13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
IGEB

ISHARES INVESTMENT GRADE SYS

196 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·196 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$908M
visible holders
Holders
196
filers reporting
Concentration
15.60%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

196 institutions reported IGEB in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 15.6% of the visible book.

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
Betterment LLC
CIK 0001633901
$69M1.5M0.13%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$54M1.2M0.00%Q1 202606
Stratos Investment Management, LLC
CIK 0001707206
$53M1.2M2.13%Q1 202607
MORGAN STANLEY
CIK 0000895421
$48M1.1M0.00%Q1 202608
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$39M861K1.11%Q2 202609
CWM, LLC
CIK 0001535847
$36M791K0.09%Q1 202610
Equitable Holdings, Inc.
CIK 0001333986
$33M730K0.21%Q1 202611
BlackRock, Inc.
CIK 0002012383
$33M736K0.00%Q1 202612
AMERIPRISE FINANCIAL INC
CIK 0000820027
$30M664K0.01%Q1 202613
WALLER FINANCIAL PLANNING GROUP, INC
CIK 0001736079
$28M624K5.80%Q2 202614
Merit Financial Group, LLC
CIK 0001621225
$28M620K0.17%Q2 202615
OneDigital Investment Advisors LLC
CIK 0001690370
$27M591K0.26%Q1 202616
MML INVESTORS SERVICES, LLC
CIK 0000701059
$25M557K0.07%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$22M487K0.02%Q1 202618
Ameliora Wealth Management Ltd.
CIK 0001910168
$19M430K5.76%Q2 202619
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$19M414K0.05%Q1 202620
DORVAL Corp
CIK 0001999144
$18M409K5.30%Q2 2026
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