iShares 1-5Y Inv GradeIGSBETF
13F holders, Q1 2025 (March 31)946holders −12
67new positions
70sold out
6famous investors
$52.38avg. 13F price*
At the end of Q1 2025, 946 institutions reported holding iShares 1-5Y Inv Grade Corp. (IGSB) in their 13F filings, down 12 from Q4 2024. 67 opened new positions and 70 sold out. The largest holders were Northern Trust Corp. ($1.2B), Charles Schwab Investment Management Inc. ($1.1B) and BlackRock, Inc. ($1.1B). 6 famous investors held it, including Steve Cohen (0.4% of Point72 Asset Management's portfolio), Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio) and David E. Shaw (0.1% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $161.1M |
| Exits | 70 | $171.7M |
All 13F filers, Q4 2024 → Q1 2025: 30,212,872 shares bought and 25,089,994 shares sold, net +5,122,878 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 946 holders
| Northern Trust Corp. | 0.17% | Add +2.2% | 22,321,734 | $1.2B |
| Charles Schwab Investment Management Inc. | 0.21% | Add +0.6% | 21,310,617 | $1.1B |
| BlackRock, Inc. | 0.02% | Add +60.1% | 20,273,362 | $1.1B |
| Ameriprise Financial Inc. | 0.20% | Add +3.9% | 13,777,629 | $729.4M |
| Matson Money. Inc. | 25.36% | Reduce -1.1% | 13,306,333 | $696.9M |
| Japan Science & Technology Agency | 8.38% | No change | 10,400,000 | $544.6M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -3.1% | 8,245,280 | $431.8M |
| Bank of America Corp. | 0.04% | Add +16.0% | 8,075,041 | $422.9M |
| Morgan Stanley | 0.03% | Add +1.5% | 7,653,710 | $400.8M |
| Barings LLC | 9.12% | No change | 6,840,027 | $358.2M |
| EP Wealth Advisors, LLC | 2.39% | Add +10.8% | 5,712,698 | $299.2M |
| Envestnet Asset Management Inc. | 0.10% | Add +22.3% | 5,687,207 | $297.8M |
| NYL Investors LLC | 16.70% | Reduce -49.3% | 4,923,053 | $257.8M |
| Pure Financial Advisors, LLC | 4.99% | Add +11.1% | 4,560,582 | $238.8M |
| UBS Group AG | 0.05% | Reduce -6.7% | 4,530,166 | $237.2M |
| Allstate Corp. | 6.39% | Add +0.8% | 4,149,335 | $217.3M |
| Captrust Financial Advisors | 0.52% | Add +35.6% | 3,975,661 | $208.2M |
| PNC Financial Services Group, Inc. | 0.10% | Reduce -8.1% | 3,693,586 | $193.4M |
| Wells Fargo & Company | 0.04% | Reduce -14.0% | 3,444,187 | $180.4M |
| Commonwealth Equity Services, LLC | 0.23% | Add +3.0% | 3,088,570 | $161.7M |
| Raymond James Financial Inc. | 0.06% | Add +11.8% | 3,034,770 | $158.9M |
| Stifel Financial Corp. | 0.16% | Reduce -12.2% | 2,894,885 | $151.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -11.1% | 2,811,691 | $147.2M |
| Members Trust Co | 4.68% | Add +105.3% | 2,566,434 | $134.4M |
| Royal Bank of Canada | 0.03% | Reduce -1.6% | 2,481,131 | $129.9M |
| Point72 Asset Management | 0.37% | Add +116.2% | 2,432,000 | $127.4M |
| Truist Financial Corp. | 0.18% | Reduce -2.8% | 2,187,203 | $114.5M |
| Kestra Investment Management, LLC | 2.05% | New | 2,069,692 | $106.4M |
| LPL Financial LLC | 0.04% | Add +4.9% | 1,996,733 | $104.6M |
| Renaissance Technologies | 0.16% | Add +105.4% | 1,979,600 | $103.7M |
| Flputnam Investment Management Co. | 1.87% | Add +4.2% | 1,899,363 | $99.5M |
| Busey Bank | 3.33% | Reduce -22.1% | 1,887,586 | $98.9M |
| NorthCoast Asset Management LLC | 0.49% | Reduce -1.2% | 1,842,049 | $96.5M |
| Arch Capital Group LTD. | 25.44% | Add +271.1% | 1,741,758 | $91.2M |
| Haverford Trust Co | 0.91% | Reduce -13.4% | 1,730,461 | $90.6M |
| HighTower Advisors, LLC | 0.12% | Add +4.4% | 1,682,208 | $88.1M |
| Keybank National Association | 0.34% | Add +4.7% | 1,610,524 | $84.3M |
| Composition Wealth, LLC | 1.63% | Add +4.9% | 1,548,778 | $81.1M |
| Williams Jones Wealth Management, LLC. | 1.04% | Add +1.3% | 1,548,693 | $81.1M |
| FMR LLC | 0.01% | Reduce -59.2% | 1,543,613 | $80.8M |
| Dynasty Wealth Management, LLC | 1.33% | Add +5.3% | 1,518,996 | $79.5M |
| Quotient Wealth Partners, LLC | 2.46% | Add +3.5% | 1,469,947 | $77.0M |
| Destination Wealth Management | 2.33% | Add +2.0% | 1,409,492 | $73.8M |
| O'shaughnessy Asset Management, LLC | 0.54% | Add +27.2% | 1,293,128 | $67.7M |
| Assetmark, Inc. | 0.18% | Reduce -26.8% | 1,266,340 | $66.3M |
| Mariner, LLC | 0.11% | Reduce -0.2% | 1,225,373 | $64.2M |
| MAI Capital Management | 0.47% | Add +3.9% | 1,189,780 | $62.3M |
| One Capital Management, LLC | 2.09% | Reduce -1.2% | 1,182,222 | $61.9M |
| Cetera Investment Advisers | 0.12% | Add +39.2% | 1,156,696 | $60.6M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Reduce -36.0% | 1,150,724 | $60.3M |
| MML Investors Services, LLC | 0.20% | Add +9.8% | 1,124,584 | $58.9M |
| Greenwood Gearhart LLC | 4.06% | Add +7.7% | 1,119,882 | $58.6M |
| Clearwater Capital Advisors, LLC | 5.48% | Add +1.0% | 1,081,822 | $56.7M |
| Parkside Investments, LLC | 8.05% | Add +31.0% | 1,044,086 | $54.7M |
| US Bancorp \de | 0.07% | Add +4.3% | 1,042,187 | $54.6M |
| D. E. Shaw & Co. | 0.07% | Reduce -68.4% | 984,700 | $51.6M |
| Klaas Financial Asset Advisors, LLC | 8.58% | Add +0.4% | 950,228 | $49.8M |
| Fiduciary Trust Co | 0.64% | Reduce -8.5% | 926,852 | $48.5M |
| Stephens Inc. | 0.71% | Reduce -8.1% | 925,220 | $48.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +119.5% | 915,800 | $48.0M |
| Maryland Capital Advisors Inc. | 20.42% | Add +21.5% | 883,398 | $46.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.83% | Add +4.0% | 861,603 | $45.1M |
| Sei Investments Co. | 0.06% | Reduce -0.3% | 848,027 | $44.4M |
| Prime Capital Investment Advisors, LLC | 0.51% | Add +227.5% | 828,976 | $43.4M |
| Prudential Financial Inc. | 0.06% | Add +59.6% | 830,000 | $43.0M |
| Ritholtz Wealth Management | 1.28% | Add +29.6% | 819,974 | $42.9M |
| Arax Advisory Partners | 2.68% | Add +4.0% | 797,261 | $41.8M |
| Cutler Investment Counsel LLC | 4.83% | Add +8.8% | 767,048 | $40.2M |
| Bangor Savings Bank | 3.76% | Add +2.6% | 760,780 | $39.8M |
| Meeder Advisory Services, Inc. | 2.36% | Add +2.9% | 749,885 | $39.3M |
| Osaic Holdings, Inc. | 0.09% | Reduce -18.9% | 744,165 | $39.0M |
| Bank of Montreal | 0.02% | Add +3.6% | 742,016 | $38.9M |
| Rockefeller Capital Management L.P. | 0.09% | Add +6.0% | 723,143 | $37.9M |
| Zurich Insurance Group Ltd | 0.29% | No change | 679,581 | $35.6M |
| Arkansas Financial Group, Inc. | 6.14% | Reduce -11.4% | 685,607 | $35.5M |
| PDS Planning, Inc | 2.99% | Add +2.1% | 676,708 | $35.4M |
| Janney Montgomery Scott LLC | 0.10% | Add +4.0% | 675,488 | $35.4M |
| Focus Partners Wealth | 0.09% | Reduce -11.6% | 672,429 | $35.2M |
| Money Design Co.,Ltd. | 1.75% | Reduce -45.5% | 669,063 | $35.0M |
| Pathstone Holdings, LLC | 0.15% | Add +37.8% | 657,492 | $34.4M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Add +31.6% | 651,372 | $34.1M |
| Bartlett & Co. Wealth Management LLC | 0.50% | Add +3.4% | 650,747 | $34.1M |
| Stockman Wealth Management, Inc. | 5.03% | Reduce -30.0% | 648,722 | $34.0M |
| NewSquare Capital LLC | 2.74% | Add +1.8% | 641,761 | $33.6M |
| Gradient Investments LLC | 0.67% | Add +64.4% | 629,910 | $33.0M |
| United Capital Financial Advisors, LLC | 0.26% | Reduce -8.1% | 589,001 | $30.8M |
| Citadel Advisors | 0.03% | Add +168.7% | 562,776 | $29.5M |
| Procyon Advisors, LLC | 1.75% | Reduce -0.4% | 549,088 | $28.8M |
| TD Private Client Wealth LLC | 0.79% | Add +23.5% | 546,464 | $28.6M |
| DT Investment Partners, LLC | 2.70% | Reduce -14.5% | 535,260 | $28.0M |
| Atwood & Palmer Inc. | 1.91% | Add +2.5% | 525,487 | $27.5M |
| 1832 Asset Management L.P. | 0.05% | Reduce -0.8% | 521,872 | $27.3M |
| Dakota Wealth Management | 0.63% | Add +9.9% | 514,694 | $27.0M |
| Nelson Capital Management, LLC | 4.63% | Add +11.5% | 511,597 | $26.8M |
| Chicago Partners Investment Group LLC | 0.87% | Add +6.2% | 499,086 | $26.1M |
| OneDigital Investment Advisors LLC | 0.30% | Reduce -10.2% | 487,689 | $25.5M |
| Lutz Financial Services LLC | 2.07% | Add +0.3% | 483,099 | $25.3M |
| Bank of New York Mellon Corp | 0.00% | Add +3.7% | 470,015 | $24.6M |
| Monograph Wealth Advisors, LLC | 3.29% | Add +38.7% | 461,125 | $24.1M |
| Leavell Investment Management, Inc. | 1.19% | Add +8.1% | 459,636 | $24.1M |
"% 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.