ISHARES U S ETF TR IGBH
INT RT HD LONG · ETP · CUSIP 46431W812
30
institutional holders
-3 vs Q1 2023
842.5k
shares reported held*
$20.0mreported value*
2 new
8 added
11 reduced
6 sold out
net sold ≈ $36.3m (-1.5m 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 ≈ $23.77.
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 39 |
| Q4 2022 | 38 |
| Q1 2023 | 33 |
| Q2 2023 | 30 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 17 | 24 |
| Q1 2023 | 12 | 18 |
| Q2 2023 | 10 | 17 |
Biggest buyers
| J.W. COLE ADVISORS, INC. | New | +13.0k |
| Raymond James Financial Services Advisors, Inc. | New | +10.9k |
| Sound Income Strategies, LLC | Added | +9.6k |
| MORGAN STANLEY | Added | +4.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +2.7k |
| BANK OF AMERICA CORP /DE/ | Added | +1.8k |
| STIFEL FINANCIAL CORP | Added | +537 |
| Farther Finance Advisors, LLC | Added | +414 |
| Destination Wealth Management | Added | +112 |
| Retirement Group, LLC | Added | +9 |
Biggest sellers
| Connectus Wealth, LLC | Reduced | -1.2m |
| SOUTHERN CAPITAL ADVISORS, LLC | Sold out | -201.6k |
| Western Wealth Management, LLC | Sold out | -47.8k |
| LPL Financial LLC | Reduced | -30.6k |
| Legacy Capital Group California, Inc. | Sold out | -12.2k |
| JANE STREET GROUP, LLC | Reduced | -10.3k |
| CITADEL ADVISORS LLC | Reduced | -5.8k |
| Advisory Services Network, LLC | Sold out | -4.7k |
| OSAIC HOLDINGS, INC. | Reduced | -2.9k |
| Belpointe Asset Management LLC | Sold out | -2.5k |
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| Connectus Wealth, LLC 0.13% of their portfolio | 246.2k $5.9m | Reduced -1.2m |
| Sound Income Strategies, LLC 0.44% of their portfolio | 181.1k $4.3m | Added +9.6k |
| MORGAN STANLEY 0.00% of their portfolio | 146.6k $3.5m | Added +4.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 41.4k $984.1k | Added +2.7k |
| LPL Financial LLC 0.00% of their portfolio | 31.9k $756.8k | Reduced -30.6k |
| Destination Wealth Management 0.03% of their portfolio | 29.6k $702.6k | Added +112 |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 25.1k $596.6k | Added +537 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 23.1k $549.9k | Reduced -10.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 15.8k $376.1k | Reduced -5.8k |
| Focus Partners Advisor Solutions, LLC 0.02% of their portfolio | 14.8k $352.1k | Reduced -209 |
| Farther Finance Advisors, LLC 0.08% of their portfolio | 14.5k $345.6k | Added +414 |
| J.W. COLE ADVISORS, INC. 0.02% of their portfolio | 13.0k $309.9k | New |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 10.9k $260.2k | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 10.7k $253.7k | Added +1.8k |
| Brookstone Capital Management 0.00% of their portfolio | 10.2k $241.4k | Reduced -2.1k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 8.0k $189.7k | First filing |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 7.9k $188.0k | Unchanged |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.01% of their portfolio | 3.4k $80.3k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 2.5k $58.3k | Reduced -2.9k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 2.1k $49.2k | Reduced -172 |
| TUCKER ASSET MANAGEMENT LLC 0.01% of their portfolio | 1.2k $28.8k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 902 $21.4k | Unchanged |
| Retirement Group, LLC 0.01% of their portfolio | 564 $13.4k | Added +9 |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 380 $9.0k | Reduced -77 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 294 $7.0k | Unchanged |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 160 $3.8k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 133 $3.0k | Unchanged |
| FMR LLC 0.00% of their portfolio | 47 $1.1k | Reduced -189 |
| UBS Group AG 0.00% of their portfolio | 1 $24 | Reduced -1.1k |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |