iShares 5-10Y Inv GradeIGIBETF
13F holders, Q3 2025 (September 30)668holders +17
68new positions
44sold out
3famous investors
$54.09avg. 13F price*
At the end of Q3 2025, 668 institutions reported holding iShares 5-10Y Inv Grade Corp. (IGIB) in their 13F filings, up 17 from Q2 2025. 68 opened new positions and 44 sold out. The largest holders were Financial Engines Advisors L.L.C. ($3.2B), Charles Schwab Investment Management Inc. ($634.0M) and Northern Trust Corp. ($591.1M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $82.4M |
| Exits | 44 | $277.0M |
All 13F filers, Q2 2025 → Q3 2025: 18,954,330 shares bought and 9,513,518 shares sold, net +9,440,812 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 668 holders
| Financial Engines Advisors L.L.C. | 6.19% | Add +4.1% | 59,918,446 | $3.2B |
| Charles Schwab Investment Management Inc. | 0.10% | Add +3.7% | 11,721,744 | $634.0M |
| Northern Trust Corp. | 0.08% | Add +11.7% | 10,927,480 | $591.1M |
| Prudential PLC | 3.67% | Add +3.2% | 9,245,452 | $500.1M |
| Envestnet Asset Management Inc. | 0.12% | Add +11.4% | 7,559,462 | $408.9M |
| Assetmark, Inc. | 0.81% | Add +7.0% | 6,967,495 | $376.9M |
| BlackRock, Inc. | 0.01% | Add +4.0% | 5,949,890 | $321.8M |
| Morgan Stanley | 0.02% | Add +9.1% | 5,604,915 | $303.2M |
| Bank of America Corp. | 0.02% | Add +9.5% | 5,585,790 | $302.1M |
| One Capital Management, LLC | 8.65% | Add +10.7% | 5,008,290 | $270.9M |
| Wells Fargo & Company | 0.05% | Reduce -1.5% | 4,428,226 | $239.5M |
| UBS Group AG | 0.04% | Reduce -1.6% | 3,780,268 | $204.5M |
| Ameriprise Financial Inc. | 0.05% | Reduce -2.3% | 3,745,025 | $202.3M |
| Allstate Corp. | 4.48% | Add +44.2% | 3,632,500 | $196.5M |
| FMR LLC | 0.01% | Reduce -2.1% | 3,596,887 | $194.6M |
| Matson Money. Inc. | 5.92% | Add +0.6% | 3,327,603 | $180.0M |
| Royal Bank of Canada | 0.03% | Add +2.6% | 3,148,539 | $170.3M |
| Raymond James Financial Inc. | 0.05% | Add +3.2% | 2,900,946 | $156.9M |
| LPL Financial LLC | 0.04% | Reduce -4.7% | 2,320,462 | $125.5M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -0.0% | 1,966,074 | $106.3M |
| United Capital Financial Advisors, LLC | 0.76% | Reduce -0.8% | 1,951,956 | $105.6M |
| Acropolis Investment Management, LLC | 5.33% | Add +4.6% | 1,966,925 | $104.8M |
| PNC Financial Services Group, Inc. | 0.06% | Add +0.1% | 1,886,234 | $102.0M |
| Franklin Resources Inc. | 0.02% | Add +5.6% | 1,803,744 | $97.6M |
| TD Private Client Wealth LLC | 2.16% | Add +22.6% | 1,776,456 | $96.1M |
| Klaas Financial Asset Advisors, LLC | 13.09% | Add +3.5% | 1,612,252 | $87.2M |
| Stifel Financial Corp. | 0.08% | Add +5.4% | 1,524,685 | $82.5M |
| Greenwood Gearhart LLC | 4.62% | Add +3.6% | 1,481,351 | $80.1M |
| Charter Oak Capital Management, LLC | 6.06% | Add +11.1% | 1,427,742 | $77.2M |
| Manufacturers Life Insurance Company, The | 0.06% | Reduce -0.8% | 1,343,972 | $72.7M |
| Haverford Trust Co | 0.64% | Add +4.9% | 1,301,499 | $70.4M |
| HighTower Advisors, LLC | 0.07% | Add +666.1% | 1,174,277 | $63.5M |
| US Bancorp \de | 0.07% | Reduce -54.6% | 1,166,949 | $63.1M |
| Keybank National Association | 0.21% | Add +2.5% | 1,102,380 | $59.6M |
| Truist Financial Corp. | 0.08% | Add +8.0% | 1,066,345 | $57.7M |
| Horizon Investments, LLC | 0.75% | Add +1.9% | 1,059,071 | $56.8M |
| Jones Financial Companies LLLP | 0.04% | Add +32.3% | 1,035,016 | $55.9M |
| Ally Invest Advisors Inc. | 3.90% | Add +4.6% | 1,004,907 | $54.4M |
| Dakota Wealth Management | 1.07% | Add +20.3% | 983,218 | $53.2M |
| Legal & General Group Plc | 0.01% | Add +784.7% | 972,776 | $52.6M |
| NorthCoast Asset Management LLC | 0.20% | Reduce -3.8% | 940,501 | $50.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -52.2% | 919,195 | $49.7M |
| MAI Capital Management | 0.30% | Add +7.5% | 885,174 | $47.9M |
| Cetera Investment Advisers | 0.05% | Add +22.1% | 858,787 | $46.5M |
| Dodds Wealth, LLC | 11.05% | Add +6.6% | 824,827 | $44.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.10% | Add +137.6% | 801,281 | $43.4M |
| Osaic Holdings, Inc. | 0.06% | Add +10.6% | 767,763 | $41.5M |
| Flagstone Financial Management | 10.57% | Add +4.8% | 740,520 | $40.1M |
| Mfa Wealth Advisors, LLC | 8.73% | Add +7.4% | 738,989 | $40.0M |
| Mutual Advisors, LLC | 0.87% | Add +313.9% | 723,719 | $39.4M |
| Bank of Montreal | 0.02% | Add +8.7% | 712,559 | $38.5M |
| Wealthspire Retirement, LLC | 2.43% | Add +15.6% | 702,767 | $38.0M |
| Gradient Investments LLC | 0.63% | Add +70.2% | 692,313 | $37.4M |
| Thoma Capital Management LLC | 21.16% | Add +10.8% | 681,054 | $36.8M |
| State Farm Mutual Automobile Insurance Co. | 0.03% | No change | 680,000 | $36.8M |
| Fiduciary Trust Co | 0.40% | Add +16.5% | 648,389 | $35.1M |
| Baird Financial Group, Inc. | 0.05% | Add +22.1% | 627,578 | $33.9M |
| Janney Montgomery Scott LLC | 0.08% | Add +4.4% | 619,307 | $33.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +81.1% | 585,000 | $31.6M |
| ProVise Management Group, LLC | 2.32% | Add +3.1% | 583,021 | $31.5M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +28.3% | 537,643 | $29.0M |
| Schmidt P J Investment Management Inc. | 4.62% | Reduce -1.5% | 516,986 | $28.0M |
| Syon Capital LLC | 1.49% | Add +34.1% | 512,640 | $27.7M |
| Financial Partners Group, Inc | 3.12% | Add +3.5% | 462,699 | $25.0M |
| GDS Wealth Management | 1.58% | Add +4.3% | 442,909 | $24.0M |
| Hancock Whitney Corp. | 0.43% | Reduce -2.8% | 440,175 | $23.8M |
| Birchbrook, Inc. | 11.27% | Add +8.9% | 403,027 | $21.8M |
| DT Investment Partners, LLC | 1.77% | Add +12.1% | 386,443 | $20.9M |
| Avidian Wealth Enterprises, LLC | 0.77% | Add +2.4% | 379,935 | $20.6M |
| Black Diamond Financial, LLC | 2.30% | Add +19.6% | 378,902 | $20.5M |
| BCK Partners, Inc. | 10.93% | Add +3.4% | 375,389 | $20.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +16.5% | 369,486 | $20.0M |
| Lido Advisors, LLC | 0.08% | Add +67.9% | 352,801 | $19.1M |
| Legacy Financial Group LLC | 2.48% | Add +2.2% | 350,342 | $19.0M |
| Summit Wealth Group, LLC | 4.57% | Add +2.9% | 349,198 | $18.9M |
| Proffitt & Goodson Inc. | 2.71% | Add +2.6% | 348,711 | $18.9M |
| Cyndeo Wealth Partners, LLC | 1.04% | Reduce -0.3% | 346,930 | $18.8M |
| Ameliora Wealth Management Ltd. | 6.08% | Reduce -3.3% | 337,765 | $18.3M |
| Arkansas Financial Group, Inc. | 2.57% | Add +3.7% | 323,056 | $17.5M |
| Advisors Capital Management, LLC | 0.22% | Add +9.9% | 318,392 | $17.2M |
| Sigma Planning Corp | 0.49% | Add +6.8% | 317,909 | $17.2M |
| Cwm, LLC | 0.05% | Add +24.3% | 312,566 | $16.9M |
| JPMorgan Chase & Co. | 0.00% | Add +1.0% | 311,482 | $16.8M |
| Deutsche Bank AG | 0.01% | No change | 310,445 | $16.8M |
| Madison Asset Management, LLC | 0.18% | Add +5.3% | 309,483 | $16.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -53.5% | 309,221 | $16.7M |
| Prosperity Consulting Group, LLC | 0.82% | Add +3.5% | 306,787 | $16.6M |
| Gunma Bank,Ltd. | 5.07% | Add +24.8% | 299,554 | $16.2M |
| National Bank of Canada | 0.02% | Add +65.6% | 298,240 | $16.1M |
| Mariner, LLC | 0.02% | Add +1.1% | 294,816 | $15.9M |
| Roundview Capital LLC | 0.99% | Reduce -3.6% | 290,354 | $15.7M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +5.8% | 279,983 | $15.1M |
| Capstone Investment Advisors, LLC | 0.16% | Reduce -18.3% | 273,601 | $14.8M |
| Bailard, Inc. | 0.32% | Add +33.6% | 272,834 | $14.8M |
| Galvin, Gaustad & Stein, LLC | 1.21% | Add +1.6% | 271,645 | $14.7M |
| MML Investors Services, LLC | 0.04% | Reduce -1.2% | 270,402 | $14.6M |
| Adapt Wealth Advisors, LLC | 5.39% | Add +42.0% | 269,468 | $14.6M |
| Bar Harbor Wealth Management | 0.87% | Reduce -0.5% | 267,860 | $14.5M |
| Summit Wealth Partners, LLC | 2.59% | Add +4.0% | 264,979 | $14.3M |
| Castleark Management LLC | 0.39% | No change | 259,994 | $14.1M |
| Comerica Bank | 0.05% | Add +4.7% | 247,719 | $13.4M |
| D.A. Davidson & Co. | 0.08% | Add +9.2% | 241,042 | $13.0M |
| Modern Wealth Management, LLC | 0.26% | Add +34.7% | 240,047 | $13.0M |
| Citigroup Inc. | 0.01% | Add +69.2% | 229,181 | $12.4M |
| Compound Planning, Inc. | 0.40% | Add +23.4% | 227,300 | $12.3M |
| Anchor Capital Advisors LLC | 0.35% | Reduce -1.9% | 224,542 | $12.1M |
| Thrivent Financial for Lutherans | 0.02% | Add +1996.9% | 218,367 | $11.8M |
| Caldwell Trust Co | 1.07% | Add +7.2% | 211,987 | $11.5M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +5.3% | 210,486 | $11.4M |
| Renaissance Technologies | 0.01% | Add +118.8% | 210,100 | $11.4M |
| First Trust Advisors LP | 0.01% | Add +27.9% | 208,430 | $11.3M |
| Balance Wealth Partners LLC | 2.78% | New | 208,281 | $11.3M |
| World Investment Advisors | 0.23% | Add +8.1% | 205,833 | $11.1M |
| Chicago Partners Investment Group LLC | 0.29% | Add +8.9% | 203,219 | $11.1M |
| Colton Groome Financial Advisors, LLC | 3.39% | Add +10.8% | 204,446 | $11.1M |
| Prime Capital Investment Advisors, LLC | 0.14% | Reduce -4.3% | 204,409 | $11.1M |
| D L Carlson Investment Group Inc. | 1.83% | Add +4.8% | 202,035 | $10.9M |
| Blue Fin Capital, Inc. | 1.71% | Add +11.0% | 201,253 | $10.9M |
| Carl P. Sherr & Co., LLC | 5.06% | Add +1.9% | 197,420 | $10.7M |
| Mendota Financial Group, LLC | 7.96% | Add +3.9% | 197,188 | $10.7M |
| WESPAC Advisors SoCal, LLC | 2.14% | Add +4.1% | 194,928 | $10.5M |
| Phoenix Financial Ltd. | 0.13% | Add +2.6% | 194,115 | $10.5M |
| Mittelman Wealth Management | 6.84% | Add +14.1% | 193,023 | $10.4M |
| Jmac Enterprises LLC | 2.04% | Add +5.9% | 190,411 | $10.3M |
| BNP Paribas Financial Markets | 0.01% | Add +103318.8% | 187,188 | $10.1M |
| AMJ Financial Wealth Management | 2.41% | Add +8.1% | 183,935 | $9.9M |
| LaSalle St. Investment Advisors, LLC | 1.77% | Reduce -2.9% | 182,788 | $9.9M |
| Semitam Bonam LLC | 8.80% | Add +2.6% | 181,983 | $9.8M |
| Theory Financial LLC | 3.44% | Add +7.7% | 179,217 | $9.8M |
| TPG Financial Advisors, LLC | 3.58% | Add +1.8% | 177,640 | $9.6M |
| Freestate Advisors LLC | 7.97% | Add +1.8% | 175,714 | $9.5M |
| Rockefeller Capital Management L.P. | 0.02% | Add +93.0% | 174,195 | $9.4M |
| Private Advisor Group, LLC | 0.04% | Add +0.9% | 165,480 | $9.0M |
| Capital Insight Partners, LLC | 1.47% | Reduce -3.7% | 164,465 | $8.9M |
| Rebalance, LLC | 0.53% | Add +2.6% | 162,162 | $8.8M |
| First American Trust, FSB | 0.62% | New | 157,093 | $8.5M |
| DAVENPORT & Co LLC | 0.05% | Add +2.0% | 156,519 | $8.5M |
| Leuthold Group, LLC | 0.90% | Add +6.8% | 152,802 | $8.3M |
| NewEdge Advisors, LLC | 0.04% | Add +8.6% | 152,308 | $8.2M |
| Goldstone Financial Group, LLC | 0.97% | Add +0.4% | 151,719 | $8.2M |
| Asio Capital, LLC | 1.22% | Reduce -14.4% | 150,941 | $8.2M |
| NorthRock Partners, LLC | 0.14% | New | 147,982 | $8.0M |
| Aspen Investment Management Inc | 3.02% | Add +8.3% | 144,631 | $7.8M |
| Oppenheimer & Co. Inc. | 0.09% | Add +0.1% | 141,207 | $7.6M |
| Stephens Inc. | 0.09% | Reduce -0.2% | 137,580 | $7.4M |
| Creative Planning | 0.01% | Reduce -4.6% | 137,482 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +9.7% | 134,450 | $7.3M |
| Smith Salley Wealth Management | 0.37% | Add +6.4% | 132,375 | $7.2M |
| Destination Wealth Management | 0.19% | Add +5.8% | 130,128 | $7.0M |
| Empowered Funds, LLC | 0.07% | Add +35.4% | 127,211 | $6.9M |
| Betterment LLC | 0.01% | Add +0.5% | 125,059 | $6.8M |
| Invera Wealth Advisors, LLC | 4.16% | Add +0.0% | 124,925 | $6.8M |
| Highline Wealth Partners LLC | 1.81% | Add +3.5% | 124,320 | $6.7M |
| Darrow Company, Inc. | 3.10% | Add +3.1% | 122,664 | $6.7M |
| Bartlett & Co. Wealth Management LLC | 0.09% | Reduce -3.1% | 119,997 | $6.5M |
| Hennion & Walsh Asset Management, Inc. | 0.23% | Add +0.7% | 119,447 | $6.5M |
| Integrity Alliance, Llc. | 0.30% | New | 118,408 | $6.4M |
| New Millennium Group LLC | 2.91% | New | 117,754 | $6.4M |
| JB Capital LLC | 0.27% | Add +7.5% | 113,827 | $6.2M |
| Goelzer Investment Management, Inc. | 0.32% | Add +7.1% | 112,280 | $6.1M |
| MV Capital Management, Inc. | 0.58% | Add +2.5% | 111,252 | $6.0M |
| Naples Global Advisors, LLC | 0.47% | Add +8.9% | 110,840 | $6.0M |
| Patriot Investment Management Group, Inc. | 0.38% | Reduce -2.4% | 106,624 | $5.8M |
| Man Group plc | 0.01% | New | 106,299 | $5.7M |
| Checchi Capital Advisers, LLC | 0.39% | Reduce -0.9% | 105,538 | $5.7M |
| Burns Matteson Capital Management, LLC | 2.36% | Add +4.0% | 104,140 | $5.6M |
| One Wealth Map LLC | 2.99% | Reduce -4.2% | 104,419 | $5.6M |
| Farther Finance Advisors, LLC | 0.08% | Add +2.4% | 101,177 | $5.5M |
| Conning Inc. | 0.19% | No change | 100,754 | $5.4M |
| Waverly Advisors, LLC | 0.05% | Add +5.9% | 99,828 | $5.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -5.1% | 99,782 | $5.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.86% | Add +6.1% | 98,708 | $5.3M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -42.2% | 97,616 | $5.3M |
| Transatlantique Private Wealth LLC | 1.72% | Add +19.1% | 97,478 | $5.3M |
| Shelter Mutual Insurance Co | 1.18% | No change | 97,200 | $5.3M |
| City State Bank | 1.51% | Add +12.4% | 96,760 | $5.2M |
| Prasad Wealth Partners, LLC | 1.45% | Add +13.1% | 95,911 | $5.2M |
| HM Payson & Co. | 0.07% | Add +73.3% | 94,511 | $5.1M |
| CoreCap Advisors, LLC | 0.18% | Add +3.7% | 93,628 | $5.1M |
| Planwiser Financial, LLC | 3.98% | Add +53.0% | 93,182 | $5.0M |
| Citadel Advisors | 0.00% | Add +69.3% | 90,825 | $4.9M |
| Natixis Advisors, LLC | 0.01% | Add +51.2% | 90,710 | $4.9M |
| LFA - Lugano Financial Advisors SA | 2.53% | Add +0.9% | 88,985 | $4.8M |
| Knightsbridge Asset Management, LLC | 0.81% | Add +1525.5% | 88,186 | $4.8M |
| Veridan Wealth LLC | 1.62% | — | 86,843 | $4.7M |
| FDx Advisors, Inc. | 1.38% | Add +1.7% | 85,349 | $4.6M |
| Independent Financial Group, LLC | 0.11% | Add +3.1% | 84,908 | $4.6M |
| Oppenheimer Asset Management Inc. | 0.05% | Reduce -3.6% | 82,293 | $4.5M |
| Van Hulzen Asset Management, LLC | 0.33% | Reduce -10.5% | 81,681 | $4.4M |
| Peoples Bank | 2.66% | Reduce -2.2% | 79,991 | $4.3M |
| SageView Advisory Group, LLC | 0.15% | Reduce -3.6% | 79,473 | $4.3M |
| Kingsview Wealth Management, LLC | 0.06% | Add +11.4% | 78,603 | $4.3M |
| RFG Advisory, LLC | 0.09% | New | 78,217 | $4.2M |
| Wealthstar Advisors, LLC | 1.66% | Reduce -0.3% | 77,721 | $4.2M |
| Banco Santander, S.A. | 0.04% | Reduce -7.1% | 77,584 | $4.2M |
| James Investment Research, Inc. | 0.46% | Add +1.6% | 77,331 | $4.2M |
| Breakwater Capital Group | 0.61% | Reduce -11.2% | 76,821 | $4.2M |
| Smartleaf Asset Management LLC | 0.26% | Add +0.7% | 76,607 | $4.1M |
| Stratos Investment Management, LLC | 0.17% | Reduce -0.3% | 75,917 | $4.1M |
| Manhattan West Asset Management, LLC | 0.87% | Add +8.5% | 75,808 | $4.1M |
| Retirement Financial Solutions, LLC | 1.28% | Reduce -20.5% | 75,763 | $4.1M |
| Per Stirling Capital Management, LLC. | 0.49% | Add +3.8% | 75,091 | $4.1M |
| Center For Asset Management LLC | 2.16% | Add +27.4% | 74,852 | $4.0M |
| Becker Capital Management Inc. | 0.12% | Add +7.3% | 74,701 | $4.0M |
| Strive Asset Management, LLC | 2.14% | Add +24.8% | 72,800 | $3.9M |
| Agate Pass Investment Management, LLC | 1.49% | Add +7.8% | 72,190 | $3.9M |
| Synergy Asset Management, LLC | 0.14% | New | 71,419 | $3.9M |
| Illumine Investment Management, LLC | 2.71% | New | 70,425 | $3.8M |
| Blue Trust, Inc. | 0.04% | Add +24.9% | 69,760 | $3.8M |
| Procyon Advisors, LLC | 0.22% | New | 69,571 | $3.8M |
| Meritage Portfolio Management | 0.25% | Add +1.4% | 69,318 | $3.7M |
| Vise Technologies, Inc. | 0.14% | Reduce -9.1% | 68,726 | $3.7M |
| Arkadios Wealth Advisors | 0.09% | Add +659.1% | 67,771 | $3.7M |
| SWS Partners | 0.89% | Add +11.6% | 67,120 | $3.6M |
| Chesley Taft & Associates LLC | 0.15% | Add +4.2% | 66,736 | $3.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -6.1% | 66,303 | $3.6M |
| Forte Asset Management LLC | 1.69% | Add +0.4% | 65,076 | $3.5M |
| DMC Group, LLC | 2.43% | Reduce -1.4% | 64,928 | $3.5M |
| Captrust Financial Advisors | 0.01% | Reduce -4.0% | 63,308 | $3.4M |
| UMB Bank, n.a. | 0.05% | No change | 60,202 | $3.3M |
| Fiduciary Alliance LLC | 0.22% | Add +7.4% | 59,361 | $3.2M |
| RiverFront Investment Group, LLC | 0.06% | No change | 59,062 | $3.2M |
| SCS Capital Management LLC | 0.03% | No change | 58,930 | $3.2M |
| AmeriServ Wealth Advisors | 1.58% | Reduce -3.4% | 57,849 | $3.1M |
| Advisory Research Inc. | 0.41% | No change | 57,761 | $3.1M |
| Ackerman Capital Advisors, LLC | 0.65% | Add +3.4% | 57,244 | $3.1M |
| Fisher Asset Management | 0.00% | Reduce -24.2% | 54,401 | $2.9M |
| AMG National Trust Bank | 0.07% | Reduce -5.5% | 54,395 | $2.9M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +21.8% | 54,580 | $2.9M |
| Revisor Wealth Management LLC | 1.01% | Reduce -2.8% | 54,468 | $2.9M |
| Great Diamond Partners, LLC | 0.55% | Add +6.1% | 52,616 | $2.8M |
| Private Wealth Management Group, LLC | 0.78% | Add +5.1% | 52,318 | $2.8M |
| Tranquilli Financial Advisor LLC | 1.66% | Add +0.8% | 51,836 | $2.8M |
| Courage Miller Partners, LLC | 0.81% | Add +9.0% | 49,828 | $2.7M |
| Davis R M Inc. | 0.05% | Add +2.0% | 48,785 | $2.6M |
| Herold Advisors, Inc. | 0.61% | Reduce -2.0% | 48,327 | $2.6M |
| Pilgrim Partners Asia Pte Ltd | 1.16% | — | 48,115 | $2.6M |
| Kingswood Wealth Advisors, LLC | 0.15% | Reduce -4.1% | 46,618 | $2.5M |
| Ballentine Partners, LLC | 0.03% | Add +14.1% | 46,477 | $2.5M |
| TAGStone Capital, Inc. | 0.97% | Reduce -2.5% | 45,246 | $2.4M |
| Forza Wealth Management, LLC | 0.91% | Add +0.3% | 44,000 | $2.4M |
| Phillips Financial Management, LLC | 0.16% | Reduce -6.7% | 43,849 | $2.4M |
| Busey Bank | 0.07% | Reduce -4.0% | 43,747 | $2.4M |
| Israel Discount Bank of New York | 6.99% | Add +14.7% | 43,667 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +7.3% | 42,986 | $2.3M |
| Flputnam Investment Management Co. | 0.03% | Reduce -2.1% | 42,984 | $2.3M |
| Kensington Asset Management, LLC | 0.14% | New | 42,264 | $2.3M |
| Hilltop Holdings Inc. | 0.12% | Add +83.4% | 41,880 | $2.3M |
| IHT Wealth Management, LLC | 0.06% | Add +1.1% | 40,201 | $2.2M |
| Bigelow Investment Advisors, LLC | 0.88% | Add +15.2% | 40,133 | $2.2M |
| Brown Financial Advisors | 0.79% | Add +88.2% | 39,709 | $2.1M |
| Bridgewater Advisors Inc. | 0.15% | Reduce -0.2% | 39,348 | $2.1M |
| Montecito Bank & Trust | 0.33% | — | 39,120 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +25.4% | 38,592 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +4.8% | 38,474 | $2.1M |
| Maia Wealth LLC | 0.35% | Add +324.0% | 38,167 | $2.1M |
| Eagle Global Advisors LLC | 0.08% | Add +0.9% | 37,616 | $2.0M |
| Park Avenue Securities LLC | 0.02% | Add +25.1% | 37,246 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -14.6% | 36,846 | $2.0M |
| Tower Research Capital LLC (TRC) | 0.06% | New | 36,841 | $2.0M |
| Strategic Investment Advisors / MI | 0.17% | Reduce -98.8% | 434 | $1.9M |
| Market Street Wealth Management Advisors LLC | 0.31% | No change | 35,764 | $1.9M |
| Capital Investment Counsel, LLC | 0.28% | Add +11.3% | 35,673 | $1.9M |
| Interactive Financial Advisors, Inc. | 1.04% | Reduce -19.1% | 35,462 | $1.9M |
| Barclays PLC | 0.00% | Add +18.0% | 35,110 | $1.9M |
| Focus Partners Wealth | 0.00% | Add +159.9% | 34,732 | $1.9M |
| Composition Wealth, LLC | 0.03% | Add +2.4% | 34,698 | $1.9M |
| Parsons Capital Management Inc. | 0.11% | Add +42.9% | 34,273 | $1.9M |
| TFB Advisors LLC | 0.54% | Reduce -15.5% | 34,079 | $1.8M |
| Cerity Partners LLC | 0.00% | Add +8.9% | 33,342 | $1.8M |
| Calamos Wealth Management LLC | 0.07% | Reduce -0.1% | 32,929 | $1.8M |
| Absolute Capital Management, LLC | 0.76% | Reduce -20.3% | 32,882 | $1.8M |
| Pinnacle Family Advisors, LLC | 0.76% | Reduce -3.0% | 32,329 | $1.7M |
| WESPAC Advisors, LLC | 1.02% | Add +9.1% | 32,173 | $1.7M |
| Archvest Wealth Advisors, Inc. | 1.55% | Add +3.2% | 32,060 | $1.7M |
| Charles Schwab Trust Co | 0.12% | Reduce -0.3% | 31,703 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Reduce -7.0% | 31,487 | $1.7M |
| Capital Analysts, LLC | 0.05% | Add +3.6% | 31,197 | $1.7M |
| Squire Investment Management Company, LLC | 0.55% | Add +29.7% | 31,081 | $1.7M |
| Cumberland Partners Ltd | 0.11% | Add +13.0% | 30,810 | $1.7M |
| Endurance Services Ltd | 0.28% | No change | 30,492 | $1.6M |
| Advisory Services Network, LLC | 0.02% | Add +0.1% | 30,481 | $1.6M |
| Crux Wealth Advisors | 0.65% | Reduce -8.6% | 30,361 | $1.6M |
| Mgo One Seven LLC | 0.04% | Add +59.7% | 29,925 | $1.6M |
| Whittier Trust Co. | 0.02% | Reduce -0.4% | 28,757 | $1.6M |
| Flow Traders U.S. LLC | 0.06% | New | 28,635 | $1.5M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | Add +13.0% | 28,438 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +130.0% | 27,503 | $1.5M |
| ETF Portfolio Partners, Inc. | 0.39% | Add +1.4% | 27,384 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -13.3% | 27,274 | $1.5M |
| Steinberganna Wealth Management | 0.69% | — | 26,981 | $1.5M |
| Union Bancaire Privee, UBP SA | 0.02% | Reduce -15.8% | 27,389 | $1.4M |
| United Advisor Group, LLC | 0.19% | Add +18.4% | 26,028 | $1.4M |
| Greenup Street Wealth Management LLC | 0.22% | New | 26,001 | $1.4M |
| Enclave Advisors LLC | 0.21% | Add +15.2% | 25,653 | $1.4M |
| Diversify Advisory Services, LLC | 0.04% | Reduce -14.1% | 24,651 | $1.3M |
| Holistic Financial Partners | 0.54% | Reduce -2.4% | 24,459 | $1.3M |
| Onyx Bridge Wealth Group LLC | 0.14% | New | 24,111 | $1.3M |
| F/m Investments LLC | 0.05% | Add +6.0% | 24,061 | $1.3M |
| Allworth Financial LP | 0.01% | Add +5.0% | 23,997 | $1.3M |
| Boltwood Capital Management | 0.34% | Add +2.2% | 23,903 | $1.3M |
| Founders Financial Securities LLC | 0.09% | Add +14.6% | 23,876 | $1.3M |
| Diversified Portfolios, Inc. | 0.11% | Reduce -5.1% | 23,635 | $1.3M |
| Atria Investments, Inc | 0.01% | Add +1.0% | 23,244 | $1.3M |
| Texas Bank & Trust Co | 0.47% | Add +2.9% | 23,054 | $1.2M |
| &partners | 0.01% | Add +22.6% | 22,827 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Reduce -1.0% | 22,743 | $1.2M |
| First International Bank of Israel Ltd. | 0.69% | Add +14.6% | 22,474 | $1.2M |
| Voya Financial Advisors, Inc. | 0.12% | Add +9.8% | 22,408 | $1.2M |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +19.4% | 22,229 | $1.2M |
| Meridian Wealth Management, LLC | 0.05% | Add +2.2% | 22,220 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Add +19.9% | 22,211 | $1.2M |
| YHB Investment Advisors, Inc. | 0.08% | Add +18.9% | 21,134 | $1.1M |
| Capitolis Liquid Global Markets LLC | 0.01% | Reduce -92.7% | 21,100 | $1.1M |
| Valtrion Capital Management, LLC | 1.21% | Reduce -1.0% | 20,777 | $1.1M |
| Hexagon Capital Partners LLC | 0.22% | Reduce -19.1% | 20,601 | $1.1M |
| Grey Ledge Advisors, LLC | 0.25% | Reduce -10.5% | 20,513 | $1.1M |
| Tilia Fiduciary Partners, Inc. | 0.64% | Add +3.9% | 20,512 | $1.1M |
| Paladin Wealth, LLC | 0.80% | Add +39.9% | 20,285 | $1.1M |
| Legacy Capital Group California, Inc. | 0.27% | Reduce -7.0% | 19,254 | $1.0M |
| Peddock Capital Advisors, LLC | 0.22% | No change | 19,013 | $1.0M |
| Lazard Asset Management LLC | 0.00% | New | 18,900 | $1.0M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -0.3% | 18,696 | $1.0M |
| Hengehold Capital Management LLC | 0.09% | Add +9.2% | 18,619 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -1.5% | 18,572 | $1.0M |
| SWP Financial LLC | 0.51% | Reduce -10.1% | 18,506 | $1.0M |
| Global Retirement Partners, LLC | 0.02% | Add +28.7% | 18,501 | $1.0M |
| Tiemann Investment Advisors, LLC | 0.38% | Reduce -0.0% | 18,285 | $989K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -7.7% | 17,932 | $970K |
| Choreo, LLC | 0.01% | Reduce -31.2% | 17,850 | $966K |
| Wescott Financial Advisory Group, LLC | 0.09% | Add +0.2% | 17,693 | $957K |
| Horizon Investment Services, LLC | 0.36% | Add +12.6% | 17,648 | $955K |
| Vicus Capital | 0.07% | Add +10.3% | 17,507 | $947K |
| Payne Capital LLC | 0.96% | — | 17,481 | $946K |
| Simon Quick Advisors, LLC | 0.04% | New | 16,974 | $918K |
| PKS Advisory Services, LLC | 0.21% | Reduce -44.7% | 16,932 | $916K |
| Vista Investment Partners Ii, LLC | 0.42% | New | 16,834 | $911K |
| 4J Wealth Management LLC | 0.53% | Reduce -3.3% | 16,749 | $906K |
| Panoramic Capital Partners, LLC | 0.57% | No change | 16,525 | $894K |
| Mitchell Sinkler & Starr | 0.39% | No change | 16,071 | $869K |
| IFP Advisors, Inc | 0.02% | Add +799.4% | 16,055 | $868K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -23.4% | 15,779 | $853K |
| TBH Global Asset Management, LLC | 0.17% | New | 15,672 | $848K |
| Hobbs Group Advisors, LLC | 0.26% | Reduce -5.1% | 15,255 | $825K |
| Synovus Financial Corp. | 0.01% | Add +1.3% | 15,121 | $818K |
| Brucke Financial, Inc. | 0.47% | Reduce -1.0% | 15,006 | $811K |
| Act Wealth Management, LLC | 0.28% | New | 14,815 | $801K |
| Calamos Advisors LLC | 0.00% | Add +100.0% | 14,721 | $796K |
| Mattson Financial Services, LLC | 0.19% | Add +61.1% | 14,721 | $796K |
| Brookstone Capital Management | 0.01% | Add +0.6% | 14,718 | $796K |
| Allianz Investment Management U.S. LLC | 0.03% | Reduce -25.5% | 14,597 | $790K |
| Wedbush Securities Inc. | 0.03% | Add +34.7% | 14,267 | $772K |
| Park Place Capital Corp | 0.16% | Reduce -50.3% | 14,237 | $770K |
| Duncker Streett & Co. Inc. | 0.13% | Add +1.3% | 14,127 | $764K |
| Renasant Bank | 0.48% | Reduce -44.8% | 14,006 | $758K |
| Prossimo Advisors, LLC | 5.49% | Add +16.0% | 13,804 | $747K |
| JPL Wealth Management, LLC | 0.17% | Add +4.0% | 13,590 | $735K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +31.1% | 13,588 | $735K |
| Perigon Wealth Management, LLC | 0.01% | New | 13,474 | $729K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1.08% | New | 13,400 | $725K |
| Paces Ferry Wealth Advisors, LLC | 0.30% | Add +1.6% | 13,290 | $719K |
| Axis Wealth Partners, LLC | 0.42% | Reduce -9.2% | 13,174 | $713K |
| Hudson Portfolio Management LLC | 0.63% | Reduce -22.5% | 13,090 | $708K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Reduce -7.6% | 12,870 | $696K |
| Sage Advisory Services, Ltd.Co. | 0.36% | Reduce -24.0% | 12,848 | $695K |
| Boyd Watterson Asset Management LLC | 0.21% | Add +6.5% | 12,725 | $688K |
| Adams Wealth Management | 0.15% | Reduce -1.7% | 12,723 | $688K |
| CacheTech Inc. | 0.14% | Reduce -1.7% | 12,723 | $688K |
| Stelac Advisory Services LLC | 0.24% | Reduce -36.2% | 12,718 | $688K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Add +18.7% | 12,633 | $683K |
| Hoxton Planning & Management, LLC | 0.21% | Reduce -1.1% | 12,303 | $665K |
| Ascent Group, LLC | 0.02% | Add +89.0% | 12,249 | $663K |
| Bourgeon Capital Management LLC | 0.12% | No change | 12,210 | $660K |
| Independent Advisor Alliance | 0.02% | Add +7.5% | 12,051 | $652K |
| GFI Investment Counsel Ltd. | 0.07% | No change | 11,984 | $648K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | No change | 11,855 | $641K |
| Fortis Capital Management LLC | 0.09% | Add +1.2% | 11,574 | $626K |
| Apollon Wealth Management, LLC | 0.01% | Add +18.9% | 11,510 | $623K |
| Precision Wealth Strategies, LLC | 0.20% | Add +5.4% | 11,419 | $618K |
| Courier Capital LLC | 0.04% | Reduce -14.1% | 11,339 | $613K |
| Full Sail Capital, LLC | 0.03% | Add +0.2% | 11,261 | $609K |
| NTV Asset Management LLC | 0.07% | Reduce -0.5% | 11,137 | $602K |
| Simmons Bank | 0.04% | No change | 10,606 | $574K |
| Lanark Financial, Inc. | 0.04% | Add +79.9% | 10,532 | $570K |
| FOCUS Wealth Advisors, LLC | 0.27% | No change | 10,434 | $564K |
| Lineweaver Wealth Advisors, LLC | 0.08% | Add +0.2% | 10,421 | $564K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -4.1% | 10,392 | $562K |
| Trivium Point Advisory, LLC | 0.06% | Reduce -39.6% | 10,283 | $556K |
| Keel Point, LLC | 0.03% | Add +0.8% | 10,182 | $551K |
| Equita Financial Network, Inc. | 0.19% | Reduce -12.2% | 10,123 | $548K |
| First Horizon Corp. | 0.03% | — | 10,087 | $546K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -1.9% | 10,062 | $544K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +35.8% | 10,044 | $543K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -1.8% | 9,981 | $540K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +66.9% | 9,850 | $533K |
| HSBC Holdings PLC | 0.00% | Reduce -90.3% | 9,833 | $532K |
| Bangor Savings Bank | 0.04% | Reduce -17.8% | 9,810 | $531K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -0.7% | 9,786 | $529K |
| Wealth Advisory Solutions, LLC | 0.13% | Add +2.0% | 9,690 | $524K |
| Verdence Capital Advisors LLC | 0.03% | Add +2.2% | 9,472 | $517K |
| Vantage Financial Partners, LLC | 0.11% | Reduce -5.1% | 9,458 | $512K |
| Destiny Capital Corp | 0.28% | Reduce -32.6% | 9,435 | $510K |
| A4 Wealth Advisors LLC | 0.43% | — | 9,367 | $507K |
| Resurgent Financial Advisors LLC | 0.25% | Add +75.3% | 9,346 | $506K |
| Bellecapital International Ltd. | 0.08% | No change | 9,336 | $505K |
| Hilltop Partners LLC | 0.15% | Reduce -1.6% | 9,119 | $493K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -21.1% | 9,112 | $493K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -35.9% | 8,989 | $486K |
| KPP Advisory Services LLC | 0.07% | Reduce -1.5% | 8,850 | $479K |
| Omega Financial Group, LLC | 0.16% | Add +1.0% | 8,829 | $478K |
| Channel Wealth LLC | 0.13% | Add +1.0% | 8,829 | $478K |
| Transcendent Capital Group LLC | 0.21% | Add +0.1% | 8,781 | $475K |
| Savant Capital, LLC | 0.00% | Reduce -3.6% | 8,728 | $472K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 8,716 | $471K |
| Stokes Family Office, LLC | 0.04% | No change | 8,663 | $469K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -1.3% | 8,558 | $463K |
| Sawgrass Asset Management LLC | 0.06% | No change | 8,479 | $459K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.8% | 8,475 | $458K |
| Royal Fund Management, LLC | 0.06% | Reduce -67.6% | 8,435 | $456K |
| Meridian Financial Advisors, LLC | 0.25% | Add +3.9% | 8,299 | $449K |
| JT Stratford LLC | 0.06% | New | 8,199 | $443K |
| Tiaa Trust, National Association | 0.00% | Add +22.8% | 8,115 | $439K |
| Ceeto Capital Group, LLC | 0.13% | No change | 8,000 | $433K |
| Florida Trust Wealth Management Co | 0.01% | Add +5.3% | 8,005 | $433K |
| Peoples Bank | 0.43% | No change | 8,000 | $433K |
| Ancora Advisors LLC | 0.01% | Add +11.6% | 7,911 | $428K |
| Lantern Wealth Advisors, LLC | 0.22% | Add +10.1% | 7,856 | $425K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +45.5% | 7,834 | $424K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -2.6% | 7,701 | $417K |
| Exchange Bank | 0.29% | No change | 7,672 | $415K |
| Evolution Wealth Advisors, LLC | 0.06% | Add +0.0% | 7,618 | $412K |
| Freedom Investment Management, Inc. | 0.11% | Reduce -81.2% | 7,554 | $409K |
| Prelude Capital Management, LLC | 0.03% | New | 7,550 | $408K |
| Wynn Capital, LLC | 0.19% | No change | 7,400 | $400K |
| XTX Topco Ltd | 0.02% | Add +24.8% | 7,390 | $400K |
| Clearstead Advisors, LLC | 0.01% | Add +8085.6% | 7,367 | $398K |
| Sowell Financial Services LLC | 0.01% | Add +0.4% | 7,159 | $387K |
| Argent Trust Co | 0.01% | No change | 7,149 | $387K |
| Regal Investment Advisors LLC | 0.02% | Reduce -8.0% | 7,020 | $380K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 6,981 | $378K |
| Paragon Capital Management Ltd | 0.07% | Add +7.2% | 6,894 | $373K |
| Western Wealth Management, LLC | 0.02% | Reduce -1.0% | 6,809 | $368K |
| Sandhill Capital Partners LLC | 0.03% | Add +2.2% | 6,792 | $367K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 6,829 | $367K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -3.0% | 6,758 | $366K |
| Rareview Capital LLC | 0.22% | New | 6,841 | $365K |
| FC Advisory LLC | 0.11% | Add +0.9% | 6,717 | $363K |
| RMR Capital Management, LLC | 0.25% | Add +1.2% | 6,680 | $361K |
| Commerce Bank | 0.00% | No change | 6,675 | $361K |
| Private Trust Co. NA | 0.03% | Reduce -25.6% | 6,667 | $361K |
| Summit Financial, LLC | 0.01% | Reduce -1.3% | 6,543 | $354K |
| BSW Wealth Partners | 0.04% | No change | 6,500 | $352K |
| PFG Investments, LLC | 0.02% | Add +2.8% | 6,435 | $348K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -24.0% | 6,429 | $348K |
| Ameriflex Group, Inc. | 0.13% | Add +4094.7% | 6,376 | $345K |
| NBT Bank, N.A. | 0.02% | Reduce -0.9% | 6,322 | $342K |
| Hofer & Associates. Inc | 0.19% | Reduce -3.1% | 6,255 | $338K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 6,172 | $334K |
| Country Club Bank | 0.02% | No change | 6,117 | $331K |
| TCTC Holdings, LLC | 0.01% | Add +73.8% | 6,078 | $329K |
| Quantinno Capital Management LP | 0.00% | Add +39.6% | 6,028 | $326K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +20.5% | 5,995 | $324K |
| Obermeyer Wealth Partners | 0.02% | No change | 5,960 | $322K |
| Merit Financial Group, LLC | 0.00% | Reduce -5.3% | 5,900 | $319K |
| Sheets Smith Wealth Management | 0.04% | Reduce -7.8% | 5,900 | $319K |
| BTG Pactual Asset Management US LLC | 0.04% | No change | 5,942 | $317K |
| Pettyjohn, Wood & White, Inc. | 0.05% | No change | 5,800 | $314K |
| Consolidated Portfolio Review Corp | 0.04% | Add +5.2% | 5,797 | $314K |
| SIMA Wealth Partners, LLC | 0.24% | Reduce -0.7% | 5,769 | $312K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -19.3% | 5,757 | $311K |
| Two Sigma Securities, LLC | 0.05% | New | 5,697 | $308K |
| Sunbelt Securities, Inc. | 0.02% | Add +51.9% | 5,696 | $308K |
| Inman Jager Wealth Management, LLC | 0.19% | Add +0.0% | 5,581 | $302K |
| Regions Financial Corp. | 0.00% | Add +5.7% | 5,579 | $302K |
| Accurate Wealth Management, LLC | 0.04% | New | 5,470 | $297K |
| Verus Capital Partners, LLC | 0.02% | Add +5.1% | 5,485 | $297K |
| Seaside Wealth Management, Inc. | 0.09% | Add +0.1% | 5,452 | $295K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -89.9% | 5,410 | $293K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -13.8% | 5,404 | $292K |
| Brookwood Investment Group LLC | 0.04% | New | 5,384 | $291K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 5,381 | $291K |
| Genesis Wealth Advisors, LLC | 0.20% | No change | 5,373 | $291K |
| Harbour Investments, Inc. | 0.01% | Add +8.2% | 5,336 | $289K |
| RiverGlades Family Offices LLC | 0.17% | Reduce -0.8% | 5,280 | $286K |
| Flagstar Securities, Inc. | 0.09% | Reduce -9.4% | 5,148 | $278K |
| Evanson Asset Management, LLC | 0.02% | Reduce -0.5% | 5,016 | $271K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -12.1% | 4,978 | $269K |
| Lee Financial Co | 0.03% | No change | 4,950 | $268K |
| Rossby Financial, LCC | 0.09% | Reduce -6.2% | 4,940 | $267K |
| Meridian Management Co. | 0.07% | No change | 4,929 | $267K |
| Beacon Bank & Trust | 0.06% | No change | 4,867 | $263K |
| Apella Capital, LLC | 0.01% | Add +2.1% | 4,715 | $256K |
| AE Wealth Management LLC | 0.00% | Add +23.1% | 4,742 | $256K |
| First Heartland Consultants, Inc. | 0.02% | Add +23.7% | 4,686 | $253K |
| City National Bank of Florida | 0.17% | No change | 4,679 | $253K |
| Simplicity Wealth,LLC | 0.01% | No change | 4,679 | $253K |
| Savvy Advisors, Inc. | 0.01% | New | 4,632 | $251K |
| Crumly & Associates Inc. | 0.05% | New | 4,625 | $250K |
| Apriem Advisors | 0.02% | Add +0.1% | 4,615 | $250K |
| Brighton Jones LLC | 0.01% | Reduce -4.7% | 4,570 | $247K |
| Heritage Investors Management Corp. | 0.01% | Add +14.6% | 4,550 | $246K |
| Beacon Bridge Wealth Partners, LLC | 0.09% | No change | 4,502 | $244K |
| Pathstone Holdings, LLC | 0.00% | No change | 4,502 | $244K |
| Prostatis Group LLC | 0.06% | Reduce -0.8% | 4,469 | $242K |
| Woodward Diversified Capital, LLC | 0.11% | Reduce -0.7% | 4,428 | $240K |
| Equitable Trust Co. | 0.01% | Add +2.1% | 4,425 | $239K |
| New World Advisors LLC | 0.04% | Reduce -1.6% | 4,421 | $239K |
| Promethium Advisors,llc | 0.14% | Reduce -34.2% | 4,403 | $238K |
| M&T Bank Corp | 0.00% | Reduce -12.7% | 4,362 | $236K |
| Capital Investment Advisors, LLC | 0.00% | New | 4,328 | $234K |
| Y.D. More Investments Ltd | 0.01% | Reduce -3.4% | 4,300 | $232K |
| Ledyard National Bank | 0.02% | No change | 4,259 | $230K |
| Vista Investment Management | 0.08% | No change | 4,222 | $228K |
| Trilogy Capital Inc. | 0.01% | No change | 4,183 | $226K |
| Ellenbecker Investment Group | 0.03% | Add +1.2% | 4,170 | $226K |
| Farrell Financial LLC | 0.14% | Add +1.2% | 4,165 | $225K |
| Tme Financial, Inc. | 0.17% | Add +1.1% | 4,157 | $225K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -4.6% | 4,154 | $225K |
| Braun-Bostich & Associates Inc. | 0.14% | Add +5.5% | 4,152 | $225K |
| Gradient Capital Advisors, LLC | 0.06% | Reduce -8.3% | 4,141 | $224K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Add +0.0% | 4,120 | $223K |
| Spire Wealth Management | 0.01% | Add +225.5% | 4,114 | $223K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 4,105 | $222K |
| Integrated Investment Consultants, LLC | 0.04% | Add +0.4% | 4,077 | $221K |
| Panoramic Investment Advisors, LLC | 0.12% | Reduce -8.8% | 4,075 | $220K |
| Lutz Financial Services LLC | 0.02% | No change | 4,007 | $217K |
| Kovack Advisors, Inc. | 0.02% | Reduce -12.7% | 3,994 | $216K |
| Parallel Advisors, LLC | 0.00% | No change | 3,832 | $207K |
| Balefire, LLC | 0.04% | New | 3,827 | $207K |
| Consilio Wealth Advisors, LLC | 0.07% | New | 3,820 | $207K |
| Haverford Financial Services, Inc. | 0.06% | No change | 3,802 | $206K |
| MainStreet Investment Advisors LLC | 0.03% | Reduce -3.3% | 3,775 | $204K |
| Optivise Advisory Services LLC | 0.12% | Reduce -83.3% | 3,728 | $202K |
| Centurion Wealth Management LLC | 0.05% | New | 3,728 | $202K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -19.4% | 3,723 | $201K |
| Maridea Wealth Management LLC | 0.03% | New | 3,701 | $201K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.9% | 3,722 | $201K |
| Beirne Wealth Consulting Services, LLC | 0.05% | New | 3,714 | $201K |
| Triad Wealth Partners, LLC | 0.03% | New | 3,707 | $201K |
| Running Point Capital Advisors, LLC | 0.05% | No change | 3,701 | $200K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -16.8% | 3,655 | $198K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | Add +305.5% | 3,528 | $191K |
| Webster Bank, N. A. | 0.02% | No change | 3,526 | $191K |
| Paladin Advisory Group, LLC | 0.15% | No change | 3,468 | $188K |
| AlphaCore Capital LLC | 0.01% | Reduce -16.4% | 3,306 | $179K |
| TD Capital Management LLC | 0.02% | Add +0.8% | 3,275 | $177K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 3,273 | $177K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 3,270 | $177K |
| CNB Bank | 0.07% | No change | 3,211 | $174K |
| Blair William & Co. | 0.00% | Add +39.3% | 3,132 | $169K |
| Principal Securities, Inc. | 0.00% | Reduce -0.2% | 2,899 | $157K |
| Albion Financial Group | 0.01% | No change | 2,817 | $152K |
| Morton Brown Family Wealth, LLC | 0.04% | No change | 2,486 | $134K |
| Hanson & Doremus Investment Management | 0.02% | Add +4.0% | 2,373 | $128K |
| Premier Financial Group | 0.03% | New | 2,321 | $126K |
| Ameritas Advisory Services, LLC | 0.01% | Add +50.9% | 2,293 | $124K |
| Sachetta, LLC | 0.04% | Reduce -13.9% | 2,159 | $117K |
| Root Financial Partners, LLC | 0.01% | New | 2,044 | $111K |
| Bessemer Group Inc. | 0.00% | New | 1,986 | $107K |
| General Partner, Inc. | 0.05% | Add +11.1% | 1,845 | $100K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 1,821 | $98K |
| GeoWealth Management, LLC | 0.00% | No change | 1,807 | $98K |
| CENTRAL TRUST Co | 0.00% | Reduce -37.3% | 1,715 | $93K |
| Nalls Sherbakoff Group, LLC | 0.06% | No change | 1,650 | $89K |
| Signature Resources Capital Management, LLC | 0.05% | Reduce -3.0% | 1,614 | $87K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,470 | $80K |
| Rialto Wealth Management, LLC | 0.02% | Reduce -42.0% | 1,432 | $77K |
| Pacific Center for Financial Services | 0.02% | New | 1,404 | $76K |
| Eastern Bank | 0.00% | No change | 1,392 | $75K |
| Aptus Capital Advisors, LLC | 0.00% | Add +17.3% | 1,290 | $70K |
| CVA Family Office, LLC | 0.01% | No change | 1,196 | $65K |
| Private Wealth Asset Management, LLC | 0.01% | No change | 1,169 | $63K |
| Hemington Wealth Management | 0.01% | No change | 1,149 | $62K |
| Key Financial Inc | 0.01% | Add +525.7% | 1,145 | $62K |
| Realta Investment Advisors | 0.02% | Reduce -36.3% | 1,132 | $61K |
| Glen Eagle Advisors, LLC | 0.01% | Add +1534.4% | 1,046 | $57K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -93.8% | 1,000 | $54K |
| Cornerstone Planning Group LLC | 0.01% | New | 897 | $49K |
| Bfsg, LLC | 0.00% | New | 861 | $47K |
| Mechanics Financial Corp | 0.02% | No change | 764 | $41K |
| Larson Financial Group LLC | 0.00% | Add +6845.4% | 764 | $41K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 690 | $37K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -9.6% | 686 | $37K |
| Silver Oak Securities, Incorporated | 0.00% | Reduce -35.6% | 659 | $36K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +1.3% | 644 | $35K |
| AllSquare Wealth Management LLC | 0.02% | No change | 641 | $35K |
| JCIC Asset Management Inc. | 0.01% | — | 620 | $34K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -6.3% | 614 | $33K |
| Founders Financial Alliance, LLC | 0.01% | Add +370.0% | 611 | $33K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 600 | $32K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 570 | $31K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +1.1% | 560 | $30K |
| Creative Financial Designs Inc. | 0.00% | No change | 543 | $29K |
| Sound Income Strategies, LLC | 0.00% | Add +51.3% | 531 | $29K |
| Montag A & Associates Inc. | 0.00% | No change | 515 | $28K |
| 1620 Investment Advisors, Inc. | 0.02% | Reduce -20.6% | 510 | $28K |
| WestEnd Advisors, LLC | 0.00% | Reduce -2.5% | 506 | $27K |
| Rossmore Private Capital | 0.00% | New | 500 | $27K |
| Fifth Third Bancorp | 0.00% | Reduce -85.2% | 500 | $27K |
| Beacon Capital Management, Inc. | 0.00% | New | 473 | $26K |
| EPG Wealth Management LLC | 0.01% | Add +0.5% | 444 | $24K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 440 | $24K |
| Community Bank, N.A. | 0.00% | Reduce -8.6% | 428 | $23K |
| Crews Bank & Trust | 0.00% | No change | 406 | $22K |
| Mma Asset Management LLC | 0.01% | New | 406 | $22K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 387 | $21K |
| Noble Wealth Management PBC | 0.01% | — | 385 | $21K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 380 | $21K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +1.2% | 332 | $18K |
| Colonial Trust Advisors | 0.00% | No change | 330 | $18K |
| Friedenthal Financial | 0.01% | No change | 323 | $17K |
| Aventura Private Wealth, LLC | 0.01% | No change | 322 | $17K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -16.7% | 319 | $17K |
| WFA of San Diego, LLC | 0.01% | No change | 300 | $16K |
| Chilton Capital Management LLC | 0.00% | New | 288 | $16K |
| Financial Consulate, Inc. | 0.00% | New | 270 | $15K |
| Asset Dedication, LLC | 0.00% | New | 266 | $14K |
| CX Institutional | 0.00% | New | 258 | $14K |
| Howe & Rusling Inc. | 0.00% | New | 238 | $13K |
| REAP Financial Group, LLC | 0.00% | New | 231 | $12K |
| Wagner Wealth Management, LLC | 0.00% | Add +1.4% | 226 | $12K |
| BankPlus Trust Department | 0.00% | New | 197 | $11K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 191 | $10K |
| Rise Advisors, LLC | 0.00% | Reduce -2.9% | 170 | $9K |
| City Holding Co. | 0.00% | No change | 170 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 169 | $9K |
| Westfuller Advisors, LLC | 0.00% | New | 161 | $9K |
| Nepc LLC | 0.00% | No change | 160 | $9K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 155 | $8K |
| Hantz Financial Services, Inc. | 0.00% | New | 154 | $8K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 147 | $8K |
| Abich Financial Wealth Management LLC | 0.00% | — | 145 | $8K |
| Viewpoint Capital Management LLC | 0.00% | No change | 142 | $8K |
| Archer Investment Corp | 0.00% | Add +168.0% | 134 | $7K |
| Investors Research Corp | 0.00% | No change | 120 | $6K |
| Wealthspire Advisors, LLC | 0.00% | New | 119 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 108 | $6K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $5K |
| Crowley Wealth Management, Inc. | 0.00% | No change | 99 | $5K |
| Stephens Consulting, LLC | 0.00% | No change | 96 | $5K |
| Salem Investment Counselors Inc. | 0.00% | No change | 92 | $5K |
| Clearstead Trust, LLC | 0.00% | New | 90 | $5K |
| Quaker Wealth Management, LLC | 0.00% | No change | 89 | $5K |
| Trust Co. of Toledo NA | 0.00% | No change | 87 | $5K |
| Raleigh Capital Management Inc. | 0.00% | New | 78 | $4K |
| Kiker Wealth Management, LLC | 0.00% | New | 68 | $4K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -3.5% | 56 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 48 | $3K |
| Avion Wealth | 0.00% | New | 67 | $3K |
| Evolution Wealth Management Inc. | 0.00% | New | 44 | $2K |
| Proathlete Wealth Management LLC | 0.00% | Reduce -94.2% | 43 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 42 | $2K |
| Simplex Trading, LLC | 0.00% | New | 47 | $2K |
| Park Square Financial Group, LLC | 0.01% | Add +83.3% | 33 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 27 | $1K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 27 | $1K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 26 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 26 | $1K |
| Clarity Asset Management, Inc. | 0.00% | No change | 20 | $1K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -98.4% | 16 | $866 |
| Crewe Advisors LLC | 0.00% | No change | 15 | $812 |
| Flagship Wealth Advisors, LLC | 0.00% | New | 14 | $757 |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 11 | $595 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 8 | $420 |
| Bear Mountain Capital, Inc. | 0.00% | New | 7 | $381 |
| Richardson Financial Services Inc. | 0.00% | Add +100.0% | 4 | $216 |
| Kilter Group LLC | 0.00% | No change | 2 | $109 |
| Cheviot Value Management, LLC | 0.00% | No change | 2 | $109 |
"% 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.