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 |
| Ade, LLC | 0.36% | Add +37.5% | 15,526 | $715K |
| Vertex Planning Partners, LLC | 0.13% | Add +11.8% | 15,204 | $700K |
| Centerpoint Advisory Group | 0.54% | Reduce -1.9% | 15,096 | $695K |
| Cyndeo Wealth Partners, LLC | 0.04% | Add +2.7% | 15,046 | $693K |
| Parallel Advisors, LLC | 0.01% | Reduce -69.0% | 14,756 | $679K |
| 1620 Investment Advisors, Inc. | 0.46% | Add +0.0% | 14,743 | $679K |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.7% | 13,489 | $621K |
| GeoWealth Management, LLC | 0.02% | Add +8.7% | 12,785 | $589K |
| Invst, LLC | 0.07% | Add +30.4% | 12,676 | $584K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.6% | 11,984 | $552K |
| GC Wealth Management RIA, LLC | 0.02% | Add +0.2% | 11,732 | $540K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +3.5% | 11,687 | $538K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -6.4% | 11,604 | $534K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.6% | 10,752 | $495K |
| High Falls Advisors, Inc | 0.10% | Add +6.7% | 10,467 | $482K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -94.0% | 10,001 | $460K |
| World Investment Advisors | 0.01% | Add +11.9% | 9,690 | $446K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.9% | 9,436 | $434K |
| Lockerman Financial Group, Inc. | 0.55% | New | 9,395 | $433K |
| Argyle Capital Partners, LLC | 0.30% | No change | 9,233 | $425K |
| Journey Strategic Wealth LLC | 0.01% | New | 7,963 | $367K |
| West Wealth Group, LLC | 0.08% | Add +4.8% | 7,661 | $354K |
| Investment Advisory Group, LLC | 0.10% | No change | 7,644 | $352K |
| Focus Partners Wealth | 0.00% | Add +0.3% | 7,579 | $349K |
| Avantra Family Wealth, Inc. | 0.26% | New | 7,411 | $341K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -91.6% | 7,277 | $335K |
| Riverbend Wealth Management, LLC | 0.23% | Add +9.2% | 7,195 | $331K |
| Wells Fargo & Company | 0.00% | Reduce -22.6% | 7,160 | $330K |
| Twin City Private Wealth, LLC | 0.25% | Reduce -13.6% | 7,044 | $324K |
| PNC Financial Services Group, Inc. | 0.00% | Add +26.7% | 6,856 | $316K |
| New England Private Wealth Advisors LLC | 0.04% | Add +0.8% | 6,729 | $310K |
| IFG Advisory, LLC | 0.01% | Add +11.9% | 6,677 | $307K |
| IHT Wealth Management, LLC | 0.01% | Reduce -37.4% | 6,632 | $305K |
| Comerica Bank | 0.00% | Add +11.6% | 6,207 | $286K |
| DecisionMap Wealth Management, LLC | 0.18% | Add +0.5% | 6,195 | $285K |
| Certus Wealth Management, LLC | 0.17% | Add +3.3% | 6,195 | $285K |
| Flow Traders U.S. LLC | 0.01% | New | 6,169 | $284K |
| Caitlin John, LLC | 0.19% | Reduce -0.1% | 5,996 | $276K |
| Integrated Advisors Network LLC | 0.01% | Reduce -2.8% | 5,742 | $264K |
| Spirit of America Management Corp. | 0.05% | Add +0.2% | 5,579 | $257K |
| GEM Asset Management, LLC | 0.12% | New | 5,574 | $256K |
| SigFig Wealth Management, LLC | 0.01% | Reduce -1.9% | 5,391 | $248K |
| Evergreen Capital Management LLC | 0.01% | New | 5,097 | $235K |
| Mariner, LLC | 0.00% | Reduce -9.7% | 4,856 | $224K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -1.3% | 4,645 | $214K |
| Precision Wealth Strategies, LLC | 0.07% | Reduce -9.0% | 4,607 | $212K |
| Sanctuary Advisors, LLC | 0.00% | New | 4,512 | $208K |
| CFS Investment Advisory Services, LLC | 0.02% | New | 4,399 | $204K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -2.3% | 4,345 | $200K |
| GoalVest Advisory LLC | 0.04% | New | 3,608 | $166K |
| Principal Securities, Inc. | 0.00% | Reduce -5.9% | 2,265 | $104K |
| Capital Analysts, LLC | 0.00% | Add +6.1% | 1,799 | $83K |
| Global Retirement Partners, LLC | 0.00% | Reduce -6.8% | 1,733 | $80K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +347.3% | 1,342 | $62K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +91.3% | 1,226 | $56K |
| AE Wealth Management LLC | 0.00% | Add +14.9% | 1,197 | $55K |
| FMR LLC | 0.00% | Add +1282.9% | 968 | $45K |
| Bank of Montreal | 0.00% | New | 911 | $42K |
| Rossby Financial, LCC | 0.01% | Add +4.0% | 903 | $42K |
| CoreCap Advisors, LLC | 0.00% | New | 757 | $35K |
| Scarborough Advisors, LLC | 0.00% | Add +1.1% | 577 | $27K |
| Lanark Financial, Inc. | 0.00% | Reduce -8.8% | 542 | $25K |
| Private Trust Co. NA | 0.00% | No change | 419 | $19K |
| LGT Financial Advisors LLC | 0.04% | Reduce -79.5% | 361 | $17K |
| Abich Financial Wealth Management LLC | 0.01% | — | 309 | $14K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -62.2% | 209 | $10K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 188 | $9K |
| REAP Financial Group, LLC | 0.00% | Reduce -72.8% | 187 | $9K |
| Ancora Advisors LLC | 0.00% | Add +217.3% | 165 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +1.6% | 128 | $6K |
| North Capital, Inc. | 0.00% | Add +2.0% | 104 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 97 | $4K |
| Kozak & Associates, Inc. | 0.00% | New | 87 | $4K |
| Midwest Capital Advisors, LLC | 0.00% | Reduce -84.7% | 83 | $4K |
| Sunbelt Securities, Inc. | 0.00% | Add +3.4% | 61 | $3K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -97.5% | 28 | $1K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -99.3% | 14 | $644 |
| Raleigh Capital Management Inc. | 0.00% | New | 13 | $604 |
| US Bancorp \de | 0.00% | No change | 6 | $276 |
| Maseco LLP | 0.00% | New | 6 | $276 |
| Cornerstone Planning Group LLC | 0.00% | No change | 3 | $137 |
"% of holder's portfolio" is IGEB's weight in each manager's 13F, not the share of iShares Investment Grade SYS the manager owns.