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Ishares 10+ Year INV GR Corp (IGLB)

CUSIP: 464289511 | NYSE | 752 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ABlackRock Portfolio Management LLC5,615,91210.3%New 5%+ stakeSep 30, 2026No 13F filer matched
13G/ABlackRock Portfolio Management LLC5,615,912
10.3% of class · Sep 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Cliftonlarsonallen Wealth Advisors, LLC1,003,958
0.6% of portfolio›$45.8M
Assetmark, Inc818,596
0.1% of portfolio›$37.4M
Fund Evaluation Group, LLC508,806
0.6% of portfolio›$23.2M
Klaas Financial Asset Advisors, LLC488,143
2.8% of portfolio›$22.3M
NYL Investors LLC412,443
7.5% of portfolio›$18.8M
Insight Wealth Strategies, LLC384,496
1.7% of portfolio›$17.6M
Bank of New York Mellon Corp384,403
0.0% of portfolio›$17.6M
Kestra Advisory Services, LLC331,194
0.0% of portfolio›$15.1M
Allspring Global Investments Holdings, LLC315,986
0.0% of portfolio›$14.4M
Eley Financial Management, Inc245,932
3.7% of portfolio›$11.2M
CVS Health Corp230,000
2.4% of portfolio›$10.5M
Cordoba Advisory Partners LLC215,731
1.2% of portfolio›$9.9M
Keybank National Association200,310
0.0% of portfolio›$9.1M
Fifth Third Securities, Inc.193,595
0.4% of portfolio›$8.8M
Thoma Capital Management LLC166,932
4.0% of portfolio›$7.6M
Hennion & Walsh Asset Management, Inc.158,224
0.2% of portfolio›$7.2M
Truist Financial Corp134,994
0.0% of portfolio›$6.2M
MCF Advisors LLC126,882
0.2% of portfolio›$5.8M
Investors Research Corp121,175
1.0% of portfolio›$5.5M
Maia Wealth LLC117,527
0.7% of portfolio›$5.4M
Arch Global Advisors, LLC107,130
2.0% of portfolio›$4.9M
Concurrent Investment Advisors, LLC106,839
0.0% of portfolio›$4.9M
Apollon Wealth Management, LLC99,970
0.1% of portfolio›$4.6M
Wealth Enhancement Advisory Services, LLC91,414
0.0% of portfolio›$4.2M
CoreCap Advisors, LLC85,740
0.1% of portfolio›$3.9M
Titleist Asset Management, LLC85,205
0.3% of portfolio›$3.9M
Diversify Advisory Services, LLC84,991
0.1% of portfolio›$4.0M
Diversify Wealth Management, LLC84,991
0.1% of portfolio›$4.0M
Stackstone Wealth, LLC84,857
0.4% of portfolio›$3.9M
Shum Financial Group, Inc.69,207
1.8% of portfolio›$3.2M
Independent Financial Group, LLC49,449
0.0% of portfolio›$2.3M
Davenport & Co LLC43,370
0.0% of portfolio›$2.0M
Regions Financial Corp38,564
0.0% of portfolio›$1.8M
North Dakota State Investment Board33,000
0.1% of portfolio›$1.5M
LexAurum Advisors, LLC25,000
0.1% of portfolio›$1.1M
RMR Capital Management, LLC23,295
0.7% of portfolio›$1.1M
Commonwealth Equity Services, LLC21,816
0.0% of portfolio›$996.1K
Koshinski Asset Management, Inc.21,554
0.1% of portfolio›$984.1K
US Bancorp \de\19,103
0.0% of portfolio›$872.2K
James Investment Research, Inc.15,163
0.1% of portfolio›$692.3K
City Center Advisors, LLC12,816
0.4% of portfolio›$585.2K
Cullen T Bankers, Inc.12,289
0.0% of portfolio›$561.1K
Invera Wealth Advisors, LLC11,880
0.3% of portfolio›$542.4K
Archer Investment Corp11,704
0.1% of portfolio›$534.4K
Cambridge Investment Research Advisors, Inc.11,463
0.0% of portfolio›$523
Tennessee Valley Asset Management Partners10,826
0.1% of portfolio›$494.3K
Fifth Third Bancorp10,463
0.0% of portfolio›$477.7K
Thryve Wealth Management LLC10,009
0.3% of portfolio›$457.0K
Wedbush Securities Inc9,199
0.0% of portfolio›$420
NBT Bank, N.A.7,850
0.0% of portfolio›$358.4K
Farrell Financial LLC7,759
0.2% of portfolio›$354.3K
Israel Discount Bank of New York6,896
0.6% of portfolio›$314.9K
Garner Asset Management Corp6,800
0.1% of portfolio›$319.5K
Capital Investment Advisors, LLC6,585
0.0% of portfolio›$300.7K
Compound Planning, Inc.6,421
0.0% of portfolio›$293.2K
Invested Advisors6,394
0.2% of portfolio›$292.0K
Meridian Wealth Management, LLC6,276
0.0% of portfolio›$286.6K
IFS Advisors, LLC6,214
0.1% of portfolio›$283.7K
StoneX Group Inc.5,897
0.0% of portfolio›$271.6K
Winthrop Capital Management, LLC5,897
0.1% of portfolio›$269.3K
Grey Ledge Advisors, LLC5,841
0.1% of portfolio›$266.7K
Amtrust Financial Services, Inc.5,624
0.1% of portfolio›$256.8K
RHS Financial, LLC5,315
0.1% of portfolio›$242.7K
Axxcess Wealth Management, LLC5,091
0.0% of portfolio›$232.5K
Kestra Private Wealth Services, LLC5,035
0.0% of portfolio›$229.9K
Prospera Financial Services Inc4,926
0.0% of portfolio›$232.0K
Colton Groome Financial Advisors, LLC4,894
0.1% of portfolio›$223.5K
Morton Capital Management LLC4,700
0.0% of portfolio›$214.6K
Private Client Services, LLC4,681
0.1% of portfolio›$213.7K
Horizons Wealth Management4,220
0.1% of portfolio›$192.7K
Richardson Financial Services Inc.3,678
0.1% of portfolio›$167.9K
Parallel Advisors, LLC3,588
0.0% of portfolio›$163.8K
Maryland Capital Advisors Inc.3,472
0.0% of portfolio›$158.5K
Carolina Wealth Advisors, LLC2,598
0.0% of portfolio›$118.6K
Creative Financial Designs Inc2,144
0.0% of portfolio›$97.9K
Rossby Financial, LCC1,600
0.0% of portfolio›$73.1K
Cape Investment Advisory, Inc.1,251
0.0% of portfolio›$57.1K
Financial Consulate, Inc1,029
0.0% of portfolio›$47.0K
Nfsg Corp998
0.0% of portfolio›$45.6K
TD Private Client Wealth LLC711
0.0% of portfolio›$32.5K
Key Capital Management, Inc684
0.0% of portfolio›$31.2K
Farther Finance Advisors, LLC648
0.0% of portfolio›$29.6K
Triumph Capital Management439
0.0% of portfolio›$20.0K
Capital Investment Advisory Services, LLC433
0.0% of portfolio›$19.9K
Citigroup Inc400
0.0% of portfolio›$18.3K
City Holding Co230
0.0% of portfolio›$10.5K
Simplex Trading, LLC205
0.0% of portfolio›$9.4K
Spire Wealth Management191
0.0% of portfolio›$8.7K
Richardson Capital Management LLC187
0.0% of portfolio›$8.5K
Nvwm, LLC168
0.0% of portfolio›$7.7K
Larson Financial Group LLC147
0.0% of portfolio›$6.7K
Sofi Wealth, LLC117
0.0% of portfolio›$5.3K
Princeton Global Asset Management LLC94
0.0% of portfolio›$4.3K
High Point Wealth Management, LLC46
0.0% of portfolio›$2.1K
Sunrise Financial Services, LLC45
0.0% of portfolio›$2.1K
IFP Advisors, Inc40
0.0% of portfolio›$1.8K
Parkside Financial Bank & Trust26
0.0% of portfolio›$1.2K
Noble Wealth Management PBC25
0.0% of portfolio›$1.1K
Gamma Investing LLC11
0.0% of portfolio›$502
Heritage Family Offices, LLP11
0.0% of portfolio›$503
Buck Wealth Strategies, LLC9
0.0% of portfolio›$411
Strategic Advocates LLC5
0.0% of portfolio›$228
Compass Financial Management LLC2
0.0% of portfolio›$91
Signaturefd, LLC1
0.0% of portfolio›$28
StyleTurnoverLocationFiled
Cliftonlarsonallen Wealth Advisors, LLC
1,003,958$45.8M0.6%ETFLowMinneapolis, MN2026-10-14
Assetmark, Inc
818,596$37.4M0.1%ETFLowConcord, CA2026-10-21
Fund Evaluation Group, LLC
508,806$23.2M0.6%ETFLowCincinnati, OH2026-11-05
Klaas Financial Asset Advisors, LLC
488,143$22.3M2.8%ETFVery LowLoves Park, IL2026-10-19
NYL Investors LLC
412,443$18.8M7.5%ETFLowNew York, NY2026-11-03
Insight Wealth Strategies, LLC
384,496$17.6M1.7%ETFHighSan Ramon, CA2026-10-09
Bank of New York Mellon Corp
384,403$17.6M0.0%CoreLowNew York, NY2026-11-05
Kestra Advisory Services, LLC
331,194$15.1M0.0%CoreLowAustin, TX2026-11-02
Allspring Global Investments Holdings, LLC
315,986$14.4M0.0%CoreMediumCharlotte, NC2026-11-04
Eley Financial Management, Inc
245,932$11.2M3.7%ETFVery LowSouth Burlington, VT2026-11-03
CVS Health Corp
230,000$10.5M2.4%ETFMediumWoonsocket, RI2026-11-05
Cordoba Advisory Partners LLC
215,731$9.9M1.2%ETFMediumNew York, NY2026-10-19
Keybank National Association
200,310$9.1M0.0%CoreLowBrooklyn, OH2026-11-04
Fifth Third Securities, Inc.
193,595$8.8M0.4%ETFLowCincinnati, OH2026-10-21
Thoma Capital Management LLC
166,932$7.6M4.0%ETFLowTowson, MD2026-10-19
Hennion & Walsh Asset Management, Inc.
158,224$7.2M0.2%ValueMediumParsippany, NJ2026-10-13
Truist Financial Corp
134,994$6.2M0.0%CoreLowCharlotte, NC2026-10-30
MCF Advisors LLC
126,882$5.8M0.2%ETFLowLexington, KY2026-10-28
Investors Research Corp
121,175$5.5M1.0%ETFLowAtlanta, GA2026-10-07
Maia Wealth LLC
117,527$5.4M0.7%ETFMediumDenver, CO2026-10-19
Arch Global Advisors, LLC
107,130$4.9M2.0%ETFLowNew York, NY2026-10-23
Concurrent Investment Advisors, LLC
106,839$4.9M0.0%GrowthMediumTampa, FL2026-10-16
Apollon Wealth Management, LLC
99,970$4.6M0.1%GrowthLowMount Pleasant, SC2026-10-23
Wealth Enhancement Advisory Services, LLC
91,414$4.2M0.0%CoreLowPlymouth, MN2026-10-13
CoreCap Advisors, LLC
85,740$3.9M0.1%ETFMediumSouthfield, MI2026-10-08
Titleist Asset Management, LLC
85,205$3.9M0.3%ETFLowSan Antonio, TX2026-10-08
Diversify Advisory Services, LLC
84,991$4.0M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
84,991$4.0M0.1%GrowthMediumSandy, UT2026-10-20
Stackstone Wealth, LLC
84,857$3.9M0.4%CoreN/ADubuque, IA2026-10-19
Shum Financial Group, Inc.
69,207$3.2M1.8%GrowthVery LowAlameda, CA2026-10-13
Independent Financial Group, LLC
49,449$2.3M0.0%GrowthLowSan Diego, CA2026-10-13
Davenport & Co LLC
43,370$2.0M0.0%CoreMediumRichmond, VA2026-10-14
Regions Financial Corp
38,564$1.8M0.0%CoreLowBirmingham, AL2026-11-05
North Dakota State Investment Board
33,000$1.5M0.1%GrowthMediumBismarck, ND2026-10-27
LexAurum Advisors, LLC
25,000$1.1M0.1%ETFLowOverland Park, KS2026-10-19
RMR Capital Management, LLC
23,295$1.1M0.7%ValueVery LowTustin, CA2026-10-23
Commonwealth Equity Services, LLC
21,816$996.1K0.0%ETFLowWaltham, MA2026-11-02
Koshinski Asset Management, Inc.
21,554$984.1K0.1%ETFLowDecatur, IL2026-10-29
US Bancorp \de\
19,103$872.2K0.0%IndexLowMinneapolis, MN2026-11-05
James Investment Research, Inc.
15,163$692.3K0.1%CoreLowAlpha, OH2026-10-22
City Center Advisors, LLC
12,816$585.2K0.4%ETFMediumTroy, MI2026-10-08
Cullen T Bankers, Inc.
12,289$561.1K0.0%GrowthLowSan Antonio, TX2026-10-28
Invera Wealth Advisors, LLC
11,880$542.4K0.3%GrowthMediumBend, OR2026-10-28
Archer Investment Corp
11,704$534.4K0.1%CoreMediumCarmel, IN2026-11-05
Cambridge Investment Research Advisors, Inc.
11,463$5230.0%ETFLowFairfield, IA2026-11-02
Tennessee Valley Asset Management Partners
10,826$494.3K0.1%ETFLowKnoxville, TN2026-11-03
Fifth Third Bancorp
10,463$477.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Thryve Wealth Management LLC
10,009$457.0K0.3%ETFLowIrving, TX2026-10-09
Wedbush Securities Inc
9,199$4200.0%CoreLowPasadena, CA2026-10-22
NBT Bank, N.A.
7,850$358.4K0.0%CoreLowNorwich, NY2026-10-21
Farrell Financial LLC
7,759$354.3K0.2%ETFVery LowOrchard Park, NY2026-10-16
Israel Discount Bank of New York
6,896$314.9K0.6%ETFMediumNew York, NY2026-10-14
Garner Asset Management Corp
6,800$319.5K0.1%CoreLowPlano, TX2026-10-30
Capital Investment Advisors, LLC
6,585$300.7K0.0%CoreLowAtlanta, GA2026-10-22
Compound Planning, Inc.
6,421$293.2K0.0%CoreLowNew York, NY2026-11-05
Invested Advisors
6,394$292.0K0.2%CoreMediumState College, PA2026-10-23
Meridian Wealth Management, LLC
6,276$286.6K0.0%GrowthLowLexington, KY2026-11-05
IFS Advisors, LLC
6,214$283.7K0.1%ETFLowOverland Park, KS2026-10-14
StoneX Group Inc.
5,897$271.6K0.0%ETFMediumNew York, NY2026-11-03
Winthrop Capital Management, LLC
5,897$269.3K0.1%ETFLowCarmel, IN2026-11-05
Grey Ledge Advisors, LLC
5,841$266.7K0.1%CoreLowGuilford, CT2026-11-02
Amtrust Financial Services, Inc.
5,624$256.8K0.1%ETFVery LowNew York, NY2026-10-19
RHS Financial, LLC
5,315$242.7K0.1%ETFMediumSan Francisco, CA2026-10-13
Axxcess Wealth Management, LLC
5,091$232.5K0.0%CoreLowCarlsbad, CA2026-10-21
Kestra Private Wealth Services, LLC
5,035$229.9K0.0%GrowthLowAustin, TX2026-10-30
Prospera Financial Services Inc
4,926$232.0K0.0%CoreMediumDallas, TX2026-11-04
Colton Groome Financial Advisors, LLC
4,894$223.5K0.1%ETFLowAsheville, NC2026-10-06
Morton Capital Management LLC
4,700$214.6K0.0%ETFVery LowCalabasas, CA2026-10-23
Private Client Services, LLC
4,681$213.7K0.1%ETFMediumLouisville, KY2026-10-02
Horizons Wealth Management
4,220$192.7K0.1%ETFLowAsheville, NC2026-10-05
Richardson Financial Services Inc.
3,678$167.9K0.1%GrowthMediumMedway, MA2026-10-30
Parallel Advisors, LLC
3,588$163.8K0.0%IndexLowSan Francisco, CA2026-11-03
Maryland Capital Advisors Inc.
3,472$158.5K0.0%ETFVery LowChester, MD2026-10-15
Carolina Wealth Advisors, LLC
2,598$118.6K0.0%YieldHighMyrtle Beach, SC2026-10-23
Creative Financial Designs Inc
2,144$97.9K0.0%ETFMediumKokomo, IN2026-11-04
Rossby Financial, LCC
1,600$73.1K0.0%ETFMediumMelbourne, FL2026-11-05
Cape Investment Advisory, Inc.
1,251$57.1K0.0%ETFLowMcdonough, GA2026-10-13
Financial Consulate, Inc
1,029$47.0K0.0%ETFLowHunt Valley, MD2026-10-23
Nfsg Corp
998$45.6K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
TD Private Client Wealth LLC
711$32.5K0.0%ETFLowNew York, NY2026-10-28
Key Capital Management, Inc
684$31.2K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Farther Finance Advisors, LLC
648$29.6K0.0%IndexLowSan Francisco, CA2026-10-08
Triumph Capital Management
439$20.0K0.0%ETFMediumDenver, CO2026-10-14
Capital Investment Advisory Services, LLC
433$19.9K0.0%CoreMediumRaleigh, NC2026-10-30
Citigroup Inc
400$18.3K0.0%CoreMediumNew York, NY2026-11-04
City Holding Co
230$10.5K0.0%CoreLowCharleston, WV2026-10-19
Simplex Trading, LLC
205$9.4K0.0%CoreVery HighChicago, IL2026-11-04
Spire Wealth Management
191$8.7K0.0%GrowthMediumMclean, VA2026-10-30
Richardson Capital Management LLC
187$8.5K0.0%ETFLowMenomonee Falls, WI2026-10-23
Nvwm, LLC
168$7.7K0.0%GrowthMediumYardley, PA2026-10-14
Larson Financial Group LLC
147$6.7K0.0%GrowthLowSt Louis, MO2026-11-05
Sofi Wealth, LLC
117$5.3K0.0%ETFVery LowSan Francisco, CA2026-10-27
Princeton Global Asset Management LLC
94$4.3K0.0%GrowthLowPrinceton, NJ2026-10-21
High Point Wealth Management, LLC
46$2.1K0.0%ETFLowChester, NJ2026-11-05
Sunrise Financial Services, LLC
45$2.1K0.0%ETFMediumBurien, WA2026-10-21
IFP Advisors, Inc
40$1.8K0.0%GrowthLowTampa, FL2026-10-16
Parkside Financial Bank & Trust
26$1.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Noble Wealth Management PBC
25$1.1K0.0%YieldMediumGreenwood Village, CO2026-10-01
Gamma Investing LLC
11$5020.0%IndexVery LowFoster City, CA2026-10-08
Heritage Family Offices, LLP
11$5030.0%GrowthHighScottsdale, AZ2026-11-02
Buck Wealth Strategies, LLC
9$4110.0%ValueMediumDenver, CO2026-10-28
Strategic Advocates LLC
5$2280.0%GrowthLowSacramento, CA2026-11-03
Compass Financial Management LLC
2$910.0%CoreN/ATampa, FL2026-10-30
Signaturefd, LLC
1$280.0%IndexLowAtlanta, GA2026-10-23