iShares 10+ Year Inv GRIGLBETF

13F holders, Q1 2025 (March 31)
219holders −8
24new positions
26sold out
1famous investor
$49.67avg. 13F price*

At the end of Q1 2025, 219 institutions reported holding iShares 10+ Year Inv GR Corp. (IGLB) in their 13F filings, down 8 from Q4 2024. 24 opened new positions and 26 sold out. The largest holders were Envestnet Asset Management Inc. ($208.6M), Prudential PLC ($149.1M) and BlackRock, Inc. ($146.7M). One famous investor held it 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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions24$75.7M
Exits26$28.4M

All 13F filers, Q4 2024 → Q1 2025: 5,545,884 shares bought and 2,845,935 shares sold, net +2,699,949 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 219 holders

Envestnet Asset Management Inc. 0.07% Add +6.2% 4,153,552 $208.6M
Prudential PLC 0.75% Add +4.0% 2,967,779 $149.1M
BlackRock, Inc. 0.00% Reduce -9.1% 2,920,552 $146.7M
Bank of America Corp. 0.01% Reduce -6.2% 2,744,202 $137.8M
Kestra Investment Management, LLC 2.18% Add +142.6% 2,625,524 $112.8M
RiverFront Investment Group, LLC 2.10% Add +9.6% 1,877,759 $94.3M
Assetmark, Inc. 0.23% Add +26.1% 1,680,251 $84.4M
Ameriprise Financial Inc. 0.02% Add +32.5% 1,609,795 $80.9M
Allianz Investment Management U.S. LLC 4.34% No change 1,622,000 $78.6M
Schroder Investment Management Group 0.07% Reduce -1.7% 1,305,150 $65.3M
LPL Financial LLC 0.02% Add +3.2% 1,067,622 $53.6M
Raymond James Financial Inc. 0.02% Reduce -6.6% 1,003,686 $50.4M
Wells Fargo & Company 0.01% Reduce -0.3% 764,056 $38.4M
Bank of New York Mellon Corp 0.01% Add +25.9% 682,206 $34.3M
Morgan Stanley 0.00% Reduce -7.3% 645,387 $32.4M
Royal Bank of Canada 0.01% Reduce -2.0% 509,817 $25.6M
Truist Financial Corp. 0.04% Add +40.7% 446,949 $22.5M
Gallagher Fiduciary Advisors, LLC 0.73% New 443,997 $22.3M
Insight Wealth Strategies, LLC 2.96% New 438,327 $22.0M
UBS Group AG 0.00% Add +6.1% 415,136 $20.9M
Tennessee Valley Asset Management Partners 3.21% Add +5.3% 391,992 $19.7M
NYL Investors LLC 1.24% Add +1.0% 381,000 $19.1M
Legal & General Group Plc 0.01% Reduce -59.3% 382,081 $19.1M
JPMorgan Chase & Co. 0.00% Add +26.3% 371,151 $18.6M
Advisors Capital Management, LLC 0.27% Add +206.1% 351,312 $17.6M
Allspring Global Investments Holdings, LLC 0.03% No change 351,013 $17.6M
Horizon Investments, LLC 0.51% Add +3.4% 346,721 $17.3M
MML Investors Services, LLC 0.05% Reduce -6.0% 280,101 $14.1M
Cetera Investment Advisers 0.03% Reduce -0.9% 264,942 $13.3M
San Luis Wealth Advisors LLC 3.01% Reduce -11.1% 264,940 $13.3M
Janney Montgomery Scott LLC 0.04% Add +0.4% 257,111 $12.9M
Osaic Holdings, Inc. 0.03% Add +18.3% 245,046 $12.3M
NorthCoast Asset Management LLC 0.06% Reduce -39.0% 244,998 $12.3M
Betterment LLC 0.03% Add +29.0% 243,282 $12.2M
OneDigital Investment Advisors LLC 0.13% Add +7.2% 223,806 $11.2M
Allstate Corp. 0.32% Add +16.1% 214,917 $10.8M
Klaas Financial Asset Advisors, LLC 1.85% Add +3.2% 213,585 $10.7M
Integrated Wealth Concepts LLC 0.12% Add +95.2% 210,213 $10.6M
Fund Evaluation Group, LLC 0.44% No change 202,218 $10.2M
Eley Financial Management, Inc 3.91% Add +5.3% 194,399 $9.8M
WESPAC Advisors SoCal, LLC 2.35% Reduce -0.3% 179,649 $9.0M
Jane Street Group, LLC 0.02% Reduce -6.7% 167,769 $8.4M
BNP Paribas Financial Markets 0.01% New 164,131 $8.2M
Regions Financial Corp. 0.06% Add +0.1% 159,766 $8.0M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -6.9% 158,973 $8.0M
Keybank National Association 0.03% Reduce -9.2% 155,928 $7.8M
Mittelman Wealth Management 6.86% Reduce -2.7% 151,284 $7.6M
Hennion & Walsh Asset Management, Inc. 0.33% Add +12.6% 146,298 $7.3M
SlateStone Wealth, LLC 0.71% Reduce -4.1% 141,786 $7.1M
Stifel Financial Corp. 0.01% Add +52.9% 141,270 $7.1M
Carolina Wealth Advisors, LLC 3.64% Add +4.7% 134,333 $6.7M
Envestnet Portfolio Solutions, Inc. 0.03% Add +4.8% 133,734 $6.7M
Cosner Financial Group, LLC 3.64% Add +7.3% 118,418 $5.9M
CW Advisors, LLC 0.07% New 118,038 $5.9M
United Capital Financial Advisors, LLC 0.05% Reduce -4.0% 105,193 $5.3M
Wealthcare Advisory Partners LLC 0.13% Reduce -0.3% 99,700 $5.0M
Shum Financial Group, Inc. 4.28% Add +0.7% 98,524 $4.9M
Commonwealth Equity Services, LLC 0.01% Reduce -21.7% 94,594 $4.8M
Investors Research Corp 0.83% Add +15.9% 75,935 $3.8M
Kestra Advisory Services, LLC 0.02% Add +20.9% 75,664 $3.8M
Quadrature Capital Ltd 0.08% New 75,466 $3.8M
Pinnacle Family Advisors, LLC 2.03% Reduce -0.0% 74,288 $3.7M
Susquehanna International Group, LLP 0.01% Add +47.8% 72,870 $3.7M
D.A. Davidson & Co. 0.03% Add +7.9% 64,559 $3.2M
Delta Financial Group, Inc. 0.68% Reduce -0.0% 59,018 $3.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 55,793 $2.8M
CoreCap Advisors, LLC 0.12% Add +11795.0% 54,598 $2.7M
Checchi Capital Advisers, LLC 0.19% Add +0.3% 53,375 $2.7M
Titleist Asset Management, LLC 0.29% Add +5.6% 49,530 $2.5M
Old Mission Capital LLC 0.05% New 48,006 $2.4M
LaSalle St. Investment Advisors, LLC 0.56% Add +7.6% 47,059 $2.4M
Trajan Wealth LLC 0.13% Add +28.9% 47,004 $2.4M
Private Advisor Group, LLC 0.01% Add +0.8% 43,381 $2.2M
Atria Wealth Solutions, Inc. 0.03% Reduce -48.1% 42,460 $2.1M
Goldman Sachs Group Inc. 0.00% New 39,121 $2.0M
Pinnacle Financial Partners Inc 0.04% Add +0.2% 34,815 $1.7M
Croban 1.60% New 34,591 $1.7M
LexAurum Advisors, LLC 0.31% No change 31,755 $1.6M
Voya Financial Advisors, Inc. 0.17% Add +37.5% 30,690 $1.5M
PNC Financial Services Group, Inc. 0.00% Reduce -3.1% 29,949 $1.5M
D L Carlson Investment Group Inc. 0.28% Reduce -19.3% 29,275 $1.5M
Koshinski Asset Management, Inc. 0.12% Reduce -0.1% 28,984 $1.5M
RMR Capital Management, LLC 1.00% No change 27,522 $1.4M
Israel Discount Bank of New York 1.03% Reduce -22.3% 26,790 $1.3M
US Bancorp \de 0.00% Reduce -6.0% 25,949 $1.3M
Park Avenue Securities LLC 0.02% Add +11.0% 25,469 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -79.4% 25,094 $1.3M
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.7% 23,665 $1.2M
Invera Wealth Advisors, LLC 0.74% New 22,887 $1.1M
Wambolt & Associates, LLC 0.38% Reduce -7.1% 21,989 $1.1M
Vantage Financial Partners, LLC 0.27% Reduce -61.3% 21,615 $1.1M
Tranquilli Financial Advisor LLC 0.69% Add +19.0% 21,552 $1.1M
Valtrion Capital Management, LLC 1.43% Add +0.8% 21,122 $1.1M
James Investment Research, Inc. 0.13% Reduce -2.3% 20,578 $1.0M
Invesco Ltd. 0.00% Add +1.6% 20,527 $1.0M
Wealthfront Advisers LLC 0.00% Reduce -5.3% 20,447 $1.0M
MCF Advisors LLC 0.07% Add +25.5% 20,311 $1.0M
Cambridge Associates LLC /Ma/ 0.03% New 20,000 $1.0M
Rockefeller Capital Management L.P. 0.00% Reduce -13.2% 19,641 $987K
Global View Capital Management LLC 0.36% Reduce -17.9% 19,486 $979K
Noble Wealth Management PBC 0.66% Reduce -17.9% 19,220 $965K
Berkeley Capital Partners, LLC 0.26% Reduce -0.2% 18,570 $933K
HUB Investment Partners, LLC 0.04% No change 18,400 $924K
GeoWealth Management, LLC 0.04% Add +4.2% 18,255 $917K
Valmark Advisers, Inc. 0.01% Add +5.5% 17,797 $894K
AssuredPartners Investment Advisors, LLC 0.15% Add +6.0% 15,935 $800K
FDx Advisors, Inc. 0.26% Reduce -2.8% 15,694 $788K
Savant Capital, LLC 0.01% Reduce -12.5% 15,568 $782K
Advisory Services Network, LLC 0.01% Add +228.9% 15,230 $765K
Prospera Financial Services Inc 0.02% Reduce -3.0% 14,888 $748K
ORG Partners LLC 0.19% Reduce -1.7% 14,805 $744K
Comerica Bank 0.00% Reduce -2.8% 14,805 $744K
Focus Partners Advisor Solutions, LLC 0.01% Add +193.8% 14,468 $727K
AE Wealth Management LLC 0.01% Add +18738.6% 13,187 $662K
Wedbush Securities Inc. 0.02% Reduce -10.4% 13,032 $655K
Strive Asset Management, LLC 0.43% New 12,296 $618K
GTS Securities LLC 0.03% New 12,089 $607K
Destiny Capital Corp 0.38% Reduce -89.7% 11,227 $564K
Thoma Capital Management LLC 0.38% Add +60.7% 10,789 $542K
Thrivent Financial for Lutherans 0.00% Reduce -65.4% 10,494 $527K
Sofi Wealth, LLC 0.04% Add +215.3% 10,474 $526K
Jones Financial Companies LLLP 0.00% Add +4.8% 9,565 $478K
Concurrent Investment Advisors, LLC 0.01% Add +34.5% 8,853 $445K
Kestra Private Wealth Services, LLC 0.01% Add +23.3% 8,824 $443K
Avantax Advisory Services, Inc. 0.00% Reduce -17.6% 8,686 $436K
Sovran Advisors, LLC 0.05% New 8,623 $419K
Patten Group, Inc. 0.10% Add +10.3% 8,291 $416K
Founders Financial Securities LLC 0.03% Add +9.1% 8,144 $404K
Marcum Wealth, LLC 0.03% Reduce -3.9% 7,997 $402K
Steward Partners Investment Advisory, LLC 0.00% Reduce -18.3% 7,914 $398K
Sowell Financial Services LLC 0.02% New 7,872 $395K
NBT Bank, N.A. 0.03% Reduce -12.3% 7,755 $390K
Sanctuary Advisors, LLC 0.00% Reduce -7.5% 7,689 $386K
Sage Advisory Services, Ltd.Co. 0.23% Add +53.5% 7,628 $383K
Sovereign Financial Group, Inc. 0.09% Reduce -18.0% 7,507 $377K
GC Wealth Management RIA, LLC 0.07% Add +57.2% 7,387 $371K
Farther Finance Advisors, LLC 0.01% Reduce -83.8% 7,371 $370K
Independent Financial Group, LLC 0.01% Add +14.2% 7,249 $364K
O'shaughnessy Asset Management, LLC 0.00% Reduce -49.2% 6,913 $347K
Geneos Wealth Management Inc. 0.01% Reduce -5.2% 6,690 $336K
HighTower Advisors, LLC 0.00% Add +16.4% 6,605 $332K
Main Street Research LLC 0.02% Reduce -1.9% 6,505 $327K
Meadow Creek Wealth Advisors LLC 0.24% Reduce -0.6% 6,434 $323K
NorthCrest Asset Manangement, LLC 0.01% No change 5,800 $291K
AQR Capital Management 0.00% No change 5,800 $291K
Sigma Planning Corp 0.01% Reduce -98.4% 5,622 $282K
Lido Advisors, LLC 0.00% Reduce -49.3% 5,619 $282K
Winthrop Capital Management, LLC 0.08% Reduce -1.6% 5,600 $281K
KKM Financial LLC 0.11% No change 5,427 $263K
Ausdal Financial Partners, Inc. 0.02% No change 5,041 $253K
Csenge Advisory Group 0.01% Add +18.0% 5,183 $252K
Two West Capital Advisors LLC 0.21% Add +4.2% 5,226 $251K
Meridian Wealth Management, LLC 0.01% Add +0.8% 4,879 $245K
Ipsen Advisor Group LLC 0.20% Add +0.9% 4,524 $227K
&partners 0.00% Add +22.0% 5,532 $226K
NewEdge Advisors, LLC 0.00% Add +1196.5% 4,136 $208K
Trivium Point Advisory, LLC 0.03% Reduce -49.0% 4,134 $208K
Sound Income Strategies, LLC 0.01% Reduce -2.6% 4,133 $208K
Peak Planning Group, LLC 0.08% New 3,998 $201K
CIBC Private Wealth Group LLC 0.00% Reduce -13.8% 3,969 $190K
Glass Jacobson Investment Advisors llc 0.06% No change 3,725 $184K
Maryland Capital Advisors Inc. 0.08% No change 3,472 $174K
Horizons Wealth Management 0.12% Reduce -2.0% 3,274 $164K
CENTRAL TRUST Co 0.00% No change 2,989 $150K
Harbour Investments, Inc. 0.00% Reduce -18.2% 2,941 $148K
Parkside Financial Bank & Trust 0.02% Add +0.3% 2,557 $128K
Richardson Financial Services Inc. 0.09% Reduce -3.3% 2,477 $124K
First Horizon Advisors, Inc. 0.00% Add +0.5% 2,034 $102K
Grey Ledge Advisors, LLC 0.02% Reduce -96.8% 1,530 $77K
Parallel Advisors, LLC 0.00% Add +284.2% 1,460 $73K
Cwm, LLC 0.00% Add +102.3% 1,305 $66K
Park Place Capital Corp 0.01% Reduce -9.1% 989 $50K
Wilmington Savings Fund Society, FSB 0.00% No change 980 $49K
NFSG Corp 0.01% Add +0.9% 923 $46K
TD Private Client Wealth LLC 0.00% No change 869 $44K
Smartleaf Asset Management LLC 0.00% New 837 $42K
Bessemer Group Inc. 0.00% New 822 $41K
Founders Financial Alliance, LLC 0.01% Reduce -3.1% 743 $37K
Blair William & Co. 0.00% Add +756.0% 642 $32K
Sunbelt Securities, Inc. 0.00% Reduce -45.3% 505 $25K
Continuum Advisory, LLC 0.00% Reduce -26.2% 493 $25K
FMR LLC 0.00% Add +98.8% 481 $24K
IFP Advisors, Inc 0.00% Reduce -49.2% 429 $22K
Citigroup Inc. 0.00% Reduce -8.6% 404 $20K
Headlands Technologies LLC 0.00% Add +24.6% 400 $20K
Spire Wealth Management 0.00% No change 341 $17K
Capital Investment Advisory Services, LLC 0.00% Add +312.4% 334 $17K
Colonial Trust Advisors 0.00% Add +4.9% 300 $15K
Private Trust Co. NA 0.00% No change 295 $15K
Park Square Financial Group, LLC 0.01% Reduce -11.2% 286 $14K
Allworth Financial LP 0.00% Reduce -51.5% 286 $14K
Tsfg, LLC 0.00% Reduce -2.1% 283 $14K
City Holding Co. 0.00% No change 230 $12K
EPG Wealth Management LLC 0.00% Add +1.1% 193 $10K
Crews Bank & Trust 0.00% No change 170 $9K
Carolinas Wealth Consulting LLC 0.00% No change 139 $7K
GAMMA Investing LLC 0.00% No change 118 $6K
Bellwether Advisors, LLC 0.00% No change 117 $6K
Signaturefd, LLC 0.00% No change 102 $5K
New England Asset Management Inc. 0.00% No change 100 $5K
AlphaCore Capital LLC 0.00% New 86 $4K
Qube Research & Technologies Ltd 0.00% No change 81 $4K
CBIZ Investment Advisory Services, LLC 0.00% New 81 $4K
National Bank of Canada 0.00% Reduce -99.7% 80 $4K
Lanark Financial, Inc. 0.00% — 90 $4K
Rossby Financial, LCC 0.00% New 66 $3K
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
Principal Securities, Inc. 0.00% No change 21 $1K
Pinnacle Bancorp, Inc. 0.00% New 19 $954
Kiker Wealth Management, LLC 0.00% New 9 $452
Legacy Wealth Managment, LLC 0.00% No change 8 $402
PSI Advisors, LLC 0.00% Reduce -16.7% 5 $251
MAI Capital Management 0.00% Reduce -96.5% 4 $201
Larson Financial Group LLC 0.00% No change 4 $201
Darwin Wealth Management, LLC 0.00% No change 2 $98
Ameriflex Group, Inc. 0.00% No change 2 $78
Barclays PLC 0.00% No change 1 $50

"% 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.