iShares 5-10Y Inv GradeIGIBETF
13F holders, Q3 2024 (September 30)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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $93.9M |
| Exits | 44 | $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.