iShares 10+ Year Inv GRIGLBETF

13F holders, Q2 2025 (June 30)
211holders −8
21new positions
28sold out
1famous investor
$17.68avg. 13F price*

At the end of Q2 2025, 211 institutions reported holding iShares 10+ Year Inv GR Corp. (IGLB) in their 13F filings, down 8 from Q1 2025. 21 opened new positions and 28 sold out. The largest holders were Prudential PLC ($150.8M), BlackRock, Inc. ($145.2M) and Envestnet Asset Management Inc. ($137.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions21$46.7M
Exits28$73.1M

All 13F filers, Q1 2025 → Q2 2025: 60,082,255 shares bought and 9,540,658 shares sold, net +50,541,597 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 211 holders

Prudential PLC 0.92% Add +1.2% 3,003,301 $150.8M
BlackRock, Inc. 0.00% Reduce -1.0% 2,892,472 $145.2M
Envestnet Asset Management Inc. 0.04% Reduce -34.0% 2,743,452 $137.7M
Bank of America Corp. 0.01% Reduce -4.8% 2,613,757 $131.2M
Allianz Investment Management U.S. LLC 3.53% No change 1,622,000 $81.4M
Assetmark, Inc. 0.18% Reduce -10.5% 1,504,481 $75.5M
Kestra Investment Management, LLC 1.95% Reduce -51.3% 1,279,517 $64.2M
Ameriprise Financial Inc. 0.01% Reduce -41.3% 944,400 $47.4M
LPL Financial LLC 0.01% Reduce -22.0% 832,270 $41.8M
Wells Fargo & Company 0.01% Add +2.3% 781,587 $39.2M
Bank of New York Mellon Corp 0.01% Add +9.9% 749,465 $37.6M
RiverFront Investment Group, LLC 0.71% Reduce -61.5% 722,370 $36.3M
Schroder Investment Management Group 0.03% Reduce -44.6% 723,556 $36.0M
Morgan Stanley 0.00% Reduce -11.0% 574,641 $28.9M
Raymond James Financial Inc. 0.01% Reduce -43.1% 570,973 $28.7M
Horizon Investments, LLC 0.40% Add +44.8% 502,197 $25.0M
Insight Wealth Strategies, LLC 2.81% Add +1.1% 443,328 $22.2M
Advisors Capital Management, LLC 0.29% Add +18.2% 415,331 $20.9M
NYL Investors LLC 5.60% Add +1.4% 386,496 $19.4M
UBS Group AG 0.00% Reduce -8.1% 381,346 $19.1M
Osaic Holdings, Inc. 0.03% Add +47.8% 362,211 $18.2M
MA Private Wealth 3.18% New 354,405 $17.8M
Allspring Global Investments Holdings, LLC 0.03% No change 351,013 $17.6M
Truist Financial Corp. 0.02% Reduce -31.2% 307,410 $15.4M
JPMorgan Chase & Co. 0.00% Reduce -22.4% 287,842 $14.5M
Cetera Investment Advisers 0.02% Add +7.5% 284,846 $14.3M
Royal Bank of Canada 0.00% Reduce -45.1% 280,104 $14.1M
Betterment LLC 0.03% Add +9.9% 267,491 $13.4M
Motley Fool Wealth Management, LLC 0.77% New 255,261 $12.8M
MML Investors Services, LLC 0.03% Reduce -19.6% 225,310 $11.3M
Klaas Financial Asset Advisors, LLC 1.74% Add +2.5% 218,809 $11.0M
Fund Evaluation Group, LLC 0.39% No change 202,218 $10.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +23.4% 196,210 $9.9M
WESPAC Advisors SoCal, LLC 2.19% Add +8.6% 195,037 $9.8M
Eley Financial Management, Inc 3.76% Add +0.3% 194,902 $9.8M
BNP Paribas Financial Markets 0.01% Reduce 0.0% 164,127 $8.2M
Regions Financial Corp. 0.06% Add +0.2% 160,136 $8.0M
Hennion & Walsh Asset Management, Inc. 0.32% Add +6.9% 156,329 $7.8M
Keybank National Association 0.03% Reduce -1.1% 154,294 $7.7M
Mittelman Wealth Management 6.01% Reduce -6.2% 141,922 $7.1M
Integrated Wealth Concepts LLC 0.07% Reduce -37.6% 131,220 $6.6M
Envestnet Portfolio Solutions, Inc. 0.02% Reduce -4.3% 127,942 $6.4M
Carolina Wealth Advisors, LLC 3.14% Reduce -5.5% 126,888 $6.4M
CW Advisors, LLC 0.06% Add +6.5% 125,731 $6.3M
Cosner Financial Group, LLC 3.50% Add +5.6% 125,015 $6.3M
SlateStone Wealth, LLC 0.58% Reduce -12.7% 123,819 $6.2M
Janney Montgomery Scott LLC 0.02% Reduce -54.4% 117,259 $5.9M
Onyx Bridge Wealth Group LLC 0.78% New 117,215 $5.9M
Citadel Advisors 0.00% New 105,790 $5.3M
Wealthcare Advisory Partners LLC 0.12% Add +2.0% 101,693 $5.1M
NewEdge Advisors, LLC 0.02% Add +2197.9% 95,043 $4.8M
Commonwealth Equity Services, LLC 0.01% Reduce -2.5% 92,191 $4.6M
Investors Research Corp 0.83% Add +10.4% 83,818 $4.2M
MCF Advisors LLC 0.26% Add +278.5% 76,872 $3.9M
Pinnacle Family Advisors, LLC 1.81% Add +0.8% 74,919 $3.7M
OneDigital Investment Advisors LLC 0.04% Reduce -71.5% 63,701 $3.2M
CoreCap Advisors, LLC 0.12% Add +9.1% 59,556 $3.0M
Kestra Advisory Services, LLC 0.01% Reduce -23.0% 58,270 $2.9M
Checchi Capital Advisers, LLC 0.20% Add +8.4% 57,841 $2.9M
Stifel Financial Corp. 0.00% Reduce -63.0% 52,314 $2.6M
D.A. Davidson & Co. 0.02% Reduce -22.9% 49,742 $2.5M
Trajan Wealth LLC 0.12% Add +5.3% 49,517 $2.5M
Titleist Asset Management, LLC 0.24% Reduce -2.5% 48,281 $2.4M
LaSalle St. Investment Advisors, LLC 0.65% Reduce -0.2% 46,965 $2.4M
Private Advisor Group, LLC 0.01% Reduce -7.6% 40,088 $2.0M
Strive Asset Management, LLC 1.18% Add +216.9% 38,964 $2.0M
NorthCoast Asset Management LLC 0.01% Reduce -86.0% 34,298 $1.7M
Croban 1.46% Reduce -1.4% 34,123 $1.7M
PNC Financial Services Group, Inc. 0.00% Add +10.3% 33,038 $1.7M
Flow Traders U.S. LLC 0.06% New 32,105 $1.6M
LexAurum Advisors, LLC 0.25% No change 31,755 $1.6M
Voya Financial Advisors, Inc. 0.15% Reduce -0.8% 30,436 $1.5M
Wealthfront Advisers LLC 0.00% Add +40.6% 28,750 $1.4M
Israel Discount Bank of New York 5.44% Add +6.4% 28,514 $1.4M
RMR Capital Management, LLC 1.00% Add +1.5% 27,942 $1.4M
Allstate Corp. 0.10% Reduce -87.2% 27,528 $1.4M
Susquehanna International Group, LLP 0.00% Reduce -62.9% 27,010 $1.4M
Atria Wealth Solutions, Inc. 0.03% Reduce -36.8% 26,853 $1.3M
Koshinski Asset Management, Inc. 0.09% Reduce -14.3% 24,852 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.8% 24,649 $1.2M
Tranquilli Financial Advisor LLC 0.76% Add +14.1% 24,598 $1.2M
US Bancorp \de 0.00% Reduce -6.2% 24,351 $1.2M
Gallagher Fiduciary Advisors, LLC 0.05% Add +13125.5% 58,721,012 $1.2M
Global View Capital Management LLC 0.37% Add +18.8% 23,148 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -4.4% 22,629 $1.1M
Invesco Ltd. 0.00% Add +6.2% 21,797 $1.1M
Valtrion Capital Management, LLC 1.30% Add +2.5% 21,646 $1.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -63.3% 20,501 $1.0M
Wambolt & Associates, LLC 0.35% Reduce -7.0% 20,453 $1.0M
James Investment Research, Inc. 0.12% Reduce -2.3% 20,114 $1.0M
Cambridge Associates LLC /Ma/ 0.02% No change 20,000 $1.0M
Sovran Advisors, LLC 0.10% Add +133.9% 20,171 $995K
Independent Financial Group, LLC 0.03% Add +167.5% 19,389 $973K
Vantage Financial Partners, LLC 0.22% Reduce -14.0% 18,598 $934K
Berkeley Capital Partners, LLC 0.24% Reduce -0.2% 18,540 $931K
United Capital Financial Advisors, LLC 0.01% Reduce -82.5% 18,420 $925K
Sofi Wealth, LLC 0.06% Add +71.4% 17,954 $901K
RHS Financial, LLC 0.51% New 17,915 $900K
Valmark Advisers, Inc. 0.01% Reduce -1.2% 17,582 $883K
Jones Financial Companies LLLP 0.00% Add +84.3% 17,628 $877K

"% 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.

Show all 211 holders