FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,195.80-0.07%
XLE57.100.41%
STOXX50E5,860.32-0.39%
XLF51.810.77%
FTSE10,321.09-0.56%
IXIC24,847.470.04%
RUT2,787.930.03%
GSPC7,173.160.11%
Temp30.1°C
UV12.4
Feels35.1°C
Humidity62%
Wind13 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time1:35 PM
CUSIP 464289511

ISHRS 10 YR INVEST GRADE

231 institutions · $1.89B total · 38,328,389 shares

#ManagerSharesValue% of TotalPeriod
1BlackRock, Inc.3,470,529$175.1M9.05%2025-12-31
2PRUDENTIAL PLC3,053,427$154.0M7.96%2025-12-31
3ENVESTNET ASSET MANAGEMENT INC2,891,993$145.9M7.54%2025-12-31
4BANK OF AMERICA CORP /DE/2,619,848$132.2M6.83%2025-12-31
5Legal & General Group Plc2,155,792$108.7M5.62%2025-12-31
6Allianz SE1,622,000$81.8M4.23%2025-12-31
7ASSETMARK, INC1,488,126$75.1M3.88%2025-12-31
8Gallagher Fiduciary Advisors, LLC1,264,405$63.8M3.29%2025-12-31
9LPL Financial LLC1,076,017$54.3M2.80%2025-12-31
10Kestra Investment Management, LLC930,521$46.9M2.42%2025-12-31
11COUNTRY TRUST BANK927,000$46.8M2.41%2025-12-31
12RiverFront Investment Group, LLC801,697$40.4M2.09%2025-12-31
13Liberty Mutual Group Asset Management Inc.722,063$36.4M1.88%2025-12-31
14AMERIPRISE FINANCIAL INC717,926$36.2M1.87%2025-12-31
15SCHRODER INVESTMENT MANAGEMENT GROUP704,075$35.7M1.83%2025-12-31
16MORGAN STANLEY554,025$28.0M1.44%2025-12-31
17Horizon Investments, LLC517,742$26.1M1.35%2025-12-31
18Advisors Capital Management, LLC489,818$24.7M1.27%2025-12-31
19WELLS FARGO & COMPANY/MN486,978$24.6M1.27%2025-12-31
20Insight Wealth Strategies, LLC476,471$24.0M1.24%2025-12-31
21Tennessee Valley Asset Management Partners466,830$23.6M1.21%2025-12-31
22Bank of New York Mellon Corp405,115$20.4M1.05%2025-12-31
23MARINER INVESTMENT GROUP LLC400,000$20.2M1.04%2025-12-31
24NYL Investors LLC396,152$20.0M1.03%2025-12-31
25MA Private Wealth383,483$19.3M1.00%2025-12-31
26RAYMOND JAMES FINANCIAL INC369,771$18.7M0.96%2025-12-31
27Allspring Global Investments Holdings, LLC349,813$17.6M0.91%2025-12-31
28Cetera Investment Advisers345,252$17.4M0.90%2025-12-31
29UBS Group AG333,742$16.8M0.87%2025-12-31
30Fund Evaluation Group, LLC297,113$15.0M0.77%2025-12-31
31TRUIST FINANCIAL CORP280,871$14.2M0.73%2025-12-31
32MML INVESTORS SERVICES, LLC246,039$12.4M0.64%2025-12-31
33Royal Bank of Canada244,494$12.3M0.63%2025-12-31
34Klaas Financial Asset Advisors, LLC233,778$11.8M0.60%2025-12-31
35JPMORGAN CHASE & CO223,278$11.3M0.58%2025-12-31
36NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO213,574$10.8M0.55%2025-12-31
37Eley Financial Management, Inc205,654$10.4M0.53%2025-12-31
38Motley Fool Wealth Management, LLC203,302$10.3M0.53%2025-12-31
39OSAIC HOLDINGS, INC.176,250$8.9M0.45%2025-12-31
40RIVERNORTH CAPITAL MANAGEMENT, LLC155,317$7.8M0.40%2025-12-31
41Hennion & Walsh Asset Management, Inc.155,186$7.8M0.40%2025-12-31
42Envestnet Portfolio Solutions, Inc.152,329$7.7M0.39%2025-12-31
43Integrated Wealth Concepts LLC150,256$7.6M0.39%2025-12-31
44Cosner Financial Group, LLC149,531$7.5M0.39%2025-12-31
45Mittelman Wealth Management147,643$7.4M0.38%2025-12-31
46KEYBANK NATIONAL ASSOCIATION/OH144,309$7.3M0.37%2025-12-31
47WESPAC Advisors SoCal, LLC141,056$7.1M0.36%2025-12-31
48Systelligence, LLC134,248$6.8M0.35%2025-12-31
49REGIONS FINANCIAL CORP118,754$6.0M0.30%2025-12-31
50Onyx Bridge Wealth Group LLC116,887$5.9M0.30%2025-12-31
51North Dakota State Investment Board111,002$5.6M0.28%2025-12-31
52Wealthcare Advisory Partners LLC109,467$5.5M0.28%2025-12-31
53Kovitz Investment Group Partners, LLC107,967$5.4M0.28%2025-12-31
54MCF Advisors LLC107,958$5.4M0.28%2025-12-31
55CoreCap Advisors, LLC107,338$5.4M0.28%2025-12-31
56NewEdge Advisors, LLC100,595$5.1M0.26%2025-12-31
57Shum Financial Group, Inc.98,223$5.0M0.25%2025-12-31
58ALLSTATE CORP96,842$4.9M0.25%2025-12-31
59Investors Research Corp96,181$4.9M0.25%2025-12-31
60COMMONWEALTH EQUITY SERVICES, LLC95,539$4.8M0.24%2025-12-31
61SUSQUEHANNA INTERNATIONAL GROUP, LLP93,174$4.7M0.24%2025-12-31
62CROBAN93,171$4.7M0.24%2025-12-31
63Thoma Capital Management LLC80,209$4.0M0.20%2025-12-31
64Maia Wealth LLC75,530$3.9M0.19%2025-12-31
65TITLEIST ASSET MANAGEMENT, LLC76,132$3.8M0.19%2025-12-31
66Pinnacle Family Advisors, LLC73,370$3.7M0.19%2025-12-31
67Diversify Advisory Services, LLC70,522$3.6M0.18%2025-12-31
68D.A. DAVIDSON & CO.60,772$3.1M0.15%2025-12-31
69Evergreen Wealth Solutions, LLC60,678$3.1M0.15%2025-12-31
70Checchi Capital Advisers, LLC58,467$2.9M0.15%2025-12-31
71STIFEL FINANCIAL CORP56,562$2.9M0.14%2025-12-31
72OneDigital Investment Advisors LLC51,513$2.6M0.13%2025-12-31
73THRYVE WEALTH MANAGEMENT LLC51,348$2.6M0.13%2025-12-31
74Trajan Wealth LLC49,269$2.5M0.12%2025-12-31
75JONES FINANCIAL COMPANIES LLLP39,709$2.0M0.10%2025-12-31
76Kestra Advisory Services, LLC35,727$1.8M0.09%2025-12-31
77Private Advisor Group, LLC34,531$1.7M0.09%2025-12-31
78Wealthfront Advisers LLC31,886$1.6M0.08%2025-12-31
79Sovran Advisors, LLC31,050$1.6M0.08%2025-12-31
80GOLDMAN SACHS GROUP INC29,547$1.5M0.07%2025-12-31
81SOFI WEALTH, LLC29,317$1.5M0.07%2025-12-31
82Voya Financial Advisors, Inc.28,576$1.5M0.07%2025-12-31
83WEALTH ENHANCEMENT ADVISORY SERVICES, LLC27,450$1.4M0.07%2025-12-31
84PNC Financial Services Group, Inc.27,510$1.4M0.07%2025-12-31
85Global Retirement Partners, LLC26,371$1.3M0.06%2025-12-31
86CITADEL ADVISORS LLC25,000$1.3M0.06%2025-12-31
87Hilltop Holdings Inc.24,220$1.2M0.06%2025-12-31
88Koshinski Asset Management, Inc.24,026$1.2M0.06%2025-12-31
89Tranquilli Financial Advisor LLC23,891$1.2M0.06%2025-12-31
90Real Talk Capital, LLC23,319$1.2M0.06%2025-12-31
91US BANCORP \DE\22,332$1.1M0.05%2025-12-31
92RMR Capital Management, LLC21,452$1.1M0.05%2025-12-31
93Global View Capital Management LLC20,995$1.1M0.05%2025-12-31
94O'SHAUGHNESSY ASSET MANAGEMENT, LLC19,277$972.5K0.05%2025-12-31
95Passumpsic Savings Bank19,168$967.0K0.05%2025-12-31
96JAMES INVESTMENT RESEARCH, INC.18,906$953.8K0.04%2025-12-31
97TrueMark Investments, LLC18,540$935.3K0.04%2025-12-31
98UNITED CAPITAL FINANCIAL ADVISORS, LLC17,972$906.7K0.04%2025-12-31
99Berkeley Capital Partners, LLC17,853$900.7K0.04%2025-12-31
100MILESTONE ASSET MANAGEMENT, LLC17,343$875.0K0.04%2025-12-31
101Rockefeller Capital Management L.P.16,549$834.9K0.04%2025-12-31
102Main Street Research LLC15,941$804.2K0.04%2025-12-31
103Farther Finance Advisors, LLC14,509$732.0K0.03%2025-12-31
104DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main14,315$722.2K0.03%2025-12-31
105Archer Investment Corp14,163$714.5K0.03%2025-12-31
106AssuredPartners Investment Advisors, LLC14,150$713.9K0.03%2025-12-31
107AE Wealth Management LLC12,573$634.3K0.03%2025-12-31
108Ameritas Advisory Services, LLC12,559$633.6K0.03%2025-12-31
109Focus Partners Advisor Solutions, LLC12,059$608.4K0.03%2025-12-31
110Winter & Associates, Inc.12,059$608.4K0.03%2025-12-31
111Vantage Financial Partners, LLC11,940$602.4K0.03%2025-12-31
112&PARTNERS11,846$597.7K0.03%2025-12-31
113SAGE ADVISORS, LLC11,267$568.4K0.02%2025-12-31
114Prospera Financial Services Inc11,067$558.6K0.02%2025-12-31
115KESTRA PRIVATE WEALTH SERVICES, LLC10,583$533.9K0.02%2025-12-31
116HighTower Advisors, LLC10,379$523.6K0.02%2025-12-31
117D L CARLSON INVESTMENT GROUP INC10,325$520.9K0.02%2025-12-31
118Sanctuary Advisors, LLC9,668$498.3K0.02%2025-12-31
119FOUNDERS FINANCIAL SECURITIES LLC9,792$494.0K0.02%2025-12-31
120Invera Wealth Advisors, LLC9,148$461.5K0.02%2025-12-31
121Keating Financial Advisory Services, Inc.8,366$422.1K0.02%2025-12-31
122Heck Capital Advisors, LLC7,903$398.7K0.02%2025-12-31
123Valmark Advisers, Inc.7,789$393.0K0.02%2025-12-31
124NBT BANK N A /NY7,755$391.2K0.02%2025-12-31
125Sovereign Financial Group, Inc.7,577$382.3K0.01%2025-12-31
126Steward Partners Investment Advisory, LLC7,299$368.2K0.01%2025-12-31
127KKM Financial LLC7,220$364.2K0.01%2025-12-31
128ETF Portfolio Partners, Inc.7,130$359.7K0.01%2025-12-31
129Garner Asset Management Corp7,000$353.1K0.01%2025-12-31
130Israel Discount Bank of New York6,896$347.9K0.01%2025-12-31
131Cullen/Frost Bankers, Inc.6,788$342.5K0.01%2025-12-31
132GC Wealth Management RIA, LLC6,725$339.3K0.01%2025-12-31
133GSB Wealth Management, LLC6,689$337.5K0.01%2025-12-31
134COMERICA BANK6,045$305.0K0.01%2025-12-31
135Meadow Creek Wealth Advisors LLC5,826$293.9K0.01%2025-12-31
136RHS Financial, LLC5,798$292.5K0.01%2025-12-31
137Sigma Planning Corp5,714$288.3K0.01%2025-12-31
138Savant Capital, LLC5,523$278.6K0.01%2025-12-31
139Lido Advisors, LLC5,301$267.4K0.01%2025-12-31
140Compound Planning, Inc.5,140$259.3K0.01%2025-12-31
141Sound Income Strategies, LLC5,082$258.5K0.01%2025-12-31
142Meridian Wealth Management, LLC5,093$256.9K0.01%2025-12-31
143INVESTED ADVISORS5,068$255.7K0.01%2025-12-31
144Ausdal Financial Partners, Inc.5,041$254.3K0.01%2025-12-31
145Destiny Capital Corp/CO5,036$254.1K0.01%2025-12-31
146PACIFIC FINANCIAL GROUP INC5,014$252.9K0.01%2025-12-31
147Peak Planning Group, LLC4,907$247.6K0.01%2025-12-31
148Farrell Financial LLC4,842$244.3K0.01%2025-12-31
149BAILARD, INC.4,720$238.1K0.01%2025-12-31
150Balefire, LLC4,635$233.8K0.01%2025-12-31
151Patten Group, Inc.4,590$231.6K0.01%2025-12-31
152Transamerica Financial Advisors, LLC4,399$221.9K0.01%2025-12-31
153Concurrent Investment Advisors, LLC4,362$220.1K0.01%2025-12-31
154Horizons Wealth Management4,283$216.1K0.01%2025-12-31
155GTS SECURITIES LLC4,090$206.3K0.01%2025-12-31
156Arkadios Wealth Advisors3,924$198.0K0.01%2025-12-31
157Parallel Advisors, LLC3,588$181.0K0.00%2025-12-31
158CIBC Private Wealth Group LLC3,525$177.8K0.00%2025-12-31
159MARYLAND CAPITAL ADVISORS INC.3,472$175.2K0.00%2025-12-31
160Carolina Wealth Advisors, LLC3,172$160.0K0.00%2025-12-31
161RICHARDSON FINANCIAL SERVICES INC.2,352$118.7K0.00%2025-12-31
162Strategic Investment Advisors / MI22,276$96.8K0.05%2025-12-31
163Geneos Wealth Management Inc.1,896$95.7K0.00%2025-12-31
164FINANCIAL CONSULATE, INC1,795$90.6K0.00%2025-12-31
165Signature Equity Partners, LLC1,749$88.2K0.00%2025-12-31
166CREATIVE FINANCIAL DESIGNS INC /ADV1,595$80.4K0.00%2025-12-31
167DV Trading LLC1,500$75.7K0.00%2025-12-31
168Cape Investment Advisory, Inc.1,259$63.5K0.00%2025-12-31
169Newbridge Financial Services Group, Inc.963$48.6K0.00%2025-12-31
170Founders Financial Alliance, LLC732$36.9K0.00%2025-12-31
171Key Capital Management, INC722$36.4K0.00%2025-12-31
172UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC538$27.1K0.00%2025-12-31
173Capital Investment Advisory Services, LLC532$26.8K0.00%2025-12-31
174BLAIR WILLIAM & CO/IL527$26.6K0.00%2025-12-31
175IFP Advisors, Inc503$25.9K0.00%2025-12-31
176Sunbelt Securities, Inc.505$25.5K0.00%2025-12-31
177Allworth Financial LP453$23.3K0.00%2025-12-31
178INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC455$23.0K0.00%2025-12-31
179Manchester Capital Management LLC415$20.9K0.00%2025-12-31
180CITIGROUP INC400$20.2K0.00%2025-12-31
181PRIVATE TRUST CO NA355$17.9K0.00%2025-12-31
182HARBOUR INVESTMENTS, INC.319$16.1K0.00%2025-12-31
183NBC SECURITIES, INC.313$15.8K0.00%2025-12-31
184MAI Capital Management304$15.3K0.00%2025-12-31
185Betterment LLC275,576$13.9K0.71%2025-12-31
186MassMutual Private Wealth & Trust, FSB260$13.1K0.00%2025-12-31
187ORG Partners LLC253$12.8K0.00%2025-12-31
188Lummis Asset Management, LP239$12.1K0.00%2025-12-31
189FMR LLC231$11.7K0.00%2025-12-31
190CITY HOLDING CO230$11.6K0.00%2025-12-31
191WEBSTER BANK, N. A.200$10.1K0.00%2025-12-31
192GROUP ONE TRADING LLC200$10.1K0.00%2025-12-31
193Crews Bank & Trust170$8.6K0.00%2025-12-31
194Larson Financial Group LLC147$7.4K0.00%2025-12-31
195AlphaCore Capital LLC146$7.4K0.00%2025-12-31
196HRT FINANCIAL LP138,986$7.0K0.36%2025-12-31
197Spire Wealth Management136$6.9K0.00%2025-12-31
198Janney Montgomery Scott LLC123,272$6.2K0.32%2025-12-31
199Rossby Financial, LCC111$5.6K0.00%2025-12-31
200NEW ENGLAND ASSET MANAGEMENT INC100$5.0K0.00%2025-12-31
201Park Square Financial Group, LLC101$5.0K0.00%2025-12-31
202LaSalle St. Investment Advisors, LLC96,724$4.9K0.25%2025-12-31
203Qube Research & Technologies Ltd95$4.8K0.00%2025-12-31
204Princeton Global Asset Management LLC94$4.7K0.00%2025-12-31
205CBIZ Investment Advisory Services, LLC84$4.2K0.00%2025-12-31
206Cambridge Investment Research Advisors, Inc.83,551$4.2K0.21%2025-12-31
207NATIONAL BANK OF CANADA /FI/80$4.0K0.00%2025-12-31
208BNP PARIBAS FINANCIAL MARKETS72$3.6K0.00%2025-12-31
209SlateStone Wealth, LLC62,439$3.1K0.16%2025-12-31
210Legacy Wealth Managment, LLC/ID52$2.6K0.00%2025-12-31
211Noble Wealth Management PBC50$2.6K0.00%2025-12-31
212Dogwood Wealth Management LLC46$2.3K0.00%2025-12-31
213DELTA ASSET MANAGEMENT LLC/TN34$1.7K0.00%2025-12-31
214DHJJ Financial Advisors, Ltd.33$1.7K0.00%2025-12-31
215Thrivent Financial for Lutherans29,122$1.5K0.07%2025-12-31
216Parkside Financial Bank & Trust26$1.3K0.00%2025-12-31
217Golden State Wealth Management, LLC23$1.2K0.00%2025-12-31
218McIlrath & Eck, LLC22$1.1K0.00%2025-12-31
219PARK AVENUE SECURITIES LLC17,339$8750.04%2025-12-31
220CWM, LLC13,949$7040.03%2025-12-31
221FDx Advisors, Inc.13,810$6970.03%2025-12-31
222Strategic Advocates LLC12$6090.00%2025-12-31
223GAMMA Investing LLC11$5550.00%2025-12-31
224Smartleaf Asset Management LLC6$3260.00%2025-12-31
225Winthrop Capital Management, LLC5,846$2950.01%2025-12-31
226WEDBUSH SECURITIES INC5,521$2790.01%2025-12-31
227Game Plan Financial Advisors, LLC2$1010.00%2025-12-31
228BARCLAYS PLC1$500.00%2025-12-31
229SIGNATUREFD, LLC1$310.00%2025-12-31
230IFC & Insurance Marketing, Inc.31$20.00%2025-12-31
231TSFG, LLC1$00.00%2025-12-31