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Ishares Investment Grade SYS (IGEB)

CUSIP: 46435G219 | NYSE | 406 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

State of New Jersey Common Pension Fund D1,000,000
0.1% of portfolio›$42.8M
Hennion & Walsh Asset Management, Inc.886,853
1.1% of portfolio›$37.9M
Waller Financial Planning Group, Inc603,278
5.2% of portfolio›$25.8M
Cambridge Investment Research Advisors, Inc.473,633
0.0% of portfolio›$20.3K
Assetmark, Inc444,634
0.0% of portfolio›$19.0M
Dorval Corp420,530
5.2% of portfolio›$18.0M
Ameliora Wealth Management Ltd.418,639
5.1% of portfolio›$17.9M
Heck Capital Advisors, LLC305,464
0.7% of portfolio›$13.1M
Kelly Financial Services LLC250,909
2.3% of portfolio›$10.7M
Commonwealth Equity Services, LLC229,961
0.0% of portfolio›$9.8M
Cliftonlarsonallen Wealth Advisors, LLC197,098
0.1% of portfolio›$8.4M
Exchange Traded Concepts, LLC167,482
0.0% of portfolio›$7.2M
Diversify Advisory Services, LLC163,806
0.1% of portfolio›$7.1M
Diversify Wealth Management, LLC163,806
0.1% of portfolio›$7.1M
Park Avenue Securities LLC130,180
0.0% of portfolio›$5.6K
Hoese & Co LLP109,916
3.1% of portfolio›$4.7M
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors106,218
0.2% of portfolio›$4.5M
Accel Wealth Management97,584
0.9% of portfolio›$4.2M
Keystone Wealth Services, LLC91,727
0.7% of portfolio›$3.9M
Lunt Capital Management, Inc.86,337
1.4% of portfolio›$3.7M
Systelligence, LLC84,771
0.4% of portfolio›$2.6M
JB Capital LLC82,771
0.1% of portfolio›$3.5M
Altus Wealth Management, LLC73,447
1.2% of portfolio›$3.1M
Founders Financial Securities LLC67,664
0.1% of portfolio›$2.9M
Breakwater Capital Group66,869
0.3% of portfolio›$2.9M
Eagle Global Advisors LLC49,455
0.1% of portfolio›$2.1M
Nations Financial Group Inc,48,314
0.1% of portfolio›$2.1M
Farther Finance Advisors, LLC41,326
0.0% of portfolio›$1.8M
RFG Advisory, LLC40,150
0.0% of portfolio›$1.7M
Two West Capital Advisors LLC34,901
0.7% of portfolio›$1.5M
Helium Advisors LLC34,502
1.3% of portfolio›$1.5M
Prime Capital Investment Advisors, LLC33,923
0.0% of portfolio›$1.5M
Sagespring Wealth Partners, LLC32,018
0.0% of portfolio›$1.4M
ShoreHaven Wealth Partners, LLC31,466
0.4% of portfolio›$1.3M
Convergence Financial, LLC30,730
0.2% of portfolio›$1.3M
Fermata Advisors, LLC27,108
0.2% of portfolio›$1.2M
Forte Asset Management LLC25,106
0.4% of portfolio›$1.1M
IFP Advisors, Inc24,142
0.0% of portfolio›$1.0M
Paller Financial Services Inc23,805
0.8% of portfolio›$1.0M
Sigma Planning Corp22,354
0.0% of portfolio›$956.5K
Axxcess Wealth Management, LLC16,795
0.0% of portfolio›$718.7K
Argyle Capital Partners, LLC15,397
0.4% of portfolio›$658.8K
Kestra Advisory Services, LLC15,334
0.0% of portfolio›$656.2K
Lockerman Financial Group, Inc.15,149
0.9% of portfolio›$648.2K
Apollon Wealth Management, LLC14,755
0.0% of portfolio›$631.3K
HB Wealth Management, LLC13,614
0.0% of portfolio›$582.5K
1620 Investment Advisors, Inc.13,366
0.4% of portfolio›$571.9K
Madson Wealth Advisors Inc13,257
0.4% of portfolio›$567.3K
Avantra Family Wealth, Inc.12,450
0.3% of portfolio›$532.7K
Atria Investments, Inc12,080
0.0% of portfolio›$516.9K
OpenArc Corporate Advisory, LLC11,694
0.0% of portfolio›$500.4K
GC Wealth Management RIA, LLC11,577
0.0% of portfolio›$495.4K
Stronghold Wealth Management L.L.C.10,846
0.6% of portfolio›$464.1K
Parallel Advisors, LLC10,515
0.0% of portfolio›$449.9K
McGlone Suttner Wealth Management, Inc.10,388
0.1% of portfolio›$444.5K
Strategic Blueprint, LLC10,132
0.0% of portfolio›$433.5K
Reicon Wealth Advisors, LLC9,970
0.2% of portfolio›$426.6K
Sovran Advisors, LLC9,643
0.0% of portfolio›$418.9K
Town Capital LLC9,403
0.3% of portfolio›$402.4K
Integrated Advisors Network LLC9,078
0.0% of portfolio›$388.4K
Arlington Trust Co LLC8,231
0.0% of portfolio›$352.2K
TSG Advice Partners, LLC8,085
0.0% of portfolio›$364.7K
StoneX Group Inc.7,990
0.0% of portfolio›$348.4K
Patton Albertson Miller Group, LLC7,930
0.0% of portfolio›$339.3K
West Wealth Group, LLC7,906
0.1% of portfolio›$338.3K
SigFig Wealth Management, LLC7,402
0.0% of portfolio›$316.7K
Centerpoint Advisory Group7,320
0.2% of portfolio›$313.2K
New England Private Wealth Advisors LLC7,078
0.0% of portfolio›$302.9K
Sanchez Gaunt Capital Management, LLC6,050
0.1% of portfolio›$258.9K
Oregon Pacific Wealth Management, LLC5,498
0.2% of portfolio›$235.3K
Fifth Third Bancorp5,358
0.0% of portfolio›$229.3K
Beacon Financial Group5,293
0.0% of portfolio›$226.5K
Capital Square, LLC5,129
0.1% of portfolio›$219.5K
Evergreen Capital Management LLC5,097
0.0% of portfolio›$218.1K
Asset One Wealth Management LLC5,058
0.0% of portfolio›$216.4K
Embree Financial Group5,024
0.0% of portfolio›$215.0K
Spirit of America Management Corp2,338
0.0% of portfolio›$100.3K
Rossby Financial, LCC2,133
0.0% of portfolio›$91.3K
Private Trust Co NA1,951
0.0% of portfolio›$83.5K
Kingdom Financial Group Llc.1,296
0.0% of portfolio›$55.5K
Ashton Thomas Private Wealth, LLC1,251
0.0% of portfolio›$53.5K
CoreCap Advisors, LLC757
0.0% of portfolio›$32.4K
Compass Financial Management LLC571
0.0% of portfolio›$24.4K
Buck Wealth Strategies, LLC488
0.0% of portfolio›$20.9K
West Branch Capital LLC455
0.0% of portfolio›$19.5K
Abound Wealth Management318
0.0% of portfolio›$13.6K
Reap Financial Group, LLC203
0.0% of portfolio›$8.7K
Evolution Wealth Management Inc.188
0.0% of portfolio›$8.0K
Cape Investment Advisory, Inc.97
0.0% of portfolio›$4.2K
Signature Equity Partners, LLC71
0.0% of portfolio›$3.0K
Capital Investment Advisory Services, LLC17
0.0% of portfolio›$736
Latitude Advisors, LLC2
0.0% of portfolio›$86
StyleTurnoverLocationFiled
State of New Jersey Common Pension Fund D
1,000,000$42.8M0.1%CoreLowTrenton, NJ2026-11-05
Hennion & Walsh Asset Management, Inc.
886,853$37.9M1.1%ValueMediumParsippany, NJ2026-10-13
Waller Financial Planning Group, Inc
603,278$25.8M5.2%ETFMediumColumbus, OH2026-10-07
Cambridge Investment Research Advisors, Inc.
473,633$20.3K0.0%ETFLowFairfield, IA2026-11-02
Assetmark, Inc
444,634$19.0M0.0%ETFLowConcord, CA2026-10-21
Dorval Corp
420,530$18.0M5.2%ETFLowMaple Grove, MN2026-10-29
Ameliora Wealth Management Ltd.
418,639$17.9M5.1%ETFLowZurich, Switzerland2026-10-23
Heck Capital Advisors, LLC
305,464$13.1M0.7%ETFMediumRhinelander, WI2026-10-14
Kelly Financial Services LLC
250,909$10.7M2.3%ETFMediumBraintree, MA2026-10-20
Commonwealth Equity Services, LLC
229,961$9.8M0.0%ETFLowWaltham, MA2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
197,098$8.4M0.1%ETFLowMinneapolis, MN2026-10-14
Exchange Traded Concepts, LLC
167,482$7.2M0.0%GrowthMediumOklahoma City, OK2026-10-28
Diversify Advisory Services, LLC
163,806$7.1M0.1%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
163,806$7.1M0.1%GrowthMediumSandy, UT2026-10-20
Park Avenue Securities LLC
130,180$5.6K0.0%ETFMediumNew York, NY2026-10-26
Hoese & Co LLP
109,916$4.7M3.1%ETFLowGlencoe, MN2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
106,218$4.5M0.2%ETFMediumWestlake, OH2026-10-14
Accel Wealth Management
97,584$4.2M0.9%ETFLowWaverly, IA2026-10-13
Keystone Wealth Services, LLC
91,727$3.9M0.7%ETFHighPalm Desert, CA2026-11-03
Lunt Capital Management, Inc.
86,337$3.7M1.4%ETFLowHolladay, UT2026-10-30
Systelligence, LLC
84,771$2.6M0.4%ETFHighBloomington, MN2026-11-05
JB Capital LLC
82,771$3.5M0.1%ETFMediumWethersfield, CT2026-10-19
Altus Wealth Management, LLC
73,447$3.1M1.2%ETFVery LowFt Mitchell, KY2026-10-13
Founders Financial Securities LLC
67,664$2.9M0.1%ETFMediumTowson, MD2026-10-28
Breakwater Capital Group
66,869$2.9M0.3%ETFLowParamus, NJ2026-10-09
Eagle Global Advisors LLC
49,455$2.1M0.1%CoreLowHouston, TX2026-11-02
Nations Financial Group Inc,
48,314$2.1M0.1%CoreLowCedar Rapids, IA2026-11-05
Farther Finance Advisors, LLC
41,326$1.8M0.0%IndexLowSan Francisco, CA2026-10-08
RFG Advisory, LLC
40,150$1.7M0.0%ETFMediumBirmingham, AL2026-11-03
Two West Capital Advisors LLC
34,901$1.5M0.7%ETFLowOverland Park, KS2026-10-15
Helium Advisors LLC
34,502$1.5M1.3%ETFLowVancouver, WA2026-10-23
Prime Capital Investment Advisors, LLC
33,923$1.5M0.0%ETFLowOverland Park, KS2026-10-20
Sagespring Wealth Partners, LLC
32,018$1.4M0.0%ETFLowFranklin, TN2026-10-22
ShoreHaven Wealth Partners, LLC
31,466$1.3M0.4%ETFMediumRed Bank, NJ2026-10-16
Convergence Financial, LLC
30,730$1.3M0.2%ETFMediumColumbia, MO2026-10-27
Fermata Advisors, LLC
27,108$1.2M0.2%ETFLowSonoma, CA2026-10-13
Forte Asset Management LLC
25,106$1.1M0.4%ETFLowBedford, NY2026-10-13
IFP Advisors, Inc
24,142$1.0M0.0%GrowthLowTampa, FL2026-10-16
Paller Financial Services Inc
23,805$1.0M0.8%ETFMediumCentennial, CO2026-10-13
Sigma Planning Corp
22,354$956.5K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Axxcess Wealth Management, LLC
16,795$718.7K0.0%CoreLowCarlsbad, CA2026-10-21
Argyle Capital Partners, LLC
15,397$658.8K0.4%CoreLowLos Angeles, CA2026-10-23
Kestra Advisory Services, LLC
15,334$656.2K0.0%CoreLowAustin, TX2026-11-02
Lockerman Financial Group, Inc.
15,149$648.2K0.9%ETFMediumNewport Beach, CA2026-10-19
Apollon Wealth Management, LLC
14,755$631.3K0.0%GrowthLowMount Pleasant, SC2026-10-23
HB Wealth Management, LLC
13,614$582.5K0.0%IndexVery LowAtlanta, GA2026-10-23
1620 Investment Advisors, Inc.
13,366$571.9K0.4%ValueLowPlymouth, MA2026-11-04
Madson Wealth Advisors Inc
13,257$567.3K0.4%ETFLowSanta Rosa, CA2026-10-13
Avantra Family Wealth, Inc.
12,450$532.7K0.3%CoreMediumMechanicsburg, PA2026-10-20
Atria Investments, Inc
12,080$516.9K0.0%CoreMediumCharlotte, NC2026-10-15
OpenArc Corporate Advisory, LLC
11,694$500.4K0.0%GrowthLowAtlanta, GA2026-10-21
GC Wealth Management RIA, LLC
11,577$495.4K0.0%GrowthMediumCambridge, MA2026-11-02
Stronghold Wealth Management L.L.C.
10,846$464.1K0.6%CoreLowTampa, FL2026-10-16
Parallel Advisors, LLC
10,515$449.9K0.0%IndexLowSan Francisco, CA2026-11-03
McGlone Suttner Wealth Management, Inc.
10,388$444.5K0.1%ETFVery LowAppleton, WI2026-10-13
Strategic Blueprint, LLC
10,132$433.5K0.0%ETFLowAtlanta, GA2026-10-22
Reicon Wealth Advisors, LLC
9,970$426.6K0.2%ETFLowAtlanta, GA2026-11-04
Sovran Advisors, LLC
9,643$418.9K0.0%ETFMediumSan Diego, CA2026-11-02
Town Capital LLC
9,403$402.4K0.3%ETFHighBel Air, MD2026-11-03
Integrated Advisors Network LLC
9,078$388.4K0.0%GrowthMediumDallas, TX2026-10-20
Arlington Trust Co LLC
8,231$352.2K0.0%ETFMediumBirmingham, AL2026-10-20
TSG Advice Partners, LLC
8,085$364.7K0.0%ETFN/AColumbus, OH2026-10-29
StoneX Group Inc.
7,990$348.4K0.0%ETFMediumNew York, NY2026-11-03
Patton Albertson Miller Group, LLC
7,930$339.3K0.0%CoreLowChattanooga, TN2026-10-26
West Wealth Group, LLC
7,906$338.3K0.1%ETFMediumIrvine, CA2026-10-14
SigFig Wealth Management, LLC
7,402$316.7K0.0%ETFLowSan Francisco, CA2026-10-07
Centerpoint Advisory Group
7,320$313.2K0.2%ETFLowOverland Park, KS2026-10-23
New England Private Wealth Advisors LLC
7,078$302.9K0.0%ETFVery LowWellesley, MA2026-10-19
Sanchez Gaunt Capital Management, LLC
6,050$258.9K0.1%ETFN/AReno, NV2026-11-03
Oregon Pacific Wealth Management, LLC
5,498$235.3K0.2%ETFMediumMedford, OR2026-10-20
Fifth Third Bancorp
5,358$229.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Beacon Financial Group
5,293$226.5K0.0%ETFMediumDallas, TX2026-10-19
Capital Square, LLC
5,129$219.5K0.1%YieldMediumAthens, TN2026-10-19
Evergreen Capital Management LLC
5,097$218.1K0.0%GARPMediumBellevue, WA2026-10-23
Asset One Wealth Management LLC
5,058$216.4K0.0%GrowthLowBellevue, WA2026-11-02
Embree Financial Group
5,024$215.0K0.0%ETFLowChicago, IL2026-10-22
Spirit of America Management Corp
2,338$100.3K0.0%GARPLowSyosset, NY2026-10-14
Rossby Financial, LCC
2,133$91.3K0.0%ETFMediumMelbourne, FL2026-11-05
Private Trust Co NA
1,951$83.5K0.0%CoreLowCleveland, OH2026-10-20
Kingdom Financial Group Llc.
1,296$55.5K0.0%ETFMediumPeoria, AZ2026-11-04
Ashton Thomas Private Wealth, LLC
1,251$53.5K0.0%CoreMediumScottsdale, AZ2026-11-03
CoreCap Advisors, LLC
757$32.4K0.0%ETFMediumSouthfield, MI2026-10-08
Compass Financial Management LLC
571$24.4K0.0%CoreN/ATampa, FL2026-10-30
Buck Wealth Strategies, LLC
488$20.9K0.0%ValueMediumDenver, CO2026-10-28
West Branch Capital LLC
455$19.5K0.0%GrowthVery LowAmherst, MA2026-10-20
Abound Wealth Management
318$13.6K0.0%ETFVery LowFranklin, TN2026-10-26
Reap Financial Group, LLC
203$8.7K0.0%ETFLowAustin, TX2026-11-02
Evolution Wealth Management Inc.
188$8.0K0.0%ETFMediumFort Myers, FL2026-10-28
Cape Investment Advisory, Inc.
97$4.2K0.0%ETFLowMcdonough, GA2026-10-13
Signature Equity Partners, LLC
71$3.0K0.0%GrowthMediumColumbus, OH2026-10-29
Capital Investment Advisory Services, LLC
17$7360.0%CoreMediumRaleigh, NC2026-10-30
Latitude Advisors, LLC
2$860.0%ETFLowYorkville, IL2026-10-27