13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
IGEB

ISHARES INVESTMENT GRADE SYS

205 institutions still hold ISHARES INVESTMENT GRADE SYS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435G219·Exchange Traded Fund·205 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.0B
visible holders
Holders
205
filers reporting
Concentration
17.58%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q2 2026

205 institutions reported IGEB in Q2 2026. ENVESTNET ASSET MANAGEMENT INC leads at 17.6% 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
$178M3.9M0.04%Q2 202602
LPL Financial LLC
CIK 0001403438
$122M2.7M0.03%Q2 202603
State of New Jersey Common Pension Fund D
CIK 0001483066
$87M1.9M0.30%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$80M1.8M0.01%Q2 202605
Betterment LLC
CIK 0001633901
$69M1.5M0.13%Q1 202606
Stratos Investment Management, LLC
CIK 0001707206
$55M1.2M2.00%Q2 202607
MORGAN STANLEY
CIK 0000895421
$53M1.2M0.00%Q2 202608
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$39M861K1.11%Q2 202609
Equitable Holdings, Inc.
CIK 0001333986
$39M854K0.23%Q2 202610
CWM, LLC
CIK 0001535847
$36M791K0.09%Q1 202611
BlackRock, Inc.
CIK 0002012383
$34M743K0.00%Q2 202612
Cetera Investment Advisers
CIK 0001666741
$30M675K0.03%Q2 202613
MML INVESTORS SERVICES, LLC
CIK 0000701059
$29M645K0.06%Q2 202614
OneDigital Investment Advisors LLC
CIK 0001690370
$29M641K0.24%Q2 202615
WALLER FINANCIAL PLANNING GROUP, INC
CIK 0001736079
$28M624K5.80%Q2 202616
Merit Financial Group, LLC
CIK 0001621225
$28M620K0.17%Q2 202617
Ameliora Wealth Management Ltd.
CIK 0001910168
$19M430K5.76%Q2 202618
UBS Group AG
CIK 0001610520
$19M430K0.00%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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