# ISHARES TR INVT GRAD SY ETF

ISHARES TR INVT GRAD SY ETF is a security (CUSIP 46435G219) tracked across SEC portfolio filings. 196 institutional managers reported $1.2B on Form 13F as of 2026-06-30.

## Summary

- Issuer: ISHARES TR
- Class: INVT GRAD SY ETF
- CUSIP: 46435G219
- 13F holders: 196
- 13F value: $1.2B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 196 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $177.8M | 3,942,341 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $98.3M | 2,180,489 |
| State of New Jersey Common Pension Fund D | TRENTON, NJ | $86.7M | 1,921,932 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $53.6M | 1,189,465 |
| Fundamentum, LLC | BEACHWOOD, OH | $53.1M | 1,179,255 |
| MORGAN STANLEY | NEW YORK, NY | $48.4M | 1,074,882 |
| Hennion & Walsh Asset Management, Inc. | Parsippany, NJ | $40.7M | 890,865 |
| Hennion & Walsh Asset Management, Inc. | Parsippany, NJ | $38.9M | 861,241 |
| CWM, LLC | OMAHA, NE | $35.7M | 791,337 |
| Equitable Holdings, Inc. | NEW YORK, NY | $33.3M | 729,956 |
| BlackRock, Inc. | New York, NY | $33.2M | 735,734 |
| [WALLER FINANCIAL PLANNING GROUP, INC](https://search.stillhousedata.com/firm/159564) | COLUMBUS, OH | $28.2M | 624,286 |
| [Merit Financial Group, LLC](https://search.stillhousedata.com/firm/142457) | ALPHARETTA, GA | $28.0M | 620,167 |
| [OneDigital Investment Advisors LLC](https://search.stillhousedata.com/firm/106766) | OVERLAND PARK, KS | $26.6M | 590,579 |
| MML INVESTORS SERVICES, LLC | SPRINGFIELD, MA | $25.1M | 557,260 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46435G219.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.