iShares 5-10Y Inv GradeIGIBETF
13F holders, Q4 2025 (December 31)689holders +21
49new positions
51sold out
1famous investor
$53.88avg. 13F price*
At the end of Q4 2025, 689 institutions reported holding iShares 5-10Y Inv Grade Corp. (IGIB) in their 13F filings, up 21 from Q3 2025. 49 opened new positions and 51 sold out. The largest holders were Financial Engines Advisors L.L.C. ($3.4B), Charles Schwab Investment Management Inc. ($664.7M) and Northern Trust Corp. ($625.6M). One famous investor held it 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $34.3M |
| Exits | 51 | $44.5M |
All 13F filers, Q3 2025 → Q4 2025: 20,990,447 shares bought and 14,242,436 shares sold, net +6,748,011 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 689 holders
| Financial Engines Advisors L.L.C. | 6.45% | Add +5.4% | 63,169,967 | $3.4B |
| Charles Schwab Investment Management Inc. | 0.10% | Add +5.3% | 12,337,463 | $664.7M |
| Northern Trust Corp. | 0.08% | Add +6.3% | 11,610,358 | $625.6M |
| Assetmark, Inc. | 0.81% | Add +6.1% | 7,394,169 | $398.4M |
| Morgan Stanley | 0.02% | Add +10.8% | 6,210,405 | $334.6M |
| Bank of America Corp. | 0.02% | Add +10.5% | 6,173,377 | $332.6M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -19.1% | 6,118,906 | $329.7M |
| Prudential PLC | 2.32% | Reduce -41.9% | 5,369,642 | $289.3M |
| One Capital Management, LLC | 8.62% | Add +5.7% | 5,293,249 | $285.2M |
| Legal & General Group Plc | 0.06% | Add +414.3% | 5,002,480 | $270.2M |
| Wells Fargo & Company | 0.05% | Add +11.4% | 4,931,609 | $265.7M |
| Ameriprise Financial Inc. | 0.05% | Add +4.9% | 3,929,120 | $211.7M |
| UBS Group AG | 0.04% | Add +3.4% | 3,909,329 | $210.6M |
| FMR LLC | 0.01% | Reduce -0.4% | 3,583,875 | $193.1M |
| Matson Money. Inc. | 5.89% | Add +3.9% | 3,457,817 | $186.3M |
| LPL Financial LLC | 0.05% | Add +36.3% | 3,163,439 | $170.4M |
| Allstate Corp. | 2.30% | Reduce -13.9% | 3,127,184 | $168.5M |
| Raymond James Financial Inc. | 0.05% | Add +7.4% | 3,115,949 | $167.9M |
| Royal Bank of Canada | 0.03% | Reduce -7.3% | 2,918,391 | $157.2M |
| TD Private Client Wealth LLC | 2.38% | Add +16.7% | 2,073,892 | $111.7M |
| Acropolis Investment Management, LLC | 4.99% | Add +4.7% | 2,059,152 | $110.9M |
| BlackRock, Inc. | 0.00% | Reduce -66.2% | 2,012,953 | $108.5M |
| Petersen Hastings Wealth Advisors Inc. | 9.77% | — | 1,889,073 | $101.8M |
| United Capital Financial Advisors, LLC | 0.61% | Reduce -3.4% | 1,885,504 | $101.6M |
| Franklin Resources Inc. | 0.03% | Add +3.2% | 1,861,768 | $100.3M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -4.1% | 1,808,768 | $97.5M |
| Klaas Financial Asset Advisors, LLC | 13.13% | Add +4.2% | 1,680,245 | $90.5M |
| Greenwood Gearhart LLC | 4.77% | Add +8.7% | 1,609,738 | $86.7M |
| Stifel Financial Corp. | 0.08% | Add +2.2% | 1,558,379 | $84.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -21.8% | 1,537,062 | $82.8M |
| Charter Oak Capital Management, LLC | 6.28% | Add +7.0% | 1,527,956 | $82.3M |
| Haverford Trust Co | 0.66% | Add +5.5% | 1,372,890 | $74.0M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +151.5% | 1,352,130 | $73.0M |
| Manufacturers Life Insurance Company, The | 0.06% | Add +0.7% | 1,353,144 | $72.9M |
| Jones Financial Companies LLLP | 0.04% | Add +29.8% | 1,343,852 | $72.4M |
| US Bancorp \de | 0.08% | Add +2.2% | 1,192,186 | $64.2M |
| HighTower Advisors, LLC | 0.07% | Reduce -0.2% | 1,171,950 | $63.1M |
| Keybank National Association | 0.22% | Add +4.9% | 1,156,847 | $62.3M |
| Truist Financial Corp. | 0.08% | Add +2.6% | 1,094,346 | $59.0M |
| Horizon Investments, LLC | 0.74% | Add +2.0% | 1,080,000 | $58.2M |
| Cetera Investment Advisers | 0.06% | Add +25.4% | 1,076,858 | $58.0M |
| Ally Invest Advisors Inc. | 3.88% | Add +3.8% | 1,042,575 | $56.2M |
| Dakota Wealth Management | 0.97% | Add +3.4% | 1,016,352 | $54.8M |
| MAI Capital Management | 0.31% | Add +10.9% | 981,677 | $52.9M |
| Cwm, LLC | 0.14% | Add +202.2% | 944,617 | $50.9M |
| Mutual Advisors, LLC | 1.06% | Add +26.3% | 914,056 | $49.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.9% | 902,233 | $48.6M |
| Dodds Wealth, LLC | 11.08% | Add +1.7% | 838,687 | $45.2M |
| Mfa Wealth Advisors, LLC | 9.08% | Add +7.9% | 797,304 | $43.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.10% | Reduce -2.0% | 785,281 | $42.4M |
| Janney Montgomery Scott LLC | 0.10% | Add +25.3% | 775,677 | $41.8M |
| Flagstone Financial Management | 10.51% | Add +2.7% | 760,236 | $41.0M |
| Rockefeller Capital Management L.P. | 0.07% | Add +330.7% | 750,256 | $40.4M |
| Wealthspire Retirement, LLC | 2.41% | Add +4.8% | 736,401 | $39.7M |
| Bank of Montreal | 0.02% | Add +2.6% | 730,927 | $39.4M |
| Fiduciary Trust Co | 0.44% | Add +11.9% | 725,376 | $39.1M |
| Gradient Investments LLC | 0.62% | Add +4.2% | 721,667 | $38.9M |
| State Farm Mutual Automobile Insurance Co. | 0.03% | No change | 680,000 | $36.6M |
| Baird Financial Group, Inc. | 0.05% | Add +2.8% | 645,369 | $34.8M |
| Thoma Capital Management LLC | 19.39% | Reduce -8.3% | 624,646 | $33.7M |
| Focus Partners Wealth | 0.04% | Add +1690.8% | 621,982 | $33.5M |
| ProVise Management Group, LLC | 2.33% | Add +4.0% | 606,403 | $32.7M |
| Syon Capital LLC | 1.41% | Add +2.5% | 525,501 | $28.3M |
| Cerity Partners LLC | 0.04% | Add +1451.5% | 517,315 | $27.9M |
| Schmidt P J Investment Management Inc. | 4.51% | Reduce -0.5% | 514,172 | $27.7M |
| Financial Partners Group, Inc | 2.98% | Add +3.1% | 476,863 | $25.8M |
| JPMorgan Chase & Co. | 0.00% | Add +52.7% | 475,638 | $25.6M |
| Osaic Holdings, Inc. | 0.04% | Reduce -41.3% | 450,932 | $24.3M |
| Hancock Whitney Corp. | 0.42% | Reduce -0.9% | 435,986 | $23.5M |
| Birchbrook, Inc. | 11.57% | Add +6.8% | 430,648 | $23.2M |
| GDS Wealth Management | 1.44% | Reduce -3.3% | 428,288 | $23.1M |
| Arkansas Financial Group, Inc. | 3.18% | Add +26.6% | 409,041 | $22.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +9.9% | 406,025 | $21.9M |
| Black Diamond Financial, LLC | 2.27% | Add +5.4% | 399,301 | $21.5M |
| Avidian Wealth Enterprises, LLC | 0.76% | Add +2.6% | 389,932 | $21.0M |
| BCK Partners, Inc. | 11.21% | Add +2.5% | 384,863 | $20.7M |
| Ameliora Wealth Management Ltd. | 6.23% | Add +12.4% | 379,592 | $20.5M |
| Cyndeo Wealth Partners, LLC | 1.04% | Add +3.2% | 358,052 | $19.3M |
| Summit Wealth Group, LLC | 4.50% | Add +2.5% | 357,940 | $19.3M |
| Proffitt & Goodson Inc. | 2.69% | Add +2.3% | 356,634 | $19.2M |
| Lido Advisors, LLC | 0.08% | Add +0.0% | 352,897 | $19.1M |
| MML Investors Services, LLC | 0.05% | Add +29.5% | 350,105 | $18.9M |
| Advisors Capital Management, LLC | 0.22% | Add +7.0% | 340,556 | $18.3M |
| DT Investment Partners, LLC | 1.46% | Reduce -15.1% | 328,237 | $17.7M |
| Capstone Investment Advisors, LLC | 0.18% | Add +19.7% | 327,501 | $17.6M |
| Sigma Planning Corp | 0.49% | Add +2.8% | 326,676 | $17.6M |
| Legacy Financial Group LLC | 2.12% | Reduce -9.1% | 318,629 | $17.1M |
| Prosperity Consulting Group, LLC | 0.76% | Add +1.8% | 312,319 | $16.8M |
| Roundview Capital LLC | 1.03% | Add +7.0% | 310,685 | $16.7M |
| Deutsche Bank AG | 0.01% | No change | 310,445 | $16.7M |
| Mariner, LLC | 0.02% | Add +1.5% | 299,331 | $16.1M |
| Bailard, Inc. | 0.35% | Add +7.8% | 294,024 | $15.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -5.0% | 293,761 | $15.8M |
| Adapt Wealth Advisors, LLC | 5.28% | Add +5.7% | 284,822 | $15.3M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -0.0% | 279,884 | $15.1M |
| Summit Wealth Partners, LLC | 2.65% | Add +0.4% | 266,020 | $14.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -55.0% | 263,000 | $14.2M |
| Bar Harbor Wealth Management | 0.82% | Reduce -1.8% | 262,918 | $14.2M |
| Castleark Management LLC | 0.41% | No change | 259,994 | $14.0M |
| Galvin, Gaustad & Stein, LLC | 1.10% | Reduce -4.8% | 258,591 | $13.9M |
"% 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.