iShares 10+ Year Inv GRIGLBETF
13F holders, Q4 2024 (December 31)227holders +33
41new positions
16sold out
2famous investors
$49.43avg. 13F price*
At the end of Q4 2024, 227 institutions reported holding iShares 10+ Year Inv GR Corp. (IGLB) in their 13F filings, up 33 from Q3 2024. 41 opened new positions and 16 sold out. The largest holders were Envestnet Asset Management Inc. ($193.2M), BlackRock, Inc. ($158.8M) and Bank of America Corp. ($144.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $62.1M |
| Exits | 16 | $28.3M |
All 13F filers, Q3 2024 → Q4 2024: 6,181,729 shares bought and 4,117,460 shares sold, net +2,064,269 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 227 holders
| Envestnet Asset Management Inc. | 0.06% | Add +38.9% | 3,910,427 | $193.2M |
| BlackRock, Inc. | 0.00% | Reduce -22.5% | 3,213,583 | $158.8M |
| Bank of America Corp. | 0.01% | Add +28.5% | 2,926,341 | $144.6M |
| Prudential PLC | 0.71% | Reduce -0.6% | 2,853,094 | $140.9M |
| RiverFront Investment Group, LLC | 1.93% | Add +9.0% | 1,713,713 | $84.7M |
| Allianz Investment Management U.S. LLC | 5.65% | No change | 1,622,000 | $80.1M |
| Schroder Investment Management Group | 0.06% | Add +46.3% | 1,327,859 | $65.9M |
| Assetmark, Inc. | 0.18% | Add +24.0% | 1,332,349 | $65.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -48.1% | 1,214,828 | $60.2M |
| Kestra Investment Management, LLC | 2.10% | Add +145.2% | 1,082,317 | $53.5M |
| Raymond James Financial Inc. | 0.02% | — | 1,074,405 | $53.1M |
| LPL Financial LLC | 0.02% | Add +18.0% | 1,034,793 | $51.1M |
| Legal & General Group Plc | 0.01% | Add +4.7% | 938,632 | $46.6M |
| Wells Fargo & Company | 0.01% | Reduce -13.5% | 766,089 | $37.8M |
| Morgan Stanley | 0.00% | Reduce -7.3% | 696,005 | $34.4M |
| Bank of New York Mellon Corp | 0.00% | Add +59.4% | 541,950 | $26.8M |
| Royal Bank of Canada | 0.01% | Reduce -1.7% | 520,411 | $25.7M |
| Agilis Partners LLC | 6.30% | Add +95.8% | 423,701 | $20.9M |
| NorthCoast Asset Management LLC | 0.10% | Add +8.2% | 401,324 | $19.9M |
| UBS Group AG | 0.00% | Reduce -12.1% | 391,281 | $19.3M |
| NYL Investors LLC | 1.71% | Add +1.2% | 377,100 | $18.6M |
| Tennessee Valley Asset Management Partners | 3.08% | Reduce -3.0% | 372,429 | $18.4M |
| Allspring Global Investments Holdings, LLC | 0.03% | No change | 351,013 | $17.3M |
| Sigma Planning Corp | 0.54% | Reduce -3.1% | 349,126 | $17.2M |
| Horizon Investments, LLC | 0.47% | Add +73.0% | 335,249 | $16.5M |
| Truist Financial Corp. | 0.02% | Add +25.2% | 317,738 | $15.7M |
| San Luis Wealth Advisors LLC | 2.79% | Add +8.8% | 298,036 | $14.7M |
| MML Investors Services, LLC | 0.05% | Add +3.9% | 297,831 | $14.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -44.3% | 293,909 | $14.5M |
| Cetera Investment Advisers | 0.03% | Add +40.4% | 267,447 | $13.2M |
| Janney Montgomery Scott LLC | 0.04% | Add +1.6% | 256,121 | $12.7M |
| OneDigital Investment Advisors LLC | 0.12% | New | 208,720 | $10.3M |
| Osaic Holdings, Inc. | 0.02% | Add +46.3% | 207,158 | $10.2M |
| Klaas Financial Asset Advisors, LLC | 1.80% | Add +1.1% | 207,026 | $10.2M |
| Fund Evaluation Group, LLC | 0.47% | No change | 202,218 | $10.0M |
| Betterment LLC | 0.02% | New | 188,656 | $9.3M |
| Allstate Corp. | 0.27% | Add +66.3% | 185,079 | $9.1M |
| Eley Financial Management, Inc | 3.55% | Add +39.0% | 184,616 | $9.1M |
| WESPAC Advisors SoCal, LLC | 2.01% | Add +4.3% | 180,284 | $8.9M |
| Jane Street Group, LLC | 0.01% | Reduce -3.1% | 179,759 | $8.9M |
| Keybank National Association | 0.03% | Add +68.2% | 171,732 | $8.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -26.2% | 170,692 | $8.4M |
| Regions Financial Corp. | 0.06% | No change | 159,643 | $7.9M |
| Mittelman Wealth Management | 7.15% | Reduce -57.0% | 155,523 | $7.7M |
| SlateStone Wealth, LLC | 0.72% | Reduce -2.8% | 147,855 | $7.3M |
| Fortune 45 LLC | 4.52% | Add +6.7% | 140,309 | $6.9M |
| Milestone Asset Management, LLC | 1.52% | New | 139,151 | $6.9M |
| Hennion & Walsh Asset Management, Inc. | 0.29% | Add +12.4% | 129,937 | $6.4M |
| Carolina Wealth Advisors, LLC | 3.41% | Reduce -0.2% | 128,263 | $6.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +46.8% | 127,559 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +98.0% | 121,924 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +100.9% | 120,770 | $6.0M |
| Advisors Capital Management, LLC | 0.09% | Reduce -71.4% | 114,771 | $5.7M |
| Cosner Financial Group, LLC | 3.45% | Add +16.6% | 110,389 | $5.5M |
| United Capital Financial Advisors, LLC | 0.05% | New | 109,602 | $5.4M |
| Destiny Capital Corp | 3.25% | Reduce -1.1% | 108,487 | $5.4M |
| Integrated Wealth Concepts LLC | 0.06% | Add +58.4% | 107,696 | $5.3M |
| Citadel Advisors | 0.00% | New | 104,222 | $5.1M |
| Wealthcare Advisory Partners LLC | 0.14% | Add +6.2% | 100,010 | $4.9M |
| Shum Financial Group, Inc. | 4.17% | Reduce -0.6% | 97,837 | $4.8M |
| Stifel Financial Corp. | 0.00% | Reduce -27.7% | 92,419 | $4.6M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +168.8% | 81,897 | $4.0M |
| Pinnacle Family Advisors, LLC | 1.78% | Add +0.6% | 74,305 | $3.7M |
| Investors Research Corp | 0.71% | Add +13.2% | 65,493 | $3.2M |
| Kestra Advisory Services, LLC | 0.02% | New | 62,606 | $3.1M |
| D.A. Davidson & Co. | 0.02% | New | 59,810 | $3.0M |
| Delta Financial Group, Inc. | 0.68% | New | 59,043 | $2.9M |
| Vantage Financial Partners, LLC | 0.69% | Add +66.3% | 55,780 | $2.8M |
| Checchi Capital Advisers, LLC | 0.20% | Add +9.3% | 53,195 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -72.5% | 49,314 | $2.4M |
| Grey Ledge Advisors, LLC | 0.60% | Reduce -30.1% | 47,203 | $2.3M |
| Titleist Asset Management, LLC | 0.27% | New | 46,909 | $2.3M |
| Farther Finance Advisors, LLC | 0.08% | Add +59115.6% | 45,596 | $2.3M |
| FIL Ltd | 0.00% | New | 45,010 | $2.2M |
| LaSalle St. Investment Advisors, LLC | 0.67% | Add +1.1% | 43,720 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -25.5% | 43,041 | $2.1M |
| Trajan Wealth LLC | 0.10% | Add +7.5% | 36,458 | $1.8M |
| D L Carlson Investment Group Inc. | 0.32% | No change | 36,275 | $1.8M |
| Pinnacle Financial Partners Inc | 0.03% | Reduce -54.0% | 34,751 | $1.7M |
| Israel Discount Bank of New York | 1.24% | Reduce -9.3% | 34,493 | $1.7M |
| LexAurum Advisors, LLC | 0.31% | No change | 31,755 | $1.6M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -10.7% | 31,169 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.2% | 30,900 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -42.4% | 30,351 | $1.5M |
| Global Retirement Partners, LLC | 0.04% | Add +15.8% | 29,358 | $1.5M |
| Koshinski Asset Management, Inc. | 0.12% | Add +0.4% | 29,010 | $1.4M |
| US Bancorp \de | 0.00% | Add +1.8% | 27,606 | $1.4M |
| RMR Capital Management, LLC | 1.01% | Add +87.7% | 27,522 | $1.4M |
| Prelude Capital Management, LLC | 0.10% | New | 23,910 | $1.2M |
| National Bank of Canada | 0.00% | New | 23,880 | $1.2M |
| Passumpsic Savings Bank | 0.73% | Add +11.1% | 23,793 | $1.2M |
| Global View Capital Management LLC | 0.41% | — | 23,730 | $1.2M |
| Wambolt & Associates, LLC | 0.38% | Reduce -2.6% | 23,669 | $1.2M |
| Noble Wealth Management PBC | 0.80% | — | 23,422 | $1.2M |
| Park Avenue Securities LLC | 0.01% | New | 22,946 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.1% | 22,635 | $1.1M |
| Voya Financial Advisors, Inc. | 0.12% | Add +280.4% | 22,312 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.5% | 22,175 | $1.1M |
| Wealthfront Advisers LLC | 0.00% | Add +43.7% | 21,592 | $1.1M |
| James Investment Research, Inc. | 0.12% | Add +192.2% | 21,062 | $1.0M |
| Valtrion Capital Management, LLC | 2.21% | — | 20,961 | $1.0M |
| Invesco Ltd. | 0.00% | Reduce -80.1% | 20,213 | $999K |
| IHT Wealth Management, LLC | 0.03% | Add +5.2% | 19,085 | $943K |
| Berkeley Capital Partners, LLC | 0.26% | Add +0.1% | 18,609 | $919K |
| HUB Investment Partners, LLC | 0.04% | New | 18,400 | $909K |
| Tranquilli Financial Advisor LLC | 0.57% | Add +89.1% | 18,113 | $895K |
| Savant Capital, LLC | 0.01% | New | 17,787 | $879K |
| GeoWealth Management, LLC | 0.03% | Add +1.5% | 17,512 | $865K |
| Valmark Advisers, Inc. | 0.01% | Reduce -28.5% | 16,864 | $833K |
| MCF Advisors LLC | 0.06% | Add +14.8% | 16,179 | $799K |
| FDx Advisors, Inc. | 0.23% | Reduce -3.0% | 16,144 | $798K |
| Prospera Financial Services Inc | 0.02% | New | 15,349 | $759K |
| Comerica Bank | 0.00% | Reduce -7.4% | 15,228 | $752K |
| Strategic Wealth Investment Group, LLC | 0.04% | New | 3,833 | $751K |
| ORG Partners LLC | 0.10% | New | 15,055 | $744K |
| AssuredPartners Investment Advisors, LLC | 0.14% | — | 15,040 | $743K |
| Great Diamond Partners, LLC | 0.19% | Reduce -1.0% | 15,001 | $741K |
| Wedbush Securities Inc. | 0.03% | Reduce -23.2% | 14,538 | $718K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +9.4% | 13,597 | $672K |
| Lido Advisors, LLC | 0.00% | Add +15.1% | 11,081 | $547K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -37.5% | 10,545 | $521K |
| Compound Planning, Inc. | 0.03% | Add +12.6% | 10,531 | $520K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -32.3% | 10,472 | $519K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1922.8% | 9,689 | $479K |
| Sovereign Financial Group, Inc. | 0.10% | New | 9,156 | $452K |
| Jones Financial Companies LLLP | 0.00% | Add +250.9% | 9,131 | $451K |
| NBT Bank, N.A. | 0.03% | No change | 8,845 | $437K |
| Paragon Private Wealth Management, LLC | 0.20% | New | 8,576 | $424K |
| Sanctuary Advisors, LLC | 0.00% | New | 8,313 | $415K |
| Marcum Wealth, LLC | 0.04% | Add +2.6% | 8,323 | $411K |
| Trivium Point Advisory, LLC | 0.05% | Reduce -0.4% | 8,100 | $400K |
| Patten Group, Inc. | 0.08% | Add +39.4% | 7,519 | $371K |
| Founders Financial Securities LLC | 0.03% | Add +60.0% | 7,466 | $369K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 7,156 | $354K |
| Geneos Wealth Management Inc. | 0.01% | Add +338.4% | 7,058 | $349K |
| Thoma Capital Management LLC | 0.23% | — | 6,713 | $332K |
| Main Street Research LLC | 0.02% | New | 6,633 | $328K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +0.2% | 6,584 | $325K |
| Meadow Creek Wealth Advisors LLC | 0.23% | No change | 6,474 | $320K |
| Independent Financial Group, LLC | 0.01% | Add +22.6% | 6,347 | $314K |
| NorthCrest Asset Manangement, LLC | 0.01% | No change | 5,800 | $287K |
| AQR Capital Management | 0.00% | No change | 5,800 | $287K |
| Winthrop Capital Management, LLC | 0.08% | New | 5,688 | $282K |
| HighTower Advisors, LLC | 0.00% | New | 5,676 | $280K |
| KKM Financial LLC | 0.11% | New | 5,427 | $270K |
| RHS Financial, LLC | 0.14% | Add +1.2% | 5,394 | $266K |
| Ausdal Financial Partners, Inc. | 0.02% | No change | 5,041 | $249K |
| Two West Capital Advisors LLC | 0.21% | New | 5,017 | $248K |
| Sage Advisory Services, Ltd.Co. | 0.15% | Reduce -44.4% | 4,968 | $245K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -55.9% | 4,925 | $243K |
| 1900 Wealth Management LLC | 0.02% | Reduce -43.7% | 4,915 | $243K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -16.0% | 4,838 | $239K |
| GC Wealth Management RIA, LLC | 0.04% | No change | 4,700 | $232K |
| Advisory Services Network, LLC | 0.00% | New | 4,630 | $229K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.2% | 4,604 | $225K |
| &partners | 0.00% | New | 4,533 | $223K |
| Acorn Wealth Advisors, LLC | 0.09% | Reduce -76.5% | 4,490 | $222K |
| Ipsen Advisor Group LLC | 0.19% | — | 4,485 | $222K |
| Csenge Advisory Group | 0.01% | Reduce -5.4% | 4,394 | $217K |
| New Century Financial Group, LLC | 0.09% | New | 4,269 | $210K |
| Sound Income Strategies, LLC | 0.01% | Reduce -5.2% | 4,243 | $210K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +473.1% | 3,725 | $184K |
| Harbour Investments, Inc. | 0.01% | Reduce -7.3% | 3,597 | $178K |
| Maryland Capital Advisors Inc. | 0.08% | No change | 3,472 | $172K |
| Horizons Wealth Management | 0.13% | Reduce -4.3% | 3,342 | $165K |
| Sofi Wealth, LLC | 0.01% | New | 3,322 | $164K |
| CENTRAL TRUST Co | 0.00% | No change | 2,989 | $148K |
| Richardson Financial Services Inc. | 0.09% | Reduce -9.7% | 2,562 | $127K |
| Parkside Financial Bank & Trust | 0.02% | Add +0.7% | 2,548 | $126K |
| First Horizon Advisors, Inc. | 0.00% | Add +3216.4% | 2,023 | $100K |
| Wingate Wealth Advisors, Inc. | 0.06% | — | 1,284 | $63K |
| Park Place Capital Corp | 0.01% | No change | 1,088 | $54K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 980 | $48K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -92.1% | 923 | $46K |
| NFSG Corp | 0.01% | New | 915 | $45K |
| TD Private Client Wealth LLC | 0.00% | No change | 869 | $43K |
| IFP Advisors, Inc | 0.00% | Add +3025.9% | 844 | $42K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -15.6% | 767 | $38K |
| Asset Dedication, LLC | 0.00% | New | 760 | $38K |
| Continuum Advisory, LLC | 0.00% | Reduce -4.0% | 668 | $33K |
| Cwm, LLC | 0.00% | Reduce -97.7% | 645 | $32K |
| Allworth Financial LP | 0.00% | Reduce -4.5% | 590 | $29K |
| Transcendent Capital Group LLC | 0.01% | New | 508 | $25K |
| CoreCap Advisors, LLC | 0.00% | Add +125.0% | 459 | $23K |
| Citigroup Inc. | 0.00% | Add +0.2% | 442 | $22K |
| Parallel Advisors, LLC | 0.00% | No change | 380 | $19K |
| Spire Wealth Management | 0.00% | No change | 341 | $17K |
| Park Square Financial Group, LLC | 0.01% | — | 322 | $16K |
| Headlands Technologies LLC | 0.00% | Add +269.0% | 321 | $16K |
| NewEdge Advisors, LLC | 0.00% | Add +18.1% | 319 | $16K |
| Private Trust Co. NA | 0.00% | No change | 295 | $15K |
| Colonial Trust Advisors | 0.00% | No change | 286 | $14K |
| Tsfg, LLC | 0.00% | Add +1.8% | 289 | $14K |
| FPC Investment Advisory, Inc. | 0.01% | New | 249 | $12K |
| FMR LLC | 0.00% | Reduce -34.8% | 242 | $12K |
| City Holding Co. | 0.00% | No change | 230 | $11K |
| EPG Wealth Management LLC | 0.00% | Add +1.6% | 191 | $9K |
| Crews Bank & Trust | 0.00% | — | 170 | $8K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 139 | $7K |
| Venturi Wealth Management, LLC | 0.00% | No change | 125 | $6K |
| LGT Financial Advisors LLC | 0.01% | Add +1.6% | 123 | $6K |
| GAMMA Investing LLC | 0.00% | No change | 118 | $6K |
| Bellwether Advisors, LLC | 0.00% | New | 117 | $6K |
| MAI Capital Management | 0.00% | New | 113 | $6K |
| Signaturefd, LLC | 0.00% | No change | 102 | $5K |
| New England Asset Management Inc. | 0.00% | No change | 100 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 92 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 81 | $4K |
| Qube Research & Technologies Ltd | 0.00% | No change | 81 | $4K |
| Blair William & Co. | 0.00% | Reduce -36.4% | 75 | $4K |
| AE Wealth Management LLC | 0.00% | Reduce -99.4% | 70 | $3K |
| WR Wealth Planners, LLC | 0.00% | No change | 36 | $2K |
| Oarsman Capital, Inc. | 0.00% | Reduce -58.1% | 36 | $2K |
| Delta Asset Management LLC | 0.00% | No change | 34 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 33 | $2K |
| McIlrath & Eck, LLC | 0.00% | No change | 22 | $1K |
| Transce3nd, LLC | 0.00% | — | 21 | $1K |
| Principal Securities, Inc. | 0.00% | New | 21 | $1K |
| Legacy Investment Solutions, LLC | 0.00% | New | 8 | $400 |
| Legacy Wealth Managment, LLC | 0.00% | New | 8 | $400 |
| PSI Advisors, LLC | 0.00% | Add +50.0% | 6 | $297 |
| Golden State Wealth Management, LLC | 0.00% | — | 4 | $229 |
| Larson Financial Group LLC | 0.00% | No change | 4 | $198 |
| Darwin Wealth Management, LLC | 0.00% | No change | 2 | $98 |
| Ameriflex Group, Inc. | 0.00% | — | 2 | $76 |
| Barclays PLC | 0.00% | New | 1 | $49 |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1 | $27 |
"% 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.