iShares 1-5Y Inv GradeIGSBETF
13F holders, Q1 2024 (March 31)887holders
5famous investors
$51.27avg. 13F price*
At the end of Q1 2024, 887 institutions reported holding iShares 1-5Y Inv Grade Corp. (IGSB) in their 13F filings. The largest holders were Charles Schwab Investment Management Inc. ($1.2B), Northern Trust Corp. ($1.1B) and Japan Science & Technology Agency ($790.2M). 5 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $179.6M |
| Exits | 81 | $348.5M |
Ownership 887 holders
| Charles Schwab Investment Management Inc. | 0.28% | Reduce -3.3% | 23,518,161 | $1.2B |
| Northern Trust Corp. | 0.18% | Add +10.7% | 20,724,608 | $1.1B |
| Japan Science & Technology Agency | 9.81% | No change | 15,409,088 | $790.2M |
| Matson Money. Inc. | 22.41% | Add +1.0% | 13,176,104 | $675.7M |
| Ameriprise Financial Inc. | 0.16% | Add +11.8% | 11,069,017 | $566.6M |
| Johns Hopkins University | 19.04% | Reduce -3.0% | 9,528,511 | $488.6M |
| Morgan Stanley | 0.04% | Reduce -7.1% | 8,845,263 | $453.6M |
| Bank of America Corp. | 0.04% | Add +2.9% | 8,529,955 | $437.4M |
| Goldman Sachs Group Inc. | 0.09% | Reduce -5.1% | 8,210,666 | $421.0M |
| Daiichi Life Insurance Co., Ltd. | 9.44% | No change | 8,165,000 | $418.7M |
| BlackRock Inc. | 0.01% | Add +5.8% | 6,962,016 | $357.0M |
| Barings LLC | 8.99% | Add +8906.3% | 6,916,827 | $354.7M |
| FMR LLC | 0.02% | Reduce -53.0% | 6,191,347 | $317.5M |
| Allstate Corp. | 22.42% | Add +11.3% | 6,157,676 | $315.8M |
| Arch Capital Group LTD. | 47.36% | No change | 5,422,939 | $278.1M |
| NYL Investors LLC | 10.04% | Reduce -50.3% | 5,402,339 | $277.0M |
| Royal Bank of Canada | 0.05% | Reduce -2.6% | 4,243,090 | $217.6M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -1.2% | 4,197,690 | $215.3M |
| UBS Group AG | 0.07% | Reduce -8.2% | 4,090,436 | $209.8M |
| PNC Financial Services Group, Inc. | 0.13% | Add +1.6% | 3,702,799 | $189.9M |
| Wells Fargo & Company | 0.05% | Add +7.2% | 3,678,888 | $188.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -7.7% | 3,110,712 | $159.5M |
| EP Wealth Advisors, LLC | 1.82% | Add +8.2% | 3,036,818 | $155.7M |
| Pure Financial Advisors, LLC | 4.31% | Add +11.4% | 2,685,186 | $137.7M |
| Stifel Financial Corp. | 0.15% | Add +21.3% | 2,573,023 | $131.9M |
| Commonwealth Equity Services, LLC | 0.21% | Add +3.3% | 2,424,233 | $124.3M |
| Truist Financial Corp. | 0.18% | Reduce -5.5% | 2,329,925 | $119.5M |
| Raymond James & Associates | 0.08% | Add +0.4% | 2,304,268 | $118.2M |
| Busey Bank | 4.17% | Reduce -0.3% | 2,294,449 | $117.7M |
| Dynasty Wealth Management, LLC | 3.71% | — | 2,265,851 | $116.2M |
| Quotient Wealth Partners, LLC | 4.01% | Add +14.4% | 2,192,298 | $112.4M |
| Captrust Financial Advisors | 0.39% | Add +4.6% | 2,099,769 | $106.7M |
| Members Trust Co | 2.86% | Reduce -9.7% | 1,866,833 | $95.7M |
| Haverford Trust Co | 0.99% | Add +3.7% | 1,846,099 | $94.7M |
| Flputnam Investment Management Co. | 1.84% | Add +13.4% | 1,689,355 | $86.6M |
| One Capital Management, LLC | 2.96% | Add +5.2% | 1,590,760 | $81.6M |
| Sun Life Financial Inc. | 4.87% | No change | 1,509,000 | $77.4M |
| Fiduciary Trust Co | 1.18% | Add +1.5% | 1,498,039 | $76.8M |
| Keybank National Association | 0.30% | Reduce -7.1% | 1,436,514 | $73.7M |
| HighTower Advisors, LLC | 0.12% | Add +140.5% | 1,387,405 | $71.1M |
| LPL Financial LLC | 0.04% | Add +1.0% | 1,355,029 | $69.5M |
| Destination Wealth Management | 2.20% | Add +8.4% | 1,290,954 | $66.2M |
| Mariner, LLC | 0.14% | Add +13.8% | 1,280,541 | $65.7M |
| Williams Jones Wealth Management, LLC. | 0.75% | Reduce -5.6% | 1,151,986 | $59.1M |
| Assetmark, Inc. | 0.19% | Add +1.1% | 1,131,384 | $58.0M |
| Point72 Asset Management | 0.17% | No change | 1,125,000 | $57.7M |
| US Bancorp \de | 0.08% | Reduce -9.6% | 1,069,715 | $54.9M |
| Money Design Co.,Ltd. | 2.98% | Reduce -27.9% | 1,067,528 | $54.7M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Add +5.4% | 1,051,932 | $53.9M |
| D. E. Shaw & Co. | 0.07% | Add +63.8% | 1,045,500 | $53.6M |
| Nisa Investment Advisors, LLC | 0.34% | New | 1,031,126 | $52.9M |
| Boston Financial Mangement LLC | 1.62% | Add +1.9% | 990,994 | $50.8M |
| Clearwater Capital Advisors, LLC | 5.37% | Add +5.1% | 982,114 | $50.4M |
| Eastern Bank | 1.93% | New | 903,861 | $46.3M |
| Arkansas Financial Group, Inc. | 7.80% | Reduce -0.1% | 863,888 | $44.3M |
| Pathstone Holdings, LLC | 0.21% | Add +5.9% | 861,918 | $44.2M |
| Klaas Financial Asset Advisors, LLC | 8.53% | Add +2.7% | 833,670 | $42.8M |
| Sumitomo Mitsui Financial Group, Inc. | 1.31% | Add +8.6% | 824,625 | $42.3M |
| Stephens Inc. | 0.66% | Add +1.8% | 823,330 | $42.2M |
| Bangor Savings Bank | 4.18% | Reduce -3.7% | 796,027 | $40.8M |
| Arax Advisory Partners | 4.05% | Add +3.9% | 748,049 | $38.4M |
| United Capital Financial Advisors, LLC | 0.32% | Reduce -15.6% | 746,674 | $38.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -16.6% | 739,039 | $37.9M |
| O'shaughnessy Asset Management, LLC | 0.39% | Reduce -38.7% | 692,721 | $35.5M |
| Janney Montgomery Scott LLC | 0.11% | Reduce -6.3% | 691,165 | $35.4M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +16.7% | 688,305 | $35.3M |
| Zurich Insurance Group Ltd | 0.32% | No change | 679,581 | $34.8M |
| American Family Insurance Mutual Holding Co | 2.95% | No change | 670,543 | $34.4M |
| Greenwood Gearhart LLC | 3.18% | Add +2.3% | 636,203 | $32.6M |
| Cutler Investment Counsel LLC | 4.36% | Add +1.7% | 633,528 | $32.5M |
| Parkside Investments, LLC | 4.92% | Add +36.5% | 604,735 | $31.0M |
| Cetera Investment Advisers | 0.07% | Add +198.1% | 576,979 | $29.6M |
| NewSquare Capital LLC | 2.61% | Reduce -1.4% | 574,384 | $29.5M |
| 1832 Asset Management L.P. | 0.05% | Add +2.0% | 550,740 | $28.2M |
| Relative Value Partners Group, LLC | 1.77% | Reduce -1.8% | 545,762 | $28.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -19.3% | 543,497 | $27.9M |
| Bartlett & Co. Wealth Management LLC | 0.43% | Add +15.7% | 539,314 | $27.7M |
| PDS Planning, Inc | 2.86% | Add +5.4% | 531,733 | $27.3M |
| Prudential Financial Inc. | 0.04% | Add +0.1% | 524,592 | $26.9M |
| Stephens Group Asset Management, LLC | 2.45% | Add +1.3% | 523,149 | $26.8M |
| United Bank | 3.18% | Add +10.5% | 519,318 | $26.6M |
| Stockman Wealth Management, Inc. | 4.58% | Add +27.8% | 505,663 | $25.9M |
| Ritholtz Wealth Management | 0.88% | Reduce -48.0% | 498,054 | $25.5M |
| Obermeyer Wealth Partners | 1.47% | Reduce -5.2% | 487,848 | $25.0M |
| Osaic Holdings, Inc. | 0.06% | Reduce -17.6% | 485,405 | $24.9M |
| Lutz Financial Services LLC | 2.16% | Reduce -3.1% | 482,986 | $24.8M |
| RiverFront Investment Group, LLC | 0.70% | Add +27.0% | 482,228 | $24.7M |
| Atwood & Palmer Inc. | 1.87% | Add +6.6% | 479,590 | $24.6M |
| Fiduciary Group, LLC | 2.68% | Add +4.0% | 478,491 | $24.5M |
| McKinley Carter Wealth Services, Inc. | 1.55% | Add +4.9% | 452,204 | $23.2M |
| Bank of Montreal | 0.01% | Add +20.1% | 447,922 | $23.0M |
| DDFG, Inc | 7.27% | Add +1.8% | 446,141 | $22.9M |
| Family Manage LLC | 4.16% | Add +15.2% | 438,521 | $22.5M |
| Acropolis Investment Management, LLC | 1.43% | Add +10.6% | 425,961 | $21.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.05% | Reduce -2.5% | 423,152 | $21.7M |
| Atria Investments, Inc | 0.30% | Add +41.6% | 421,409 | $21.6M |
| Gallagher Fiduciary Advisors, LLC | 0.76% | Add +1.3% | 416,248 | $21.3M |
| Mercer Global Advisors Inc. | 0.06% | Add +9.4% | 409,382 | $21.1M |
| Prime Capital Investment Advisors, LLC | 0.29% | Add +3.4% | 411,092 | $21.1M |
| Bray Capital Advisors | 5.34% | Add +0.2% | 409,910 | $21.0M |
"% 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.