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 |
| Orion Porfolio Solutions, LLC | 0.01% | Add +7.3% | 17,699 | $808K |
| Kestra Advisory Services, LLC | 0.00% | Add +11.1% | 17,659 | $806K |
| JT Stratford LLC | 0.10% | New | 17,621 | $805K |
| Ade, LLC | 0.39% | Add +12.4% | 17,446 | $797K |
| Cyndeo Wealth Partners, LLC | 0.04% | Add +7.8% | 16,212 | $740K |
| World Investment Advisors | 0.01% | Add +66.4% | 16,122 | $736K |
| Vertex Planning Partners, LLC | 0.17% | Add +5.4% | 16,024 | $732K |
| Invst, LLC | 0.08% | Add +25.6% | 15,920 | $727K |
| Able Wealth Management LLC | 0.23% | Add +0.7% | 15,766 | $720K |
| SteelPeak Wealth, LLC | 0.02% | Add +34.1% | 15,557 | $710K |
| 1620 Investment Advisors, Inc. | 0.44% | Reduce -2.0% | 14,448 | $660K |
| GeoWealth Management, LLC | 0.02% | Add +8.9% | 13,920 | $636K |
| Centerpoint Advisory Group | 0.47% | Reduce -10.8% | 13,465 | $615K |
| Integrity Alliance, Llc. | 0.02% | New | 12,675 | $579K |
| Parallel Advisors, LLC | 0.01% | Reduce -15.8% | 12,429 | $568K |
| GC Wealth Management RIA, LLC | 0.02% | Add +3.6% | 12,154 | $555K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +0.1% | 11,697 | $534K |
| High Falls Advisors, Inc | 0.10% | Add +7.4% | 11,242 | $513K |
| Sharkey, Howes & Javer | 0.06% | New | 10,968 | $501K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 10,752 | $491K |
| Riverbend Wealth Management, LLC | 0.31% | Add +48.2% | 10,661 | $487K |
| Vision Retirement, LLC | 0.12% | — | 10,056 | $459K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 9,491 | $433K |
| Lockerman Financial Group, Inc. | 0.82% | Add +0.1% | 9,402 | $429K |
| Argyle Capital Partners, LLC | 0.31% | No change | 9,233 | $422K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -3.4% | 9,112 | $416K |
| TSG Advice Partners, LLC | 0.06% | — | 8,442 | $385K |
| Arlington Trust Co LLC | 0.04% | New | 8,231 | $376K |
| PNC Financial Services Group, Inc. | 0.00% | Add +19.7% | 8,208 | $375K |
| Journey Strategic Wealth LLC | 0.01% | Add +1.5% | 8,082 | $369K |
| Avantra Family Wealth, Inc. | 0.26% | Add +4.5% | 7,745 | $354K |
| Investment Advisory Group, LLC | 0.09% | No change | 7,644 | $349K |
| West Wealth Group, LLC | 0.07% | Reduce -0.3% | 7,635 | $349K |
| Wedbush Securities Inc. | 0.01% | New | 7,590 | $347K |
| Focus Partners Wealth | 0.00% | No change | 7,579 | $346K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -37.3% | 7,514 | $343K |
| Goldman Sachs Group Inc. | 0.00% | No change | 7,277 | $332K |
| GEM Asset Management, LLC | 0.14% | Add +27.6% | 7,113 | $325K |
| Strategic Blueprint, LLC | 0.02% | New | 7,086 | $324K |
| New England Private Wealth Advisors LLC | 0.04% | Add +1.7% | 6,843 | $312K |
| IFG Advisory, LLC | 0.01% | Add +2.1% | 6,815 | $311K |
| Diversify Wealth Management, LLC | 0.01% | New | 6,647 | $304K |
| Comerica Bank | 0.00% | Add +7.3% | 6,660 | $304K |
| Stronghold Wealth Management L.L.C. | 0.44% | — | 6,451 | $295K |
| DecisionMap Wealth Management, LLC | 0.18% | Add +1.4% | 6,283 | $287K |
| Triad Wealth Partners, LLC | 0.03% | New | 6,112 | $279K |
| Caitlin John, LLC | 0.18% | Reduce -1.9% | 5,883 | $269K |
| SigFig Wealth Management, LLC | 0.01% | Add +1.2% | 5,456 | $249K |
| Twin City Private Wealth, LLC | 0.18% | Reduce -26.4% | 5,184 | $237K |
| Sanctuary Advisors, LLC | 0.00% | Add +13.0% | 5,099 | $233K |
| Evergreen Capital Management LLC | 0.01% | No change | 5,097 | $233K |
| IHT Wealth Management, LLC | 0.01% | Reduce -23.3% | 5,089 | $232K |
| Mariner, LLC | 0.00% | Add +1.6% | 4,933 | $225K |
| Leavell Investment Management, Inc. | 0.01% | No change | 4,645 | $212K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +3.1% | 4,478 | $204K |
| Warwick Investment Management, Inc. | 0.03% | New | 4,421 | $202K |
| Mutual Advisors, LLC | 0.00% | New | 4,391 | $200K |
| Spirit of America Management Corp. | 0.03% | Reduce -41.9% | 3,242 | $148K |
| International Assets Investment Management, LLC | 0.01% | New | 2,366 | $108K |
| Global Retirement Partners, LLC | 0.00% | Add +28.0% | 2,218 | $101K |
| Wells Fargo & Company | 0.00% | Reduce -71.5% | 2,040 | $93K |
| Capital Analysts, LLC | 0.00% | Reduce -4.7% | 1,715 | $78K |
| Commonwealth Retirement Investments LLC | 0.02% | New | 1,690 | $77K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 1,226 | $56K |
| FMR LLC | 0.00% | Add +24.2% | 1,202 | $55K |
| Private Trust Co. NA | 0.00% | Add +168.7% | 1,126 | $51K |
| Signature Equity Partners, LLC | 0.03% | — | 1,081 | $49K |
| US Bancorp \de | 0.00% | Add +15316.7% | 925 | $42K |
| AE Wealth Management LLC | 0.00% | Reduce -26.8% | 876 | $40K |
| Rossby Financial, LCC | 0.01% | Reduce -15.4% | 764 | $35K |
| CoreCap Advisors, LLC | 0.00% | Add +0.9% | 764 | $35K |
| Allworth Financial LP | 0.00% | New | 635 | $29K |
| SageView Advisory Group, LLC | 0.00% | New | 620 | $28K |
| Scarborough Advisors, LLC | 0.00% | Add +1.7% | 587 | $27K |
| Lanark Financial, Inc. | 0.00% | Reduce -7.9% | 499 | $23K |
| Raleigh Capital Management Inc. | 0.01% | Add +2900.0% | 390 | $18K |
| AdvisorNet Financial, Inc | 0.00% | No change | 209 | $10K |
| Evolution Wealth Management Inc. | 0.01% | New | 188 | $9K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 188 | $9K |
| REAP Financial Group, LLC | 0.00% | No change | 187 | $9K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +1.6% | 130 | $6K |
| SYM FINANCIAL Corp | 0.00% | New | 112 | $5K |
| Fairway Wealth LLC | 0.00% | New | 110 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 97 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 71 | $3K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.6% | 62 | $3K |
| Ancora Advisors LLC | 0.00% | Reduce -73.3% | 44 | $2K |
| Key Capital Management, INC | 0.00% | — | 31 | $1K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 14 | $639 |
| Maseco LLP | 0.00% | No change | 6 | $274 |
| Cornerstone Planning Group LLC | 0.00% | No change | 3 | $138 |
"% of holder's portfolio" is IGEB's weight in each manager's 13F, not the share of iShares Investment Grade SYS the manager owns.