iShares 10+ Year Inv GRIGLBETF
13F holders, Q3 2024 (September 30)194holders +16
38new positions
23sold out
2famous investors
$54.15avg. 13F price*
At the end of Q3 2024, 194 institutions reported holding iShares 10+ Year Inv GR Corp. (IGLB) in their 13F filings, up 16 from Q2 2024. 38 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($222.1M), Prudential PLC ($153.7M) and Envestnet Asset Management Inc. ($150.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $177.7M |
| Exits | 23 | $8.5M |
All 13F filers, Q2 2024 → Q3 2024: 7,236,106 shares bought and 1,971,710 shares sold, net +5,264,396 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 194 holders
| BlackRock, Inc. | 0.00% | — | 4,144,918 | $222.1M |
| Prudential PLC | 0.78% | Add +0.9% | 2,868,802 | $153.7M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -9.5% | 2,814,470 | $150.8M |
| Ameriprise Financial Inc. | 0.03% | Add +31.7% | 2,339,138 | $125.4M |
| Bank of America Corp. | 0.01% | Add +1.5% | 2,277,881 | $122.1M |
| Allianz Investment Management U.S. LLC | 5.92% | No change | 1,622,000 | $86.9M |
| RiverFront Investment Group, LLC | 1.98% | Reduce -0.6% | 1,571,666 | $84.2M |
| Assetmark, Inc. | 0.16% | Add +51.7% | 1,074,546 | $57.6M |
| Schroder Investment Management Group | 0.05% | Add +1395.5% | 907,454 | $48.7M |
| Legal & General Group Plc | 0.01% | New | 896,291 | $48.1M |
| Wells Fargo & Company | 0.01% | Reduce -10.8% | 885,523 | $47.5M |
| LPL Financial LLC | 0.02% | Add +102.1% | 876,899 | $47.0M |
| Morgan Stanley | 0.00% | Add +38.7% | 751,143 | $40.3M |
| Raymond James & Associates | 0.02% | Reduce -15.8% | 712,548 | $38.2M |
| Agilis Partners LLC | 9.03% | Reduce -78.2% | 216,380 | $32.3M |
| Royal Bank of Canada | 0.01% | Reduce -10.5% | 529,430 | $28.4M |
| JPMorgan Chase & Co. | 0.00% | Add +72.3% | 527,778 | $28.3M |
| UBS Group AG | 0.01% | Add +21.2% | 444,970 | $23.8M |
| Kestra Investment Management, LLC | 1.02% | New | 441,372 | $23.7M |
| Advisors Capital Management, LLC | 0.35% | Add +2.6% | 401,464 | $21.5M |
| Tennessee Valley Asset Management Partners | 3.40% | Add +4.0% | 383,833 | $20.6M |
| NYL Investors LLC | 1.27% | Add +0.7% | 372,500 | $20.0M |
| NorthCoast Asset Management LLC | 0.14% | Add +115.0% | 371,022 | $19.9M |
| Mittelman Wealth Management | 11.01% | New | 361,689 | $19.4M |
| Sigma Planning Corp | 0.59% | New | 360,181 | $19.3M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -5.1% | 351,013 | $18.8M |
| Bank of New York Mellon Corp | 0.00% | Add +9.4% | 339,900 | $18.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +10.7% | 293,275 | $15.7M |
| MML Investors Services, LLC | 0.06% | Reduce -15.5% | 286,776 | $15.4M |
| San Luis Wealth Advisors LLC | 3.03% | New | 274,063 | $14.7M |
| Truist Financial Corp. | 0.02% | Reduce -37.0% | 253,769 | $13.6M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -8.2% | 252,046 | $13.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +42.8% | 231,237 | $12.4M |
| Klaas Financial Asset Advisors, LLC | 1.90% | Add +0.8% | 204,719 | $11.0M |
| Fund Evaluation Group, LLC | 0.60% | Add +301.5% | 202,218 | $10.8M |
| Horizon Investments, LLC | 0.27% | Add +1.3% | 193,738 | $10.3M |
| Cetera Investment Advisers | 0.02% | Reduce -3.2% | 190,470 | $10.2M |
| Mader & Shannon Wealth Management, Inc. | 5.90% | New | 189,429 | $10.2M |
| Jane Street Group, LLC | 0.02% | Add +1429.5% | 185,471 | $9.9M |
| Susquehanna International Group, LLP | 0.02% | Add +2.5% | 179,040 | $9.6M |
| WESPAC Advisors SoCal, LLC | 2.14% | Add +43.5% | 172,936 | $9.3M |
| Regions Financial Corp. | 0.06% | New | 159,643 | $8.6M |
| SlateStone Wealth, LLC | 0.73% | Reduce -3.9% | 152,090 | $8.2M |
| Osaic Holdings, Inc. | 0.02% | Add +65.7% | 141,574 | $7.6M |
| Eley Financial Management, Inc | 2.86% | Add +1.4% | 132,781 | $7.1M |
| Fortune 45 LLC | 4.99% | New | 131,468 | $7.0M |
| Carolina Wealth Advisors, LLC | 3.50% | Reduce -2.1% | 128,476 | $6.9M |
| Stifel Financial Corp. | 0.01% | Add +37.1% | 127,835 | $6.9M |
| Hennion & Walsh Asset Management, Inc. | 0.29% | Add +13.9% | 115,586 | $6.2M |
| Allstate Corp. | 0.57% | Reduce -34.9% | 111,329 | $6.0M |
| Destiny Capital Corp | 3.47% | Add +3.4% | 109,710 | $5.6M |
| Keybank National Association | 0.02% | Reduce -20.9% | 102,101 | $5.5M |
| Invesco Ltd. | 0.00% | Reduce -0.7% | 101,705 | $5.5M |
| Squarepoint Ops LLC | 0.02% | Add +279.7% | 97,790 | $5.2M |
| Cosner Financial Group, LLC | 3.27% | New | 94,664 | $5.1M |
| Wealthcare Advisory Partners LLC | 0.14% | New | 94,166 | $5.0M |
| Shum Financial Group, Inc. | 4.15% | — | 98,422 | $5.0M |
| Capstone Investment Advisors, LLC | 0.17% | Add +15.3% | 88,201 | $4.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +0.9% | 86,909 | $4.7M |
| Pinnacle Financial Partners Inc | 0.08% | New | 75,612 | $4.1M |
| Pinnacle Family Advisors, LLC | 2.05% | Reduce -1.7% | 73,838 | $4.0M |
| Integrated Wealth Concepts LLC | 0.04% | Add +0.6% | 67,979 | $3.6M |
| Grey Ledge Advisors, LLC | 0.93% | Add +0.9% | 67,576 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +21.4% | 61,584 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.1% | 60,123 | $3.2M |
| Investors Research Corp | 0.68% | Add +13.6% | 57,839 | $3.1M |
| Private Advisor Group, LLC | 0.02% | Add +110.4% | 57,763 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -18.8% | 52,660 | $2.8M |
| Checchi Capital Advisers, LLC | 0.19% | Add +0.5% | 48,661 | $2.6M |
| LaSalle St. Investment Advisors, LLC | 0.91% | Add +130.1% | 43,235 | $2.3M |
| Israel Discount Bank of New York | 3.03% | Add +123.0% | 38,044 | $2.0M |
| D L Carlson Investment Group Inc. | 0.35% | No change | 36,275 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +1.1% | 34,915 | $1.9M |
| Trajan Wealth LLC | 0.11% | Reduce -9.8% | 33,922 | $1.8M |
| Vantage Financial Partners, LLC | 0.45% | Add +262.8% | 33,552 | $1.8M |
| LexAurum Advisors, LLC | 0.38% | Add +31.5% | 31,755 | $1.7M |
| Renaissance Technologies | 0.00% | Add +400.0% | 31,500 | $1.7M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +17.5% | 30,471 | $1.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.8% | 29,643 | $1.6M |
| Koshinski Asset Management, Inc. | 0.13% | Add +16.2% | 28,888 | $1.5M |
| Cwm, LLC | 0.01% | Reduce -2.4% | 28,408 | $1.5M |
| Flow Traders U.S. LLC | 0.07% | New | 27,546 | $1.5M |
| US Bancorp \de | 0.00% | Add +18.0% | 27,115 | $1.5M |
| Global Retirement Partners, LLC | 0.04% | Add +50.6% | 25,360 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.06% | New | 25,000 | $1.3M |
| Wambolt & Associates, LLC | 0.36% | Add +8.8% | 24,308 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | New | 23,580 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -7.0% | 21,540 | $1.2M |
| Passumpsic Savings Bank | 0.75% | New | 21,416 | $1.1M |
| Acorn Wealth Advisors, LLC | 0.44% | New | 19,097 | $1.0M |
| Wedbush Securities Inc. | 0.04% | Reduce -15.5% | 18,932 | $1.0M |
| Berkeley Capital Partners, LLC | 0.28% | Add +0.1% | 18,593 | $996K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 18,253 | $978K |
| IHT Wealth Management, LLC | 0.03% | New | 18,136 | $972K |
| Source Financial Advisors LLC | 0.27% | Reduce -8.4% | 17,248 | $924K |
| GeoWealth Management, LLC | 0.03% | Reduce -8.4% | 17,248 | $924K |
| PFG Advisors | 0.06% | New | 17,222 | $923K |
| Avantax Advisory Services, Inc. | 0.01% | Add +16.5% | 16,863 | $904K |
| FDx Advisors, Inc. | 0.24% | Reduce -9.5% | 16,635 | $891K |
| Comerica Bank | 0.00% | Add +3.7% | 16,443 | $881K |
"% 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.