iShares 1-5Y Inv GradeIGSBETF
13F holders, Q2 2024 (June 30)878holders −9
55new positions
61sold out
6famous investors
$51.20avg. 13F price*
At the end of Q2 2024, 878 institutions reported holding iShares 1-5Y Inv Grade Corp. (IGSB) in their 13F filings, down 9 from Q1 2024. 55 opened new positions and 61 sold out. The largest holders were Charles Schwab Investment Management Inc. ($1.2B), Northern Trust Corp. ($1.1B) and Japan Science & Technology Agency ($789.6M). 6 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $93.1M |
| Exits | 61 | $547.5M |
All 13F filers, Q1 2024 → Q2 2024: 20,899,733 shares bought and 36,584,346 shares sold, net −15,684,613 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 878 holders
| Charles Schwab Investment Management Inc. | 0.23% | Reduce -0.7% | 23,360,950 | $1.2B |
| Northern Trust Corp. | 0.18% | Add +0.0% | 20,733,862 | $1.1B |
| Japan Science & Technology Agency | 10.96% | No change | 15,409,088 | $789.6M |
| Matson Money. Inc. | 22.67% | Add +0.9% | 13,299,193 | $681.5M |
| BlackRock Inc. | 0.01% | Add +74.9% | 12,176,390 | $623.9M |
| Ameriprise Financial Inc. | 0.16% | Add +3.4% | 11,449,295 | $586.1M |
| Johns Hopkins University | 18.68% | Reduce -4.2% | 9,130,559 | $467.9M |
| Morgan Stanley | 0.03% | Reduce -1.2% | 8,737,052 | $447.7M |
| Goldman Sachs Group Inc. | 0.09% | Add +5.0% | 8,623,058 | $441.8M |
| Barings LLC | 8.64% | Reduce -0.7% | 6,866,827 | $351.9M |
| Bank of America Corp. | 0.03% | Reduce -26.3% | 6,286,112 | $322.1M |
| Allstate Corp. | 16.94% | Reduce -33.8% | 4,074,095 | $208.8M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -6.4% | 3,928,617 | $201.3M |
| UBS Group AG | 0.06% | Reduce -6.2% | 3,836,275 | $196.6M |
| PNC Financial Services Group, Inc. | 0.13% | Add +3.2% | 3,820,369 | $195.8M |
| JPMorgan Chase & Co. | 0.02% | Add +19.3% | 3,709,932 | $190.1M |
| Wells Fargo & Company | 0.05% | Add +0.6% | 3,698,966 | $189.5M |
| Royal Bank of Canada | 0.04% | Reduce -17.8% | 3,487,226 | $178.7M |
| EP Wealth Advisors, LLC | 1.87% | Add +12.8% | 3,426,586 | $175.6M |
| Stifel Financial Corp. | 0.19% | Add +30.9% | 3,368,385 | $172.6M |
| Pure Financial Advisors, LLC | 4.32% | Add +13.2% | 3,040,734 | $155.8M |
| Commonwealth Equity Services, LLC | 0.22% | Add +14.3% | 2,771,535 | $142.0M |
| FMR LLC | 0.01% | Reduce -61.2% | 2,400,217 | $123.0M |
| Raymond James & Associates | 0.08% | Add +3.1% | 2,376,549 | $121.8M |
| Busey Bank | 4.12% | Add +2.5% | 2,351,840 | $120.5M |
| Captrust Financial Advisors | 0.36% | Add +3.5% | 2,172,373 | $111.3M |
| Arch Capital Group LTD. | 48.73% | Reduce -60.0% | 2,171,233 | $111.3M |
| Truist Financial Corp. | 0.17% | Reduce -7.4% | 2,157,350 | $110.5M |
| Flputnam Investment Management Co. | 1.99% | Add +22.8% | 2,074,169 | $106.3M |
| Haverford Trust Co | 1.02% | Add +2.1% | 1,884,277 | $96.6M |
| Members Trust Co | 2.87% | Reduce -1.2% | 1,844,687 | $94.5M |
| Fiduciary Trust Co | 1.18% | Add +2.8% | 1,539,988 | $78.9M |
| Sun Life Financial Inc. | 4.62% | No change | 1,509,000 | $77.3M |
| Keybank National Association | 0.31% | Add +3.9% | 1,492,043 | $76.5M |
| HighTower Advisors, LLC | 0.12% | Add +6.1% | 1,471,418 | $75.4M |
| Dynasty Wealth Management, LLC | 2.13% | Reduce -37.6% | 1,413,299 | $72.4M |
| Quotient Wealth Partners, LLC | 2.45% | Reduce -37.8% | 1,363,566 | $69.9M |
| Destination Wealth Management | 2.23% | Add +2.0% | 1,316,510 | $67.5M |
| LPL Financial LLC | 0.03% | Reduce -3.9% | 1,302,597 | $66.7M |
| Assetmark, Inc. | 0.20% | Add +9.9% | 1,243,496 | $63.7M |
| Mariner, LLC | 0.12% | Reduce -4.1% | 1,227,654 | $62.9M |
| One Capital Management, LLC | 2.07% | Reduce -25.4% | 1,187,482 | $60.8M |
| Williams Jones Wealth Management, LLC. | 0.74% | Add +1.3% | 1,167,293 | $59.8M |
| Point72 Asset Management | 0.19% | No change | 1,125,000 | $57.6M |
| Money Design Co.,Ltd. | 3.06% | Add +3.9% | 1,108,989 | $56.8M |
| NorthCoast Asset Management LLC | 0.48% | Add +587.5% | 1,102,338 | $56.5M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +2.5% | 1,077,678 | $55.2M |
| Renaissance Technologies | 0.09% | Add +199.4% | 1,055,500 | $54.1M |
| Focus Partners Wealth | 0.17% | Add +214.5% | 996,532 | $51.2M |
| Clearwater Capital Advisors, LLC | 5.42% | Add +1.7% | 998,412 | $51.2M |
| Klaas Financial Asset Advisors, LLC | 8.72% | Add +11.3% | 927,778 | $47.5M |
| US Bancorp \de | 0.06% | Reduce -13.5% | 925,687 | $47.4M |
| Eastern Bank | 1.91% | Add +2.0% | 921,771 | $47.2M |
| Pathstone Holdings, LLC | 0.21% | Add +4.5% | 900,544 | $46.1M |
| O'shaughnessy Asset Management, LLC | 0.46% | Add +24.5% | 862,684 | $44.2M |
| Sumitomo Mitsui Financial Group, Inc. | 1.34% | Add +2.2% | 842,948 | $43.2M |
| Arkansas Financial Group, Inc. | 7.52% | Reduce -4.7% | 823,737 | $42.2M |
| Stephens Inc. | 0.63% | Reduce -1.5% | 811,119 | $41.6M |
| Boston Financial Mangement LLC | 1.32% | Reduce -18.3% | 809,452 | $41.5M |
| Arax Advisory Partners | 3.82% | Add +2.3% | 764,844 | $39.2M |
| Bangor Savings Bank | 3.88% | Reduce -4.8% | 757,747 | $38.8M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +4.6% | 720,230 | $36.9M |
| Benjamin F. Edwards & Company, Inc. | 0.63% | Add +198.1% | 698,879 | $35.8M |
| Parkside Investments, LLC | 5.62% | Add +15.0% | 695,665 | $35.6M |
| Zurich Insurance Group Ltd | 0.30% | No change | 679,581 | $34.8M |
| Janney Montgomery Scott LLC | 0.11% | Reduce -1.9% | 678,055 | $34.7M |
| American Family Investments, Inc. | 2.50% | — | 670,543 | $34.4M |
| Cetera Investment Advisers | 0.08% | Add +15.3% | 665,375 | $34.1M |
| Bank of Montreal | 0.01% | Add +48.3% | 664,184 | $34.1M |
| Stockman Wealth Management, Inc. | 5.83% | Add +28.4% | 649,408 | $33.3M |
| United Capital Financial Advisors, LLC | 0.28% | Reduce -13.6% | 645,159 | $33.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -14.1% | 634,642 | $32.5M |
| Greenwood Gearhart LLC | 3.06% | Reduce -0.4% | 633,441 | $32.5M |
| Cutler Investment Counsel LLC | 4.40% | Reduce -0.5% | 630,413 | $32.3M |
| Meeder Advisory Services, Inc. | 2.29% | Add +10095.7% | 630,401 | $32.3M |
| DT Investment Partners, LLC | 2.70% | Add +75.7% | 595,766 | $30.5M |
| Boyd Watterson Asset Management LLC | 8.81% | Add +8440.2% | 595,507 | $30.5M |
| NewSquare Capital LLC | 2.60% | Add +2.7% | 590,133 | $30.2M |
| PDS Planning, Inc | 2.95% | Add +7.3% | 570,527 | $29.2M |
| Ritholtz Wealth Management | 0.95% | Add +12.4% | 559,990 | $28.7M |
| Bartlett & Co. Wealth Management LLC | 0.43% | Add +2.1% | 550,608 | $28.2M |
| 1832 Asset Management L.P. | 0.05% | Reduce -1.6% | 542,037 | $27.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -1.1% | 537,445 | $27.5M |
| Stephens Group Asset Management, LLC | 2.49% | Add +1.8% | 532,339 | $27.3M |
| Atria Investments, Inc | 0.35% | Add +25.1% | 527,117 | $27.0M |
| Osaic Holdings, Inc. | 0.06% | Add +8.1% | 524,630 | $26.9M |
| Prudential Financial Inc. | 0.04% | Reduce -0.2% | 523,741 | $26.8M |
| United Bank | 3.32% | Add +0.7% | 522,921 | $26.8M |
| Atwood & Palmer Inc. | 1.89% | Add +1.4% | 486,155 | $24.9M |
| Lutz Financial Services LLC | 2.15% | Reduce -0.4% | 480,855 | $24.6M |
| Gallagher Fiduciary Advisors, LLC | 5.50% | Add +15.0% | 478,703 | $24.5M |
| Acropolis Investment Management, LLC | 1.54% | Add +11.5% | 474,886 | $24.3M |
| McKinley Carter Wealth Services, Inc. | 1.53% | Add +3.4% | 467,389 | $23.9M |
| Citadel Advisors | 0.02% | New | 458,503 | $23.5M |
| DDFG, Inc | 7.22% | Add +2.2% | 455,888 | $23.4M |
| Obermeyer Wealth Partners | 1.32% | Reduce -8.2% | 447,776 | $22.9M |
| Family Manage LLC | 4.01% | Add +0.5% | 440,546 | $22.6M |
| Maryland Capital Advisors Inc. | 12.15% | Add +69.2% | 440,203 | $22.6M |
| Chicago Partners Investment Group LLC | 0.85% | Add +8.1% | 425,453 | $22.0M |
| Fiduciary Group, LLC | 2.37% | Reduce -10.3% | 429,012 | $22.0M |
"% 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.