Vault-13

ISHARES TR IGEB

INVESTMENT GRADE · ETP · CUSIP 46435G219

157 institutional holders -18 vs Q4 2024
21,351,36721.4m shares reported held*
$961.0mreported value*
10 new 92 added 40 reduced 26 sold out net bought ≈ $106.6m (+2.4m 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 ($1.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.01.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 26Q4 22: 33Q1 23: 45Q2 23: 42Q3 23: 43Q4 23: 83Q1 24: 100Q2 24: 204Q3 24: 233Q4 24: 175Q1 25: 157157Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202226
Q4 202233
Q1 202345
Q2 202342
Q3 202343
Q4 202383
Q1 2024100
Q2 2024204
Q3 2024233
Q4 2024175
Q1 2025157

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 23: 28 bought or addedQ2 23: 18 cut or sold outQ3 23: 24 bought or addedQ3 23: 20 cut or sold outQ3 23Q4 23: 59 bought or addedQ4 23: 22 cut or sold outQ1 24: 78 bought or addedQ1 24: 21 cut or sold outQ1 24Q2 24: 185 bought or addedQ2 24: 20 cut or sold outQ3 24: 160 bought or addedQ3 24: 70 cut or sold outQ3 24Q4 24: 74 bought or addedQ4 24: 164 cut or sold outQ1 25: 102 bought or addedQ1 25: 66 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20232818
Q3 20232420
Q4 20235922
Q1 20247821
Q2 202418520
Q3 202416070
Q4 202474164
Q1 202510266

Biggest buyers

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC New +611,374+611.4k
BlackRock, Inc. Added +396,611+396.6k
ENVESTNET ASSET MANAGEMENT INC Added +358,899+358.9k
Geneos Wealth Management Inc. Added +266,943+266.9k
UBS Group AG Added +201,290+201.3k
State of New Jersey Common Pension Fund D Added +200,000+200.0k
Merit Financial Group, LLC Added +177,768+177.8k
Betterment LLC Added +153,230+153.2k
JANE STREET GROUP, LLC Added +137,686+137.7k
Integrated Wealth Concepts LLC New +134,160+134.2k

Biggest sellers

CITADEL ADVISORS LLC Reduced -573,870-573.9k
Parallel Advisors, LLC Reduced -415,014-415.0k
MERCER GLOBAL ADVISORS INC /ADV Reduced -297,471-297.5k
IHT Wealth Management, LLC Reduced -90,318-90.3k
RAYMOND JAMES FINANCIAL INC Reduced -57,971-58.0k
Private Advisor Group, LLC Reduced -57,569-57.6k
COMMONWEALTH EQUITY SERVICES, LLC Sold out -44,871-44.9k
CWM, LLC Reduced -32,916-32.9k
Buffington Mohr McNeal Reduced -30,625-30.6k
EXCHANGE TRADED CONCEPTS, LLC Reduced -30,384-30.4k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,862,5731.9m $83.8m $83.8m 0.03% Added +358.9k +358,899
2 State of New Jersey Common Pension Fund D 0.33% of their portfolio TRENTON, NJ 1,621,9321.6m $73.0m $73.0m 0.33% Added +200.0k +200,000
3 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,414,7951.4m $63.7m $63.7m 0.02% Added +95.7k +95,664
4 Hennion & Walsh Asset Management, Inc. 2.26% of their portfolio Parsippany, NJ 1,131,0511.1m $50.9m $50.9m 2.26% Added +40.0k +39,984
5 Stratos Investment Management, LLC 2.13% of their portfolio BEACHWOOD, OH 886,851886.9k $39.9m $39.9m 2.13% Added +51.4k +51,391
6 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 864,507864.5k $38.9m $38.9m 0.01% Added +82.4k +82,438
7 CWM, LLC 0.14% of their portfolio OMAHA, NE 793,692793.7k $35.7m $35.7m 0.14% Reduced -32.9k -32,916
8 Betterment LLC 0.07% of their portfolio NEW YORK, NY 634,891634.9k $28.6m $28.6m 0.07% Added +153.2k +153,230
9 OneDigital Investment Advisors LLC 0.33% of their portfolio OVERLAND PARK, KS 624,538624.5k $28.1m $28.1m 0.33% Added +93.1k +93,105
10 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.51% of their portfolio MINNEAPOLIS, MN 611,374611.4k $27.5m $27.5m 0.51% New
11 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 601,478601.5k $27.1m $27.1m 0.00% Added +56.2k +56,171
12 BlackRock, Inc. 0.00% of their portfolio New York, NY 574,988575.0k $25.9m $25.9m 0.00% Added +396.6k +396,611
13 MML INVESTORS SERVICES, LLC 0.09% of their portfolio SPRINGFIELD, MA 567,525567.5k $25.5m $25.5m 0.09% Added +124.0k +124,025
14 Ameliora Wealth Management Ltd. 8.83% of their portfolio ZURICH, V8 521,558521.6k $23.5m $23.5m 8.83% Added +23.6k +23,563
15 Janney Montgomery Scott LLC 0.07% of their portfolio PHILADELPHIA, PA 517,705517.7k $23.3m $23.3m 0.07% Added +125.7k +125,680
16 WALLER FINANCIAL PLANNING GROUP, INC 6.18% of their portfolio COLUMBUS, OH 488,616488.6k $22.0m $22.0m 6.18% Reduced -14.7k -14,699
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 471,525471.5k $21.2m $21.2m 0.00% Added +109.7k +109,683
18 Geneos Wealth Management Inc. 0.28% of their portfolio ENGLEWOOD, CO 429,962430.0k $19.4m $19.4m 0.28% Added +266.9k +266,943
19 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 414,520414.5k $18.7m $18.7m 0.06% Reduced -14.8k -14,774
20 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 377,254377.3k $17.0m $17.0m 0.00% Added +67.5k +67,525
21 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.12% of their portfolio IRVING, TX 305,791305.8k $13.8m $13.8m 0.12% Added +53.2k +53,230
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 291,438291.4k $13.1m $13.1m 0.00% Added +201.3k +201,290
23 BlueStem Wealth Partners, LLC 1.69% of their portfolio MINNETONKA, MN 275,079275.1k $12.4m $12.4m 1.69% Reduced -22.1k -22,098
24 McGlone Suttner Wealth Management, Inc. 1.94% of their portfolio APPLETON, WI 262,288262.3k $11.8m $11.8m 1.94% Added +9.4k +9,425
25 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 226,072226.1k $10.2m $10.2m 0.06% Reduced -57.6k -57,569
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 215,923215.9k $9.7m $9.7m 0.00% Added +122.8k +122,847
27 DORVAL Corp 3.72% of their portfolio MAPLE GROVE, MN 204,216204.2k $9.3m $9.3m 3.72% Added +4.3k +4,331
28 Merit Financial Group, LLC 0.13% of their portfolio ALPHARETTA, GA 192,141192.1k $8.6m $8.6m 0.13% Added +177.8k +177,768
29 EXCHANGE TRADED CONCEPTS, LLC 0.15% of their portfolio Oklahoma City, OK 184,991185.0k $8.3m $8.3m 0.15% Reduced -30.4k -30,384
30 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 160,594160.6k $7.2m $7.2m 0.00% Added +41.4k +41,412
31 Systelligence, LLC 1.70% of their portfolio BLOOMINGTON, MN 156,982157.0k $7.1m $7.1m 1.70% Added +66.2k +66,179
32 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 155,508155.5k $7.0m $7.0m 0.01% Added +137.7k +137,686
33 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 152,333152.3k $6.9m $6.9m 0.01% Reduced -7.6k -7,642
34 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 139,029139.0k $6.3m $6.3m 0.00% Reduced -58.0k -57,971
35 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 134,969135.0k $6.1m $6.1m 0.01% Added +19.6k +19,573
36 Integrated Wealth Concepts LLC 0.07% of their portfolio WALTHAM, MA 134,160134.2k $6.0m $6.0m 0.07% New
37 CPA Asset Management Group, LLC 2.37% of their portfolio WEST PALM BEACH, FL 119,462119.5k $5.4m $5.4m 2.37% Added +6.5k +6,505
38 TD Waterhouse Canada Inc. 0.04% of their portfolio TORONTO, A6 116,517116.5k $5.2m $5.2m 0.04% Added +6.5k +6,533
39 HARBOUR INVESTMENTS, INC. 0.12% of their portfolio MADISON, WI 96,48896.5k $4.3m $4.3m 0.12% Added +17.4k +17,438
40 Breakwater Capital Group 0.70% of their portfolio PARAMUS, NJ 87,01887.0k $3.9m $3.9m 0.70% Added +30.0k +29,991
41 DOHJ, LLC 0.86% of their portfolio SEATTLE, WA 83,28383.3k $3.7m $3.7m 0.86% Added +16.1k +16,069
42 PARK AVENUE SECURITIES LLC 0.04% of their portfolio NEW YORK, NY 79,22479.2k $3.6m $3.6m 0.04% Added +19.2k +19,185
43 Lunt Capital Management, Inc. 1.20% of their portfolio HOLLADAY, UT 73,35973.4k $3.3m $3.3m 1.20% Added +15.7k +15,691
44 ORG Partners LLC 0.76% of their portfolio ROANOKE, IN 68,98369.0k $3.1m $3.1m 0.76% Added +25.5k +25,524
45 Parallel Advisors, LLC 0.07% of their portfolio SAN FRANCISCO, CA 66,86866.9k $3.0m $3.0m 0.07% Reduced -415.0k -415,014
46 Accel Wealth Management 1.05% of their portfolio WAVERLY, IA 64,23764.2k $2.9m $2.9m 1.05% Added +10.8k +10,831
47 IFP Advisors, Inc 0.09% of their portfolio TAMPA, FL 63,97664.0k $2.9m $2.9m 0.09% Added +18.4k +18,425
48 Tennessee Valley Asset Management Partners 0.47% of their portfolio KNOXVILLE, TN 63,89663.9k $2.9m $2.9m 0.47% Added +4.2k +4,156
49 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 59,87859.9k $2.7m $2.7m 0.01% Reduced -17.4k -17,376
50 PEAPACK GLADSTONE FINANCIAL CORP 0.04% of their portfolio BEDMINSTER, NJ 58,27058.3k $2.6m $2.6m 0.04% Added +18.8k +18,790
51 Hoese & Co LLP 2.17% of their portfolio GLENCOE, MN 55,67955.7k $2.5m $2.5m 2.17% Added +1.4k +1,404
52 Trivium Point Advisory, LLC 0.31% of their portfolio WILTON, CT 54,65954.7k $2.5m $2.5m 0.31% Added +24.6k +24,602
53 Advisory Services Network, LLC 0.05% of their portfolio ATLANTA, GA 53,80153.8k $2.4m $2.4m 0.05% Added +8.8k +8,807
54 FreeGulliver LLC 1.19% of their portfolio NEW ORLEANS, LA 52,34352.3k $2.4m $2.4m 1.19% Added +1.3k +1,257
55 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 50,49150.5k $2.3m $2.3m 0.02% Added +9.4k +9,437
56 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 47,73447.7k $2.1m $2.1m 0.01% Reduced -9.0k -8,986
57 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 46,95347.0k $2.1m $2.1m 0.03% Added +14.5k +14,470
58 FOUNDERS FINANCIAL SECURITIES LLC 0.17% of their portfolio TOWSON, MD 45,89945.9k $2.1m $2.1m 0.17% Added +3.1k +3,121
59 Ascent Group, LLC 0.09% of their portfolio VIRGINIA BEACH, VA 45,77845.8k $2.1m $2.1m 0.09% Added +22.3k +22,331
60 Altus Wealth Management, LLC 0.93% of their portfolio FT MITCHELL, KY 43,89843.9k $2.0m $2.0m 0.93% Added +2.1k +2,120
61 Dynasty Wealth Management, LLC 0.03% of their portfolio ST. PETERSBURG, FL 43,61743.6k $2.0m $2.0m 0.03% Added +7.1k +7,101
62 Patton Albertson Miller Group, LLC 0.28% of their portfolio Chattanooga, TN 42,27942.3k $1.9m $1.9m 0.28% Added +9.5k +9,523
63 SWMG, LLC 0.74% of their portfolio FORT WORTH, TX 41,61741.6k $1.9m $1.9m 0.74% Added +13.5k +13,509
64 Fermata Advisors, LLC 0.32% of their portfolio SONOMA, CA 38,91138.9k $1.8m $1.8m 0.32% Added +21.7k +21,688
65 Prime Capital Investment Advisors, LLC 0.02% of their portfolio OVERLAND PARK, KS 37,04837.0k $1.7m $1.7m 0.02% Added +1.9k +1,862
66 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 37,04037.0k $1.7m $1.7m 0.04% Added +13.1k +13,112
67 Shared Vision Wealth Group LLC 0.87% of their portfolio CARLSBAD, X1 35,26335.3k $1.6m $1.6m 0.87% Added +2.2k +2,226
68 NorthRock Partners, LLC 0.05% of their portfolio MINNEAPOLIS, MN 33,48433.5k $1.5m $1.5m 0.05% New
69 SILVER OAK SECURITIES, INCORPORATED 0.14% of their portfolio JACKSON, TN 32,92532.9k $1.5m $1.5m 0.14% Added +4.5k +4,497
70 FLOW TRADERS U.S. LLC 0.06% of their portfolio NEW YORK, NY 31,42931.4k $1.4m $1.4m 0.06% Reduced -4.3k -4,336
71 HB Wealth Management, LLC 0.01% of their portfolio Atlanta, GA 30,20430.2k $1.4m $1.4m 0.01% New
72 Convergence Financial, LLC 0.25% of their portfolio COLUMBIA, MO 28,72528.7k $1.3m $1.3m 0.25% Reduced -634 -634
73 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 28,38128.4k $1.3m $1.3m 0.00% Reduced -297.5k -297,471
74 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 28,14028.1k $1.3m $1.3m 0.00% Reduced -573.9k -573,870
75 FORTE ASSET MANAGEMENT LLC 0.61% of their portfolio BEDFORD, NY 26,76626.8k $1.2m $1.2m 0.61% Added +4.4k +4,381
76 Keystone Wealth Services, LLC 0.31% of their portfolio PALM DESERT, CA 25,33125.3k $1.1m $1.1m 0.31% Added +18 +18
77 Wealth Management Associates, Inc. 0.47% of their portfolio Cherry Hill, NJ 24,13324.1k $1.1m $1.1m 0.47% Added +1.6k +1,628
78 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 22,68922.7k $1.0m $1.0m 0.03% Reduced -11.3k -11,274
79 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 22,20822.2k $999.6k $999.6k 0.03% Added +9.5k +9,497
80 SAGESPRING WEALTH PARTNERS, LLC 0.03% of their portfolio FRANKLIN, TN 22,08922.1k $994.2k $994.2k 0.03% Added +3.7k +3,664
81 MA Private Wealth 0.18% of their portfolio SAN CARLOS, CA 21,22821.2k $955.5k $955.5k 0.18% Reduced -574 -574
82 Two West Capital Advisors LLC 0.73% of their portfolio Overland Park, KS 20,10120.1k $877.4k $877.4k 0.73% Added +3.9k +3,870
83 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 19,85319.9k $893.6k $893.6k 0.02% Reduced -23 -23
84 Sovran Advisors, LLC 0.11% of their portfolio SAN DIEGO, CA 19,44119.4k $861.3k $861.3k 0.11% Added +2.9k +2,860
85 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 19,03919.0k $856.9k $856.9k 0.00% Reduced -701 -701
86 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 18,13218.1k $816.1k $816.1k 0.03% Reduced -90.3k -90,318
87 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 17,30717.3k $779.0k $779.0k 0.00% Reduced -5.6k -5,634
88 Able Wealth Management LLC 0.44% of their portfolio Toms River, NJ 16,64916.6k $749.4k $749.4k 0.44% Added +11.7k +11,673
89 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 15,88815.9k $715.2k $715.2k 0.00% Added +5.8k +5,781
90 Centerpoint Advisory Group 0.70% of their portfolio Overland Park, KS 15,85215.9k $713.5k $713.5k 0.70% Reduced -184 -184
91 Lion Street Advisors, LLC 0.23% of their portfolio Austin, TX 15,80215.8k $711.2k $711.2k 0.23% Added +180 +180
92 EAGLE GLOBAL ADVISORS LLC 0.03% of their portfolio Houston, TX 15,75015.8k $708.9k $708.9k 0.03% Added +3.9k +3,850
93 Tidemark, LLC 0.25% of their portfolio SAN DIEGO, CA 15,38615.4k $692.5k $692.5k 0.25% Reduced -30.4k -30,351
94 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 15,15415.2k $681.8k $681.8k 0.00% Added +1.2k +1,228
95 1620 INVESTMENT ADVISORS, INC. 0.48% of their portfolio PLYMOUTH, MA 13,95114.0k $628.0k $628.0k 0.48% Added +208 +208
96 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 13,81813.8k $621.9k $621.9k 0.00% Added +508 +508
97 Advus Financial Partners, LLC 0.17% of their portfolio WINTER PARK, FL 13,55813.6k $610.2k $610.2k 0.17% Reduced -11.9k -11,868
98 Vertex Planning Partners, LLC 0.13% of their portfolio DOWNERS GROVE, IL 13,17113.2k $592.8k $592.8k 0.13% Added +3.1k +3,089
99 Cyndeo Wealth Partners, LLC 0.04% of their portfolio ST. PETERSBURG, FL 13,16813.2k $592.7k $592.7k 0.04% Added +1.7k +1,699
100 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 12,01312.0k $540.7k $540.7k 0.01% Added +1.8k +1,849