ISHARES INVESTMENT GRADE SYS IGEB
$44.96
+0.2% 52w: $42.74 – $45.37
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data42.7444.0645.37
Jun 20, 2025 Jul 2, 2026
Institutional holders
180
-11 QoQ
13F value
$1.21B
-7.4% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns IGEB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 3.1M | $141.7M | 0.0% | -2.4% |
| LPL Financial LLC | Bank broker | 2.2M | $98.3M | 0.0% | -10.0% |
| State of New Jersey Common Pension Fund D | Diversified mechanical | 1.9M | $86.6M | 0.3% | Held |
| Betterment LLC | Wealth advisor | 1.5M | $68.9M | 0.1% | +6.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.2M | $53.6M | 0.0% | +12.6% |
| Stratos Investment Management, LLC | Wealth advisor | 1.2M | $53.1M | 2.1% | +3.3% |
| MORGAN STANLEY | Bank broker | 1.1M | $48.4M | 0.0% | +36.7% |
| CWM, LLC | Wealth advisor | 791.3K | $35.7M | 0.1% | +0.2% |
| Hennion & Walsh Asset Management, Inc. | Other | 783.0K | $35.3M | 1.2% | -12.1% |
| Equitable Holdings, Inc. | Wealth advisor | 730.0K | $33.3M | 0.2% | New |
| BlackRock, Inc. | Index provider | 735.7K | $33.2M | 0.0% | +24.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 664.4K | $30.0M | 0.0% | -19.5% |
| WALLER FINANCIAL PLANNING GROUP, INC | Wealth advisor | 612.4K | $27.6M | 6.1% | +5.8% |
| OneDigital Investment Advisors LLC | Wealth advisor | 590.6K | $26.6M | 0.3% | -17.4% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 557.3K | $25.1M | 0.1% | -35.5% |
| Merit Financial Group, LLC | Wealth advisor | 525.6K | $23.7M | 0.2% | +13.1% |
| Cetera Investment Advisers | Wealth advisor | 486.9K | $21.9M | 0.0% | -3.6% |
| Ameliora Wealth Management Ltd. | Wealth advisor | 424.6K | $19.1M | 6.1% | -25.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 414.3K | $18.7M | 0.0% | -21.9% |
| DORVAL Corp | Wealth advisor | 399.2K | $18.0M | 5.6% | +29.1% |
| UBS Group AG | Bank broker | 396.1K | $17.8M | 0.0% | -15.0% |
| Private Advisor Group, LLC | Wealth advisor | 341.5K | $15.4M | 0.1% | +13.0% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 327.8K | $14.8M | 0.2% | -21.0% |
| BlueStem Wealth Partners, LLC | Wealth advisor | 271.0K | $12.2M | 1.4% | +46.3% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 265.0K | $11.9M | 0.1% | -18.4% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 244.0K | $11.0M | 0.1% | +7.9% |
| JPMORGAN CHASE & CO | Bank broker | 226.1K | $10.1M | 0.0% | -8.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 191.8K | $8.6M | 0.0% | +11.1% |
| Breakwater Capital Group | Wealth advisor | 177.0K | $8.0M | 1.1% | +1.9% |
| NorthRock Partners, LLC | Wealth advisor | 175.2K | $7.9M | 0.1% | -9.3% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 175.0K | $7.9M | 0.1% | -0.5% |
| ASSETMARK, INC | Wealth advisor | 164.2K | $7.4M | 0.0% | +1.8% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 163.3K | $7.4M | 0.0% | +1.6% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 133.3K | $6.0M | 0.0% | -22.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 131.0K | $5.9M | 0.0% | New |
| CPA Asset Management Group, LLC | Wealth advisor | 128.2K | $5.8M | 1.9% | -14.3% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 125.5K | $5.7M | 0.1% | +1788.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 120.9K | $5.4M | 0.0% | +263.0% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 115.6K | $5.2M | 0.1% | +9.9% |
| Hoese & Co LLP | Wealth advisor | 108.8K | $4.9M | 3.6% | -2.0% |
| Kelly Financial Services LLC | Wealth advisor | 90.3K | $4.1M | 1.0% | +4.0% |
| Accel Wealth Management | Wealth advisor | 89.2K | $4.0M | 1.0% | +17.0% |
| Keystone Wealth Services, LLC | Wealth advisor | 86.6K | $3.9M | 0.8% | +0.4% |
| Daybright Advisory Services, Inc. | Wealth advisor | 83.7K | $3.8M | 1.0% | +6.6% |
| IFP Advisors, Inc | Wealth advisor | 81.3K | $3.7M | 0.1% | -14.8% |
| Lunt Capital Management, Inc. | Wealth advisor | 77.9K | $3.5M | 1.3% | +16.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 72.9K | $3.3M | 0.0% | -24.7% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 71.2K | $3.2M | 0.1% | New |
| Altus Wealth Management, LLC | Wealth advisor | 69.9K | $3.2M | 1.4% | +4.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 67.3K | $3.0M | 0.0% | -19.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.