iShares 1-5Y Inv GradeIGSBETF
13F holders, Q2 2026 (June 30)1,010holders −7
73new positions
77sold out
5famous investors
$52.42avg. 13F price*
At the end of Q2 2026, 1,010 institutions reported holding iShares 1-5Y Inv Grade Corp. (IGSB) in their 13F filings, down 7 from Q1 2026. 73 opened new positions and 77 sold out. The largest holders were Northern Trust Corp. ($1.4B), Matson Money. Inc. ($813.1M) and EP Wealth Advisors, LLC ($718.6M). 5 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares 1-5Y Inv Grade Corp.
- CUSIP
- 464288646
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $96.9M |
| Exits | 77 | $163.9M |
All 13F filers, Q1 2026 → Q2 2026: 22,109,495 shares bought and 15,552,020 shares sold, net +6,557,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,010 holders
| Northern Trust Corp. | 0.16% | Add +6.1% | 26,252,076 | $1.4B |
| Matson Money. Inc. | 22.65% | Add +4.1% | 15,505,032 | $813.1M |
| EP Wealth Advisors, LLC | 2.75% | Add +17.0% | 13,710,330 | $718.6M |
| BlackRock, Inc. | 0.01% | Reduce -1.1% | 12,595,321 | $660.1M |
| Ameriprise Financial Inc. | 0.11% | Reduce -4.1% | 10,015,306 | $524.2M |
| Allstate Corp. | 4.79% | Add +84.6% | 9,160,330 | $480.1M |
| Morgan Stanley | 0.02% | Reduce -1.4% | 8,818,356 | $462.2M |
| Bank of America Corp. | 0.03% | Reduce -8.1% | 8,281,325 | $434.0M |
| Barings LLC | 6.67% | No change | 6,840,027 | $358.5M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -2.4% | 6,834,814 | $358.2M |
| Goldman Sachs Group Inc. | 0.04% | Add +4.6% | 6,412,760 | $336.1M |
| Captrust Financial Advisors | 0.49% | Add +10.9% | 6,086,054 | $319.0M |
| UBS Group AG | 0.05% | Add +0.1% | 5,508,239 | $288.7M |
| Wells Fargo & Company | 0.05% | Add +17.5% | 5,506,117 | $288.6M |
| Raymond James Financial Inc. | 0.06% | Add +4.3% | 4,392,728 | $230.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +4.8% | 3,980,191 | $208.6M |
| PNC Financial Services Group, Inc. | 0.10% | Add +3.2% | 3,934,430 | $206.2M |
| Focus Partners Wealth | 0.20% | Add +20.2% | 3,665,930 | $192.1M |
| LPL Financial LLC | 0.04% | Add +17.4% | 3,525,156 | $184.8M |
| Pure Financial Advisors, LLC | 2.23% | Reduce -45.6% | 3,313,324 | $173.7M |
| Stifel Financial Corp. | 0.14% | Reduce -20.7% | 3,279,401 | $171.9M |
| Members Trust Co | 5.22% | Reduce -1.3% | 3,201,864 | $167.8M |
| Commonwealth Equity Services, LLC | 0.18% | Reduce -7.0% | 2,768,665 | $145.1M |
| Flputnam Investment Management Co. | 1.57% | Add +4.1% | 2,508,677 | $131.5M |
| Truist Financial Corp. | 0.15% | Add +1.9% | 2,462,123 | $129.0M |
| Composition Wealth, LLC | 1.48% | Add +15.4% | 2,399,367 | $125.8M |
| Prudential Financial Inc. | 0.13% | Reduce -5.2% | 2,330,032 | $122.1M |
| FMR LLC | 0.01% | Reduce -4.4% | 2,245,918 | $117.7M |
| Keybank National Association | 0.37% | Add +10.9% | 2,167,426 | $113.6M |
| Royal Bank of Canada | 0.02% | Reduce -0.7% | 2,116,211 | $110.9M |
| Point72 Asset Management | 0.17% | No change | 2,028,500 | $106.3M |
| MML Investors Services, LLC | 0.21% | Add +21.8% | 1,944,485 | $101.9M |
| HighTower Advisors, LLC | 0.10% | Add +4.0% | 1,902,181 | $99.7M |
| Parkside Investments, LLC | 10.90% | Add +6.4% | 1,876,303 | $98.3M |
| Williams Jones Wealth Management, LLC. | 1.10% | Add +6.0% | 1,855,860 | $97.3M |
| MAI Capital Management | 0.37% | Add +6.6% | 1,835,731 | $96.2M |
| Busey Bank | 2.33% | Add +0.6% | 1,831,639 | $96.0M |
| RiverFront Investment Group, LLC | 1.18% | Add +9.6% | 1,704,771 | $89.3M |
| Assetmark, Inc. | 0.15% | Add +0.3% | 1,695,928 | $88.9M |
| Haverford Trust Co | 0.75% | Reduce -14.4% | 1,656,261 | $86.8M |
| Destination Wealth Management | 1.95% | Add +3.0% | 1,594,200 | $83.6M |
| One Capital Management, LLC | 2.30% | No change | 1,571,911 | $82.6M |
| O'shaughnessy Asset Management, LLC | 0.37% | Add +4.0% | 1,518,855 | $79.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.5% | 1,476,104 | $77.5M |
| US Bancorp \de | 0.08% | Add +7.4% | 1,389,346 | $72.8M |
| Maryland Capital Advisors Inc. | 23.06% | — | 1,373,167 | $72.0M |
| Mariner, LLC | 0.07% | Reduce -0.6% | 1,334,985 | $70.0M |
| Cetera Investment Advisers | 0.06% | Reduce -4.7% | 1,302,960 | $68.3M |
| Dakota Wealth Management | 1.11% | Add +11.5% | 1,104,802 | $57.9M |
| TD Private Client Wealth LLC | 1.02% | Add +7.0% | 1,056,853 | $55.4M |
| Greenwood Gearhart LLC | 2.56% | Add +6.6% | 1,050,207 | $55.0M |
| Sumitomo Mitsui Financial Group, Inc. | 1.04% | Reduce -0.0% | 1,039,573 | $54.5M |
| Osaic Holdings, Inc. | 0.06% | Add +47.9% | 1,019,362 | $53.4M |
| Raffa Wealth Management, LLC | 6.52% | Add +21.5% | 987,415 | $51.8M |
| Pathstone Holdings, LLC | 0.14% | Add +16.7% | 923,586 | $48.4M |
| Bangor Savings Bank | 3.50% | Add +4.3% | 908,714 | $47.6M |
| Janney Montgomery Scott LLC | 0.09% | Add +9.2% | 902,951 | $47.3M |
| Cerity Partners LLC | 0.06% | Reduce -5.7% | 897,036 | $47.0M |
| Zurich Insurance Group Ltd | 0.33% | No change | 894,272 | $46.9M |
| Bank of Montreal | 0.02% | Reduce -19.6% | 890,251 | $46.7M |
| CVS HEALTH Corp | 20.72% | Add +202.3% | 890,000 | $46.6M |
| Cutler Investment Counsel LLC | 4.35% | Add +3.4% | 881,726 | $46.2M |
| Ritholtz Wealth Management | 0.67% | Add +4.6% | 858,952 | $45.0M |
| Fiduciary Trust Co | 0.48% | Reduce -0.7% | 840,330 | $44.0M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +15.1% | 840,189 | $43.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -17.4% | 815,000 | $42.7M |
| PDS Planning, Inc | 2.43% | Add +4.3% | 801,548 | $42.0M |
| Nelson Capital Management, LLC | 4.46% | Add +7.1% | 776,458 | $40.7M |
| Monograph Wealth Advisors, LLC | 3.28% | Add +19.7% | 761,949 | $39.9M |
| Stockman Wealth Management, Inc. | 4.06% | Add +1.9% | 749,535 | $39.3M |
| Clearwater Capital Advisors, LLC | 2.84% | Add +0.8% | 740,410 | $38.8M |
| IFP Advisors, Inc | 0.69% | Add +70.3% | 727,413 | $38.1M |
| Parallel Advisors, LLC | 0.55% | Add +4.7% | 686,092 | $36.0M |
| Schaeffer Financial LLC | 27.33% | Add +3.8% | 674,253 | $35.3M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -30.6% | 670,567 | $35.1M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.7% | 664,743 | $34.8M |
| Leavell Investment Management, Inc. | 1.27% | Add +10.1% | 663,554 | $34.8M |
| Wharton Business Group, LLC | 1.16% | Add +151.5% | 662,380 | $34.7M |
| NewSquare Capital LLC | 2.37% | Add +5.0% | 609,297 | $31.9M |
| Envestnet Portfolio Solutions, Inc. | 0.15% | Reduce -2.4% | 605,628 | $31.7M |
| Chicago Partners Investment Group LLC | 0.62% | Add +4.7% | 596,458 | $31.0M |
| NorthCoast Asset Management LLC | 0.68% | Add +1.0% | 588,685 | $30.9M |
| Arkansas Financial Group, Inc. | 3.97% | Reduce -1.4% | 581,391 | $30.5M |
| Lazard Asset Management LLC | 0.05% | Add +27.8% | 571,644 | $30.0M |
| Prime Capital Investment Advisors, LLC | 0.29% | Reduce -0.3% | 567,579 | $29.7M |
| First American Trust, FSB | 1.77% | Add +28.5% | 561,393 | $29.4M |
| Stephens Inc. | 0.32% | Reduce -3.4% | 546,640 | $28.6M |
| Baird Financial Group, Inc. | 0.04% | Add +9.4% | 530,389 | $27.8M |
| Klaas Financial Asset Advisors, LLC | 3.45% | Reduce -2.0% | 527,909 | $27.7M |
| Mercer Global Advisors Inc. | 0.03% | Add +125.0% | 513,282 | $26.9M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +1.4% | 507,466 | $26.6M |
| Members Capital Advisors Inc. | 22.51% | — | 500,000 | $26.2M |
| DT Investment Partners, LLC | 1.94% | Add +3.8% | 495,278 | $26.0M |
| Wellington Grp LLC | 6.74% | Add +3.3% | 485,916 | $25.5M |
| Fiduciary Group, LLC | 1.97% | Add +1.4% | 480,270 | $25.2M |
| Bartlett & Co. Wealth Management LLC | 0.31% | Reduce -2.0% | 479,786 | $25.1M |
| Lutz Financial Services LLC | 1.53% | Add +0.7% | 478,615 | $25.1M |
| Blue Fin Capital, Inc. | 3.56% | Add +6.6% | 469,389 | $24.6M |
| Arch Capital Group LTD. | 8.45% | No change | 469,378 | $24.6M |
| Courage Miller Partners, LLC | 6.44% | Add +4.1% | 465,818 | $24.4M |
"% of holder's portfolio" is IGSB's weight in each manager's 13F, not the share of iShares 1-5Y Inv Grade Corp. the manager owns.