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Ishares Interest Rate Hedged (IGBH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares417,172 from 291,175
Change+125,997 (+43%)
Value$10.3M (+$3.1M)
Filed 2026-11-06
Quantum Financial Partners LLC
INCREASED
Shares310,100 from 281,200
Change+28,900 (+10%)
Value$7.6M (+$713.5K)
Filed 2026-10-19
Truist Financial Corp
INCREASED
Shares273,039 from 262,403
Change+10,636 (+4%)
Value$6.7M (+$264.2K)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares232,336 from 157,880
Change+74,456 (+47%)
Value$5.7M (+$1.8M)
Filed 2026-11-02
Integrity Alliance, Llc.
INCREASED
Shares230,389 from 190,387
Change+40,002 (+21%)
Value$5.7M (+$985.6K)
Filed 2026-10-29
Sound Income Strategies, LLC
DECREASED
Shares230,316 from 233,036
Change-2,720 (-1%)
Value$5.7M (-$69.2K)
Filed 2026-10-09
Kestra Advisory Services, LLC
INCREASED
Shares64,728 from 59,791
Change+4,937 (+8%)
Value$1.6M (+$122.0K)
Filed 2026-11-02
International Assets Investment Management, LLC
DECREASED
Shares38,033 from 38,042
Change-9 (0%)
Value$933.3K (-$3.3K)
Filed 2026-11-02
WJ Wealth Management, LLC
NEW
Shares30,437
Change+30,437
Value$748.4K
Filed 2026-11-03
Oppenheimer & Co Inc
DECREASED
Shares28,393 from 33,173
Change-4,780 (-14%)
Value$698.2K (-$117.2K)
Filed 2026-10-26
Park Avenue Securities LLC
DECREASED
Shares26,819 from 27,544
Change-725 (-3%)
Value$659 (-$676.3K)
Filed 2026-10-26
Creative Financial Designs Inc
NEW
Shares22,650
Change+22,650
Value$557.0K
Filed 2026-11-04
Diversify Wealth Management, LLC
INCREASED
Shares10,107 from 10,069
Change+38 (+0%)
Value$248.6K (+$4.2K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares10,107 from 10,069
Change+38 (+0%)
Value$248.6K (+$4.2K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares9,820 from 32,883
Change-23,063 (-70%)
Value$241 (-$807.8K)
Filed 2026-11-02
Trilogy Capital Inc.
UNCHANGED
Shares9,207 from 9,207
Change0 (0%)
Value$226.4K (+$92)
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares8,381 from 1,769
Change+6,612 (+374%)
Value$206.1K (+$162.6K)
Filed 2026-10-29
Goodman Advisory Group, LLC
NEW
Shares5,298
Change+5,298
Value$130.3K
Filed 2026-11-02
GK Wealth Management LLC
NEW
Shares1,652
Change+1,652
Value$40.6K
Filed 2026-10-09
Farther Finance Advisors, LLC
INCREASED
Shares1,409 from 1,407
Change+2 (+0%)
Value$34.7K (+$84)
Filed 2026-10-08
Triumph Capital Management
UNCHANGED
Shares770 from 770
Change0 (0%)
Value$18.9K (+$7)
Filed 2026-10-14
Heritage Family Offices, LLP
NEW
Shares463
Change+463
Value$11.4K
Filed 2026-11-02
Balance Wealth Partners LLC
NEW
Shares450
Change+450
Value$11.1K
Filed 2026-10-27
Spire Wealth Management
DECREASED
Shares330 from 377
Change-47 (-12%)
Value$8.1K (-$1.2K)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares317
Change+317
Value$7.8K
Filed 2026-10-27
Allworth Financial LP
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$3.3K ($0)
Filed 2026-11-06
Blue Trust, Inc.
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$1.5K (+$1)
Filed 2026-10-15
Merit Financial Group, LLC
CLOSED
Shares0 from 175,271
Change-175,271 (-100%)
Value$0 (-$4.3M)
Filed 2026-11-06
McNaughton Wealth Management, LLC
CLOSED
Shares0 from 13,500
Change-13,500 (-100%)
Value$0 (-$331.8K)
Filed 2026-10-09
Key Capital Management, Inc
CLOSED
Shares0 from 165
Change-165 (-100%)
Value$0 (-$4.1K)
Filed 2026-11-03
Morgan Stanley
N/A
Shares— from 1,189,923
Change-1,189,923 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 261,364
Change-261,364 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 259,244
Change-259,244 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 159,501
Change-159,501 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 121,141
Change-121,141 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 75,368
Change-75,368 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 69,709
Change-69,709 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 66,467
Change-66,467 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 66,437
Change-66,437 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 43,835
Change-43,835 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 31,185
Change-31,185 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 18,251
Change-18,251 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 12,820
Change-12,820 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 11,020
Change-11,020 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 10,229
Change-10,229 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 8,392
Change-8,392 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 7,677
Change-7,677 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,568
Change-5,568 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,628
Change-2,628 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,472
Change-2,472 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,060
Change-2,060 (-100%)
Value—
FMR LLC
N/A
Shares— from 906
Change-906 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 308
Change-308 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 294
Change-294 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 293
Change-293 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 202
Change-202 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Status
LPL Financial LLC
INCREASED417,172291,175+125,997+43%$7.2M$10.3M+$3.1M2026-11-06
Quantum Financial Partners LLC
INCREASED310,100281,200+28,900+10%$6.9M$7.6M+$713.5K2026-10-19
Truist Financial Corp
INCREASED273,039262,403+10,636+4%$6.4M$6.7M+$264.2K2026-10-30
Commonwealth Equity Services, LLC
INCREASED232,336157,880+74,456+47%$3.9M$5.7M+$1.8M2026-11-02
Integrity Alliance, Llc.
INCREASED230,389190,387+40,002+21%$4.7M$5.7M+$985.6K2026-10-29
Sound Income Strategies, LLC
DECREASED230,316233,036-2,720-1%$5.7M$5.7M-$69.2K2026-10-09
Kestra Advisory Services, LLC
INCREASED64,72859,791+4,937+8%$1.5M$1.6M+$122.0K2026-11-02
International Assets Investment Management, LLC
DECREASED38,03338,042-90%$936.6K$933.3K-$3.3K2026-11-02
WJ Wealth Management, LLC
NEW30,437—+30,437——$748.4K—2026-11-03
Oppenheimer & Co Inc
DECREASED28,39333,173-4,780-14%$815.4K$698.2K-$117.2K2026-10-26
Park Avenue Securities LLC
DECREASED26,81927,544-725-3%$677.0K$659-$676.3K2026-10-26
Creative Financial Designs Inc
NEW22,650—+22,650——$557.0K—2026-11-04
Diversify Wealth Management, LLC
INCREASED10,10710,069+38+0%$244.5K$248.6K+$4.2K2026-10-20
Diversify Advisory Services, LLC
INCREASED10,10710,069+38+0%$244.5K$248.6K+$4.2K2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED9,82032,883-23,063-70%$808.0K$241-$807.8K2026-11-02
Trilogy Capital Inc.
UNCHANGED9,2079,20700%$226.3K$226.4K+$922026-10-20
Signature Equity Partners, LLC
INCREASED8,3811,769+6,612+374%$43.5K$206.1K+$162.6K2026-10-29
Goodman Advisory Group, LLC
NEW5,298—+5,298——$130.3K—2026-11-02
GK Wealth Management LLC
NEW1,652—+1,652——$40.6K—2026-10-09
Farther Finance Advisors, LLC
INCREASED1,4091,407+2+0%$34.6K$34.7K+$842026-10-08
Triumph Capital Management
UNCHANGED77077000%$18.9K$18.9K+$72026-10-14
Heritage Family Offices, LLP
NEW463—+463——$11.4K—2026-11-02
Balance Wealth Partners LLC
NEW450—+450——$11.1K—2026-10-27
Spire Wealth Management
DECREASED330377-47-12%$9.3K$8.1K-$1.2K2026-10-30
Latitude Advisors, LLC
NEW317—+317——$7.8K—2026-10-27
Allworth Financial LP
UNCHANGED13413400%$3.3K$3.3K$02026-11-06
Blue Trust, Inc.
UNCHANGED616100%$1.5K$1.5K+$12026-10-15
Merit Financial Group, LLC
CLOSED0175,271-175,271-100%$4.3M$0-$4.3M2026-11-06
McNaughton Wealth Management, LLC
CLOSED013,500-13,500-100%$331.8K$0-$331.8K2026-10-09
Key Capital Management, Inc
CLOSED0165-165-100%$4.1K$0-$4.1K2026-11-03
Morgan Stanley
N/A—1,189,923-1,189,923-100%$29.2M———
Bank of America Corp
N/A—261,364-261,364-100%$6.4M———
NorthCoast Asset Management LLC
N/A—259,244-259,244-100%$6.4M———
Raymond James Financial Inc
N/A—159,501-159,501-100%$3.9M———
Equitable Holdings, Inc.
N/A—121,141-121,141-100%$3.0M———
Cetera Investment Advisers
N/A—75,368-75,368-100%$1.9M———
Envestnet Asset Management Inc
N/A—69,709-69,709-100%$1.7M———
Citadel Advisors LLC
N/A—66,467-66,467-100%$1.6M———
MML Investors Services, LLC
N/A—66,437-66,437-100%$1.6M———
Ameritas Advisory Services, LLC
N/A—43,835-43,835-100%$1.1M———
Destination Wealth Management
N/A—31,185-31,185-100%$766.5K———
Jane Street Group, LLC
N/A—18,251-18,251-100%$448.6K———
Osaic Holdings, Inc.
N/A—12,820-12,820-100%$315.1K———
Janney Montgomery Scott LLC
N/A—11,020-11,020-100%$271.0K———
Cresset Asset Management, LLC
N/A—10,229-10,229-100%$251.4K———
Brand Asset Management Group, Inc.
N/A—8,392-8,392-100%$206.3K———
Rockefeller Capital Management L.P.
N/A—7,677-7,677-100%$188.7K———
Royal Bank of Canada
N/A—5,568-5,568-100%$137.0K———
Capital Analysts, LLC
N/A—2,628-2,628-100%$60.0K———
JPMorgan Chase & Co
N/A—2,472-2,472-100%$60.8K———
Northwestern Mutual Wealth Management Co
N/A—2,060-2,060-100%$50.6K———
FMR LLC
N/A—906-906-100%$22.3K———
Wells Fargo & Company
N/A—308-308-100%$7.6K———
Bank of Montreal
N/A—294-294-100%$7.2K———
Harbour Investments, Inc.
N/A—293-293-100%$7.2K———
Mcguire Capital Advisors Inc
N/A—202-202-100%$5.0K———
AE Wealth Management LLC
N/A—57-57-100%$1.4K———
Showing 57 of 57 institutions