Vault-13

ISHARES TR IGLB

10+ YR INVST GRD · ETP · CUSIP 464289511

142 institutional holders +13 vs Q3 2022
22,372,44922.4m shares reported held*
$1.1bnreported value*
28 new 43 added 38 reduced 20 sold out net bought ≈ $64.6m (+1.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $49.75. Options: 1 managers hold calls ($1.8m notional), 1 hold puts ($567.6k).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 129Q4 22: 142142Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022129
Q4 2022142

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5m$2mQ3 22 calls: $1.5mQ3 22 puts: $212.0kQ3 22P/C 0.14Q4 22 calls: $1.8mQ4 22 puts: $567.6kQ4 22P/C 0.31
Numbers
QuarterCallsPutsP/C
Q3 2022$1.5m$212.0k0.14
Q4 2022$1.8m$567.6k0.31

Biggest buyers

BlackRock Inc. Added +504,481+504.5k
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC New +390,420+390.4k
ENVESTNET ASSET MANAGEMENT INC Added +185,272+185.3k
Tennessee Valley Asset Management Partners Added +176,507+176.5k
RiverFront Investment Group, LLC New +167,725+167.7k
RAYMOND JAMES & ASSOCIATES Added +149,029+149.0k
Klaas Financial Asset Advisors, LLC Added +146,071+146.1k
ROYAL BANK OF CANADA Added +133,187+133.2k
WELLS FARGO & COMPANY/MN Added +131,014+131.0k
PRUDENTIAL PLC Added +114,650+114.7k

Biggest sellers

AMERIPRISE FINANCIAL INC Reduced -292,007-292.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -286,107-286.1k
GOLDMAN SACHS GROUP INC Sold out -200,000-200.0k
Connectus Wealth, LLC Reduced -178,708-178.7k
JANE STREET GROUP, LLC Sold out -105,475-105.5k
SG Americas Securities, LLC Reduced -96,700-96.7k
Composition Wealth, LLC Reduced -71,183-71.2k
CWM, LLC Reduced -69,243-69.2k
Cambridge Investment Research Advisors, Inc. Reduced -59,404-59.4k
Allspring Global Investments Holdings, LLC Reduced -50,108-50.1k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.8m37.0k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $567.6k11.4k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock Portfolio Management LLC 13G · institution +3.4 pts · filed 2026-10-05 10.3% +3.4 pts 5.6m≈ $281.0m 2026-10-05

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.01% of their portfolio New York, NY 5,415,9715.4m $269.7m $269.7m 0.01% Added +504.5k +504,481
2 PRUDENTIAL PLC 1.48% of their portfolio LONDON, X0 2,365,3582.4m $117.8m $117.8m 1.48% Added +114.7k +114,650
3 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,227,4372.2m $110.9m $110.9m 0.01% Added +89.0k +89,010
4 Allianz Investment Management U.S. LLC 7.01% of their portfolio Minneapolis, MN 1,548,0001.5m $77.1m $77.1m 7.01% Unchanged
5 Daiichi Life Insurance Co., Ltd. 1.51% of their portfolio TOKYO, M0 1,307,1001.3m $65.1m $65.1m 1.51% Unchanged
6 Kemper Corp Master Retirement Trust 32.30% of their portfolio CHICAGO, IL 720,506720.5k $35.9m $35.9m 32.30% Unchanged
7 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 658,649658.6k $32.8m $32.8m 0.02% Added +185.3k +185,272
8 NYL Investors LLC 2.32% of their portfolio NEW YORK, NY 649,300649.3k $32.3m $32.3m 2.32% Added +57.4k +57,400
9 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 509,347509.3k $25.4m $25.4m 0.01% Added +131.0k +131,014
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 487,198487.2k $24.3m $24.3m 0.00% Added +55.5k +55,508
11 Allspring Global Investments Holdings, LLC 0.04% of their portfolio CHARLOTTE, NC 487,089487.1k $24.3m $24.3m 0.04% Reduced -50.1k -50,108
12 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 468,132468.1k $23.3m $23.3m 0.01% Added +133.2k +133,187
13 ASSETMARK, INC 0.09% of their portfolio CONCORD, CA 397,734397.7k $19.8m $19.8m 0.09% Reduced -9.6k -9,561
14 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2.44% of their portfolio ORLANDO, FL 390,420390.4k $23.6m $23.6m 2.44% New
15 Composition Wealth, LLC 0.45% of their portfolio LOS ANGELES, CA 265,563265.6k $13.2m $13.2m 0.45% Reduced -71.2k -71,183
16 Tennessee Valley Asset Management Partners 4.55% of their portfolio KNOXVILLE, TN 263,436263.4k $13.1m $13.1m 4.55% Added +176.5k +176,507
17 PFS INVESTMENTS INC. 0.24% of their portfolio DULUTH, GA 254,620254.6k $12.7m $12.7m 0.24% Added +47.3k +47,269
18 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.09% of their portfolio Cincinnati, OH 223,726223.7k $11.1m $11.1m 0.09% Unchanged
19 DEERE & CO 5.35% of their portfolio MOLINE, IL 221,925221.9k $11.0m $11.0m 5.35% First filing
20 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.12% of their portfolio New York, NY 201,410201.4k $10.0m $10.0m 0.12% Unchanged
21 Connectus Wealth, LLC 0.23% of their portfolio CINCINNATI, OH 192,979193.0k $9.6m $9.6m 0.23% Reduced -178.7k -178,708
22 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 181,916181.9k $9.1m $9.1m 0.01% Added +149.0k +149,029
23 Klaas Financial Asset Advisors, LLC 2.14% of their portfolio LOVES PARK, IL 173,232173.2k $8.6m $8.6m 2.14% Added +146.1k +146,071
24 RiverFront Investment Group, LLC 0.60% of their portfolio RICHMOND, VA 167,725167.7k $2.7m $2.7m 0.60% New
25 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 166,927166.9k $8.4m $8.4m 0.00% Reduced -292.0k -292,007
26 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 155,455155.5k $7.7m $7.7m 0.01% Added +20.7k +20,721
27 KEYBANK NATIONAL ASSOCIATION/OH 0.04% of their portfolio BROOKLYN, OH 146,323146.3k $7.3m $7.3m 0.04% Reduced -38.9k -38,917
28 AGILIS PARTNERS LLC 3.24% of their portfolio WALTHAM, MA 140,256140.3k $7.0m $7.0m 3.24% Reduced -29.0k -29,040
29 1900 WEALTH MANAGEMENT LLC 0.68% of their portfolio SAN ANTONIO, TX 125,917125.9k $6.3m $6.3m 0.68% Reduced -1.6k -1,649
30 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 123,524123.5k $6.2m $6.2m 0.01% Added +47.3k +47,348
31 UBS Group AG 0.00% of their portfolio ZURICH, V8 115,095115.1k $5.7m $5.7m 0.00% Added +4.2k +4,150
32 AE Wealth Management LLC 0.04% of their portfolio TOPEKA, KS 111,042111.0k $5.5m $5.5m 0.04% Added +75.5k +75,549
33 Carolina Wealth Advisors, LLC 3.25% of their portfolio MYRTLE BEACH, SC 103,652103.7k $5.2m $5.2m 3.25% Added +27.6k +27,572
34 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 102,423102.4k $5.1m $5.1m 0.05% Added +89.4k +89,448
35 Fund Evaluation Group, LLC 0.62% of their portfolio CINCINNATI, OH 89,64089.6k $5.0m $5.0m 0.62% Unchanged
36 PROTECTIVE LIFE CORP 3.39% of their portfolio BIRMINGHAM, AL 85,00085.0k $4.2m $4.2m 3.39% Unchanged
37 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 75,56475.6k $3.8m $3.8m 0.01% Added +33.7k +33,651
38 Jenkins Wealth 1.45% of their portfolio ENGLEWOOD, CO 72,11372.1k $3.6m $3.6m 1.45% First filing
39 Cetera Advisor Networks LLC 0.03% of their portfolio EL SEGUNDO, CA 67,52267.5k $3.4m $3.4m 0.03% Added +49.0k +49,020
40 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 66,74466.7k $3.3m $3.3m 0.00% Reduced -5.3k -5,331
41 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 60,78760.8k $3.0m $3.0m 0.01% Added +49.2k +49,250
42 Hennion & Walsh Asset Management, Inc. 0.18% of their portfolio Parsippany, NJ 59,82659.8k $3.0m $3.0m 0.18% Added +1.4k +1,406
43 FDx Advisors, Inc. 0.12% of their portfolio BERWYN, PA 56,67656.7k $2.8m $2.8m 0.12% Added +9.1k +9,133
44 ShoreHaven Wealth Partners, LLC 1.45% of their portfolio Red Bank, NJ 41,37641.4k $2.1m $2.1m 1.45% Reduced -111 -111
45 Pacific Wealth Management 1.30% of their portfolio SAN DIEGO, CA 35,59535.6k $1.8m $1.8m 1.30% Reduced -1.4k -1,391
46 OLD MISSION CAPITAL LLC 0.08% of their portfolio CHICAGO, IL 34,99035.0k $1.7m $1.7m 0.08% New
47 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 32,97033.0k $1.6m $1.6m 0.00% Reduced -14.1k -14,070
48 Investors Research Corp 0.44% of their portfolio ATLANTA, GA 32,79432.8k $1.6m $1.6m 0.44% Added +4.4k +4,380
49 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 32,22232.2k $1.6m $1.6m 0.00% Added +2.9k +2,939
50 Pinnacle Family Advisors, LLC 1.04% of their portfolio Springfield, MO 29,33929.3k $1.5m $1.5m 1.04% New
51 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 26,69126.7k $1.3m $1.3m 0.00% Reduced -27.4k -27,411
52 Boltwood Capital Management 0.52% of their portfolio WALNUT CREEK, CA 25,94525.9k $1.3m $1.3m 0.52% Added +13.6k +13,645
53 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 23,29523.3k $1.2m $1.2m 0.01% New
54 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 21,73321.7k $1.1m $1.1m 0.00% Added +15.0k +15,034
55 Autonomy Capital (Jersey) L.P. 1.72% of their portfolio ST. HELIER, Y9 21,00121.0k $1.0m $1.0m 1.72% New
56 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.08% of their portfolio BIRMINGHAM, AL 20,13520.1k $1.0m $1.0m 0.08% Added +513 +513
57 Sage Advisory Services, Ltd.Co. 0.24% of their portfolio AUSTIN, TX 16,16816.2k $805.0k $805.0k 0.24% Added +2.2k +2,217
58 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 14,88114.9k $740.9k $740.9k 0.01% New
59 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 14,79914.8k $736.0k $736.0k 0.00% Reduced -2.6k -2,644
60 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 14,28014.3k $711.0k $711.0k 0.00% Added +6.6k +6,552
61 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio Stamford, CT 13,47613.5k $671.0k $671.0k 0.01% Added +4.9k +4,859
62 Cetera Advisors LLC 0.01% of their portfolio DENVER, CO 13,09213.1k $651.9k $651.9k 0.01% New
63 KCS Wealth Advisory 0.26% of their portfolio LOS ANGELES, CA 12,42112.4k $618.4k $618.4k 0.26% Reduced -3.1k -3,083
64 Voya Financial Advisors, Inc. 0.08% of their portfolio WINDSOR, CT 12,28512.3k $618.2k $618.2k 0.08% Reduced -1.3k -1,297
65 MCF Advisors LLC 0.06% of their portfolio LEXINGTON, KY 10,86910.9k $541.2k $541.2k 0.06% New
66 Horizons Wealth Management 0.41% of their portfolio ASHEVILLE, NC 10,35510.4k $516.0k $516.0k 0.41% Reduced -129 -129
67 Betterment LLC 0.00% of their portfolio NEW YORK, NY 9,7039.7k $483.0k $483.0k 0.00% Reduced -1.0k -1,040
68 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 8,7668.8k $436.0k $436.0k 0.00% Reduced -59.4k -59,404
69 GeoWealth Management, LLC 0.04% of their portfolio CHICAGO, IL 8,4268.4k $420.0k $420.0k 0.04% New
70 Source Financial Advisors LLC 0.16% of their portfolio NEW YORK, NY 8,4268.4k $419.5k $419.5k 0.16% New
71 Belpointe Asset Management LLC 0.02% of their portfolio RENO, NV 7,3577.4k $366.3k $366.3k 0.02% Reduced -15 -15
72 Sound Income Strategies, LLC 0.04% of their portfolio FT LAUDERDALE, FL 6,7116.7k $334.1k $334.1k 0.04% Reduced -124 -124
73 Grey Ledge Advisors, LLC 0.12% of their portfolio GUILFORD, CT 6,6006.6k $328.6k $328.6k 0.12% Added +1.2k +1,200
74 LaSalle St. Investment Advisors, LLC 0.15% of their portfolio ELMHURST, IL 6,3886.4k $318.0k $318.0k 0.15% First filing
75 Checchi Capital Advisers, LLC 0.03% of their portfolio BEVERLY HILLS, CA 6,3776.4k $317.5k $317.5k 0.03% New
76 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 6,2946.3k $313.0k $313.0k 0.02% New
77 Ipsen Advisor Group LLC 0.36% of their portfolio LITTLE ROCK, AR 6,2276.2k $310.0k $310.0k 0.36% First filing
78 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 6,0646.1k $301.9k $301.9k 0.02% Added +6.1k +6,058
79 CLIENT 1ST ADVISORY GROUP, LLC 0.17% of their portfolio DUNEDIN, FL 5,9906.0k $298.2k $298.2k 0.17% Reduced -1.0k -1,016
80 Koshinski Asset Management, Inc. 0.03% of their portfolio DECATUR, IL 5,6165.6k $279.6k $279.6k 0.03% New
81 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 4,9304.9k $245.5k $245.5k 0.00% Added +788 +788
82 Laurel Wealth Advisors, Inc. 0.02% of their portfolio SOLANA BEACH, CA 4,8444.8k $241.0k $241.0k 0.02% Added +324 +324
83 Greytown Advisors Inc. 0.11% of their portfolio MIAMI, FL 4,1004.1k $204.1k $204.1k 0.11% New
84 Patten Group, Inc. 0.06% of their portfolio CHATTANOOGA, TN 4,0854.1k $203.4k $203.4k 0.06% Reduced -1.2k -1,230
85 Banque Cantonale Vaudoise 0.01% of their portfolio LAUSANNE, V8 4,0664.1k $202.0k $202.0k 0.01% Reduced -89 -89
86 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 4,0634.1k $202.3k $202.3k 0.00% New
87 SG Americas Securities, LLC 0.00% of their portfolio NEW YORK, NY 3,5003.5k $174.0k $174.0k 0.00% Reduced -96.7k -96,700
88 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 3,0103.0k $149.8k $149.8k 0.01% Reduced -2.5k -2,497
89 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 3,0033.0k $139.0k $139.0k 0.00% New
90 Advisors Asset Management, Inc. 0.00% of their portfolio Monument, CO 2,8912.9k $143.9k $143.9k 0.00% Reduced -1.4k -1,360
91 Park Place Capital Corp 0.03% of their portfolio Homewood, AL 2,1762.2k $108.0k $108.0k 0.03% First filing
92 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,5661.6k $78.0k $78.0k 0.00% Added +700 +700
93 Plante Moran Financial Advisors, LLC 0.01% of their portfolio SOUTHFIELD, MI 1,5541.6k $77.4k $77.4k 0.01% New
94 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,3101.3k $65.0k $65.0k 0.00% Reduced -69.2k -69,243
95 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,1841.2k $59.0k $59.0k 0.00% Reduced -448 -448
96 ALBION FINANCIAL GROUP /UT 0.01% of their portfolio SALT LAKE CITY, UT 1,0801.1k $53.8k $53.8k 0.01% New
97 PrairieView Partners, LLC 0.01% of their portfolio ST. PAUL, MN 1,0411.0k $51.0k $51.0k 0.01% Unchanged
98 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 1,0311.0k $51.3k $51.3k 0.01% Reduced -148 -148
99 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 994994 $49.5k $49.5k 0.00% Reduced -1.0k -1,015
100 HERITAGE WEALTH MANAGEMENT, LLC 0.01% of their portfolio PHOENIX, AZ 976976 $48.6k $48.6k 0.01% Added +488 +488