IGBHISHARES U S ETF TR
CUSIP 46431W812 · Yahoo Finance ↗ · Google Finance ↗
Ishares U S Etf Tr (IGBH) has 49 institutional holders in Filings Flow’s 13F database, together reporting 2.82M shares worth $68M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Morgan Stanley, and Sound Income Strategies, LLC.
Institutional Holders
49
Q1 2026
Reported Value
$68M
Ticker
IGBH
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Comprehensive Wealth Management, LLC$198M AUM | 3.16% | $5M | 217.4K | Q4 2025OLDER |
| Yeomans Consulting Group, Inc.$341M AUM | 1.22% | $4M | 168.5K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.28% | $6M | 236.7K | Q1 2026 |
| Vista Cima Wealth Management LLC$101M AUM | 0.20% | $202,121 | 8.4K | Q1 2026 |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.14% | $4M | 153.5K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.08% | $156,011 | 6.5K | Q2 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.05% | $752,377 | 31.0K | Q1 2026 |
| Goodman Advisory Group, LLC$385M AUM | 0.04% | $145,830 | 6.0K | Q1 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.02% | $3M | 138.9K | Q1 2026 |
| Signature Equity Partners, LLC$186M AUM | 0.02% | $42,774 | 1.8K | Q1 2026 |
| Destination Wealth Management$3.9B AUM | 0.02% | $751,260 | 31.1K | Q1 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $2M | 83.5K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $314,799 | 13.0K | Q1 2026 |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $998,586 | 41.3K | Q1 2026 |
| Trilogy Capital Inc.$2.6B AUM | 0.01% | $222,625 | 9.2K | Q1 2026 |
| Key Capital Management, INC$151M AUM | 0.01% | $14,411 | 596 | Q1 2026 |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $694,369 | 28.2K | Q4 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.01% | $222,421 | 8.9K | Q4 2025OLDER |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.01% | $874,000 | 36.1K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 53.1K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $302,419 | 12.5K | Q1 2026 |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $6,432 | 266 | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $15M | 635.2K | Q1 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.00% | $216,638 | 8.9K | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $18,619 | 770 | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 56.5K | Q1 2026 |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $3M | 114.7K | Q1 2026 |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.00% | $295,597 | 12.2K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $98,502 | 4.0K | Q3 2025OLDER |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $826,000 | 34.2K | Q1 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $1M | 54.9K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 64.4K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 156.3K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $14M | 554.9K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $61,200 | 2.5K | Q1 2026 |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $303,000 | 12.5K | Q1 2026 |
| Decker Retirement Planning Inc.$221M AUM | 0.00% | $1,620 | 67 | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $349,691 | 14.5K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 69.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $258,674 | 10.7K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $34,291 | 1.4K | Q1 2026 |
| Spire Wealth Management$3.3B AUM | 0.00% | $9,035 | 374 | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 91.0K | Q2 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 164.8K | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $3,719 | 151 | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $907,524 | 37.5K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $488,030 | 19.8K | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $506,688 | 20.6K | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $49,811 | 2.1K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $135,000 | 5.6K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $1,475 | 61 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $3,230 | 134 | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $1,349 | 56 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $25,801 | 1.0K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $59,231 | 2.5K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $1,000 | 53 | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $7,109 | 294 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $2,660 | 110 | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $690 | 28 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $2,289 | 95 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.