iShares 5-10Y Inv GradeIGIBETF
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $34.3M |
| Exits | 51 | $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.