iShares 1-5Y Inv GradeIGSBETF
13F holders, Q2 2025 (June 30)947holders +1
64new positions
65sold out
6famous investors
$52.76avg. 13F price*
At the end of Q2 2025, 947 institutions reported holding iShares 1-5Y Inv Grade Corp. (IGSB) in their 13F filings, up 1 from Q1 2025. 64 opened new positions and 65 sold out. The largest holders were Northern Trust Corp. ($1.2B), Charles Schwab Investment Management Inc. ($1.1B) and BlackRock, Inc. ($775.9M). 6 famous investors held it, including Steve Cohen (0.3% 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $187.2M |
| Exits | 65 | $138.8M |
All 13F filers, Q1 2025 → Q2 2025: 23,447,137 shares bought and 24,774,563 shares sold, net −1,327,426 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 947 holders
| Northern Trust Corp. | 0.17% | Add +3.5% | 23,092,774 | $1.2B |
| Charles Schwab Investment Management Inc. | 0.19% | Reduce -0.8% | 21,142,040 | $1.1B |
| BlackRock, Inc. | 0.01% | Reduce -27.5% | 14,707,017 | $775.9M |
| Matson Money. Inc. | 24.29% | Reduce -0.1% | 13,287,182 | $701.0M |
| Ameriprise Financial Inc. | 0.17% | Reduce -6.4% | 12,898,005 | $680.5M |
| Japan Science & Technology Agency | 8.18% | Reduce -6.1% | 9,770,000 | $515.5M |
| Bank of America Corp. | 0.04% | Add +6.9% | 8,632,893 | $455.5M |
| FMR LLC | 0.02% | Add +425.5% | 8,111,082 | $427.9M |
| EP Wealth Advisors, LLC | 2.69% | Add +35.7% | 7,752,802 | $409.0M |
| Goldman Sachs Group Inc. | 0.07% | Reduce -6.8% | 7,687,322 | $405.6M |
| Morgan Stanley | 0.03% | Reduce -3.5% | 7,382,594 | $389.5M |
| Barings LLC | 8.64% | No change | 6,840,027 | $360.9M |
| Envestnet Asset Management Inc. | 0.09% | Add +1.3% | 5,762,161 | $304.0M |
| Allstate Corp. | 18.50% | Add +17.3% | 4,867,676 | $256.8M |
| Pure Financial Advisors, LLC | 4.46% | Add +5.4% | 4,806,043 | $253.6M |
| UBS Group AG | 0.05% | Add +1.7% | 4,606,248 | $243.0M |
| Captrust Financial Advisors | 0.50% | Add +5.8% | 4,205,973 | $221.9M |
| PNC Financial Services Group, Inc. | 0.13% | Add +1.2% | 3,738,175 | $197.2M |
| Wells Fargo & Company | 0.04% | Reduce -2.8% | 3,346,712 | $176.6M |
| Raymond James Financial Inc. | 0.06% | Add +1.1% | 3,066,679 | $161.8M |
| Commonwealth Equity Services, LLC | 0.21% | Reduce -2.2% | 3,019,329 | $159.3M |
| Members Trust Co | 5.43% | Add +16.4% | 2,987,959 | $157.6M |
| Stifel Financial Corp. | 0.15% | Add +1.4% | 2,935,379 | $154.9M |
| JPMorgan Chase & Co. | 0.01% | Add +2.4% | 2,879,750 | $151.9M |
| D. E. Shaw & Co. | 0.16% | Add +182.5% | 2,781,800 | $146.8M |
| Sona Asset Management (us) LLC | 10.14% | New | 2,535,000 | $133.7M |
| Point72 Asset Management | 0.32% | No change | 2,432,000 | $128.3M |
| LPL Financial LLC | 0.04% | Add +7.6% | 2,148,930 | $113.4M |
| Truist Financial Corp. | 0.17% | Reduce -2.1% | 2,141,027 | $113.0M |
| Flputnam Investment Management Co. | 1.76% | Add +2.5% | 1,947,142 | $102.7M |
| Royal Bank of Canada | 0.02% | Reduce -21.6% | 1,945,151 | $102.6M |
| Busey Bank | 2.97% | Reduce -2.5% | 1,841,278 | $97.1M |
| NorthCoast Asset Management LLC | 0.41% | Reduce -2.6% | 1,793,896 | $94.6M |
| Haverford Trust Co | 0.86% | Reduce -0.7% | 1,718,801 | $90.7M |
| Composition Wealth, LLC | 1.48% | Add +7.9% | 1,670,525 | $88.1M |
| HighTower Advisors, LLC | 0.11% | Reduce -2.1% | 1,647,281 | $86.9M |
| Keybank National Association | 0.32% | Add +2.3% | 1,647,114 | $86.9M |
| Williams Jones Wealth Management, LLC. | 0.99% | Add +1.3% | 1,568,693 | $82.8M |
| Quotient Wealth Partners, LLC | 2.32% | Add +1.6% | 1,493,865 | $78.8M |
| Dynasty Wealth Management, LLC | 1.33% | Reduce -3.0% | 1,473,979 | $77.8M |
| Destination Wealth Management | 2.19% | Add +0.4% | 1,415,266 | $74.7M |
| O'shaughnessy Asset Management, LLC | 0.48% | Add +3.9% | 1,343,614 | $70.9M |
| Parkside Investments, LLC | 9.46% | Add +26.4% | 1,320,082 | $69.6M |
| Assetmark, Inc. | 0.16% | Add +2.1% | 1,292,777 | $68.2M |
| Money Design Co.,Ltd. | 3.30% | Add +89.3% | 1,266,732 | $66.8M |
| MML Investors Services, LLC | 0.19% | Add +11.0% | 1,247,798 | $65.8M |
| MAI Capital Management | 0.46% | Add +4.5% | 1,243,214 | $65.6M |
| Mariner, LLC | 0.09% | Reduce -1.1% | 1,211,751 | $63.9M |
| One Capital Management, LLC | 2.18% | Add +0.8% | 1,191,950 | $62.9M |
| Greenwood Gearhart LLC | 3.80% | Add +3.0% | 1,152,931 | $60.8M |
| Kestra Investment Management, LLC | 1.84% | Reduce -44.4% | 1,151,216 | $60.7M |
| US Bancorp \de | 0.07% | Add +8.3% | 1,128,304 | $59.5M |
| Renaissance Technologies | 0.08% | Reduce -43.4% | 1,120,100 | $59.1M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -2.6% | 1,120,405 | $58.8M |
| Clearwater Capital Advisors, LLC | 5.23% | Add +0.4% | 1,085,960 | $57.3M |
| Klaas Financial Asset Advisors, LLC | 8.04% | Add +1.3% | 962,538 | $50.8M |
| Osaic Holdings, Inc. | 0.09% | Add +25.7% | 935,340 | $49.3M |
| Maryland Capital Advisors Inc. | 19.20% | Add +5.2% | 928,958 | $49.0M |
| Sumitomo Mitsui Financial Group, Inc. | 0.78% | Add +4.5% | 900,636 | $47.5M |
| Cetera Investment Advisers | 0.08% | Reduce -22.4% | 897,059 | $47.3M |
| Zurich Insurance Group Ltd | 0.36% | Add +31.6% | 894,272 | $47.2M |
| Fiduciary Trust Co | 0.57% | Reduce -5.0% | 881,002 | $46.5M |
| Arax Advisory Partners | 2.03% | Add +3.0% | 821,602 | $44.1M |
| Bank of Montreal | 0.02% | Add +11.1% | 824,228 | $43.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -10.8% | 817,000 | $43.1M |
| Meeder Advisory Services, Inc. | 2.21% | Add +7.8% | 808,279 | $42.6M |
| Cutler Investment Counsel LLC | 4.58% | Add +1.7% | 779,759 | $41.1M |
| Ritholtz Wealth Management | 0.90% | Reduce -5.5% | 774,660 | $40.9M |
| Bangor Savings Bank | 3.65% | Add +1.7% | 773,440 | $40.8M |
| Pathstone Holdings, LLC | 0.16% | Add +14.6% | 753,248 | $39.7M |
| PDS Planning, Inc | 2.83% | Add +6.4% | 719,911 | $38.0M |
| Bartlett & Co. Wealth Management LLC | 0.51% | Add +6.6% | 693,523 | $36.6M |
| Dakota Wealth Management | 0.76% | Add +33.5% | 687,177 | $36.3M |
| Janney Montgomery Scott LLC | 0.09% | Add +0.7% | 680,493 | $35.9M |
| Focus Partners Wealth | 0.08% | Reduce -0.7% | 667,525 | $35.2M |
| Arkansas Financial Group, Inc. | 5.44% | Reduce -3.1% | 664,118 | $35.0M |
| Stephens Inc. | 0.48% | Reduce -29.1% | 656,477 | $34.6M |
| NewSquare Capital LLC | 2.54% | Add +1.0% | 648,331 | $34.2M |
| Gradient Investments LLC | 0.61% | Add +0.1% | 630,782 | $33.3M |
| Stockman Wealth Management, Inc. | 4.48% | Reduce -3.6% | 625,238 | $33.0M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Reduce -5.3% | 616,527 | $32.5M |
| TD Private Client Wealth LLC | 0.78% | Add +10.6% | 604,521 | $31.9M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -22.1% | 563,408 | $29.7M |
| United Capital Financial Advisors, LLC | 0.24% | Reduce -5.5% | 556,731 | $29.4M |
| Prime Capital Investment Advisors, LLC | 0.38% | Reduce -34.3% | 544,773 | $28.7M |
| Nelson Capital Management, LLC | 3.68% | Add +3.1% | 527,436 | $27.8M |
| DT Investment Partners, LLC | 2.45% | Reduce -3.3% | 517,776 | $27.3M |
| 1832 Asset Management L.P. | 0.05% | Reduce -1.2% | 515,740 | $27.2M |
| Monograph Wealth Advisors, LLC | 3.35% | Add +11.8% | 515,522 | $27.2M |
| OneDigital Investment Advisors LLC | 0.30% | Add +5.4% | 513,959 | $27.1M |
| Leavell Investment Management, Inc. | 1.18% | Add +8.7% | 499,781 | $26.4M |
| Graypoint LLC | 1.45% | Add +11.2% | 487,738 | $25.7M |
| Chicago Partners Investment Group LLC | 0.74% | Reduce -2.8% | 485,256 | $25.5M |
| Members Capital Advisors Inc. | 29.22% | New | 480,000 | $25.3M |
| Lutz Financial Services LLC | 1.96% | Reduce -1.2% | 477,429 | $25.2M |
| Arch Capital Group LTD. | 8.44% | Reduce -73.0% | 469,378 | $24.8M |
| Fiduciary Group, LLC | 2.05% | Reduce -0.3% | 413,557 | $21.8M |
| RiverFront Investment Group, LLC | 0.41% | Add +2.9% | 402,818 | $21.3M |
| Courage Miller Partners, LLC | 6.55% | Reduce -2.1% | 391,742 | $20.7M |
| Astoria Strategic Wealth, Inc. | 5.58% | Add +2.0% | 391,604 | $20.7M |
"% 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.