iShares 10+ Year Inv GRIGLBETF
13F holders, Q2 2024 (June 30)178holders −7
24new positions
30sold out
1famous investor
$49.41avg. 13F price*
At the end of Q2 2024, 178 institutions reported holding iShares 10+ Year Inv GR Corp. (IGLB) in their 13F filings, down 7 from Q1 2024. 24 opened new positions and 30 sold out. The largest holders were BlackRock Inc. ($267.5M), Envestnet Asset Management Inc. ($155.6M) and Prudential PLC ($142.2M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares 10+ Year Inv GR Corp.
- CUSIP
- 464289511
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $20.7M |
| Exits | 30 | $73.3M |
All 13F filers, Q1 2024 → Q2 2024: 2,552,437 shares bought and 2,844,749 shares sold, net −292,312 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 178 holders
| BlackRock Inc. | 0.01% | Reduce -7.1% | 5,346,190 | $267.5M |
| Envestnet Asset Management Inc. | 0.05% | Add +15.6% | 3,109,620 | $155.6M |
| Prudential PLC | 0.99% | Add +2.1% | 2,842,352 | $142.2M |
| Bank of America Corp. | 0.01% | Add +18.5% | 2,243,544 | $112.3M |
| Ameriprise Financial Inc. | 0.02% | Reduce -1.2% | 1,776,636 | $88.9M |
| Allianz Investment Management U.S. LLC | 5.18% | No change | 1,622,000 | $81.1M |
| RiverFront Investment Group, LLC | 2.11% | Add +29.5% | 1,581,003 | $79.1M |
| Wells Fargo & Company | 0.01% | Add +7.4% | 992,644 | $49.7M |
| Raymond James & Associates | 0.03% | Add +20.9% | 846,202 | $42.3M |
| Assetmark, Inc. | 0.11% | Reduce -1.9% | 708,492 | $35.5M |
| Royal Bank of Canada | 0.01% | Reduce -22.5% | 591,457 | $29.6M |
| Morgan Stanley | 0.00% | Add +1.5% | 541,505 | $27.1M |
| Agilis Partners LLC | 6.80% | Reduce -13.6% | 994,131 | $22.3M |
| LPL Financial LLC | 0.01% | Add +21.0% | 433,987 | $21.7M |
| Truist Financial Corp. | 0.03% | Add +9.0% | 402,781 | $20.2M |
| Advisors Capital Management, LLC | 0.34% | Add +12.7% | 391,340 | $19.6M |
| Allspring Global Investments Holdings, LLC | 0.03% | No change | 370,013 | $18.5M |
| NYL Investors LLC | 1.33% | Add +1.3% | 370,000 | $18.5M |
| Tennessee Valley Asset Management Partners | 3.46% | Add +9.3% | 369,241 | $18.5M |
| UBS Group AG | 0.01% | Reduce -1.0% | 367,203 | $18.4M |
| MML Investors Services, LLC | 0.07% | Add +24.1% | 339,533 | $17.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.3% | 310,542 | $15.5M |
| JPMorgan Chase & Co. | 0.00% | Add +21.1% | 306,408 | $15.3M |
| Janney Montgomery Scott LLC | 0.04% | Add +8.6% | 274,455 | $13.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +77.2% | 265,000 | $13.3M |
| Klaas Financial Asset Advisors, LLC | 1.86% | Add +9.0% | 203,055 | $10.2M |
| Fund Evaluation Group, LLC | 0.62% | Reduce -70.9% | 50,368 | $10.1M |
| Cetera Investment Advisers | 0.02% | Reduce -7.7% | 196,838 | $9.8M |
| Horizon Investments, LLC | 0.26% | Add +2.8% | 191,346 | $9.5M |
| Susquehanna International Group, LLP | 0.02% | Add +47.7% | 174,632 | $8.7M |
| NorthCoast Asset Management LLC | 0.07% | New | 172,538 | $8.6M |
| Allstate Corp. | 0.69% | No change | 170,873 | $8.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.8% | 161,952 | $8.1M |
| SlateStone Wealth, LLC | 0.86% | Reduce -7.2% | 158,236 | $7.9M |
| Carolina Wealth Advisors, LLC | 3.22% | Add +6.2% | 131,194 | $6.6M |
| Eley Financial Management, Inc | 2.78% | Add +1.2% | 131,002 | $6.6M |
| Keybank National Association | 0.03% | Add +17.5% | 129,100 | $6.5M |
| WESPAC Advisors SoCal, LLC | 1.51% | Add +35.1% | 120,486 | $6.0M |
| Destiny Capital Corp | 3.63% | Add +3.2% | 106,121 | $5.3M |
| Invesco Ltd. | 0.00% | Add +2.3% | 102,459 | $5.1M |
| Hennion & Walsh Asset Management, Inc. | 0.26% | Add +8.4% | 101,495 | $5.1M |
| Stifel Financial Corp. | 0.01% | Add +13.2% | 93,233 | $4.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +1.4% | 86,154 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Add +15.3% | 85,418 | $4.3M |
| Capstone Investment Advisors, LLC | 0.17% | Reduce -1.2% | 76,501 | $3.8M |
| Pinnacle Family Advisors, LLC | 2.08% | Add +15.7% | 75,115 | $3.8M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -0.2% | 67,581 | $3.4M |
| Grey Ledge Advisors, LLC | 0.91% | Add +5.0% | 66,983 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -81.0% | 64,883 | $3.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -23.3% | 64,045 | $3.2M |
| New York State Common Retirement Fund | 0.00% | No change | 60,678 | $3.0M |
| Schroder Investment Management Group | 0.00% | No change | 60,678 | $3.0M |
| Investors Research Corp | 0.60% | Add +12.8% | 50,938 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -55.9% | 50,708 | $2.5M |
| Checchi Capital Advisers, LLC | 0.19% | Reduce -6.0% | 48,410 | $2.4M |
| HRT Financial LP | 0.01% | New | 41,904 | $2.1M |
| Trajan Wealth LLC | 0.12% | Reduce -6.4% | 37,614 | $1.9M |
| D L Carlson Investment Group Inc. | 0.35% | New | 36,275 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.04% | New | 34,520 | $1.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.1% | 30,827 | $1.5M |
| Cwm, LLC | 0.01% | Reduce -10.4% | 29,101 | $1.5M |
| Old Mission Capital LLC | 0.04% | New | 28,024 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +72.6% | 27,451 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -67.1% | 25,935 | $1.3M |
| Squarepoint Ops LLC | 0.00% | New | 25,752 | $1.3M |
| Koshinski Asset Management, Inc. | 0.12% | Add +219.2% | 24,862 | $1.3M |
| LexAurum Advisors, LLC | 0.30% | Add +19.9% | 24,155 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -37.5% | 23,174 | $1.2M |
| US Bancorp \de | 0.00% | Add +24.0% | 22,972 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +21.9% | 22,400 | $1.1M |
| Wambolt & Associates, LLC | 0.32% | Add +7.6% | 22,350 | $1.1M |
| MCF Advisors LLC | 0.07% | No change | 19,749 | $988K |
| Source Financial Advisors LLC | 0.29% | Add +16.4% | 18,823 | $942K |
| GeoWealth Management, LLC | 0.04% | Add +16.5% | 18,823 | $942K |
| LaSalle St. Investment Advisors, LLC | 0.47% | Add +37.5% | 18,789 | $940K |
| Berkeley Capital Partners, LLC | 0.28% | Reduce -1.6% | 18,567 | $929K |
| FDx Advisors, Inc. | 0.25% | Reduce -1.9% | 18,388 | $920K |
| Israel Discount Bank of New York | 1.36% | Reduce -29.9% | 17,058 | $854K |
| Global Retirement Partners, LLC | 0.03% | Reduce -0.4% | 16,839 | $843K |
| Comerica Bank | 0.00% | Add +13.0% | 15,854 | $793K |
| Wealthfront Advisers LLC | 0.00% | Add +200.3% | 15,747 | $788K |
| Concourse Financial Group Securities, Inc. | 0.05% | Reduce -8.1% | 15,454 | $773K |
| Lido Advisors, LLC | 0.01% | Add +110.5% | 14,876 | $744K |
| RMR Capital Management, LLC | 0.67% | No change | 14,660 | $734K |
| Great Diamond Partners, LLC | 0.17% | Reduce -2.3% | 14,601 | $731K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.7% | 14,475 | $724K |
| Atria Investments, Inc | 0.01% | New | 12,831 | $642K |
| Marcum Wealth, LLC | 0.06% | Add +13.1% | 12,403 | $621K |
| Jane Street Group, LLC | 0.00% | New | 12,126 | $607K |
| AE Wealth Management LLC | 0.01% | Reduce -4.3% | 11,531 | $577K |
| Gallagher Fiduciary Advisors, LLC | 0.13% | Add +8.9% | 11,467 | $574K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +525.8% | 11,058 | $553K |
| Tranquilli Financial Advisor LLC | 0.33% | Add +4.6% | 9,859 | $487K |
| NBT Bank, N.A. | 0.03% | No change | 9,435 | $472K |
| 1900 Wealth Management LLC | 0.04% | Reduce -29.3% | 9,290 | $465K |
| Vantage Financial Partners, LLC | 0.12% | New | 9,249 | $463K |
| Columbus Macro, LLC | 0.17% | Reduce -3.3% | 8,855 | $448K |
| Sage Advisory Services, Ltd.Co. | 0.13% | Add +0.3% | 8,934 | $447K |
| Compound Planning, Inc. | 0.03% | New | 8,612 | $431K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 8,190 | $410K |
"% 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.