iShares 5-10Y Inv GradeIGIBETF

13F holders, Q1 2026 (March 31)
709holders +20
67new positions
45sold out
1famous investor
$53.21avg. 13F price*

At the end of Q1 2026, 709 institutions reported holding iShares 5-10Y Inv Grade Corp. (IGIB) in their 13F filings, up 20 from Q4 2025. 67 opened new positions and 45 sold out. The largest holders were Financial Engines Advisors L.L.C. ($3.4B), Charles Schwab Investment Management Inc. ($742.0M) and Northern Trust Corp. ($655.7M). 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

0200400600800 Q1 2024: 534Q1 2024Q2 2024: 560Q2 2024Q3 2024: 586Q3 2024Q4 2024: 630Q4 2024Q1 2025: 627Q1 2025Q2 2025: 651Q2 2025Q3 2025: 668Q3 2025Q4 2025: 689Q4 2025Q1 2026: 709Q1 2026Q2 2026: 712Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions67$190.2M
Exits45$36.7M

All 13F filers, Q4 2025 → Q1 2026: 20,102,667 shares bought and 14,717,143 shares sold, net +5,385,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 709 holders

Financial Engines Advisors L.L.C. 6.88% Add +0.8% 63,675,202 $3.4B
Charles Schwab Investment Management Inc. 0.11% Add +13.0% 13,942,612 $742.0M
Northern Trust Corp. 0.09% Add +6.1% 12,321,025 $655.7M
Envestnet Asset Management Inc. 0.12% Add +36.7% 8,366,041 $445.2M
Assetmark, Inc. 0.87% Add +8.2% 7,997,374 $425.6M
Bank of America Corp. 0.02% Add +1.1% 6,242,128 $332.2M
Morgan Stanley 0.02% Reduce -1.6% 6,112,857 $325.3M
One Capital Management, LLC 8.54% Add +10.4% 5,845,766 $311.1M
Wells Fargo & Company 0.05% Add +2.0% 5,028,190 $267.6M
Allstate Corp. 2.46% Add +38.4% 4,326,783 $230.3M
UBS Group AG 0.04% Add +4.6% 4,089,061 $217.6M
Matson Money. Inc. 5.97% Add +5.9% 3,662,800 $194.7M
LPL Financial LLC 0.05% Add +15.0% 3,637,273 $193.6M
Ameriprise Financial Inc. 0.04% Reduce -11.0% 3,496,098 $185.7M
Raymond James Financial Inc. 0.05% Add +5.8% 3,296,746 $175.4M
FMR LLC 0.01% Reduce -9.3% 3,251,621 $173.1M
Royal Bank of Canada 0.03% Reduce -1.0% 2,888,657 $153.7M
TD Private Client Wealth LLC 2.60% Add +13.6% 2,356,271 $125.4M
Legal & General Group Plc 0.03% Reduce -55.3% 2,234,173 $118.3M
Acropolis Investment Management, LLC 4.94% Add +1.9% 2,098,568 $111.7M
Petersen Hastings Wealth Advisors Inc. 9.60% Add +4.2% 1,968,481 $104.8M
Franklin Resources Inc. 0.03% Add +3.7% 1,930,392 $102.7M
United Capital Financial Advisors, LLC 0.61% Reduce -1.1% 1,865,467 $99.1M
PNC Financial Services Group, Inc. 0.06% Add +2.0% 1,844,238 $98.2M
BlackRock, Inc. 0.00% Reduce -12.9% 1,752,836 $93.3M
Jones Financial Companies LLLP 0.04% Add +29.2% 1,736,033 $91.4M
Greenwood Gearhart LLC 4.94% Add +6.7% 1,717,626 $91.4M
Stifel Financial Corp. 0.08% Add +7.2% 1,670,740 $88.9M
Focus Partners Wealth 0.10% Add +163.3% 1,637,526 $87.4M
Goldman Sachs Group Inc. 0.01% Add +4.8% 1,611,396 $85.8M
Charter Oak Capital Management, LLC 6.60% Add +4.7% 1,599,851 $85.1M
Haverford Trust Co 0.72% Add +6.8% 1,466,937 $78.1M
HighTower Advisors, LLC 0.08% Add +25.1% 1,466,452 $78.0M
US Bancorp \de 0.08% Add +8.5% 1,293,603 $68.8M
Truist Financial Corp. 0.09% Add +16.9% 1,279,084 $68.1M
Keybank National Association 0.23% Add +4.1% 1,203,811 $64.1M
Ally Invest Advisors Inc. 4.05% Add +8.3% 1,129,499 $60.1M
Cetera Investment Advisers 0.06% Add +3.8% 1,118,184 $59.5M
Dakota Wealth Management 1.26% Add +7.8% 1,095,757 $58.3M
MAI Capital Management 0.33% Add +10.6% 1,085,709 $57.8M
RMG Wealth Management LLC 6.63% New 1,079,921 $57.5M
Wealth Enhancement Advisory Services, LLC 0.13% Reduce -20.7% 1,072,369 $57.0M
Horizon Investments, LLC 0.64% Reduce -0.0% 1,079,666 $57.0M
Bank of New York Mellon Corp 0.01% Add +5.1% 948,447 $50.5M
Mitsubishi UFJ Trust & Banking Corp 0.12% Add +20.0% 942,281 $50.1M
Dodds Wealth, LLC 11.62% Add +6.0% 889,218 $47.3M
Mutual Advisors, LLC 1.02% Reduce -2.8% 888,676 $47.3M
Mfa Wealth Advisors, LLC 9.29% Add +11.3% 887,369 $47.2M
Cwm, LLC 0.12% Reduce -7.4% 874,951 $46.6M
Wealthspire Retirement, LLC 2.76% Add +17.2% 863,357 $45.9M
Flagstone Financial Management 10.70% Add +6.5% 809,747 $43.1M
Gradient Investments LLC 0.63% Add +5.1% 758,240 $40.4M
Bank of Montreal 0.02% Add +2.0% 745,628 $39.7M
Fiduciary Trust Co 0.47% Add +2.2% 741,489 $39.5M
Janney Montgomery Scott LLC 0.10% Reduce -5.7% 731,611 $38.9M
Mariner, LLC 0.04% Add +138.5% 713,905 $38.0M
Baird Financial Group, Inc. 0.06% Add +9.6% 707,296 $37.6M
Scarborough Advisors, LLC 4.10% New 703,498 $37.4M
State Farm Mutual Automobile Insurance Co. 0.03% No change 680,000 $36.2M
Thoma Capital Management LLC 20.10% Add +2.2% 638,651 $34.0M
ProVise Management Group, LLC 2.38% Add +2.6% 622,121 $33.1M
Syon Capital LLC 1.51% Add +7.5% 564,705 $30.1M
Klaas Financial Asset Advisors, LLC 3.96% Reduce -67.9% 539,525 $28.7M
Schmidt P J Investment Management Inc. 4.65% Add +1.0% 519,337 $27.6M
JPMorgan Chase & Co. 0.00% Add +9.7% 521,769 $27.6M
Cerity Partners LLC 0.04% Reduce -0.0% 517,202 $27.5M
NorthCoast Asset Management LLC 0.61% Add +188.2% 491,205 $26.1M
Financial Partners Group, Inc 3.07% Add +1.1% 482,095 $25.7M
Prudential PLC 0.19% Reduce -91.2% 471,470 $25.1M
Birchbrook, Inc. 12.17% Add +8.3% 466,277 $24.8M
Arkansas Financial Group, Inc. 3.35% Add +9.9% 449,664 $24.0M
Ameliora Wealth Management Ltd. 7.63% Add +18.5% 449,962 $23.9M
GDS Wealth Management 1.43% Add +4.4% 446,969 $23.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +8.3% 439,655 $23.4M
Hancock Whitney Corp. 0.40% Reduce -0.3% 434,896 $23.2M
Bailard, Inc. 0.53% Add +48.0% 435,224 $23.2M
Jane Street Group, LLC 0.03% New 431,965 $23.0M
Osaic Holdings, Inc. 0.03% Reduce -7.1% 419,033 $22.3M
Black Diamond Financial, LLC 2.42% Add +4.5% 417,222 $22.2M
Avidian Wealth Enterprises, LLC 0.68% Add +4.1% 405,793 $21.6M
Madison Asset Management, LLC 0.26% Add +63.0% 400,916 $21.3M
BCK Partners, Inc. 11.38% Add +2.9% 395,914 $21.1M
Cyndeo Wealth Partners, LLC 1.08% Add +7.5% 385,063 $20.5M
Summit Wealth Group, LLC 4.56% Add +4.2% 373,031 $19.9M
Advisors Capital Management, LLC 0.23% Add +8.3% 368,965 $19.6M
DT Investment Partners, LLC 1.49% Add +2.2% 335,367 $17.8M
MML Investors Services, LLC 0.05% Reduce -5.9% 329,393 $17.5M
Roundview Capital LLC 1.07% Add +3.7% 322,146 $17.1M
Legacy Financial Group LLC 2.15% Add +0.8% 321,061 $17.1M
Deutsche Bank AG 0.01% Add +1.8% 316,165 $16.8M
Prosperity Consulting Group, LLC 0.73% Reduce -1.8% 306,562 $16.3M
Proffitt & Goodson Inc. 2.52% Reduce -14.1% 306,302 $16.3M
Chicago Partners Investment Group LLC 0.36% Add +24.0% 300,750 $16.1M
Commonwealth Equity Services, LLC 0.02% Reduce -1.9% 288,177 $15.3M
Lido Advisors, LLC 0.06% Reduce -18.6% 287,338 $15.3M
Summit Wealth Partners, LLC 2.29% Add +2.4% 272,320 $14.5M
D.A. Davidson & Co. 0.08% Add +2.0% 262,174 $14.0M
Bar Harbor Wealth Management 0.81% Reduce -0.6% 261,475 $13.9M
Castleark Management LLC 0.46% No change 259,994 $13.8M
World Investment Advisors 0.22% Add +10.3% 258,717 $13.8M

"% 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.

Show all 709 holders