Ticker: IGIB CUSIP: 464288638 Class: ISHS 5-10YR INVT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| CVS HEALTH Corp | 92,750 | $4,997 |
| Winthrop Partners - WNY, LLC | 113,924 | $6,138 |
| KINTRA WEALTH, LLC | 129,251 | $6,964 |
| OPTIMA CAPITAL LLC | 41,219 | $2,221 |
| Fire Capital Management LLC | 25,061 | $1,350 |
| SAGE ADVISORS, LLC | 10,716 | $577 |
| New Republic Capital, LLC | 13,737 | $740 |
| STEVENS CAPITAL PARTNERS | 11,226 | $605 |
| Manchester Capital Management LLC | 20,851 | $1,123 |
| Fidelis Capital Partners, LLC | 23,139 | $1,247 |
| Kelly Financial Services LLC | 6,601 | $356 |
| Piscataqua Savings Bank | 2,225 | $120 |
| SAX WEALTH ADVISORS, LLC | 21,477 | $1,157 |
| Pinion Investment Advisors, LLC | 4,479 | $241 |
| AUGUSTINE ASSET MANAGEMENT INC | 4,650 | $251 |
| TRANSCEND CAPITAL ADVISORS, LLC | 7,146 | $385 |
| MISSION WEALTH MANAGEMENT, LP | 19,693 | $1,061 |
| Heck Capital Advisors, LLC | 6,026 | $325 |
| OneAscent Financial Services LLC | 4,085 | $220 |
| XML Financial, LLC | 4,198 | $226 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Burns Matteson Capital Management, LLC | 104,140 | 167,275 | +63,135 (+60.6%) |
| ARKANSAS FINANCIAL GROUP, INC. | 323,056 | 409,041 | +85,985 (+26.6%) |
| HIGHLINE WEALTH PARTNERS LLC | 124,320 | 179,112 | +54,792 (+44.1%) |
| MFA Wealth Advisors, LLC | 738,989 | 797,304 | +58,315 (+7.9%) |
| BIRCHBROOK, INC. | 403,027 | 430,648 | +27,621 (+6.9%) |
| Ameliora Wealth Management Ltd. | 337,765 | 379,592 | +41,827 (+12.4%) |
| Financial Engines Advisors L.L.C. | 59,918,446 | 63,169,967 | +3,251,521 (+5.4%) |
| One Capital Management, LLC | 5,008,290 | 5,293,249 | +284,959 (+5.7%) |
| Klaas Financial Asset Advisors, LLC | 1,612,252 | 1,680,245 | +67,993 (+4.2%) |
| Charter Oak Capital Management, LLC | 1,427,742 | 1,527,956 | +100,214 (+7.0%) |
| GREENWOOD GEARHART INC | 1,481,351 | 1,609,738 | +128,387 (+8.7%) |
| Mendota Financial Group, LLC | 197,188 | 208,600 | +11,412 (+5.8%) |
| TPG Financial Advisors, LLC | 177,640 | 200,462 | +22,822 (+12.8%) |
| SEMITAM BONAM LLC | 181,983 | 190,211 | +8,228 (+4.5%) |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 204,446 | 227,132 | +22,686 (+11.1%) |
| Acropolis Investment Management, LLC | 1,966,925 | 2,059,152 | +92,227 (+4.7%) |
| ADAPT WEALTH ADVISORS, LLC | 269,468 | 284,822 | +15,354 (+5.7%) |
| BCK Partners, Inc. | 375,389 | 384,863 | +9,474 (+2.5%) |
| Matson Money. Inc. | 3,327,603 | 3,457,817 | +130,214 (+3.9%) |
| Flagstone Financial Management | 740,520 | 760,236 | +19,716 (+2.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| PLANWISER FINANCIAL, LLC | 93,182 | 22,380 | -70,802 (-76.0%) |
| PRUDENTIAL PLC | 9,245,452 | 5,369,642 | -3,875,810 (-41.9%) |
| Thoma Capital Management LLC | 681,054 | 624,646 | -56,408 (-8.3%) |
| ALLSTATE CORP | 3,632,500 | 3,127,184 | -505,316 (-13.9%) |
| Balance Wealth, LLC | 208,281 | 119,283 | -88,998 (-42.7%) |
| Israel Discount Bank of New York | 43,667 | 39,755 | -3,912 (-9.0%) |
| THEORY FINANCIAL LLC | 179,217 | 170,072 | -9,145 (-5.1%) |
| WEST CHESTER CAPITAL ADVISORS, INC | 57,849 | 31,361 | -26,488 (-45.8%) |
| Legacy Financial Group LLC | 350,342 | 318,629 | -31,713 (-9.1%) |
| Center For Asset Management LLC | 74,852 | 66,443 | -8,409 (-11.2%) |
| DT Investment Partners, LLC | 386,443 | 328,237 | -58,206 (-15.1%) |
| PEOPLES BANK /OH | 79,991 | 77,133 | -2,858 (-3.6%) |
| CAPITAL INSIGHT PARTNERS, LLC | 164,465 | 142,102 | -22,363 (-13.6%) |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 35,462 | 24,993 | -10,469 (-29.5%) |
| Wealthstar Advisors, LLC | 77,721 | 73,857 | -3,864 (-5.0%) |
| INTEGRITY ALLIANCE, LLC. | 118,408 | 5,814 | -112,594 (-95.1%) |
| Kovitz Investment Group Partners, LLC | 940,501 | 170,442 | -770,059 (-81.9%) |
| GDS Wealth Management | 442,909 | 428,288 | -14,621 (-3.3%) |
| Sage Advisory Services, Ltd.Co. | 12,848 | 4,576 | -8,272 (-64.4%) |
| Galvin, Gaustad & Stein, LLC | 271,645 | 258,591 | -13,054 (-4.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Allianz Investment Management LLC | 977,987 | $59,920 |
| RENASANT BANK | 14,006 | $758 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 13,400 | $725 |
| Endurance Services Ltd | 30,492 | $1,649 |
| RMR Capital Management, LLC | 6,680 | $361 |
| Stelac Advisory Services LLC | 12,718 | $688 |
| GREENUP STREET WEALTH MANAGEMENT LLC | 26,001 | $1,406 |
| Synergy Asset Management, LLC | 71,419 | $3,863 |
| Rareview Capital LLC | 6,841 | $365 |
| TBH Global Asset Management, LLC | 15,672 | $848 |
| Empowered Funds, LLC | 127,211 | $6,854 |
| Optivise Advisory Services LLC | 3,728 | $202 |
| Beacon Bridge Wealth Partners, LLC | 4,502 | $244 |
| Tower Research Capital LLC (TRC) | 36,841 | $1,993 |
| Beirne Wealth Consulting Services, LLC | 3,714 | $201 |
| TWO SIGMA SECURITIES, LLC | 5,697 | $308 |
| Integrated Investment Consultants, LLC | 4,077 | $221 |
| Brookwood Investment Group LLC | 5,384 | $291 |
| Consolidated Portfolio Review Corp | 5,797 | $314 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 7,550 | $408 |