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 |
| Simplicity Wealth,LLC | 0.11% | Reduce -5.6% | 25,332 | $1.2M |
| Brookstone Capital Management | 0.02% | Add +11.6% | 25,213 | $1.2M |
| Trivium Point Advisory, LLC | 0.16% | Add +460.7% | 25,534 | $1.1M |
| Swmg, LLC | 0.46% | Add +5.7% | 24,686 | $1.1M |
| Invst, LLC | 0.13% | Reduce -20.0% | 23,659 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 23,482 | $1.1M |
| MA Private Wealth | 0.20% | Add +0.4% | 22,903 | $1.1M |
| Mariner, LLC | 0.00% | Add +52.4% | 21,987 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -15.2% | 21,973 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -15.2% | 21,973 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -7.3% | 21,881 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +3.9% | 21,847 | $1.0M |
| WealthShield Partners, LLC | 0.13% | Reduce -0.9% | 20,875 | $970K |
| Wealth Management Associates, Inc. | 0.42% | Add +2.6% | 20,645 | $959K |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +16.4% | 20,464 | $951K |
| RFG Advisory, LLC | 0.03% | Add +8.2% | 19,290 | $896K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +5.6% | 19,075 | $886K |
| Spectrum Wealth Counsel, LLC | 0.10% | Add +11.1% | 18,490 | $859K |
| Detalus Advisors, LLC | 0.27% | Add +50.7% | 17,376 | $807K |
| HighTower Advisors, LLC | 0.00% | Add +33.0% | 16,919 | $785K |
| Two West Capital Advisors LLC | 0.61% | Add +12.3% | 16,258 | $756K |
| Stone House Investment Management, LLC | 0.16% | Add +10.4% | 16,243 | $755K |
| ShoreHaven Wealth Partners, LLC | 0.36% | Add +1.3% | 16,225 | $754K |
| Lion Street Advisors, LLC | 0.26% | Add +0.2% | 16,128 | $749K |
| JB Capital LLC | 0.04% | Reduce -4.0% | 16,058 | $746K |
| Morningstar Investment Services LLC | 0.01% | Add +13.1% | 15,896 | $740K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -6.4% | 15,817 | $735K |
| Patton Albertson Miller Group, LLC | 0.10% | New | 15,254 | $709K |
| Centurion Wealth Management LLC | 0.23% | — | 15,182 | $705K |
| Snowden Capital Advisors LLC | 0.02% | Add +10.8% | 15,076 | $701K |
| Cobblestone Asset Management LLC | 0.41% | Reduce -0.1% | 14,748 | $685K |
| BCGM Wealth Management, LLC | 0.22% | Add +0.1% | 14,468 | $672K |
| Advus Financial Partners, LLC | 0.19% | New | 14,346 | $667K |
| Braun-Bostich & Associates Inc. | 0.45% | Add +10.7% | 13,902 | $646K |
| Regal Investment Advisors LLC | 0.04% | Add +24.7% | 13,768 | $640K |
| IFP Advisors, Inc | 0.02% | Add +23.0% | 13,046 | $606K |
| First Horizon Advisors, Inc. | 0.02% | Add +56.6% | 12,754 | $593K |
| Integrated Advisors Network LLC | 0.03% | New | 12,605 | $586K |
| 1620 Investment Advisors, Inc. | 0.42% | Add +5.8% | 12,245 | $569K |
| National Bank of Canada | 0.00% | Add +6.3% | 11,940 | $555K |
| Keystone Financial Services | 0.21% | Reduce -2.8% | 11,867 | $551K |
| WCG Wealth Advisors LLC | 0.04% | Reduce -1.1% | 11,865 | $551K |
| Mosley Wealth Management | 0.37% | Add +1.6% | 11,978 | $544K |
| Alterna Wealth Management, Inc. | 0.47% | Add +19.4% | 11,369 | $528K |
| Cypress Wealth Services, LLC | 0.11% | Add +1.4% | 11,325 | $526K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 10,651 | $495K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +6.8% | 10,618 | $493K |
| Axxcess Wealth Management, LLC | 0.01% | Add +29.8% | 10,438 | $485K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -9.4% | 10,335 | $480K |
| ONE Advisory Partners, LLC | 0.21% | Add +0.4% | 10,076 | $468K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -17.4% | 10,030 | $465K |
| Fermata Advisors, LLC | 0.09% | Add +76.1% | 9,719 | $452K |
| Baird Financial Group, Inc. | 0.00% | Add +2.7% | 9,703 | $451K |
| Capital Analysts, LLC | 0.02% | Add +81.4% | 9,681 | $450K |
| Leavell Investment Management, Inc. | 0.02% | New | 9,675 | $450K |
| Vertex Planning Partners, LLC | 0.11% | Add +6.1% | 9,578 | $445K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.3% | 9,268 | $431K |
| Quadrant Private Wealth Management, LLC | 0.10% | Add +28.4% | 9,103 | $423K |
| Comerica Bank | 0.00% | Reduce -4.7% | 8,407 | $391K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -36.9% | 8,529 | $387K |
| BOS Asset Management, LLC | 0.14% | Add +43.0% | 8,036 | $373K |
| Pettinga Financial Advisors LLC | 0.09% | Add +17.4% | 7,927 | $368K |
| Certus Wealth Management, LLC | 0.26% | New | 7,892 | $367K |
| Arkadios Wealth Advisors | 0.02% | Reduce -2.3% | 7,560 | $351K |
| Integrated Wealth Concepts LLC | 0.00% | Add +2.2% | 7,393 | $344K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -2.9% | 7,253 | $337K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +23.6% | 6,800 | $316K |
| Advocacy Wealth Management, LLC | 0.02% | New | 6,248 | $290K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 6,140 | $285K |
| First Heartland Consultants, Inc. | 0.03% | New | 6,139 | $285K |
| Caitlin John, LLC | 0.18% | Reduce -1.6% | 6,299 | $282K |
| Spirit of America Management Corp. | 0.06% | Reduce -7.2% | 5,971 | $277K |
| Concorde Asset Management, LLC | 0.16% | New | 5,937 | $276K |
| Ashton Thomas Securities, LLC | 0.05% | Reduce -0.1% | 5,886 | $274K |
| Ade, LLC | 0.17% | New | 5,848 | $272K |
| Csenge Advisory Group | 0.01% | Add +19.2% | 5,942 | $272K |
| Kraft, Davis & Associates, LLC | 0.08% | Add +2.0% | 5,941 | $268K |
| Signal Advisors Wealth, LLC | 0.04% | New | 5,536 | $257K |
| Wealth Alliance, LLC | 0.03% | Reduce -2.5% | 5,457 | $254K |
| Coldstream Capital Management Inc. | 0.01% | Add +4.8% | 5,355 | $249K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -21.3% | 5,318 | $247K |
| Eagle Global Advisors LLC | 0.01% | No change | 5,200 | $242K |
| Merit Financial Group, LLC | 0.01% | New | 5,199 | $242K |
| BCU Wealth Advisors, LLC | 0.14% | Reduce -0.6% | 5,182 | $241K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 5,155 | $240K |
| Executive Wealth Management, LLC | 0.02% | No change | 5,119 | $238K |
| Tsfg, LLC | 0.05% | Add +27.6% | 4,998 | $232K |
| Buttonwood Financial Group, LLC | 0.14% | Reduce -3.2% | 4,860 | $226K |
| Hoxton Planning & Management, LLC | 0.09% | Reduce -0.3% | 4,830 | $224K |
| Investment Advisory Group, LLC | 0.08% | New | 4,732 | $220K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -0.8% | 4,671 | $217K |
| &partners | 0.00% | New | 4,484 | $208K |
| Verus Capital Partners, LLC | 0.02% | New | 4,454 | $207K |
| Keebeck Wealth Management | 0.03% | New | 4,446 | $207K |
| Twin City Private Wealth, LLC | 0.17% | Add +3.9% | 4,284 | $199K |
| Private Trust Co. NA | 0.02% | Add +94.5% | 4,076 | $189K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 3,043 | $141K |
| Spire Wealth Management | 0.00% | Reduce -4.5% | 1,810 | $84K |
| WR Wealth Planners, LLC | 0.02% | New | 1,511 | $70K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -0.7% | 1,340 | $62K |
| GeoWealth Management, LLC | 0.00% | New | 1,156 | $54K |
| FinTrust Capital Advisors, LLC | 0.01% | Reduce -26.8% | 974 | $45K |
| Principal Securities, Inc. | 0.00% | Add +42.9% | 949 | $44K |
| Aspire Private Capital, LLC | 0.01% | Reduce -0.2% | 935 | $43K |
| FMR LLC | 0.00% | Add +46350.0% | 929 | $43K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -18.4% | 830 | $39K |
| REAP Financial Group, LLC | 0.01% | Reduce -19.9% | 710 | $33K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -0.3% | 690 | $32K |
| Assetmark, Inc. | 0.00% | New | 622 | $29K |
| New Republic Capital, LLC | 0.02% | Add +1.2% | 583 | $27K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 564 | $26K |
| Gilliland Jeter Wealth Management LLC | 0.01% | Reduce -4.6% | 543 | $25K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +1.1% | 536 | $25K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -17.2% | 530 | $24K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -2.5% | 471 | $22K |
| Phillips Financial Management, LLC | 0.00% | Reduce -82.1% | 450 | $21K |
| Continuum Advisory, LLC | 0.00% | Add +12.1% | 462 | $21K |
| CoreCap Advisors, LLC | 0.00% | Add +22.6% | 445 | $21K |
| Beacon Capital Management, LLC | 0.00% | New | 402 | $19K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 300 | $14K |
| Avior Wealth Management, LLC | 0.00% | Reduce -47.5% | 272 | $13K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -6.4% | 249 | $12K |
| Park Place Capital Corp | 0.00% | Reduce -71.8% | 243 | $11K |
| Bangor Savings Bank | 0.00% | New | 211 | $10K |
| Kozak & Associates, Inc. | 0.00% | New | 193 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -1.1% | 177 | $8K |
| Wells Fargo & Company | 0.00% | Reduce -43.0% | 162 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.8% | 121 | $6K |
| Darwin Wealth Management, LLC | 0.00% | New | 67 | $3K |
| Abich Financial Wealth Management LLC | 0.01% | New | 59 | $3K |
| Sunbelt Securities, Inc. | 0.00% | No change | 58 | $3K |
| Oarsman Capital, Inc. | 0.00% | New | 51 | $2K |
"% of holder's portfolio" is IGEB's weight in each manager's 13F, not the share of iShares Investment Grade SYS the manager owns.