ISHARES 10 YEAR INVESTMENT GRADE CORPORATE 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | <0.01% | <0.01% | #136 | $253.3M | 5.1M | $222.7M | 4.5M | +576,527+12.85% | Add | |
| BANK OF AMERICA CORP /DE/ | 0.01% | 0.01% | #107 | $175.4M | 3.5M | $156.7M | 3.2M | +347,885+11.02% | Add | |
| PRUDENTIAL PLC | 1.15% | 1.21% | #13 | $162.3M | 3.2M | $158.3M | 3.2M | +54,399+1.71% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.03% | 0.03% | #88 | $112.9M | 2.3M | $116.7M | 2.4M | -95,336-4.05% | Reduce | |
| HUNTINGTON NATIONAL BANK | 0.41% | 0.38% | #27 | $83.8M | 1.7M | $68.7M | 1.4M | +289,706+20.92% | Add | |
| ALLIANZ SE | 0.86% | 0.89% | #17 | $81.2M | 1.6M | $80.5M | 1.6M | 00.00% | Unchanged | |
| ASSETMARK, INC | 0.13% | 0.15% | #51 | $77.8M | 1.6M | $75.2M | 1.5M | +39,430+2.60% | Add | |
| ALLSTATE CORP | 0.76% | 0.07% | #18 | $76.1M | 1.5M | $6.6M | 132,893 | +1.4M+1,045.01% | Add | |
| LPL Financial LLC | 0.01% | 0.02% | #103 | $62.7M | 1.3M | $74.0M | 1.5M | -238,346-15.99% | Reduce | |
| MORGAN STANLEY | <0.01% | <0.01% | #147 | $49.9M | 997,952 | $31.7M | 615,151 | +382,801+62.23% | Add | |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 0.63% | 0.67% | #23 | $48.0M | 959,773 | $45.9M | 924,345 | +35,428+3.83% | Add | |
| RiverFront Investment Group, LLC | 0.61% | 0.66% | #24 | $45.9M | 917,534 | $42.5M | 856,466 | +61,068+7.13% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.01% | 0.01% | #105 | $45.0M | 898,376 | $35.2M | 709,435 | +188,941+26.63% | Add | |
| Gallagher Fiduciary Advisors, LLC | 1.23% | 0.02% | #11 | $41.7M | 833,026 | $1.3M | 63.2M | -62.4M-98.68% | Reduce | |
| Horizon Investments, LLC | 0.38% | 0.39% | #28 | $35.9M | 723,336 | $35.5M | 722,529 | +807+0.11% | Add | |
| AMERIPRISE FINANCIAL INC | 0.01% | 0.01% | #123 | $31.9M | 636,993 | $37.2M | 749,542 | -112,549-15.02% | Reduce | |
| WELLS FARGO & COMPANY/MN | 0.01% | 0.01% | #130 | $31.4M | 627,627 | $29.9M | 601,919 | +25,708+4.27% | Add | |
| Advisors Capital Management, LLC | 0.3% | 0.31% | #29 | $28.2M | 562,826 | $26.6M | 535,944 | +26,882+5.02% | Add | |
| Fund Evaluation Group, LLC | 0.69% | 0.45% | #20 | $25.5M | 508,806 | $14.7M | 297,113 | +211,693+71.25% | Add | |
| Klaas Financial Asset Advisors, LLC | 2.97% | 3.08% | #7 | $23.8M | 475,930 | $22.3M | 449,909 | +26,021+5.78% | Add | |
| Cetera Investment Advisers | 0.02% | 0.02% | #95 | $22.1M | 441,537 | $20.6M | 415,959 | +25,578+6.15% | Add | |
| Bank of New York Mellon Corp | <0.01% | <0.01% | #138 | $21.9M | 438,165 | $21.1M | 425,561 | +12,604+2.96% | Add | |
| NYL Investors LLC | 7.75% | 7.5% | #1 | $20.2M | 404,202 | $19.8M | 399,942 | +4,260+1.07% | Add | |
| OSAIC HOLDINGS, INC. | 0.02% | 0.02% | #93 | $19.4M | 387,653 | $15.5M | 312,516 | +75,137+24.04% | Add | |
| Integrated Wealth Concepts LLC | 0.09% | 0.09% | #59 | $18.8M | 374,744 | $11.5M | 231,131 | +143,613+62.13% | Add | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #168 | $18.7M | 369,482 | $15.2M | 307,527 | +61,955+20.15% | Add | |
| UBS Group AG | <0.01% | <0.01% | #153 | $18.5M | 369,379 | $15.3M | 307,693 | +61,686+20.05% | Add | |
| Allspring Global Investments Holdings, LLC | 0.03% | 0.03% | #87 | $17.5M | 349,813 | $17.4M | 349,813 | 00.00% | Unchanged | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #154 | $15.7M | 314,515 | $13.9M | 280,359 | +34,156+12.18% | Add | |
| Legal & General Group Plc | <0.01% | 0.01% | #141 | $15.0M | 297,075 | $63.0M | 1.3M | -981,585-76.77% | Reduce | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #167 | $13.6M | 272,648 | $3.8M | 76,043 | +196,605+258.54% | Add | |
| Kestra Advisory Services, LLC | 0.04% | <0.01% | #81 | $13.3M | 266,379 | $1.2M | 23,562 | +242,817+1,030.54% | Add | |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 0.15% | — | #46 | $12.9M | 258,000 | $0 | 0 | +258,000 | New Buy | |
| Eley Financial Management, Inc | 3.94% | 3.76% | #4 | $12.2M | 243,296 | $10.4M | 210,023 | +33,273+15.84% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% | 0.01% | #129 | $9.6M | 192,213 | $10.6M | 213,569 | -21,356-10.00% | Reduce | |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.01% | 0.01% | #124 | $9.0M | 178,798 | $15.0M | 305,149 | -126,351-41.41% | Reduce | |
| CVS HEALTH Corp | 3.89% | 2.34% | #5 | $8.8M | 175,000 | $5.0M | 100,000 | +75,000+75.00% | Add | |
| Hennion & Walsh Asset Management, Inc. | 0.23% | 0.25% | #35 | $8.0M | 160,189 | $7.6M | 152,686 | +7,503+4.91% | Add | |
| Thoma Capital Management LLC | 4.24% | 3.36% | #3 | $8.0M | 158,874 | $5.7M | 114,368 | +44,506+38.91% | Add | |
| Mittelman Wealth Management | 5.18% | 5.59% | #2 | $7.8M | 32,844 | $9.0M | 180,799 | -147,955-81.83% | Reduce | |
| Motley Fool Wealth Management, LLC | 0.86% | 0.86% | #16 | $7.6M | 153,266 | $7.6M | 153,266 | 00.00% | Unchanged | |
| CROBAN | 3.26% | 3.37% | #6 | $7.4M | 147,796 | $7.2M | 144,235 | +3,561+2.47% | Add | |
| KEYBANK NATIONAL ASSOCIATION/OH | 0.02% | 0.03% | #92 | $7.0M | 139,646 | $7.1M | 143,861 | -4,215-2.93% | Reduce | |
| CoreCap Advisors, LLC | 0.19% | 0.29% | #39 | $6.6M | 131,988 | $8.6M | 172,477 | -40,489-23.48% | Reduce | |
| Concurrent Investment Advisors, LLC | 0.06% | <0.01% | #72 | $6.6M | 131,452 | $333,683 | 6,723 | +124,729+1,855.26% | Add | |
| Apollon Wealth Management, LLC | 0.08% | 0.04% | #62 | $6.5M | 129,509 | $2.2M | 43,751 | +85,758+196.01% | Add | |
| MCF Advisors LLC | 0.23% | 0.24% | #36 | $6.3M | 126,882 | $5.6M | 111,921 | +14,961+13.37% | Add | |
| TRUIST FINANCIAL CORP | 0.01% | 0.02% | #117 | $6.1M | 121,639 | $14.8M | 297,596 | -175,957-59.13% | Reduce | |
| REGIONS FINANCIAL CORP | 0.04% | 0.04% | #84 | $6.0M | 119,129 | $5.9M | 119,070 | +59+0.05% | Add | |
| NewEdge Advisors, LLC | 0.02% | 0.02% | #100 | $5.7M | 113,491 | $5.1M | 102,076 | +11,415+11.18% | Add |