iShares 5-10Y Inv GradeIGIBETF
13F holders, Q2 2026 (June 30)712holders +3
70new positions
70sold out
2famous investors
$53.14avg. 13F price*
At the end of Q2 2026, 712 institutions reported holding iShares 5-10Y Inv Grade Corp. (IGIB) in their 13F filings, up 3 from Q1 2026. 70 opened new positions and 70 sold out. The largest holders were Financial Engines Advisors L.L.C. ($3.7B), Charles Schwab Investment Management Inc. ($801.2M) and Northern Trust Corp. ($694.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares 5-10Y Inv Grade Corp.
- CUSIP
- 464288638
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $110.4M |
| Exits | 70 | $95.6M |
All 13F filers, Q1 2026 → Q2 2026: 27,209,215 shares bought and 8,959,512 shares sold, net +18,249,703 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 712 holders
| Financial Engines Advisors L.L.C. | 6.54% | Add +8.8% | 69,309,525 | $3.7B |
| Charles Schwab Investment Management Inc. | 0.11% | Add +8.1% | 15,069,486 | $801.2M |
| Northern Trust Corp. | 0.08% | Add +6.0% | 13,057,366 | $694.3M |
| Envestnet Asset Management Inc. | 0.11% | Add +6.1% | 8,875,957 | $471.9M |
| Allstate Corp. | 4.38% | Add +90.8% | 8,255,575 | $438.9M |
| Assetmark, Inc. | 0.72% | Reduce -1.4% | 7,886,379 | $419.3M |
| Bank of America Corp. | 0.02% | Add +2.8% | 6,417,105 | $341.2M |
| Morgan Stanley | 0.02% | Add +3.3% | 6,315,414 | $335.8M |
| One Capital Management, LLC | 8.66% | No change | 5,845,766 | $311.1M |
| Wells Fargo & Company | 0.05% | Add +3.9% | 5,223,434 | $277.7M |
| UBS Group AG | 0.04% | Add +1.2% | 4,139,507 | $220.1M |
| LPL Financial LLC | 0.05% | Add +12.4% | 4,086,840 | $217.3M |
| Matson Money. Inc. | 5.66% | Add +4.4% | 3,824,777 | $203.4M |
| Ameriprise Financial Inc. | 0.04% | Add +0.7% | 3,520,343 | $186.9M |
| Raymond James Financial Inc. | 0.05% | Add +5.2% | 3,467,006 | $184.3M |
| Royal Bank of Canada | 0.03% | Add +7.0% | 3,090,560 | $164.3M |
| TD Private Client Wealth LLC | 2.82% | Add +22.4% | 2,883,337 | $153.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +74.8% | 2,817,095 | $149.8M |
| Focus Partners Wealth | 0.14% | Add +51.2% | 2,476,291 | $131.7M |
| Acropolis Investment Management, LLC | 4.71% | Add +7.1% | 2,247,726 | $119.5M |
| FMR LLC | 0.01% | Reduce -31.2% | 2,236,586 | $118.9M |
| Petersen Hastings Wealth Advisors Inc. | 9.37% | Add +6.7% | 2,100,716 | $111.7M |
| Jones Financial Companies LLLP | 0.04% | Add +14.6% | 1,989,134 | $106.0M |
| Franklin Resources Inc. | 0.02% | Add +2.1% | 1,970,780 | $104.8M |
| United Capital Financial Advisors, LLC | 0.55% | Add +0.8% | 1,879,524 | $99.9M |
| PNC Financial Services Group, Inc. | 0.05% | Add +0.9% | 1,860,822 | $98.9M |
| Greenwood Gearhart LLC | 4.51% | Add +6.1% | 1,822,054 | $96.9M |
| Mercer Global Advisors Inc. | 0.12% | Add +4800.4% | 1,802,788 | $95.9M |
| BlackRock, Inc. | 0.00% | Add +1.3% | 1,775,018 | $94.4M |
| Stifel Financial Corp. | 0.07% | Add +0.5% | 1,678,325 | $89.2M |
| HighTower Advisors, LLC | 0.08% | Add +7.7% | 1,579,498 | $84.0M |
| Haverford Trust Co | 0.69% | Add +3.0% | 1,510,294 | $80.3M |
| US Bancorp \de | 0.08% | Add +2.4% | 1,324,397 | $70.4M |
| Truist Financial Corp. | 0.08% | Reduce -0.9% | 1,267,986 | $67.4M |
| Keybank National Association | 0.22% | Add +2.4% | 1,232,515 | $65.5M |
| RMG Wealth Management LLC | 6.75% | Add +16.0% | 1,253,129 | $65.5M |
| Dakota Wealth Management | 1.25% | Add +11.9% | 1,226,734 | $65.2M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +13.1% | 1,213,272 | $63.9M |
| MAI Capital Management | 0.24% | Add +10.2% | 1,196,329 | $63.6M |
| Ally Invest Advisors Inc. | 3.79% | Add +4.6% | 1,181,331 | $62.8M |
| Cetera Investment Advisers | 0.06% | Add +4.4% | 1,167,359 | $62.1M |
| Horizon Investments, LLC | 0.62% | Reduce -0.7% | 1,072,165 | $56.5M |
| Mfa Wealth Advisors, LLC | 9.24% | Add +14.8% | 1,018,889 | $54.2M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +68.1% | 395,799 | $51.7M |
| Dodds Wealth, LLC | 11.05% | Add +3.9% | 923,932 | $49.1M |
| Wealthspire Retirement, LLC | 2.47% | Reduce -1.9% | 846,629 | $45.0M |
| Flagstone Financial Management | 10.03% | Add +4.2% | 843,498 | $44.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -13.2% | 823,390 | $43.8M |
| Fiduciary Trust Co | 0.45% | Add +5.1% | 779,415 | $41.4M |
| Kestra Advisory Services, LLC | 0.13% | Add +487.1% | 750,041 | $39.9M |
| Mariner, LLC | 0.04% | Add +4.4% | 745,392 | $39.6M |
| Janney Montgomery Scott LLC | 0.08% | Add +0.6% | 736,251 | $39.1M |
| Scarborough Advisors, LLC | 4.23% | Reduce -1.3% | 694,175 | $36.8M |
| Baird Financial Group, Inc. | 0.05% | Reduce -2.5% | 689,410 | $36.7M |
| State Farm Mutual Automobile Insurance Co. | 0.02% | No change | 680,000 | $36.2M |
| Thoma Capital Management LLC | 19.22% | Add +6.1% | 677,770 | $36.0M |
| ProVise Management Group, LLC | 2.33% | Add +5.0% | 652,917 | $34.7M |
| Legal & General Group Plc | 0.01% | Reduce -71.5% | 635,860 | $33.9M |
| Madison Asset Management, LLC | 0.37% | Add +45.9% | 584,799 | $31.1M |
| Osaic Holdings, Inc. | 0.04% | Add +36.9% | 573,606 | $30.5M |
| JPMorgan Chase & Co. | 0.00% | Add +8.8% | 567,423 | $30.3M |
| Bank of Montreal | 0.01% | Reduce -25.9% | 552,689 | $29.4M |
| Schmidt P J Investment Management Inc. | 4.43% | Add +3.1% | 535,661 | $28.5M |
| Ameliora Wealth Management Ltd. | 8.22% | Add +15.8% | 520,969 | $27.7M |
| Cerity Partners LLC | 0.03% | Reduce -2.3% | 505,318 | $26.9M |
| Klaas Financial Asset Advisors, LLC | 3.29% | Reduce -7.9% | 497,068 | $26.4M |
| Financial Partners Group, Inc | 2.67% | Add +2.8% | 495,446 | $26.3M |
| NorthCoast Asset Management LLC | 0.58% | Add +0.0% | 491,403 | $26.1M |
| Birchbrook, Inc. | 12.01% | Add +3.2% | 481,354 | $25.6M |
| GDS Wealth Management | 1.18% | Add +4.7% | 468,142 | $24.9M |
| Susquehanna International Group, LLP | 0.02% | Add +521.0% | 467,698 | $24.9M |
| Syon Capital LLC | 1.06% | Reduce -19.4% | 455,375 | $24.2M |
| Arkansas Financial Group, Inc. | 3.06% | Reduce -1.8% | 441,461 | $23.5M |
| Black Diamond Financial, LLC | 2.07% | Add +5.8% | 441,318 | $23.5M |
| CVS HEALTH Corp | 10.39% | Add +374.4% | 440,000 | $23.4M |
| BCK Partners, Inc. | 10.85% | Add +6.9% | 423,132 | $22.5M |
| Hancock Whitney Corp. | 0.37% | Reduce -2.7% | 423,035 | $22.5M |
| Avidian Wealth Enterprises, LLC | 0.61% | Add +2.1% | 414,219 | $22.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -8.7% | 401,224 | $21.3M |
| Cyndeo Wealth Partners, LLC | 1.00% | Add +3.9% | 400,135 | $21.3M |
| Bailard, Inc. | 0.43% | Reduce -9.3% | 394,985 | $21.0M |
| Advisors Capital Management, LLC | 0.23% | Add +7.0% | 394,976 | $21.0M |
| MML Investors Services, LLC | 0.04% | Add +19.2% | 392,521 | $20.9M |
| Smith Salley Wealth Management | 0.90% | Add +108.9% | 387,811 | $20.6M |
| Summit Wealth Group, LLC | 4.14% | Add +2.3% | 381,429 | $20.3M |
| Wealthspire Advisors, LLC | 0.11% | New | 373,105 | $19.8M |
| DT Investment Partners, LLC | 1.41% | Add +5.9% | 355,081 | $18.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -63.0% | 348,531 | $18.5M |
| Chicago Partners Investment Group LLC | 0.36% | Add +13.4% | 341,081 | $17.8M |
| Legacy Financial Group LLC | 1.99% | Add +3.6% | 332,517 | $17.7M |
| Roundview Capital LLC | 0.93% | Reduce -1.2% | 318,405 | $16.9M |
| Deutsche Bank AG | 0.00% | Reduce -1.7% | 310,890 | $16.5M |
| Prosperity Consulting Group, LLC | 0.60% | Reduce -2.3% | 299,448 | $15.9M |
| Lido Advisors, LLC | 0.06% | Add +0.4% | 288,431 | $15.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.8% | 277,106 | $14.7M |
| Blue Fin Capital, Inc. | 2.13% | Add +8.1% | 276,970 | $14.7M |
| NewEdge Advisors, LLC | 0.04% | Add +11.0% | 276,207 | $14.7M |
| Rational Advisors, Inc. | 1.39% | New | 271,160 | $14.4M |
| D.A. Davidson & Co. | 0.08% | Add +2.2% | 267,934 | $14.2M |
| Colton Groome Financial Advisors, LLC | 3.36% | Add +6.1% | 261,214 | $13.9M |
| Castleark Management LLC | 0.37% | No change | 259,994 | $13.8M |
| Bar Harbor Wealth Management | 0.73% | Reduce -1.6% | 257,358 | $13.7M |
| Creative Planning | 0.01% | Add +17.3% | 255,644 | $13.6M |
| World Investment Advisors | 0.22% | Reduce -1.6% | 254,606 | $13.5M |
| Modern Wealth Management, LLC | 0.16% | Add +2.7% | 254,655 | $13.5M |
| WESPAC Advisors SoCal, LLC | 2.41% | Add +25.4% | 253,160 | $13.5M |
| Caldwell Trust Co | 1.08% | Add +1.8% | 250,113 | $13.3M |
| First American Trust, FSB | 0.79% | Add +29.0% | 246,523 | $13.1M |
| First Trust Advisors LP | 0.01% | Add +2.9% | 242,743 | $12.9M |
| Fifth Third Bancorp | 0.02% | Reduce -1.4% | 242,741 | $12.9M |
| Rockefeller Capital Management L.P. | 0.02% | Add +0.7% | 242,572 | $12.9M |
| Naples Global Advisors, LLC | 0.78% | Add +10.4% | 237,811 | $12.6M |
| Jmac Enterprises LLC | 2.10% | Add +14.2% | 234,126 | $12.4M |
| 49 Wealth Management, LLC | 2.36% | New | 232,254 | $12.3M |
| Alongside, LLC | 2.35% | — | 232,254 | $12.3M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +2.1% | 231,299 | $12.3M |
| Mendota Financial Group, LLC | 7.59% | Add +10.3% | 230,266 | $12.2M |
| Summit Wealth Partners, LLC | 1.73% | Reduce -16.1% | 228,606 | $12.2M |
| Onyx Bridge Wealth Group LLC | 1.09% | Add +378.4% | 228,395 | $12.1M |
| Capstone Wealth Management Group, LLC | 4.19% | New | 223,045 | $11.9M |
| Anchor Capital Advisors LLC | 0.33% | Reduce -0.3% | 220,463 | $11.7M |
| TPG Financial Advisors, LLC | 3.46% | Add +4.9% | 218,163 | $11.6M |
| Burns Matteson Capital Management, LLC | 3.69% | Add +16.1% | 218,148 | $11.6M |
| Semitam Bonam LLC | 8.42% | Add +5.3% | 215,503 | $11.5M |
| Park Avenue Securities LLC | 0.07% | Add +10.0% | 213,516 | $11.4M |
| Carl P. Sherr & Co., LLC | 4.67% | Add +4.2% | 209,596 | $11.1M |
| Sigma Planning Corp | 0.28% | Add +3.9% | 209,320 | $11.1M |
| Ticino Wealth | 3.41% | Add +11.5% | 203,319 | $10.8M |
| Empowered Funds, LLC | 0.06% | Add +22.3% | 203,993 | $10.8M |
| Mittelman Wealth Management | 7.02% | Reduce -81.7% | 39,056 | $10.6M |
| Banque Transatlantique SA | 0.23% | New | 199,121 | $10.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +27.6% | 193,657 | $10.3M |
| Natixis Advisors, LLC | 0.01% | Add +29.2% | 191,034 | $10.2M |
| Rebalance, LLC | 0.53% | Add +10.5% | 189,127 | $10.1M |
| NewSquare Capital LLC | 0.75% | Add +5.9% | 189,074 | $10.1M |
| AMJ Financial Wealth Management | 2.36% | No change | 187,237 | $10.0M |
| Galvin, Gaustad & Stein, LLC | 0.74% | Reduce -7.4% | 187,129 | $9.9M |
| NorthRock Partners, LLC | 0.14% | Reduce -5.1% | 186,286 | $9.9M |
| CoreCap Advisors, LLC | 0.29% | Add +12.6% | 183,028 | $9.7M |
| LaSalle St. Investment Advisors, LLC | 1.18% | Add +3.0% | 182,316 | $9.7M |
| Phoenix Financial Ltd. | 0.07% | Add +18.3% | 182,199 | $9.7M |
| Freestate Advisors LLC | 7.17% | Add +0.5% | 180,403 | $9.6M |
| Proffitt & Goodson Inc. | 1.24% | Reduce -44.6% | 169,812 | $9.0M |
| Oppenheimer & Co. Inc. | 0.10% | Add +13.3% | 169,163 | $9.0M |
| DAVENPORT & Co LLC | 0.05% | Add +1.2% | 169,105 | $9.0M |
| Compound Planning, Inc. | 0.23% | Reduce -0.5% | 168,033 | $8.9M |
| Theory Financial LLC | 2.79% | Reduce -1.3% | 166,224 | $8.8M |
| Citigroup Inc. | 0.00% | Reduce -4.3% | 165,718 | $8.8M |
| National Bank of Canada | 0.01% | Add +1.2% | 165,611 | $8.8M |
| Mutual Advisors, LLC | 0.16% | Reduce -81.8% | 162,056 | $8.6M |
| Aspen Investment Management Inc | 2.32% | Add +2.9% | 162,040 | $8.6M |
| Manhattan West Asset Management, LLC | 1.43% | Add +48.1% | 161,242 | $8.6M |
| Becker Capital Management Inc. | 0.23% | Add +5.1% | 158,867 | $8.4M |
| Destination Wealth Management | 0.19% | Add +6.8% | 153,126 | $8.1M |
| Highline Wealth Partners LLC | 1.59% | Reduce -28.3% | 146,736 | $7.8M |
| Asio Capital, LLC | 1.00% | Reduce -6.2% | 146,190 | $7.8M |
| Leuthold Group, LLC | 0.76% | Reduce -3.5% | 142,552 | $7.6M |
| Darrow Company, Inc. | 2.91% | Add +6.9% | 141,012 | $7.5M |
| Betterment LLC | 0.01% | Add +2.4% | 140,587 | $7.5M |
| Invera Wealth Advisors, LLC | 4.00% | Add +7.0% | 140,153 | $7.5M |
| D L Carlson Investment Group Inc. | 1.17% | Reduce -0.7% | 138,502 | $7.4M |
| Farther Finance Advisors, LLC | 0.06% | Add +16.7% | 136,376 | $7.3M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -31.3% | 135,227 | $7.2M |
| Prasad Wealth Partners, LLC | 1.68% | Reduce -13.3% | 131,233 | $7.0M |
| Maia Wealth LLC | 1.03% | Add +40.0% | 131,046 | $7.0M |
| Goldstone Financial Group, LLC | 0.63% | Reduce -15.9% | 130,482 | $6.9M |
| Captrust Financial Advisors | 0.01% | Add +16.1% | 129,223 | $6.9M |
| Hennion & Walsh Asset Management, Inc. | 0.19% | Add +4.2% | 128,121 | $6.8M |
| Prudential Financial Inc. | 0.01% | No change | 127,384 | $6.8M |
| Vise Technologies, Inc. | 0.08% | Add +54.7% | 125,443 | $6.7M |
| Stephens Inc. | 0.07% | Reduce -6.7% | 125,437 | $6.7M |
| Balance Wealth Partners LLC | 1.73% | Add +1.4% | 122,537 | $6.5M |
| Investment Research Partners LLC | 2.19% | New | 121,847 | $6.5M |
| RiverFront Investment Group, LLC | 0.08% | Add +26.9% | 118,379 | $6.3M |
| One Wealth Map LLC | 2.91% | Add +10.4% | 119,212 | $6.2M |
| Patriot Investment Management Group, Inc. | 0.36% | Add +1.9% | 116,746 | $6.2M |
| Winthrop Partners - WNY, LLC | 3.05% | Add +1.4% | 116,030 | $6.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.72% | Add +8.4% | 114,881 | $6.1M |
| City State Bank | 1.40% | Add +1.4% | 114,780 | $6.1M |
| Herold Advisors, Inc. | 1.15% | Add +13.2% | 109,570 | $5.8M |
| Goelzer Investment Management, Inc. | 0.25% | Reduce -6.7% | 109,441 | $5.8M |
| LFA - Lugano Financial Advisors SA | 3.44% | Add +10.2% | 108,384 | $5.7M |
| Planwiser Financial, LLC | 3.93% | Add +6.2% | 106,302 | $5.7M |
| JB Capital LLC | 0.19% | Reduce -11.9% | 104,696 | $5.6M |
| Conning Inc. | 0.17% | No change | 100,754 | $5.4M |
| Agate Pass Investment Management, LLC | 1.97% | Add +19.5% | 100,402 | $5.3M |
| Knightsbridge Asset Management, LLC | 0.70% | Add +3.3% | 99,848 | $5.3M |
| Viaable, LLC | 4.32% | — | 98,145 | $5.2M |
| Waverly Advisors, LLC | 0.03% | Reduce -2.5% | 97,750 | $5.2M |
| Shelter Mutual Insurance Co | 1.09% | No change | 97,200 | $5.2M |
| HM Payson & Co. | 0.07% | No change | 94,511 | $5.0M |
| Kingsview Wealth Management, LLC | 0.06% | Add +6.2% | 93,852 | $5.0M |
| MV Capital Management, Inc. | 0.44% | Add +0.1% | 92,462 | $4.9M |
| Man Group plc | 0.01% | Add +1558.9% | 92,416 | $4.9M |
| CIBC Bancorp USA Inc. | 0.01% | Add +0.4% | 90,560 | $4.8M |
| Checchi Capital Advisers, LLC | 0.30% | Reduce -0.1% | 90,164 | $4.8M |
| Peoples Bank | 2.44% | Add +15.7% | 89,259 | $4.7M |
| Bartlett & Co. Wealth Management LLC | 0.06% | Reduce -1.0% | 88,576 | $4.7M |
| Banco Santander, S.A. | 0.03% | Reduce -6.7% | 87,712 | $4.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -55.2% | 85,589 | $4.6M |
| Stratos Investment Management, LLC | 0.16% | Reduce -0.4% | 84,963 | $4.5M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -2.3% | 84,674 | $4.5M |
| YHB Investment Advisors, Inc. | 0.29% | Add +15.8% | 83,954 | $4.5M |
| Independent Financial Group, LLC | 0.08% | Reduce -3.2% | 83,675 | $4.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +90.4% | 83,212 | $4.4M |
| Breakwater Capital Group | 0.53% | Add +6.6% | 83,172 | $4.4M |
| Oppenheimer Asset Management Inc. | 0.05% | Reduce -3.3% | 83,075 | $4.4M |
| XML Financial, LLC | 0.32% | Add +419.9% | 81,823 | $4.4M |
| 1832 Asset Management L.P. | 0.01% | Add +1.3% | 81,697 | $4.3M |
| SageView Advisory Group, LLC | 0.14% | Reduce -1.7% | 81,404 | $4.3M |
| Fiduciary Alliance LLC | 0.29% | Add +8.4% | 80,224 | $4.3M |
| FDx Advisors, Inc. | 1.25% | Reduce -6.6% | 78,217 | $4.2M |
| Consilio Wealth Advisors, LLC | 0.97% | Add +0.4% | 75,788 | $4.0M |
| Private Advisory Group LLC | 0.22% | Add +12.9% | 75,306 | $4.0M |
| Center For Asset Management LLC | 1.76% | Add +1.7% | 74,538 | $4.0M |
| James Investment Research, Inc. | 0.40% | Add +0.0% | 73,864 | $3.9M |
| Chesley Taft & Associates LLC | 0.15% | Add +4.9% | 73,726 | $3.9M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -53.5% | 73,436 | $3.9M |
| BlueSky Wealth Advisors, LLC | 0.45% | Add +121.5% | 72,763 | $3.9M |
| Invested Advisors | 3.41% | New | 72,615 | $3.9M |
| Blue Trust, Inc. | 0.04% | Reduce -12.8% | 71,954 | $3.8M |
| Van Hulzen Asset Management, LLC | 0.27% | Reduce -7.4% | 70,867 | $3.8M |
| Eagle Wealth Advisors LLC | 2.87% | Add +28.6% | 70,807 | $3.8M |
| Forte Asset Management LLC | 1.53% | Add +1.0% | 70,315 | $3.7M |
| PW Advisors, LLC \ FL | 2.49% | Add +5.1% | 70,224 | $3.7M |
| Wealthstar Advisors, LLC | 1.85% | Reduce -0.4% | 70,012 | $3.7M |
| SWS Partners | 0.80% | Add +4.2% | 69,976 | $3.7M |
| Smartleaf Asset Management LLC | 0.12% | No change | 68,383 | $3.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -0.8% | 68,461 | $3.6M |
| Israel Discount Bank of New York | 6.61% | Add +10.8% | 67,106 | $3.6M |
| Financial Management, Inc. | 2.89% | Add +4.3% | 66,386 | $3.5M |
| Great Diamond Partners, LLC | 0.58% | Add +5.6% | 63,843 | $3.4M |
| DMC Group, LLC | 2.31% | Reduce -2.4% | 63,399 | $3.4M |
| North Dakota State Investment Board | 0.14% | Reduce -70.3% | 63,000 | $3.3M |
| Procyon Advisors, LLC | 0.14% | Reduce -7.0% | 62,663 | $3.3M |
| &partners | 0.01% | Add +7.0% | 62,431 | $3.1M |
| HSBC Holdings PLC | 0.00% | Reduce -8.8% | 58,905 | $3.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +0.3% | 58,397 | $3.1M |
| Nwam LLC | 0.15% | New | 58,039 | $3.1M |
| Advisory Research Inc. | 0.31% | No change | 57,761 | $3.1M |
| Kingswood Wealth Advisors, LLC | 0.12% | Reduce -2.3% | 57,516 | $3.1M |
| Ackerman Capital Advisors, LLC | 0.61% | Reduce -2.0% | 57,211 | $3.0M |
| SCS Capital Management LLC | 0.03% | Reduce -4.8% | 56,117 | $3.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +5.2% | 54,807 | $2.9M |
| Apollon Wealth Management, LLC | 0.03% | Add +12.0% | 53,740 | $2.9M |
| TAGStone Capital, Inc. | 0.90% | Add +11.6% | 53,409 | $2.8M |
| Basso Capital Management, L.P. | 0.69% | New | 52,815 | $2.8M |
| Tranquilli Financial Advisor LLC | 1.51% | Add +10.4% | 52,650 | $2.8M |
| Courage Miller Partners, LLC | 0.73% | Add +0.7% | 51,690 | $2.7M |
| Parsons Capital Management Inc. | 0.12% | Reduce -1.2% | 51,336 | $2.7M |
| Private Wealth Management Group, LLC | 0.63% | Reduce -0.9% | 50,810 | $2.7M |
| Fisher Asset Management | 0.00% | Reduce -0.4% | 49,385 | $2.6M |
| Optima Capital LLC | 1.03% | Add +14.6% | 49,275 | $2.6M |
| Avail Investment Partners, LLC | 2.02% | New | 49,232 | $2.6M |
| Ballentine Partners, LLC | 0.03% | Add +0.7% | 48,924 | $2.6M |
| Hengehold Capital Management LLC | 0.20% | Add +4.8% | 48,509 | $2.6M |
| JT Stratford LLC | 0.28% | Add +9.2% | 48,484 | $2.6M |
| AMG National Trust Bank | 0.05% | Reduce -16.5% | 48,258 | $2.6M |
| UMB Bank, n.a. | 0.03% | Reduce -3.4% | 47,042 | $2.5M |
| Bigelow Investment Advisors, LLC | 0.90% | Add +7.6% | 47,002 | $2.5M |
| Outlook Wealth Advisors, LLC | 0.53% | Add +2.3% | 46,385 | $2.5M |
| Hilltop Holdings Inc. | 0.20% | Reduce -7.5% | 46,163 | $2.5M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +3.2% | 45,848 | $2.4M |
| Diversified Portfolios, Inc. | 0.17% | Add +67.5% | 45,075 | $2.4M |
| Keeler Thomas Management LLC | 0.84% | Add +2.7% | 44,575 | $2.4M |
| Forza Wealth Management, LLC | 0.73% | Add +1.3% | 44,461 | $2.4M |
| Gateway Wealth Partners, LLC | 0.14% | Reduce -11.5% | 44,289 | $2.4M |
| Mgo One Seven LLC | 0.04% | Reduce -3.7% | 44,168 | $2.3M |
| Capital Investment Counsel, LLC | 0.29% | Add +2.9% | 43,788 | $2.3M |
| IHT Wealth Management, LLC | 0.05% | Reduce -5.0% | 43,464 | $2.3M |
| Bridgewater Advisors Inc. | 0.12% | Add +12.0% | 43,863 | $2.3M |
| Winter & Associates, Inc. | 1.69% | Add +48.2% | 42,325 | $2.3M |
| Eagle Global Advisors LLC | 0.07% | Add +0.6% | 41,175 | $2.2M |
| Busey Bank | 0.05% | Reduce -1.3% | 40,842 | $2.2M |
| Calamos Wealth Management LLC | 0.07% | Add +31.7% | 40,593 | $2.2M |
| Charles Schwab Trust Co | 0.12% | Add +6.5% | 40,219 | $2.1M |
| Montecito Bank & Trust | 0.32% | Add +6.4% | 39,980 | $2.1M |
| Strategic Investment Advisors / MI | 0.13% | Reduce -3.8% | 39,710 | $2.1M |
| Squire Investment Management Company, LLC | 0.51% | Add +1.2% | 39,657 | $2.1M |
| Seeds Investor LLC | 0.22% | Add +98.7% | 39,499 | $2.1M |
| Engineers Gate Manager LP | 0.03% | New | 39,136 | $2.1M |
| Absolute Capital Management, LLC | 0.51% | Reduce -16.5% | 38,127 | $2.0M |
| Reicon Wealth Advisors, LLC | 1.26% | Add +587.4% | 37,843 | $2.0M |
| Cumberland Partners Ltd | 0.13% | Add +7.8% | 37,673 | $2.0M |
| Savvy Advisors, Inc. | 0.04% | Add +50.3% | 37,361 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +12.6% | 37,070 | $2.0M |
| Fidelis Capital Partners, LLC | 0.11% | Add +10.2% | 36,971 | $2.0M |
| Capital Analysts, LLC | 0.04% | Add +13.5% | 36,120 | $1.9M |
| Davis R M Inc. | 0.03% | Reduce -11.7% | 36,050 | $1.9M |
| Royal Fund Management, LLC | 0.16% | Add +7.6% | 35,704 | $1.9M |
| Archvest Wealth Advisors, Inc. | 1.09% | Add +0.9% | 35,269 | $1.9M |
| WESPAC Advisors, LLC | 0.90% | Add +9.1% | 34,597 | $1.8M |
| Voya Financial Advisors, Inc. | 0.16% | Add +42.9% | 34,310 | $1.8M |
| Urban Wealth Management, LLC | 1.58% | New | 34,094 | $1.8M |
| Renaissance Technologies | 0.00% | New | 33,800 | $1.8M |
| Flputnam Investment Management Co. | 0.02% | Reduce -10.7% | 33,228 | $1.8M |
| Wealth Enhancement Trust Services, Inc. | 0.19% | Add +7.7% | 32,983 | $1.8M |
| Advisory Services Network, LLC | 0.02% | Add +2.3% | 32,763 | $1.7M |
| Barclays PLC | 0.00% | No change | 31,697 | $1.7M |
| Adapt Wealth Advisors, LLC | 0.55% | Reduce -6.0% | 31,667 | $1.7M |
| Prospera Financial Services Inc | 0.02% | Add +8.0% | 31,477 | $1.7M |
| Market Street Wealth Management Advisors LLC | 0.24% | No change | 31,084 | $1.7M |
| JPL Wealth Management, LLC | 0.32% | Reduce -5.1% | 30,253 | $1.6M |
| Benjamin Edwards Inc. | 0.01% | Reduce -2.6% | 30,153 | $1.6M |
| Valtrion Capital Management, LLC | 1.19% | Add +9.3% | 30,142 | $1.6M |
| Hidden Cove Wealth Management, LLC | 0.86% | Reduce -3.5% | 29,312 | $1.6M |
| First International Bank of Israel Ltd. | 0.42% | New | 29,207 | $1.6M |
| LightSquare Wealth Management, LLC | 1.07% | Reduce -6.7% | 29,158 | $1.6M |
| Founders Financial Securities LLC | 0.08% | Add +2.1% | 28,726 | $1.5M |
| Allworth Financial LP | 0.01% | Add +10.9% | 28,674 | $1.5M |
| Whittier Trust Co. | 0.01% | No change | 28,757 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.03% | New | 28,541 | $1.5M |
| Turtle Creek Wealth Advisors, LLC | 0.08% | New | 28,370 | $1.5M |
| Pinnacle Family Advisors, LLC | 0.63% | Reduce -2.6% | 28,315 | $1.5M |
| Sax Wealth Advisors, LLC | 0.06% | Add +31.2% | 28,175 | $1.5M |
| Manchester Capital Management LLC | 0.19% | Add +110.1% | 28,047 | $1.5M |
| Union Bancaire Privee, UBP SA | 0.02% | No change | 27,647 | $1.5M |
| Crescent Grove Advisors, LLC | 0.12% | New | 26,935 | $1.4M |
| Texas Bank & Trust Co | 0.47% | Add +0.4% | 26,882 | $1.4M |
| Lowe Brockenbrough & Co. Inc. | 0.06% | Add +5.3% | 26,813 | $1.4M |
| Higgins & Schmidt Wealth Strategies LLC | 0.58% | Add +215.5% | 26,659 | $1.4M |
| PKS Advisory Services, LLC | 0.23% | Add +2.5% | 26,542 | $1.4M |
| Steinberganna Wealth Management | 0.57% | Reduce -0.9% | 26,284 | $1.4M |
| Crux Wealth Advisors | 0.48% | Add +2.5% | 26,014 | $1.4M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -4.3% | 25,792 | $1.4M |
| Fire Capital Management LLC | 0.54% | Add +6.8% | 25,038 | $1.3M |
| Cary Street Partners Financial LLC | 0.03% | Add +0.3% | 24,974 | $1.3M |
| Composition Wealth, LLC | 0.02% | Reduce -22.9% | 24,955 | $1.3M |
| Quadrature Capital Ltd | 0.01% | New | 24,880 | $1.3M |
| TFB Advisors LLC | 0.58% | Add +0.0% | 24,872 | $1.3M |
| Boltwood Capital Management | 0.30% | Add +1.4% | 24,231 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +22.4% | 23,023 | $1.2M |
| Interactive Financial Advisors, Inc. | 0.75% | Reduce -4.9% | 23,058 | $1.2M |
| Thryve Wealth Management LLC | 0.68% | Reduce -4.0% | 22,879 | $1.2M |
| ETF Portfolio Partners, Inc. | 0.28% | Reduce -0.4% | 22,321 | $1.2M |
| Regal Investment Advisors LLC | 0.06% | Reduce -14.5% | 21,788 | $1.2M |
| Grey Ledge Advisors, LLC | 0.23% | Add +5.3% | 21,734 | $1.2M |
| Titleist Asset Management, LLC | 0.08% | Add +4.7% | 21,693 | $1.2M |
| Asset One Wealth Management LLC | 0.12% | Add +5.5% | 21,540 | $1.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -5.1% | 21,089 | $1.1M |
| United Advisor Group, LLC | 0.12% | Add +3.6% | 20,773 | $1.1M |
| IFP Advisors, Inc | 0.02% | Reduce -4.8% | 20,560 | $1.1M |
| Pure Financial Advisors, LLC | 0.01% | Add +70.9% | 20,557 | $1.1M |
| Edmond DE Rothschild Holding S.A. | 0.01% | Add +3.3% | 20,097 | $1.1M |
| Hexagon Capital Partners LLC | 0.15% | Add +18.7% | 20,093 | $1.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -88.2% | 20,000 | $1.1M |
| Global Retirement Partners, LLC | 0.02% | — | 19,581 | $1.0M |
| Brucke Financial, Inc. | 0.46% | Add +34.8% | 19,436 | $1.0M |
| Horizon Investment Services, LLC | 0.29% | Reduce -0.8% | 19,387 | $1.0M |
| Tilia Fiduciary Partners, Inc. | 0.49% | Reduce -2.7% | 19,274 | $1.0M |
| Diversify Advisory Services, LLC | 0.02% | New | 19,425 | $1.0M |
| Diversify Wealth Management, LLC | 0.02% | Reduce -2.4% | 19,425 | $1.0M |
| Arkadios Wealth Advisors | 0.02% | Reduce -9.1% | 19,106 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -21.0% | 18,911 | $1.0M |
| Lazard Asset Management LLC | 0.00% | No change | 18,900 | $1.0M |
| Revisor Wealth Management LLC | 0.24% | Reduce -52.7% | 18,725 | $996K |
| Atria Investments, Inc | 0.01% | Reduce -2.4% | 18,440 | $980K |
| PW Nova Financial Services LLC | 0.21% | Add +8.3% | 18,313 | $974K |
| Holistic Financial Partners | 0.59% | Reduce -29.7% | 18,277 | $972K |
| Tiemann Investment Advisors, LLC | 0.35% | No change | 18,165 | $966K |
| Wescott Financial Advisory Group, LLC | 0.07% | Add +2.3% | 18,162 | $966K |
| Paces Ferry Wealth Advisors, LLC | 0.36% | Add +13.7% | 18,070 | $961K |
| Tenet Wealth Partners, LLC | 0.71% | — | 18,261 | $956K |
| Phillips Financial Management, LLC | 0.07% | Reduce -25.8% | 17,923 | $953K |
| Private Trust Co. NA | 0.08% | Add +35.9% | 17,837 | $948K |
| Centennial Bank | 0.30% | Add +3.6% | 17,792 | $946K |
| Roehl & Yi Investment Advisors, LLC | 0.31% | New | 945,471 | $945K |
| Vicus Capital | 0.06% | Add +1.9% | 17,633 | $938K |
| Gsa Capital Partners LLP | 0.06% | Reduce -70.3% | 17,612 | $936K |
| Payne Capital LLC | 0.77% | Reduce -0.7% | 17,363 | $923K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +16.5% | 17,138 | $911K |
| Heck Capital Advisors, LLC | 0.05% | Reduce -5.9% | 17,032 | $906K |
| Simon Quick Advisors, LLC | 0.04% | No change | 16,684 | $887K |
| Panoramic Capital Partners, LLC | 0.41% | No change | 16,435 | $874K |
| F/m Investments LLC | 0.04% | Add +8.5% | 16,335 | $868K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +7.2% | 16,165 | $860K |
| North Dallas Bank & Trust Co. | 0.51% | No change | 16,025 | $852K |
| AmeriServ Wealth Advisors | 0.56% | Reduce -42.2% | 15,942 | $848K |
| Sanchez Gaunt Capital Management, LLC | 0.47% | Reduce -2.8% | 15,897 | $845K |
| Miller Capital Partners, Inc. | 0.33% | Add +17.5% | 15,745 | $837K |
| Waystone Advisors LLC | 0.62% | Reduce -3.3% | 15,680 | $834K |
| Peddock Capital Advisors, LLC | 0.17% | Add +4.9% | 15,583 | $829K |
| SWP Financial LLC | 0.38% | Reduce -18.3% | 15,490 | $824K |
| Independent Advisor Alliance | 0.02% | Reduce -31.8% | 15,364 | $817K |
| Wedbush Securities Inc. | 0.02% | Add +3.3% | 15,334 | $815K |
| Perigon Wealth Management, LLC | 0.01% | Add +55.4% | 15,136 | $805K |
| Mitchell Sinkler & Starr | 0.33% | Reduce -7.5% | 14,871 | $791K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +5.5% | 14,861 | $790K |
| Trivium Point Advisory, LLC | 0.07% | New | 14,843 | $789K |
| Act Wealth Management, LLC | 0.23% | No change | 14,815 | $788K |
| Legacy Capital Group California, Inc. | 0.23% | Reduce -1.1% | 14,605 | $777K |
| Allianz SE | 0.01% | No change | 14,597 | $776K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -3.3% | 14,525 | $772K |
| Prossimo Advisors, LLC | 4.38% | Add +3.1% | 14,272 | $759K |
| Hobbs Group Advisors, LLC | 0.20% | Reduce -7.7% | 14,106 | $750K |
| Harbour Investments, Inc. | 0.01% | Add +44.0% | 14,050 | $747K |
| Integrated Wealth Concepts LLC | 0.00% | Add +16.4% | 13,990 | $744K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -5.4% | 13,566 | $721K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | Add +9.6% | 13,565 | $721K |
| Hoxton Planning & Management, LLC | 0.19% | Add +3.7% | 13,545 | $720K |
| Perryman Financial Advisory Inc. | 0.10% | Add +66.3% | 13,516 | $719K |
| Bangor Savings Bank | 0.05% | Reduce -14.3% | 13,492 | $717K |
| Lewis Asset Management, LLC | 0.25% | Add +12.7% | 13,429 | $714K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +58.9% | 13,394 | $712K |
| Apriem Advisors | 0.06% | Add +32.1% | 13,234 | $704K |
| Hudson Portfolio Management LLC | 0.53% | No change | 13,090 | $696K |
| CWA Asset Management Group, LLC | 0.02% | Add +4.5% | 13,085 | $696K |
| Bingham Private Wealth, LLC | 0.48% | Add +4.7% | 13,065 | $695K |
| 4J Wealth Management LLC | 0.34% | Reduce -9.2% | 12,858 | $684K |
| Stelac Advisory Services LLC | 0.13% | No change | 12,718 | $676K |
| Lanark Financial, Inc. | 0.04% | Reduce -2.1% | 12,412 | $660K |
| Boyd Watterson Asset Management LLC | 0.18% | Add +6.1% | 12,313 | $655K |
| Bourgeon Capital Management LLC | 0.10% | No change | 12,300 | $654K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Add +81.3% | 12,195 | $648K |
| Fortis Capital Management LLC | 0.07% | Add +1.2% | 11,997 | $638K |
| GFI Investment Counsel Ltd. | 0.09% | No change | 11,984 | $637K |
| Regions Financial Corp. | 0.00% | Add +28.8% | 11,961 | $636K |
| Emerald Investment Advisers, LLC | 0.04% | Add +24.7% | 11,757 | $625K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.8% | 11,685 | $621K |
| Meitav Investment House Ltd. | 0.00% | New | 11,651 | $619K |
| EFG International AG | 0.01% | No change | 11,490 | $611K |
| Equita Financial Network, Inc. | 0.17% | No change | 11,480 | $610K |
| Courier Capital LLC | 0.03% | Reduce -1.4% | 11,371 | $605K |
| Axis Wealth Partners, LLC | 0.29% | Reduce -0.2% | 11,245 | $598K |
| Meridian Financial Advisors, LLC | 0.29% | Add +13.9% | 11,174 | $594K |
| Calamos Advisors LLC | 0.00% | Reduce -74.4% | 11,151 | $593K |
| Keel Point, LLC | 0.04% | Add +4.4% | 11,149 | $593K |
| Choreo, LLC | 0.01% | Add +0.0% | 10,937 | $582K |
| Navigation Group, LLC | 0.11% | Add +8.2% | 10,926 | $581K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +3.1% | 10,730 | $571K |
| KPP Advisory Services LLC | 0.07% | Add +12.8% | 10,702 | $569K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -9.8% | 10,696 | $569K |
| Duncker Streett & Co. Inc. | 0.10% | Reduce -23.3% | 10,651 | $566K |
| Brookstone Capital Management | 0.01% | Reduce -4.4% | 10,485 | $557K |
| FOCUS Wealth Advisors, LLC | 0.26% | No change | 10,434 | $555K |
| NTV Asset Management LLC | 0.05% | No change | 10,394 | $553K |
| Resurgent Financial Advisors LLC | 0.15% | Reduce -1.3% | 10,355 | $551K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -7.5% | 10,251 | $545K |
| Simmons Bank | 0.03% | Reduce -1.5% | 10,247 | $545K |
| Lantern Wealth Advisors, LLC | 0.25% | Add +8.4% | 10,094 | $537K |
| Commerce Bank | 0.00% | Reduce -2.8% | 9,679 | $515K |
| Expressive Wealth LLC | 0.48% | Reduce -4.6% | 9,606 | $511K |
| Wealth Advisory Solutions, LLC | 0.10% | Add +2.0% | 9,593 | $510K |
| SHP Wealth Management | 0.03% | Reduce -11.2% | 9,484 | $504K |
| Arax Advisory Partners | 0.00% | Add +624.9% | 9,416 | $501K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -81.8% | 9,394 | $499K |
| Merited Wealth, LLC | 0.35% | Reduce -21.0% | 9,365 | $498K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -12.5% | 9,299 | $494K |
| Principal Securities, Inc. | 0.01% | Add +68.5% | 9,272 | $493K |
| Hilltop Partners LLC | 0.12% | Add +5.3% | 9,112 | $484K |
| Bellecapital International Ltd. | 0.08% | No change | 8,936 | $475K |
| TCTC Holdings, LLC | 0.01% | Add +57.0% | 8,879 | $472K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -0.1% | 8,941 | $471K |
| Transcendent Capital Group LLC | 0.18% | Add +0.1% | 8,817 | $469K |
| Ascent Group, LLC | 0.01% | Reduce -15.7% | 8,530 | $454K |
| Avior Wealth Management, LLC | 0.01% | Add +3.8% | 8,413 | $447K |
| Corient Private Wealth LP | 0.00% | Reduce -64.0% | 8,206 | $436K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +1.8% | 8,143 | $433K |
| Quantinno Capital Management LP | 0.00% | Reduce -13.4% | 8,099 | $431K |
| Western Wealth Management, LLC | 0.01% | Reduce -71.1% | 8,060 | $429K |
| Ceeto Capital Group, LLC | 0.12% | No change | 8,000 | $425K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +3.7% | 7,904 | $420K |
| Equitable Trust Co. | 0.02% | Add +0.6% | 7,871 | $419K |
| Sowell Financial Services LLC | 0.01% | Reduce -17.6% | 7,855 | $418K |
| First Heartland Consultants, Inc. | 0.03% | Add +34.2% | 7,813 | $415K |
| Exchange Bank | 0.25% | No change | 7,672 | $408K |
| Y.D. More Investments Ltd | 0.01% | Add +57.0% | 7,660 | $406K |
| Precision Wealth Strategies, LLC | 0.12% | Reduce -1.5% | 7,603 | $404K |
| Evolution Wealth Advisors, LLC | 0.05% | Reduce -39.2% | 7,476 | $398K |
| Sandhill Capital Partners LLC | 0.03% | Reduce -3.1% | 7,440 | $396K |
| NBT Bank, N.A. | 0.03% | Reduce -0.3% | 7,407 | $394K |
| Wynn Capital, LLC | 0.18% | No change | 7,400 | $393K |
| Clearstead Advisors, LLC | 0.00% | Reduce -10.2% | 7,367 | $392K |
| Transcend Capital Advisors, LLC | 0.03% | Add +13.2% | 7,340 | $390K |
| Cresset Asset Management, LLC | 0.00% | New | 7,252 | $386K |
| Sawgrass Asset Management LLC | 0.05% | Reduce -9.4% | 7,195 | $383K |
| Argent Trust Co | 0.01% | No change | 7,149 | $380K |
| PFG Investments, LLC | 0.01% | Reduce -0.1% | 7,132 | $379K |
| Quotient Wealth Partners, LLC | 0.01% | Add +4.9% | 7,068 | $376K |
| Visionary Wealth Advisors | 0.01% | Add +54.0% | 6,769 | $360K |
| Evanson Financial, LLC | 0.02% | — | 6,758 | $359K |
| Hofer & Associates. Inc | 0.17% | Add +7.4% | 6,568 | $349K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -10.5% | 6,561 | $349K |
| Members Wealth LLC | 0.19% | New | 6,500 | $346K |
| BSW Wealth Partners | 0.04% | No change | 6,500 | $346K |
| FC Advisory LLC | 0.09% | Reduce -5.3% | 6,471 | $344K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 6,347 | $337K |
| Paragon Capital Management Ltd | 0.06% | Reduce -3.8% | 6,267 | $333K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 6,226 | $331K |
| Walleye Partners, LLC | 0.37% | Reduce -26.3% | 6,179 | $329K |
| Kelly Financial Services LLC | 0.07% | Reduce -3.4% | 6,163 | $328K |
| Pinion Investment Advisors, LLC | 0.06% | Add +10.9% | 6,077 | $323K |
| Sheets Smith Wealth Management | 0.03% | No change | 6,000 | $319K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -63.1% | 5,977 | $318K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -2.0% | 5,974 | $318K |
| Roan Capital Partners | 0.26% | Reduce -0.0% | 5,930 | $315K |
| Capital Wealth Management, LLC | 0.07% | New | 5,870 | $312K |
| Ancora Advisors LLC | 0.01% | Reduce -17.1% | 5,821 | $310K |
| Cape Cod Five Cents Savings Bank | 0.02% | — | 5,740 | $305K |
| Inman Jager Wealth Management, LLC | 0.16% | No change | 5,712 | $304K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -4.0% | 5,754 | $303K |
| Pettyjohn, Wood & White, Inc. | 0.04% | Reduce -3.4% | 5,625 | $299K |
| Retireful, LLC | 0.28% | New | 5,617 | $299K |
| Tyche Wealth Partners LLC | 0.04% | New | 5,613 | $298K |
| McAdam, LLC | 0.01% | Reduce -42.9% | 5,553 | $295K |
| Old National Bancorp | 0.01% | New | 5,513 | $293K |
| Verus Capital Partners, LLC | 0.02% | No change | 5,484 | $292K |
| Seaside Wealth Management, Inc. | 0.07% | No change | 5,470 | $291K |
| Genesis Wealth Advisors, LLC | 0.17% | No change | 5,373 | $286K |
| Adams Wealth Management | 0.05% | Reduce -22.1% | 5,367 | $285K |
| CacheTech Inc. | 0.05% | Reduce -22.1% | 5,367 | $285K |
| Heritage Investors Management Corp. | 0.01% | Reduce -7.7% | 5,365 | $285K |
| Rossby Financial, LCC | 0.05% | Reduce -8.9% | 5,329 | $283K |
| PFG Advisors | 0.01% | Reduce -1.1% | 5,327 | $283K |
| Brighton Jones LLC | 0.01% | Add +0.7% | 5,305 | $282K |
| Security National Bank of Sioux City Iowa | 0.12% | New | 5,299 | $282K |
| Flagstar Securities, Inc. | 0.08% | Add +0.8% | 5,274 | $280K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 5,248 | $279K |
| Leavell Investment Management, Inc. | 0.01% | No change | 5,210 | $277K |
| RFG Advisory, LLC | 0.00% | Reduce -55.3% | 5,197 | $276K |
| Integrity Alliance, Llc. | 0.01% | Add +21.9% | 5,189 | $276K |
| RiverGlades Family Offices LLC | 0.13% | Reduce -0.4% | 5,165 | $275K |
| Modera Wealth Management, LLC | 0.00% | Add +25.6% | 5,147 | $274K |
| SIMA Wealth Partners, LLC | 0.19% | Reduce -6.6% | 5,107 | $272K |
| First National Bank of Omaha | 0.01% | Add +1.5% | 5,006 | $267K |
| Savant Capital, LLC | 0.00% | Add +4.9% | 4,978 | $264K |
| Beacon Capital Management, Inc. | 0.02% | Add +14.0% | 4,963 | $264K |
| Lee Financial Co | 0.03% | No change | 4,950 | $263K |
| Spire Wealth Management | 0.01% | No change | 4,939 | $263K |
| Merit Financial Group, LLC | 0.00% | Reduce -18.2% | 4,939 | $263K |
| Kintra Wealth, LLC | 0.01% | Reduce -94.9% | 4,945 | $259K |
| KFA Private Wealth Group, LLC | 0.06% | New | 4,812 | $256K |
| Maridea Wealth Management LLC | 0.03% | Add +22.1% | 4,792 | $255K |
| Apella Capital, LLC | 0.00% | No change | 4,805 | $253K |
| RDA Financial Network | 0.06% | Reduce -0.3% | 4,756 | $253K |
| City National Bank of Florida | 0.10% | No change | 4,679 | $249K |
| Crumly & Associates Inc. | 0.05% | No change | 4,625 | $246K |
| John W. Brooker & Co., CPAs | 0.30% | Add +1.9% | 4,623 | $246K |
| UNIVEST FINANCIAL Corp | 0.01% | New | 4,594 | $244K |
| Triad Wealth Partners, LLC | 0.01% | New | 4,624 | $241K |
| Pathstone Holdings, LLC | 0.00% | Add +0.7% | 4,533 | $241K |
| Piscataqua Savings Bank | 0.16% | Add +103.4% | 4,525 | $241K |
| OneAscent Financial Services LLC | 0.01% | Reduce -0.9% | 4,507 | $240K |
| Cambient Family Office, LLC | 0.03% | New | 4,474 | $238K |
| Continuum Advisory, LLC | 0.02% | New | 4,421 | $235K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.05% | New | 4,376 | $233K |
| Cibc World Market Inc. | 0.00% | Reduce -1.8% | 4,336 | $231K |
| Farrell Financial LLC | 0.12% | Add +1.2% | 4,317 | $230K |
| Sage Advisory Services, Ltd.Co. | 0.11% | Add +8.8% | 4,292 | $228K |
| Trilogy Capital Inc. | 0.01% | No change | 4,183 | $222K |
| Prostatis Group LLC | 0.05% | Reduce -9.1% | 4,155 | $221K |
| Parkside Financial Bank & Trust | 0.02% | Add +9.9% | 4,147 | $220K |
| Gradient Capital Advisors, LLC | 0.05% | No change | 4,141 | $220K |
| Promethium Advisors,llc | 0.11% | Reduce -6.2% | 4,131 | $220K |
| Lutz Financial Services LLC | 0.01% | No change | 4,007 | $213K |
| Gradient Investments LLC | 0.00% | Reduce -99.5% | 4,001 | $213K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.5% | 3,993 | $212K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | Reduce -10.9% | 3,988 | $212K |
| Vista Investment Management | 0.06% | Reduce -6.5% | 3,947 | $210K |
| Capital Investment Advisors, LLC | 0.00% | New | 3,934 | $209K |
| Guyasuta Investment Advisors Inc. | 0.01% | New | 3,931 | $209K |
| MainStreet Investment Advisors LLC | 0.03% | New | 3,775 | $201K |
| Haverford Financial Services, Inc. | 0.06% | New | 3,767 | $200K |
| AE Wealth Management LLC | 0.00% | Reduce -27.5% | 3,724 | $198K |
| Blair William & Co. | 0.00% | Add +7.1% | 3,678 | $196K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 3,656 | $194K |
| Financial Consulate, Inc. | 0.02% | Reduce -4.2% | 3,582 | $190K |
| AlphaCore Capital LLC | 0.00% | Reduce -15.7% | 3,427 | $182K |
| TD Capital Management LLC | 0.01% | Add +0.8% | 3,357 | $179K |
| Fiduciary Financial Advisors | 0.02% | New | 3,212 | $171K |
| Mark Sheptoff Financial Planning, LLC | 0.09% | Reduce -4.5% | 3,200 | $170K |
| Paladin Advisory Group, LLC | 0.11% | Reduce -9.1% | 3,059 | $163K |
| IMA Advisory Services, Inc. | 0.01% | New | 3,055 | $162K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -50.4% | 3,038 | $162K |
| CNB Bank | 0.06% | Reduce -1.4% | 2,818 | $150K |
| Rothschild Investment LLC | 0.01% | Add +265.7% | 2,765 | $147K |
| Webster Bank, N. A. | 0.01% | Reduce -24.1% | 2,678 | $142K |
| Morton Brown Family Wealth, LLC | 0.03% | No change | 2,486 | $132K |
| Hanson & Doremus Investment Management | 0.01% | Add +1.5% | 2,461 | $131K |
| Union Savings Bank | 0.05% | Reduce -43.6% | 2,406 | $128K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +140.0% | 2,400 | $128K |
| International Assets Investment Management, LLC | 0.01% | Reduce -0.1% | 2,214 | $117K |
| General Partner, Inc. | 0.06% | No change | 2,165 | $115K |
| Albion Financial Group | 0.01% | No change | 2,017 | $107K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +42.6% | 1,991 | $106K |
| Glassman Wealth Services | 0.01% | New | 1,900 | $101K |
| American Capital Advisory, LLC | 0.04% | No change | 1,815 | $97K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 1,614 | $86K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,483 | $79K |
| Ameriflex Group, Inc. | 0.03% | No change | 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% | Add +0.9% | 1,426 | $76K |
| Pacific Center for Financial Services | 0.02% | No change | 1,404 | $75K |
| Eastern Bank | 0.00% | Reduce -12.6% | 1,392 | $74K |
| IFG Advisory, LLC | 0.00% | New | 1,363 | $72K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,341 | $71K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 1,306 | $69K |
| REAP Financial Group, LLC | 0.01% | New | 1,233 | $66K |
| CVA Family Office, LLC | 0.01% | No change | 1,196 | $64K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -48.4% | 1,025 | $55K |
| Birchwood Financial Partners, Inc. | 0.04% | No change | 1,000 | $53K |
| Viewpoint Capital Management LLC | 0.03% | Add +604.2% | 1,000 | $53K |
| Realta Investment Advisors | 0.02% | Reduce -44.5% | 995 | $53K |
| Parallel Advisors, LLC | 0.00% | Reduce -33.0% | 853 | $45K |
| Blueline Advisors LLC | 0.03% | Add +0.0% | 817 | $43K |
| Brooklyn FI, LLC | 0.01% | New | 822 | $43K |
| Strive Financial Group ,LLC | 0.02% | New | 800 | $43K |
| BankChampaign, National Association | 0.03% | No change | 778 | $41K |
| Mechanics Financial Corp | 0.01% | No change | 764 | $41K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 742 | $39K |
| Creative Financial Designs Inc. | 0.00% | Add +35.5% | 736 | $39K |
| McGuire Capital Advisors Inc. | 0.02% | Add +235.1% | 697 | $37K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +1.2% | 667 | $35K |
| JCIC Asset Management Inc. | 0.01% | No change | 620 | $33K |
| Signature Equity Partners, LLC | 0.02% | Add +2.1% | 617 | $33K |
| Founders Financial Alliance, LLC | 0.00% | No change | 611 | $32K |
| 1620 Investment Advisors, Inc. | 0.02% | Add +3.5% | 590 | $31K |
| Cape Investment Advisory, Inc. | 0.01% | New | 586 | $31K |
| NFSG Corp | 0.00% | New | 585 | $31K |
| Vanguard Advisers Inc. | 0.00% | Add +36.9% | 579 | $31K |
| TIAA Wealth Investment Management LLC | 0.00% | Add +1443.2% | 571 | $30K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 570 | $30K |
| WestEnd Advisors, LLC | 0.00% | Add +6.6% | 562 | $30K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 547 | $29K |
| Trust Co. of Vermont | 0.00% | — | 545 | $29K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +563.6% | 511 | $27K |
| Vermillion Wealth Management, Inc. | 0.01% | Reduce -7.0% | 506 | $27K |
| Rossmore Private Capital | 0.00% | No change | 500 | $27K |
| Balentine LLC | 0.00% | New | 500 | $27K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -90.5% | 499 | $27K |
| Dunhill Financial, LLC | 0.01% | No change | 483 | $26K |
| Angeles Wealth Management, LLC | 0.00% | No change | 475 | $25K |
| SBI Securities Co., Ltd. | 0.00% | Add +49.8% | 469 | $25K |
| EPG Wealth Management LLC | 0.01% | Add +0.5% | 451 | $24K |
| Southern Michigan Bank & Trust | 0.01% | No change | 450 | $24K |
| Community Bank, N.A. | 0.00% | No change | 428 | $23K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.2% | 426 | $23K |
| MCF Advisors LLC | 0.00% | New | 420 | $22K |
| Hantz Financial Services, Inc. | 0.00% | Add +840.0% | 423 | $22K |
| Crews Bank & Trust | 0.00% | No change | 406 | $22K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 387 | $21K |
| GeoWealth Management, LLC | 0.00% | Add +34.0% | 386 | $21K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 380 | $20K |
| Wolff Wiese Magana LLC | 0.01% | No change | 350 | $19K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +1.2% | 344 | $18K |
| Colonial Trust Advisors | 0.00% | No change | 330 | $18K |
| Friedenthal Financial | 0.01% | No change | 323 | $17K |
| Aventura Private Wealth, LLC | 0.01% | Reduce -84.3% | 322 | $17K |
| SYM FINANCIAL Corp | 0.00% | New | 318 | $17K |
| Cornerstone National Bank & Trust Co | 0.01% | New | 308 | $16K |
| Howe & Rusling Inc. | 0.00% | New | 301 | $16K |
| Asset Dedication, LLC | 0.00% | No change | 266 | $14K |
| Montag A & Associates Inc. | 0.00% | Reduce -50.5% | 255 | $14K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 239 | $13K |
| Wagner Wealth Management, LLC | 0.00% | Add +1.3% | 234 | $12K |
| CENTRAL TRUST Co | 0.00% | No change | 222 | $12K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +0.9% | 220 | $12K |
| Buck Wealth Strategies, LLC | 0.00% | New | 219 | $12K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 208 | $11K |
| Kingdom Financial Group LLC. | 0.00% | Reduce -58.7% | 201 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 199 | $11K |
| BankPlus Trust Department | 0.00% | No change | 197 | $10K |
| Compass Financial Management LLC | 0.00% | — | 189 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 179 | $10K |
| City Holding Co. | 0.00% | No change | 170 | $9K |
| Robinswood Financial LLC | 0.00% | No change | 169 | $9K |
| Index Technologies Group LLC | 0.01% | New | 167 | $9K |
| Quantum Portfolio Management LLC | 0.00% | New | 167 | $9K |
| Westfuller Advisors, LLC | 0.00% | Add +1.2% | 167 | $9K |
| Nepc LLC | 0.00% | No change | 160 | $9K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 155 | $8K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -25.9% | 149 | $8K |
| Institute for Wealth Management, LLC. | 0.00% | New | 144 | $8K |
| Go Invest LLC | 0.00% | New | 137 | $7K |
| Sunrise Financial Services, LLC | 0.00% | New | 122 | $6K |
| Axiom Investment Management LLC | 0.00% | No change | 120 | $6K |
| Investors Research Corp | 0.00% | No change | 120 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 108 | $6K |
| Oakmont Advisory Group, LLC | 0.00% | New | 102 | $5K |
| 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% | No change | 77 | $4K |
| BNP Paribas Financial Markets | 0.00% | No change | 75 | $4K |
| Sims Investment Management, LLC | 0.00% | New | 72 | $4K |
| Evolution Wealth Management Inc. | 0.00% | No change | 63 | $3K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 59 | $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% | No change | 56 | $3K |
| Archer Investment Corp | 0.00% | Reduce -89.5% | 52 | $3K |
| Portfolio Resources Advisor Group, Inc. | 0.00% | No change | 51 | $3K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -5.8% | 49 | $3K |
| Proathlete Wealth Management LLC | 0.00% | No change | 44 | $2K |
| Perkins Coie Trust Co | 0.00% | New | 40 | $2K |
| New Republic Capital, LLC | 0.00% | No change | 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 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 26 | $1K |
| Kilter Group LLC | 0.00% | Add +950.0% | 21 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | New | 19 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 19 | $1K |
| Crewe Advisors LLC | 0.00% | No change | 15 | $798 |
| Larson Financial Group LLC | 0.00% | No change | 11 | $585 |
| Montgomery Financial Services LLC | 0.00% | — | 10 | $532 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 7 | $413 |
| Simplex Trading, LLC | 0.00% | New | 5 | $265 |
| Russell Investments Group, Ltd. | 0.00% | Add +100.0% | 4 | $213 |
| Cheviot Value Management, LLC | 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.