iShares 5-10Y Inv GradeIGIBETF

13F holders, Q3 2024 (September 30)
586holders +26
63new positions
44sold out
3famous investors
$53.69avg. 13F price*

At the end of Q3 2024, 586 institutions reported holding iShares 5-10Y Inv Grade Corp. (IGIB) in their 13F filings, up 26 from Q2 2024. 63 opened new positions and 44 sold out. The largest holders were Financial Engines Advisors L.L.C. ($2.9B), Prudential PLC ($577.9M) and Northern Trust Corp. ($454.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
iShares 5-10Y Inv Grade Corp.
CUSIP
464288638
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 534Q1 2024Q2 2024: 560Q2 2024Q3 2024: 586Q3 2024Q4 2024: 630Q4 2024Q1 2025: 627Q1 2025Q2 2025: 651Q2 2025Q3 2025: 668Q3 2025Q4 2025: 689Q4 2025Q1 2026: 709Q1 2026Q2 2026: 712Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions63$93.9M
Exits44$34.7M

All 13F filers, Q2 2024 → Q3 2024: 14,377,921 shares bought and 14,371,456 shares sold, net +6,465 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 586 holders

Financial Engines Advisors L.L.C. 6.11% Add +3.8% 54,484,786 $2.9B
Prudential PLC 2.92% Reduce -21.5% 10,757,322 $577.9M
Northern Trust Corp. 0.07% Add +11.2% 8,450,652 $454.0M
Charles Schwab Investment Management Inc. 0.08% Add +2.2% 7,438,385 $399.6M
Japan Science & Technology Agency 5.14% No change 7,237,448 $388.8M
US Bancorp \de 0.48% Reduce -13.6% 6,935,852 $372.6M
Bank of America Corp. 0.03% Add +1.6% 5,423,071 $291.3M
Envestnet Asset Management Inc. 0.09% Reduce -6.7% 5,084,545 $273.1M
Assetmark, Inc. 0.69% Reduce -2.8% 4,496,330 $241.5M
One Capital Management, LLC 7.70% Add +13.5% 4,491,249 $241.3M
Morgan Stanley 0.02% Add +1.2% 4,313,065 $231.7M
Ameriprise Financial Inc. 0.06% Add +7.7% 4,146,327 $222.5M
Allstate Corp. 18.24% Reduce -14.3% 3,569,858 $191.8M
UBS Group AG 0.05% Add +9.2% 3,558,761 $191.2M
Wells Fargo & Company 0.05% Add +6.4% 3,468,044 $186.3M
Matson Money. Inc. 6.14% Reduce -0.1% 3,326,914 $178.7M
FMR LLC 0.01% Reduce -2.8% 3,266,567 $175.5M
Royal Bank of Canada 0.03% Add +1.0% 2,829,133 $152.0M
JPMorgan Chase & Co. 0.01% Add +133.5% 2,447,483 $131.5M
United Capital Financial Advisors, LLC 0.91% Add +3.9% 2,056,610 $110.5M
PNC Financial Services Group, Inc. 0.06% Add +1.2% 1,883,822 $101.2M
Acropolis Investment Management, LLC 5.75% Add +44.8% 1,802,354 $96.8M
Raymond James & Associates 0.06% Reduce -21.3% 1,748,738 $93.9M
Gradient Investments LLC 1.86% Reduce -11.1% 1,659,455 $89.1M
Franklin Resources Inc. 0.02% Add +2.9% 1,631,845 $86.4M
Goldman Sachs Group Inc. 0.02% Reduce -69.8% 1,599,382 $85.9M
Bank of New York Mellon Corp 0.02% Reduce -16.4% 1,579,682 $84.9M
Stifel Financial Corp. 0.09% Add +15.2% 1,514,301 $81.3M
Klaas Financial Asset Advisors, LLC 14.01% Add +0.2% 1,504,130 $80.8M
BlackRock, Inc. 0.00% — 1,328,909 $71.4M
LPL Financial LLC 0.03% Add +6.9% 1,314,739 $70.6M
Keybank National Association 0.24% Add +1.8% 1,161,491 $62.4M
Haverford Trust Co 0.59% Add +3.4% 1,134,321 $60.9M
Greenwood Gearhart LLC 4.92% Add +6.2% 1,101,013 $59.1M
NorthCoast Asset Management LLC 0.39% Add +74.2% 1,036,327 $55.7M
Ally Invest Advisors Inc. 4.24% Add +2.8% 889,366 $47.8M
Charter Oak Capital Management, LLC 4.32% Add +42.1% 861,538 $46.3M
TD Private Client Wealth LLC 1.25% Add +12.8% 808,098 $43.4M
Truist Financial Corp. 0.07% Reduce -1.5% 799,200 $42.9M
American Family Investments, Inc. 2.85% No change 751,159 $40.4M
Balyasny Asset Management L.P. 0.10% Add +49.4% 692,806 $37.2M
Envestnet Portfolio Solutions, Inc. 0.12% Reduce -5.5% 687,562 $36.9M
Dodds Wealth, LLC 12.31% Add +3.3% 698,178 $36.9M
State Farm Mutual Automobile Insurance Co. 0.03% No change 680,000 $36.5M
Scarborough Advisors, LLC 5.36% New 617,210 $33.2M
Kestra Advisory Services, LLC 0.18% Reduce -2.8% 602,989 $32.4M
Janney Montgomery Scott LLC 0.09% Add +35.2% 586,741 $31.5M
Flagstone Financial Management 10.50% Add +6.2% 582,744 $31.3M
ProVise Management Group, LLC 2.15% Add +4.8% 505,370 $27.1M
Boyd Watterson Asset Management LLC 7.34% Add +0.0% 493,062 $26.5M
Proffitt & Goodson Inc. 4.30% Add +2.3% 488,727 $26.3M
Schmidt P J Investment Management Inc. 4.53% Add +1.5% 488,086 $26.2M
Graypoint LLC 1.67% Add +17.8% 485,651 $26.1M
Commonwealth Equity Services, LLC 0.04% Reduce -23.3% 480,795 $25.8M
Busey Bank 0.84% Reduce -4.0% 477,865 $25.7M
BCK Partners, Inc. 11.64% Add +13.6% 453,956 $24.4M
Financial Partners Group, Inc 3.54% Add +23.9% 445,152 $23.9M
Baird Financial Group, Inc. 0.05% Add +223.1% 438,039 $23.5M
Dakota Wealth Management 0.52% Add +67.3% 430,924 $23.1M
Bank of Montreal 0.01% Add +46.6% 419,144 $22.6M
Arkansas Financial Group, Inc. 3.52% Add +1.4% 399,695 $21.5M
DT Investment Partners, LLC 1.73% Add +3.0% 396,966 $21.3M
Leuthold Group, LLC 2.36% Add +1.3% 394,901 $21.2M
Carl P. Sherr & Co., LLC 10.46% Add +6.7% 370,011 $19.9M
TPG Financial Advisors, LLC 8.55% Add +2.9% 353,681 $19.0M
Mitsubishi UFJ Trust & Banking Corp 0.04% No change 337,281 $18.1M
Cetera Investment Advisers 0.04% Reduce -29.2% 335,986 $18.0M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -39.0% 334,508 $18.0M
BNP Paribas Financial Markets 0.02% Add +18741.6% 331,800 $17.8M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -32.1% 331,055 $17.8M
Ameliora Wealth Management Ltd. 7.33% Add +60.9% 327,470 $17.6M
Thrivent Financial for Lutherans 0.03% Add +1.9% 325,170 $17.5M
Jones Financial Companies LLLP 0.02% Add +30.9% 322,475 $17.4M
GDS Wealth Management 1.69% Add +7935.8% 322,395 $17.3M
Legacy Financial Group LLC 3.32% Add +1.6% 321,607 $17.3M
Birchbrook, Inc. 9.52% Add +1.6% 319,637 $17.2M
NewSquare Capital LLC 1.34% Add +4.3% 313,642 $16.8M
Roundview Capital LLC 1.21% Add +4.9% 310,472 $16.7M
Deutsche Bank AG 0.01% Reduce -0.1% 310,445 $16.7M
Cyndeo Wealth Partners, LLC 1.16% Add +3764.7% 308,790 $16.6M
Sabal Trust CO 0.89% Reduce -33.4% 303,415 $16.3M
WESPAC Advisors SoCal, LLC 3.67% Add +60.4% 295,723 $15.9M
Wealth Enhancement Advisory Services, LLC 0.03% Add +3.2% 292,670 $15.7M
Osaic Holdings, Inc. 0.04% Add +14.7% 290,285 $15.6M
Anchor Capital Advisors LLC 0.41% Reduce -1.9% 287,359 $15.4M
Bar Harbor Wealth Management 0.98% Reduce -3.7% 284,084 $15.3M
Mendota Financial Group, LLC 7.13% Add +9.0% 277,927 $14.9M
Manufacturers Life Insurance Company, The 0.01% Reduce -78.2% 272,552 $14.6M
Avidian Wealth Enterprises, LLC 0.64% Add +3.5% 263,453 $14.2M
Jane Street Group, LLC 0.02% Add +2665.9% 262,375 $14.1M
Freestate Advisors LLC 14.47% — 258,877 $13.9M
Hancock Whitney Corp. 0.45% Add +7.7% 257,893 $13.9M
Mariner, LLC 0.02% Add +0.5% 257,419 $13.8M
Galvin, Gaustad & Stein, LLC 1.23% Add +8.8% 252,847 $13.6M
Sigma Planning Corp 0.41% Reduce -22.7% 252,079 $13.5M
Summit Wealth Partners, LLC 2.55% Add +0.7% 246,664 $13.3M
MML Investors Services, LLC 0.05% Reduce -2.8% 230,964 $12.4M
Goldstone Financial Group, LLC 2.14% Add +48.1% 228,750 $12.3M
Prosperity Consulting Group, LLC 0.94% New 223,471 $12.0M
Avantax Advisory Services, Inc. 0.08% Reduce -49.3% 221,434 $11.9M
Asio Capital, LLC 2.24% Add +2.6% 219,767 $11.8M
Diversify Advisory Services, LLC 0.63% Add +8.6% 221,246 $11.6M
Prime Capital Investment Advisors, LLC 0.16% Reduce -2.8% 214,377 $11.5M
World Investment Advisors 0.36% Add +2952.5% 211,296 $11.4M
Black Diamond Financial, LLC 1.89% Add +11.2% 206,842 $11.1M
LaSalle St. Investment Advisors, LLC 4.35% Add +17.9% 206,041 $11.1M
Financial Advocates Investment Management 0.62% Add +30.7% 205,092 $11.0M
D.A. Davidson & Co. 0.09% Add +7.3% 200,942 $10.8M
Flputnam Investment Management Co. 0.19% Reduce -49.8% 196,867 $10.6M
Mittelman Wealth Management 5.98% Add +4.1% 195,971 $10.5M
CIBC Private Wealth Group LLC 0.02% Reduce -14.1% 194,761 $10.5M
Chicago Partners Investment Group LLC 0.37% Add +38.4% 199,485 $10.5M
Capital Insight Partners, LLC 1.79% Add +6.6% 190,029 $10.2M
Fiduciary Trust Co 0.14% New 188,310 $10.1M
Cwm, LLC 0.04% Add +71.3% 185,139 $9.9M
Quantitative Strategies, Inc. 5.19% Add +2.7% 182,373 $9.8M
Phoenix Financial Ltd. 0.14% Reduce -3.0% 173,031 $9.3M
Rebalance, LLC 0.67% Add +0.6% 170,103 $9.1M
Capstone Investment Advisors, LLC 0.31% Add +11.5% 166,601 $8.9M
First Trust Advisors LP 0.01% Add +9.6% 162,794 $8.7M
Comerica Bank 0.03% Add +13.8% 161,784 $8.7M
Stephens Inc. 0.12% Reduce -0.4% 160,623 $8.6M
Concentric Wealth Management, LLC 2.01% Add +4.0% 153,052 $8.2M
Caldwell Trust Co 0.82% Add +3.8% 146,082 $7.8M
DAVENPORT & Co LLC 0.05% Reduce -0.2% 145,148 $7.8M
National Bank of Canada 0.01% Add +79.8% 144,550 $7.8M
Steward Partners Investment Advisory, LLC 0.07% Add +3.1% 143,532 $7.7M
Jmac Enterprises LLC 1.23% Add +12.5% 142,966 $7.7M
Destiny Capital Corp 4.65% Add +4.4% 143,932 $7.5M
Blue Fin Capital, Inc. 1.42% Add +31.4% 139,209 $7.5M
Mutual Advisors, LLC 0.22% Reduce -10.1% 141,933 $7.5M
Citigroup Inc. 0.01% Add +8.5% 137,646 $7.4M
Creative Planning 0.01% Reduce -3.9% 137,203 $7.4M
Adapt Wealth Advisors, LLC 3.90% Add +23.6% 135,650 $7.3M
Theory Financial LLC 3.14% Add +1.1% 136,555 $7.1M
Gunma Bank,Ltd. 2.87% No change 130,000 $7.0M
Atria Wealth Solutions, Inc. 0.08% Add +6.5% 129,940 $7.0M
HighTower Advisors, LLC 0.01% Add +0.8% 127,486 $6.8M
Private Advisor Group, LLC 0.04% Add +3.8% 125,782 $6.8M
Compound Planning, Inc. 0.42% Add +46.3% 125,501 $6.7M
Checchi Capital Advisers, LLC 0.50% Reduce -0.9% 125,129 $6.7M
NewEdge Advisors, LLC 0.04% Reduce -13.7% 121,870 $6.5M
Bartlett & Co. Wealth Management LLC 0.09% Reduce -0.1% 121,448 $6.5M
Aspen Investment Management Inc 2.94% Add +2.5% 117,460 $6.3M
James Investment Research, Inc. 0.71% Reduce -0.5% 114,537 $6.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +29.1% 113,592 $6.1M
Renaissance Technologies 0.01% Add +26.3% 113,200 $6.1M
Manhattan West Asset Management, LLC 1.52% Add +1.6% 109,719 $5.9M
Summit Wealth Group, LLC 1.68% Reduce -9.9% 108,508 $5.8M
Destination Wealth Management 0.18% Add +2.6% 107,574 $5.8M
Darrow Company, Inc. 3.30% Add +14.8% 105,604 $5.7M
StoneX Group Inc. 0.41% Add +14.4% 105,180 $5.7M
Patriot Investment Management Group, Inc. 0.41% Add +4.1% 104,327 $5.6M
HSBC Holdings PLC 0.00% Reduce -37.9% 102,696 $5.5M
One Wealth Map LLC 3.21% Add +5.6% 102,766 $5.5M
Hennion & Walsh Asset Management, Inc. 0.25% Add +3.5% 98,686 $5.3M
D L Carlson Investment Group Inc. 0.95% Add +256.2% 97,467 $5.2M
Goelzer Investment Management, Inc. 0.29% Add +0.1% 97,346 $5.2M
Mgo One Seven LLC 0.22% Add +411.9% 96,199 $5.2M
Shelter Mutual Insurance Co 1.21% No change 97,200 $5.1M
Fisher Asset Management 0.00% Reduce -7.5% 94,613 $5.1M
Peoples Bank 2.55% Reduce -1.1% 92,972 $5.0M
Mercer Global Advisors Inc. 0.01% Add +488.6% 91,936 $4.9M
JB Capital LLC 0.28% Reduce -9.4% 91,378 $4.9M
Bray Capital Advisors 1.20% No change 91,315 $4.9M
SageView Advisory Group, LLC 0.25% New 90,949 $4.9M
Highline Wealth Partners LLC 1.61% Add +69.3% 89,629 $4.8M
Oppenheimer Asset Management Inc. 0.06% Add +0.3% 89,572 $4.8M
Brown Financial Advisors 1.98% Reduce -19.3% 89,338 $4.8M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.73% Add +1.9% 88,883 $4.8M
UMB Bank, n.a. 0.07% Reduce -6.4% 88,145 $4.7M
Rockefeller Capital Management L.P. 0.01% Add +16.2% 84,601 $4.5M
Van Hulzen Asset Management, LLC 0.33% Reduce -6.4% 83,882 $4.5M
Retirement Financial Solutions, LLC 1.95% Add +0.8% 82,865 $4.5M
LFA - Lugano Financial Advisors SA 3.00% Add +7.3% 82,031 $4.4M
Breakwater Capital Group 0.88% Reduce -0.6% 81,649 $4.4M
City State Bank 1.55% Add +32.5% 79,355 $4.3M
Smith Salley Wealth Management 0.27% Add +4.5% 77,865 $4.2M
Freedom Investment Management, Inc. 0.33% Reduce -5.4% 75,989 $4.1M
MV Capital Management, Inc. 0.43% Add +3.4% 75,964 $4.1M
FDx Advisors, Inc. 1.10% Reduce -1.2% 74,880 $4.0M
Independent Financial Group, LLC 0.15% Add +41.6% 74,098 $4.0M
Wooster Corthell Wealth Management, Inc. 0.85% Add +0.5% 73,936 $4.0M
ETF Portfolio Partners, Inc. 1.15% Reduce -8.3% 72,138 $3.9M
Transatlantique Private Wealth LLC 1.48% Reduce -1.5% 72,121 $3.9M
Revisor Wealth Management LLC 2.39% Reduce -10.5% 71,187 $3.8M
Forte Asset Management LLC 2.04% Reduce -16.4% 71,043 $3.8M
Naples Global Advisors, LLC 0.35% Add +39.1% 71,000 $3.8M
Waverly Advisors, LLC 0.07% Add +3.2% 70,999 $3.8M
Betterment LLC 0.01% Add +179.0% 70,889 $3.8M
Meritage Portfolio Management 0.23% Reduce -5.9% 70,513 $3.8M
Raymond James Trust N.A. 0.08% Add +82.8% 69,743 $3.7M
Paladin Wealth, LLC 3.24% — 69,031 $3.7M
Mattson Financial Services, LLC 1.33% Reduce -0.4% 72,316 $3.7M
Center For Asset Management LLC 2.21% Add +17.7% 68,759 $3.7M
Captrust Financial Advisors 0.01% Add +500.4% 97,437 $3.5M
Agate Pass Investment Management, LLC 1.71% Add +1.3% 63,877 $3.4M
Chesley Taft & Associates LLC 0.16% Add +1.8% 63,684 $3.4M
Ackerman Capital Advisors, LLC 0.88% Add +2.4% 63,639 $3.4M
Citadel Advisors 0.00% New 63,610 $3.4M
Corient Private Wealth LP 0.01% Add +113.6% 63,505 $3.4M
Becker Capital Management Inc. 0.11% Reduce -45.9% 62,464 $3.4M
Davis R M Inc. 0.06% Reduce -4.4% 61,291 $3.3M
Enclave Advisors LLC 0.56% — 61,267 $3.3M
DMC Group, LLC 2.60% Add +7.1% 59,733 $3.2M
Israel Discount Bank of New York 4.67% Reduce -40.9% 58,414 $3.1M
Advisory Research Inc. 0.55% Add +72.1% 57,761 $3.1M
AMG National Trust Bank 0.08% Reduce -14.9% 57,568 $3.1M
CoreCap Advisors, LLC 0.14% New 56,621 $3.0M
Vise Technologies, Inc. 0.38% Add +1.9% 55,919 $3.0M
First Personal Financial Services 0.63% Add +0.2% 55,187 $3.0M
Wealthspire Retirement, LLC 0.23% Reduce -5.0% 54,045 $2.9M
Blue Trust, Inc. 0.04% Add +0.6% 55,092 $2.8M
Lido Advisors, LLC 0.02% Reduce -41.3% 51,297 $2.8M
Phillips Financial Management, LLC 0.21% Reduce -4.6% 51,287 $2.8M
Park Place Capital Corp 0.78% Reduce -0.3% 50,783 $2.7M
Smartleaf Asset Management LLC 0.32% Add +0.6% 49,388 $2.7M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -33.5% 49,164 $2.6M
Wilmington Savings Fund Society, FSB 0.05% New 48,525 $2.6M
Absolute Capital Management, LLC 1.52% Reduce -0.8% 47,479 $2.6M
Forza Wealth Management, LLC 1.17% Reduce -9.1% 47,465 $2.5M
Oppenheimer & Co. Inc. 0.04% Add +8.3% 47,446 $2.5M
Kingsview Wealth Management, LLC 0.05% Add +9.0% 46,465 $2.5M
SWS Partners 0.79% Reduce -7.9% 46,173 $2.5M
Courage Miller Partners, LLC 0.83% No change 45,706 $2.5M
Renasant Bank 1.61% Reduce -0.3% 45,565 $2.4M
Summit Global Investments 0.15% Reduce -3.4% 44,350 $2.4M
Interactive Financial Advisors, Inc. 1.21% Reduce -4.2% 43,653 $2.3M
Kestra Private Wealth Services, LLC 0.04% Reduce -17.7% 42,707 $2.3M
Stratos Investment Management, LLC 0.16% New 42,288 $2.3M
Market Street Wealth Management Advisors LLC 0.37% Reduce -0.6% 42,006 $2.3M
Money Concepts Capital Corp. 0.17% New 40,720 $2.2M
Sanctuary Advisors, LLC 0.01% Reduce -8.3% 41,118 $2.1M
IHT Wealth Management, LLC 0.06% Add +758.2% 39,057 $2.1M
Ballentine Partners, LLC 0.04% Add +7.6% 38,982 $2.1M
Montecito Bank & Trust 0.34% New 37,167 $2.0M
Eagle Global Advisors LLC 0.10% Add +4.2% 36,866 $2.0M
Edmond DE Rothschild Holding S.A. 0.03% Reduce -20.6% 35,520 $1.9M
TAGStone Capital, Inc. 0.97% Add +0.1% 35,269 $1.9M
Sowell Financial Services LLC 0.09% Add +1.7% 34,730 $1.9M
Regal Investment Advisors LLC 0.13% Reduce -54.3% 34,394 $1.8M
Grey Ledge Advisors, LLC 0.47% Add +12.6% 34,082 $1.8M
Whittier Trust Co. 0.02% Reduce -4.8% 33,515 $1.8M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +21.2% 33,497 $1.8M
Strategic Investment Advisors / MI 0.19% Add +5.7% 32,742 $1.8M
Focus Partners Advisor Solutions, LLC 0.04% Add +125.4% 32,470 $1.7M
Royal Fund Management, LLC 0.12% Add +375.2% 32,127 $1.7M
Pinnacle Family Advisors, LLC 0.89% Reduce -2.7% 32,109 $1.7M
TFB Advisors LLC 0.50% Add +1.9% 31,154 $1.7M
Cerity Partners LLC 0.00% Reduce -7.6% 31,027 $1.7M
Calamos Wealth Management LLC 0.09% Reduce -19.6% 30,963 $1.7M
Dynamic Advisor Solutions LLC 0.05% Add +16.1% 30,716 $1.7M
Bigelow Investment Advisors, LLC 0.73% Add +1.7% 30,674 $1.6M
Per Stirling Capital Management, LLC. 0.23% Add +83.1% 30,528 $1.6M
Endurance Services Ltd 0.27% Add +32.2% 30,492 $1.6M
Advisory Services Network, LLC 0.03% No change 31,752 $1.6M
Sage Advisory Services, Ltd.Co. 0.45% No change 31,576 $1.6M
Concurrent Investment Advisors, LLC 0.05% Add +27.3% 30,087 $1.6M
Archvest Wealth Advisors, Inc. 1.02% Add +4.2% 30,035 $1.6M
Capital Analysts, LLC 0.07% Add +2.7% 29,714 $1.6M
Holistic Financial Partners 0.76% Add +2.3% 29,291 $1.6M
WESPAC Advisors, LLC 1.15% New 28,822 $1.5M
Atria Investments, Inc 0.02% Add +43.7% 27,731 $1.5M
Susquehanna International Group, LLP 0.00% Reduce -41.9% 27,524 $1.5M
Tiemann Investment Advisors, LLC 0.64% Reduce -1.6% 27,411 $1.5M
Park Avenue Securities LLC 0.02% Reduce -56.7% 27,207 $1.5M
Banco Santander, S.A. 0.02% New 27,000 $1.5M
Barclays PLC 0.00% No change 26,544 $1.4M
Lowe Brockenbrough & Co. Inc. 0.09% Add +10.5% 26,410 $1.4M
Private Wealth Management Group, LLC 0.56% Reduce -0.2% 26,354 $1.4M
Savant Capital, LLC 0.01% Reduce -2.9% 26,319 $1.4M
Great Valley Advisor Group, Inc. 0.03% Reduce -4.0% 24,995 $1.3M
Allianz Investment Management U.S. LLC 0.09% No change 24,597 $1.3M
Capital Investment Counsel, LLC 0.22% Add +61.8% 24,110 $1.3M
Prospera Financial Services Inc 0.03% Reduce -10.1% 23,947 $1.3M
Stelac Advisory Services LLC 0.52% No change 23,897 $1.3M
Parsons Capital Management Inc. 0.08% Add +0.6% 23,579 $1.3M
BNP Paribas 0.05% New 23,504 $1.3M
Boltwood Capital Management 0.37% Add +5.5% 23,282 $1.3M
Diversified Portfolios, Inc. 0.13% No change 23,199 $1.2M
Northwest Capital Management Inc 0.45% Reduce -1.9% 23,188 $1.2M
Voya Financial Advisors, Inc. 0.13% Reduce -37.7% 22,784 $1.2M
Allworth Financial LP 0.01% Reduce -2.3% 22,788 $1.2M
Optivise Advisory Services LLC 0.64% Reduce -0.0% 22,629 $1.2M
Choreo, LLC 0.02% Reduce -8.1% 21,896 $1.2M
Wambolt & Associates, LLC 0.32% Add +9.2% 21,456 $1.2M
Peddock Capital Advisors, LLC 0.27% Reduce 0.0% 21,215 $1.1M
Ameritas Investment Partners, Inc. 0.04% Reduce -1.4% 20,927 $1.1M
Hilltop Holdings Inc. 0.07% Add +119.2% 20,771 $1.1M
Meridian Wealth Management, LLC 0.05% New 20,692 $1.1M
Benjamin Edwards Inc. 0.02% New 20,293 $1.1M
Hexagon Capital Partners LLC 0.21% Reduce -1.5% 19,824 $1.1M
Sivia Capital Partners, LLC 0.63% New 19,718 $1.1M
Farther Finance Advisors, LLC 0.04% Reduce -21.7% 19,707 $1.1M
Avior Wealth Management, LLC 0.04% Reduce -6.8% 19,363 $1.0M
Cary Street Partners Investment Advisory LLC 0.04% Reduce -2.0% 19,272 $1.0M
Bailard, Inc. 0.03% Reduce -87.9% 18,366 $987K
4J Wealth Management LLC 0.75% No change 18,115 $973K
Hobbs Group Advisors, LLC 0.34% Reduce -3.4% 17,893 $961K
SWP Financial LLC 0.58% Reduce -11.7% 17,841 $958K
AdvisorNet Financial, Inc 0.07% Reduce -0.1% 17,753 $954K
Adams Wealth Management 0.20% Reduce -3.2% 17,626 $947K
CacheTech Inc. 0.20% Reduce -3.2% 17,626 $947K
Bangor Savings Bank 0.09% Reduce -18.6% 17,599 $945K
Wescott Financial Advisory Group, LLC 0.10% Add +0.1% 17,580 $944K
Brookstone Capital Management 0.01% Add +17.0% 17,172 $922K
Trivium Point Advisory, LLC 0.13% Add +3.3% 17,603 $914K
Beacon Bridge Wealth Partners, LLC 0.39% Reduce -7.0% 16,879 $907K
Horizon Investment Services, LLC 0.39% Add +14.4% 16,870 $906K
Squire Investment Management Company, LLC 0.42% Add +4.8% 16,335 $878K
Herold Advisors, Inc. 0.19% Add +17.4% 16,213 $871K
Migdal Insurance & Financial Holdings Ltd. 0.01% No change 16,123 $866K
Columbus Macro, LLC 0.31% Add +20.3% 16,171 $863K
HM Payson & Co. 0.01% No change 16,000 $860K
Tilia Fiduciary Partners, Inc. 0.59% Add +13.3% 15,753 $846K
Hengehold Capital Management LLC 0.08% Reduce -0.7% 15,679 $842K
Synovus Financial Corp. 0.01% Add +13.9% 15,565 $836K
Burns Matteson Capital Management, LLC 0.46% New 15,350 $825K
NTV Asset Management LLC 0.11% Reduce -7.6% 15,187 $816K
Lineweaver Wealth Advisors, LLC 0.15% Reduce -6.3% 15,063 $809K
Duncker Streett & Co. Inc. 0.15% Reduce -0.6% 14,938 $802K
Legacy Capital Group California, Inc. 0.27% Add +17.5% 14,908 $801K
RiverFront Investment Group, LLC 0.02% Reduce -15.9% 14,390 $773K
Keel Point, LLC 0.06% Reduce -0.9% 14,125 $759K
My Legacy Advisors, LLC 0.30% Add +19.4% 14,037 $754K
Mitchell Sinkler & Starr 0.19% No change 14,021 $753K
Vantage Financial Partners, LLC 0.18% Reduce -16.1% 13,562 $729K
New Century Financial Group, LLC 0.26% New 13,104 $704K
Concourse Financial Group Securities, Inc. 0.04% Reduce -14.5% 12,852 $690K
Vicus Capital 0.06% Add +3.1% 12,705 $683K
Flagstar Securities, Inc. 0.17% Add +17.5% 12,550 $674K
First Horizon Advisors, Inc. 0.02% Reduce -8.0% 12,397 $666K
Good Life Advisors, LLC 0.04% New 12,360 $664K
Hoxton Planning & Management, LLC 0.25% Add +5.2% 12,051 $647K
Pictet Asset Management Holding SA 0.00% No change 12,000 $645K
GFI Investment Counsel Ltd. 0.07% Reduce -23.6% 11,984 $644K
Natixis Advisors, LLC 0.00% New 11,878 $638K
Vaughan Nelson Investment Management, L.P. 0.01% No change 11,855 $637K
YHB Investment Advisors, Inc. 0.05% Add +30.9% 11,800 $634K
Hudson Portfolio Management LLC 0.61% — 11,630 $625K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Add +30.6% 11,575 $622K
Global Retirement Partners, LLC 0.02% Reduce -18.5% 11,566 $621K
Equita Financial Network, Inc. 0.23% Reduce -2.4% 11,532 $619K
Transform Wealth, LLC 0.04% Add +98.5% 11,348 $610K
Prossimo Advisors, LLC 0.44% No change 11,125 $598K
Fortis Capital Management LLC 0.12% Add +1.1% 11,058 $594K
Full Sail Capital, LLC 0.04% Reduce -0.0% 10,955 $589K
OneDigital Investment Advisors LLC 0.01% Reduce -7.5% 10,944 $588K
Simmons Bank 0.04% No change 10,711 $575K
Apollon Wealth Management, LLC 0.02% Reduce -2.5% 10,665 $573K
Arete Wealth Advisors, LLC 0.05% Add +148.6% 10,554 $567K
FOCUS Wealth Advisors, LLC 0.28% No change 10,434 $561K
Hilltop Partners LLC 0.19% Reduce -4.6% 10,418 $560K
GTS Securities LLC 0.01% New 10,140 $545K
Nottingham Advisors, Inc. 0.06% No change 10,000 $537K
Wealth Advisory Solutions, LLC 0.15% Reduce -3.0% 9,959 $535K
Meridian Financial Advisors, LLC 0.35% Add +72.6% 9,816 $527K
Stratos Wealth Advisors, LLC 0.02% Reduce -79.9% 9,748 $524K
&partners 0.01% New 9,707 $521K
Arkadios Wealth Advisors 0.03% Add +12.0% 9,511 $511K
Integrated Wealth Concepts LLC 0.01% Reduce -3.5% 9,461 $508K
Brophy Wealth Management, LLC 0.18% — 9,213 $495K
Cumberland Partners Ltd 0.03% New 9,135 $491K
Eagle Asset Management Inc. 0.00% Reduce -27.4% 9,178 $481K
Paces Ferry Wealth Advisors, LLC 0.28% Add +12.1% 8,940 $480K
Kingswood Wealth Advisors, LLC 0.03% Reduce -26.9% 8,903 $478K
Country Club Bank 0.03% Reduce -3.4% 8,759 $471K
Channel Wealth LLC 0.15% Reduce -3.0% 8,761 $471K
Transcendent Capital Group LLC 0.24% Add +0.1% 8,739 $469K
Quotient Wealth Partners, LLC 0.02% Reduce -48.2% 8,727 $469K
Seed Wealth Management, Inc. 0.37% Reduce -6.6% 8,580 $461K
Argent Trust Co 0.02% No change 8,555 $460K
Stokes Family Office, LLC 0.05% Reduce -1.7% 8,535 $459K
Sawgrass Asset Management LLC 0.05% Reduce -3.2% 8,479 $455K
Omega Financial Group, LLC 0.17% Reduce -1.1% 8,443 $454K
Investment Partners, LTD. 0.19% Add +0.3% 8,330 $447K
Bellecapital International Ltd. 0.09% No change 8,255 $443K
Promethium Advisors,llc 0.31% — 8,223 $442K
Verdence Capital Advisors LLC 0.04% No change 8,195 $440K
KPP Advisory Services LLC 0.11% Add +13.8% 8,151 $438K
Evolution Wealth Advisors, LLC 0.08% Reduce -1.2% 8,030 $431K
Ceeto Capital Group, LLC 0.16% Add +33.3% 8,000 $430K
Stephens Group Asset Management, LLC 0.03% New 7,712 $414K
GYL Financial Synergies, LLC 0.03% No change 7,685 $413K
Parkside Financial Bank & Trust 0.06% Add +89.7% 7,463 $401K
Wynn Capital, LLC 0.26% New 7,400 $398K
Private Trust Co. NA 0.04% Add +185.2% 7,322 $393K
Ancora Advisors LLC 0.01% Add +18.1% 7,270 $391K
Commerce Bank 0.00% No change 7,196 $387K
Insigneo Advisory Services, LLC 0.04% New 7,137 $383K
Clearbridge Investments, LLC 0.00% Add +0.5% 7,085 $381K
Nations Financial Group Inc, /Ia/ 0.03% Add +21.8% 7,061 $379K
Bragg Financial Advisors, Inc 0.02% Reduce -4.8% 7,000 $376K
Charles Schwab Trust Co 0.03% New 6,888 $370K
Wedbush Securities Inc. 0.01% Add +27.2% 6,886 $370K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -2.1% 6,871 $369K
Tiaa Trust, National Association 0.00% Add +7.8% 6,865 $369K
Cape Cod Five Cents Savings Bank 0.03% No change 6,829 $367K
NBT Bank, N.A. 0.02% Reduce -3.3% 6,802 $365K
Sheets Smith Wealth Management 0.04% Add +17.2% 6,800 $365K
Kestra Investment Management, LLC 0.02% New 6,651 $357K
FC Advisory LLC 0.12% Add +0.8% 6,594 $354K
Belpointe Asset Management LLC 0.02% Reduce -1.9% 6,591 $354K
Consolidated Portfolio Review Corp 0.08% Reduce -7.0% 6,515 $350K
BSW Wealth Partners 0.05% New 6,500 $349K
Western Wealth Management, LLC 0.02% Add +0.5% 6,485 $348K
Paragon Capital Management Ltd 0.07% No change 6,482 $348K
Bourgeon Capital Management LLC 0.06% New 6,252 $336K
Panoramic Investment Advisors, LLC 0.23% — 6,218 $334K
Hofer & Associates. Inc 0.23% Add +0.2% 6,211 $334K
PFG Advisors 0.02% Add +23.1% 6,097 $328K
Stratos Wealth Partners, LTD. 0.00% Reduce -30.1% 6,083 $327K
Snowden Capital Advisors LLC 0.01% Add +2.3% 6,072 $326K
SIMA Wealth Partners, LLC 0.28% No change 5,984 $321K
Obermeyer Wealth Partners 0.02% Reduce -7.0% 5,960 $320K
AlphaStar Capital Management, LLC 0.03% Add +1.0% 5,890 $316K
Pettyjohn, Wood & White, Inc. 0.06% No change 5,850 $314K
Crestwood Advisors Group, LLC 0.01% Reduce -10.2% 5,821 $313K
Fiduciary Alliance LLC 0.04% Add +1.7% 5,769 $310K
Perigon Wealth Management, LLC 0.01% Reduce -15.7% 5,768 $310K
BTG Pactual Asset Management US LLC 0.04% New 5,942 $308K
1900 Wealth Management LLC 0.03% Reduce -6.9% 5,696 $306K
Meridian Management Co. 0.08% Reduce -6.0% 5,640 $303K
Seaside Wealth Management, Inc. 0.11% No change 5,444 $292K
Ellenbecker Investment Group 0.05% Reduce -28.9% 5,300 $285K
Orion Porfolio Solutions, LLC 0.00% Reduce -48.8% 5,176 $278K
Orion Portfolio Solutions, LLC 0.00% Reduce -48.8% 5,176 $278K
Sax Wealth Advisors, LLC 0.02% New 5,134 $276K
Tyler-Stone Wealth Management 0.05% Add +100.0% 5,084 $273K
Acorn Wealth Advisors, LLC 0.12% No change 5,041 $271K
Courier Capital LLC 0.02% No change 5,035 $270K
Lee Financial Co 0.04% No change 5,018 $270K
Evanson Asset Management, LLC 0.02% No change 5,016 $269K
AE Wealth Management LLC 0.00% Add +10.2% 4,988 $268K
Leavell Investment Management, Inc. 0.01% New 4,975 $267K
Verus Capital Partners, LLC 0.03% New 4,916 $264K
Rede Wealth, LLC 0.10% Reduce -3.0% 4,899 $263K
Apriem Advisors 0.03% Reduce -3.8% 4,897 $263K
Perennial Investment Advisors, LLC 0.03% New 4,891 $263K
Ledyard National Bank 0.02% No change 4,884 $262K
Beacon Bank & Trust 0.06% No change 4,867 $261K
Brady Family Wealth, LLC 0.08% Reduce -6.1% 4,866 $261K
Woodward Diversified Capital, LLC 0.16% Add +3.6% 4,821 $259K
CW Advisors, LLC 0.00% Add +14.1% 4,755 $255K
Simplicity Wealth,LLC 0.02% New 4,679 $251K
Equitable Holdings, Inc. 0.00% Add +8.8% 4,599 $247K
Gradient Capital Advisors, LLC 0.08% New 4,518 $243K
Berkshire Asset Management LLC 0.01% No change 4,648 $238K
Sandy Spring Bank 0.01% No change 4,392 $236K
Alhambra Investment Management LLC 0.12% Add +0.3% 4,275 $230K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -57.6% 4,230 $227K
New World Advisors LLC 0.06% Add +1.1% 4,224 $227K
Vista Investment Management 0.08% No change 4,195 $225K
Trilogy Capital Inc. 0.01% No change 4,183 $225K
Fort Washington Investment Advisors Inc. 0.00% No change 4,105 $221K
RiverGlades Family Offices LLC 0.16% Add +4.9% 4,100 $220K
Farrell Financial LLC 0.15% Add +1.2% 4,168 $218K
Regions Financial Corp. 0.00% No change 4,032 $217K
Kolinsky Wealth Management, LLC 0.14% New 4,025 $216K
Lutz Financial Services LLC 0.02% Reduce -1.4% 4,007 $215K
Foundations Investment Advisors, LLC 0.00% Reduce -26.9% 3,957 $213K
Wealth Quarterback LLC 0.11% Reduce -3.8% 3,955 $212K
BLB&B Advisors, LLC 0.01% New 3,939 $212K
Financial Counselors Inc. 0.00% New 3,926 $211K
MainStreet Investment Advisors LLC 0.03% New 3,905 $210K
Sequoia Financial Advisors, LLC 0.00% Reduce -5.1% 3,881 $209K
Albion Financial Group 0.01% Reduce -99.2% 3,817 $205K
Clearwater Capital Advisors, LLC 0.02% New 3,803 $204K
Ascent Group, LLC 0.02% Reduce -47.5% 3,733 $201K
Centurion Wealth Management LLC 0.06% — 3,728 $200K
Capital Investment Advisory Services, LLC 0.02% Add +4147.7% 3,653 $196K
Webster Bank, N. A. 0.02% No change 3,584 $193K
Paladin Advisory Group, LLC 0.14% Reduce -42.2% 3,578 $192K
Blair William & Co. 0.00% Add +5.0% 3,478 $187K
Harbour Investments, Inc. 0.01% Reduce -15.2% 3,428 $184K
TD Capital Management LLC 0.02% Add +0.8% 3,425 $184K
EverSource Wealth Advisors, LLC 0.01% Reduce -37.0% 3,273 $176K
Indiana Trust & Investment Management Co 0.06% No change 3,270 $176K
CNB Bank 0.08% No change 3,234 $174K
Principal Securities, Inc. 0.00% Reduce -4.7% 3,104 $167K
Sunbelt Securities, Inc. 0.02% No change 3,000 $161K
Qube Research & Technologies Ltd 0.00% Reduce -9.7% 2,748 $148K
Parallel Advisors, LLC 0.00% Reduce -36.5% 2,735 $147K
Sachetta, LLC 0.05% Add +0.3% 2,579 $139K
Morton Brown Family Wealth, LLC 0.05% No change 2,486 $134K
Householder Group Estate & Retirement Specialist, LLC 0.04% Reduce -7.4% 2,419 $129K
Hanson & Doremus Investment Management 0.02% Reduce -4.1% 2,281 $123K
Lanark Financial, Inc. 0.01% Reduce -13.5% 2,183 $117K
Spire Wealth Management 0.00% No change 2,089 $112K
TCTC Holdings, LLC 0.00% New 2,053 $110K
Realta Investment Advisors 0.05% Reduce -80.7% 2,068 $109K
FinTrust Capital Advisors, LLC 0.02% No change 1,902 $102K
Beaird Harris Wealth Management, LLC 0.01% No change 1,821 $98K
Running Point Capital Advisors, LLC 0.04% No change 1,816 $98K
Geneos Wealth Management Inc. 0.00% Add +15.7% 1,719 $92K
S.A. Mason LLC 0.05% New 1,710 $92K
Signature Resources Capital Management, LLC 0.08% Reduce -0.1% 1,664 $89K
Headlands Technologies LLC 0.01% New 1,658 $89K
CENTRAL TRUST Co 0.00% Reduce -16.2% 1,493 $80K
Pinnacle Bancorp, Inc. 0.02% No change 1,470 $79K
Eastern Bank 0.00% New 1,392 $75K
Mechanics Financial Corp 0.03% No change 1,324 $71K
Bokf, NA 0.00% Reduce -13.1% 1,322 $71K
Clearstead Advisors, LLC 0.00% No change 1,249 $67K
IFP Advisors, Inc 0.00% Reduce -5.5% 1,245 $67K
Centennial Bank 0.03% New 1,233 $66K
New Republic Capital, LLC 0.04% No change 1,212 $65K
CVA Family Office, LLC 0.01% No change 1,196 $64K
Hemington Wealth Management 0.02% New 1,149 $60K
Aptus Capital Advisors, LLC 0.00% Add +767.0% 945 $51K
Steph & Co. 0.02% New 925 $50K
Glass Jacobson Investment Advisors llc 0.02% Add +0.7% 862 $46K
Family Asset Management, LLC 0.03% Reduce -69.5% 833 $45K
GPS Wealth Strategies Group, LLC 0.01% No change 786 $42K
Abich Financial Wealth Management LLC 0.09% Add +310.2% 763 $41K
Vermillion & White Wealth Management Group, LLC 0.03% No change 690 $37K
1620 Investment Advisors, Inc. 0.03% Reduce -1.6% 675 $36K
AllSquare Wealth Management LLC 0.02% No change 650 $35K
EPG Wealth Management LLC 0.01% Add +0.0% 645 $35K
WR Wealth Planners, LLC 0.01% No change 624 $34K
JCIC Asset Management Inc. 0.01% No change 620 $33K
Silver Oak Securities, Incorporated 0.00% Add +0.5% 611 $33K
Banque Cantonale Vaudoise 0.00% Reduce -40.0% 600 $32K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 588 $31K
Cardiff Park Advisors, LLC 0.00% No change 570 $31K
Uncommon Cents Investing LLC 0.01% New 560 $30K
Element Wealth, LLC 0.01% Reduce -34.5% 524 $28K
PSI Advisors, LLC 0.01% Add +21.7% 522 $28K
Asset Dedication, LLC 0.00% New 507 $27K
Fifth Third Bancorp 0.00% No change 500 $27K
Heck Capital Advisors, LLC 0.00% Add +1.0% 486 $26K
SOA Wealth Advisors, LLC. 0.00% Add +1.1% 480 $26K
Community Bank, N.A. 0.00% Reduce -5.7% 468 $25K
O'shaughnessy Asset Management, LLC 0.00% New 474 $25K
WestEnd Advisors, LLC 0.00% New 464 $25K
Rothschild Investment LLC 0.00% No change 455 $24K
Union Savings Bank 0.01% No change 450 $24K
Caldwell Sutter Capital, Inc. 0.01% No change 435 $23K
Venturi Wealth Management, LLC 0.00% New 408 $22K
Continuum Advisory, LLC 0.00% New 418 $22K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -97.1% 380 $20K
Friedenthal Financial 0.01% No change 359 $19K
Colonial Trust Advisors 0.00% No change 330 $18K
Planning Capital Management Corp 0.01% New 326 $18K
Olistico Wealth, LLC 0.01% Reduce -73.9% 282 $15K
Pin Oak Investment Advisors Inc. 0.01% No change 290 $15K
Montag A & Associates Inc. 0.00% New 260 $14K
FSA Wealth Management LLC 0.01% — 258 $14K
Sound Income Strategies, LLC 0.00% Add +44.9% 229 $12K
Founders Financial Alliance, LLC 0.00% Reduce -64.0% 220 $12K
Wagner Wealth Management, LLC 0.00% New 216 $12K
Laurel Wealth Advisors LLC 0.00% No change 200 $11K
Nepc LLC 0.00% No change 179 $10K
Richardson Financial Services Inc. 0.01% No change 180 $9K
City Holding Co. 0.00% No change 170 $9K
Robinswood Financial LLC 0.00% No change 169 $9K
Rise Advisors, LLC 0.00% New 163 $9K
Sugarloaf Wealth Management, LLC 0.00% Add +1.4% 150 $8K
Viewpoint Capital Management LLC 0.00% No change 142 $8K
Ascentis Independent Advisors 0.00% Reduce -99.2% 133 $7K
Mb, Levis & Associates, LLC 0.00% No change 132 $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
Barrett & Company, Inc. 0.00% New 108 $6K
Stephens Consulting, LLC 0.00% No change 96 $5K
Archer Investment Corp 0.00% Add +76.6% 83 $4K
Tucker Asset Management LLC 0.00% No change 65 $3K
Coppell Advisory Solutions LLC 0.00% Reduce -79.6% 64 $3K
Glen Eagle Advisors, LLC 0.00% No change 64 $3K
Rosenberg Matthew Hamilton 0.00% No change 57 $3K
Astor Investment Management LLC 0.00% Reduce -83.9% 56 $3K
Balentine LLC 0.00% New 49 $3K
Creative Financial Designs Inc. 0.00% Add +2.4% 43 $2K
Anfield Capital Management, LLC 0.00% No change 42 $2K
Ashton Thomas Securities, LLC 0.00% Reduce -65.4% 28 $2K
Horizon Investments, LLC 0.00% No change 25 $1K
Clarity Asset Management, Inc. 0.00% No change 20 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -42.9% 8 $1K
FAS Wealth Partners, Inc. 0.00% Reduce -27.3% 16 $860
Carolina Wealth Advisors, LLC 0.00% No change 11 $591
Larson Financial Group LLC 0.00% Reduce -21.4% 11 $591
Key Financial Inc 0.00% No change 8 $447
Voisard Asset Management Group, Inc. 0.00% New 8 $430
Darwin Wealth Management, LLC 0.00% New 7 $376
GeoWealth Management, LLC 0.00% Reduce -99.9% 1 $45

"% 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.