iShares Investment Grade SYSIGEBETF
13F holders, Q3 2025 (September 30)181holders +2
20new positions
15sold out
$46.03avg. 13F price*
At the end of Q3 2025, 181 institutions reported holding iShares Investment Grade SYS (IGEB) in their 13F filings, up 2 from Q2 2025. 20 opened new positions and 15 sold out. The largest holders were Envestnet Asset Management Inc. ($154.6M), LPL Financial LLC ($105.4M) and State of New Jersey Common Pension Fund D ($74.7M).
- Company
- iShares Investment Grade SYS
- CUSIP
- 46435G219
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $11.5M |
| Exits | 15 | $10.1M |
All 13F filers, Q2 2025 → Q3 2025: 3,011,566 shares bought and 1,010,846 shares sold, net +2,000,720 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| Envestnet Asset Management Inc. | 0.04% | Add +7.0% | 3,358,646 | $154.6M |
| LPL Financial LLC | 0.03% | Add +13.5% | 2,288,778 | $105.4M |
| State of New Jersey Common Pension Fund D | 0.27% | No change | 1,621,932 | $74.7M |
| Betterment LLC | 0.11% | Add +76.6% | 1,213,586 | $55.9M |
| Bank of America Corp. | 0.00% | Add +3.3% | 1,169,657 | $53.9M |
| Stratos Investment Management, LLC | 2.06% | Add +18.6% | 1,085,864 | $50.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -10.4% | 893,077 | $40.5M |
| Hennion & Walsh Asset Management, Inc. | 1.41% | Add +6.4% | 845,181 | $38.9M |
| Cwm, LLC | 0.11% | Add +0.4% | 786,978 | $36.2M |
| MML Investors Services, LLC | 0.09% | Add +0.5% | 750,669 | $34.6M |
| OneDigital Investment Advisors LLC | 0.35% | Add +0.3% | 733,484 | $33.8M |
| BlackRock, Inc. | 0.00% | Add +3.4% | 615,964 | $28.4M |
| Morgan Stanley | 0.00% | Add +6.2% | 590,666 | $27.2M |
| Ameliora Wealth Management Ltd. | 8.32% | Reduce -1.1% | 542,557 | $25.0M |
| Janney Montgomery Scott LLC | 0.06% | Add +2.2% | 519,316 | $23.9M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 511,310 | $23.5M |
| Waller Financial Planning Group, Inc. | 5.35% | Add +2.2% | 506,071 | $23.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.34% | Reduce -8.9% | 472,927 | $21.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +5.4% | 466,925 | $21.5M |
| Cetera Investment Advisers | 0.02% | Add +84.5% | 450,061 | $20.7M |
| UBS Group AG | 0.00% | Add +29.0% | 434,389 | $20.0M |
| Merit Financial Group, LLC | 0.16% | Add +55.5% | 386,837 | $17.8M |
| United Capital Financial Advisors, LLC | 0.11% | Reduce -3.8% | 318,592 | $14.7M |
| Private Advisor Group, LLC | 0.06% | Add +22.1% | 285,818 | $13.2M |
| McGlone Suttner Wealth Management, Inc. | 1.79% | Add +1.9% | 277,897 | $12.8M |
| DORVAL Corp | 4.16% | Add +18.0% | 272,632 | $12.6M |
| Geneos Wealth Management Inc. | 0.30% | Add +1.6% | 257,207 | $11.8M |
| Systelligence, LLC | 1.92% | Add +56.6% | 220,081 | $10.1M |
| BlueStem Wealth Partners, LLC | 1.07% | Add +18.2% | 202,155 | $9.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -37.3% | 199,182 | $9.2M |
| Bank of New York Mellon Corp | 0.00% | Add +8.2% | 199,151 | $9.2M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +7.5% | 177,412 | $8.2M |
| NorthRock Partners, LLC | 0.14% | Add +2573.3% | 172,190 | $7.9M |
| Exchange Traded Concepts, LLC | 0.07% | Reduce -1.5% | 168,014 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -30.0% | 165,748 | $7.6M |
| Park Avenue Securities LLC | 0.06% | Add +9.1% | 161,830 | $7.5M |
| Assetmark, Inc. | 0.02% | Add +0.7% | 158,165 | $7.3M |
| Stifel Financial Corp. | 0.01% | Add +1.6% | 147,629 | $6.8M |
| CPA Asset Management Group, LLC | 2.58% | Add +11.8% | 145,364 | $6.7M |
| Breakwater Capital Group | 0.89% | Add +38.9% | 131,582 | $6.1M |
| IFP Advisors, Inc | 0.13% | Add +0.1% | 109,561 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +25.2% | 108,102 | $5.0M |
| Diversify Advisory Services, LLC | 0.16% | Add +2056.4% | 107,108 | $4.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -10.2% | 102,171 | $4.7M |
| Harbour Investments, Inc. | 0.10% | Add +0.1% | 98,301 | $4.5M |
| Keystone Wealth Services, LLC | 0.84% | Add +230.6% | 83,760 | $3.9M |
| Dynasty Wealth Management, LLC | 0.05% | Add +84.1% | 78,255 | $3.6M |
| Hoese & Co LLP | 2.66% | Add +27.0% | 75,609 | $3.5M |
| Trivium Point Advisory, LLC | 0.35% | Add +24.3% | 74,842 | $3.4M |
| ORG Partners LLC | 0.63% | Add +0.2% | 73,099 | $3.4M |
| Kelly Financial Services LLC | 0.87% | Add +22.1% | 72,768 | $3.4M |
| Accel Wealth Management | 0.97% | Add +8.3% | 72,720 | $3.3M |
| Lunt Capital Management, Inc. | 1.27% | Reduce -4.4% | 71,961 | $3.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +18.5% | 71,405 | $3.3M |
| Tennessee Valley Asset Management Partners | 0.42% | New | 67,359 | $3.1M |
| Fermata Advisors, LLC | 0.76% | Add +48.4% | 65,486 | $3.0M |
| Peapack Gladstone Financial Corp. | 0.04% | Add +0.1% | 59,670 | $2.7M |
| FreeGulliver LLC | 1.22% | Add +10.8% | 59,132 | $2.7M |
| Shared Vision Wealth Group LLC | 1.04% | Reduce -2.5% | 52,743 | $2.4M |
| Ascent Group, LLC | 0.08% | Add +7.7% | 50,415 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -7.2% | 49,646 | $2.3M |
| Altus Wealth Management, LLC | 0.90% | Add +2.0% | 44,264 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +15.9% | 43,468 | $2.0M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Reduce -50.6% | 43,400 | $2.0M |
| Atria Investments, Inc | 0.02% | Reduce -12.8% | 42,415 | $2.0M |
| JB Capital LLC | 0.08% | Add +24.4% | 40,998 | $1.9M |
| Sovran Advisors, LLC | 0.16% | Add +34.0% | 39,831 | $1.8M |
| Founders Financial Securities LLC | 0.12% | Reduce -0.9% | 39,090 | $1.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Add +20.5% | 37,377 | $1.7M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +35.8% | 37,280 | $1.7M |
| Swmg, LLC | 0.49% | Reduce -17.9% | 34,950 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -2.7% | 34,201 | $1.6M |
| Transamerica Financial Advisors, LLC | 0.12% | New | 32,579 | $1.5M |
| Farther Finance Advisors, LLC | 0.02% | Add +5.5% | 31,327 | $1.4M |
| Convergence Financial, LLC | 0.21% | Add +11.0% | 30,859 | $1.4M |
| Two West Capital Advisors LLC | 0.83% | Add +28.7% | 29,480 | $1.4M |
| ShoreHaven Wealth Partners, LLC | 0.49% | New | 28,545 | $1.3M |
| MA Private Wealth | 0.21% | Add +1.0% | 27,139 | $1.2M |
| Traveka Wealth, LLC | 0.56% | New | 27,074 | $1.2M |
| RFG Advisory, LLC | 0.03% | Add +6.9% | 26,909 | $1.2M |
| Icon Wealth Advisors, LLC | 0.08% | Add +347.6% | 25,559 | $1.2M |
| Wealth Management Associates, Inc. | 0.41% | Add +2.4% | 25,216 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +2.9% | 24,293 | $1.1M |
| Patton Albertson Miller Group, LLC | 0.13% | Reduce -4.5% | 24,098 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +9.1% | 23,560 | $1.1M |
| Composition Wealth, LLC | 0.02% | Reduce -0.9% | 23,103 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Reduce -25.5% | 22,114 | $1.0M |
| Lion Street Advisors, LLC | 0.35% | Add +24.6% | 18,694 | $1.0M |
| Tidemark, LLC | 0.29% | Add +79.1% | 21,503 | $990K |
| Forte Asset Management LLC | 0.47% | Add +0.6% | 20,984 | $966K |
| Old Mission Capital LLC | 0.03% | New | 20,471 | $943K |
| Eagle Global Advisors LLC | 0.04% | Add +24.9% | 19,820 | $913K |
| National Bank of Canada | 0.00% | Add +1.3% | 19,806 | $912K |
| Apollon Wealth Management, LLC | 0.02% | Add +1.3% | 19,627 | $904K |
| Keebeck Wealth Management | 0.10% | New | 17,990 | $828K |
| NewEdge Advisors, LLC | 0.00% | Add +1.6% | 17,887 | $824K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +14.4% | 17,040 | $785K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +58.8% | 16,489 | $759K |
| Kestra Advisory Services, LLC | 0.00% | Add +7.8% | 15,902 | $732K |
| Able Wealth Management LLC | 0.27% | Add +21.0% | 15,652 | $721K |
"% of holder's portfolio" is IGEB's weight in each manager's 13F, not the share of iShares Investment Grade SYS the manager owns.