEBETF
13F holders, Q3 2024 (September 30)232holders +29
36new positions
7sold out
$46.62avg. 13F price*
At the end of Q3 2024, 232 institutions reported holding iShares Investment Grade SYS (IGEB) in their 13F filings, up 29 from Q2 2024. 36 opened new positions and 7 sold out. The largest holders were Envestnet Asset Management Inc. ($308.2M), LPL Financial LLC ($102.5M) and State of New Jersey Common Pension Fund D ($66.1M).
- Company
- iShares Investment Grade SYS
- CUSIP
- 46435G219
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $41.6M |
| Exits | 7 | $718K |
All 13F filers, Q2 2024 → Q3 2024: 3,432,965 shares bought and 839,368 shares sold, net +2,593,597 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 232 holders
| Envestnet Asset Management Inc. | 0.10% | Add +2.2% | 6,631,463 | $308.2M |
| LPL Financial LLC | 0.05% | Add +3.5% | 2,206,094 | $102.5M |
| State of New Jersey Common Pension Fund D | 0.27% | Add +21.3% | 1,421,932 | $66.1M |
| BlackRock, Inc. | 0.00% | — | 1,086,315 | $50.5M |
| Cwm, LLC | 0.20% | Reduce -2.4% | 986,790 | $45.9M |
| Hennion & Walsh Asset Management, Inc. | 2.04% | Add +9.2% | 938,769 | $43.6M |
| Ameriprise Financial Inc. | 0.01% | Add +15.2% | 866,566 | $40.3M |
| Bank of America Corp. | 0.00% | Reduce -3.8% | 857,693 | $39.9M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Add +1.5% | 823,424 | $38.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.1% | 674,795 | $31.4M |
| MML Investors Services, LLC | 0.11% | Add +8.3% | 659,064 | $30.6M |
| Janney Montgomery Scott LLC | 0.08% | Add +4.5% | 639,972 | $29.7M |
| Morgan Stanley | 0.00% | Add +32.5% | 637,687 | $29.6M |
| IHT Wealth Management, LLC | 0.79% | Add +48.9% | 601,561 | $28.0M |
| Stratos Investment Management, LLC | 1.90% | Add +21.0% | 586,856 | $27.3M |
| Cetera Investment Advisers | 0.06% | Add +1.6% | 567,005 | $26.3M |
| Ameliora Wealth Management Ltd. | 9.64% | Add +69.6% | 497,462 | $23.1M |
| Waller Financial Planning Group, Inc. | 5.62% | Add +1.7% | 487,437 | $22.7M |
| United Capital Financial Advisors, LLC | 0.18% | Reduce -14.1% | 467,692 | $21.7M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +9.4% | 447,344 | $20.8M |
| Parallel Advisors, LLC | 0.49% | New | 445,057 | $20.7M |
| OneDigital Investment Advisors LLC | 0.24% | Reduce -49.2% | 444,324 | $20.6M |
| Betterment LLC | 0.04% | Add +41.4% | 392,161 | $18.2M |
| Royal Bank of Canada | 0.00% | Add +5.3% | 358,721 | $16.7M |
| Bank of New York Mellon Corp | 0.00% | Add +7.4% | 342,501 | $15.9M |
| Park Avenue Securities LLC | 0.18% | Reduce -3.6% | 338,607 | $15.7M |
| Mercer Global Advisors Inc. | 0.04% | Add +10.1% | 327,622 | $15.2M |
| Rothschild Wealth LLC | 3.76% | Add +1152.6% | 131,448 | $12.6M |
| Private Advisor Group, LLC | 0.08% | Reduce -13.9% | 260,849 | $12.1M |
| Stifel Financial Corp. | 0.01% | Add +8.3% | 235,643 | $11.0M |
| NewEdge Advisors, LLC | 0.06% | Add +20.8% | 204,783 | $9.5M |
| DORVAL Corp | 3.56% | Reduce -12.0% | 189,303 | $8.7M |
| McGlone Suttner Wealth Management, Inc. | 1.74% | Add +34.7% | 180,389 | $8.4M |
| Osaic Holdings, Inc. | 0.02% | Add +129.2% | 166,049 | $7.7M |
| Foundations Investment Advisors, LLC | 0.12% | Add +7.6% | 125,085 | $5.8M |
| CreativeOne Wealth, LLC | 0.20% | Add +131.7% | 124,328 | $5.8M |
| Geneos Wealth Management Inc. | 0.21% | Add +0.9% | 115,881 | $5.4M |
| Truist Financial Corp. | 0.01% | Add +14.2% | 91,280 | $4.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +97.9% | 89,636 | $4.2M |
| Kelly Financial Services LLC | 1.47% | Reduce -1.4% | 86,510 | $4.0M |
| Systelligence, LLC | 0.99% | Reduce -8.2% | 85,872 | $4.0M |
| US Bancorp \de | 0.01% | Add +0.7% | 83,887 | $3.9M |
| SteelPeak Wealth, LLC | 0.17% | Add +11.3% | 83,859 | $3.9M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +1.9% | 74,126 | $3.4M |
| CPA Asset Management Group, LLC | 1.62% | Add +19.1% | 72,090 | $3.4M |
| Alera Investment Advisors, LLC | 0.39% | Add +1.0% | 71,251 | $3.3M |
| Forte Asset Management LLC | 1.72% | New | 69,295 | $3.2M |
| Atria Investments, Inc | 0.04% | Add +6.0% | 63,217 | $2.9M |
| Tennessee Valley Asset Management Partners | 0.46% | Add +5.0% | 60,455 | $2.8M |
| Prudential Financial Inc. | 0.00% | Reduce -2.8% | 57,608 | $2.7M |
| TSA Wealth Managment LLC | 1.06% | Add +9.1% | 56,794 | $2.6M |
| Shared Vision Wealth Group LLC | 1.40% | Add +14.3% | 56,426 | $2.6M |
| Harbour Investments, Inc. | 0.08% | Add +25.4% | 54,250 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +74.4% | 53,667 | $2.5M |
| Raymond James & Associates | 0.00% | Add +129.8% | 53,648 | $2.5M |
| Dohj, LLC | 0.58% | Add +10.0% | 53,258 | $2.5M |
| Accel Wealth Management | 0.86% | New | 49,537 | $2.3M |
| CFS Investment Advisory Services, LLC | 0.19% | Add +7.8% | 48,139 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +113.0% | 47,300 | $2.2M |
| Sharkey, Howes & Javer | 0.31% | Add +17.6% | 47,242 | $2.2M |
| UBS Group AG | 0.00% | Add +7761.5% | 47,169 | $2.2M |
| Advisory Services Network, LLC | 0.04% | No change | 48,607 | $2.2M |
| Ascent Group, LLC | 0.16% | Add +12.4% | 46,397 | $2.2M |
| FreeGulliver LLC | 1.26% | Add +15.3% | 45,551 | $2.1M |
| ORG Partners LLC | 0.33% | Add +0.0% | 43,744 | $2.0M |
| Horst & Graben Wealth Management LLC | 0.36% | Add +19.9% | 43,422 | $2.0M |
| Breakwater Capital Group | 0.40% | Add +69.7% | 42,992 | $2.0M |
| Tidemark, LLC | 0.77% | Add +4.9% | 40,572 | $1.9M |
| Beacon Bridge Wealth Partners, LLC | 0.80% | New | 40,199 | $1.9M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +0.2% | 39,798 | $1.8M |
| Sigma Planning Corp | 0.06% | Add +4.5% | 39,470 | $1.8M |
| Altus Wealth Management, LLC | 0.86% | Add +20.9% | 39,412 | $1.8M |
| Trek Financial, LLC | 0.14% | Reduce -1.6% | 39,219 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +17.0% | 38,654 | $1.8M |
| Hoese & Co LLP | 1.48% | New | 38,125 | $1.8M |
| Founders Financial Securities LLC | 0.16% | Add +31.1% | 37,160 | $1.7M |
| PAX Financial Group, LLC | 0.31% | Add +2.5% | 36,719 | $1.7M |
| Perigon Wealth Management, LLC | 0.04% | Add +16.7% | 35,894 | $1.7M |
| Buffington Mohr McNeal | 0.26% | Reduce -21.2% | 34,287 | $1.6M |
| Blue Trust, Inc. | 0.02% | New | 35,916 | $1.6M |
| Dynasty Wealth Management, LLC | 0.05% | Add +66.0% | 61,058 | $1.6M |
| High Falls Advisors, Inc | 0.36% | Add +2.9% | 33,715 | $1.6M |
| Icon Wealth Advisors, LLC | 0.13% | Reduce -0.7% | 33,186 | $1.5M |
| Global Retirement Partners, LLC | 0.05% | Add +9.7% | 32,570 | $1.5M |
| Liberty Wealth Management LLC | 0.25% | Reduce -18.0% | 31,376 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -57.4% | 31,167 | $1.4M |
| Nwam LLC | 0.09% | New | 30,833 | $1.4M |
| Concourse Financial Group Securities, Inc. | 0.09% | Add +5.1% | 30,738 | $1.4M |
| Triad Wealth Partners, LLC | 0.76% | New | 30,562 | $1.4M |
| AE Wealth Management LLC | 0.01% | Reduce -1.5% | 29,905 | $1.4M |
| Summit X, LLC | 0.34% | Reduce -0.5% | 31,190 | $1.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.11% | Add +31.8% | 28,960 | $1.3M |
| World Investment Advisors | 0.04% | Add +350.9% | 28,184 | $1.3M |
| True Vision MN LLC | 0.78% | Add +2.8% | 28,034 | $1.3M |
| Security Financial Services, INC. | 0.26% | Add +3.0% | 27,884 | $1.3M |
| Farther Finance Advisors, LLC | 0.05% | Add +15.7% | 27,826 | $1.3M |
| SigFig Wealth Management, LLC | 0.05% | Add +6.3% | 27,095 | $1.3M |
| Convergence Financial, LLC | 0.27% | Add +13.6% | 26,971 | $1.3M |
| Bay Harbor Wealth Management, LLC | 0.41% | Add +1.2% | 26,775 | $1.2M |
| Scarborough Advisors, LLC | 0.19% | Add +28.0% | 25,632 | $1.2M |
"% of holder's portfolio" is IGEB's weight in each manager's 13F, not the share of iShares Investment Grade SYS the manager owns.