iShares 5-10Y Inv GradeIGIBETF

13F holders, Q4 2025 (December 31)
689holders +21
49new positions
51sold out
1famous investor
$53.88avg. 13F price*

At the end of Q4 2025, 689 institutions reported holding iShares 5-10Y Inv Grade Corp. (IGIB) in their 13F filings, up 21 from Q3 2025. 49 opened new positions and 51 sold out. The largest holders were Financial Engines Advisors L.L.C. ($3.4B), Charles Schwab Investment Management Inc. ($664.7M) and Northern Trust Corp. ($625.6M). One famous investor held it 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions49$34.3M
Exits51$44.5M

All 13F filers, Q3 2025 → Q4 2025: 20,990,447 shares bought and 14,242,436 shares sold, net +6,748,011 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 689 holders

Financial Engines Advisors L.L.C. 6.45% Add +5.4% 63,169,967 $3.4B
Charles Schwab Investment Management Inc. 0.10% Add +5.3% 12,337,463 $664.7M
Northern Trust Corp. 0.08% Add +6.3% 11,610,358 $625.6M
Assetmark, Inc. 0.81% Add +6.1% 7,394,169 $398.4M
Morgan Stanley 0.02% Add +10.8% 6,210,405 $334.6M
Bank of America Corp. 0.02% Add +10.5% 6,173,377 $332.6M
Envestnet Asset Management Inc. 0.10% Reduce -19.1% 6,118,906 $329.7M
Prudential PLC 2.32% Reduce -41.9% 5,369,642 $289.3M
One Capital Management, LLC 8.62% Add +5.7% 5,293,249 $285.2M
Legal & General Group Plc 0.06% Add +414.3% 5,002,480 $270.2M
Wells Fargo & Company 0.05% Add +11.4% 4,931,609 $265.7M
Ameriprise Financial Inc. 0.05% Add +4.9% 3,929,120 $211.7M
UBS Group AG 0.04% Add +3.4% 3,909,329 $210.6M
FMR LLC 0.01% Reduce -0.4% 3,583,875 $193.1M
Matson Money. Inc. 5.89% Add +3.9% 3,457,817 $186.3M
LPL Financial LLC 0.05% Add +36.3% 3,163,439 $170.4M
Allstate Corp. 2.30% Reduce -13.9% 3,127,184 $168.5M
Raymond James Financial Inc. 0.05% Add +7.4% 3,115,949 $167.9M
Royal Bank of Canada 0.03% Reduce -7.3% 2,918,391 $157.2M
TD Private Client Wealth LLC 2.38% Add +16.7% 2,073,892 $111.7M
Acropolis Investment Management, LLC 4.99% Add +4.7% 2,059,152 $110.9M
BlackRock, Inc. 0.00% Reduce -66.2% 2,012,953 $108.5M
Petersen Hastings Wealth Advisors Inc. 9.77% — 1,889,073 $101.8M
United Capital Financial Advisors, LLC 0.61% Reduce -3.4% 1,885,504 $101.6M
Franklin Resources Inc. 0.03% Add +3.2% 1,861,768 $100.3M
PNC Financial Services Group, Inc. 0.05% Reduce -4.1% 1,808,768 $97.5M
Klaas Financial Asset Advisors, LLC 13.13% Add +4.2% 1,680,245 $90.5M
Greenwood Gearhart LLC 4.77% Add +8.7% 1,609,738 $86.7M
Stifel Financial Corp. 0.08% Add +2.2% 1,558,379 $84.0M
Goldman Sachs Group Inc. 0.01% Reduce -21.8% 1,537,062 $82.8M
Charter Oak Capital Management, LLC 6.28% Add +7.0% 1,527,956 $82.3M
Haverford Trust Co 0.66% Add +5.5% 1,372,890 $74.0M
Wealth Enhancement Advisory Services, LLC 0.10% Add +151.5% 1,352,130 $73.0M
Manufacturers Life Insurance Company, The 0.06% Add +0.7% 1,353,144 $72.9M
Jones Financial Companies LLLP 0.04% Add +29.8% 1,343,852 $72.4M
US Bancorp \de 0.08% Add +2.2% 1,192,186 $64.2M
HighTower Advisors, LLC 0.07% Reduce -0.2% 1,171,950 $63.1M
Keybank National Association 0.22% Add +4.9% 1,156,847 $62.3M
Truist Financial Corp. 0.08% Add +2.6% 1,094,346 $59.0M
Horizon Investments, LLC 0.74% Add +2.0% 1,080,000 $58.2M
Cetera Investment Advisers 0.06% Add +25.4% 1,076,858 $58.0M
Ally Invest Advisors Inc. 3.88% Add +3.8% 1,042,575 $56.2M
Dakota Wealth Management 0.97% Add +3.4% 1,016,352 $54.8M
MAI Capital Management 0.31% Add +10.9% 981,677 $52.9M
Cwm, LLC 0.14% Add +202.2% 944,617 $50.9M
Mutual Advisors, LLC 1.06% Add +26.3% 914,056 $49.2M
Bank of New York Mellon Corp 0.01% Reduce -1.9% 902,233 $48.6M
Dodds Wealth, LLC 11.08% Add +1.7% 838,687 $45.2M
Mfa Wealth Advisors, LLC 9.08% Add +7.9% 797,304 $43.0M
Mitsubishi UFJ Trust & Banking Corp 0.10% Reduce -2.0% 785,281 $42.4M
Janney Montgomery Scott LLC 0.10% Add +25.3% 775,677 $41.8M
Flagstone Financial Management 10.51% Add +2.7% 760,236 $41.0M
Rockefeller Capital Management L.P. 0.07% Add +330.7% 750,256 $40.4M
Wealthspire Retirement, LLC 2.41% Add +4.8% 736,401 $39.7M
Bank of Montreal 0.02% Add +2.6% 730,927 $39.4M
Fiduciary Trust Co 0.44% Add +11.9% 725,376 $39.1M
Gradient Investments LLC 0.62% Add +4.2% 721,667 $38.9M
State Farm Mutual Automobile Insurance Co. 0.03% No change 680,000 $36.6M
Baird Financial Group, Inc. 0.05% Add +2.8% 645,369 $34.8M
Thoma Capital Management LLC 19.39% Reduce -8.3% 624,646 $33.7M
Focus Partners Wealth 0.04% Add +1690.8% 621,982 $33.5M
ProVise Management Group, LLC 2.33% Add +4.0% 606,403 $32.7M
Syon Capital LLC 1.41% Add +2.5% 525,501 $28.3M
Cerity Partners LLC 0.04% Add +1451.5% 517,315 $27.9M
Schmidt P J Investment Management Inc. 4.51% Reduce -0.5% 514,172 $27.7M
Financial Partners Group, Inc 2.98% Add +3.1% 476,863 $25.8M
JPMorgan Chase & Co. 0.00% Add +52.7% 475,638 $25.6M
Osaic Holdings, Inc. 0.04% Reduce -41.3% 450,932 $24.3M
Hancock Whitney Corp. 0.42% Reduce -0.9% 435,986 $23.5M
Birchbrook, Inc. 11.57% Add +6.8% 430,648 $23.2M
GDS Wealth Management 1.44% Reduce -3.3% 428,288 $23.1M
Arkansas Financial Group, Inc. 3.18% Add +26.6% 409,041 $22.0M
Northwestern Mutual Wealth Management Co. 0.01% Add +9.9% 406,025 $21.9M
Black Diamond Financial, LLC 2.27% Add +5.4% 399,301 $21.5M
Avidian Wealth Enterprises, LLC 0.76% Add +2.6% 389,932 $21.0M
BCK Partners, Inc. 11.21% Add +2.5% 384,863 $20.7M
Ameliora Wealth Management Ltd. 6.23% Add +12.4% 379,592 $20.5M
Cyndeo Wealth Partners, LLC 1.04% Add +3.2% 358,052 $19.3M
Summit Wealth Group, LLC 4.50% Add +2.5% 357,940 $19.3M
Proffitt & Goodson Inc. 2.69% Add +2.3% 356,634 $19.2M
Lido Advisors, LLC 0.08% Add +0.0% 352,897 $19.1M
MML Investors Services, LLC 0.05% Add +29.5% 350,105 $18.9M
Advisors Capital Management, LLC 0.22% Add +7.0% 340,556 $18.3M
DT Investment Partners, LLC 1.46% Reduce -15.1% 328,237 $17.7M
Capstone Investment Advisors, LLC 0.18% Add +19.7% 327,501 $17.6M
Sigma Planning Corp 0.49% Add +2.8% 326,676 $17.6M
Legacy Financial Group LLC 2.12% Reduce -9.1% 318,629 $17.1M
Prosperity Consulting Group, LLC 0.76% Add +1.8% 312,319 $16.8M
Roundview Capital LLC 1.03% Add +7.0% 310,685 $16.7M
Deutsche Bank AG 0.01% No change 310,445 $16.7M
Mariner, LLC 0.02% Add +1.5% 299,331 $16.1M
Bailard, Inc. 0.35% Add +7.8% 294,024 $15.8M
Commonwealth Equity Services, LLC 0.02% Reduce -5.0% 293,761 $15.8M
Adapt Wealth Advisors, LLC 5.28% Add +5.7% 284,822 $15.3M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -0.0% 279,884 $15.1M
Summit Wealth Partners, LLC 2.65% Add +0.4% 266,020 $14.3M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -55.0% 263,000 $14.2M
Bar Harbor Wealth Management 0.82% Reduce -1.8% 262,918 $14.2M
Castleark Management LLC 0.41% No change 259,994 $14.0M
Galvin, Gaustad & Stein, LLC 1.10% Reduce -4.8% 258,591 $13.9M
D.A. Davidson & Co. 0.08% Add +6.6% 257,051 $13.8M
Comerica Bank 0.05% Reduce -0.6% 246,232 $13.3M
Madison Asset Management, LLC 0.15% Reduce -20.5% 245,961 $13.3M
Chicago Partners Investment Group LLC 0.32% Add +19.3% 242,492 $13.1M
Modern Wealth Management, LLC 0.24% Add +0.8% 241,850 $13.0M
NewEdge Advisors, LLC 0.05% Add +56.5% 238,399 $12.8M
Caldwell Trust Co 1.14% Add +12.3% 238,146 $12.8M
Blue Fin Capital, Inc. 1.96% Add +16.6% 234,664 $12.6M
World Investment Advisors 0.21% Add +14.0% 234,581 $12.6M
Citigroup Inc. 0.01% Add +1.9% 233,539 $12.6M
Compound Planning, Inc. 0.36% Add +0.3% 228,037 $12.3M
Colton Groome Financial Advisors, LLC 3.51% Add +11.1% 227,132 $12.2M
D L Carlson Investment Group Inc. 2.01% Add +9.7% 221,605 $11.9M
Anchor Capital Advisors LLC 0.34% Reduce -2.0% 219,987 $11.9M
Thrivent Financial for Lutherans 0.02% Reduce -1.5% 215,083 $11.6M
First Trust Advisors LP 0.01% Add +3.1% 214,964 $11.6M
Steward Partners Investment Advisory, LLC 0.06% Add +1.5% 213,590 $11.5M
North Dakota State Investment Board 0.42% — 212,002 $11.4M
Prime Capital Investment Advisors, LLC 0.14% Add +2.5% 209,508 $11.3M
Mendota Financial Group, LLC 8.18% Add +5.8% 208,600 $11.2M
Carl P. Sherr & Co., LLC 4.87% Add +2.4% 202,204 $10.9M
TPG Financial Advisors, LLC 3.61% Add +12.8% 200,462 $10.8M
Jmac Enterprises LLC 2.06% Add +5.3% 200,452 $10.8M
WESPAC Advisors SoCal, LLC 2.14% Add +1.1% 197,040 $10.6M
Mittelman Wealth Management 6.87% Add +1.7% 196,233 $10.6M
NorthRock Partners, LLC 0.17% Add +29.0% 190,872 $10.3M
Alongside, LLC 3.41% — 190,826 $10.3M
Semitam Bonam LLC 8.53% Add +4.5% 190,211 $10.2M
AMJ Financial Wealth Management 2.42% Add +1.9% 187,367 $10.1M
Naples Global Advisors, LLC 0.74% Add +65.6% 183,562 $9.9M
LaSalle St. Investment Advisors, LLC 1.57% Reduce -0.9% 181,177 $9.8M
Highline Wealth Partners LLC 2.71% Add +44.1% 179,112 $9.7M
Freestate Advisors LLC 7.82% Add +1.6% 178,594 $9.6M
Cambridge Investment Research Advisors, Inc. 0.02% Add +29.5% 174,066 $9.4M
First American Trust, FSB 0.64% Add +10.1% 172,902 $9.3M
Theory Financial LLC 3.09% Reduce -5.1% 170,072 $9.2M
NorthCoast Asset Management LLC 0.20% Reduce -81.9% 170,442 $9.2M
Burns Matteson Capital Management, LLC 3.62% Add +60.6% 167,275 $9.0M
Rebalance, LLC 0.52% Add +1.9% 165,190 $8.9M
DAVENPORT & Co LLC 0.05% Add +3.7% 162,274 $8.7M
Goldstone Financial Group, LLC 0.94% Add +3.6% 157,173 $8.5M
Asio Capital, LLC 1.18% Add +2.9% 155,334 $8.4M
Private Advisor Group, LLC 0.04% Reduce -6.2% 155,162 $8.4M
CoreCap Advisors, LLC 0.29% Add +63.6% 153,201 $8.3M
Aspen Investment Management Inc 2.45% Add +4.0% 150,454 $8.1M
National Bank of Canada 0.01% Reduce -49.9% 149,358 $8.0M
Leuthold Group, LLC 0.87% Reduce -2.6% 148,747 $8.0M
Betterment LLC 0.02% Add +17.6% 147,060 $7.9M
Oppenheimer & Co. Inc. 0.11% Add +4.0% 146,803 $7.9M
Phoenix Financial Ltd. 0.09% Reduce -24.8% 145,919 $7.9M
Capital Insight Partners, LLC 1.62% Reduce -13.6% 142,102 $7.7M
Creative Planning 0.01% Add +2.7% 141,152 $7.6M
Prasad Wealth Partners, LLC 2.01% Add +45.8% 139,838 $7.5M
Destination Wealth Management 0.19% Add +4.4% 135,886 $7.3M
Smith Salley Wealth Management 0.36% Add +2.1% 135,196 $7.3M
Stephens Inc. 0.09% Reduce -1.8% 135,154 $7.3M
Man Group plc 0.01% Add +27.0% 135,016 $7.3M
Onyx Bridge Wealth Group LLC 0.76% Add +447.3% 131,959 $7.1M
Darrow Company, Inc. 3.18% Add +7.0% 131,300 $7.1M
Invera Wealth Advisors, LLC 4.42% Add +4.0% 129,896 $7.0M
Kintra Wealth, LLC 0.97% New 129,251 $7.0M
New Millennium Group LLC 2.93% Add +6.5% 125,464 $6.8M
Hennion & Walsh Asset Management, Inc. 0.23% Add +4.5% 124,779 $6.7M
JB Capital LLC 0.27% Add +7.3% 122,084 $6.6M
Balance Wealth Partners LLC 2.06% Reduce -42.7% 119,283 $6.4M
Patriot Investment Management Group, Inc. 0.40% Add +9.1% 116,367 $6.3M
Winthrop Partners - WNY, LLC 3.31% — 113,924 $6.1M
Transatlantique Private Wealth LLC 1.92% Add +16.3% 113,408 $6.1M
Goelzer Investment Management, Inc. 0.28% Add +0.3% 112,636 $6.1M
One Wealth Map LLC 2.96% Add +3.8% 108,406 $5.8M
Kestra Advisory Services, LLC 0.02% Add +8.3% 108,101 $5.8M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.78% Add +8.8% 107,406 $5.8M
Checchi Capital Advisers, LLC 0.38% Reduce -0.8% 104,646 $5.6M
Farther Finance Advisors, LLC 0.06% Add +2.4% 103,629 $5.6M
City State Bank 1.49% Add +4.4% 100,985 $5.4M
Conning Inc. 0.19% No change 100,754 $5.4M
MV Capital Management, Inc. 0.52% Reduce -9.5% 100,655 $5.4M
Waverly Advisors, LLC 0.04% Add +0.1% 99,946 $5.4M
Knightsbridge Asset Management, LLC 0.85% Add +10.7% 97,660 $5.3M
Shelter Mutual Insurance Co 1.17% No change 97,200 $5.2M
Bartlett & Co. Wealth Management LLC 0.07% Reduce -20.9% 94,854 $5.1M
HM Payson & Co. 0.07% No change 94,511 $5.1M
Natixis Advisors, LLC 0.01% Add +3.1% 93,534 $5.0M
CIBC Private Wealth Group LLC 0.01% Reduce -4.2% 93,535 $5.0M
Manhattan West Asset Management, LLC 1.02% Add +22.6% 92,931 $5.0M
CVS HEALTH Corp 3.69% New 92,750 $5.0M
LFA - Lugano Financial Advisors SA 2.54% Add +2.6% 91,298 $4.9M
Thryve Wealth Management LLC 2.39% — 89,565 $4.8M
Veridan Wealth LLC 1.61% Add +2.1% 88,687 $4.8M
FDx Advisors, Inc. 2.39% Add +1.9% 86,984 $4.7M
Becker Capital Management Inc. 0.13% Add +15.1% 85,981 $4.6M
1832 Asset Management L.P. 0.01% New 85,077 $4.6M
Independent Financial Group, LLC 0.10% Reduce -0.3% 84,627 $4.6M
Ticino Wealth 1.67% — 83,401 $4.5M
Herold Advisors, Inc. 0.99% Add +70.3% 82,294 $4.4M
Retirement Financial Solutions, LLC 1.28% Add +7.5% 81,462 $4.4M
Vise Technologies, Inc. 0.09% Add +18.0% 81,096 $4.4M
Kingsview Wealth Management, LLC 0.06% Add +1.8% 79,976 $4.3M
SageView Advisory Group, LLC 0.15% Add +0.4% 79,764 $4.3M
Agate Pass Investment Management, LLC 1.59% Add +10.3% 79,623 $4.3M
Per Stirling Capital Management, LLC. 0.48% Add +5.7% 79,383 $4.3M
Smartleaf Asset Management LLC 0.16% Add +3.1% 78,974 $4.3M
Van Hulzen Asset Management, LLC 0.31% Reduce -3.3% 79,019 $4.3M
Peoples Bank 2.58% Reduce -3.6% 77,133 $4.2M
Illumine Investment Management, LLC 3.00% Add +8.5% 76,435 $4.1M
Stratos Investment Management, LLC 0.17% Add +0.7% 76,412 $4.1M
Consilio Wealth Advisors, LLC 1.20% Add +1897.7% 76,312 $4.1M
Breakwater Capital Group 0.57% Reduce -0.9% 76,136 $4.1M
James Investment Research, Inc. 0.45% Reduce -2.0% 75,748 $4.1M
Oppenheimer Asset Management Inc. 0.05% Reduce -8.8% 75,059 $4.0M
Wealthstar Advisors, LLC 2.17% Reduce -5.0% 73,857 $4.0M
Park Avenue Securities LLC 0.03% Add +94.3% 72,387 $3.9M
Banco Santander, S.A. 0.03% Reduce -7.7% 71,598 $3.9M
Maia Wealth LLC 0.65% Add +84.9% 70,579 $3.8M
Meritage Portfolio Management 0.25% Add +2.3% 70,924 $3.8M
Blue Trust, Inc. 0.04% Add +1.6% 70,854 $3.8M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +6.2% 70,414 $3.8M
Chesley Taft & Associates LLC 0.15% Add +4.3% 69,586 $3.7M
Procyon Advisors, LLC 0.18% Reduce -0.9% 68,933 $3.7M
SWS Partners 0.88% Add +1.1% 67,871 $3.7M
Forte Asset Management LLC 1.65% Add +3.9% 67,585 $3.6M
Center For Asset Management LLC 1.87% Reduce -11.2% 66,443 $3.6M
DMC Group, LLC 2.38% Add +1.8% 66,121 $3.6M
Fiduciary Alliance LLC 0.23% Add +8.8% 64,590 $3.5M
HSBC Holdings PLC 0.00% Add +554.0% 64,305 $3.5M
Financial Management, Inc. 3.16% — 61,724 $3.3M
RiverFront Investment Group, LLC 0.05% No change 59,062 $3.2M
SCS Capital Management LLC 0.03% No change 58,930 $3.2M
Advisory Research Inc. 0.39% No change 57,761 $3.1M
Captrust Financial Advisors 0.01% Reduce -9.7% 57,176 $3.1M
Ackerman Capital Advisors, LLC 0.60% Reduce -3.3% 55,371 $3.0M
Great Diamond Partners, LLC 0.56% Add +2.2% 53,764 $2.9M
Fisher Asset Management 0.00% Reduce -2.4% 53,079 $2.9M
Revisor Wealth Management LLC 0.76% Reduce -3.3% 52,697 $2.8M
Private Wealth Management Group, LLC 0.76% Add +0.8% 52,737 $2.8M
Kensington Asset Management, LLC 0.15% Add +24.1% 52,464 $2.8M
AMG National Trust Bank 0.07% Reduce -3.4% 52,525 $2.8M
Mercer Global Advisors Inc. 0.00% Add +90.4% 52,362 $2.8M
UMB Bank, n.a. 0.04% Reduce -13.8% 51,924 $2.8M
Hilltop Holdings Inc. 0.17% Add +22.1% 51,116 $2.8M
Tranquilli Financial Advisor LLC 1.60% Reduce -1.6% 51,030 $2.7M
Courage Miller Partners, LLC 0.82% Add +1.9% 50,773 $2.7M
Concurrent Investment Advisors, LLC 0.03% Add +15.0% 49,452 $2.7M
Kingswood Wealth Advisors, LLC 0.13% Add +6.0% 49,438 $2.7M
Ballentine Partners, LLC 0.04% Add +4.0% 48,315 $2.6M
Pilgrim Partners Asia Pte Ltd 1.25% No change 48,115 $2.6M
Parsons Capital Management Inc. 0.14% Add +37.7% 47,208 $2.5M
Davis R M Inc. 0.04% Reduce -4.0% 46,855 $2.5M
Arkadios Wealth Advisors 0.05% Reduce -31.7% 46,273 $2.5M
Absolute Capital Management, LLC 0.88% Add +36.0% 44,703 $2.4M
TAGStone Capital, Inc. 0.89% Reduce -2.1% 44,272 $2.4M
Forza Wealth Management, LLC 0.86% No change 44,000 $2.4M
Busey Bank 0.06% Reduce -0.1% 43,691 $2.4M
Bigelow Investment Advisors, LLC 0.88% Add +4.6% 41,982 $2.3M
Dynamic Advisor Solutions LLC 0.07% Add +8.7% 41,811 $2.3M
Phillips Financial Management, LLC 0.15% Reduce -4.7% 41,786 $2.3M
Sanctuary Advisors, LLC 0.01% Add +7.1% 41,315 $2.2M
Optima Capital LLC 0.96% New 41,219 $2.2M
Eagle Global Advisors LLC 0.08% Add +8.3% 40,735 $2.2M
IHT Wealth Management, LLC 0.05% Reduce -0.7% 39,938 $2.2M
Brown Financial Advisors 0.79% Add +0.3% 39,845 $2.1M
Capital Investment Counsel, LLC 0.30% Add +11.5% 39,760 $2.1M
Israel Discount Bank of New York 5.83% Reduce -9.0% 39,755 $2.1M
Bridgewater Advisors Inc. 0.14% No change 39,348 $2.1M
Mgo One Seven LLC 0.04% Add +30.1% 38,916 $2.1M
Squire Investment Management Company, LLC 0.63% Add +25.1% 38,868 $2.1M
Flputnam Investment Management Co. 0.03% Reduce -11.3% 38,147 $2.1M
EP Wealth Advisors, LLC 0.01% — 37,353 $2.0M
RFG Advisory, LLC 0.04% Reduce -52.9% 36,812 $2.0M
Montecito Bank & Trust 0.32% Reduce -6.1% 36,735 $2.0M
Strategic Investment Advisors / MI 0.17% Add +8134.3% 35,737 $1.9M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -35.6% 35,133 $1.9M
PW Advisors, LLC \ FL 1.52% — 35,119 $1.9M
Archvest Wealth Advisors, Inc. 1.21% Add +9.5% 35,094 $1.9M
Corient Private Wealth LP 0.00% Add +28.2% 34,962 $1.9M
Composition Wealth, LLC 0.03% Add +0.3% 34,795 $1.9M
TFB Advisors LLC 0.51% Reduce -0.3% 33,977 $1.8M
JT Stratford LLC 0.24% Add +312.7% 33,837 $1.8M
Calamos Wealth Management LLC 0.06% No change 32,929 $1.8M
Eagle Wealth Advisors LLC 1.50% — 32,690 $1.8M
Pinnacle Family Advisors, LLC 0.76% Reduce -1.1% 31,979 $1.7M
Capital Analysts, LLC 0.05% Add +1.8% 31,749 $1.7M
Charles Schwab Trust Co 0.11% Reduce -0.1% 31,655 $1.7M
Market Street Wealth Management Advisors LLC 0.26% Reduce -11.6% 31,613 $1.7M
Cumberland Partners Ltd 0.10% Add +2.1% 31,458 $1.7M
AmeriServ Wealth Advisors 0.98% Reduce -45.8% 31,361 $1.7M
Royal Fund Management, LLC 0.15% Add +270.7% 31,265 $1.7M
Advisory Services Network, LLC 0.02% Add +1.4% 30,924 $1.7M
Benjamin Edwards Inc. 0.02% Reduce -2.9% 30,589 $1.6M
Wealth Enhancement Trust Services, Inc. 0.21% — 30,284 $1.6M
WESPAC Advisors, LLC 0.88% Reduce -6.7% 30,025 $1.6M
Barclays PLC 0.00% Reduce -15.5% 29,677 $1.6M
Founders Financial Securities LLC 0.09% Add +21.3% 28,951 $1.6M
Whittier Trust Co. 0.02% No change 28,757 $1.6M
Great Valley Advisor Group, Inc. 0.03% Add +54.3% 28,662 $1.5M
&partners 0.01% Add +14.3% 26,093 $1.5M
HRT Financial LP 0.00% New 28,113 $1.5M
YHB Investment Advisors, Inc. 0.10% Add +29.7% 27,414 $1.5M
ETF Portfolio Partners, Inc. 0.38% No change 27,384 $1.5M
Steinberganna Wealth Management 0.68% Reduce -0.5% 26,841 $1.4M
Western Wealth Management, LLC 0.07% Add +289.3% 26,505 $1.4M
Global Retirement Partners, LLC 0.03% Add +43.1% 26,467 $1.4M
Crux Wealth Advisors 0.52% Reduce -14.7% 25,895 $1.4M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -9.8% 25,661 $1.4M
Holistic Financial Partners 0.50% Add +3.7% 25,366 $1.4M
Union Bancaire Privee, UBP SA 0.02% Reduce -7.7% 25,276 $1.4M
Allworth Financial LP 0.01% Add +5.5% 25,309 $1.4M
Fire Capital Management LLC 0.67% New 25,061 $1.4M
Interactive Financial Advisors, Inc. 0.87% Reduce -29.5% 24,993 $1.3M
Prospera Financial Services Inc 0.02% Add +8.1% 24,583 $1.3M
Boltwood Capital Management 0.34% Add +2.7% 24,538 $1.3M
PKS Advisory Services, LLC 0.30% Add +44.8% 24,512 $1.3M
Enclave Advisors LLC 0.19% Reduce -4.6% 24,471 $1.3M
F/m Investments LLC 0.05% Add +1.5% 24,416 $1.3M
Diversified Portfolios, Inc. 0.11% Add +1.6% 24,015 $1.3M
Texas Bank & Trust Co 0.45% Add +0.4% 23,154 $1.2M
Fidelis Capital Partners, LLC 0.09% New 23,139 $1.2M
Valtrion Capital Management, LLC 1.23% Add +10.0% 22,848 $1.2M
First International Bank of Israel Ltd. 0.58% Add +0.9% 22,669 $1.2M
Planwiser Financial, LLC 0.90% Reduce -76.0% 22,380 $1.2M
Cary Street Partners Financial LLC 0.03% Add +19.4% 22,332 $1.2M
Voya Financial Advisors, Inc. 0.12% Reduce -1.1% 22,163 $1.2M
Migdal Insurance & Financial Holdings Ltd. 0.01% No change 22,229 $1.2M
IFP Advisors, Inc 0.03% Add +36.7% 21,952 $1.2M
Sax Wealth Advisors, LLC 0.05% New 21,477 $1.2M
Diversify Advisory Services, LLC 0.04% Reduce -13.6% 21,294 $1.1M
Manchester Capital Management LLC 0.15% New 20,851 $1.1M
Paladin Wealth, LLC 0.76% Add +1.7% 20,634 $1.1M
Grey Ledge Advisors, LLC 0.25% Add +0.6% 20,631 $1.1M
Winter & Associates, Inc. 1.02% — 20,477 $1.1M
United Advisor Group, LLC 0.14% Reduce -21.4% 20,453 $1.1M
Hengehold Capital Management LLC 0.09% Add +9.8% 20,435 $1.1M
Asset One Wealth Management LLC 0.15% — 19,855 $1.1M
Mission Wealth Management, LP 0.02% New 19,693 $1.1M
Horizon Investment Services, LLC 0.38% Add +10.9% 19,572 $1.1M
Tilia Fiduciary Partners, Inc. 0.58% Reduce -4.7% 19,551 $1.1M
SWP Financial LLC 0.52% Add +3.8% 19,206 $1.0M
JPL Wealth Management, LLC 0.25% Add +39.9% 19,018 $1.0M
Lazard Asset Management LLC 0.00% No change 18,900 $1.0M
Atria Investments, Inc 0.01% Reduce -20.1% 18,562 $1.0M
Tiemann Investment Advisors, LLC 0.38% No change 18,285 $985K
Vista Investment Partners Ii, LLC 0.41% Add +5.6% 17,777 $958K
Wescott Financial Advisory Group, LLC 0.08% Add +0.2% 17,734 $955K
Hexagon Capital Partners LLC 0.18% Reduce -14.2% 17,676 $952K
Payne Capital LLC 0.96% Add +0.0% 17,486 $942K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -3.1% 17,380 $936K
Vicus Capital 0.07% Reduce -0.8% 17,367 $936K
Calamos Advisors LLC 0.01% Add +13.6% 16,725 $901K
Simon Quick Advisors, LLC 0.04% Reduce -1.7% 16,685 $899K
Ameritas Advisory Services, LLC 0.03% Add +622.6% 16,569 $893K
Panoramic Capital Partners, LLC 0.54% Reduce -0.5% 16,435 $886K
J.W. Cole Advisors, Inc. 0.02% Reduce -34.9% 23,981 $880K
4J Wealth Management LLC 0.50% Reduce -2.8% 16,286 $878K
Mitchell Sinkler & Starr 0.39% No change 16,071 $866K
North Dallas Bank & Trust Co. 0.56% — 16,025 $863K
Paces Ferry Wealth Advisors, LLC 0.34% Add +17.4% 15,606 $841K
Ameritas Investment Partners, Inc. 0.03% Reduce -3.1% 15,289 $824K
Hobbs Group Advisors, LLC 0.25% Add +0.1% 15,275 $823K
Bangor Savings Bank 0.07% Add +55.2% 15,227 $820K
J. Mark Nickell & Co. 0.75% — 15,126 $815K
Pinnacle Financial Partners, Inc. 0.01% — 15,111 $814K
Waystone Advisors LLC 0.69% — 14,981 $807K
Brucke Financial, Inc. 0.44% Reduce -1.0% 14,859 $801K
Peddock Capital Advisors, LLC 0.17% Reduce -21.9% 14,850 $800K
Act Wealth Management, LLC 0.26% No change 14,815 $798K
Mattson Financial Services, LLC 0.19% Add +0.3% 14,771 $796K
Allianz SE 0.01% New 14,597 $786K
Wedbush Securities Inc. 0.02% Add +2.3% 14,596 $786K
Kestra Private Wealth Services, LLC 0.01% Add +5.8% 14,373 $774K
Duncker Streett & Co. Inc. 0.14% No change 14,127 $761K
Regal Investment Advisors LLC 0.05% Add +100.2% 14,055 $757K
Prossimo Advisors, LLC 4.80% Add +0.3% 13,845 $746K
New Republic Capital, LLC 0.20% New 13,737 $740K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Add +6.5% 13,451 $725K
Miller Capital Partners, Inc. 0.37% — 13,400 $722K
Hudson Portfolio Management LLC 0.61% No change 13,090 $705K
PW Nova Financial Services LLC 0.26% — 12,822 $691K
Brookstone Capital Management 0.01% Reduce -13.3% 12,757 $687K
Choreo, LLC 0.01% Reduce -28.9% 12,682 $685K
Bourgeon Capital Management LLC 0.11% Add +0.7% 12,300 $663K
Hoxton Planning & Management, LLC 0.20% Reduce -0.6% 12,232 $659K
SHP Wealth Management 0.05% — 12,190 $657K
Legacy Capital Group California, Inc. 0.16% Reduce -36.8% 12,164 $655K
Independent Advisor Alliance 0.02% Reduce -0.5% 11,995 $646K
GFI Investment Counsel Ltd. 0.07% No change 11,984 $646K
Vaughan Nelson Investment Management, L.P. 0.01% No change 11,855 $639K
Fortis Capital Management LLC 0.08% Add +1.6% 11,758 $634K
Boyd Watterson Asset Management LLC 0.18% Reduce -7.9% 11,722 $632K
Integrated Wealth Concepts LLC 0.01% Add +11.1% 11,546 $622K
EFG International AG 0.01% — 11,490 $619K
Axxcess Wealth Management, LLC 0.01% Add +14.9% 11,466 $618K
Courier Capital LLC 0.03% Add +0.2% 11,360 $612K
Stevens Capital Partners 0.16% New 11,226 $605K
Verdence Capital Advisors LLC 0.03% Add +14.8% 10,879 $586K
NTV Asset Management LLC 0.06% Reduce -2.5% 10,860 $585K
Merited Wealth, LLC 0.54% — 10,831 $584K
Perigon Wealth Management, LLC 0.01% Reduce -20.3% 10,742 $579K
Savvy Advisors, Inc. 0.02% Add +131.6% 10,727 $578K
Sage Advisors, LLC 0.38% New 10,716 $577K
Keel Point, LLC 0.03% Add +4.0% 10,591 $571K
Meridian Wealth Management, LLC 0.02% Reduce -52.7% 10,514 $567K
Lineweaver Wealth Advisors, LLC 0.08% Add +0.3% 10,447 $563K
Bingham Private Wealth, LLC 0.49% — 10,438 $562K
FOCUS Wealth Advisors, LLC 0.26% No change 10,434 $562K
Simmons Bank 0.04% Reduce -1.9% 10,406 $561K
Resurgent Financial Advisors LLC 0.28% Add +10.2% 10,296 $555K
Florida Trust Wealth Management Co 0.02% Add +28.0% 10,246 $552K
Ascent Group, LLC 0.02% Reduce -16.8% 10,192 $549K
Equitable Holdings, Inc. 0.00% Reduce -54.9% 10,029 $540K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -0.3% 10,009 $539K
Cullen/Frost Bankers, Inc. 0.01% New 10,000 $539K
Private Trust Co. NA 0.05% Add +49.8% 9,984 $538K
Equita Financial Network, Inc. 0.16% Reduce -2.4% 9,876 $532K
Lanark Financial, Inc. 0.04% Reduce -6.7% 9,825 $529K
Meridian Financial Advisors, LLC 0.29% Add +17.8% 9,777 $527K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -1.2% 9,729 $524K
Walleye Partners, LLC 0.58% — 9,728 $524K
AdvisorNet Financial, Inc 0.03% Reduce -1.8% 9,609 $518K
KPP Advisory Services LLC 0.08% Add +8.4% 9,592 $517K
Apollon Wealth Management, LLC 0.01% Reduce -17.0% 9,556 $515K
First Horizon Corp. 0.02% Reduce -6.5% 9,427 $508K
Commerce Bank 0.00% Add +40.5% 9,382 $506K
Bellecapital International Ltd. 0.09% No change 9,336 $503K
Axis Wealth Partners, LLC 0.28% Reduce -29.5% 9,289 $501K
Precision Wealth Strategies, LLC 0.16% Reduce -18.7% 9,279 $500K
Wealth Advisory Solutions, LLC 0.12% Reduce -5.5% 9,162 $494K
Orion Porfolio Solutions, LLC 0.00% Add +30.4% 9,102 $490K
Lantern Wealth Advisors, LLC 0.26% Add +13.5% 8,919 $481K
Hilltop Partners LLC 0.12% Reduce -2.5% 8,891 $479K
Adams Wealth Management 0.10% Reduce -30.6% 8,834 $476K
CacheTech Inc. 0.09% Reduce -30.6% 8,834 $476K
Omega Financial Group, LLC 0.16% No change 8,829 $476K
Channel Wealth LLC 0.12% No change 8,829 $476K
Transcendent Capital Group LLC 0.21% Add +0.2% 8,797 $474K
Trivium Point Advisory, LLC 0.05% Reduce -14.6% 8,784 $473K
Stokes Family Office, LLC 0.04% No change 8,663 $467K
CWA Asset Management Group, LLC 0.02% Reduce -5.2% 8,636 $465K
Stratos Wealth Partners, LTD. 0.01% Reduce -0.9% 8,634 $465K
Vantage Financial Partners, LLC 0.09% Reduce -9.6% 8,555 $461K
Mma Asset Management LLC 0.16% Add +1993.3% 8,499 $458K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -16.0% 8,452 $456K
Sawgrass Asset Management LLC 0.06% Reduce -1.2% 8,379 $451K
Avior Wealth Management, LLC 0.01% Reduce -3.6% 8,168 $440K
Sagespring Wealth Partners, LLC 0.01% Reduce -9.2% 8,159 $440K
Sowell Financial Services LLC 0.02% Add +13.1% 8,094 $436K
Quotient Wealth Partners, LLC 0.01% Reduce -6.3% 8,019 $432K
Peoples Bank 0.43% No change 8,000 $431K
Ceeto Capital Group, LLC 0.13% No change 8,000 $431K
Beacon Pointe Advisors, LLC 0.00% New 7,747 $417K
Ancora Advisors LLC 0.01% Reduce -2.8% 7,689 $414K
Exchange Bank 0.29% No change 7,672 $413K
Freedom Investment Management, Inc. 0.12% Add +1.5% 7,665 $413K
Ausdal Financial Partners, Inc. 0.02% Add +42.2% 7,654 $412K
Evolution Wealth Advisors, LLC 0.04% Add +0.0% 7,619 $411K
Sandhill Capital Partners LLC 0.03% Add +9.1% 7,407 $399K
Wynn Capital, LLC 0.19% No change 7,400 $399K
Clearstead Advisors, LLC 0.01% No change 7,367 $397K
Argent Trust Co 0.01% No change 7,149 $385K
Transcend Capital Advisors, LLC 0.03% New 7,146 $385K
Destiny Capital Corp 0.20% Reduce -25.3% 7,052 $380K
PFG Investments, LLC 0.02% Add +6.8% 6,872 $370K
Savant Capital, LLC 0.00% Reduce -21.7% 6,831 $368K
Cape Cod Five Cents Savings Bank 0.03% No change 6,829 $367K
FC Advisory LLC 0.11% Add +1.2% 6,796 $366K
Tiaa Trust, National Association 0.00% Reduce -18.5% 6,611 $356K
Kelly Financial Services LLC 0.09% New 6,601 $356K
McAdam, LLC 0.02% New 6,567 $354K
A4 Wealth Advisors LLC 0.30% Reduce -30.3% 6,533 $352K
BSW Wealth Partners 0.04% No change 6,500 $350K
Paragon Capital Management Ltd 0.07% Reduce -5.9% 6,485 $349K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -1.3% 6,345 $342K
NBT Bank, N.A. 0.02% No change 6,322 $341K
PFG Advisors 0.02% New 6,315 $340K
Heartwood Wealth Advisors LLC 0.03% No change 6,172 $333K
Hofer & Associates. Inc 0.18% Reduce -1.6% 6,155 $332K
Wealthcare Advisory Partners LLC 0.01% Add +2.0% 6,115 $329K
Merit Financial Group, LLC 0.00% Add +3.1% 6,082 $328K
Heck Capital Advisors, LLC 0.02% New 6,026 $325K
Sheets Smith Wealth Management 0.04% Add +1.7% 6,000 $323K
Obermeyer Wealth Partners 0.01% No change 5,960 $321K
TCTC Holdings, LLC 0.01% Reduce -3.1% 5,887 $317K
Csenge Advisory Group 0.01% New 5,878 $317K
SIMA Wealth Partners, LLC 0.24% Add +1.0% 5,825 $314K
Pettyjohn, Wood & White, Inc. 0.05% Add +0.4% 5,825 $314K
Integrity Alliance, Llc. 0.01% Reduce -95.1% 5,814 $313K
Harbour Investments, Inc. 0.01% Add +8.0% 5,762 $310K
Inman Jager Wealth Management, LLC 0.19% Add +2.4% 5,712 $308K
Sunbelt Securities, Inc. 0.02% Reduce -0.5% 5,665 $305K
Heritage Investors Management Corp. 0.01% Add +24.2% 5,650 $304K
Quantinno Capital Management LP 0.00% Reduce -6.7% 5,627 $303K
AE Wealth Management LLC 0.00% Add +16.8% 5,537 $298K
Seaside Wealth Management, Inc. 0.08% Add +0.3% 5,470 $295K
Perryman Financial Advisory Inc. 0.04% — 5,457 $294K
Verus Capital Partners, LLC 0.02% Reduce -0.6% 5,454 $294K
Leavell Investment Management, Inc. 0.01% No change 5,410 $291K
Genesis Wealth Advisors, LLC 0.20% No change 5,373 $289K
Accurate Wealth Management, LLC 0.04% Reduce -3.0% 5,307 $286K
Regions Financial Corp. 0.00% Reduce -5.4% 5,279 $284K
OneDigital Investment Advisors LLC 0.00% Reduce -31.7% 5,261 $283K
Rossby Financial, LCC 0.09% Add +5.8% 5,227 $282K
Flagstar Securities, Inc. 0.09% Add +1.1% 5,203 $280K
First National Bank of Omaha 0.01% New 5,171 $279K
First Heartland Consultants, Inc. 0.02% Add +9.3% 5,121 $276K
Evanson Asset Management, LLC 0.01% No change 5,016 $270K
Lee Financial Co 0.04% No change 4,950 $267K
Spire Wealth Management 0.01% Add +20.1% 4,939 $266K
Beacon Bank & Trust 0.05% No change 4,867 $262K
Equitable Trust Co. 0.01% Add +9.0% 4,823 $260K
Kovack Advisors, Inc. 0.01% Add +18.6% 4,737 $255K
Summit Financial, LLC 0.00% Reduce -27.7% 4,732 $255K
Apriem Advisors 0.02% Add +2.3% 4,722 $254K
Apella Capital, LLC 0.01% No change 4,715 $254K
City National Bank of Florida 0.16% No change 4,679 $252K
Augustine Asset Management Inc. 0.05% New 4,650 $251K
Meridian Management Co. 0.06% Reduce -5.7% 4,649 $250K
Crumly & Associates Inc. 0.05% No change 4,625 $249K
Sage Advisory Services, Ltd.Co. 0.13% Reduce -64.4% 4,576 $247K
Geneos Wealth Management Inc. 0.01% Reduce -7.9% 4,584 $247K
Prostatis Group LLC 0.06% Add +1.5% 4,537 $244K
Pathstone Holdings, LLC 0.00% No change 4,502 $243K
New World Advisors LLC 0.04% Add +1.6% 4,491 $242K
Pinion Investment Advisors, LLC 0.06% New 4,479 $241K
Cibc World Market Inc. 0.00% New 4,414 $238K
Promethium Advisors,llc 0.13% No change 4,403 $237K
Expressive Wealth LLC 0.26% — 4,384 $236K
Y.D. More Investments Ltd 0.01% No change 4,300 $232K
Union Savings Bank 0.10% — 4,269 $230K
Ledyard National Bank 0.02% No change 4,259 $229K
Farrell Financial LLC 0.13% Add +1.6% 4,231 $228K
Vista Investment Management 0.08% No change 4,222 $227K
XML Financial, LLC 0.02% New 4,198 $226K
Balefire, LLC 0.04% Add +9.6% 4,193 $226K
Woodward Diversified Capital, LLC 0.10% Reduce -5.3% 4,192 $226K
Trilogy Capital Inc. 0.01% No change 4,183 $225K
Gradient Capital Advisors, LLC 0.06% No change 4,141 $223K
Braun-Bostich & Associates Inc. 0.14% Reduce -0.6% 4,129 $222K
Fort Washington Investment Advisors Inc. 0.00% No change 4,105 $221K
Sequoia Financial Advisors, LLC 0.00% Reduce -47.8% 4,086 $220K
OneAscent Financial Services LLC 0.02% New 4,085 $220K
Lutz Financial Services LLC 0.01% No change 4,007 $216K
Principal Securities, Inc. 0.00% Add +38.1% 4,003 $216K
Haverford Financial Services, Inc. 0.06% Add +5.0% 3,992 $215K
Snowden Capital Advisors LLC 0.01% Reduce -4.6% 3,962 $213K
M&T Bank Corp 0.00% Reduce -10.3% 3,915 $211K
Maridea Wealth Management LLC 0.03% Add +5.2% 3,894 $210K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -5.6% 3,888 $209K
Tme Financial, Inc. 0.15% Reduce -7.5% 3,845 $207K
Parallel Advisors, LLC 0.00% Add +0.2% 3,841 $207K
Parkside Financial Bank & Trust 0.02% Reduce -34.3% 3,780 $204K
Triad Wealth Partners, LLC 0.02% Add +1.6% 3,766 $203K
Panoramic Investment Advisors, LLC 0.11% Reduce -7.8% 3,756 $202K
Centurion Wealth Management LLC 0.04% No change 3,728 $201K
Running Point Capital Advisors, LLC 0.05% Reduce -0.3% 3,689 $199K
Atlantic Union Bankshares Corp 0.00% No change 3,655 $197K
Webster Bank, N. A. 0.02% No change 3,526 $190K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Reduce -1.4% 3,478 $187K
Paladin Advisory Group, LLC 0.14% No change 3,468 $187K
AlphaCore Capital LLC 0.00% Add +1.6% 3,359 $181K
Financial Consulate, Inc. 0.02% Add +1133.0% 3,329 $179K
TD Capital Management LLC 0.02% Add +1.1% 3,311 $178K
EverSource Wealth Advisors, LLC 0.01% Reduce -0.6% 3,255 $175K
CNB Bank 0.07% Reduce -0.8% 3,185 $172K
Ameriflex Group, Inc. 0.09% Reduce -50.2% 3,178 $171K
Albion Financial Group 0.01% No change 2,817 $152K
International Assets Investment Management, LLC 0.01% New 2,712 $146K
Morton Brown Family Wealth, LLC 0.04% No change 2,486 $134K
Eastern Bank 0.00% Add +76.4% 2,455 $132K
Blair William & Co. 0.00% Reduce -22.1% 2,441 $132K
Hanson & Doremus Investment Management 0.02% Add +2.1% 2,424 $131K
Piscataqua Savings Bank 0.08% New 2,225 $120K
Capital Investment Advisory Services, LLC 0.01% Reduce -41.8% 2,166 $117K
General Partner, Inc. 0.07% Add +17.3% 2,165 $117K
Biltmore Family Office, LLC 0.01% New 2,000 $108K
Beacon Capital Management, Inc. 0.01% Add +304.4% 1,913 $103K
Wilmington Savings Fund Society, FSB 0.00% Add +84.9% 1,849 $100K
Realta Investment Advisors 0.03% Add +58.0% 1,789 $96K
Park Place Capital Corp 0.02% Reduce -87.5% 1,772 $95K
Beaird Harris Wealth Management, LLC 0.01% Reduce -3.3% 1,761 $95K
Root Financial Partners, LLC 0.00% Reduce -14.3% 1,751 $94K
CENTRAL TRUST Co 0.00% No change 1,715 $92K
Vermillion & White Wealth Management Group, LLC 0.05% Add +144.9% 1,690 $91K
Nalls Sherbakoff Group, LLC 0.06% No change 1,650 $89K
Signature Resources Capital Management, LLC 0.04% No change 1,614 $87K
Glen Eagle Advisors, LLC 0.01% Add +54.1% 1,612 $87K
Sachetta, LLC 0.04% Reduce -31.7% 1,475 $79K
Pinnacle Bancorp, Inc. 0.02% No change 1,470 $79K
Rialto Wealth Management, LLC 0.02% No change 1,432 $77K
Pacific Center for Financial Services 0.02% No change 1,404 $76K
Arax Advisory Partners 0.00% New 1,386 $75K
TD Waterhouse Canada Inc. 0.00% New 1,375 $74K
Cherry Tree Wealth Management, LLC 0.01% New 1,306 $70K
CVA Family Office, LLC 0.01% No change 1,196 $64K
Private Wealth Asset Management, LLC 0.01% No change 1,169 $63K
Motiv8 Investments LLC 0.03% New 1,060 $57K
Aptus Capital Advisors, LLC 0.00% Reduce -21.2% 1,017 $55K
Birchwood Financial Partners, Inc. 0.05% — 1,000 $54K
MassMutual Private Wealth & Trust, FSB 0.00% Add +137.9% 904 $49K
Cornerstone Planning Group LLC 0.01% No change 897 $48K
IFC & Insurance Marketing, Inc. 0.04% — 832 $45K
Key Financial Inc 0.01% Reduce -27.3% 833 $45K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 800 $43K
Mechanics Financial Corp 0.02% No change 764 $41K
Rothschild Investment LLC 0.00% New 750 $40K
Indiana Trust & Investment Management Co 0.01% Reduce -77.3% 742 $40K
Silver Oak Securities, Incorporated 0.00% Add +11.4% 734 $40K
Glass Jacobson Investment Advisors llc 0.01% Add +1.6% 654 $35K
JCIC Asset Management Inc. 0.01% No change 620 $33K
O'shaughnessy Asset Management, LLC 0.00% No change 614 $33K
1620 Investment Advisors, Inc. 0.02% Add +11.8% 570 $31K
Cardiff Park Advisors, LLC 0.00% No change 570 $31K
Vermillion Wealth Management, Inc. 0.01% Add +1.6% 569 $31K
Creative Financial Designs Inc. 0.00% No change 543 $29K
Cape Investment Advisory, Inc. 0.01% New 526 $28K
Montag A & Associates Inc. 0.00% No change 515 $28K
WestEnd Advisors, LLC 0.00% Add +1.0% 511 $28K
Rossmore Private Capital 0.00% No change 500 $27K
Fifth Third Bancorp 0.00% No change 500 $27K
Kingdom Financial Group LLC. 0.01% New 483 $26K
Angeles Wealth Management, LLC 0.00% New 475 $26K
EPG Wealth Management LLC 0.01% Add +0.7% 447 $24K
Federation des caisses Desjardins du Quebec 0.00% No change 440 $24K
Flagship Harbor Advisors, LLC 0.00% New 436 $24K
Sound Income Strategies, LLC 0.00% Reduce -18.6% 432 $23K
Community Bank, N.A. 0.00% No change 428 $23K
Golden State Wealth Management, LLC 0.00% New 418 $23K
Crews Bank & Trust 0.00% No change 406 $22K
DHJJ Financial Advisors, Ltd. 0.01% No change 387 $21K
SBI Securities Co., Ltd. 0.00% Add +16.0% 370 $20K
SOA Wealth Advisors, LLC. 0.00% Add +1.5% 337 $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
WFA of San Diego, LLC 0.01% No change 300 $16K
Noble Wealth Management PBC 0.01% Reduce -22.1% 300 $16K
GeoWealth Management, LLC 0.00% Reduce -84.3% 283 $15K
Asset Dedication, LLC 0.00% No change 266 $14K
CX Institutional 0.00% Add +1.6% 262 $14K
Legacy Wealth Managment, LLC 0.01% Add +35.1% 258 $14K
Strategic Wealth Partners, Ltd. 0.00% Add +68.7% 248 $13K
Godfrey Financial Associates, Inc. 0.01% — 239 $13K
REAP Financial Group, LLC 0.00% Add +1.7% 235 $13K
Wagner Wealth Management, LLC 0.00% Add +1.8% 230 $12K
BankPlus Trust Department 0.00% No change 197 $11K
City Holding Co. 0.00% No change 170 $9K
Robinswood Financial LLC 0.00% No change 169 $9K
Westfuller Advisors, LLC 0.00% Add +1.2% 163 $9K
Nepc LLC 0.00% No change 160 $9K
SouthState Bank Corp 0.00% New 158 $9K
Medallion Wealth Advisors, LLC 0.00% No change 155 $8K
Hantz Financial Services, Inc. 0.00% No change 154 $8K
Viewpoint Capital Management LLC 0.00% No change 142 $8K
Raleigh Capital Management Inc. 0.00% Add +71.8% 134 $7K
Founders Financial Alliance, LLC 0.00% Reduce -78.7% 130 $7K
Investors Research Corp 0.00% No change 120 $6K
BNP Paribas Financial Markets 0.00% Reduce -99.9% 118 $6K
Barrett & Company, Inc. 0.00% No change 108 $6K
Costello Asset Management, INC 0.00% No change 100 $5K
Stephens Consulting, LLC 0.00% No change 96 $5K
Clearstead Trust, LLC 0.00% No change 90 $5K
Quaker Wealth Management, LLC 0.00% No change 89 $5K
BankChampaign, National Association 0.00% — 450 $5K
Trust Co. of Toledo NA 0.00% No change 87 $5K
Pinnacle Wealth Planning Services, Inc. 0.00% New 64 $3K
Evolution Wealth Management Inc. 0.00% Add +43.2% 63 $3K
Simplex Trading, LLC 0.00% Add +23.4% 58 $3K
Hazlett, Burt & Watson, Inc. 0.00% No change 48 $3K
Avion Wealth 0.00% No change 67 $3K
Capital Advisors, Ltd. LLC 0.00% New 55 $3K
Quest 10 Wealth Builders, Inc. 0.00% Reduce -3.6% 54 $3K
Portfolio Resources Advisor Group, Inc. 0.00% — 51 $3K
Archer Investment Corp 0.00% Reduce -61.9% 51 $3K
Proathlete Wealth Management LLC 0.00% Add +2.3% 44 $2K
Anfield Capital Management, LLC 0.00% No change 42 $2K
Tucker Asset Management LLC 0.00% New 35 $2K
Maseco LLP 0.00% New 34 $2K
Truvestments Capital LLC 0.00% New 31 $2K
Anchor Investment Management, LLC 0.00% Add +3.7% 28 $1K
Rosenberg Matthew Hamilton 0.00% No change 26 $1K
McGuire Capital Advisors Inc. 0.00% — 21 $1K
Keating Financial Advisory Services, Inc. 0.00% — 18 $993
FAS Wealth Partners, Inc. 0.00% No change 16 $863
Crewe Advisors LLC 0.00% No change 15 $809
Carolina Wealth Advisors, LLC 0.00% No change 11 $593
Larson Financial Group LLC 0.00% Reduce -98.6% 11 $593
Transamerica Financial Advisors, LLC 0.00% No change 8 $419
Richardson Financial Services Inc. 0.00% No change 4 $216
Cheviot Value Management, LLC 0.00% No change 2 $108
Russell Investments Group, Ltd. 0.00% New 2 $108
Kilter Group LLC 0.00% No change 2 $108

"% 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.