iShares 1-5Y Inv GradeIGSBETF
13F holders, Q3 2024 (September 30)892holders +14
62new positions
50sold out
5famous investors
$52.66avg. 13F price*
At the end of Q3 2024, 892 institutions reported holding iShares 1-5Y Inv Grade Corp. (IGSB) in their 13F filings, up 14 from Q2 2024. 62 opened new positions and 50 sold out. The largest holders were Charles Schwab Investment Management Inc. ($1.2B), Northern Trust Corp. ($1.1B) and Japan Science & Technology Agency ($811.4M). 5 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.1% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $125.0M |
| Exits | 50 | $180.1M |
All 13F filers, Q2 2024 → Q3 2024: 20,683,556 shares bought and 15,911,510 shares sold, net +4,772,046 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 892 holders
| Charles Schwab Investment Management Inc. | 0.24% | Add +0.4% | 23,461,200 | $1.2B |
| Northern Trust Corp. | 0.19% | Add +3.5% | 21,462,572 | $1.1B |
| Japan Science & Technology Agency | 10.73% | No change | 15,409,088 | $811.4M |
| Matson Money. Inc. | 24.21% | Add +0.7% | 13,391,716 | $705.2M |
| BlackRock, Inc. | 0.01% | — | 13,183,200 | $694.2M |
| Ameriprise Financial Inc. | 0.17% | Add +6.3% | 12,176,284 | $641.6M |
| Johns Hopkins University | 19.46% | Add +8.0% | 9,861,945 | $519.3M |
| Goldman Sachs Group Inc. | 0.09% | Add +4.2% | 8,982,188 | $473.0M |
| Morgan Stanley | 0.03% | Reduce -2.0% | 8,562,034 | $450.9M |
| Barings LLC | 8.54% | Reduce -0.4% | 6,840,027 | $360.2M |
| Bank of America Corp. | 0.03% | Reduce -2.3% | 6,144,400 | $323.6M |
| Envestnet Asset Management Inc. | 0.09% | Add +29.2% | 5,076,765 | $267.3M |
| UBS Group AG | 0.06% | Add +10.2% | 4,228,581 | $222.7M |
| PNC Financial Services Group, Inc. | 0.14% | Add +9.0% | 4,164,775 | $219.3M |
| EP Wealth Advisors, LLC | 1.81% | Add +17.0% | 4,010,083 | $211.2M |
| Wells Fargo & Company | 0.05% | Add +3.0% | 3,810,164 | $200.6M |
| Pure Financial Advisors, LLC | 4.47% | Add +16.4% | 3,538,503 | $186.3M |
| Allstate Corp. | 16.70% | Reduce -18.2% | 3,333,306 | $175.5M |
| Stifel Financial Corp. | 0.18% | Reduce -2.3% | 3,289,677 | $173.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -20.6% | 2,944,530 | $155.1M |
| Commonwealth Equity Services, LLC | 0.23% | Add +2.6% | 2,844,818 | $149.8M |
| Royal Bank of Canada | 0.03% | Reduce -21.1% | 2,752,261 | $144.9M |
| Captrust Financial Advisors | 0.43% | Add +26.5% | 2,747,270 | $144.7M |
| Busey Bank | 4.08% | Add +1.1% | 2,376,751 | $125.2M |
| Truist Financial Corp. | 0.18% | Add +2.4% | 2,208,369 | $116.3M |
| Arch Capital Group LTD. | 29.56% | No change | 2,171,233 | $114.3M |
| D. E. Shaw & Co. | 0.16% | Add +2048.9% | 2,086,600 | $109.9M |
| Flputnam Investment Management Co. | 1.93% | Reduce -1.7% | 2,039,210 | $107.4M |
| FMR LLC | 0.01% | Reduce -17.5% | 1,979,691 | $104.3M |
| Haverford Trust Co | 0.99% | Add +2.5% | 1,932,071 | $101.7M |
| NorthCoast Asset Management LLC | 0.71% | Add +73.2% | 1,908,841 | $100.5M |
| Raymond James & Associates | 0.06% | Reduce -20.3% | 1,895,009 | $99.8M |
| LPL Financial LLC | 0.04% | Add +41.9% | 1,848,685 | $97.4M |
| HighTower Advisors, LLC | 0.12% | Add +3.0% | 1,516,004 | $79.8M |
| Sun Life Financial Inc. | 4.43% | No change | 1,509,000 | $79.5M |
| Assetmark, Inc. | 0.23% | Add +20.9% | 1,503,035 | $79.1M |
| Keybank National Association | 0.30% | Add +0.1% | 1,492,935 | $78.6M |
| Composition Wealth, LLC | 1.71% | Add +4416.8% | 1,403,810 | $73.9M |
| Quotient Wealth Partners, LLC | 2.41% | Add +2.0% | 1,390,332 | $73.2M |
| Destination Wealth Management | 2.23% | Add +3.6% | 1,364,310 | $71.8M |
| Williams Jones Wealth Management, LLC. | 0.82% | Add +13.4% | 1,323,593 | $69.7M |
| Members Trust Co | 2.21% | Reduce -29.9% | 1,293,258 | $68.1M |
| Fiduciary Trust Co | 0.94% | Reduce -16.9% | 1,279,815 | $67.4M |
| One Capital Management, LLC | 1.97% | Reduce -1.0% | 1,175,262 | $61.9M |
| Money Design Co.,Ltd. | 3.05% | Add +5.0% | 1,164,005 | $61.3M |
| Mariner, LLC | 0.11% | Reduce -5.5% | 1,160,083 | $61.1M |
| Point72 Asset Management | 0.21% | Add +1.8% | 1,145,000 | $60.3M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +3.7% | 1,117,844 | $58.9M |
| Clearwater Capital Advisors, LLC | 5.29% | Add +3.3% | 1,031,154 | $54.3M |
| US Bancorp \de | 0.07% | Add +4.7% | 968,774 | $51.0M |
| Pathstone Holdings, LLC | 0.22% | Add +4.3% | 939,101 | $49.4M |
| Klaas Financial Asset Advisors, LLC | 8.54% | Add +0.8% | 935,645 | $49.3M |
| Eastern Bank | 0.88% | Add +1.4% | 934,825 | $49.2M |
| O'shaughnessy Asset Management, LLC | 0.44% | Add +9.0% | 940,599 | $49.1M |
| MML Investors Services, LLC | 0.18% | Add +246.1% | 927,717 | $48.9M |
| Cetera Investment Advisers | 0.10% | Add +34.7% | 896,490 | $47.2M |
| Boston Financial Mangement LLC | 1.36% | Add +6.8% | 864,165 | $45.5M |
| Stockman Wealth Management, Inc. | 6.91% | Add +30.0% | 844,212 | $44.5M |
| Sumitomo Mitsui Financial Group, Inc. | 1.00% | Add +0.0% | 843,135 | $44.4M |
| Sei Investments Co. | 0.06% | New | 818,331 | $43.1M |
| Stephens Inc. | 0.60% | Reduce -1.3% | 800,496 | $42.2M |
| Arkansas Financial Group, Inc. | 6.87% | Reduce -3.3% | 796,457 | $41.9M |
| Renaissance Technologies | 0.06% | Reduce -27.3% | 767,677 | $40.4M |
| Arax Advisory Partners | 3.50% | Reduce -2.6% | 745,080 | $39.2M |
| Parkside Investments, LLC | 5.90% | Add +6.8% | 742,645 | $39.1M |
| Bangor Savings Bank | 3.56% | Reduce -5.1% | 719,414 | $37.9M |
| Janney Montgomery Scott LLC | 0.10% | Add +2.8% | 697,273 | $36.7M |
| United Capital Financial Advisors, LLC | 0.30% | Add +6.8% | 688,774 | $36.3M |
| Zurich Insurance Group Ltd | 0.30% | No change | 679,581 | $35.8M |
| American Family Investments, Inc. | 2.49% | No change | 670,543 | $35.3M |
| Cutler Investment Counsel LLC | 4.44% | Add +6.1% | 668,812 | $35.2M |
| Meeder Advisory Services, Inc. | 2.27% | Add +5.4% | 664,654 | $35.0M |
| Greenwood Gearhart LLC | 2.85% | Add +2.7% | 650,428 | $34.3M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -10.1% | 647,353 | $34.1M |
| Bank of New York Mellon Corp | 0.01% | Add +0.6% | 638,712 | $33.6M |
| NewSquare Capital LLC | 2.66% | Add +7.6% | 635,004 | $33.4M |
| PDS Planning, Inc | 2.95% | Add +9.5% | 624,544 | $32.9M |
| DT Investment Partners, LLC | 2.64% | Add +3.8% | 618,543 | $32.6M |
| Boyd Watterson Asset Management LLC | 8.70% | Add +0.2% | 596,664 | $31.4M |
| Ritholtz Wealth Management | 0.94% | Add +6.0% | 593,669 | $31.3M |
| Maryland Capital Advisors Inc. | 15.08% | Add +34.0% | 589,731 | $31.1M |
| Bartlett & Co. Wealth Management LLC | 0.44% | Add +6.5% | 586,165 | $30.9M |
| OneDigital Investment Advisors LLC | 0.33% | Add +53.1% | 541,864 | $28.5M |
| 1832 Asset Management L.P. | 0.05% | Reduce -0.1% | 541,612 | $28.5M |
| Osaic Holdings, Inc. | 0.06% | Add +3.1% | 541,012 | $28.5M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Add +133.0% | 528,398 | $27.8M |
| Prudential Financial Inc. | 0.04% | Add +0.8% | 527,807 | $27.8M |
| Bank of Montreal | 0.01% | Reduce -24.6% | 501,104 | $26.4M |
| Atwood & Palmer Inc. | 1.78% | Add +2.3% | 497,282 | $26.2M |
| Benjamin Edwards Inc. | 0.38% | Add +1160.0% | 493,307 | $26.0M |
| Lutz Financial Services LLC | 2.03% | Reduce -1.1% | 475,821 | $25.1M |
| Rockefeller Capital Management L.P. | 0.06% | Add +99.2% | 456,434 | $24.0M |
| RiverFront Investment Group, LLC | 0.54% | Add +15.3% | 439,640 | $23.2M |
| Chicago Partners Investment Group LLC | 0.81% | Add +2.2% | 434,950 | $22.6M |
| Nelson Capital Management, LLC | 3.80% | Add +6.7% | 428,264 | $22.6M |
| Procyon Advisors, LLC | 1.50% | Add +1.3% | 413,453 | $21.8M |
| Dakota Wealth Management | 0.49% | Add +27.2% | 410,685 | $21.6M |
| Fiduciary Group, LLC | 2.17% | Reduce -5.2% | 406,562 | $21.4M |
| TD Private Client Wealth LLC | 0.61% | Add +24.9% | 401,020 | $21.1M |
| Bray Capital Advisors | 5.11% | Reduce -2.9% | 396,475 | $20.9M |
"% 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.