iShares 10+ Year Inv GRIGLBETF

13F holders, Q1 2024 (March 31)
185holders
2famous investors
$51.50avg. 13F price*

At the end of Q1 2024, 185 institutions reported holding iShares 10+ Year Inv GR Corp. (IGLB) in their 13F filings. The largest holders were BlackRock Inc. ($296.5M), Prudential PLC ($143.4M) and Envestnet Asset Management Inc. ($138.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares 10+ Year Inv GR Corp.
CUSIP
464289511
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 185Q1 2024Q2 2024: 178Q2 2024Q3 2024: 194Q3 2024Q4 2024: 227Q4 2024Q1 2025: 219Q1 2025Q2 2025: 211Q2 2025Q3 2025: 213Q3 2025Q4 2025: 233Q4 2025Q1 2026: 223Q1 2026Q2 2026: 215Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions37$51.7M
Exits30$88.9M

Ownership 185 holders

BlackRock Inc. 0.01% Add +17.6% 5,756,335 $296.5M
Prudential PLC 1.18% Add +2.9% 2,783,499 $143.4M
Envestnet Asset Management Inc. 0.05% Add +1.2% 2,691,023 $138.6M
Bank of America Corp. 0.01% Add +131.0% 1,893,160 $97.5M
Ameriprise Financial Inc. 0.03% Reduce -5.3% 1,798,919 $92.6M
Allianz Investment Management U.S. LLC 5.27% No change 1,622,000 $83.5M
RiverFront Investment Group, LLC 1.77% Add +13.5% 1,220,508 $62.9M
Agilis Partners LLC 15.13% Add +9.7% 1,150,929 $59.3M
Wells Fargo & Company 0.01% Add +30.4% 924,635 $47.6M
Royal Bank of Canada 0.01% Add +44.1% 763,524 $39.3M
Assetmark, Inc. 0.12% Add +1.7% 722,273 $37.2M
BNP Paribas 1.70% — 705,621 $36.3M
Raymond James & Associates 0.02% Reduce -0.7% 700,035 $36.1M
Morgan Stanley 0.00% Add +24.1% 533,528 $27.5M
UBS Group AG 0.01% Reduce -2.4% 370,785 $19.1M
Allspring Global Investments Holdings, LLC 0.03% Reduce -10.4% 370,013 $19.1M
Truist Financial Corp. 0.03% Add +2.3% 369,419 $19.0M
NYL Investors LLC 0.68% Add +0.2% 365,400 $18.8M
LPL Financial LLC 0.01% Reduce -24.2% 358,536 $18.5M
Advisors Capital Management, LLC 0.33% New 347,400 $17.9M
Thrivent Financial for Lutherans 0.04% Add +13.7% 342,429 $17.6M
Tennessee Valley Asset Management Partners 4.21% Add +12.8% 337,842 $17.4M
Bank of New York Mellon Corp 0.00% Reduce -24.3% 311,539 $16.0M
MML Investors Services, LLC 0.06% Add +28.1% 273,481 $14.1M
JPMorgan Chase & Co. 0.00% Reduce -12.3% 252,940 $13.0M
Janney Montgomery Scott LLC 0.04% Add +4.2% 252,666 $13.0M
Fort Washington Investment Advisors Inc. 0.07% Add +0.5% 224,798 $11.6M
Deere & Co. 8.15% No change 221,925 $11.4M
Cetera Investment Advisers 0.03% Add +68.5% 213,171 $11.0M
Klaas Financial Asset Advisors, LLC 1.91% Add +1.5% 186,287 $9.6M
Horizon Investments, LLC 0.25% Reduce -31.6% 186,079 $9.5M
Fund Evaluation Group, LLC 0.56% No change 172,835 $8.9M
Allstate Corp. 0.63% Add +377.6% 170,873 $8.8M
SlateStone Wealth, LLC 0.88% Reduce -0.3% 170,538 $8.8M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -8.8% 164,962 $8.5M
Raymond James Financial Services Advisors, Inc. 0.01% Add +90.3% 149,567 $7.7M
Eley Financial Management, Inc 2.87% Add +7.4% 129,504 $6.7M
Carolina Wealth Advisors, LLC 3.45% Add +5.4% 123,528 $6.4M
Milestone Asset Management, LLC 1.79% New 121,718 $6.3M
Susquehanna International Group, LLP 0.01% New 118,241 $6.1M
Cambridge Investment Research Advisors, Inc. 0.02% Add +689.5% 114,888 $5.9M
Keybank National Association 0.02% Reduce -1.3% 109,869 $5.7M
Destiny Capital Corp 3.69% Add +2.9% 102,845 $5.3M
Invesco Ltd. 0.00% Add +1.3% 100,166 $5.2M
Wealthcare Advisory Partners LLC 0.16% New 96,884 $5.0M
Hennion & Walsh Asset Management, Inc. 0.26% Add +17.4% 93,642 $4.8M
WESPAC Advisors SoCal, LLC 1.20% Reduce -2.0% 89,157 $4.6M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -4.8% 84,943 $4.4M
Commonwealth Equity Services, LLC 0.01% Add +471.3% 83,533 $4.3M
Stifel Financial Corp. 0.00% Reduce -0.2% 82,373 $4.2M
Atria Wealth Solutions, Inc. 0.05% Add +248.4% 78,785 $4.1M
Capstone Investment Advisors, LLC 0.14% Reduce -42.0% 77,401 $4.0M
Osaic Holdings, Inc. 0.01% Reduce -63.7% 74,088 $3.8M
Payden & Rygel Investment Group 0.25% — 72,080 $3.7M
Payden & Rygel 0.25% No change 72,080 $3.7M
Integrated Wealth Concepts LLC 0.05% Add +107.0% 67,714 $3.5M
Pinnacle Family Advisors, LLC 1.78% Reduce -2.9% 64,940 $3.3M
Grey Ledge Advisors, LLC 0.92% Add +15.4% 63,796 $3.3M
New York State Common Retirement Fund 0.00% New 60,678 $3.1M
Schroder Investment Management Group 0.00% New 60,678 $3.1M
Flow Traders U.S. LLC 0.14% New 52,385 $2.7M
Checchi Capital Advisers, LLC 0.21% Add +1.4% 51,506 $2.7M
Investors Research Corp 0.54% Add +7.5% 45,136 $2.3M
Trajan Wealth LLC 0.14% — 40,198 $2.1M
Rockefeller Capital Management L.P. 0.01% New 37,085 $1.9M
Cwm, LLC 0.01% Reduce -9.1% 32,472 $1.7M
PNC Financial Services Group, Inc. 0.00% Reduce -0.1% 32,136 $1.7M
Israel Discount Bank of New York 1.56% Reduce -13.3% 24,347 $1.3M
Strategic Advocates LLC 0.43% Reduce -85.0% 21,702 $1.1M
Wambolt & Associates, LLC 0.32% Add +42.1% 20,775 $1.1M
LexAurum Advisors, LLC 0.26% Add +24.8% 20,155 $1.0M
MCF Advisors LLC 0.08% Add +81.7% 19,749 $1.0M
Berkeley Capital Partners, LLC 0.30% Add +0.1% 18,865 $972K
FDx Advisors, Inc. 0.15% Reduce -1.3% 18,744 $966K
US Bancorp \de 0.00% Add +43.9% 18,526 $954K
Wedbush Securities Inc. 0.04% Reduce -1.0% 18,384 $947K
Global Retirement Partners, LLC 0.03% Add +5.1% 16,900 $871K
Concourse Financial Group Securities, Inc. 0.06% Reduce -18.1% 16,823 $867K
Source Financial Advisors LLC 0.25% Reduce -51.0% 16,168 $833K
GeoWealth Management, LLC 0.03% Reduce -51.1% 16,163 $833K
Private Advisor Group, LLC 0.01% Add +132.6% 15,903 $819K
Delta Financial Group, Inc. 0.24% New 15,838 $816K
Great Diamond Partners, LLC 0.18% New 14,946 $770K
RMR Capital Management, LLC 0.75% Add +5.2% 14,660 $755K
Avantax Advisory Services, Inc. 0.01% Reduce -31.1% 14,581 $751K
Comerica Bank 0.00% Add +11.3% 14,035 $723K
LaSalle St. Investment Advisors, LLC 0.39% New 13,664 $703K
1900 Wealth Management LLC 0.06% Reduce -48.2% 13,144 $677K
AE Wealth Management LLC 0.01% Reduce -31.4% 12,044 $620K
Marcum Wealth, LLC 0.06% Reduce -0.5% 10,966 $565K
Gallagher Fiduciary Advisors, LLC 0.02% Add +4.5% 10,529 $542K
NBT Bank, N.A. 0.04% No change 9,435 $486K
Tranquilli Financial Advisor LLC 0.32% Reduce -31.4% 9,423 $485K
Columbus Macro, LLC 0.18% Reduce -27.7% 9,161 $472K
Sage Advisory Services, Ltd.Co. 0.13% Reduce -6.3% 8,911 $459K
James Investment Research, Inc. 0.05% Add +36.5% 8,117 $418K
Renaissance Technologies 0.00% New 8,000 $412K
Boltwood Capital Management 0.12% Reduce -23.8% 7,820 $403K
Koshinski Asset Management, Inc. 0.04% New 7,788 $401K
RHS Financial, LLC 0.23% Add +91.8% 7,670 $395K

"% of holder's portfolio" is IGLB's weight in each manager's 13F, not the share of iShares 10+ Year Inv GR Corp. the manager owns.

Show all 185 holders