iShares 5-10Y Inv GradeIGIBETF
13F holders, Q2 2024 (June 30)560holders +26
65new positions
42sold out
3famous investors
$51.26avg. 13F price*
At the end of Q2 2024, 560 institutions reported holding iShares 5-10Y Inv Grade Corp. (IGIB) in their 13F filings, up 26 from Q1 2024. 65 opened new positions and 42 sold out. The largest holders were Financial Engines Advisors L.L.C. ($2.7B), Prudential PLC ($702.1M) and US Bancorp \de ($411.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares 5-10Y Inv Grade Corp.
- CUSIP
- 464288638
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $134.4M |
| Exits | 42 | $44.3M |
All 13F filers, Q1 2024 → Q2 2024: 20,499,433 shares bought and 6,906,517 shares sold, net +13,592,916 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 560 holders
| Financial Engines Advisors L.L.C. | 5.98% | Add +4.0% | 52,513,411 | $2.7B |
| Prudential PLC | 4.88% | Add +45.1% | 13,696,169 | $702.1M |
| US Bancorp \de | 0.56% | Add +34.9% | 8,029,515 | $411.6M |
| Northern Trust Corp. | 0.07% | Reduce -1.2% | 7,597,609 | $389.5M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +1.3% | 7,278,275 | $373.1M |
| Japan Science & Technology Agency | 5.15% | No change | 7,237,448 | $371.0M |
| Envestnet Asset Management Inc. | 0.10% | Add +12.1% | 5,451,937 | $279.5M |
| Bank of America Corp. | 0.03% | Add +16.4% | 5,335,496 | $273.5M |
| Goldman Sachs Group Inc. | 0.05% | Add +0.8% | 5,303,270 | $271.8M |
| Assetmark, Inc. | 0.73% | Add +19.0% | 4,623,839 | $237.0M |
| Morgan Stanley | 0.02% | Reduce -3.6% | 4,262,928 | $218.5M |
| Allstate Corp. | 17.33% | Reduce -19.5% | 4,164,682 | $213.5M |
| One Capital Management, LLC | 6.91% | Add +18.6% | 3,956,402 | $202.8M |
| Ameriprise Financial Inc. | 0.05% | Add +17.3% | 3,851,211 | $197.4M |
| FMR LLC | 0.01% | Reduce -3.4% | 3,358,919 | $172.2M |
| Matson Money. Inc. | 5.68% | Add +1.6% | 3,328,532 | $170.6M |
| UBS Group AG | 0.05% | Add +7.6% | 3,258,954 | $167.1M |
| Wells Fargo & Company | 0.04% | Add +3.6% | 3,258,438 | $167.0M |
| Royal Bank of Canada | 0.03% | Add +4.5% | 2,799,917 | $143.5M |
| Raymond James & Associates | 0.07% | Add +9.6% | 2,221,424 | $113.9M |
| United Capital Financial Advisors, LLC | 0.87% | Add +0.6% | 1,980,146 | $101.5M |
| Bank of New York Mellon Corp | 0.02% | Reduce -2.4% | 1,890,529 | $96.9M |
| Gradient Investments LLC | 2.15% | Reduce -40.8% | 1,866,211 | $95.7M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -1.7% | 1,860,830 | $95.4M |
| Franklin Resources Inc. | 0.03% | Add +1.0% | 1,586,379 | $81.3M |
| Klaas Financial Asset Advisors, LLC | 14.10% | Add +7.1% | 1,500,663 | $76.9M |
| BlackRock Inc. | 0.00% | Reduce -22.4% | 1,486,304 | $76.2M |
| Stifel Financial Corp. | 0.08% | Add +22.1% | 1,314,340 | $67.4M |
| Manufacturers Life Insurance Company, The | 0.06% | Reduce -2.3% | 1,248,166 | $64.0M |
| Acropolis Investment Management, LLC | 4.03% | Add +4.2% | 1,244,507 | $63.8M |
| LPL Financial LLC | 0.03% | Add +18.7% | 1,229,740 | $63.0M |
| Keybank National Association | 0.24% | Reduce -1.8% | 1,141,251 | $58.5M |
| Haverford Trust Co | 0.59% | Add +3.3% | 1,096,664 | $56.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.7% | 1,048,352 | $53.7M |
| Greenwood Gearhart LLC | 5.01% | Add +2.8% | 1,037,024 | $53.2M |
| Ally Invest Advisors Inc. | 4.26% | Add +2.6% | 865,462 | $44.4M |
| Truist Financial Corp. | 0.06% | Add +3.3% | 811,563 | $41.6M |
| American Family Investments, Inc. | 2.80% | — | 751,159 | $38.5M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Add +9.0% | 727,847 | $37.3M |
| TD Private Client Wealth LLC | 1.16% | Add +8.7% | 716,337 | $36.7M |
| State Farm Mutual Automobile Insurance Co. | 0.03% | No change | 680,000 | $34.9M |
| Dodds Wealth, LLC | 13.60% | Add +2.7% | 675,654 | $34.8M |
| Commonwealth Equity Services, LLC | 0.05% | Add +23.2% | 626,762 | $32.1M |
| Kestra Advisory Services, LLC | 0.18% | Add +312.9% | 620,527 | $31.5M |
| Charter Oak Capital Management, LLC | 3.24% | Add +1282.4% | 606,225 | $31.1M |
| NorthCoast Asset Management LLC | 0.26% | New | 594,855 | $30.5M |
| Flagstone Financial Management | 10.47% | Add +52.2% | 548,963 | $28.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -46.4% | 548,830 | $28.1M |
| Busey Bank | 0.87% | Reduce -6.2% | 497,969 | $25.5M |
| Boyd Watterson Asset Management LLC | 7.30% | Add +3499.3% | 492,854 | $25.3M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +3.5% | 487,460 | $25.0M |
| Albion Financial Group | 1.87% | Add +4.1% | 484,469 | $24.8M |
| ProVise Management Group, LLC | 2.10% | Add +12.6% | 482,135 | $24.7M |
| Schmidt P J Investment Management Inc. | 4.50% | Add +1.5% | 480,724 | $24.6M |
| Proffitt & Goodson Inc. | 4.32% | Reduce -0.6% | 477,825 | $24.5M |
| Cetera Investment Advisers | 0.06% | Add +78.7% | 474,397 | $24.3M |
| Balyasny Asset Management L.P. | 0.06% | Add +168.4% | 463,747 | $23.8M |
| Sabal Trust CO | 1.39% | Reduce -29.1% | 455,435 | $23.3M |
| Avantax Advisory Services, Inc. | 0.16% | Add +20.2% | 436,315 | $22.4M |
| Janney Montgomery Scott LLC | 0.07% | Add +7.5% | 434,030 | $22.2M |
| Graypoint LLC | 1.46% | Add +20.7% | 412,178 | $21.1M |
| BCK Partners, Inc. | 10.59% | Add +8.1% | 399,560 | $20.5M |
| Arkansas Financial Group, Inc. | 3.60% | Reduce -7.9% | 394,113 | $20.2M |
| Flputnam Investment Management Co. | 0.38% | New | 391,771 | $20.1M |
| Leuthold Group, LLC | 2.31% | Reduce -0.4% | 389,904 | $20.0M |
| DT Investment Partners, LLC | 1.75% | Add +75.0% | 385,315 | $19.8M |
| Financial Partners Group, Inc | 2.91% | Add +2.5% | 359,277 | $18.4M |
| Carl P. Sherr & Co., LLC | 9.91% | Add +16.7% | 346,652 | $17.8M |
| TPG Financial Advisors, LLC | 8.34% | — | 343,771 | $17.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | No change | 337,281 | $17.3M |
| Sigma Planning Corp | 0.53% | Add +60.2% | 326,177 | $16.7M |
| Thrivent Financial for Lutherans | 0.03% | Add +5.0% | 319,122 | $16.4M |
| Legacy Financial Group LLC | 3.19% | Add +1.1% | 316,711 | $16.2M |
| Birchbrook, Inc. | 9.67% | Add +1.2% | 314,492 | $16.1M |
| Deutsche Bank AG | 0.01% | Add +0.3% | 310,730 | $15.9M |
| NewSquare Capital LLC | 1.33% | Add +2.6% | 300,735 | $15.4M |
| Toronto Dominion Bank | 0.02% | New | 300,000 | $15.4M |
| Roundview Capital LLC | 1.20% | Add +2.2% | 296,021 | $15.2M |
| Bar Harbor Wealth Management | 1.00% | Reduce -2.9% | 295,033 | $15.1M |
| Anchor Capital Advisors LLC | 0.42% | Reduce -0.6% | 292,921 | $15.0M |
| Bank of Montreal | 0.00% | Reduce -5.1% | 285,918 | $14.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +12.9% | 283,497 | $14.5M |
| Dakota Wealth Management | 0.31% | Add +18.4% | 257,519 | $13.2M |
| Mariner, LLC | 0.03% | Reduce -11.8% | 256,273 | $13.1M |
| Mendota Financial Group, LLC | 7.01% | Add +20.2% | 254,991 | $13.1M |
| Avidian Wealth Enterprises, LLC | 0.63% | Reduce -1.1% | 254,439 | $13.0M |
| Osaic Holdings, Inc. | 0.03% | Add +19.5% | 253,201 | $13.0M |
| Jones Financial Companies LLLP | 0.01% | Add +22.8% | 246,453 | $12.6M |
| Summit Wealth Partners, LLC | 2.61% | Add +3.5% | 244,981 | $12.6M |
| Hancock Whitney Corp. | 0.42% | Reduce -0.9% | 239,372 | $12.3M |
| MML Investors Services, LLC | 0.05% | Reduce -1.9% | 237,542 | $12.2M |
| Galvin, Gaustad & Stein, LLC | 1.12% | Add +1.3% | 232,313 | $11.9M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -8.2% | 226,612 | $11.7M |
| Prime Capital Investment Advisors, LLC | 0.17% | Reduce -44.9% | 220,648 | $11.3M |
| Rwa Wealth Partners, LLC | 0.15% | Add +5.0% | 219,420 | $11.2M |
| Asio Capital, LLC | 2.25% | Add +8.9% | 214,236 | $11.0M |
| Diversify Advisory Services, LLC | 0.58% | Add +57.1% | 203,714 | $10.5M |
| Ameliora Wealth Management Ltd. | 4.74% | Add +6.4% | 203,530 | $10.4M |
| Mittelman Wealth Management | 6.25% | Add +5.3% | 188,175 | $9.6M |
| D.A. Davidson & Co. | 0.09% | Add +7.1% | 187,286 | $9.6M |
| Black Diamond Financial, LLC | 1.84% | New | 186,050 | $9.5M |
| WESPAC Advisors SoCal, LLC | 2.37% | Add +46.7% | 184,382 | $9.5M |
| Phoenix Financial Ltd. | 0.14% | Add +40.0% | 178,399 | $9.1M |
| Capital Insight Partners, LLC | 1.72% | Add +1.2% | 178,222 | $9.1M |
| Quantitative Strategies, Inc. | 5.20% | New | 177,553 | $9.1M |
| LaSalle St. Investment Advisors, LLC | 4.47% | Add +1.2% | 174,759 | $9.0M |
| Rebalance, LLC | 0.70% | Add +11.5% | 169,161 | $8.7M |
| HSBC Holdings PLC | 0.01% | Add +46.0% | 165,412 | $8.5M |
| Stephens Inc. | 0.13% | Add +0.9% | 161,224 | $8.3M |
| Mutual Advisors, LLC | 0.25% | Add +7.8% | 157,874 | $8.2M |
| Financial Advocates Investment Management | 0.50% | Add +43.8% | 156,924 | $8.0M |
| Goldstone Financial Group, LLC | 1.59% | Add +4.4% | 154,482 | $7.9M |
| Bailard, Inc. | 0.21% | Add +3.4% | 152,128 | $7.8M |
| Capstone Investment Advisors, LLC | 0.35% | Reduce -52.8% | 149,401 | $7.7M |
| First Trust Advisors LP | 0.01% | Add +17.1% | 148,596 | $7.6M |
| Concentric Wealth Management, LLC | 1.97% | Reduce -0.6% | 147,199 | $7.5M |
| Chicago Partners Investment Group LLC | 0.29% | Add +17.2% | 144,184 | $7.5M |
| DAVENPORT & Co LLC | 0.05% | Reduce -1.7% | 145,466 | $7.5M |
| Creative Planning | 0.01% | Reduce -0.6% | 142,814 | $7.3M |
| Comerica Bank | 0.03% | Add +0.9% | 142,115 | $7.3M |
| NewEdge Advisors, LLC | 0.05% | Add +7.6% | 141,149 | $7.2M |
| Caldwell Trust Co | 0.80% | Add +16.4% | 140,717 | $7.2M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +2.2% | 139,205 | $7.1M |
| Destiny Capital Corp | 4.83% | Add +3.4% | 137,826 | $7.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.4% | 135,582 | $6.9M |
| Theory Financial LLC | 3.27% | Reduce -7.6% | 135,094 | $6.9M |
| Gunma Bank,Ltd. | 5.55% | New | 130,000 | $6.7M |
| Jmac Enterprises LLC | 1.14% | Add +12.2% | 127,079 | $6.5M |
| Citigroup Inc. | 0.01% | Add +11.6% | 126,815 | $6.5M |
| HighTower Advisors, LLC | 0.01% | Add +5.6% | 126,498 | $6.5M |
| Checchi Capital Advisers, LLC | 0.51% | Reduce -4.7% | 126,219 | $6.5M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +8.6% | 122,059 | $6.3M |
| Bartlett & Co. Wealth Management LLC | 0.09% | Reduce -3.7% | 121,589 | $6.2M |
| Private Advisor Group, LLC | 0.04% | Reduce -9.6% | 121,231 | $6.2M |
| Summit Wealth Group, LLC | 1.85% | New | 120,375 | $6.2M |
| Becker Capital Management Inc. | 0.20% | Add +2.8% | 115,482 | $5.9M |
| James Investment Research, Inc. | 0.70% | Reduce -2.4% | 115,119 | $5.9M |
| Aspen Investment Management Inc | 2.93% | Add +4.4% | 114,616 | $5.9M |
| Brown Financial Advisors | 2.54% | — | 110,684 | $5.7M |
| Adapt Wealth Advisors, LLC | 3.52% | Add +28.5% | 109,721 | $5.6M |
| Cwm, LLC | 0.03% | Add +7.7% | 108,112 | $5.5M |
| Manhattan West Asset Management, LLC | 1.50% | Reduce -17.4% | 107,984 | $5.5M |
| Blue Fin Capital, Inc. | 1.08% | Add +19.7% | 105,972 | $5.4M |
| Destination Wealth Management | 0.18% | Add +2.6% | 104,884 | $5.4M |
| Fisher Asset Management | 0.00% | Add +10.6% | 102,328 | $5.2M |
| JB Capital LLC | 0.32% | Add +27.1% | 100,881 | $5.2M |
| Patriot Investment Management Group, Inc. | 0.40% | Add +8.3% | 100,220 | $5.1M |
| Israel Discount Bank of New York | 8.07% | Reduce -29.9% | 98,897 | $5.1M |
| One Wealth Map LLC | 3.11% | Add +0.1% | 97,353 | $5.0M |
| Shelter Mutual Insurance Co | 1.30% | No change | 97,200 | $5.0M |
| Goelzer Investment Management, Inc. | 0.28% | Add +5.3% | 97,254 | $5.0M |
| Hennion & Walsh Asset Management, Inc. | 0.25% | Add +7.0% | 95,349 | $4.9M |
| UMB Bank, n.a. | 0.08% | Reduce -0.8% | 94,169 | $4.8M |
| Peoples Bank | 2.50% | Add +3.1% | 94,017 | $4.8M |
| Darrow Company, Inc. | 3.07% | Add +5.0% | 92,017 | $4.7M |
| StoneX Group Inc. | 0.38% | New | 91,964 | $4.7M |
| Bray Capital Advisors | 1.17% | No change | 91,315 | $4.7M |
| Veridan Wealth LLC | 1.87% | — | 87,628 | $4.7M |
| Van Hulzen Asset Management, LLC | 0.31% | Reduce -0.5% | 89,636 | $4.6M |
| Renaissance Technologies | 0.01% | New | 89,600 | $4.6M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +13.6% | 89,297 | $4.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.8% | 88,021 | $4.5M |
| Lido Advisors, LLC | 0.04% | Add +123.1% | 87,395 | $4.5M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.95% | Add +2.1% | 87,182 | $4.5M |
| Compound Planning, Inc. | 0.33% | Add +140.7% | 85,795 | $4.4M |
| Forte Asset Management LLC | 2.57% | Add +6.7% | 85,008 | $4.4M |
| Retirement Financial Solutions, LLC | 1.98% | Add +4.5% | 82,184 | $4.2M |
| Breakwater Capital Group | 0.96% | Reduce -19.1% | 82,139 | $4.2M |
| Freedom Investment Management, Inc. | 0.34% | Reduce -38.1% | 80,311 | $4.1M |
| Revisor Wealth Management LLC | 2.83% | Reduce -49.4% | 79,561 | $4.1M |
| National Bank of Canada | 0.01% | Add +124.6% | 80,400 | $4.1M |
| ETF Portfolio Partners, Inc. | 1.26% | Reduce -28.1% | 78,672 | $4.0M |
| LFA - Lugano Financial Advisors SA | 2.99% | Reduce -4.9% | 76,483 | $3.9M |
| FDx Advisors, Inc. | 1.07% | Reduce -0.7% | 75,758 | $3.9M |
| Regal Investment Advisors LLC | 0.26% | Add +3.6% | 75,239 | $3.9M |
| Meritage Portfolio Management | 0.24% | Reduce -3.6% | 74,927 | $3.8M |
| Smith Salley Wealth Management | 0.27% | New | 74,495 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +21.7% | 73,958 | $3.8M |
| Wooster Corthell Wealth Management, Inc. | 0.85% | Reduce -1.3% | 73,568 | $3.8M |
| MV Capital Management, Inc. | 0.42% | Add +8.7% | 73,502 | $3.8M |
| Transatlantique Private Wealth LLC | 1.53% | Add +162.3% | 73,248 | $3.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -32.2% | 72,780 | $3.7M |
| Mattson Financial Services, LLC | 1.33% | — | 72,613 | $3.7M |
| Waverly Advisors, LLC | 0.07% | Add +457.4% | 68,820 | $3.5M |
| AMG National Trust Bank | 0.09% | Add +14.9% | 67,643 | $3.5M |
| Davis R M Inc. | 0.07% | Reduce -1.6% | 64,130 | $3.3M |
| Agate Pass Investment Management, LLC | 1.72% | Add +2.2% | 63,062 | $3.2M |
| Park Avenue Securities LLC | 0.04% | Add +116.6% | 62,836 | $3.2M |
| Chesley Taft & Associates LLC | 0.16% | Add +1.5% | 62,539 | $3.2M |
| Ackerman Capital Advisors, LLC | 0.84% | Add +3.1% | 62,121 | $3.2M |
| City State Bank | 1.25% | Add +45.4% | 59,880 | $3.1M |
| Center For Asset Management LLC | 1.98% | Add +616.2% | 58,428 | $3.0M |
| Wealthspire Retirement, LLC | 0.24% | Reduce -0.2% | 56,921 | $2.9M |
| DMC Group, LLC | 2.45% | Add +12.7% | 55,790 | $2.9M |
| Blue Trust, Inc. | 0.04% | New | 54,751 | $2.8M |
| First Personal Financial Services | 0.64% | Reduce -0.9% | 55,094 | $2.8M |
| Vise Technologies, Inc. | 0.49% | Add +28.7% | 54,854 | $2.8M |
| Phillips Financial Management, LLC | 0.23% | Reduce -7.3% | 53,748 | $2.8M |
| Highline Wealth Partners LLC | 1.02% | New | 52,928 | $2.7M |
| Independent Financial Group, LLC | 0.11% | Add +93.3% | 52,334 | $2.7M |
| Forza Wealth Management, LLC | 1.38% | No change | 52,215 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -10.7% | 51,905 | $2.7M |
| Naples Global Advisors, LLC | 0.26% | Add +15.3% | 51,028 | $2.6M |
| Park Place Capital Corp | 0.83% | Reduce -9.1% | 50,908 | $2.6M |
| SWS Partners | 0.77% | Reduce -0.1% | 50,158 | $2.6M |
| Smartleaf Asset Management LLC | 0.41% | Reduce -22.8% | 49,090 | $2.5M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -4.0% | 48,509 | $2.5M |
| Absolute Capital Management, LLC | 1.49% | Reduce -2.3% | 47,860 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | New | 47,358 | $2.4M |
| Summit Global Investments | 0.17% | Reduce -0.1% | 45,923 | $2.4M |
| Courage Miller Partners, LLC | 0.84% | Reduce -0.1% | 45,706 | $2.3M |
| Renasant Bank | 1.61% | Reduce -9.9% | 45,690 | $2.3M |
| Interactive Financial Advisors, Inc. | 1.29% | Reduce -0.5% | 45,547 | $2.3M |
| Edmond DE Rothschild Holding S.A. | 0.04% | Reduce -7.6% | 44,719 | $2.3M |
| Sanctuary Advisors, LLC | 0.02% | — | 44,842 | $2.3M |
| Oppenheimer & Co. Inc. | 0.04% | New | 43,826 | $2.2M |
| Kingsview Wealth Management, LLC | 0.05% | Add +32.5% | 42,615 | $2.2M |
| Market Street Wealth Management Advisors LLC | 0.37% | Reduce -4.5% | 42,259 | $2.2M |
| Calamos Wealth Management LLC | 0.11% | Reduce -24.8% | 38,514 | $2.0M |
| Raymond James Trust N.A. | 0.05% | Reduce -8.2% | 38,152 | $2.0M |
| Voya Financial Advisors, Inc. | 0.21% | Add +3.1% | 36,575 | $1.9M |
| Ballentine Partners, LLC | 0.03% | Add +2.0% | 36,231 | $1.9M |
| Eagle Global Advisors LLC | 0.10% | Reduce -0.7% | 35,391 | $1.8M |
| TAGStone Capital, Inc. | 1.02% | Add +0.1% | 35,252 | $1.8M |
| Whittier Trust Co. | 0.03% | Reduce -9.5% | 35,207 | $1.8M |
| Sowell Financial Services LLC | 0.08% | Add +79.3% | 34,162 | $1.8M |
| Cerity Partners LLC | 0.00% | Add +1.0% | 33,585 | $1.7M |
| Advisory Research Inc. | 0.32% | No change | 33,566 | $1.7M |
| Pinnacle Family Advisors, LLC | 0.94% | Add +21.4% | 33,007 | $1.7M |
| Advisory Services Network, LLC | 0.03% | Reduce -27.5% | 31,752 | $1.6M |
| Sage Advisory Services, Ltd.Co. | 0.45% | Add +2.3% | 31,576 | $1.6M |
| Strategic Investment Advisors / MI | 0.19% | Add +22.2% | 30,986 | $1.6M |
| TFB Advisors LLC | 0.51% | Reduce -0.5% | 30,589 | $1.6M |
| Grey Ledge Advisors, LLC | 0.42% | Add +6.2% | 30,265 | $1.6M |
| Bigelow Investment Advisors, LLC | 0.74% | Add +26.9% | 30,169 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -2.7% | 29,725 | $1.5M |
| Capital Analysts, LLC | 0.07% | Add +36.3% | 28,922 | $1.5M |
| Holistic Financial Partners | 0.74% | Reduce -1.2% | 28,627 | $1.5M |
| Archvest Wealth Advisors, Inc. | 0.97% | Add +64.3% | 28,835 | $1.5M |
| Millennium Management | 0.00% | Reduce -83.6% | 27,941 | $1.4M |
| Tiemann Investment Advisors, LLC | 0.64% | Reduce -0.7% | 27,860 | $1.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +8.7% | 27,636 | $1.4M |
| D L Carlson Investment Group Inc. | 0.27% | Add +37.5% | 27,364 | $1.4M |
| Savant Capital, LLC | 0.01% | Add +8.9% | 27,096 | $1.4M |
| Prospera Financial Services Inc | 0.04% | Add +3.5% | 26,640 | $1.4M |
| Barclays PLC | 0.00% | Add +8.6% | 26,544 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +21.1% | 26,445 | $1.4M |
| Private Wealth Management Group, LLC | 0.59% | Add +9.8% | 26,398 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -12.5% | 26,024 | $1.3M |
| Betterment LLC | 0.00% | Add +235.3% | 25,405 | $1.3M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -15.7% | 25,172 | $1.3M |
| Allianz Investment Management U.S. LLC | 0.08% | No change | 24,597 | $1.3M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | Add +0.8% | 23,910 | $1.2M |
| Stelac Advisory Services LLC | 0.51% | Add +8.9% | 23,897 | $1.2M |
| Northwest Capital Management Inc | 0.44% | Reduce -7.4% | 23,640 | $1.2M |
| Choreo, LLC | 0.02% | Add +140.5% | 23,820 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +0.9% | 23,627 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -1.1% | 23,312 | $1.2M |
| Parsons Capital Management Inc. | 0.08% | Reduce -2.9% | 23,450 | $1.2M |
| Diversified Portfolios, Inc. | 0.16% | Reduce -0.0% | 23,199 | $1.2M |
| Endurance Services Ltd | 0.22% | No change | 23,067 | $1.2M |
| Optivise Advisory Services LLC | 0.63% | — | 22,632 | $1.2M |
| Boltwood Capital Management | 0.35% | Add +12.0% | 22,070 | $1.1M |
| Bangor Savings Bank | 0.11% | Reduce -19.9% | 21,618 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -9.3% | 21,220 | $1.1M |
| Peddock Capital Advisors, LLC | 0.28% | No change | 21,216 | $1.1M |
| Avior Wealth Management, LLC | 0.05% | Add +89.2% | 20,788 | $1.1M |
| SWP Financial LLC | 0.68% | Reduce -85.0% | 20,207 | $1.0M |
| Hexagon Capital Partners LLC | 0.22% | Add +37.0% | 20,130 | $1.0M |
| Cary Street Partners Investment Advisory LLC | 0.04% | Reduce -1.7% | 19,670 | $1.0M |
| Wambolt & Associates, LLC | 0.29% | Add +10.8% | 19,656 | $1000K |
| Atria Investments, Inc | 0.01% | New | 19,294 | $989K |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +82.0% | 18,993 | $974K |
| Mgo One Seven LLC | 0.05% | Reduce -83.5% | 18,794 | $963K |
| Hobbs Group Advisors, LLC | 0.36% | — | 18,531 | $950K |
| Adams Wealth Management | 0.21% | Reduce -15.6% | 18,214 | $934K |
| CacheTech Inc. | 0.21% | — | 18,214 | $934K |
| Beacon Bridge Wealth Partners, LLC | 0.43% | Reduce -28.5% | 18,139 | $930K |
| 4J Wealth Management LLC | 0.77% | Reduce -15.0% | 18,115 | $929K |
| AdvisorNet Financial, Inc | 0.08% | Reduce -7.9% | 17,773 | $911K |
| Wescott Financial Advisory Group, LLC | 0.10% | Add +0.1% | 17,554 | $900K |
| RiverFront Investment Group, LLC | 0.02% | New | 17,107 | $877K |
| Trivium Point Advisory, LLC | 0.13% | Add +251.0% | 17,034 | $873K |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -53.8% | 16,846 | $864K |
| Per Stirling Capital Management, LLC. | 0.14% | New | 16,672 | $855K |
| NTV Asset Management LLC | 0.12% | Add +0.9% | 16,437 | $843K |
| Captrust Financial Advisors | 0.00% | Reduce -13.1% | 16,230 | $832K |
| Vantage Financial Partners, LLC | 0.22% | Reduce -26.6% | 16,162 | $828K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -81.5% | 15,618 | $828K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -1.4% | 16,123 | $826K |
| Lineweaver Wealth Advisors, LLC | 0.17% | Reduce -27.1% | 16,079 | $824K |
| HM Payson & Co. | 0.01% | No change | 16,000 | $820K |
| Ascentis Independent Advisors | 0.17% | — | 15,823 | $811K |
| Hengehold Capital Management LLC | 0.08% | Add +0.8% | 15,785 | $809K |
| GFI Investment Counsel Ltd. | 0.11% | Add +0.1% | 15,684 | $804K |
| Squire Investment Management Company, LLC | 0.45% | No change | 15,591 | $799K |
| Duncker Streett & Co. Inc. | 0.15% | No change | 15,034 | $771K |
| Concourse Financial Group Securities, Inc. | 0.05% | Add +10.7% | 15,027 | $770K |
| Brookstone Capital Management | 0.01% | Reduce -13.3% | 14,679 | $764K |
| Capital Investment Counsel, LLC | 0.15% | Add +21.5% | 14,898 | $764K |
| Horizon Investment Services, LLC | 0.36% | Add +0.0% | 14,751 | $756K |
| Keel Point, LLC | 0.07% | Reduce -10.8% | 14,248 | $753K |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +0.2% | 14,405 | $738K |
| Mitchell Sinkler & Starr | 0.19% | No change | 14,021 | $728K |
| Global Retirement Partners, LLC | 0.02% | Add +82.3% | 14,184 | $727K |
| Tilia Fiduciary Partners, Inc. | 0.56% | Add +12.6% | 13,910 | $713K |
| Herold Advisors, Inc. | 0.16% | Add +9.9% | 13,809 | $708K |
| Synovus Financial Corp. | 0.01% | Add +57.4% | 13,664 | $700K |
| Columbus Macro, LLC | 0.27% | Reduce -1.2% | 13,448 | $692K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -4.3% | 13,480 | $691K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +1.4% | 13,121 | $673K |
| Legacy Capital Group California, Inc. | 0.23% | Add +4.9% | 12,690 | $650K |
| Eagle Asset Management Inc. | 0.00% | Reduce -6.1% | 12,634 | $642K |
| Vicus Capital | 0.06% | Reduce -4.5% | 12,318 | $631K |
| Kingswood Wealth Advisors, LLC | 0.06% | New | 12,179 | $624K |
| Pictet Asset Management Holding SA | 0.00% | New | 12,000 | $615K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | No change | 11,855 | $608K |
| OneDigital Investment Advisors LLC | 0.01% | Add +127.4% | 11,825 | $606K |
| Equita Financial Network, Inc. | 0.25% | Add +1.8% | 11,815 | $606K |
| My Legacy Advisors, LLC | 0.19% | New | 11,759 | $603K |
| Hoxton Planning & Management, LLC | 0.27% | Add +1.7% | 11,458 | $587K |
| Invst, LLC | 0.06% | New | 11,538 | $587K |
| Prossimo Advisors, LLC | 0.52% | New | 11,125 | $570K |
| Full Sail Capital, LLC | 0.04% | Add +0.3% | 10,958 | $562K |
| Fortis Capital Management LLC | 0.12% | Add +1.1% | 10,938 | $561K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -11.9% | 10,937 | $561K |
| Hilltop Partners LLC | 0.21% | Reduce -9.4% | 10,918 | $560K |
| Realta Investment Advisors | 0.11% | Reduce -15.9% | 10,736 | $550K |
| Simmons Bank | 0.04% | No change | 10,711 | $549K |
| Flagstar Securities, Inc. | 0.15% | Add +0.5% | 10,680 | $547K |
| FOCUS Wealth Advisors, LLC | 0.27% | No change | 10,434 | $535K |
| Wealth Advisory Solutions, LLC | 0.14% | Reduce -5.0% | 10,263 | $526K |
| Transcend Capital Advisors, LLC | 0.04% | Add +2.8% | 10,119 | $519K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 10,111 | $518K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 10,111 | $518K |
| Nottingham Advisors, Inc. | 0.06% | No change | 10,000 | $513K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +120.0% | 9,985 | $512K |
| High Falls Advisors, Inc | 0.12% | New | 9,919 | $508K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -1.5% | 9,808 | $503K |
| Jane Street Group, LLC | 0.00% | New | 9,486 | $486K |
| Hilltop Holdings Inc. | 0.06% | No change | 9,478 | $486K |
| Seed Wealth Management, Inc. | 0.41% | Reduce -7.4% | 9,190 | $471K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | New | 9,148 | $469K |
| Country Club Bank | 0.03% | Reduce -24.6% | 9,070 | $467K |
| Channel Wealth LLC | 0.17% | Add +2.8% | 9,032 | $463K |
| YHB Investment Advisors, Inc. | 0.04% | Add +33.9% | 9,015 | $462K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +85.8% | 8,863 | $454K |
| Sawgrass Asset Management LLC | 0.05% | No change | 8,759 | $449K |
| Transcendent Capital Group LLC | 0.26% | Add +0.1% | 8,728 | $447K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +12.0% | 8,705 | $446K |
| Stokes Family Office, LLC | 0.05% | Reduce -2.8% | 8,685 | $445K |
| Argent Trust Co | 0.02% | No change | 8,555 | $439K |
| Omega Financial Group, LLC | 0.18% | Add +0.9% | 8,536 | $438K |
| Arkadios Wealth Advisors | 0.03% | Add +93.4% | 8,492 | $435K |
| Investment Partners, LTD. | 0.19% | Add +0.3% | 8,305 | $426K |
| Bellecapital International Ltd. | 0.09% | Reduce -35.2% | 8,255 | $423K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -4.7% | 8,195 | $420K |
| Evolution Wealth Advisors, LLC | 0.08% | Reduce -3.0% | 8,130 | $417K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -4.9% | 7,990 | $410K |
| Paces Ferry Wealth Advisors, LLC | 0.25% | New | 7,977 | $409K |
| GYL Financial Synergies, LLC | 0.03% | No change | 7,685 | $394K |
| Ellenbecker Investment Group | 0.08% | Reduce -17.8% | 7,457 | $382K |
| Mid-American Wealth Advisory Group, Inc. | 0.24% | Reduce -21.9% | 7,365 | $378K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 7,350 | $377K |
| Commerce Bank | 0.00% | New | 7,196 | $369K |
| KPP Advisory Services LLC | 0.10% | Add +16.7% | 7,164 | $367K |
| Ascent Group, LLC | 0.03% | Add +29.0% | 7,106 | $364K |
| Clearbridge Investments, LLC | 0.00% | Reduce -4.0% | 7,052 | $361K |
| NBT Bank, N.A. | 0.03% | Reduce -10.4% | 7,032 | $360K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +0.7% | 7,021 | $360K |
| Consolidated Portfolio Review Corp | 0.08% | Add +5.5% | 7,004 | $359K |
| World Investment Advisors | 0.02% | New | 6,922 | $355K |
| Perigon Wealth Management, LLC | 0.01% | Add +33.8% | 6,843 | $351K |
| Cape Cod Five Cents Savings Bank | 0.03% | Reduce -3.5% | 6,829 | $350K |
| Royal Fund Management, LLC | 0.05% | Add +48.0% | 6,761 | $347K |
| Legacy PCG, LLC | 0.22% | No change | 6,717 | $344K |
| Belpointe Asset Management LLC | 0.02% | Reduce -12.4% | 6,716 | $344K |
| FC Advisory LLC | 0.12% | Reduce -6.1% | 6,542 | $335K |
| Paragon Capital Management Ltd | 0.06% | No change | 6,482 | $332K |
| Crestwood Advisors Group, LLC | 0.01% | Add +0.1% | 6,480 | $332K |
| Western Wealth Management, LLC | 0.02% | Reduce -8.3% | 6,456 | $331K |
| Obermeyer Wealth Partners | 0.02% | No change | 6,410 | $329K |
| Tiaa Trust, National Association | 0.00% | Add +1.0% | 6,367 | $326K |
| Hofer & Associates. Inc | 0.25% | Add +0.8% | 6,201 | $318K |
| Ancora Advisors LLC | 0.01% | No change | 6,154 | $315K |
| Paladin Advisory Group, LLC | 0.25% | Reduce -5.4% | 6,190 | $315K |
| 1900 Wealth Management LLC | 0.03% | Reduce -95.0% | 6,117 | $314K |
| Freestone Capital Holdings, LLC | 0.01% | Add +6.4% | 6,096 | $312K |
| Ceeto Capital Group, LLC | 0.12% | No change | 6,000 | $308K |
| Meridian Management Co. | 0.08% | Reduce -1.5% | 6,003 | $308K |
| SIMA Wealth Partners, LLC | 0.29% | — | 5,984 | $307K |
| Greytown Advisors Inc. | 0.18% | New | 5,942 | $305K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.2% | 5,933 | $304K |
| Pettyjohn, Wood & White, Inc. | 0.06% | Reduce -1.3% | 5,850 | $300K |
| Level Four Advisory Services, LLC | 0.01% | Add +26.2% | 5,845 | $300K |
| AlphaStar Capital Management, LLC | 0.03% | New | 5,832 | $299K |
| Sheets Smith Wealth Management | 0.04% | Add +13.7% | 5,800 | $297K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.7% | 5,799 | $297K |
| Transform Wealth, LLC | 0.02% | New | 5,717 | $293K |
| Meridian Financial Advisors, LLC | 0.21% | Reduce -3.3% | 5,688 | $292K |
| Fiduciary Alliance LLC | 0.05% | Add +1.3% | 5,673 | $290K |
| Seaside Wealth Management, Inc. | 0.12% | No change | 5,444 | $279K |
| Foundations Investment Advisors, LLC | 0.01% | Add +18.8% | 5,411 | $277K |
| Wedbush Securities Inc. | 0.01% | Add +9.0% | 5,412 | $277K |
| West Michigan Advisors, LLC | 0.09% | Add +1.4% | 5,392 | $276K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 5,389 | $276K |
| Arjuna Capital | 0.07% | New | 5,325 | $273K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +56.0% | 5,199 | $272K |
| Brady Family Wealth, LLC | 0.09% | Reduce -7.2% | 5,180 | $266K |
| International Assets Investment Management, LLC | 0.02% | Add +0.4% | 5,106 | $262K |
| Apriem Advisors | 0.03% | Reduce -12.3% | 5,092 | $261K |
| Rede Wealth, LLC | 0.24% | Reduce -4.8% | 5,048 | $259K |
| Csenge Advisory Group | 0.01% | Add +9.2% | 5,046 | $259K |
| Zacks Investment Management | 0.00% | Reduce -88.4% | 5,045 | $259K |
| Acorn Wealth Advisors, LLC | 0.13% | No change | 5,041 | $258K |
| Courier Capital LLC | 0.02% | No change | 5,035 | $258K |
| Lee Financial Co | 0.04% | Reduce -20.8% | 5,018 | $257K |
| Evanson Asset Management, LLC | 0.02% | No change | 5,016 | $257K |
| Quantum Portfolio Management LLC | 0.15% | No change | 5,000 | $256K |
| PFG Advisors | 0.02% | Add +8.8% | 4,955 | $254K |
| Ledyard National Bank | 0.02% | No change | 4,884 | $250K |
| Beacon Bank & Trust | 0.06% | Reduce -15.1% | 4,867 | $249K |
| Woodward Diversified Capital, LLC | 0.14% | Reduce -1.3% | 4,653 | $239K |
| Berkshire Asset Management LLC | 0.01% | New | 4,648 | $238K |
| Prudential Financial Inc. | 0.00% | New | 4,555 | $234K |
| IHT Wealth Management, LLC | 0.01% | Reduce -22.3% | 4,551 | $233K |
| AE Wealth Management LLC | 0.00% | Reduce -0.2% | 4,528 | $232K |
| Sandy Spring Bank | 0.01% | No change | 4,392 | $225K |
| Parallel Advisors, LLC | 0.01% | Add +1142.1% | 4,310 | $221K |
| Alhambra Investment Management LLC | 0.12% | Reduce -2.9% | 4,260 | $218K |
| Arete Wealth Advisors, LLC | 0.02% | New | 4,246 | $218K |
| Equitable Holdings, Inc. | 0.00% | Add +2.5% | 4,228 | $217K |
| Vista Investment Management | 0.09% | New | 4,195 | $215K |
| Trilogy Capital Inc. | 0.01% | Reduce -1.0% | 4,183 | $214K |
| New World Advisors LLC | 0.06% | Add +0.6% | 4,178 | $214K |
| CW Advisors, LLC | 0.00% | New | 4,167 | $214K |
| Farrell Financial LLC | 0.16% | Add +0.7% | 4,119 | $211K |
| Wealth Quarterback LLC | 0.12% | Reduce -10.6% | 4,113 | $211K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -6.8% | 4,105 | $210K |
| Capital Advisors Inc. | 0.00% | New | 4,103 | $210K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -2.7% | 4,088 | $210K |
| Lutz Financial Services LLC | 0.02% | No change | 4,065 | $208K |
| Ameritas Advisory Services, LLC | 0.01% | New | 4,062 | $208K |
| Harbour Investments, Inc. | 0.01% | Reduce -34.9% | 4,042 | $207K |
| Regions Financial Corp. | 0.00% | Add +1.4% | 4,032 | $207K |
| GDS Wealth Management | 0.02% | Add +0.1% | 4,012 | $206K |
| Parkside Financial Bank & Trust | 0.03% | No change | 3,935 | $202K |
| RiverGlades Family Offices LLC | 0.16% | New | 3,910 | $200K |
| Webster Bank, N. A. | 0.02% | Reduce -0.6% | 3,584 | $184K |
| TD Capital Management LLC | 0.02% | Add +0.8% | 3,398 | $174K |
| Blair William & Co. | 0.00% | Add +522.7% | 3,313 | $170K |
| Indiana Trust & Investment Management Co | 0.06% | No change | 3,270 | $168K |
| Principal Securities, Inc. | 0.00% | Add +57.3% | 3,256 | $167K |
| CNB Bank | 0.08% | No change | 3,234 | $166K |
| Qube Research & Technologies Ltd | 0.00% | New | 3,043 | $156K |
| Sunbelt Securities, Inc. | 0.02% | New | 3,000 | $154K |
| Family Asset Management, LLC | 0.09% | New | 2,732 | $140K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -48.4% | 2,726 | $140K |
| Sachetta, LLC | 0.06% | Add +29.2% | 2,572 | $134K |
| Householder Group Estate & Retirement Specialist, LLC | 0.04% | Add +0.7% | 2,613 | $133K |
| Private Trust Co. NA | 0.01% | Add +12.5% | 2,567 | $132K |
| Tyler-Stone Wealth Management | 0.05% | Add +0.3% | 2,542 | $130K |
| Morton Brown Family Wealth, LLC | 0.05% | New | 2,486 | $129K |
| Lanark Financial, Inc. | 0.01% | Add +0.4% | 2,524 | $129K |
| Hanson & Doremus Investment Management | 0.02% | Add +0.0% | 2,378 | $122K |
| LGT Financial Advisors LLC | 0.24% | New | 2,246 | $115K |
| Spire Wealth Management | 0.00% | Reduce -64.1% | 2,089 | $107K |
| FinTrust Capital Advisors, LLC | 0.02% | No change | 1,902 | $97K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 1,821 | $93K |
| Running Point Capital Advisors, LLC | 0.04% | No change | 1,816 | $93K |
| CENTRAL TRUST Co | 0.00% | No change | 1,781 | $91K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.6% | 1,761 | $90K |
| Mather Group, Llc. | 0.00% | Add +11400.0% | 1,725 | $89K |
| Signature Resources Capital Management, LLC | 0.07% | No change | 1,665 | $85K |
| GeoWealth Management, LLC | 0.00% | Reduce -1.0% | 1,658 | $85K |
| American National Bank & Trust | 0.01% | Reduce -10.0% | 1,578 | $81K |
| Bokf, NA | 0.00% | Reduce -79.2% | 1,522 | $78K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -31.5% | 1,486 | $76K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,470 | $75K |
| Mechanics Financial Corp | 0.03% | No change | 1,324 | $68K |
| IFP Advisors, Inc | 0.00% | Add +318.4% | 1,318 | $68K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,249 | $64K |
| New Republic Capital, LLC | 0.03% | New | 1,212 | $62K |
| CVA Family Office, LLC | 0.01% | No change | 1,196 | $61K |
| Olistico Wealth, LLC | 0.04% | New | 1,079 | $55K |
| Banque Cantonale Vaudoise | 0.00% | No change | 1,000 | $51K |
| NorthRock Partners, LLC | 0.00% | Reduce -72.9% | 909 | $47K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +0.7% | 856 | $44K |
| Element Wealth, LLC | 0.02% | Add +0.3% | 800 | $41K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +8.4% | 786 | $40K |
| Strategic Financial Concepts, LLC | 0.02% | New | 23,687 | $40K |
| Triad Wealth Partners, LLC | 0.02% | New | 776 | $40K |
| Balefire, LLC | 0.01% | Reduce -82.5% | 738 | $38K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 690 | $35K |
| 1620 Investment Advisors, Inc. | 0.03% | New | 686 | $35K |
| AllSquare Wealth Management LLC | 0.02% | No change | 650 | $33K |
| WR Wealth Planners, LLC | 0.01% | Reduce -0.5% | 624 | $32K |
| JCIC Asset Management Inc. | 0.01% | No change | 620 | $32K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -48.9% | 611 | $31K |
| Silver Oak Securities, Incorporated | 0.00% | Add +0.3% | 608 | $31K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 588 | $30K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 570 | $29K |
| Fifth Third Bancorp | 0.00% | Reduce -94.0% | 500 | $26K |
| Community Bank, N.A. | 0.00% | No change | 496 | $25K |
| Heck Capital Advisors, LLC | 0.00% | Add +1.1% | 481 | $25K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +1.1% | 475 | $24K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -39.2% | 465 | $24K |
| Rothschild Investment LLC | 0.00% | New | 455 | $23K |
| Union Savings Bank | 0.01% | No change | 450 | $23K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 435 | $22K |
| PSI Advisors, LLC | 0.01% | New | 429 | $22K |
| Friedenthal Financial | 0.01% | Add +9.1% | 359 | $18K |
| Astor Investment Management LLC | 0.01% | New | 348 | $18K |
| Colonial Trust Advisors | 0.00% | No change | 330 | $17K |
| Coppell Advisory Solutions LLC | 0.00% | — | 314 | $16K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 290 | $15K |
| Wolff Wiese Magana LLC | 0.01% | New | 289 | $15K |
| Kelly Financial Services LLC | 0.00% | New | 259 | $13K |
| Tradewinds Capital Management, LLC | 0.00% | New | 226 | $12K |
| Thomas J. Herzfeld Advisors, Inc. | 0.00% | New | 222 | $11K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 210 | $11K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 200 | $10K |
| Abich Financial Wealth Management LLC | 0.01% | Reduce -85.5% | 186 | $10K |
| Richardson Financial Services Inc. | 0.01% | Reduce -3.2% | 180 | $9K |
| Nepc LLC | 0.00% | Reduce -52.6% | 179 | $9K |
| City Holding Co. | 0.00% | No change | 170 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 169 | $9K |
| Sound Income Strategies, LLC | 0.00% | Reduce -28.2% | 158 | $8K |
| Sugarloaf Wealth Management, LLC | 0.00% | Add +1.4% | 148 | $8K |
| Viewpoint Capital Management LLC | 0.00% | No change | 142 | $7K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 132 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Add +416.7% | 124 | $7K |
| Investors Research Corp | 0.00% | No change | 120 | $6K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 110 | $6K |
| Beacon Capital Management, LLC | 0.00% | No change | 109 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -67.6% | 109 | $6K |
| Stephens Consulting, LLC | 0.00% | No change | 96 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 86 | $4K |
| Ashton Thomas Securities, LLC | 0.00% | — | 81 | $4K |
| Tucker Asset Management LLC | 0.00% | No change | 65 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -32.6% | 64 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 57 | $3K |
| Private Ocean, LLC | 0.00% | No change | 49 | $3K |
| Archer Investment Corp | 0.00% | Reduce -78.7% | 47 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 42 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 42 | $2K |
| First Command Advisory Services, Inc. | 0.00% | New | 38 | $2K |
| Horizon Investments, LLC | 0.00% | No change | 25 | $1K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 22 | $1K |
| Clarity Asset Management, Inc. | 0.00% | No change | 20 | $1K |
| Great Lakes Retirement, Inc. | 0.00% | New | 20 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 14 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 14 | $718 |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 11 | $564 |
| Key Financial Inc | 0.00% | No change | 8 | $426 |
| Creekmur Asset Management LLC | 0.00% | No change | 5 | $256 |
| REAP Financial Group, LLC | 0.00% | Reduce -99.9% | 1 | $54 |
| IAG Wealth Partners, LLC | 0.00% | New | 1 | $51 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $51 |
| Cypress Capital, LLC | 0.00% | New | 1 | $44 |
"% of holder's portfolio" is IGIB's weight in each manager's 13F, not the share of iShares 5-10Y Inv Grade Corp. the manager owns.