iShares Investment Grade SYSIGEBETF
13F holders, Q4 2025 (December 31)191holders +10
19new positions
15sold out
$45.66avg. 13F price*
At the end of Q4 2025, 191 institutions reported holding iShares Investment Grade SYS (IGEB) in their 13F filings, up 10 from Q3 2025. 19 opened new positions and 15 sold out. The largest holders were Envestnet Asset Management Inc. ($147.0M), LPL Financial LLC ($110.6M) and State of New Jersey Common Pension Fund D ($87.8M).
- Company
- iShares Investment Grade SYS
- CUSIP
- 46435G219
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $5.9M |
| Exits | 15 | $2.8M |
All 13F filers, Q3 2025 → Q4 2025: 2,210,151 shares bought and 736,955 shares sold, net +1,473,196 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 191 holders
| Envestnet Asset Management Inc. | 0.04% | Reduce -4.1% | 3,219,652 | $147.0M |
| LPL Financial LLC | 0.03% | Add +5.8% | 2,422,630 | $110.6M |
| State of New Jersey Common Pension Fund D | 0.32% | Add +18.5% | 1,921,932 | $87.8M |
| Betterment LLC | 0.12% | Add +18.3% | 1,436,034 | $65.6M |
| Stratos Investment Management, LLC | 2.09% | Add +5.1% | 1,141,537 | $52.1M |
| Bank of America Corp. | 0.00% | Reduce -9.7% | 1,056,518 | $48.2M |
| Hennion & Walsh Asset Management, Inc. | 1.40% | Add +5.4% | 890,865 | $40.7M |
| MML Investors Services, LLC | 0.10% | Add +15.1% | 864,123 | $39.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.6% | 824,921 | $37.7M |
| Cwm, LLC | 0.10% | Add +0.4% | 790,126 | $36.1M |
| Morgan Stanley | 0.00% | Add +33.2% | 786,559 | $35.9M |
| OneDigital Investment Advisors LLC | 0.32% | Reduce -2.6% | 714,592 | $32.6M |
| BlackRock, Inc. | 0.00% | Reduce -4.3% | 589,285 | $26.9M |
| Waller Financial Planning Group, Inc. | 5.87% | Add +14.4% | 578,964 | $26.4M |
| Ameliora Wealth Management Ltd. | 7.92% | Add +4.9% | 569,177 | $26.0M |
| Janney Montgomery Scott LLC | 0.06% | Add +5.2% | 546,055 | $24.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +13.6% | 530,242 | $24.2M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 524,338 | $23.9M |
| Cetera Investment Advisers | 0.03% | Add +12.3% | 505,292 | $23.1M |
| UBS Group AG | 0.00% | Add +7.2% | 465,845 | $21.3M |
| Merit Financial Group, LLC | 0.17% | Add +20.1% | 464,633 | $21.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.29% | Reduce -12.3% | 414,739 | $18.9M |
| United Capital Financial Advisors, LLC | 0.09% | Add +1.9% | 324,714 | $14.8M |
| DORVAL Corp | 4.50% | Add +13.4% | 309,074 | $14.1M |
| Private Advisor Group, LLC | 0.06% | Add +5.7% | 302,083 | $13.8M |
| McGlone Suttner Wealth Management, Inc. | 1.80% | Add +5.3% | 292,607 | $13.4M |
| Geneos Wealth Management Inc. | 0.30% | Add +3.4% | 265,826 | $12.1M |
| JPMorgan Chase & Co. | 0.00% | Add +24.1% | 247,270 | $11.3M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +27.4% | 226,064 | $10.3M |
| Bank of New York Mellon Corp | 0.00% | Add +8.9% | 216,873 | $9.9M |
| NorthRock Partners, LLC | 0.15% | Add +12.1% | 193,093 | $8.8M |
| BlueStem Wealth Partners, LLC | 0.93% | Reduce -8.4% | 185,241 | $8.5M |
| Exchange Traded Concepts, LLC | 0.07% | Add +4.7% | 175,946 | $8.0M |
| Breakwater Capital Group | 1.11% | Add +32.0% | 173,670 | $7.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.2% | 172,660 | $7.9M |
| Park Avenue Securities LLC | 0.07% | Add +5.9% | 171,328 | $7.8M |
| Assetmark, Inc. | 0.01% | Add +2.0% | 161,317 | $7.4M |
| Stifel Financial Corp. | 0.01% | Add +8.9% | 160,757 | $7.3M |
| CPA Asset Management Group, LLC | 2.40% | Add +2.9% | 149,531 | $6.8M |
| Diversify Advisory Services, LLC | 0.17% | Add +10.5% | 118,345 | $5.4M |
| Hoese & Co LLP | 3.61% | Add +46.8% | 110,996 | $5.1M |
| Harbour Investments, Inc. | 0.10% | Add +7.0% | 105,135 | $4.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.1% | 96,928 | $4.4M |
| IFP Advisors, Inc | 0.10% | Reduce -12.9% | 95,386 | $4.4M |
| Systelligence, LLC | 0.81% | Reduce -57.7% | 93,010 | $4.2M |
| Peapack Gladstone Financial Corp. | 0.05% | Add +47.6% | 88,075 | $4.0M |
| Dynasty Wealth Management, LLC | 0.04% | Add +12.5% | 88,060 | $4.0M |
| Kelly Financial Services LLC | 0.99% | Add +19.4% | 86,851 | $4.0M |
| Keystone Wealth Services, LLC | 0.83% | Add +3.0% | 86,268 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -23.2% | 83,043 | $3.8M |
| Daybright Advisory Services, Inc. | 0.96% | — | 78,466 | $3.6M |
| Accel Wealth Management | 0.95% | Add +4.8% | 76,230 | $3.5M |
| ORG Partners LLC | 0.60% | Reduce -0.2% | 72,962 | $3.3M |
| Trivium Point Advisory, LLC | 0.33% | Reduce -2.7% | 72,793 | $3.3M |
| Tennessee Valley Asset Management Partners | 0.42% | Add +5.1% | 70,818 | $3.2M |
| Fermata Advisors, LLC | 0.74% | Add +3.3% | 67,676 | $3.1M |
| Altus Wealth Management, LLC | 1.32% | Add +51.2% | 66,936 | $3.1M |
| Lunt Capital Management, Inc. | 1.14% | Reduce -7.1% | 66,824 | $3.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -12.9% | 62,177 | $2.8M |
| Shared Vision Wealth Group LLC | 1.10% | Add +12.0% | 59,052 | $2.7M |
| FreeGulliver LLC | 1.12% | Reduce -6.9% | 55,065 | $2.5M |
| Ascent Group, LLC | 0.08% | Add +3.9% | 52,389 | $2.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.14% | Add +32.4% | 49,471 | $2.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -3.0% | 48,180 | $2.2M |
| Traveka Wealth, LLC | 0.89% | Add +76.3% | 47,728 | $2.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +9.7% | 47,683 | $2.2M |
| Founders Financial Securities LLC | 0.13% | Add +21.5% | 47,509 | $2.2M |
| JB Capital LLC | 0.09% | Add +14.9% | 47,123 | $2.2M |
| Eagle Global Advisors LLC | 0.08% | Add +137.3% | 47,030 | $2.1M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +0.3% | 43,529 | $2.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +35.4% | 42,421 | $1.9M |
| Atria Investments, Inc | 0.02% | Reduce -0.1% | 42,365 | $1.9M |
| Sovran Advisors, LLC | 0.16% | Add +5.2% | 41,887 | $1.9M |
| Transamerica Financial Advisors, LLC | 0.15% | Add +20.8% | 39,340 | $1.8M |
| Jane Street Group, LLC | 0.00% | New | 37,812 | $1.7M |
| Swmg, LLC | 0.45% | Add +2.4% | 35,780 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +147.0% | 33,316 | $1.5M |
| Two West Capital Advisors LLC | 0.88% | Add +12.4% | 33,139 | $1.5M |
| Sagespring Wealth Partners, LLC | 0.03% | Reduce -11.6% | 32,955 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -5.7% | 32,243 | $1.5M |
| Convergence Financial, LLC | 0.21% | Add +1.2% | 31,243 | $1.4M |
| ShoreHaven Wealth Partners, LLC | 0.49% | Add +5.1% | 29,995 | $1.4M |
| RFG Advisory, LLC | 0.02% | Add +3.6% | 27,891 | $1.3M |
| Keebeck Wealth Management | 0.14% | Add +51.3% | 27,221 | $1.2M |
| Wealth Management Associates, Inc. | 0.42% | Add +4.7% | 26,390 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +52.6% | 26,010 | $1.2M |
| Paller Financial Services Inc | 0.90% | — | 24,655 | $1.1M |
| Tidemark, LLC | 0.31% | Add +12.5% | 24,196 | $1.1M |
| Icon Wealth Advisors, LLC | 0.07% | Reduce -5.9% | 24,050 | $1.1M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -3.4% | 23,458 | $1.1M |
| Composition Wealth, LLC | 0.01% | Reduce -1.4% | 22,792 | $1.0M |
| NewEdge Advisors, LLC | 0.00% | Add +25.2% | 22,389 | $1.0M |
| National Bank of Canada | 0.00% | Add +12.5% | 22,284 | $1.0M |
| HB Wealth Management, LLC | 0.01% | Reduce -0.2% | 22,064 | $1.0M |
| Forte Asset Management LLC | 0.45% | Add +2.9% | 21,597 | $986K |
| Sigma Planning Corp | 0.03% | Reduce -10.2% | 21,157 | $966K |
| MA Private Wealth | 0.16% | Reduce -22.4% | 21,063 | $962K |
| Apollon Wealth Management, LLC | 0.02% | Add +5.5% | 20,705 | $945K |
| Cadia Private Client LLC | 0.75% | — | 20,608 | $941K |
| Patton Albertson Miller Group, LLC | 0.11% | Reduce -16.2% | 20,186 | $922K |
"% of holder's portfolio" is IGEB's weight in each manager's 13F, not the share of iShares Investment Grade SYS the manager owns.