iShares 5-10Y Inv GradeIGIBETF
13F holders, Q1 2026 (March 31)709holders +20
67new positions
45sold out
1famous investor
$53.21avg. 13F price*
At the end of Q1 2026, 709 institutions reported holding iShares 5-10Y Inv Grade Corp. (IGIB) in their 13F filings, up 20 from Q4 2025. 67 opened new positions and 45 sold out. The largest holders were Financial Engines Advisors L.L.C. ($3.4B), Charles Schwab Investment Management Inc. ($742.0M) and Northern Trust Corp. ($655.7M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $190.2M |
| Exits | 45 | $36.7M |
All 13F filers, Q4 2025 → Q1 2026: 20,102,667 shares bought and 14,717,143 shares sold, net +5,385,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 709 holders
| Financial Engines Advisors L.L.C. | 6.88% | Add +0.8% | 63,675,202 | $3.4B |
| Charles Schwab Investment Management Inc. | 0.11% | Add +13.0% | 13,942,612 | $742.0M |
| Northern Trust Corp. | 0.09% | Add +6.1% | 12,321,025 | $655.7M |
| Envestnet Asset Management Inc. | 0.12% | Add +36.7% | 8,366,041 | $445.2M |
| Assetmark, Inc. | 0.87% | Add +8.2% | 7,997,374 | $425.6M |
| Bank of America Corp. | 0.02% | Add +1.1% | 6,242,128 | $332.2M |
| Morgan Stanley | 0.02% | Reduce -1.6% | 6,112,857 | $325.3M |
| One Capital Management, LLC | 8.54% | Add +10.4% | 5,845,766 | $311.1M |
| Wells Fargo & Company | 0.05% | Add +2.0% | 5,028,190 | $267.6M |
| Allstate Corp. | 2.46% | Add +38.4% | 4,326,783 | $230.3M |
| UBS Group AG | 0.04% | Add +4.6% | 4,089,061 | $217.6M |
| Matson Money. Inc. | 5.97% | Add +5.9% | 3,662,800 | $194.7M |
| LPL Financial LLC | 0.05% | Add +15.0% | 3,637,273 | $193.6M |
| Ameriprise Financial Inc. | 0.04% | Reduce -11.0% | 3,496,098 | $185.7M |
| Raymond James Financial Inc. | 0.05% | Add +5.8% | 3,296,746 | $175.4M |
| FMR LLC | 0.01% | Reduce -9.3% | 3,251,621 | $173.1M |
| Royal Bank of Canada | 0.03% | Reduce -1.0% | 2,888,657 | $153.7M |
| TD Private Client Wealth LLC | 2.60% | Add +13.6% | 2,356,271 | $125.4M |
| Legal & General Group Plc | 0.03% | Reduce -55.3% | 2,234,173 | $118.3M |
| Acropolis Investment Management, LLC | 4.94% | Add +1.9% | 2,098,568 | $111.7M |
| Petersen Hastings Wealth Advisors Inc. | 9.60% | Add +4.2% | 1,968,481 | $104.8M |
| Franklin Resources Inc. | 0.03% | Add +3.7% | 1,930,392 | $102.7M |
| United Capital Financial Advisors, LLC | 0.61% | Reduce -1.1% | 1,865,467 | $99.1M |
| PNC Financial Services Group, Inc. | 0.06% | Add +2.0% | 1,844,238 | $98.2M |
| BlackRock, Inc. | 0.00% | Reduce -12.9% | 1,752,836 | $93.3M |
| Jones Financial Companies LLLP | 0.04% | Add +29.2% | 1,736,033 | $91.4M |
| Greenwood Gearhart LLC | 4.94% | Add +6.7% | 1,717,626 | $91.4M |
| Stifel Financial Corp. | 0.08% | Add +7.2% | 1,670,740 | $88.9M |
| Focus Partners Wealth | 0.10% | Add +163.3% | 1,637,526 | $87.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.8% | 1,611,396 | $85.8M |
| Charter Oak Capital Management, LLC | 6.60% | Add +4.7% | 1,599,851 | $85.1M |
| Haverford Trust Co | 0.72% | Add +6.8% | 1,466,937 | $78.1M |
| HighTower Advisors, LLC | 0.08% | Add +25.1% | 1,466,452 | $78.0M |
| US Bancorp \de | 0.08% | Add +8.5% | 1,293,603 | $68.8M |
| Truist Financial Corp. | 0.09% | Add +16.9% | 1,279,084 | $68.1M |
| Keybank National Association | 0.23% | Add +4.1% | 1,203,811 | $64.1M |
| Ally Invest Advisors Inc. | 4.05% | Add +8.3% | 1,129,499 | $60.1M |
| Cetera Investment Advisers | 0.06% | Add +3.8% | 1,118,184 | $59.5M |
| Dakota Wealth Management | 1.26% | Add +7.8% | 1,095,757 | $58.3M |
| MAI Capital Management | 0.33% | Add +10.6% | 1,085,709 | $57.8M |
| RMG Wealth Management LLC | 6.63% | New | 1,079,921 | $57.5M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Reduce -20.7% | 1,072,369 | $57.0M |
| Horizon Investments, LLC | 0.64% | Reduce -0.0% | 1,079,666 | $57.0M |
| Bank of New York Mellon Corp | 0.01% | Add +5.1% | 948,447 | $50.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.12% | Add +20.0% | 942,281 | $50.1M |
| Dodds Wealth, LLC | 11.62% | Add +6.0% | 889,218 | $47.3M |
| Mutual Advisors, LLC | 1.02% | Reduce -2.8% | 888,676 | $47.3M |
| Mfa Wealth Advisors, LLC | 9.29% | Add +11.3% | 887,369 | $47.2M |
| Cwm, LLC | 0.12% | Reduce -7.4% | 874,951 | $46.6M |
| Wealthspire Retirement, LLC | 2.76% | Add +17.2% | 863,357 | $45.9M |
| Flagstone Financial Management | 10.70% | Add +6.5% | 809,747 | $43.1M |
| Gradient Investments LLC | 0.63% | Add +5.1% | 758,240 | $40.4M |
| Bank of Montreal | 0.02% | Add +2.0% | 745,628 | $39.7M |
| Fiduciary Trust Co | 0.47% | Add +2.2% | 741,489 | $39.5M |
| Janney Montgomery Scott LLC | 0.10% | Reduce -5.7% | 731,611 | $38.9M |
| Mariner, LLC | 0.04% | Add +138.5% | 713,905 | $38.0M |
| Baird Financial Group, Inc. | 0.06% | Add +9.6% | 707,296 | $37.6M |
| Scarborough Advisors, LLC | 4.10% | New | 703,498 | $37.4M |
| State Farm Mutual Automobile Insurance Co. | 0.03% | No change | 680,000 | $36.2M |
| Thoma Capital Management LLC | 20.10% | Add +2.2% | 638,651 | $34.0M |
| ProVise Management Group, LLC | 2.38% | Add +2.6% | 622,121 | $33.1M |
| Syon Capital LLC | 1.51% | Add +7.5% | 564,705 | $30.1M |
| Klaas Financial Asset Advisors, LLC | 3.96% | Reduce -67.9% | 539,525 | $28.7M |
| Schmidt P J Investment Management Inc. | 4.65% | Add +1.0% | 519,337 | $27.6M |
| JPMorgan Chase & Co. | 0.00% | Add +9.7% | 521,769 | $27.6M |
| Cerity Partners LLC | 0.04% | Reduce -0.0% | 517,202 | $27.5M |
| NorthCoast Asset Management LLC | 0.61% | Add +188.2% | 491,205 | $26.1M |
| Financial Partners Group, Inc | 3.07% | Add +1.1% | 482,095 | $25.7M |
| Prudential PLC | 0.19% | Reduce -91.2% | 471,470 | $25.1M |
| Birchbrook, Inc. | 12.17% | Add +8.3% | 466,277 | $24.8M |
| Arkansas Financial Group, Inc. | 3.35% | Add +9.9% | 449,664 | $24.0M |
| Ameliora Wealth Management Ltd. | 7.63% | Add +18.5% | 449,962 | $23.9M |
| GDS Wealth Management | 1.43% | Add +4.4% | 446,969 | $23.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.3% | 439,655 | $23.4M |
| Hancock Whitney Corp. | 0.40% | Reduce -0.3% | 434,896 | $23.2M |
| Bailard, Inc. | 0.53% | Add +48.0% | 435,224 | $23.2M |
| Jane Street Group, LLC | 0.03% | New | 431,965 | $23.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -7.1% | 419,033 | $22.3M |
| Black Diamond Financial, LLC | 2.42% | Add +4.5% | 417,222 | $22.2M |
| Avidian Wealth Enterprises, LLC | 0.68% | Add +4.1% | 405,793 | $21.6M |
| Madison Asset Management, LLC | 0.26% | Add +63.0% | 400,916 | $21.3M |
| BCK Partners, Inc. | 11.38% | Add +2.9% | 395,914 | $21.1M |
| Cyndeo Wealth Partners, LLC | 1.08% | Add +7.5% | 385,063 | $20.5M |
| Summit Wealth Group, LLC | 4.56% | Add +4.2% | 373,031 | $19.9M |
| Advisors Capital Management, LLC | 0.23% | Add +8.3% | 368,965 | $19.6M |
| DT Investment Partners, LLC | 1.49% | Add +2.2% | 335,367 | $17.8M |
| MML Investors Services, LLC | 0.05% | Reduce -5.9% | 329,393 | $17.5M |
| Roundview Capital LLC | 1.07% | Add +3.7% | 322,146 | $17.1M |
| Legacy Financial Group LLC | 2.15% | Add +0.8% | 321,061 | $17.1M |
| Deutsche Bank AG | 0.01% | Add +1.8% | 316,165 | $16.8M |
| Prosperity Consulting Group, LLC | 0.73% | Reduce -1.8% | 306,562 | $16.3M |
| Proffitt & Goodson Inc. | 2.52% | Reduce -14.1% | 306,302 | $16.3M |
| Chicago Partners Investment Group LLC | 0.36% | Add +24.0% | 300,750 | $16.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.9% | 288,177 | $15.3M |
| Lido Advisors, LLC | 0.06% | Reduce -18.6% | 287,338 | $15.3M |
| Summit Wealth Partners, LLC | 2.29% | Add +2.4% | 272,320 | $14.5M |
| D.A. Davidson & Co. | 0.08% | Add +2.0% | 262,174 | $14.0M |
| Bar Harbor Wealth Management | 0.81% | Reduce -0.6% | 261,475 | $13.9M |
| Castleark Management LLC | 0.46% | No change | 259,994 | $13.8M |
| World Investment Advisors | 0.22% | Add +10.3% | 258,717 | $13.8M |
| Blue Fin Capital, Inc. | 2.24% | Add +9.2% | 256,274 | $13.6M |
| NewEdge Advisors, LLC | 0.05% | Add +4.4% | 248,840 | $13.2M |
| Modern Wealth Management, LLC | 0.23% | Add +2.5% | 247,990 | $13.2M |
| Fifth Third Bancorp | 0.02% | Add +49131.8% | 246,159 | $13.1M |
| Colton Groome Financial Advisors, LLC | 3.73% | Add +8.3% | 246,092 | $13.1M |
| Caldwell Trust Co | 1.17% | Add +3.2% | 245,812 | $13.1M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -67.9% | 240,955 | $12.8M |
| First Trust Advisors LP | 0.01% | Add +9.8% | 235,926 | $12.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -82.6% | 235,392 | $12.5M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +6.1% | 226,619 | $12.1M |
| Anchor Capital Advisors LLC | 0.34% | Add +0.5% | 221,084 | $11.8M |
| Creative Planning | 0.01% | Add +54.4% | 217,887 | $11.6M |
| Naples Global Advisors, LLC | 0.84% | Add +17.3% | 215,336 | $11.5M |
| Mittelman Wealth Management | 7.10% | Add +9.0% | 213,856 | $11.4M |
| North Dakota State Investment Board | 0.49% | No change | 212,002 | $11.3M |
| Mendota Financial Group, LLC | 8.23% | Add +0.0% | 208,680 | $11.1M |
| TPG Financial Advisors, LLC | 3.60% | Add +3.7% | 207,922 | $11.1M |
| Jmac Enterprises LLC | 2.09% | Add +2.3% | 205,027 | $10.9M |
| Semitam Bonam LLC | 8.90% | Add +7.6% | 204,709 | $10.9M |
| Highline Wealth Partners LLC | 2.79% | Add +14.3% | 204,702 | $10.9M |
| Galvin, Gaustad & Stein, LLC | 0.87% | Reduce -21.8% | 202,131 | $10.8M |
| WESPAC Advisors SoCal, LLC | 2.28% | Add +2.5% | 201,866 | $10.7M |
| Sigma Planning Corp | 0.30% | Reduce -38.3% | 201,494 | $10.7M |
| Carl P. Sherr & Co., LLC | 5.03% | Reduce -0.5% | 201,243 | $10.7M |
| Ticino Wealth | 3.64% | Add +118.6% | 182,324 | $10.5M |
| Prime Capital Investment Advisors, LLC | 0.12% | Reduce -6.1% | 196,760 | $10.5M |
| NorthRock Partners, LLC | 0.17% | Add +2.8% | 196,247 | $10.4M |
| Park Avenue Securities LLC | 0.08% | Add +168.2% | 194,126 | $10.3M |
| First American Trust, FSB | 0.68% | Add +10.5% | 191,090 | $10.2M |
| Private Advisor Group, LLC | 0.05% | Add +23.1% | 191,032 | $10.2M |
| Burns Matteson Capital Management, LLC | 3.90% | Add +12.3% | 187,861 | $10.0M |
| AMJ Financial Wealth Management | 2.36% | Reduce -0.1% | 187,237 | $10.0M |
| Smith Salley Wealth Management | 0.50% | Add +37.3% | 185,668 | $9.9M |
| Freestate Advisors LLC | 7.64% | Add +0.5% | 179,487 | $9.6M |
| NewSquare Capital LLC | 0.83% | New | 178,554 | $9.5M |
| LaSalle St. Investment Advisors, LLC | 1.33% | Reduce -2.3% | 176,996 | $9.4M |
| Citigroup Inc. | 0.01% | Reduce -25.8% | 173,193 | $9.2M |
| Rebalance, LLC | 0.53% | Add +3.6% | 171,159 | $9.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -35.4% | 170,000 | $9.0M |
| Compound Planning, Inc. | 0.28% | Reduce -25.9% | 168,865 | $9.0M |
| Theory Financial LLC | 3.14% | Reduce -1.0% | 168,331 | $9.0M |
| DAVENPORT & Co LLC | 0.05% | Add +3.0% | 167,077 | $8.9M |
| Empowered Funds, LLC | 0.06% | New | 166,748 | $8.8M |
| National Bank of Canada | 0.01% | Add +9.6% | 163,617 | $8.7M |
| CoreCap Advisors, LLC | 0.29% | Add +6.1% | 162,508 | $8.6M |
| EP Wealth Advisors, LLC | 0.04% | Add +323.0% | 157,997 | $8.4M |
| Aspen Investment Management Inc | 2.57% | Add +4.7% | 157,470 | $8.4M |
| Asio Capital, LLC | 1.17% | Add +0.4% | 155,921 | $8.3M |
| Goldstone Financial Group, LLC | 0.90% | Reduce -1.3% | 155,091 | $8.3M |
| Phoenix Financial Ltd. | 0.08% | Add +5.6% | 154,070 | $8.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -12.8% | 151,821 | $8.1M |
| Prasad Wealth Partners, LLC | 2.19% | Add +8.3% | 151,454 | $8.1M |
| Becker Capital Management Inc. | 0.24% | Add +75.8% | 151,188 | $8.0M |
| Oppenheimer & Co. Inc. | 0.10% | Add +1.8% | 149,373 | $7.9M |
| Natixis Advisors, LLC | 0.01% | Add +58.1% | 147,879 | $7.9M |
| Leuthold Group, LLC | 0.84% | Reduce -0.7% | 147,727 | $7.9M |
| Destination Wealth Management | 0.20% | Add +5.6% | 143,443 | $7.6M |
| D L Carlson Investment Group Inc. | 1.28% | Reduce -37.1% | 139,449 | $7.4M |
| Betterment LLC | 0.01% | Reduce -6.6% | 137,295 | $7.3M |
| Stephens Inc. | 0.09% | Reduce -0.5% | 134,472 | $7.2M |
| Darrow Company, Inc. | 3.16% | Add +0.5% | 131,930 | $7.0M |
| Invera Wealth Advisors, LLC | 4.48% | Add +0.9% | 131,045 | $7.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +18.2% | 127,763 | $6.8M |
| Prudential Financial Inc. | 0.01% | New | 127,384 | $6.8M |
| Hennion & Walsh Asset Management, Inc. | 0.22% | Reduce -1.4% | 123,019 | $6.5M |
| Balance Wealth Partners LLC | 2.00% | Add +1.3% | 120,827 | $6.4M |
| Systelligence, LLC | 1.25% | New | 120,758 | $6.4M |
| JB Capital LLC | 0.26% | Reduce -2.6% | 118,899 | $6.3M |
| HRT Financial LP | 0.02% | Add +319.0% | 117,806 | $6.3M |
| Goelzer Investment Management, Inc. | 0.30% | Add +4.1% | 117,243 | $6.2M |
| Farther Finance Advisors, LLC | 0.06% | Add +12.8% | 116,861 | $6.2M |
| Patriot Investment Management Group, Inc. | 0.39% | Reduce -1.6% | 114,540 | $6.1M |
| Winthrop Partners - WNY, LLC | 3.25% | Add +0.5% | 114,481 | $6.1M |
| City State Bank | 1.56% | Add +12.1% | 113,210 | $6.0M |
| Captrust Financial Advisors | 0.01% | Add +94.7% | 111,323 | $5.9M |
| Manhattan West Asset Management, LLC | 1.13% | Add +17.1% | 108,835 | $5.8M |
| One Wealth Map LLC | 2.79% | Reduce -0.4% | 107,937 | $5.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.76% | Reduce -1.3% | 106,006 | $5.6M |
| Planwiser Financial, LLC | 3.89% | Add +347.5% | 100,146 | $5.4M |
| Conning Inc. | 0.19% | No change | 100,754 | $5.4M |
| Waverly Advisors, LLC | 0.04% | Add +0.3% | 100,209 | $5.3M |
| LFA - Lugano Financial Advisors SA | 2.64% | Add +7.7% | 98,343 | $5.2M |
| Kintra Wealth, LLC | 0.37% | Reduce -24.7% | 97,295 | $5.2M |
| Shelter Mutual Insurance Co | 1.15% | No change | 97,200 | $5.2M |
| Herold Advisors, Inc. | 1.13% | Add +17.6% | 96,818 | $5.2M |
| Knightsbridge Asset Management, LLC | 0.70% | Reduce -1.1% | 96,633 | $5.1M |
| HM Payson & Co. | 0.07% | No change | 94,511 | $5.0M |
| Banco Santander, S.A. | 0.04% | Add +31.3% | 94,017 | $5.0M |
| Maia Wealth LLC | 0.84% | Add +32.6% | 93,587 | $5.0M |
| RiverFront Investment Group, LLC | 0.08% | Add +57.9% | 93,262 | $5.0M |
| CVS HEALTH Corp | 2.33% | No change | 92,750 | $4.9M |
| MV Capital Management, Inc. | 0.48% | Reduce -8.2% | 92,365 | $4.9M |
| CIBC Bancorp USA Inc. | 0.01% | — | 90,237 | $4.8M |
| Checchi Capital Advisers, LLC | 0.33% | Reduce -13.8% | 90,210 | $4.8M |
| Bartlett & Co. Wealth Management LLC | 0.06% | Reduce -5.7% | 89,454 | $4.8M |
| Veridan Wealth LLC | 1.79% | Add +0.7% | 89,264 | $4.8M |
| Kingsview Wealth Management, LLC | 0.06% | Add +10.5% | 88,398 | $4.7M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +146.7% | 86,681 | $4.6M |
| Independent Financial Group, LLC | 0.10% | Add +2.1% | 86,431 | $4.6M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +14.5% | 85,936 | $4.6M |
| Stratos Investment Management, LLC | 0.18% | Add +11.7% | 85,327 | $4.5M |
| Agate Pass Investment Management, LLC | 1.75% | Add +5.5% | 84,010 | $4.5M |
| FDx Advisors, Inc. | 1.42% | Reduce -3.8% | 83,704 | $4.5M |
| SageView Advisory Group, LLC | 0.16% | Add +3.8% | 82,795 | $4.4M |
| Blue Trust, Inc. | 0.05% | Add +16.5% | 82,516 | $4.4M |
| Vise Technologies, Inc. | 0.09% | No change | 81,096 | $4.4M |
| 1832 Asset Management L.P. | 0.01% | Reduce -5.2% | 80,615 | $4.3M |
| Per Stirling Capital Management, LLC. | 0.47% | Add +1.3% | 80,413 | $4.3M |
| Breakwater Capital Group | 0.56% | Add +2.5% | 78,030 | $4.2M |
| Peoples Bank | 2.52% | Add +0.0% | 77,163 | $4.1M |
| Van Hulzen Asset Management, LLC | 0.30% | Reduce -3.1% | 76,535 | $4.1M |
| Illumine Investment Management, LLC | 3.12% | Reduce -0.3% | 76,190 | $4.1M |
| Consilio Wealth Advisors, LLC | 1.17% | Reduce -1.1% | 75,469 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | New | 75,315 | $4.0M |
| Fiduciary Alliance LLC | 0.24% | Add +14.5% | 73,971 | $4.0M |
| James Investment Research, Inc. | 0.44% | Reduce -2.5% | 73,837 | $3.9M |
| Center For Asset Management LLC | 1.94% | Add +10.3% | 73,295 | $3.9M |
| YHB Investment Advisors, Inc. | 0.28% | Add +164.5% | 72,504 | $3.9M |
| Wealthstar Advisors, LLC | 2.23% | Reduce -4.9% | 70,265 | $3.7M |
| Chesley Taft & Associates LLC | 0.16% | Add +1.0% | 70,256 | $3.7M |
| Forte Asset Management LLC | 1.63% | Add +3.0% | 69,592 | $3.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -2.0% | 69,001 | $3.7M |
| Smartleaf Asset Management LLC | 0.13% | Reduce -13.4% | 68,383 | $3.6M |
| Procyon Advisors, LLC | 0.18% | Reduce -2.2% | 67,405 | $3.6M |
| SWS Partners | 0.88% | Reduce -1.0% | 67,185 | $3.6M |
| PW Advisors, LLC \ FL | 2.66% | Add +90.3% | 66,844 | $3.6M |
| Private Advisory Group LLC | 0.25% | New | 66,672 | $3.5M |
| DMC Group, LLC | 2.33% | Reduce -1.8% | 64,934 | $3.5M |
| HSBC Holdings PLC | 0.00% | Add +0.5% | 64,612 | $3.4M |
| Financial Management, Inc. | 3.18% | Add +3.1% | 63,624 | $3.4M |
| Israel Discount Bank of New York | 7.07% | Add +52.3% | 60,551 | $3.2M |
| Great Diamond Partners, LLC | 0.62% | Add +12.5% | 60,464 | $3.2M |
| Gsa Capital Partners LLP | 0.20% | New | 59,201 | $3.2M |
| SCS Capital Management LLC | 0.03% | No change | 58,930 | $3.1M |
| Kingswood Wealth Advisors, LLC | 0.15% | Add +19.1% | 58,897 | $3.1M |
| Ackerman Capital Advisors, LLC | 0.64% | Add +5.5% | 58,411 | $3.1M |
| &partners | 0.02% | Add +123.7% | 58,369 | $3.1M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -79.2% | 58,225 | $3.1M |
| AMG National Trust Bank | 0.07% | Add +10.1% | 57,820 | $3.1M |
| Advisory Research Inc. | 0.38% | No change | 57,761 | $3.1M |
| Eagle Wealth Advisors LLC | 2.70% | Add +68.4% | 55,045 | $2.9M |
| Kensington Asset Management, LLC | 0.15% | No change | 52,464 | $2.8M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +5.3% | 52,090 | $2.8M |
| Parsons Capital Management Inc. | 0.13% | Add +10.1% | 51,965 | $2.8M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +564.8% | 51,498 | $2.7M |
| Courage Miller Partners, LLC | 0.77% | Add +1.1% | 51,354 | $2.7M |
| Private Wealth Management Group, LLC | 0.72% | Reduce -2.8% | 51,271 | $2.7M |
| Gateway Wealth Partners, LLC | 0.10% | New | 50,051 | $2.7M |
| Hilltop Holdings Inc. | 0.24% | Reduce -2.4% | 49,895 | $2.7M |
| Fisher Asset Management | 0.00% | Reduce -6.6% | 49,589 | $2.6M |
| UMB Bank, n.a. | 0.04% | Reduce -6.3% | 48,676 | $2.6M |
| Ballentine Partners, LLC | 0.04% | Add +0.5% | 48,576 | $2.6M |
| Apollon Wealth Management, LLC | 0.04% | Add +402.0% | 47,974 | $2.6M |
| TAGStone Capital, Inc. | 0.90% | Add +8.1% | 47,840 | $2.5M |
| Onyx Bridge Wealth Group LLC | 0.27% | Reduce -63.8% | 47,739 | $2.5M |
| Tranquilli Financial Advisor LLC | 1.48% | Reduce -6.6% | 47,672 | $2.5M |
| Hengehold Capital Management LLC | 0.22% | Add +126.6% | 46,304 | $2.5M |
| Mgo One Seven LLC | 0.05% | Add +17.8% | 45,857 | $2.4M |
| IHT Wealth Management, LLC | 0.06% | Add +14.6% | 45,755 | $2.4M |
| Absolute Capital Management, LLC | 0.81% | Add +2.1% | 45,641 | $2.4M |
| Outlook Wealth Advisors, LLC | 0.58% | New | 45,337 | $2.4M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +6.2% | 44,411 | $2.4M |
| JT Stratford LLC | 0.30% | Add +31.2% | 44,408 | $2.4M |
| Forza Wealth Management, LLC | 0.81% | Reduce -0.2% | 43,900 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -79.7% | 43,697 | $2.3M |
| Bigelow Investment Advisors, LLC | 0.93% | Add +4.0% | 43,675 | $2.3M |
| Calamos Advisors LLC | 0.01% | Add +160.5% | 43,570 | $2.3M |
| Keeler Thomas Management LLC | 0.98% | New | 43,402 | $2.3M |
| Optima Capital LLC | 1.06% | Add +4.3% | 42,998 | $2.3M |
| Capital Investment Counsel, LLC | 0.31% | Add +7.0% | 42,552 | $2.3M |
| Busey Bank | 0.06% | Reduce -5.3% | 41,381 | $2.2M |
| Strategic Investment Advisors / MI | 0.15% | Add +15.5% | 41,270 | $2.2M |
| Eagle Global Advisors LLC | 0.08% | Add +0.5% | 40,925 | $2.2M |
| Davis R M Inc. | 0.04% | Reduce -12.9% | 40,830 | $2.2M |
| Revisor Wealth Management LLC | 0.58% | Reduce -24.8% | 39,605 | $2.1M |
| Squire Investment Management Company, LLC | 0.58% | Add +0.8% | 39,174 | $2.1M |
| Bridgewater Advisors Inc. | 0.12% | Reduce -0.5% | 39,162 | $2.1M |
| Brown Financial Advisors | 0.79% | Reduce -2.1% | 39,013 | $2.1M |
| Versant Capital Management, Inc | 0.20% | New | 37,943 | $2.0M |
| Charles Schwab Trust Co | 0.13% | Add +19.3% | 37,755 | $2.0M |
| Montecito Bank & Trust | 0.33% | Add +2.3% | 37,579 | $2.0M |
| Flputnam Investment Management Co. | 0.03% | Reduce -2.4% | 37,219 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -29.7% | 36,789 | $2.0M |
| Archvest Wealth Advisors, Inc. | 1.20% | Reduce -0.4% | 34,959 | $1.9M |
| Cumberland Partners Ltd | 0.14% | Add +11.1% | 34,953 | $1.9M |
| Adapt Wealth Advisors, LLC | 0.65% | Reduce -88.2% | 33,682 | $1.8M |
| Fidelis Capital Partners, LLC | 0.13% | Add +45.0% | 33,542 | $1.8M |
| Royal Fund Management, LLC | 0.17% | Add +6.1% | 33,178 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -20.3% | 32,935 | $1.8M |
| BlueSky Wealth Advisors, LLC | 0.23% | New | 32,852 | $1.7M |
| Composition Wealth, LLC | 0.02% | Reduce -6.9% | 32,384 | $1.7M |
| Advisory Services Network, LLC | 0.02% | Add +3.5% | 32,014 | $1.7M |
| JPL Wealth Management, LLC | 0.39% | Add +67.7% | 31,892 | $1.7M |
| Capital Analysts, LLC | 0.04% | Add +0.3% | 31,830 | $1.7M |
| WESPAC Advisors, LLC | 0.92% | Add +5.6% | 31,700 | $1.7M |
| Barclays PLC | 0.00% | Add +6.8% | 31,697 | $1.7M |
| LightSquare Wealth Management, LLC | 1.25% | — | 31,260 | $1.7M |
| Market Street Wealth Management Advisors LLC | 0.26% | Reduce -1.7% | 31,084 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Add +1.2% | 30,968 | $1.6M |
| Calamos Wealth Management LLC | 0.06% | Reduce -6.4% | 30,825 | $1.6M |
| Wealth Enhancement Trust Services, Inc. | 0.20% | Add +1.1% | 30,613 | $1.6M |
| Hidden Cove Wealth Management, LLC | 1.04% | New | 30,385 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Add +18.6% | 29,160 | $1.6M |
| Pinnacle Family Advisors, LLC | 0.73% | Reduce -9.1% | 29,078 | $1.5M |
| Whittier Trust Co. | 0.02% | No change | 28,757 | $1.5M |
| Winter & Associates, Inc. | 1.33% | Add +39.4% | 28,552 | $1.5M |
| Founders Financial Securities LLC | 0.08% | Reduce -2.8% | 28,132 | $1.5M |
| Western Wealth Management, LLC | 0.06% | Add +5.2% | 27,873 | $1.5M |
| AmeriServ Wealth Advisors | 0.94% | Reduce -12.0% | 27,594 | $1.5M |
| Valtrion Capital Management, LLC | 1.38% | Add +20.6% | 27,565 | $1.5M |
| Union Bancaire Privee, UBP SA | 0.02% | Add +9.4% | 27,647 | $1.5M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +556.5% | 26,951 | $1.4M |
| Diversified Portfolios, Inc. | 0.12% | Add +12.0% | 26,902 | $1.4M |
| Texas Bank & Trust Co | 0.54% | Add +15.7% | 26,782 | $1.4M |
| Steinberganna Wealth Management | 0.68% | Reduce -1.2% | 26,527 | $1.4M |
| Holistic Financial Partners | 0.51% | Add +2.5% | 26,013 | $1.4M |
| PKS Advisory Services, LLC | 0.32% | Add +5.7% | 25,906 | $1.4M |
| Allworth Financial LP | 0.01% | Add +2.1% | 25,848 | $1.4M |
| Regal Investment Advisors LLC | 0.08% | Add +81.3% | 25,479 | $1.4M |
| Lowe Brockenbrough & Co. Inc. | 0.07% | Reduce -0.8% | 25,461 | $1.4M |
| Crux Wealth Advisors | 0.52% | Reduce -1.9% | 25,392 | $1.4M |
| GTS Securities LLC | 0.05% | New | 25,213 | $1.3M |
| Cary Street Partners Financial LLC | 0.03% | Add +11.5% | 24,905 | $1.3M |
| TFB Advisors LLC | 0.69% | Reduce -26.8% | 24,863 | $1.3M |
| Savvy Advisors, Inc. | 0.04% | Add +131.7% | 24,854 | $1.3M |
| Enclave Advisors LLC | 0.19% | Add +0.8% | 24,656 | $1.3M |
| Interactive Financial Advisors, Inc. | 0.84% | Reduce -3.0% | 24,243 | $1.3M |
| Phillips Financial Management, LLC | 0.09% | Reduce -42.2% | 24,159 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -16.5% | 23,925 | $1.3M |
| Boltwood Capital Management | 0.32% | Reduce -2.6% | 23,908 | $1.3M |
| Thryve Wealth Management LLC | 0.85% | Reduce -73.4% | 23,828 | $1.3M |
| Voya Financial Advisors, Inc. | 0.13% | Add +8.3% | 24,005 | $1.3M |
| Fire Capital Management LLC | 0.58% | Reduce -6.5% | 23,436 | $1.2M |
| Independent Advisor Alliance | 0.01% | Add +87.8% | 22,533 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -34.9% | 22,760 | $1.2M |
| ETF Portfolio Partners, Inc. | 0.31% | Reduce -18.2% | 22,403 | $1.2M |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | No change | 22,229 | $1.2M |
| Sax Wealth Advisors, LLC | 0.06% | No change | 21,477 | $1.2M |
| IFP Advisors, Inc | 0.02% | Reduce -1.6% | 21,606 | $1.1M |
| Paladin Wealth, LLC | 0.78% | Add +3.6% | 21,377 | $1.1M |
| Arkadios Wealth Advisors | 0.02% | Reduce -54.5% | 21,029 | $1.1M |
| Titleist Asset Management, LLC | 0.08% | New | 20,716 | $1.1M |
| Grey Ledge Advisors, LLC | 0.25% | Add +0.1% | 20,650 | $1.1M |
| Asset One Wealth Management LLC | 0.12% | Add +2.8% | 20,415 | $1.1M |
| United Advisor Group, LLC | 0.13% | Reduce -2.0% | 20,051 | $1.1M |
| Seeds Investor LLC | 0.15% | New | 19,875 | $1.1M |
| Diversify Wealth Management, LLC | 0.02% | New | 19,902 | $1.1M |
| Tilia Fiduciary Partners, Inc. | 0.58% | Add +1.3% | 19,801 | $1.1M |
| Horizon Investment Services, LLC | 0.36% | Reduce -0.2% | 19,537 | $1.0M |
| Edmond DE Rothschild Holding S.A. | 0.01% | Add +12.0% | 19,458 | $1.0M |
| Elevation Capital Advisory, LLC | 0.43% | New | 19,070 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +87.6% | 18,814 | $1.0M |
| SWP Financial LLC | 0.51% | Reduce -1.2% | 18,970 | $1.0M |
| Atria Investments, Inc | 0.01% | Add +1.8% | 18,900 | $1.0M |
| Lazard Asset Management LLC | 0.00% | No change | 18,900 | $1.0M |
| Tiemann Investment Advisors, LLC | 0.38% | Reduce -0.7% | 18,165 | $967K |
| Heck Capital Advisors, LLC | 0.07% | Add +200.4% | 18,102 | $963K |
| Wescott Financial Advisory Group, LLC | 0.08% | Add +0.1% | 17,754 | $945K |
| Payne Capital LLC | 0.85% | Add +0.0% | 17,487 | $931K |
| Vicus Capital | 0.07% | Reduce -0.4% | 17,299 | $921K |
| Centennial Bank | 0.33% | New | 17,166 | $914K |
| Hexagon Capital Partners LLC | 0.13% | Reduce -4.3% | 16,925 | $901K |
| PW Nova Financial Services LLC | 0.24% | Add +31.9% | 16,910 | $900K |
| Simon Quick Advisors, LLC | 0.04% | Reduce -0.0% | 16,684 | $888K |
| Panoramic Capital Partners, LLC | 0.54% | No change | 16,435 | $875K |
| Sanchez Gaunt Capital Management, LLC | 0.54% | — | 16,354 | $870K |
| Waystone Advisors LLC | 0.77% | Add +8.2% | 16,212 | $863K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -2.3% | 16,188 | $862K |
| Mitchell Sinkler & Starr | 0.39% | No change | 16,071 | $855K |
| North Dallas Bank & Trust Co. | 0.58% | No change | 16,025 | $853K |
| Paces Ferry Wealth Advisors, LLC | 0.35% | Add +1.8% | 15,890 | $846K |
| Bangor Savings Bank | 0.07% | Add +3.4% | 15,737 | $838K |
| XML Financial, LLC | 0.07% | Add +274.9% | 15,737 | $838K |
| Hobbs Group Advisors, LLC | 0.24% | Add +0.0% | 15,278 | $813K |
| Mattson Financial Services, LLC | 0.19% | Add +2.2% | 15,102 | $804K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +4.9% | 15,079 | $802K |
| F/m Investments LLC | 0.05% | Reduce -38.4% | 15,053 | $801K |
| J. Mark Nickell & Co. | 0.72% | Reduce -0.7% | 15,024 | $800K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -1.8% | 15,021 | $799K |
| Peddock Capital Advisors, LLC | 0.17% | No change | 14,850 | $790K |
| Wedbush Securities Inc. | 0.02% | Add +1.7% | 14,844 | $790K |
| Act Wealth Management, LLC | 0.26% | No change | 14,815 | $788K |
| Legacy Capital Group California, Inc. | 0.30% | Add +21.4% | 14,773 | $786K |
| Essential Partners LLC | 0.26% | New | 14,720 | $783K |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -2.6% | 14,713 | $783K |
| Allianz SE | 0.01% | No change | 14,597 | $777K |
| Brucke Financial, Inc. | 0.39% | Reduce -2.9% | 14,423 | $768K |
| Verdence Capital Advisors LLC | 0.04% | Add +31.9% | 14,345 | $763K |
| 4J Wealth Management LLC | 0.43% | Reduce -13.1% | 14,158 | $754K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +40.8% | 14,079 | $749K |
| Duncker Streett & Co. Inc. | 0.14% | Reduce -1.7% | 13,883 | $739K |
| Prossimo Advisors, LLC | 4.48% | No change | 13,845 | $737K |
| Two Sigma Securities, LLC | 0.08% | New | 13,430 | $715K |
| Miller Capital Partners, Inc. | 0.35% | No change | 13,400 | $713K |
| Manchester Capital Management LLC | 0.10% | Reduce -36.0% | 13,347 | $710K |
| Private Trust Co. NA | 0.06% | Add +31.4% | 13,122 | $698K |
| Hudson Portfolio Management LLC | 0.59% | No change | 13,090 | $697K |
| Hoxton Planning & Management, LLC | 0.21% | Add +6.8% | 13,066 | $695K |
| Stelac Advisory Services LLC | 0.14% | New | 12,718 | $677K |
| Lanark Financial, Inc. | 0.05% | Add +29.0% | 12,674 | $675K |
| CWA Asset Management Group, LLC | 0.02% | Add +45.0% | 12,520 | $666K |
| Bingham Private Wealth, LLC | 0.53% | Add +19.5% | 12,478 | $664K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | Add +4.4% | 12,375 | $659K |
| Evolution Wealth Advisors, LLC | 0.07% | Add +61.5% | 12,301 | $655K |
| Bourgeon Capital Management LLC | 0.12% | No change | 12,300 | $655K |
| Pure Financial Advisors, LLC | 0.01% | New | 12,028 | $640K |
| Integrated Wealth Concepts LLC | 0.01% | Add +4.0% | 12,014 | $639K |
| GFI Investment Counsel Ltd. | 0.09% | No change | 11,984 | $638K |
| Lewis Asset Management, LLC | 0.26% | New | 11,919 | $634K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Reduce -11.8% | 11,857 | $631K |
| Merited Wealth, LLC | 0.52% | Add +9.4% | 11,854 | $631K |
| Fortis Capital Management LLC | 0.08% | Add +0.8% | 11,850 | $631K |
| Axxcess Wealth Management, LLC | 0.02% | Add +2.8% | 11,785 | $627K |
| RFG Advisory, LLC | 0.01% | Reduce -68.4% | 11,624 | $619K |
| Boyd Watterson Asset Management LLC | 0.19% | Reduce -1.0% | 11,607 | $618K |
| Courier Capital LLC | 0.03% | Add +1.5% | 11,528 | $614K |
| EFG International AG | 0.01% | No change | 11,490 | $611K |
| Equita Financial Network, Inc. | 0.19% | Add +16.2% | 11,480 | $611K |
| Axis Wealth Partners, LLC | 0.32% | Add +21.3% | 11,270 | $600K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +10.7% | 11,076 | $589K |
| Brookstone Capital Management | 0.01% | Reduce -14.0% | 10,969 | $584K |
| Choreo, LLC | 0.01% | Reduce -13.8% | 10,935 | $582K |
| SHP Wealth Management | 0.04% | Reduce -12.4% | 10,679 | $568K |
| Keel Point, LLC | 0.04% | Add +0.8% | 10,677 | $568K |
| Florida Trust Wealth Management Co | 0.02% | Add +3.7% | 10,624 | $565K |
| Resurgent Financial Advisors LLC | 0.20% | Add +1.9% | 10,492 | $558K |
| FOCUS Wealth Advisors, LLC | 0.27% | No change | 10,434 | $555K |
| Simmons Bank | 0.04% | No change | 10,406 | $554K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +6.9% | 10,402 | $554K |
| NTV Asset Management LLC | 0.06% | Reduce -4.3% | 10,394 | $553K |
| Ascent Group, LLC | 0.02% | Reduce -0.7% | 10,120 | $539K |
| Navigation Group, LLC | 0.13% | — | 10,102 | $538K |
| Expressive Wealth LLC | 0.51% | Add +129.6% | 10,065 | $536K |
| Apriem Advisors | 0.05% | Add +112.2% | 10,019 | $533K |
| Commerce Bank | 0.00% | Add +6.2% | 9,959 | $530K |
| Meridian Financial Advisors, LLC | 0.29% | Add +0.3% | 9,807 | $522K |
| Headlands Technologies LLC | 0.06% | New | 9,792 | $521K |
| Harbour Investments, Inc. | 0.01% | Add +69.3% | 9,758 | $519K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -9.3% | 9,740 | $518K |
| McAdam, LLC | 0.02% | Add +48.1% | 9,729 | $518K |
| XTX Topco Ltd | 0.01% | New | 9,667 | $514K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -0.5% | 9,559 | $509K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.38% | New | 3,209 | $508K |
| Sowell Financial Services LLC | 0.02% | Add +17.7% | 9,528 | $507K |
| KPP Advisory Services LLC | 0.07% | Reduce -1.1% | 9,485 | $505K |
| Emerald Investment Advisers, LLC | 0.05% | — | 9,427 | $502K |
| Wealth Advisory Solutions, LLC | 0.11% | Add +2.7% | 9,408 | $501K |
| First Horizon Corp. | 0.02% | Reduce -0.2% | 9,404 | $500K |
| Quantinno Capital Management LP | 0.00% | Add +66.3% | 9,357 | $498K |
| Lantern Wealth Advisors, LLC | 0.25% | Add +4.4% | 9,314 | $496K |
| Regions Financial Corp. | 0.00% | Add +76.0% | 9,290 | $494K |
| Bellecapital International Ltd. | 0.09% | Reduce -4.3% | 8,936 | $476K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +5.9% | 8,947 | $475K |
| Transcendent Capital Group LLC | 0.21% | Add +0.1% | 8,805 | $469K |
| Stokes Family Office, LLC | 0.05% | No change | 8,663 | $461K |
| Hilltop Partners LLC | 0.12% | Reduce -2.6% | 8,655 | $461K |
| Higgins & Schmidt Wealth Strategies LLC | 0.21% | New | 8,449 | $450K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -7.4% | 8,429 | $449K |
| Walleye Partners, LLC | 0.55% | Reduce -13.8% | 8,386 | $446K |
| Clearstead Advisors, LLC | 0.00% | Add +11.3% | 8,199 | $436K |
| Perryman Financial Advisory Inc. | 0.06% | Add +49.0% | 8,129 | $433K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.7% | 8,109 | $432K |
| Ceeto Capital Group, LLC | 0.13% | No change | 8,000 | $426K |
| Peoples Bank | 0.43% | No change | 8,000 | $426K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -2.0% | 7,997 | $426K |
| Sawgrass Asset Management LLC | 0.06% | Reduce -5.2% | 7,945 | $423K |
| Pacific Excel Wealth Advisors, Inc. | 0.44% | New | 7,869 | $419K |
| Equitable Trust Co. | 0.02% | Add +62.2% | 7,824 | $416K |
| Leo Wealth, LLC | 0.03% | New | 7,726 | $411K |
| Precision Wealth Strategies, LLC | 0.14% | Reduce -16.8% | 7,722 | $411K |
| Sandhill Capital Partners LLC | 0.04% | Add +3.7% | 7,682 | $409K |
| Exchange Bank | 0.28% | No change | 7,672 | $408K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -0.5% | 7,619 | $406K |
| NBT Bank, N.A. | 0.03% | Add +17.5% | 7,427 | $395K |
| Wynn Capital, LLC | 0.20% | No change | 7,400 | $394K |
| OneDigital Investment Advisors LLC | 0.00% | Add +39.4% | 7,331 | $390K |
| Argent Trust Co | 0.01% | No change | 7,149 | $380K |
| PFG Investments, LLC | 0.02% | Add +3.9% | 7,141 | $380K |
| Ancora Advisors LLC | 0.01% | Reduce -8.7% | 7,021 | $374K |
| Midwest Trust Co | 0.00% | New | 6,985 | $372K |
| Adams Wealth Management | 0.08% | Reduce -22.0% | 6,892 | $367K |
| CacheTech Inc. | 0.07% | Reduce -22.0% | 6,892 | $367K |
| FC Advisory LLC | 0.11% | Add +0.6% | 6,836 | $364K |
| Evanson Asset Management, LLC | 0.02% | Add +34.7% | 6,758 | $360K |
| Freedom Investment Management, Inc. | 0.11% | Reduce -12.0% | 6,746 | $359K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -15.9% | 6,740 | $359K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 6,726 | $358K |
| Paragon Capital Management Ltd | 0.07% | Add +0.5% | 6,515 | $347K |
| BSW Wealth Partners | 0.04% | No change | 6,500 | $346K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -9.2% | 6,487 | $345K |
| Destiny Capital Corp | 0.18% | Reduce -9.1% | 6,408 | $341K |
| Obermeyer Wealth Partners | 0.02% | Add +7.2% | 6,386 | $340K |
| Kelly Financial Services LLC | 0.08% | Reduce -3.3% | 6,381 | $340K |
| Heartwood Wealth Advisors LLC | 0.03% | Add +2.8% | 6,347 | $338K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.5% | 6,147 | $327K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +88.0% | 6,121 | $326K |
| Hofer & Associates. Inc | 0.17% | Reduce -0.6% | 6,118 | $326K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -3.9% | 6,096 | $324K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.7% | 6,038 | $321K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -42.8% | 6,013 | $320K |
| Accurate Wealth Management, LLC | 0.04% | Add +13.0% | 5,996 | $320K |
| Sheets Smith Wealth Management | 0.04% | No change | 6,000 | $319K |
| Roan Capital Partners | 0.29% | — | 5,932 | $316K |
| Rossby Financial, LCC | 0.06% | Add +11.9% | 5,848 | $310K |
| Pettyjohn, Wood & White, Inc. | 0.05% | No change | 5,825 | $310K |
| First Heartland Consultants, Inc. | 0.02% | Add +13.7% | 5,821 | $310K |
| Heritage Investors Management Corp. | 0.01% | Add +2.9% | 5,815 | $309K |
| Inman Jager Wealth Management, LLC | 0.18% | No change | 5,712 | $304K |
| TCTC Holdings, LLC | 0.01% | Reduce -3.9% | 5,655 | $301K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -0.2% | 5,653 | $301K |
| FF Advisors,LLC | 0.12% | New | 5,577 | $298K |
| Man Group plc | 0.00% | Reduce -95.9% | 5,571 | $296K |
| Reicon Wealth Advisors, LLC | 0.22% | New | 5,505 | $293K |
| Principal Securities, Inc. | 0.00% | Add +37.5% | 5,504 | $293K |
| Verus Capital Partners, LLC | 0.02% | Add +0.6% | 5,484 | $292K |
| Pinion Investment Advisors, LLC | 0.07% | Add +22.3% | 5,479 | $292K |
| SIMA Wealth Partners, LLC | 0.22% | Reduce -6.1% | 5,470 | $291K |
| Seaside Wealth Management, Inc. | 0.08% | No change | 5,470 | $291K |
| PFG Advisors | 0.01% | Reduce -14.7% | 5,387 | $287K |
| Genesis Wealth Advisors, LLC | 0.19% | No change | 5,373 | $286K |
| Sovran Advisors, LLC | 0.02% | New | 5,337 | $284K |
| Brighton Jones LLC | 0.01% | New | 5,267 | $280K |
| Geneos Wealth Management Inc. | 0.01% | Add +14.2% | 5,235 | $279K |
| Flagstar Securities, Inc. | 0.10% | Add +0.5% | 5,230 | $278K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -3.7% | 5,210 | $277K |
| RiverGlades Family Offices LLC | 0.16% | — | 5,185 | $276K |
| AE Wealth Management LLC | 0.00% | Reduce -7.2% | 5,139 | $274K |
| Lee Financial Co | 0.04% | No change | 4,950 | $263K |
| Spire Wealth Management | 0.01% | No change | 4,939 | $263K |
| First National Bank of Omaha | 0.01% | Reduce -4.6% | 4,931 | $261K |
| Apella Capital, LLC | 0.00% | Add +1.9% | 4,805 | $258K |
| Y.D. More Investments Ltd | 0.01% | Add +13.5% | 4,880 | $258K |
| RDA Financial Network | 0.06% | New | 4,772 | $254K |
| Savant Capital, LLC | 0.00% | Reduce -30.5% | 4,746 | $253K |
| Foundations Investment Advisors, LLC | 0.00% | New | 4,737 | $252K |
| City National Bank of Florida | 0.15% | No change | 4,679 | $249K |
| Global Assets Advisory, LLC | 0.07% | New | 2,400 | $248K |
| Crumly & Associates Inc. | 0.05% | No change | 4,625 | $246K |
| Facet Wealth, Inc. | 0.00% | New | 4,574 | $243K |
| Prostatis Group LLC | 0.06% | Add +0.7% | 4,569 | $243K |
| OneAscent Financial Services LLC | 0.01% | Add +11.4% | 4,550 | $242K |
| John W. Brooker & Co., CPAs | 0.38% | New | 4,539 | $242K |
| Pathstone Holdings, LLC | 0.00% | No change | 4,502 | $240K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Add +15.2% | 4,477 | $238K |
| Cibc World Market Inc. | 0.00% | No change | 4,414 | $235K |
| Promethium Advisors,llc | 0.12% | No change | 4,403 | $234K |
| Visionary Wealth Advisors | 0.01% | New | 4,396 | $234K |
| Summit Financial, LLC | 0.00% | Reduce -7.8% | 4,363 | $232K |
| Csenge Advisory Group | 0.01% | Reduce -25.8% | 4,361 | $232K |
| Beacon Capital Management, Inc. | 0.01% | Add +127.5% | 4,352 | $232K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +6.1% | 4,336 | $231K |
| Retirement Planning Group, LLC | 0.01% | New | 4,328 | $230K |
| Union Savings Bank | 0.10% | No change | 4,269 | $227K |
| Farrell Financial LLC | 0.14% | Add +0.8% | 4,265 | $227K |
| Ledyard National Bank | 0.02% | No change | 4,259 | $227K |
| Integrity Alliance, Llc. | 0.01% | Reduce -26.8% | 4,255 | $226K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +429.9% | 4,239 | $226K |
| Vista Investment Management | 0.08% | No change | 4,222 | $225K |
| Trilogy Capital Inc. | 0.01% | No change | 4,183 | $223K |
| Gradient Capital Advisors, LLC | 0.06% | No change | 4,141 | $220K |
| Kovack Advisors, Inc. | 0.01% | Reduce -2.9% | 4,598 | $220K |
| Modera Wealth Management, LLC | 0.00% | New | 4,097 | $218K |
| AlphaCore Capital LLC | 0.01% | Add +21.0% | 4,065 | $216K |
| Braun-Bostich & Associates Inc. | 0.13% | Reduce -2.3% | 4,036 | $215K |
| Lutz Financial Services LLC | 0.01% | No change | 4,007 | $213K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.3% | 3,974 | $212K |
| Sage Advisory Services, Ltd.Co. | 0.12% | Reduce -13.8% | 3,945 | $210K |
| Maridea Wealth Management LLC | 0.03% | Add +0.7% | 3,923 | $209K |
| M&T Bank Corp | 0.00% | No change | 3,915 | $208K |
| Severin Investments, LLC | 0.18% | New | 3,889 | $207K |
| Woodward Diversified Capital, LLC | 0.09% | Reduce -9.5% | 3,792 | $204K |
| Aprio Wealth Management, LLC | 0.01% | New | 3,824 | $204K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Add +9.1% | 3,795 | $202K |
| Panoramic Investment Advisors, LLC | 0.11% | Add +0.6% | 3,777 | $201K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -0.2% | 3,773 | $201K |
| Financial Consulate, Inc. | 0.02% | Add +12.3% | 3,739 | $199K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.0% | 3,656 | $195K |
| Webster Bank, N. A. | 0.02% | No change | 3,526 | $188K |
| Blair William & Co. | 0.00% | Add +40.7% | 3,435 | $183K |
| Paladin Advisory Group, LLC | 0.14% | Reduce -3.0% | 3,365 | $179K |
| Mark Sheptoff Financial Planning, LLC | 0.09% | New | 3,350 | $178K |
| TD Capital Management LLC | 0.02% | Add +0.5% | 3,329 | $177K |
| CNB Bank | 0.06% | Reduce -10.3% | 2,858 | $152K |
| Morton Brown Family Wealth, LLC | 0.04% | No change | 2,486 | $132K |
| Hanson & Doremus Investment Management | 0.01% | No change | 2,424 | $129K |
| Piscataqua Savings Bank | 0.08% | No change | 2,225 | $118K |
| International Assets Investment Management, LLC | 0.01% | Reduce -18.3% | 2,217 | $118K |
| General Partner, Inc. | 0.07% | No change | 2,165 | $115K |
| Aventura Private Wealth, LLC | 0.04% | Add +536.3% | 2,049 | $109K |
| Root Financial Partners, LLC | 0.01% | Add +15.5% | 2,023 | $108K |
| Albion Financial Group | 0.01% | Reduce -28.4% | 2,017 | $107K |
| Biltmore Family Office, LLC | 0.01% | No change | 2,000 | $106K |
| Aptus Capital Advisors, LLC | 0.00% | Add +95.5% | 1,988 | $106K |
| Chapman Financial Group, LLC | 0.07% | New | 1,900 | $101K |
| American Capital Advisory, LLC | 0.04% | New | 1,815 | $97K |
| Realta Investment Advisors | 0.03% | Add +0.2% | 1,793 | $95K |
| Nalls Sherbakoff Group, LLC | 0.06% | No change | 1,650 | $88K |
| Signature Resources Capital Management, LLC | 0.04% | No change | 1,614 | $86K |
| Eastern Bank | 0.00% | Reduce -35.1% | 1,593 | $85K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -8.0% | 1,483 | $79K |
| Ameriflex Group, Inc. | 0.04% | Reduce -53.7% | 1,471 | $78K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 1,470 | $78K |
| Rialto Wealth Management, LLC | 0.02% | No change | 1,432 | $76K |
| Sachetta, LLC | 0.04% | Reduce -4.2% | 1,413 | $75K |
| Pacific Center for Financial Services | 0.02% | No change | 1,404 | $75K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -35.5% | 1,396 | $74K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,306 | $70K |
| Arax Advisory Partners | 0.00% | Reduce -6.3% | 1,299 | $69K |
| Parallel Advisors, LLC | 0.00% | Reduce -66.9% | 1,273 | $68K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 1,209 | $64K |
| CVA Family Office, LLC | 0.01% | No change | 1,196 | $64K |
| Birchwood Financial Partners, Inc. | 0.05% | No change | 1,000 | $53K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -45.9% | 1,000 | $53K |
| Legacy Wealth Managment, LLC | 0.03% | Add +276.7% | 972 | $52K |
| Key Financial Inc | 0.01% | Add +3.1% | 859 | $46K |
| BankChampaign, National Association | 0.04% | Add +72.9% | 778 | $41K |
| Mechanics Financial Corp | 0.02% | No change | 764 | $41K |
| Rothschild Investment LLC | 0.00% | Add +0.8% | 756 | $40K |
| TopTier Wealth Management, LLC | 0.02% | New | 750 | $40K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 742 | $39K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.8% | 659 | $35K |
| JCIC Asset Management Inc. | 0.01% | No change | 620 | $33K |
| Founders Financial Alliance, LLC | 0.01% | Add +370.0% | 611 | $33K |
| Signature Equity Partners, LLC | 0.02% | New | 604 | $32K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 570 | $30K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 570 | $30K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -4.4% | 544 | $29K |
| Creative Financial Designs Inc. | 0.00% | No change | 543 | $29K |
| WestEnd Advisors, LLC | 0.00% | Add +3.1% | 527 | $28K |
| Montag A & Associates Inc. | 0.00% | No change | 515 | $27K |
| Silver Oak Securities, Incorporated | 0.00% | Reduce -31.2% | 505 | $27K |
| Rossmore Private Capital | 0.00% | No change | 500 | $27K |
| Archer Investment Corp | 0.01% | Add +874.5% | 497 | $26K |
| Advisortrust Partners, LLC | 0.01% | New | 494 | $26K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 487 | $26K |
| Kingdom Financial Group LLC. | 0.01% | Add +0.8% | 487 | $26K |
| Dunhill Financial, LLC | 0.01% | New | 483 | $26K |
| Angeles Wealth Management, LLC | 0.00% | No change | 475 | $25K |
| Southern Michigan Bank & Trust | 0.01% | — | 450 | $24K |
| EPG Wealth Management LLC | 0.01% | Add +0.5% | 449 | $24K |
| Community Bank, N.A. | 0.00% | No change | 428 | $23K |
| Vanguard Advisers Inc. | 0.00% | — | 423 | $23K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.7% | 421 | $22K |
| Crews Bank & Trust | 0.00% | No change | 406 | $22K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 387 | $21K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -58.0% | 380 | $20K |
| Sound Income Strategies, LLC | 0.00% | Reduce -15.7% | 364 | $19K |
| Wolff Wiese Magana LLC | 0.01% | New | 350 | $19K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +0.9% | 340 | $18K |
| Colonial Trust Advisors | 0.00% | No change | 330 | $18K |
| Friedenthal Financial | 0.01% | No change | 323 | $17K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -15.4% | 313 | $17K |
| WFA of San Diego, LLC | 0.01% | No change | 300 | $16K |
| GeoWealth Management, LLC | 0.00% | Add +1.8% | 288 | $15K |
| West Branch Capital LLC | 0.00% | New | 287 | $15K |
| Asset Dedication, LLC | 0.00% | No change | 266 | $14K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 239 | $13K |
| Wagner Wealth Management, LLC | 0.00% | Add +0.4% | 231 | $12K |
| GHP Investment Advisors, Inc. | 0.00% | New | 228 | $12K |
| CENTRAL TRUST Co | 0.00% | Reduce -87.1% | 222 | $12K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 218 | $12K |
| McGuire Capital Advisors Inc. | 0.01% | Add +890.5% | 208 | $11K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -88.2% | 208 | $11K |
| Destiny Wealth Partners, LLC | 0.00% | New | 201 | $11K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +214.1% | 201 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -19.8% | 199 | $11K |
| BankPlus Trust Department | 0.00% | No change | 197 | $10K |
| 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% | 165 | $9K |
| Nepc LLC | 0.00% | No change | 160 | $9K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 155 | $8K |
| Viewpoint Capital Management LLC | 0.00% | No change | 142 | $8K |
| Axiom Investment Management LLC | 0.00% | — | 120 | $6K |
| Investors Research Corp | 0.00% | No change | 120 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 108 | $6K |
| Global Wealth Strategies & Associates | 0.00% | New | 104 | $6K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $5K |
| Clearstead Trust, LLC | 0.00% | No change | 90 | $5K |
| Trust Co. of Toledo NA | 0.00% | No change | 87 | $5K |
| Kelleher Financial Advisors | 0.00% | New | 77 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -87.5% | 77 | $4K |
| BNP Paribas Financial Markets | 0.00% | Reduce -36.4% | 75 | $4K |
| Evolution Wealth Management Inc. | 0.00% | No change | 63 | $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% | No change | 55 | $3K |
| Bank of New Hampshire | 0.00% | New | 56 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -3.7% | 52 | $3K |
| Portfolio Resources Advisor Group, Inc. | 0.00% | No change | 51 | $3K |
| Proathlete Wealth Management LLC | 0.00% | No change | 44 | $2K |
| Anfield Capital Management, LLC | 0.00% | No change | 42 | $2K |
| Mather Group, Llc. | 0.00% | New | 40 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -70.8% | 45 | $2K |
| New Republic Capital, LLC | 0.00% | Reduce -99.7% | 37 | $2K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 37 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 35 | $2K |
| Maseco LLP | 0.00% | No change | 34 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 28 | $1K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 26 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +5.6% | 19 | $988 |
| Crewe Advisors LLC | 0.00% | No change | 15 | $799 |
| Carolina Wealth Advisors, LLC | 0.00% | No change | 11 | $585 |
| Larson Financial Group LLC | 0.00% | No change | 11 | $585 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -12.5% | 7 | $413 |
| Mascoma Wealth Management LLC | 0.00% | New | 7 | $373 |
| Kilter Group LLC | 0.00% | No change | 2 | $107 |
| Cheviot Value Management, LLC | 0.00% | No change | 2 | $106 |
| Russell Investments Group, Ltd. | 0.00% | No change | 2 | $106 |
"% 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.