iShares 1-5Y Inv GradeIGSBETF
13F holders, Q4 2024 (December 31)958holders +66
62new positions
51sold out
6famous investors
$51.65avg. 13F price*
At the end of Q4 2024, 958 institutions reported holding iShares 1-5Y Inv Grade Corp. (IGSB) in their 13F filings, up 66 from Q3 2024. 62 opened new positions and 51 sold out. The largest holders were Northern Trust Corp. ($1.1B), Charles Schwab Investment Management Inc. ($1.1B) and Matson Money. Inc. ($696.1M). 6 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Steve Cohen (0.2% of Point72 Asset Management'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $274.9M |
| Exits | 51 | $28.2M |
All 13F filers, Q3 2024 → Q4 2024: 32,206,128 shares bought and 25,743,454 shares sold, net +6,462,674 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 958 holders
| Northern Trust Corp. | 0.16% | Add +1.8% | 21,838,485 | $1.1B |
| Charles Schwab Investment Management Inc. | 0.20% | Reduce -9.7% | 21,177,834 | $1.1B |
| Matson Money. Inc. | 24.98% | Add +0.5% | 13,453,513 | $696.1M |
| Ameriprise Financial Inc. | 0.18% | Add +8.9% | 13,266,565 | $685.3M |
| BlackRock, Inc. | 0.01% | Reduce -3.9% | 12,666,296 | $654.8M |
| Japan Science & Technology Agency | 9.21% | Reduce -32.5% | 10,400,000 | $537.7M |
| NYL Investors LLC | 45.94% | Add +9168.7% | 9,709,053 | $502.0M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -5.2% | 8,511,614 | $440.1M |
| Morgan Stanley | 0.03% | Reduce -11.9% | 7,541,993 | $389.9M |
| Bank of America Corp. | 0.03% | Add +13.3% | 6,960,561 | $359.9M |
| Barings LLC | 8.50% | No change | 6,840,027 | $353.6M |
| EP Wealth Advisors, LLC | 2.18% | Add +28.6% | 5,158,068 | $266.7M |
| UBS Group AG | 0.06% | Add +14.8% | 4,855,927 | $251.1M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -8.4% | 4,651,127 | $240.5M |
| Allstate Corp. | 6.27% | Add +23.5% | 4,116,056 | $212.8M |
| Pure Financial Advisors, LLC | 4.82% | Add +16.0% | 4,103,950 | $212.2M |
| PNC Financial Services Group, Inc. | 0.14% | Reduce -3.5% | 4,019,327 | $207.8M |
| Wells Fargo & Company | 0.05% | Add +5.1% | 4,005,766 | $207.1M |
| FMR LLC | 0.01% | Add +91.1% | 3,783,832 | $195.6M |
| Stifel Financial Corp. | 0.18% | Add +0.2% | 3,295,303 | $170.4M |
| JPMorgan Chase & Co. | 0.01% | Add +7.4% | 3,162,566 | $163.5M |
| D. E. Shaw & Co. | 0.19% | Add +49.4% | 3,116,400 | $161.1M |
| Commonwealth Equity Services, LLC | 0.23% | Add +5.4% | 2,999,600 | $155.1M |
| Captrust Financial Advisors | 0.43% | Add +6.7% | 2,932,031 | $151.6M |
| Raymond James Financial Inc. | 0.05% | — | 2,713,318 | $140.3M |
| Royal Bank of Canada | 0.03% | Reduce -8.4% | 2,521,343 | $130.4M |
| Busey Bank | 4.11% | Add +2.0% | 2,423,386 | $125.3M |
| Truist Financial Corp. | 0.18% | Add +1.9% | 2,249,773 | $116.3M |
| Haverford Trust Co | 1.03% | Add +3.5% | 1,998,750 | $103.3M |
| LPL Financial LLC | 0.04% | Add +3.0% | 1,903,746 | $98.4M |
| NorthCoast Asset Management LLC | 0.47% | Reduce -2.3% | 1,864,372 | $96.4M |
| Flputnam Investment Management Co. | 1.72% | Reduce -10.6% | 1,823,546 | $94.3M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Add +60.7% | 1,796,834 | $92.9M |
| Assetmark, Inc. | 0.24% | Add +15.2% | 1,730,889 | $89.5M |
| HighTower Advisors, LLC | 0.11% | Add +6.3% | 1,610,727 | $83.3M |
| Keybank National Association | 0.31% | Add +3.1% | 1,538,734 | $79.6M |
| Williams Jones Wealth Management, LLC. | 0.95% | Add +15.5% | 1,529,093 | $79.1M |
| Sun Life Financial Inc. | 4.35% | No change | 1,509,000 | $78.0M |
| Composition Wealth, LLC | 1.55% | Add +5.2% | 1,476,093 | $76.3M |
| Dynasty Wealth Management, LLC | 1.29% | New | 1,442,118 | $74.6M |
| Quotient Wealth Partners, LLC | 2.40% | Add +2.2% | 1,420,926 | $73.5M |
| Destination Wealth Management | 2.24% | Add +1.3% | 1,382,364 | $71.5M |
| Members Trust Co | 2.23% | Reduce -3.4% | 1,249,809 | $64.6M |
| Money Design Co.,Ltd. | 3.26% | Add +5.5% | 1,228,263 | $63.5M |
| Mariner, LLC | 0.11% | Add +5.8% | 1,228,000 | $63.5M |
| One Capital Management, LLC | 2.05% | Add +1.9% | 1,197,002 | $61.9M |
| MAI Capital Management | 0.44% | New | 1,145,505 | $59.2M |
| Point72 Asset Management | 0.16% | Reduce -1.8% | 1,125,000 | $58.2M |
| Clearwater Capital Advisors, LLC | 5.42% | Add +3.9% | 1,071,230 | $55.4M |
| Greenwood Gearhart LLC | 3.71% | Add +59.9% | 1,039,767 | $53.8M |
| MML Investors Services, LLC | 0.18% | Add +10.4% | 1,024,239 | $53.0M |
| O'shaughnessy Asset Management, LLC | 0.45% | Add +8.1% | 1,016,823 | $52.6M |
| Fiduciary Trust Co | 0.69% | Reduce -20.9% | 1,012,509 | $52.3M |
| Stephens Inc. | 0.73% | Add +25.8% | 1,007,254 | $52.1M |
| US Bancorp \de | 0.07% | Add +3.1% | 999,143 | $51.7M |
| Renaissance Technologies | 0.07% | Add +25.6% | 963,900 | $49.8M |
| Klaas Financial Asset Advisors, LLC | 8.62% | Add +1.1% | 946,236 | $48.9M |
| Stockman Wealth Management, Inc. | 7.51% | Add +9.8% | 927,294 | $47.9M |
| Eastern Bank | 0.87% | Reduce -2.7% | 909,189 | $47.0M |
| Boston Financial Mangement LLC | 1.35% | Reduce -0.1% | 863,658 | $44.7M |
| Sei Investments Co. | 0.06% | Add +3.9% | 850,367 | $44.0M |
| Cetera Investment Advisers | 0.09% | Reduce -7.3% | 831,208 | $43.0M |
| Sumitomo Mitsui Financial Group, Inc. | 0.57% | Reduce -1.7% | 828,741 | $42.8M |
| Legal & General Group Plc | 0.01% | New | 814,040 | $42.1M |
| Johns Hopkins University | 1.58% | Reduce -91.8% | 810,104 | $41.9M |
| Parkside Investments, LLC | 6.18% | Add +7.3% | 797,148 | $41.2M |
| Arkansas Financial Group, Inc. | 6.46% | Reduce -2.8% | 773,873 | $40.0M |
| Arax Advisory Partners | 2.50% | Add +2.9% | 766,930 | $39.7M |
| Focus Partners Wealth | 0.10% | Add +270.0% | 760,643 | $39.3M |
| Bangor Savings Bank | 3.60% | Add +3.1% | 741,557 | $38.3M |
| Meeder Advisory Services, Inc. | 2.35% | Add +9.7% | 729,081 | $37.7M |
| Maryland Capital Advisors Inc. | 17.42% | Add +23.3% | 726,958 | $37.6M |
| Bank of Montreal | 0.02% | Add +42.9% | 715,891 | $37.0M |
| Cutler Investment Counsel LLC | 4.53% | Add +5.4% | 705,070 | $36.5M |
| Rockefeller Capital Management L.P. | 0.09% | Add +49.5% | 682,346 | $35.3M |
| Zurich Insurance Group Ltd | 0.29% | No change | 679,581 | $35.1M |
| American Family Investments, Inc. | 1.68% | No change | 670,543 | $34.7M |
| PDS Planning, Inc | 3.04% | Add +6.1% | 662,772 | $34.3M |
| Osaic Holdings, Inc. | 0.08% | Add +69.7% | 918,172 | $34.1M |
| Janney Montgomery Scott LLC | 0.09% | Reduce -6.8% | 649,770 | $33.6M |
| United Capital Financial Advisors, LLC | 0.28% | Reduce -6.9% | 641,149 | $33.1M |
| Ritholtz Wealth Management | 0.96% | Add +6.6% | 632,748 | $32.7M |
| NewSquare Capital LLC | 2.61% | Reduce -0.7% | 630,394 | $32.6M |
| Bartlett & Co. Wealth Management LLC | 0.47% | Add +7.3% | 629,111 | $32.5M |
| DT Investment Partners, LLC | 2.74% | Add +1.3% | 626,317 | $32.4M |
| Procyon Advisors, LLC | 1.82% | Add +33.4% | 551,489 | $28.5M |
| OneDigital Investment Advisors LLC | 0.33% | Add +0.2% | 542,909 | $28.1M |
| 1832 Asset Management L.P. | 0.05% | Reduce -2.9% | 526,201 | $27.2M |
| Prudential Financial Inc. | 0.04% | Reduce -1.5% | 520,000 | $26.9M |
| Atwood & Palmer Inc. | 1.82% | Add +3.1% | 512,838 | $26.5M |
| Boyd Watterson Asset Management LLC | 7.33% | Reduce -15.4% | 504,683 | $26.1M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -6.3% | 495,158 | $25.6M |
| Lutz Financial Services LLC | 2.01% | Add +1.3% | 481,871 | $24.9M |
| Pathstone Holdings, LLC | 0.11% | Reduce -49.2% | 477,143 | $24.7M |
| Chicago Partners Investment Group LLC | 0.81% | Add +8.1% | 470,148 | $24.3M |
| Arch Capital Group LTD. | 5.67% | Reduce -78.4% | 469,378 | $24.3M |
| Dakota Wealth Management | 0.56% | Add +14.0% | 468,304 | $24.2M |
| Nelson Capital Management, LLC | 3.94% | Add +7.2% | 458,883 | $23.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -29.0% | 453,371 | $23.4M |
| TD Private Client Wealth LLC | 0.64% | Add +10.3% | 442,401 | $22.9M |
"% 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.