Vault-13

ISHARES TR IGEB

INVESTMENT GRADE · ETP · CUSIP 46435G219

181 institutional holders +24 vs Q1 2025
25,561,77025.6m shares reported held*
$1.2bnreported value*
31 new 83 added 51 reduced 7 sold out net bought ≈ $192.7m (+4.2m 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 ($2.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.44.

Trends to Q2 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: 157Q2 25: 181181Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025181

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 23: 24 bought or addedQ3 23: 20 cut or sold outQ4 23: 59 bought or addedQ4 23: 22 cut or sold outQ4 23Q1 24: 78 bought or addedQ1 24: 21 cut or sold outQ2 24: 185 bought or addedQ2 24: 20 cut or sold outQ2 24Q3 24: 160 bought or addedQ3 24: 70 cut or sold outQ4 24: 74 bought or addedQ4 24: 164 cut or sold outQ4 24Q1 25: 102 bought or addedQ1 25: 66 cut or sold outQ2 25: 114 bought or addedQ2 25: 58 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232420
Q4 20235922
Q1 20247821
Q2 202418520
Q3 202416070
Q4 202474164
Q1 202510266
Q2 202511458

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +1,275,912+1.3m
LPL Financial LLC Added +601,374+601.4k
BANK OF AMERICA CORP /DE/ Added +530,529+530.5k
ROYAL BANK OF CANADA Added +510,325+510.3k
COMMONWEALTH EQUITY SERVICES, LLC New +236,912+236.9k
MML INVESTORS SERVICES, LLC Added +179,394+179.4k
MORGAN STANLEY Added +178,838+178.8k
ASSETMARK, INC New +157,095+157.1k
AMERIPRISE FINANCIAL INC Added +131,839+131.8k
Envestnet Portfolio Solutions, Inc. Added +117,372+117.4k

Biggest sellers

Hennion & Walsh Asset Management, Inc. Reduced -336,432-336.4k
Geneos Wealth Management Inc. Reduced -176,735-176.7k
JANE STREET GROUP, LLC Reduced -120,102-120.1k
TD Waterhouse Canada Inc. Reduced -114,350-114.3k
BlueStem Wealth Partners, LLC Reduced -104,075-104.1k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Reduced -92,173-92.2k
Tennessee Valley Asset Management Partners Sold out -63,896-63.9k
DOHJ, LLC Reduced -59,830-59.8k
FLOW TRADERS U.S. LLC Sold out -31,429-31.4k
NorthRock Partners, LLC Reduced -27,043-27.0k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 3,138,4853.1m $142.6m $142.6m 0.04% Added +1.3m +1,275,912
2 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 2,016,1692.0m $91.6m $91.6m 0.03% Added +601.4k +601,374
3 State of New Jersey Common Pension Fund D 0.29% of their portfolio TRENTON, NJ 1,621,9321.6m $73.7m $73.7m 0.29% Unchanged
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,132,0071.1m $51.4m $51.4m 0.00% Added +530.5k +530,529
5 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 996,346996.3k $45.3m $45.3m 0.01% Added +131.8k +131,839
6 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 981,850981.9k $44.6m $44.6m 0.00% Added +510.3k +510,325
7 Stratos Investment Management, LLC 1.91% of their portfolio BEACHWOOD, OH 915,748915.7k $41.6m $41.6m 1.91% Added +28.9k +28,897
8 Hennion & Walsh Asset Management, Inc. 1.46% of their portfolio Parsippany, NJ 794,619794.6k $36.1m $36.1m 1.46% Reduced -336.4k -336,432
9 CWM, LLC 0.13% of their portfolio OMAHA, NE 783,778783.8k $35.6m $35.6m 0.13% Reduced -9.9k -9,914
10 MML INVESTORS SERVICES, LLC 0.10% of their portfolio SPRINGFIELD, MA 746,919746.9k $33.9m $33.9m 0.10% Added +179.4k +179,394
11 OneDigital Investment Advisors LLC 0.37% of their portfolio OVERLAND PARK, KS 731,608731.6k $33.2m $33.2m 0.37% Added +107.1k +107,070
12 Betterment LLC 0.07% of their portfolio NEW YORK, NY 687,332687.3k $31.2m $31.2m 0.07% Added +52.4k +52,441
13 BlackRock, Inc. 0.00% of their portfolio New York, NY 596,006596.0k $27.1m $27.1m 0.00% Added +21.0k +21,018
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 556,092556.1k $25.3m $25.3m 0.00% Added +178.8k +178,838
15 Ameliora Wealth Management Ltd. 8.91% of their portfolio ZURICH, V8 548,401548.4k $24.9m $24.9m 8.91% Added +26.8k +26,843
16 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.40% of their portfolio MINNEAPOLIS, MN 519,201519.2k $23.6m $23.6m 0.40% Reduced -92.2k -92,173
17 Janney Montgomery Scott LLC 0.06% of their portfolio PHILADELPHIA, PA 508,100508.1k $23.1m $23.1m 0.06% Reduced -9.6k -9,605
18 WALLER FINANCIAL PLANNING GROUP, INC 5.44% of their portfolio COLUMBUS, OH 495,159495.2k $22.5m $22.5m 5.44% Added +6.5k +6,543
19 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 442,957443.0k $20.1m $20.1m 0.06% Added +28.4k +28,437
20 UBS Group AG 0.00% of their portfolio ZURICH, V8 336,739336.7k $15.3m $15.3m 0.00% Added +45.3k +45,301
21 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.12% of their portfolio IRVING, TX 331,206331.2k $15.0m $15.0m 0.12% Added +25.4k +25,415
22 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 317,402317.4k $14.4m $14.4m 0.00% Added +101.5k +101,479
23 McGlone Suttner Wealth Management, Inc. 1.87% of their portfolio APPLETON, WI 272,605272.6k $12.4m $12.4m 1.87% Added +10.3k +10,317
24 Geneos Wealth Management Inc. 0.28% of their portfolio ENGLEWOOD, CO 253,227253.2k $11.5m $11.5m 0.28% Reduced -176.7k -176,735
25 Merit Financial Group, LLC 0.13% of their portfolio ALPHARETTA, GA 248,811248.8k $11.3m $11.3m 0.13% Added +56.7k +56,670
26 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 243,872243.9k $11.1m $11.1m 0.02% Added +91.5k +91,539
27 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 236,912236.9k $10.8m $10.8m 0.01% New
28 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 234,158234.2k $10.6m $10.6m 0.06% Added +8.1k +8,086
29 DORVAL Corp 3.76% of their portfolio MAPLE GROVE, MN 231,061231.1k $10.5m $10.5m 3.76% Added +26.8k +26,845
30 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 184,007184.0k $8.4m $8.4m 0.00% Added +23.4k +23,413
31 BlueStem Wealth Partners, LLC 0.95% of their portfolio MINNETONKA, MN 171,004171.0k $7.8m $7.8m 0.95% Reduced -104.1k -104,075
32 EXCHANGE TRADED CONCEPTS, LLC 0.10% of their portfolio Oklahoma City, OK 170,504170.5k $7.7m $7.7m 0.10% Reduced -14.5k -14,487
33 Integrated Wealth Concepts LLC 0.08% of their portfolio WALTHAM, MA 167,173167.2k $7.6m $7.6m 0.08% Added +33.0k +33,013
34 Envestnet Portfolio Solutions, Inc. 0.03% of their portfolio BERWYN, PA 165,106165.1k $7.5m $7.5m 0.03% Added +117.4k +117,372
35 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 157,095157.1k $7.1m $7.1m 0.02% New
36 PARK AVENUE SECURITIES LLC 0.06% of their portfolio NEW YORK, NY 148,338148.3k $6.7m $6.7m 0.06% Added +69.1k +69,114
37 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 145,237145.2k $6.6m $6.6m 0.01% Added +10.3k +10,268
38 Systelligence, LLC 1.18% of their portfolio BLOOMINGTON, MN 140,496140.5k $6.4m $6.4m 1.18% Reduced -16.5k -16,486
39 CPA Asset Management Group, LLC 2.48% of their portfolio WEST PALM BEACH, FL 129,973130.0k $5.9m $5.9m 2.48% Added +10.5k +10,511
40 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 127,589127.6k $5.8m $5.8m 0.01% Added +99.4k +99,449
41 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 113,763113.8k $5.2m $5.2m 0.00% Reduced -25.3k -25,266
42 IFP Advisors, Inc 0.14% of their portfolio TAMPA, FL 109,511109.5k $5.0m $5.0m 0.14% Added +45.5k +45,535
43 HARBOUR INVESTMENTS, INC. 0.11% of their portfolio MADISON, WI 98,18198.2k $4.5m $4.5m 0.11% Added +1.7k +1,693
44 Breakwater Capital Group 0.70% of their portfolio PARAMUS, NJ 94,73794.7k $4.3m $4.3m 0.70% Added +7.7k +7,719
45 Vestmark Advisory Solutions, Inc. 0.06% of their portfolio Wakefield, MA 87,92687.9k $4.0m $4.0m 0.06% New
46 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 86,65686.7k $3.9m $3.9m 0.00% Added +79.5k +79,467
47 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 86,34886.3k $3.9m $3.9m 0.01% Added +26.5k +26,470
48 Lunt Capital Management, Inc. 1.31% of their portfolio HOLLADAY, UT 75,26175.3k $3.4m $3.4m 1.31% Added +1.9k +1,902
49 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 74,99875.0k $3.4m $3.4m 0.00% Added +59.1k +59,110
50 ORG Partners LLC 0.71% of their portfolio ROANOKE, IN 72,93972.9k $3.3m $3.3m 0.71% Added +4.0k +3,956
51 Accel Wealth Management 1.02% of their portfolio WAVERLY, IA 67,13867.1k $3.1m $3.1m 1.02% Added +2.9k +2,901
52 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 66,48066.5k $3.0m $3.0m 0.00% Added +60.6k +60,627
53 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 60,27260.3k $2.7m $2.7m 0.02% Added +9.8k +9,781
54 Trivium Point Advisory, LLC 0.30% of their portfolio WILTON, CT 60,19560.2k $2.7m $2.7m 0.30% Added +5.5k +5,536
55 PEAPACK GLADSTONE FINANCIAL CORP 0.04% of their portfolio BEDMINSTER, NJ 59,62059.6k $2.7m $2.7m 0.04% Added +1.4k +1,350
56 Kelly Financial Services LLC 0.80% of their portfolio BRAINTREE, MA 59,59559.6k $2.7m $2.7m 0.80% New
57 Hoese & Co LLP 2.18% of their portfolio GLENCOE, MN 59,51959.5k $2.7m $2.7m 2.18% Added +3.8k +3,840
58 Shared Vision Wealth Group LLC 1.22% of their portfolio CARLSBAD, X1 54,11954.1k $2.5m $2.5m 1.22% Added +18.9k +18,856
59 Advisory Services Network, LLC 0.04% of their portfolio ATLANTA, GA 53,46753.5k $2.4m $2.4m 0.04% Reduced -334 -334
60 FreeGulliver LLC 1.12% of their portfolio NEW ORLEANS, LA 53,38753.4k $2.4m $2.4m 1.12% Added +1.0k +1,044
61 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 48,62648.6k $2.2m $2.2m 0.03% Added +1.7k +1,673
62 Parallel Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 47,54947.5k $2.2m $2.2m 0.04% Reduced -19.3k -19,319
63 Ascent Group, LLC 0.08% of their portfolio VIRGINIA BEACH, VA 46,81346.8k $2.1m $2.1m 0.08% Added +1.0k +1,035
64 Fermata Advisors, LLC 0.54% of their portfolio SONOMA, CA 44,11744.1k $2.0m $2.0m 0.54% Added +5.2k +5,206
65 Altus Wealth Management, LLC 0.94% of their portfolio FT MITCHELL, KY 43,38943.4k $2.0m $2.0m 0.94% Reduced -509 -509
66 SWMG, LLC 0.65% of their portfolio FORT WORTH, TX 42,56342.6k $1.9m $1.9m 0.65% Added +946 +946
67 Dynasty Wealth Management, LLC 0.03% of their portfolio ST. PETERSBURG, FL 42,51442.5k $1.9m $1.9m 0.03% Reduced -1.1k -1,103
68 FOUNDERS FINANCIAL SECURITIES LLC 0.14% of their portfolio TOWSON, MD 39,45839.5k $1.8m $1.8m 0.14% Reduced -6.4k -6,441
69 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 35,40635.4k $1.6m $1.6m 0.00% Reduced -120.1k -120,102
70 Prime Capital Investment Advisors, LLC 0.02% of their portfolio OVERLAND PARK, KS 35,13435.1k $1.6m $1.6m 0.02% Reduced -1.9k -1,914
71 JB Capital LLC 0.07% of their portfolio WETHERSFIELD, CT 32,96033.0k $1.5m $1.5m 0.07% New
72 SILVER OAK SECURITIES, INCORPORATED 0.12% of their portfolio JACKSON, TN 32,59432.6k $1.5m $1.5m 0.12% Reduced -331 -331
73 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.09% of their portfolio Westlake, OH 31,02031.0k $1.4m $1.4m 0.09% New
74 Sovran Advisors, LLC 0.14% of their portfolio SAN DIEGO, CA 29,72629.7k $1.3m $1.3m 0.14% Added +10.3k +10,285
75 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 29,70329.7k $1.3m $1.3m 0.03% Reduced -7.3k -7,337
76 HB Wealth Management, LLC 0.01% of their portfolio Atlanta, GA 29,67629.7k $1.3m $1.3m 0.01% Reduced -528 -528
77 Convergence Financial, LLC 0.22% of their portfolio COLUMBIA, MO 27,81027.8k $1.3m $1.3m 0.22% Reduced -915 -915
78 SAGESPRING WEALTH PARTNERS, LLC 0.03% of their portfolio FRANKLIN, TN 27,46127.5k $1.2m $1.2m 0.03% Added +5.4k +5,372
79 MA Private Wealth 0.22% of their portfolio SAN CARLOS, CA 26,87426.9k $1.2m $1.2m 0.22% Added +5.6k +5,646
80 Keystone Wealth Services, LLC 0.28% of their portfolio PALM DESERT, CA 25,33725.3k $1.2m $1.2m 0.28% Added +6 +6
81 Patton Albertson Miller Group, LLC 0.15% of their portfolio Chattanooga, TN 25,22825.2k $1.1m $1.1m 0.15% Reduced -17.1k -17,051
82 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 25,16425.2k $1.1m $1.1m 0.03% Added +3.0k +2,956
83 Wealth Management Associates, Inc. 0.44% of their portfolio Cherry Hill, NJ 24,63124.6k $1.1m $1.1m 0.44% Added +498 +498
84 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 23,60323.6k $1.1m $1.1m 0.03% New
85 DOHJ, LLC 0.30% of their portfolio SEATTLE, WA 23,45323.5k $1.0m $1.0m 0.30% Reduced -59.8k -59,830
86 Composition Wealth, LLC 0.02% of their portfolio LOS ANGELES, CA 23,32223.3k $1.1m $1.1m 0.02% New
87 Two West Capital Advisors LLC 0.68% of their portfolio Overland Park, KS 22,89922.9k $1.0m $1.0m 0.68% Added +2.8k +2,798
88 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 21,60021.6k $981.5k $981.5k 0.03% Reduced -1.1k -1,089
89 FORTE ASSET MANAGEMENT LLC 0.48% of their portfolio BEDFORD, NY 20,85220.9k $947.5k $947.5k 0.48% Reduced -5.9k -5,914
90 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 19,54719.5k $888.1k $888.1k 0.00% Added +4.4k +4,393
91 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 19,37219.4k $880.3k $880.3k 0.02% Reduced -481 -481
92 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 17,60917.6k $800.1k $800.1k 0.00% Added +302 +302
93 EAGLE GLOBAL ADVISORS LLC 0.03% of their portfolio Houston, TX 15,87015.9k $721.1k $721.1k 0.03% Added +120 +120
94 Centerpoint Advisory Group 0.61% of their portfolio Overland Park, KS 15,39715.4k $699.6k $699.6k 0.61% Reduced -455 -455
95 Lion Street Advisors, LLC 0.21% of their portfolio Austin, TX 15,00015.0k $681.6k $681.6k 0.21% Reduced -802 -802
96 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.05% of their portfolio CEDAR RAPIDS, IA 14,89814.9k $677.0k $677.0k 0.05% Added +3.2k +3,185
97 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 14,74814.7k $670.1k $670.1k 0.00% Added +930 +930
98 1620 INVESTMENT ADVISORS, INC. 0.47% of their portfolio PLYMOUTH, MA 14,74014.7k $669.8k $669.8k 0.47% Added +789 +789
99 Cyndeo Wealth Partners, LLC 0.04% of their portfolio ST. PETERSBURG, FL 14,65114.7k $665.7k $665.7k 0.04% Added +1.5k +1,483
100 Vertex Planning Partners, LLC 0.13% of their portfolio DOWNERS GROVE, IL 13,60113.6k $618.0k $618.0k 0.13% Added +430 +430