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 | $187.1M | 4.1M | $141.9M | 3.1M | +997,618+31.69% | Add | |
| LPL Financial LLC | 0.03% | 0.03% | #114 | $129.0M | 2.9M | $100.5M | 2.2M | +626,914+28.11% | 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% | #176 | $81.3M | 1.8M | $54.6M | 1.2M | +590,729+48.79% | Add | |
| Betterment LLC | 0.11% | 0.13% | #73 | $67.1M | 1.5M | $68.9M | 1.5M | -41,026-2.68% | Reduce | |
| MORGAN STANLEY | <0.01% | <0.01% | #191 | $56.6M | 1.3M | $30.5M | 662,753 | +591,122+89.19% | Add | |
| Stratos Investment Management, LLC | 2% | 2.13% | #8 | $55.2M | 1.2M | $53.1M | 1.2M | +45,209+3.83% | Add | |
| BlackRock, Inc. | <0.01% | <0.01% | #222 | $44.7M | 987,196 | $40.7M | 902,931 | +84,265+9.33% | Add | |
| Hennion & Walsh Asset Management, Inc. | 1.11% | 1.19% | #14 | $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 | |
| Cetera Investment Advisers | 0.03% | 0.02% | #113 | $32.2M | 714,131 | $22.3M | 494,398 | +219,733+44.44% | Add | |
| UBS Group AG | <0.01% | <0.01% | #184 | $31.6M | 697,900 | $29.6M | 656,058 | +41,842+6.38% | Add | |
| MML INVESTORS SERVICES, LLC | 0.06% | 0.07% | #92 | $31.6M | 699,723 | $25.1M | 557,260 | +142,463+25.56% | 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 | |
| AMERIPRISE FINANCIAL INC | <0.01% | 0.01% | #182 | $21.0M | 464,800 | $32.9M | 730,239 | -265,439-36.35% | Reduce | |
| Cambridge Investment Research Advisors, Inc. | 0.05% | 0.05% | #99 | $19.6M | 433,481 | $18.9M | 419,773 | +13,708+3.27% | Add | |
| Ameliora Wealth Management Ltd. | 5.76% | 6.1% | #3 | $19.4M | 429,861 | $19.1M | 424,623 | +5,238+1.23% | Add | |
| DORVAL Corp | 5.46% | 5.76% | #4 | $19.0M | 420,114 | $18.6M | 412,230 | +7,884+1.91% | Add | |
| 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% | — | #25 | $12.2M | 269,354 | $0 | 0 | +269,354 | New Buy | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #224 | $11.7M | 258,941 | $10.1M | 226,099 | +32,842+14.53% | Add | |
| 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% | #93 | $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 | |
| BlueStem Wealth Partners, LLC | 1.02% | 1.36% | #16 | $10.2M | 226,998 | $12.2M | 270,984 | -43,986-16.23% | Reduce | |
| ASSETMARK, INC | 0.02% | 0.02% | #139 | $9.4M | 209,415 | $7.4M | 164,880 | +44,535+27.01% | Add | |
| Private Advisor Group, LLC | 0.04% | 0.07% | #102 | $8.8M | 194,266 | $15.4M | 341,493 | -147,227-43.11% | Reduce | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #223 | $7.8M | 171,506 | $3.7M | 81,669 | +89,837+110.00% | Add | |
| STIFEL FINANCIAL CORP | 0.01% | 0.01% | #170 | $7.6M | 167,474 | $7.4M | 163,276 | +4,198+2.57% | Add | |
| EXCHANGE TRADED CONCEPTS, LLC | 0.03% | 0.06% | #107 | $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% | #77 | $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% | #202 | $6.4M | 139,556 | $6.3M | 138,653 | +903+0.65% | Add | |
| Breakwater Capital Group | 0.74% | 1.07% | #24 | $6.1M | 135,818 | $8.0M | 176,984 | -41,166-23.26% | Reduce | |
| PARK AVENUE SECURITIES LLC | 0.04% | 0.05% | #106 | $5.7M | 125,273 | $6.0M | 133,267 | -7,994-6.00% | Reduce | |
| Private Advisory Group LLC | 0.29% | 0.32% | #45 | $5.4M | 118,414 | $4.8M | 107,049 | +11,365+10.62% | Add | |
| HARBOUR INVESTMENTS, INC. | 0.07% | 0.08% | #89 | $5.2M | 115,920 | $5.2M | 116,236 | -316-0.27% | 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% | #23 | $4.9M | 141,377 | $2.5M | 88,542 | +52,835+59.67% | Add | |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 0.48% | 0.03% | #31 | $4.7M | 104,547 | $135,795 | 2,999 | +101,548+3,386.06% | Add | |
| OSAIC HOLDINGS, INC. | 0.01% | <0.01% | #175 | $4.4M | 98,447 | $3.2M | 70,725 | +27,722+39.20% | Add | |
| Keystone Wealth Services, LLC | 0.77% | 0.83% | #21 | $4.1M | 91,376 | $3.9M | 86,604 | +4,772+5.51% | Add |