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

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 → Q2 2024

InstitutionsTotal Value
New Positions24$20.7M
Exits30$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
James Investment Research, Inc. 0.05% Reduce -5.6% 7,662 $383K
RHS Financial, LLC 0.21% Reduce -12.3% 6,724 $336K
Meadow Creek Wealth Advisors LLC 0.31% Reduce -0.3% 6,524 $326K
Renaissance Technologies 0.00% Reduce -21.3% 6,300 $315K
Strategic Advocates LLC 0.12% Reduce -71.2% 6,258 $313K
GTS Securities LLC 0.01% New 6,247 $313K
Moors & Cabot, Inc. 0.01% Reduce -1.5% 5,461 $273K
Boltwood Capital Management 0.08% Reduce -32.0% 5,320 $266K
Patten Group, Inc. 0.06% Reduce -0.2% 5,153 $258K
Voya Financial Advisors, Inc. 0.03% Add +4.2% 5,014 $254K
Ausdal Financial Partners, Inc. 0.03% New 5,041 $252K
Ground Swell Capital, LLC 0.24% New 4,898 $245K
Founders Financial Securities LLC 0.02% Reduce -0.5% 4,863 $243K
CIBC Private Wealth Group LLC 0.00% Add +0.2% 4,788 $243K
Madison Wealth Partners, Inc 0.08% No change 4,757 $238K
GC Wealth Management RIA, LLC 0.05% No change 4,700 $235K
Crescent Grove Advisors, LLC 0.03% No change 4,641 $232K
Arkadios Wealth Advisors 0.02% New 4,585 $229K
Sound Income Strategies, LLC 0.02% Reduce -7.3% 4,561 $228K
Blue Trust, Inc. 0.00% No change 4,000 $206K
Harbour Investments, Inc. 0.01% Reduce -5.4% 3,922 $196K
Horizons Wealth Management 0.14% No change 3,492 $177K
Sunbelt Securities, Inc. 0.02% Reduce -5.4% 3,475 $174K
Maryland Capital Advisors Inc. 0.09% No change 3,472 $174K
CENTRAL TRUST Co 0.00% No change 3,352 $168K
Richardson Financial Services Inc. 0.10% Reduce -1.4% 2,837 $142K
Jones Financial Companies LLLP 0.00% Add +1240.9% 1,837 $92K
TD Private Client Wealth LLC 0.00% Add +59.9% 1,764 $88K
International Assets Investment Management, LLC 0.01% New 1,449 $73K
Park Place Capital Corp 0.02% No change 1,088 $54K
PrairieView Partners, LLC 0.01% No change 1,041 $52K
Founders Financial Alliance, LLC 0.01% Add +1.1% 898 $45K
Allworth Financial LP 0.00% Reduce -70.8% 696 $35K
Creative Financial Designs Inc. 0.00% Reduce -28.5% 666 $33K
Continuum Advisory, LLC 0.00% No change 611 $31K
NewEdge Advisors, LLC 0.00% Add +133.0% 494 $25K
Geneos Wealth Management Inc. 0.00% Reduce -15.8% 494 $25K
Steward Partners Investment Advisory, LLC 0.00% No change 479 $24K
FMR LLC 0.00% Reduce -46.7% 458 $23K
Citigroup Inc. 0.00% Add +11.6% 452 $23K
GAMMA Investing LLC 0.00% New 447 $22K
Johnson Financial Group, Inc. 0.00% New 413 $21K
Parallel Advisors, LLC 0.00% No change 380 $19K
Spire Wealth Management 0.00% Reduce -88.2% 341 $17K
Family Firm, Inc. 0.00% New 329 $16K
Tyler-Stone Wealth Management 0.01% Add +1.3% 304 $15K
Colonial Trust Advisors 0.00% Add +495.8% 286 $14K
Carolinas Wealth Consulting LLC 0.00% Add +15.4% 270 $14K
City Holding Co. 0.00% No change 230 $12K
Signaturefd, LLC 0.00% Add +21.6% 203 $10K
Private Trust Co. NA 0.00% No change 175 $9K
Lanark Financial, Inc. 0.00% Add +2.0% 156 $7K
Venturi Wealth Management, LLC 0.00% No change 125 $6K
LGT Financial Advisors LLC 0.01% Add +1.7% 120 $6K
Realta Investment Advisors 0.00% New 100 $5K
New England Asset Management Inc. 0.00% New 100 $5K
Blair William & Co. 0.00% Add +416.7% 93 $5K
Caldwell Sutter Capital, Inc. 0.00% No change 92 $5K
ICA Group Wealth Management, LLC 0.00% Add +1.1% 88 $4K
WFA of San Diego, LLC 0.00% — 85 $4K
Capital Investment Advisory Services, LLC 0.00% No change 81 $4K
Qube Research & Technologies Ltd 0.00% Reduce -73.7% 81 $4K
Simplex Trading, LLC 0.00% No change 82 $4K
Farther Finance Advisors, LLC 0.00% No change 77 $4K
Castleview Partners, LLC 0.00% No change 65 $3K
First Horizon Advisors, Inc. 0.00% Add +1.7% 60 $3K
Delta Asset Management LLC 0.00% No change 34 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 33 $2K
WR Wealth Planners, LLC 0.00% No change 32 $2K
McIlrath & Eck, LLC 0.00% New 22 $1K
IFP Advisors, Inc 0.00% No change 4 $200
Larson Financial Group LLC 0.00% New 4 $200
Abich Financial Wealth Management LLC 0.00% No change 3 $150
Aspire Wealth Management Corp 0.00% No change 3 $139
Aptus Capital Advisors, LLC 0.00% Reduce -97.4% 2 $100
PSI Advisors, LLC 0.00% New 2 $100
REAP Financial Group, LLC 0.00% Reduce -99.8% 1 $62
Tsfg, LLC 0.00% No change 8 $0

"% 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.