13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCheap mega-capRe-rated
IGEB

ISHARES INVESTMENT GRADE SYS

195 institutions still hold ISHARES INVESTMENT GRADE SYS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435G219·Exchange Traded Fund·195 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.9%
vs prior quarter
13F value held
$844M
48.0% inst. owned
of float
Holders
195
-109 QoQ
filers reporting
Activity
+69 / −24
+1,000 added · −746 reduced
this quarter
Concentration
16.78%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

195 institutions reported IGEB in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 16.8% of the visible book. -109 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$142M3.1M0.04%Q1 202602
LPL Financial LLC
CIK 0001403438
$98M2.2M0.03%Q1 202603
State of New Jersey Common Pension Fund D
CIK 0001483066
$87M1.9M0.33%Q1 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$54M1.2M0.00%Q1 202605
Stratos Investment Management, LLC
CIK 0001707206
$53M1.2M2.13%Q1 202606
MORGAN STANLEY
CIK 0000895421
$48M1.1M0.00%Q1 202607
CWM, LLC
CIK 0001535847
$36M791K0.09%Q1 202608
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$35M783K1.19%Q1 202609
Equitable Holdings, Inc.
CIK 0001333986
$33M730K0.21%Q1 202610
BlackRock, Inc.
CIK 0002012383
$33M736K0.00%Q1 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$30M664K0.01%Q1 202612
WALLER FINANCIAL PLANNING GROUP, INC
CIK 0001736079
$28M612K6.09%Q1 202613
OneDigital Investment Advisors LLC
CIK 0001690370
$27M591K0.26%Q1 202614
MML INVESTORS SERVICES, LLC
CIK 0000701059
$25M557K0.07%Q1 202615
Merit Financial Group, LLC
CIK 0001621225
$24M526K0.18%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$22M487K0.02%Q1 202617
Ameliora Wealth Management Ltd.
CIK 0001910168
$19M425K6.10%Q1 202618
DORVAL Corp
CIK 0001999144
$18M399K5.58%Q1 202619
UBS Group AG
CIK 0001610520
$18M396K0.00%Q1 202620
Private Advisor Group, LLC
CIK 0001567755
$15M341K0.07%Q1 2026
Page 1 of 10
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