ISHARES INVESTMENT GRADESYSTEMATIC BOND ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 0.04% | 0.04% | #100 | $177.8M | 3.9M | $141.7M | 3.1M | +798,634+25.40% | Add | |
| LPL Financial LLC | 0.03% | 0.03% | #114 | $122.4M | 2.7M | $98.3M | 2.2M | +533,845+24.48% | Add | |
| State of New Jersey Common Pension Fund D | 0.3% | 0.33% | #44 | $86.7M | 1.9M | $86.6M | 1.9M | 00.00% | Unchanged | |
| BANK OF AMERICA CORP /DE/ | 0.01% | <0.01% | #175 | $80.1M | 1.8M | $53.6M | 1.2M | +586,148+49.28% | Add | |
| Betterment LLC | 0.11% | 0.13% | #73 | $67.1M | 1.5M | $68.9M | 1.5M | -41,026-2.68% | Reduce | |
| Stratos Investment Management, LLC | 2% | 2.13% | #8 | $55.2M | 1.2M | $53.1M | 1.2M | +45,209+3.83% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #189 | $53.1M | 1.2M | $27.2M | 590,666 | +587,183+99.41% | Add | |
| Hennion & Walsh Asset Management, Inc. | 1.11% | 1.19% | #13 | $38.9M | 861,241 | $35.3M | 782,966 | +78,275+10.00% | Add | |
| Equitable Holdings, Inc. | 0.23% | 0.21% | #51 | $38.5M | 854,122 | $33.3M | 729,956 | +124,166+17.01% | Add | |
| BlackRock, Inc. | <0.01% | <0.01% | #225 | $33.5M | 743,163 | $33.2M | 735,734 | +7,429+1.01% | Add | |
| Cetera Investment Advisers | 0.03% | 0.02% | #112 | $30.4M | 674,762 | $21.9M | 486,928 | +187,834+38.58% | Add | |
| MML INVESTORS SERVICES, LLC | 0.06% | 0.07% | #93 | $29.1M | 645,097 | $25.1M | 557,260 | +87,837+15.76% | Add | |
| OneDigital Investment Advisors LLC | 0.24% | 0.26% | #49 | $28.9M | 640,961 | $26.6M | 590,579 | +50,382+8.53% | Add | |
| WALLER FINANCIAL PLANNING GROUP, INC | 5.8% | 6.09% | #2 | $28.2M | 624,286 | $27.6M | 612,366 | +11,920+1.95% | Add | |
| Merit Financial Group, LLC | 0.17% | 0.18% | #65 | $28.0M | 620,167 | $23.7M | 525,643 | +94,524+17.98% | Add | |
| ACT WEALTH MANAGEMENT, LLC | 7.96% | 8.68% | #1 | $27.1M | 593,035 | $25.8M | 570,801 | +22,234+3.90% | Add | |
| Bank Julius Baer & Co. Ltd, Zurich | 0.06% | 0.06% | #94 | $22.4M | 490,563 | $21.4M | 473,695 | +16,868+3.56% | Add | |
| Ameliora Wealth Management Ltd. | 5.76% | 6.1% | #3 | $19.4M | 429,861 | $19.1M | 424,623 | +5,238+1.23% | Add | |
| UBS Group AG | <0.01% | <0.01% | #190 | $19.4M | 429,772 | $17.8M | 396,123 | +33,649+8.49% | Add | |
| Cambridge Investment Research Advisors, Inc. | 0.04% | 0.05% | #99 | $19.3M | 428,103 | $18.7M | 414,272 | +13,831+3.34% | Add | |
| DORVAL Corp | 5.3% | 5.58% | #4 | $18.4M | 408,504 | $18.0M | 399,159 | +9,345+2.34% | Add | |
| AMERIPRISE FINANCIAL INC | <0.01% | 0.01% | #184 | $17.8M | 395,705 | $30.0M | 664,445 | -268,740-40.45% | Reduce | |
| Envestnet Portfolio Solutions, Inc. | 0.08% | 0.06% | #86 | $15.9M | 352,912 | $11.0M | 243,999 | +108,913+44.64% | Add | |
| LOOMIS SAYLES & CO L P | 0.02% | 0.02% | #133 | $13.9M | 305,040 | $13.4M | 296,170 | +8,870+2.99% | Add | |
| Heck Capital Advisors, LLC | 0.73% | — | #24 | $12.2M | 269,354 | $0 | 0 | +269,354 | New Buy | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.01% | #143 | $11.7M | 259,326 | $8.6M | 191,805 | +67,521+35.20% | Add | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 0.06% | 0.07% | #92 | $11.6M | 258,003 | $11.9M | 265,023 | -7,020-2.65% | Reduce | |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 0.15% | 0.22% | #67 | $11.5M | 255,722 | $14.8M | 327,825 | -72,103-21.99% | Reduce | |
| Kelly Financial Services LLC | 2.45% | 0.99% | #6 | $11.4M | 253,415 | $4.1M | 90,342 | +163,073+180.51% | Add | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #222 | $10.9M | 241,115 | $10.1M | 226,061 | +15,054+6.66% | Add | |
| BlueStem Wealth Partners, LLC | 1.02% | 1.36% | #15 | $10.2M | 226,998 | $12.2M | 270,984 | -43,986-16.23% | Reduce | |
| ASSETMARK, INC | 0.02% | 0.02% | #139 | $9.4M | 209,120 | $7.4M | 164,167 | +44,953+27.38% | Add | |
| STIFEL FINANCIAL CORP | 0.01% | 0.01% | #169 | $7.6M | 167,474 | $7.4M | 163,276 | +4,198+2.57% | Add | |
| EXCHANGE TRADED CONCEPTS, LLC | 0.03% | 0.06% | #105 | $7.5M | 166,579 | $7.9M | 175,037 | -8,458-4.83% | Reduce | |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | 0.01% | #150 | $7.3M | 160,000 | $3.6M | 80,000 | +80,000+100.00% | Add | |
| Systelligence, LLC | 1.19% | — | #12 | $7.2M | 158,594 | $0 | 0 | +158,594 | New Buy | |
| NorthRock Partners, LLC | 0.1% | 0.13% | #76 | $6.9M | 153,630 | $7.9M | 175,208 | -21,578-12.32% | Reduce | |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 0.08% | 0.1% | #84 | $6.8M | 153,618 | $5.7M | 125,548 | +28,070+22.36% | Add | |
| CITIGROUP INC | <0.01% | <0.01% | #200 | $6.4M | 139,556 | $225 | 5 | +139,551+2,791,020.00% | Add | |
| Breakwater Capital Group | 0.74% | 1.07% | #23 | $6.1M | 135,818 | $8.0M | 176,984 | -41,166-23.26% | Reduce | |
| Private Advisor Group, LLC | 0.03% | 0.07% | #113 | $6.0M | 133,936 | $15.4M | 341,493 | -207,557-60.78% | Reduce | |
| Private Advisory Group LLC | 0.29% | 0.32% | #45 | $5.4M | 118,414 | $4.8M | 107,049 | +11,365+10.62% | Add | |
| PARK AVENUE SECURITIES LLC | 0.03% | 0.05% | #108 | $5.2M | 116,092 | $6.0M | 133,267 | -17,175-12.89% | Reduce | |
| HARBOUR INVESTMENTS, INC. | 0.07% | 0.08% | #89 | $5.2M | 115,238 | $5.2M | 115,578 | -340-0.29% | Reduce | |
| Hoese & Co LLP | 3.21% | 3.64% | #5 | $4.9M | 109,648 | $4.9M | 108,824 | +824+0.76% | Add | |
| Allie Family Office LLC | 0.74% | 1.08% | #22 | $4.9M | 141,377 | $2.5M | 88,542 | +52,835+59.67% | Add | |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 0.48% | 0.03% | #30 | $4.7M | 104,547 | $135,795 | 2,999 | +101,548+3,386.06% | Add | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #177 | $4.2M | 92,269 | $3.0M | 67,304 | +24,965+37.09% | Add | |
| Keystone Wealth Services, LLC | 0.77% | 0.83% | #20 | $4.1M | 91,376 | $3.9M | 86,604 | +4,772+5.51% | Add | |
| NorthStar Asset Management LLC /NJ/ | 0.72% | 1.77% | #25 | $4.0M | 88,130 | $3.7M | 80,764 | +7,366+9.12% | Add |