iShares 5-10Y Inv GradeIGIBETF
13F holders, Q1 2024 (March 31)534holders
2famous investors
$51.60avg. 13F price*
At the end of Q1 2024, 534 institutions reported holding iShares 5-10Y Inv Grade Corp. (IGIB) in their 13F filings. The largest holders were Financial Engines Advisors L.L.C. ($2.6B), Prudential PLC ($487.0M) and Northern Trust Corp. ($396.8M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares 5-10Y Inv Grade Corp.
- CUSIP
- 464288638
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $85.5M |
| Exits | 56 | $85.0M |
Ownership 534 holders
| Financial Engines Advisors L.L.C. | 5.87% | Add +5.1% | 50,509,585 | $2.6B |
| Prudential PLC | 4.01% | Add +19.1% | 9,438,148 | $487.0M |
| Northern Trust Corp. | 0.07% | Add +12.3% | 7,689,633 | $396.8M |
| Japan Science & Technology Agency | 4.64% | No change | 7,237,448 | $373.5M |
| Charles Schwab Investment Management Inc. | 0.09% | Add +1.1% | 7,187,866 | $370.9M |
| US Bancorp \de | 0.43% | Add +61.1% | 5,952,710 | $307.2M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -42.9% | 5,261,101 | $271.5M |
| Allstate Corp. | 18.95% | Reduce -5.6% | 5,172,192 | $266.9M |
| Envestnet Asset Management Inc. | 0.09% | Add +0.3% | 4,862,612 | $250.9M |
| Bank of America Corp. | 0.02% | Reduce -0.5% | 4,581,816 | $236.4M |
| Morgan Stanley | 0.02% | Add +21.1% | 4,421,316 | $228.1M |
| Assetmark, Inc. | 0.65% | Reduce -2.6% | 3,884,666 | $200.4M |
| FMR LLC | 0.01% | Reduce -3.5% | 3,476,367 | $179.4M |
| One Capital Management, LLC | 6.25% | Add +13.8% | 3,337,310 | $172.2M |
| Ameriprise Financial Inc. | 0.05% | Reduce -3.8% | 3,283,668 | $169.2M |
| Matson Money. Inc. | 5.61% | Reduce -0.3% | 3,275,970 | $169.0M |
| Gradient Investments LLC | 3.77% | Add +40.8% | 3,149,585 | $162.5M |
| Wells Fargo & Company | 0.04% | Add +12.1% | 3,146,145 | $162.3M |
| UBS Group AG | 0.05% | Add +9.4% | 3,029,558 | $156.3M |
| Royal Bank of Canada | 0.03% | Add +0.3% | 2,679,647 | $138.3M |
| Raymond James & Associates | 0.07% | Add +18.8% | 2,027,236 | $104.6M |
| United Capital Financial Advisors, LLC | 0.84% | Reduce -3.8% | 1,968,273 | $101.6M |
| Bank of New York Mellon Corp | 0.02% | Add +11.7% | 1,937,304 | $100.0M |
| BlackRock Inc. | 0.00% | Reduce -20.6% | 1,914,393 | $98.8M |
| PNC Financial Services Group, Inc. | 0.07% | Add +4.1% | 1,893,796 | $97.7M |
| Franklin Resources Inc. | 0.03% | Add +2.2% | 1,570,101 | $81.0M |
| Klaas Financial Asset Advisors, LLC | 14.42% | Add +1.7% | 1,400,707 | $72.3M |
| Manufacturers Life Insurance Company, The | 0.06% | Add +3.9% | 1,277,491 | $65.9M |
| Acropolis Investment Management, LLC | 4.03% | Add +4.8% | 1,194,160 | $61.6M |
| Keybank National Association | 0.25% | Add +3.4% | 1,162,520 | $60.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -20.0% | 1,161,087 | $59.9M |
| Stifel Financial Corp. | 0.06% | Reduce -1.3% | 1,076,130 | $55.5M |
| Haverford Trust Co | 0.57% | Add +4.9% | 1,061,812 | $54.8M |
| LPL Financial LLC | 0.03% | Reduce -21.9% | 1,036,153 | $53.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.04% | Reduce -16.9% | 1,024,146 | $52.8M |
| Greenwood Gearhart LLC | 5.08% | Add +1.8% | 1,009,242 | $52.1M |
| Ally Invest Advisors Inc. | 4.32% | Add +1.8% | 843,468 | $43.5M |
| Truist Financial Corp. | 0.06% | Reduce -9.6% | 785,558 | $40.5M |
| American Family Insurance Mutual Holding Co | 3.33% | No change | 751,159 | $38.8M |
| State Farm Mutual Automobile Insurance Co. | 0.03% | No change | 680,000 | $35.1M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Add +28.9% | 667,996 | $34.5M |
| TD Private Client Wealth LLC | 1.12% | Add +25.8% | 659,259 | $34.0M |
| Dodds Wealth, LLC | 13.81% | Add +15.6% | 658,165 | $34.0M |
| Sabal Trust CO | 1.92% | Add +1.0% | 642,139 | $33.1M |
| Busey Bank | 0.97% | Reduce -6.5% | 530,690 | $27.4M |
| Commonwealth Equity Services, LLC | 0.04% | Add +4.0% | 508,894 | $26.3M |
| Proffitt & Goodson Inc. | 4.41% | Reduce -0.2% | 480,877 | $24.8M |
| Schmidt P J Investment Management Inc. | 4.61% | Add +6.8% | 473,526 | $24.4M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Reduce -3.9% | 471,044 | $24.3M |
| Albion Financial Group | 1.85% | Add +4.3% | 465,190 | $24.0M |
| ProVise Management Group, LLC | 1.91% | Add +10.7% | 428,023 | $22.1M |
| Arkansas Financial Group, Inc. | 3.89% | Reduce -3.9% | 428,021 | $22.1M |
| BNP Paribas Financial Markets | 0.03% | Add +7287.0% | 426,749 | $22.0M |
| Janney Montgomery Scott LLC | 0.06% | Add +4.3% | 403,796 | $20.8M |
| Prime Capital Investment Advisors, LLC | 0.29% | Add +55.7% | 400,647 | $20.7M |
| Leuthold Group, LLC | 2.27% | Add +48.1% | 391,397 | $20.2M |
| BCK Partners, Inc. | 10.21% | Add +4.0% | 369,648 | $19.1M |
| Avantax Advisory Services, Inc. | 0.17% | Add +83.6% | 362,939 | $18.7M |
| Flagstone Financial Management | 7.19% | New | 360,579 | $18.6M |
| Financial Partners Group, Inc | 2.88% | Add +20.6% | 350,421 | $18.1M |
| Graypoint LLC | 1.28% | Add +39.2% | 341,549 | $17.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | No change | 337,281 | $17.4M |
| Capstone Investment Advisors, LLC | 0.56% | Add +9.7% | 316,601 | $16.3M |
| Legacy Financial Group LLC | 3.27% | Add +1320.9% | 313,329 | $16.2M |
| Birchbrook, Inc. | 9.54% | Add +20.6% | 310,771 | $16.0M |
| Deutsche Bank AG | 0.01% | No change | 309,730 | $16.0M |
| Thrivent Financial for Lutherans | 0.03% | Add +42.4% | 303,920 | $15.7M |
| Bar Harbor Wealth Management | 1.05% | Reduce -9.6% | 303,898 | $15.7M |
| Bank of Montreal | 0.00% | Reduce -9.7% | 301,398 | $15.6M |
| Carl P. Sherr & Co., LLC | 8.64% | Add +1.7% | 297,021 | $15.3M |
| Anchor Capital Advisors LLC | 0.40% | Add +43.8% | 294,751 | $15.2M |
| NewSquare Capital LLC | 1.34% | Reduce -1.1% | 293,041 | $15.1M |
| Mariner, LLC | 0.03% | Add +16.6% | 290,441 | $15.0M |
| Roundview Capital LLC | 1.22% | Add +18.9% | 289,593 | $14.9M |
| Cetera Investment Advisers | 0.03% | Add +147.2% | 265,460 | $13.7M |
| Avidian Wealth Enterprises, LLC | 0.71% | Add +427.6% | 257,331 | $13.3M |
| BNP Paribas | 0.61% | — | 252,563 | $13.0M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +8.4% | 251,029 | $13.0M |
| CIBC Private Wealth Group LLC | 0.02% | New | 246,741 | $12.6M |
| MML Investors Services, LLC | 0.05% | Add +29.3% | 242,220 | $12.5M |
| Hancock Whitney Corp. | 0.43% | Add +11.3% | 241,580 | $12.5M |
| Summit Wealth Partners, LLC | 2.61% | Add +3.8% | 236,810 | $12.2M |
| Galvin, Gaustad & Stein, LLC | 1.10% | Reduce -1.7% | 229,348 | $11.8M |
| DT Investment Partners, LLC | 1.15% | Add +1.7% | 220,124 | $11.4M |
| Dakota Wealth Management | 0.28% | Add +63.0% | 217,545 | $11.2M |
| Mendota Financial Group, LLC | 6.40% | Add +187.5% | 212,094 | $10.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -63.3% | 211,887 | $10.9M |
| Rwa Wealth Partners, LLC | 0.15% | New | 208,903 | $10.8M |
| Sigma Planning Corp | 0.33% | Add +164.2% | 203,601 | $10.5M |
| Jones Financial Companies LLLP | 0.01% | Add +31.4% | 200,733 | $10.4M |
| Asio Capital, LLC | 2.16% | Add +6.5% | 196,796 | $10.2M |
| Ameliora Wealth Management Ltd. | 4.47% | Add +9.7% | 191,285 | $9.9M |
| Mittelman Wealth Management | 6.25% | — | 178,653 | $9.2M |
| Capital Insight Partners, LLC | 1.70% | Add +5.2% | 176,063 | $9.1M |
| D.A. Davidson & Co. | 0.08% | Add +5.3% | 174,912 | $9.0M |
| Balyasny Asset Management L.P. | 0.02% | Add +27.3% | 172,769 | $8.9M |
| LaSalle St. Investment Advisors, LLC | 5.01% | New | 172,725 | $8.9M |
| Forum Financial Management, LP | 0.15% | New | 172,084 | $8.9M |
| Millennium Management | 0.01% | New | 170,573 | $8.8M |
| Stephens Inc. | 0.13% | Reduce -11.4% | 159,711 | $8.2M |
"% of holder's portfolio" is IGIB's weight in each manager's 13F, not the share of iShares 5-10Y Inv Grade Corp. the manager owns.